CARROLL COUNTY HISTORICAL SOCIETY: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CARROLL COUNTY HISTORICAL SOCIETY (EIN 23-7009564)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2018-03-05
- IRS object ID
- 201800649349100200
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-05T07:03:23-06:00 | ReturnTs |
| Tax Period End | 2017-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maloney Novotny LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4774 Munson Street NW Suite 402 | AddressLine1Txt |
| City | Canton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 447183634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237009564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARROLL COUNTY HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARR | BusinessNameControlTxt |
| Phone | 3306275910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 174 | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44615 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MCMAHON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3306275910 | PhoneNum |
| Signature | 2018-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lane M Knore | PreparerPersonNm |
| PTIN | P00191385 | PTIN |
| Phone | 3309669400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.0.138.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-26 | IPDt |
| IP Tm | 15:22:44 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC9F320816D5B83EA8BE277E625631AA4D8E2525 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F514EA796443AB73984206C7A3D5371C6355F857 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $820,868 | 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 | $2,540 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,798 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,798 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $258,611 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,219 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $223,392 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $269,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,017 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $223,392 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $41,610 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $41,610 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $482 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,727 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,727 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,929 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $13,929 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $19,396 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,396 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $856 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $856 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $235,176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $301 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $209,463 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $321,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $783 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $223,392 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,589 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $321,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $783 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $223,392 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,589 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,234 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $692,606 | CashBOYAmt |
| Cash EOY | $599,686 | CashEOYAmt |
| Cash EOYFMV | $599,686 | CashEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $57,267 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $57,267 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $187,055 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,140 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $132,228 | LandBOYAmt |
| Land EOY | $163,915 | LandEOYAmt |
| Land EOYFMV | $163,915 | LandEOYFMVAmt |
| Total Assets BOY | $824,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $820,868 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $820,868 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $620 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $620 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $824,214 | UnrestrictedBOYAmt |
| Unrestricted EOY | $820,868 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $824,214 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $820,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $824,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $820,868 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $824,214 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,098 | OtherIncreasesAmt |
| Subtotal | $820,868 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $820,868 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $286,109 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $729,791 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.392042 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $311,452 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $809,284 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.384849 | DistributionYr2Rt |
| Total Distribution | 0.776891 | TotalDistributionRt |
| Average Distribution | 0.388446 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $692,862 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $269,139 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $432 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $269,571 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,589 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $865 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $865 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $865 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,438 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,438 | TotalPaymentsAndCreditsAmt |
| Overpayment | $573 | OverpaymentAmt |
| Applied To ES Tax | $573 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARROLLCOUNTHISTORICALSOCIETY.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID MCMAHON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3306275910 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 174 | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID MCMAHON | ||||||||
| PO BOX 174 | CARROLLTON | OH | 44615 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| LYNN RAINSBERGER | ||||||||
| PO BOX 174 | CARROLLTON | OH | 44615 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| WAYNE SPERBER | ||||||||
| PO BOX 174 | CARROLLTON | OH | 44615 | SECRETARY | 2.00 | $0 | $0 | $0 |
| BARBARA STRICKLER | ||||||||
| PO BOX 174 | CARROLLTON | OH | 44615 | TREASURER | 6.00 | $0 | $0 | $0 |
| JENNIFER CRAMER | ||||||||
| PO BOX 174 | CARROLLTON | OH | 44615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOHN MIDAY | ||||||||
| PO BOX 174 | CARROLLTON | OH | 44615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| ANN MYERS | ||||||||
