BEDFORD HISTORICAL SOCIETY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BEDFORD HISTORICAL SOCIETY (EIN 13-6113164)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202533189349312128
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T15:57:42-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030410574PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1VICTOR J CANNISTRA CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line143 KENSICO DR FL 2AddressLine1Txt
CityMOUNT KISCOCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136113164EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BEDFORD HISTORICAL SOCIETYINCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEDFBusinessNameControlTxt
Phone9142349751PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 491AddressLine1Txt
CityBEDFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10506ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH HALLOCKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9142349751PhoneNum
Signature2025-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVICTOR J CANNISTRA CPAPreparerPersonNm
PTINP00287273PTIN
Phone9142413605PhoneNum
Preparation2025-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELIZABETH HALLOCKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 491AddressLine1Txt
CityBEDFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10506ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,682,069GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BEDFORDHISTORICALSOCIETY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1916FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PRESERVE AND PROMOTE THE BULIDINGS, LANDMARKS AND ARTIFACTS THAT DOCUMENT THE HISTORY OF BEDFORD, NY; TO INCREASE AWARENESS, UNDERSTANDING AND APPRECIATION OF THE TOWN'S FOUNDING AND GROWTH; AND TO STRENGHTHEN THE CURRENT AND FUTURE HISTORIC CHARACTER OF THE TOWN.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$163,104PYContributionsGrantsAmt
CY Contributions Grants$745,852CYContributionsGrantsAmt
PY Program Service Revenue$1,606PYProgramServiceRevenueAmt
CY Program Service Revenue$1,323CYProgramServiceRevenueAmt
PY Investment Income$83,799PYInvestmentIncomeAmt
CY Investment Income$144,581CYInvestmentIncomeAmt
PY Other Revenue$363,071PYOtherRevenueAmt
CY Other Revenue$383,591CYOtherRevenueAmt
PY Total Revenue$611,580PYTotalRevenueAmt
CY Total Revenue$1,275,347CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$288,599PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$389,945CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$156,974CYTotalFundraisingExpenseAmt
PY Other Expenses$255,290PYOtherExpensesAmt
CY Other Expenses$288,277CYOtherExpensesAmt
PY Total Expenses$543,889PYTotalExpensesAmt
CY Total Expenses$678,222CYTotalExpensesAmt
PY Revenues Less Expenses$67,691PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$597,125CYRevenuesLessExpensesAmt
Total Assets BOY$4,424,618TotalAssetsBOYAmt
Total Assets EOY$5,322,987TotalAssetsEOYAmt
Total Liabilities BOY$52,503TotalLiabilitiesBOYAmt
Total Liabilities EOY$60,097TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,372,115NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$5,262,890NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PRESERVE AND PROMOTE THE BULIDINGS, LANDMARKS AND ARTIFACTS THAT DOCUMENT THE HISTORY OF BEDFORD, NY; TO INCREASE AWARENESS, UNDERSTANDING AND APPRECIATION OF THE TOWN'S FOUNDING AND GROWTH; AND TO STRENGHTHEN THE CURRENT AND FUTURE HISTORIC CHARACTER OF THE TOWN.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$367,627ExpenseAmt
Revenue$1,323RevenueAmt
DescTHE SOCIETY PERFORMED GENERAL REPAIRS,MAINTENANCE, LANDSCAPING AND CLEANING FOR ALL THE HISTORICAL PROPERTIES OWNED AND LEASED INCLUDING MAINTAINING UTILITIES AND OTHER OPERATIONAL EXPENSES OF THE PROPERTIES.THE SOCIETY MAINTAINS A MUSEUM WITH EXHIBITS AND ARTIFACTS WHICH IS OPEN TO THE PUBLIC. THE SOCIETY PROTECTS 165 ACRES ON FOUR HISTORIC CONSERVATION EASEMENTS. THE SOCIETY OFFERS EDUCATIONAL PROGRAMS AND TOURS FOR THE COMMUNITY AS WELL AS FUNDRAISING EVENTS TO SUPPORT ITS MISSION.Desc
Total Program Service Expenses$367,627TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingYes (true)CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonLIZ HALLOCKPersonNm
Phone9142349751PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 491AddressLine1Txt
CityBEDFORDCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10506ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
ELIZABETH HALLOCK
EXECUTIVE DI40.00Yes (X)$80,000$0$0
EVELYNE RYAN
EXEC DIR UNT40.00Yes (X)$102,460$0$33,643
ANNA KENOFF
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
PETER HENNESSY
VICE PRESIDE2.00Yes (X)$0$0$0Yes (X)
SHAWN CARMODY
SECRETARY2.00Yes (X)$0$0$0Yes (X)
SCHUYLER PERRY
TREASURER2.00Yes (X)$0$0$0Yes (X)
CHRIS PACHIOS
DIRECTOR2.00$0$0$0Yes (X)
CHRISTINA BRESANI
DIRECTOR2.00$0$0$0Yes (X)
ALEXANDER N HAMER
DIRECTOR2.00$0$0$0Yes (X)
STEEL SWIFT
DIRECTOR2.00$0$0$0Yes (X)
CUTLER WHITMAN
DIRECTOR2.00$0$0$0Yes (X)
LESLIE WORTMANN
DIRECTOR2.00$0$0$0Yes (X)
JENNIFER BUTTON
DIRECTOR2.00$0$0$0Yes (X)
JESSE RANDOL
DIRECTOR2.00$0$0$0Yes (X)
ELIAH SETON
DIRECTOR2.00$0$0$0Yes (X)
MICHELLE ST JOHN
DIRECTOR2.00$0$0$0Yes (X)
PHOEBE POLK
DIRECTOR2.00$0$0$0Yes (X)
KATHERINE GAGE BOULUD
DIRECTOR2.00$0$0$0Yes (X)
ALEXANDRA LAWRENCE
DIRECTOR2.00$0$0$0Yes (X)
TRACE FAUVER
DIRECTOR2.00$0$0$0Yes (X)
