GREENWICH HISTORICAL SOCIETY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GREENWICH HISTORICAL SOCIETY INC (EIN 06-6036049)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-01
- IRS object ID
- 201830329349300113
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-01T09:16:19-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061253566 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER J MCKEEVER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5147 15 VALLEY DRIVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066036049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWICH HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 2038696899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 STRICKLAND RD | AddressLine1Txt |
| City | COS COB | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE DIXON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2036291043 | PhoneNum |
| Signature | 2018-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WALTER J MCKEEVER JR | PreparerPersonNm |
| PTIN | P00964495 | PTIN |
| Phone | 2036228625 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.184.230.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-31 | IPDt |
| IP Tm | 23:18:47 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 840320CFAA62540E819DE4DEC3163EFD56A2F420 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8C0DAEE30629953E4B57DD49B50DE5EBD6A95C4B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRUCE DIXON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9 MAHER AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,181,958 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GREENWICHHISTORY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1931 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE GREENWICH HISTORICAL SOCIETY PRESERVES THE HISTORY OF GREENWICH, ENGAGES THE PUBLIC IN AN EXPLORATION OF OUR RICH CULTURAL HERITAGE, INSPIRES A SPIRIT OF DISCOVERY THROUGH EDUCATIONAL PROGRAMS AND ENCOURAGES ACTIVE PARTICIPATION IN THE PRESERVATION AND INTERPRETATION OF THE TOWN'S PAST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 200 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,297,839 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,207,986 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $95,132 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $70,012 | CYProgramServiceRevenueAmt |
| PY Investment Income | $248,487 | PYInvestmentIncomeAmt |
| CY Investment Income | $237,149 | CYInvestmentIncomeAmt |
| PY Other Revenue | $204,063 | PYOtherRevenueAmt |
| CY Other Revenue | $398,134 | CYOtherRevenueAmt |
| PY Total Revenue | $3,845,521 | PYTotalRevenueAmt |
| CY Total Revenue | $4,913,281 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $839,263 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $869,208 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $421,730 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $971,592 | PYOtherExpensesAmt |
| CY Other Expenses | $799,883 | CYOtherExpensesAmt |
| PY Total Expenses | $1,810,855 | PYTotalExpensesAmt |
| CY Total Expenses | $1,669,091 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,034,666 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,244,190 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,471,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,320,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $115,801 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $379,791 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,356,158 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,940,952 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE GREENWICH HISTORICAL SOCIETY PRESERVES THE HISTORY OF GREENWICH, ENGAGES THE PUBLIC IN AN EXPLORATION OF OUR RICH CULTURAL HERITAGE, INSPIRES A SPIRIT OF DISCOVERY THROUGH EDUCATIONAL PROGRAMS AND ENCOURAGES ACTIVE PARTICIPATION IN THE PRESERVATION AND INTERPRETATION OF THE TOWN'S PAST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $957,712 | ExpenseAmt |
| Revenue | $64,512 | RevenueAmt |
| Desc | (1) PRESERVATION AND INTERPRETATION OF BUSH-HOLLEY HISTORIC SITE. (2) RESEARCH, PUBLICATION AND PUBLIC INFORMATION SERVICES OF THE LIBRARY AND ARCHIVES ON THE HISTORY OF GREENWICH.(3) EDUCATIONAND EXHIBITION PROGRAMS FOR STUDENTS, TEACHERS, YOUTH, FAMILIES AND ADULTS. | Desc |
| Total Program Service Expenses | $957,712 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENWICH HISTORICAL SOCIETY INC- | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2038696899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 STRICKLAND ROAD | AddressLine1Txt |
| City | COS COB | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DAVID BROWNWOOD | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ASHLEY ALLAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS P CLEPHANE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEA CRUMBINE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HALEY ELMLINGER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE D DIXON | ||||||
| TREASURER | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUZANNE C FRANK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT HINMAN GETZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA S GUFF | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GRAY HAMPTON III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEIGH ANN RYAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETH TAYLOR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ME KJAERNESTED | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ISABEL MALKIN | ||||||