| PO BOX 174 | CARROLLTON | OH | 44615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| NICK KUCCERA | ||||||||
| PO BOX 174 | CARROLLTON | OH | 44615 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PURPOSE OF THE CARROLL COUNTY HISTORICAL SOCIETY IS TO MAINTAIN AND DISPLAY FOR THE PUBLIC'S EDUCATION ANTIQUES AND COLLECTIBLES REGARDING THE HISTORY OF CARROLL COUNTY. COLLECTIONS INCLUDE FURNISHINGS, CLOTHING, PRINTED MATERIAL AND VARIOUS OTHER ANTIQUE ITEMS. THE HISTORICAL SOCIETY ACCOMPLISHES THIS BY OPERATING AND MAINTAINING THE HISTORIC SITES AT THE ALGONQUIN MILL IN PETERSBURG, OHIO AND THE MCCOOK HOUSE IN CARROLLTON, OHIO WHERE THE COLLECTIONS ARE DISPLAYED. | Description1Txt |
| Expenses1 | $271,643 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $646,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $703,413 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $703,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,551 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $692,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $865 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $865 | TotalTaxAmt |
| Distributable Before Adj | $33,778 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,778 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,778 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,589 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,589 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,589 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,778 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $274,938 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $250,739 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $525,677 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,778 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,811 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $557,488 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $557,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $274,938 | ExcessFromYear2Amt |
| Excess From Year1 | $250,739 | ExcessFromYear1Amt |
| Excess From Current Year | $31,811 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CCHS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 174 | AddressLine1Txt |
| City | CARROLLTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44615 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3306275910 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICATION MAY BE OBTAINED DIRECTLY FROM THE CARROLL COUNTY HISTORICAL SOCIETY WEBSITE. FORMAT INCLUDES A THREE PAGE QUESTIONNAIRE AND AN ACADEMIC TRANSCRIPT ARE REQUIRED TO BE SUBMITTED WITH THE APPLICATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1ST OF EACH YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | A $500 SCHOLARSHIP IS AVAILABLE TO ANY HIGH SCHOOL SENIOR WHO IS A RESIDENT OF CARROLL COUNTY, OHIO, OR A MEMBER OF THE CARROLL COUNTY, OHIO HISTORICAL SOCIETY. THE APPLICANT MUST BE PLANNING TO ATTEND ANY ACCREDITED INSTITUTION OF HIGHER LEARNING. | RestrictionsOnAwardsTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ALGONQUIN MILL FESTIVAL | $210,816 |
| MCCOOK HOUSE | $6,501 |
| MILL SALES | $2,994 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,453 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,798 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $35,219 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,125 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,645 | ExclusionAmt |
| Related Or Exempt Function Incm | $221,764 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,409 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1a | PROGRAMS TO EDUCATE PUBLIC ABOUT HISTORICAL SITES IN CARROLL CNTY OHIO |
| 1b | PROGRAMS TO EDUCATE PUBLIC ABOUT HISTORICAL SITES IN CARROLL CNTY OHIO |
| 1c | PROGRAMS TO EDUCATE PUBLIC ABOUT HISTORICAL SITES IN CARROLL CNTY OHIO |
| 2 | TO EDUCATE AND BRING THE GENERAL PUBLIC TO HISTORIC SITES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,820 | Amt |
| Net Investment Income | $482 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FINISH MOWER | 2014-05-14 | $3,100 | $830 | SL | 7.000000000000 | $443 | $0 | $443 |
| HBRS CONVECTION OVEN | 2014-09-12 | $3,100 | $720 | SL | 7.000000000000 | $443 | $0 | $443 |
| KRAUT COOLER | 2014-08-10 | $2,000 | $464 | SL | 7.000000000000 | $286 | $0 | $286 |
| 2014 VAN-FORD | 2015-02-08 | $26,500 | $5,963 | SL | 5.000000000000 | $5,300 | $0 | $5,300 |
| CONVECTION OVEN | 2015-09-28 | $3,200 | $229 | SL | 7.000000000000 | $457 | $0 | $457 |
| 2015 METAL BUILDING | 2015-11-17 | $69,135 | $792 | SL | 39.000000000000 | $1,773 | $0 | $1,773 |
| BUILDING IMPROVEMENTS | 2016-03-01 | $21,720 | $68 | SL | 39.000000000000 | $557 | $0 | $557 |
| ELECTRICAL UPGRADE | 2015-11-15 | $12,684 | $145 | SL | 39.000000000000 | $325 | $0 | $325 |
| FREEZER | 2016-09-12 | $22,300 | SL | 7.000000000000 | $2,124 | $0 | $2,124 | |
| VENTRAC MOWER | 2016-09-15 | $23,316 | SL | 7.000000000000 | $2,221 | $0 | $2,221 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPONENT FUND AT STARK COMM.FDN. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $57,267 | BookValueAmt |
| EOYFMV | $57,267 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FINISH MOWER | $3,100 | $1,273 | $1,827 | $1,827 |
| HBRS CONVECTION OVEN | $3,100 | $1,163 | $1,937 | $1,937 |
| KRAUT COOLER | $2,000 | $750 | $1,250 | $1,250 |
| 2014 VAN-FORD | $26,500 | $11,263 | $15,237 | $15,237 |
| CONVECTION OVEN | $3,200 | $686 | $2,514 | $2,514 |
| 2015 METAL BUILDING | $69,135 | $2,565 | $66,570 | $66,570 |
| BUILDING IMPROVEMENTS | $21,720 | $625 | $21,095 | $21,095 |
| ELECTRICAL UPGRADE | $12,684 | $470 | $12,214 | $12,214 |
| FREEZER | $22,300 | $2,124 | $20,176 | $20,176 |
| VENTRAC MOWER | $23,316 | $2,221 | $21,095 | $21,095 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $600 | $0 | $0 | $0 |
| OFFICE EXPENSE | $5,447 | $0 | $0 | $0 |
| INSURANCE | $11,052 | $0 | $0 | $0 |
| FESTIVAL SUPPLIES | $57,422 | $0 | $57,422 | $0 |
| FESTIVAL CONCESSIONS | $81,779 | $0 | $81,779 | $0 |
| GROUND CARE SUPPLIES | $2,793 | $0 | $2,793 | $0 |
| REPAIRS AND MAINTENANCE | $63,929 | $0 | $63,403 | $0 |
| MISCELLANEOUS | $961 | $0 | $0 | $0 |
| BANK CHARGES | $301 | $301 | $0 | $0 |
| AUTOMOBILE EXPENSE | $1,718 | $0 | $0 | $0 |
| MCCOOK HOUSE EXPENSES | $4,066 | $0 | $4,066 | $0 |
| STATE FEES | $328 | $0 | $0 | $0 |
| SUPPLIES | $3,538 | $0 | $0 | $0 |
| ANNUAL DINNER EXPENSES | $1,242 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $35,219 | $35,219 | |
| ALGONQUIN MILL FESTIVAL | $210,816 | $210,816 | |
| MCCOOK HOUSE | $6,501 | $6,501 | |
| MILL SALES | $2,994 | $2,994 | |
| MISCELLANEOUS | $503 | $503 | |
| Membership Dues and Assessments | $1,453 | $1,453 | |
| Gross Income from Special Fundraising Events | $1,125 | $1,125 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO RECORD INVESTMENTS HELD AT STARK COMM.FDN. | Desc |
| Amt | $48,098 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL SERVICE FEES | CategoryTxt |
| Amt | $1,879 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $3,727 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,727 | DisbursementsCharitablePrpsAmt |
Comments