FORREST MAS
DIRECTOR2.00$0$0$0Yes (X)
SAMANTHA O'BRIEN
DIRECTOR2.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$182,460TotalReportableCompFromOrgAmt
Total Other Compensation$33,643TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$83,524MembershipDuesAmt
Fundraising$653,815FundraisingAmt
All Other Contributions$8,513AllOtherContributionsAmt
Total Contributions$745,852TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
Total Revenue Column$1,323TotalRevenueColumnAmt
Related Or Exempt Func Income$1,323RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,323TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$100,412TotalRevenueColumnAmt
Exclusion$100,412ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$350,235RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$350,235RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$350,235TotalRevenueColumnAmt
Related Or Exempt Func Income$350,235RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$241,810SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$197,641SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$44,169SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$44,169TotalRevenueColumnAmt
Exclusion$44,169ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$241,254FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$653,815ContriRptFundraisingEventAmt
Fundraising Direct Expenses$208,833FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,421TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,183GrossSalesOfInventoryAmt
Cost Of Goods Sold$248CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$935TotalRevenueColumnAmt
Related Or Exempt Func Income$935RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,275,347TotalRevenueColumnAmt
Related Or Exempt Func Income$352,493RelatedOrExemptFuncIncomeAmt
Exclusion$144,581ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$182,460TotalAmt
Program Services$67,230ProgramServicesAmt
Management And General$42,246ManagementAndGeneralAmt
Fundraising$72,984FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$137,356TotalAmt
Program Services$74,302ProgramServicesAmt
Management And General$23,645ManagementAndGeneralAmt
Fundraising$39,409FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$44,010TotalAmt
Program Services$21,892ProgramServicesAmt
Management And General$4,609ManagementAndGeneralAmt
Fundraising$17,509FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$26,119TotalAmt
Program Services$11,856ProgramServicesAmt
Management And General$5,188ManagementAndGeneralAmt
Fundraising$9,075FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,191TotalAmt
Program Services$13,191ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,542TotalAmt
Management And General$28,542ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$18,848TotalAmt
Program Services$18,848ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$49,956TotalAmt
Program Services$2,004ProgramServicesAmt
Management And General$47,952ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$36,887TotalAmt
Program Services$35,448ProgramServicesAmt
Management And General$1,439ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
REPAIRS & MAINTENANCE$65,104$65,104
UTILITIES$20,186$20,186
REAL ESTATE TAXES$18,150$18,150
SPECIAL EVENT-INDIRECT$17,997$17,997

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$19,416TotalAmt
Program Services$19,416ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$678,222TotalAmt
Program Services$367,627ProgramServicesAmt
Management And General$153,621ManagementAndGeneralAmt
Fundraising$156,974FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$195,677BOYAmt
EOY$614,057EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$165,089BOYAmt
EOY$199,510EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$9,878EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$8,412BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,991BOYAmt
EOY$17,708EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$651,595LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$651,595BOYAmt
EOY$651,595EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,395,854BOYAmt
EOY$3,830,239EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,424,618BOYAmt
EOY$5,322,987EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,304BOYAmt
EOY$35,647EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$18,060BOYAmt
EOY$8,560EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$15,139BOYAmt
EOY$15,890EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,503BOYAmt
EOY$60,097EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,027,205BOYAmt
EOY$3,930,019EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,344,910BOYAmt
EOY$1,332,871EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,372,115BOYAmt
EOY$5,262,890EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,424,618BOYAmt
EOY$5,322,987EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$597,125ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$321,257NetUnrlzdGainsLossesInvstAmt
Investment Expense-$27,607InvestmentExpenseAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$193,020CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$295,414CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$180,358CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$163,104CurrentTaxYearMinus1YearAmt
Current Tax Year$745,852CurrentTaxYearAmt