| CORRESPONDING SEC. | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA MACDONALD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA HAWKS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE OGLIVY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ORMSBY | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| EMMA PENNINGTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN T REID | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA G ROYCE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY LAWRENCE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVIDDE E STRACKBEIN | ||||||
| CHAIR | 20.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEASE FISHER TALLMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE TOMPKINS | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HUGH B VANDERBILT JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER RAQUET | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LYNNE WHEAT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE REYNOLDS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH SCHMIDT ROBINSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $39,332 | MembershipDuesAmt |
| Government Grants | $5,606 | GovernmentGrantsAmt |
| All Other Contributions | $4,163,048 | AllOtherContributionsAmt |
| Total Contributions | $4,207,986 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATION PROGRAMS | 900099 | $55,722 | $55,722 |
| MUSEUM & PUBLICATION S | 900099 | $8,790 | $8,790 |
| FACILITY RENTAL | 900099 | $5,500 | $5,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $70,012 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $235,110 | TotalRevenueColumnAmt |
| Exclusion | $235,110 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,872 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $47,872 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,872 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $47,872 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,039 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,039 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,039 | TotalRevenueColumnAmt |
| Exclusion | $2,039 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $618,939 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $268,677 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $350,262 | TotalRevenueColumnAmt |
| Exclusion | $350,262 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,913,281 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $117,884 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $587,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,801 | TotalAmt |
| Program Services | $441,841 | ProgramServicesAmt |
| Management And General | $126,842 | ManagementAndGeneralAmt |
| Fundraising | $178,118 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,659 | TotalAmt |
| Program Services | $12,133 | ProgramServicesAmt |
| Management And General | $5,098 | ManagementAndGeneralAmt |
| Fundraising | $5,428 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,148 | TotalAmt |
| Program Services | $19,643 | ProgramServicesAmt |
| Management And General | $14,177 | ManagementAndGeneralAmt |
| Fundraising | $10,328 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,600 | TotalAmt |
| Program Services | $33,173 | ProgramServicesAmt |
| Management And General | $9,261 | ManagementAndGeneralAmt |
| Fundraising | $13,166 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,942 | TotalAmt |
| Program Services | $7,942 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,126 | TotalAmt |
| Program Services | $1,981 | ProgramServicesAmt |
| Management And General | $122 | ManagementAndGeneralAmt |
| Fundraising | $23 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222 | TotalAmt |
| Program Services | $147 | ProgramServicesAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,948 | TotalAmt |
| Management And General | $53,948 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,447 | TotalAmt |
| Program Services | $3,924 | ProgramServicesAmt |
| Management And General | $47,523 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FUNDRAISING - CAPITAL C | $139,354 | $139,354 | ||
| PROFESSIONAL FEES | $63,318 | $715 | $36,410 | $26,193 |
| HOSPITALITY | $54,301 | $14,163 | $30,234 | $9,904 |
| PRINTING & PHOTCOPYING | $48,570 | $5,198 | $35,216 | $8,156 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,655 | TotalAmt |
| Program Services | $335,068 | ProgramServicesAmt |
| Management And General | -$11,650 | ManagementAndGeneralAmt |
| Fundraising | $55,237 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,669,091 | TotalAmt |
| Program Services | $957,712 | ProgramServicesAmt |
| Management And General | $289,649 | ManagementAndGeneralAmt |
| Fundraising | $421,730 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $573,482 | BOYAmt |
| EOY | $1,458,015 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,506,939 | BOYAmt |
| EOY | $2,301,963 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,786 | BOYAmt |
| EOY | $51,571 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,506 | BOYAmt |
| EOY | $3,820 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,416 | BOYAmt |
| EOY | $17,678 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,114,525 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,263,518 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,240,287 | BOYAmt |
| EOY | $3,851,007 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,782,020 | BOYAmt |
| EOY | $5,692,117 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,949,523 | BOYAmt |
| EOY | $4,944,572 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,471,959 | BOYAmt |
| EOY | $18,320,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,801 | BOYAmt |
| EOY | $379,791 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,801 | BOYAmt |
| EOY | $379,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,909,837 | BOYAmt |
| EOY | $9,470,489 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,911,163 | BOYAmt |
| EOY | $4,535,305 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,535,158 | BOYAmt |