Total$1,577,748TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$360,834CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$355,863CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$369,849CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$386,870CurrentTaxYearMinus1YearAmt
Current Tax Year$593,995CurrentTaxYearAmt
Total$2,067,411TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$553,854CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$651,277CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$550,207CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$549,974CurrentTaxYearMinus1YearAmt
Current Tax Year$1,339,847CurrentTaxYearAmt
Total$3,645,159TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,500CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,250CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,613CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,258CurrentTaxYearMinus1YearAmt
Current Tax Year$37,354CurrentTaxYearAmt
Total$107,975TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$39,727CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$110,060CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,292CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,890CurrentTaxYearMinus1YearAmt
Current Tax Year$421,448CurrentTaxYearAmt
Total$610,417TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,227CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,310CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,905CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$55,148CurrentTaxYearMinus1YearAmt
Current Tax Year$458,802CurrentTaxYearAmt
Total$718,392TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$2,926,767PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,845CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,091CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,027CurrentTaxYearMinus1YearAmt
Current Tax Year$100,412CurrentTaxYearAmt
Total$330,541TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$45,845CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65,091CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,027CurrentTaxYearMinus1YearAmt
Current Tax Year$100,412CurrentTaxYearAmt
Total$330,541TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$587,020CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$697,122CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$615,298CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$636,001CurrentTaxYearMinus1YearAmt
Current Tax Year$1,440,259CurrentTaxYearAmt
Total$3,975,700TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.73620PublicSupportCY509Pct
Public Support PY5090.80770PublicSupportPY509Pct
Investment Income CY0.08000InvestmentIncomeCYPct
Investment Income PY0.09000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Total Easements4TotalEasementsCnt
Total Acreage165.28TotalAcreageCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringfalseWrittenPolicyMonitoringInd
Staff Hours Spent Enforcement12.00StaffHoursSpentEnforcementCnt
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (true)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,325,620BeginningYearBalanceAmt
Investment Earnings Or Losses$171,257InvestmentEarningsOrLossesAmt
End Year Balance$1,496,877EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,128,545BeginningYearBalanceAmt
Investment Earnings Or Losses$197,075InvestmentEarningsOrLossesAmt
End Year Balance$1,325,620EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,339,237BeginningYearBalanceAmt
Contributions$7,815ContributionsAmt
Investment Earnings Or Losses-$218,838InvestmentEarningsOrLossesAmt
End Year Balance$1,128,214EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$757,914BeginningYearBalanceAmt
Contributions$446,400ContributionsAmt
Investment Earnings Or Losses$134,923InvestmentEarningsOrLossesAmt
End Year Balance$1,339,237EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$624,614BeginningYearBalanceAmt
Investment Earnings Or Losses$133,300InvestmentEarningsOrLossesAmt
End Year Balance$757,914EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$38,000OtherCostOrOtherBasisAmt
Book Value$38,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$613,595OtherCostOrOtherBasisAmt
Book Value$613,595BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$651,595TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,778,078TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$321,257NetUnrealizedGainsInvstAmt
Other Revenue$248OtherRevenueAmt
Revenue Not Reported$321,505RevenueNotReportedAmt
Revenue Subtotal$1,456,573RevenueSubtotalAmt
Investment Expenses Not Incld$27,607InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$208,833OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$181,226RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,275,347TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$887,303TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$248OtherExpensesIncludedAmt
Expenses Not Reported$248ExpensesNotReportedAmt
Expenses Subtotal$887,055ExpensesSubtotalAmt
Other Expenses Not Included-$208,833OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt-$208,833ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$678,222TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 1, PART II, LINE 9THE PURPOSE OF THE CONSERVATION EASEMENTS IS TO CONSERVE AND PROTECT THE HISTORIC USE AND/OR VISTA, PRESERVE OPEN SPACE AND RESTRICT THE PROPERTIES FROM FUTURE DEVELOPMENT.