| EOY | $3,935,158 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,356,158 | BOYAmt |
| EOY | $17,940,952 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,471,959 | BOYAmt |
| EOY | $18,320,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,244,190 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $340,604 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,140,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $870,586 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,367,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,212,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,207,986 | CurrentTaxYearAmt |
| Total | $10,799,055 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $79,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $87,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,512 | CurrentTaxYearAmt |
| Total | $380,426 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,214,029 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $949,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,443,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,299,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,272,498 | CurrentTaxYearAmt |
| Total | $11,179,481 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $11,179,481 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $276,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $639,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $235,110 | CurrentTaxYearAmt |
| Total | $1,751,306 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $276,848 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $639,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,190 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $248,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $235,110 | CurrentTaxYearAmt |
| Total | $1,751,306 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,490,877 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,589,612 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,794,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,547,858 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,507,608 | CurrentTaxYearAmt |
| Total | $12,930,787 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.86460 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82990 | PublicSupportPY509Pct |
| Investment Income CY | 0.13540 | InvestmentIncomeCYPct |
| Investment Income PY | 0.17010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $4,944,572 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,782,020 | BeginningYearBalanceAmt |
| Contributions | $330,574 | ContributionsAmt |
| Investment Earnings Or Losses | $579,523 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,692,117 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,283,301 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$149,404 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $351,877 | OtherExpendituresAmt |
| End Year Balance | $4,782,020 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,591,716 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$36,819 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $271,596 | OtherExpendituresAmt |
| End Year Balance | $5,283,301 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,099,659 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $650,392 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $158,335 | OtherExpendituresAmt |
| End Year Balance | $5,591,716 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,823,653 | BeginningYearBalanceAmt |
| Contributions | $761 | ContributionsAmt |
| Investment Earnings Or Losses | $561,692 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $286,447 | OtherExpendituresAmt |
| End Year Balance | $5,099,659 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $652,539 | OtherCostOrOtherBasisAmt |
| Book Value | $652,539 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,695,572 | OtherCostOrOtherBasisAmt |
| Depreciation | $497,104 | DepreciationAmt |
| Book Value | $3,198,468 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $766,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $766,414 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,851,007 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIFF INVESTMENTS | Desc |
| Book Value | $5,692,117 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,692,117 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HISTORIC LAND AND BUILDINGS | Desc |
| Book Value | $4,944,572 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,944,572 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,253,885 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $340,604 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $340,604 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,913,281 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,913,281 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,669,091 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,669,091 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,669,091 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE HISTORICAL SOCIETY ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS IN THE FINANCIAL STATEMENTS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2017, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANTIQUARIUS | Event1Nm |
| Gross Receipts Event1 | $336,314 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $336,314 | GrossRevenueEvent1Amt |
| Event2 | OTHER | Event2Nm |
| Gross Receipts Event2 | $282,625 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $282,625 | GrossRevenueEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Total | $618,939 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $618,939 | GrossRevenueTotalEventsAmt |
| Net Income Summary | $618,939 | NetIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual With Books | JINGWEI LI FINANCE MANAGER | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 STRICKLAND ROAD | AddressLine1Txt |
| City | COS COB | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06807 | ZIPCd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | HOUSING PROVIDED TO THE EXECUTIVE DIRECTOR FOR THE CONVENIENCE OF THE GREENWICH HISTORICAL SOCIETY, INC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | ALL BOARD MEMBERS RECEIVE A DRAFT COPY OF THE 990. IT IS CIRCULATED ELECTRONICALLY WITH A REQUEST FOR COMMENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | NEW BOARD MEMBERS ARE PROVIDED THE CODE OF ETHICS AS A STANDARD PART OF BOARD ORIENTATION. TIME IS USUALLY ALOTTED ANNUALLY AT BOARD MEETINGS FOR THE CHAIRMAN TO REMIND ALL BOARD MEMBERS OF THE CODE OF ETHICS. ALL STAFF RECEIVE A COPY OF THE PERSONNEL MANUAL AS A CONDITION OF EMPLOYMENT. STAFF MEMBERS MUST REQUEST PERMISSION FROM THE EXECUTIVE DIRECTOR FOR OUTSIDE EMPLOYMENT OR SERVICE. WE HAVE NEVER HAD AN ISSUE ARISE THAT REQUIRED ENFORCEMENT FOR BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE IN EXECUTIVE SESSION. PERFORMANCE IS EVALUATED AND APPROPRIATE SALARY IS DETERMINED WITHIN THE SALARY SCALE ESTABLISHED BY AN OUTSIDE CONSULTANT. A RECORD OF THE SALARY DECISION IS PREPARED BY THE CHAIRMAN FOR THE PERSONNEL FILE. IN TWO OF THE LAST FOUR YEARS, THE BOARD OR SELECTED MEMBERS OF THE BOARD WERE ASKED TO EVALUATE THE PERFORMANCE OF THE EXECUTIVE DIRECTOR USING EVALUATION MATERIAL AND FORMS FURNISHED BY BOARDSOURCE. THE COMPENSATION FOR ALL OTHER EMPLOYEES IS DETERMINED BY THE EXECUTIVE DIRECTOR AND IS SET WITHIN THE FRAMEWORK OF A SALARY SCALE ESTABLISHED BY AN OUTSIDE CONSULTING GROUP THAT IS UPDATED AND REVIEWED EVERY 3 - 4 YEARS BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE DIRECTOR PROVIDES WRITTEN JOB DESCRIPTIONS, PERFORMANCE STANDARDS AND, FOR KEY POSITIONS, ANNUAL GOALS FOR EACH KEY POSITION. THE EXECUTIVE DIRECTOR CONDUCTS AN ANNUAL FORMAL PERFORMANCE REVIEW OF ALL KEY STAFF AND PROVIDES THE EXECUTIVE COMMITTEE WITH A WRITTEN REPORT INDICATING CHANGES TO GRADE LEVELS, JOB FUNCTIONS AND COMPENSATION. THE TOTAL SALARY BUDGET IS SUBJECT TO FINAL BUDGET APPROVAL BY THE BOARD OF TRUSTEES. THE EXECUTIVE DIRECTOR DELEGATES THE PERFORMANCE REVIEW OF SOME PART-TIME STAFF TO THE APPROPRIATE SUPERVISOR FOR |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION ON GUIDESTAR AND UPON REQUEST, EXCLUSIVE OF NAMES AND ADDRESSES OF DONORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE ACCESSIBLE TO ALL BOARD MEMBERS IN A SHARED ONLINE FILE AND PRINTED OUT UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS ACCESSIBLE TO ALL STAFF AND BOARD MEMBERS IN A SHARED ONLINE FILE AND PRINTED OUT UPON REQUEST. FINANCIAL STATEMENTS ARE ACCESSIBLE TO ALL STAFF AND BOARD MEMBERS IN A SHARED ONLINE FILE AND DISTRIBUTED AT FINANCE COMMITTEE AND BOARD MEETINGS. |
| FORM 990, PART IX, LINE 24E | MAINTENANCE-BUILDING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,925. GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 34,402. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,881. TOTAL EXPENSES 36,283. MAINTENANCE- GROUNDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 32,837. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,837. UTILITIES & PHONE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 32,591. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,591. CONSULTANTS: PROGRAM SERVICE EXPENSES 7,076. MANAGEMENT AND GENERAL EXPENSES 20,538. FUNDRAISING EXPENSES 3,608. TOTAL EXPENSES 31,222. SUPPLIES: PROGRAM SERVICE EXPENSES 21,092. MANAGEMENT AND GENERAL EXPENSES 9,539. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,631. FABRICATION: PROGRAM SERVICE EXPENSES 29,715. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,715. POSTAGE: PROGRAM SERVICE EXPENSES 12,880. MANAGEMENT AND GENERAL EXPENSES 9,677. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,557. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 13,041. MANAGEMENT AND GENERAL EXPENSES 4,417. FUNDRAISING EXPENSES 245. TOTAL EXPENSES 17,703. RENTALS: PROGRAM SERVICE EXPENSES 17,318. MANAGEMENT AND GENERAL EXPENSES 45. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,363. MAINTENANCE-EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,749. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,749. HONORARIA: PROGRAM SERVICE EXPENSES 13,155. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,155. TAXES- REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,642. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,642. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 3,733. MANAGEMENT AND GENERAL EXPENSES 3,221. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,954. MUSEUM STORE PURCHASES: PROGRAM SERVICE EXPENSES 6,827. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,827. PHOTOGRAPHY: PROGRAM SERVICE EXPENSES 5,687. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 751. TOTAL EXPENSES 6,438. ONLINE EXPENSE: PROGRAM SERVICE EXPENSES 2,702. MANAGEMENT AND GENERAL EXPENSES 3,657. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,359. SECURITY: PROGRAM SERVICE EXPENSES 280. MANAGEMENT AND GENERAL EXPENSES 5,064. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,344. EXHIBITION DESIGN: PROGRAM SERVICE EXPENSES 4,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,275. CULTIVATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,444. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,444. BANK & INVESTMENT FEES: PROGRAM SERVICE EXPENSES 1,263. MANAGEMENT AND GENERAL EXPENSES 103. FUNDRAISING EXPENSES 1,932. TOTAL EXPENSES 3,298. MISCELLANEOUS EXPENSE: PROGRAM SERVICE EXPENSES 853. MANAGEMENT AND GENERAL EXPENSES 140. FUNDRAISING EXPENSES 350. TOTAL EXPENSES 1,343. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION HAS FORMED AN AUDIT COMMITTEE TO OVERSEE THE AUDIT PROCESS. |
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