SCHEDULE D, PAGE 2, PART IV, LINE 2BSECURITY DEPOSITS HELD FOR LEASED PROPERTIES
SCHEDULE D, PAGE 2, PART V, LINE 4TO SET ASIDE FUNDS TO ENSURE THE FINANCIAL STABILITY OF THE BEDFORD HISTORICAL SOCIETY TO FULFILL ITS MISSION OF PRESERVATION AND EDUCATION.
SCHEDULE D, PAGE 3, PART XTHE SOCIETY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANICAL STATEMENTS.
SCHEDULE D, PAGE 4, PART XI, LINE 2DGIFT SHOP COST OF GOODS SOLD 248
SCHEDULE D, PAGE 4, PART XI, LINE 4BDIRECT FUNDRAISING COSTS -208,833
SCHEDULE D, PAGE 4, PART XII, LINE 2DGIFT SHOP COST OF GOODS SOLD 248
SCHEDULE D, PAGE 4, PART XII, LINE 4BDIRECT FUNDRAISING COSTS -208,833

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BEDFORD OAKEvent1Nm
Gross Receipts Event1$826,327GrossReceiptsEvent1Amt
Charitable Contri Event1$633,815CharitableContriEvent1Amt
Gross Revenue Event1$192,512GrossRevenueEvent1Amt
Rent Facility Costs Event1$71,700RentFacilityCostsEvent1Amt
Food And Beverage Event1$57,764FoodAndBeverageEvent1Amt
Entertainment Event1$25,668EntertainmentEvent1Amt
Other Direct Expenses Event1$23,879OtherDirectExpensesEvent1Amt
Event2HOUSE TOURSEvent2Nm
Gross Receipts Event2$48,534GrossReceiptsEvent2Amt
Gross Revenue Event2$48,534GrossRevenueEvent2Amt
Rent Facility Costs Event2$2,111RentFacilityCostsEvent2Amt
Food And Beverage Event2$3,365FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$2,226OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$20,000GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$20,000CharitableContriOtherEventsAmt
Rent Fclty Costs Other Events$1,809RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$14,000FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events$5,206OthDirectExpnssOtherEventsAmt
Gross Receipts Total$894,861GrossReceiptsTotalAmt
Charitable Contributions Tot$653,815CharitableContributionsTotAmt
Gross Revenue Total Events$241,046GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$75,620RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$75,129FoodAndBeverageTotalEventsAmt
Entertainment Total Events$25,668EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$31,311OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$207,728DirectExpenseSummaryEventsAmt
Net Income Summary$33,318NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTO PRESERVE AND PROMOTE THE BULIDINGS, LANDMARKS AND ARTIFACTS THAT DOCUMENT THE HISTORY OF BEDFORD, NY; TO INCREASE AWARENESS, UNDERSTANDING AND APPRECIATION OF THE TOWN'S FOUNDING AND GROWTH; AND TO STRENGHTHEN THE CURRENT AND FUTURE HISTORIC CHARACTER OF THE TOWN.
FORM 990, PAGE 6, PART VI, LINE 6THE SOCIETY HAS MEMBERS.
FORM 990, PAGE 6, PART VI, LINE 7ATHE MEMBERS ELECTED THE GOVERNING BODY.
FORM 990, PAGE 6, PART VI, LINE 11BFORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER MANAGMENT HAS REVIEWED, IT IS SUBMITTED TO THE BOARD FOR REVIEW AND RECOMMENDATIONS ARE PRESENTED PRIOR TO SUBMISSION.
FORM 990, PAGE 6, PART VI, LINE 12CTHE BOARD REQUIRES THAT ALL MEMBERS OF MANAGEMENT AND THE GOVERNING BODY ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST.
FORM 990, PAGE 6, PART VI, LINE 15ATHE BOARD DETERMINES THE EXECUTIVE DIRECTOR'S SALARY BY REVIEWING APPROPRIATE AND COMPARABLE DATA TO DETERMINE THE REASONABLENESS OF THE COMPENSATION BEING CONSIDERED.
FORM 990, PAGE 6, PART VI, LINE 19FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON GUIDESTAR.ORG AND CHARITIESNYS.COM. IN ADDITION, FORM 990, FINANCIAL STATMENTS AND OTHER POLICIES OF THE SOCIETY ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9GIFT SHOP COST OF GOODS SOLD 248 DIRECT FUNDRAISING COSTS 208,833 GIFT SHOP COST OF GOODS SOLD -248 DIRECT FUNDRAISING COSTS -208,833

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