BRONX COUNTY HISTORICAL SOCIETY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BRONX COUNTY HISTORICAL SOCIETY (EIN 13-6153378)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-15
- IRS object ID
- 201701059349300120
- Schema version
- 2015v3.0
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-15T12:51:12-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132550103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D'ARCANGELO & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 WESTCHESTER AVE SUITE N-400 | AddressLine1Txt |
| City | RYE BROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105731301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136153378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRONX COUNTY HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRON | BusinessNameControlTxt |
| Phone | 7188818900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3309 BAINBRIDGE AVENUE | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR GARY D HERMALYN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7188818900 | PhoneNum |
| Signature | 2017-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R D'ARCANGELO | PreparerPersonNm |
| PTIN | P00836264 | PTIN |
| Phone | 9146944600 | PhoneNum |
| Preparation | 2017-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR GARY D HERMALYN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3309 BAINBRIDGE AVENUE | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $700,432 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BRONXHISTORICALSOCIETY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | TO OPERATE HISTORIC FACILITIES, RESEARCH LIBRARIES AND ARCHIVES; EDUCATIONAL PROGRAMS; PUBLISHING AND RESEARCH OF ITEMS OF HISTORIC IMPORTANCE INCLUDING MAINTENANCE OF MUSEUM COLLECTIONS PRIMARILY RELATED TO THE LIFE AND HISTORY OF BRONX COUNTY, NEW YORK AND LOWER WESTCHESTER COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $6,000 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$609 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $324,017 | PYContributionsGrantsAmt |
| CY Contributions Grants | $523,210 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,941 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,001 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,734 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,718 | CYInvestmentIncomeAmt |
| PY Other Revenue | $125,616 | PYOtherRevenueAmt |
| CY Other Revenue | $12,411 | CYOtherRevenueAmt |
| PY Total Revenue | $541,308 | PYTotalRevenueAmt |
| CY Total Revenue | $599,340 | 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 | $326,538 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $353,739 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $29,246 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $216,919 | PYOtherExpensesAmt |
| CY Other Expenses | $312,061 | CYOtherExpensesAmt |
| PY Total Expenses | $543,457 | PYTotalExpensesAmt |
| CY Total Expenses | $665,800 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,149 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$66,460 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,190,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,148,278 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $325,114 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $374,198 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $865,060 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $774,080 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BRONX IS A MICROCOSM OF THE STORY OF AMERICA. THE BRONX IS HOME TO 1.4 MILLION PEOPLE WITH A RICH DIVERSITY OF ETHNIC AND CULTURAL BACKGROUNDS. SINCE COLONIAL DAYS, THE BRONX HAS STOOD AT THE CROSSROADS OF AMERICAN HISTORY.THE BRONX COUNTY HISTORICAL SOCIETY WAS FOUNDED IN 1955 TO PRESERVE THE HERITAGE OF THIS THRIVING COMMUNITY. THE SOCIETY ADMINISTERS THE COLONIAL ERA VALENTINE-VARIAN HOUSE, WHICH SERVES AS THE MUSEUM OF BRONX HISTORY; THE BRONX COUNTY ARCHIVES; AN EXTENSIVE RESEARCH LIBRARY; AND POE COTTAGE, THE FINAL HOME OF AMERICA'S GREAT 19TH CENTURY POET AND AUTHOR, EDGAR ALLAN POE. BOTH HISTORIC HOUSES ARE LISTED IN THE NATIONAL REGISTER OF HISTORIC PLACES.THE SOCIETY IS NOT ONLY DEDICATED TO PRESERVING BRONX HISTORY. IT ALSO OFFERS A VARIETY OF PROGRAMS FOR THE CASUAL VISITOR, TOURIST, BUSINESS PERSON, STUDENT, OR RESEARCHER INTERESTED IN LEARNING MORE ABOUT CONTEMPORARY LIFE IN THE BRONX. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $477,096 | ExpenseAmt |
| Revenue | $26,150 | RevenueAmt |
| Desc | OPERATION OF LOCAL HISTORIC FACILITIES - POE COTTAGE, VALENTINE-VARIAN HOUSE 3309 AND 3313 BAINBRIDGE AVENUE, INCLUDING THE BRONX COUNTY MUSEUM, ARCHIVES, MAINTAINING AND OPERATING HISTORICAL SITES FOR THE PUBLIC AND VISITORS AND THE BRONX RESEARCH LIBRARY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Revenue | $29,102 | RevenueAmt |
| Desc | EDUCATIONAL PROGRAMS AND RESEARCH ON ITEMS OF LOCAL HISTORIC IMPORTANCE INCLUDING MAINTENANCE OF MUSEUM COLLECTIONS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $477,096 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | 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 | Yes (1) | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| 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 | DR GARY D HERMALYN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7188818900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3309 BAINBRIDGE AVENUE | AddressLine1Txt |
| City | BRONX | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10467 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JACQUELINE KUTNER | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOEL PODGOR | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PROF LLOYD ULTAN | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT ESNARD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAT LOGAN | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TONY MORANTE | ||||||
| VICE PRESIDENT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MEI SEI FONG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY BARRAZOTTO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR GARY D HERMALYN | ||||||
| EXECUTIVE DIRECTOR | 65.00 | Yes (X) | $44,750 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $44,750 | 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 | $15,057 | MembershipDuesAmt |
| Fundraising | $84,479 | FundraisingAmt |
| Government Grants | $338,613 | GovernmentGrantsAmt |
| All Other Contributions | $85,061 | AllOtherContributionsAmt |
| Noncash Contributions | $7,605 | NoncashContributionsAmt |
| Total Contributions | $523,210 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS | 611600 | $26,150 | $26,150 |
| EDUCATION | 611600 | $21,331 | $21,331 |
| ROYALTIES | 611600 | $520 | $520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,001 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,651 | TotalRevenueColumnAmt |
| Exclusion | $18,651 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $47,652 | SecuritiesAmt |
| Other | $22,137 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,415 | SecuritiesAmt |
| Other | $12,307 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$12,763 | SecuritiesAmt |
| Other | $9,830 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,933 | TotalRevenueColumnAmt |
| Exclusion | -$2,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $27,530 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $84,479 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,370 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$840 | TotalRevenueColumnAmt |
| Exclusion | -$840 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| OTHER | 611600 | $7,251 | $7,251 | |
| JOURNAL ADVERTISING | 541800 | $6,000 | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,251 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $599,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,252 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,000 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,878 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,610 | TotalAmt |
| Program Services | $30,527 | ProgramServicesAmt |
| Management And General | $8,722 | ManagementAndGeneralAmt |
| Fundraising | $4,361 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,955 | TotalAmt |
| Program Services | $154,463 | ProgramServicesAmt |
| Management And General | $62,794 | ManagementAndGeneralAmt |
| Fundraising | $15,698 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,319 | TotalAmt |
| Program Services | $14,260 | ProgramServicesAmt |
| Management And General | $5,513 | ManagementAndGeneralAmt |
| Fundraising | $1,546 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,125 | TotalAmt |
| Program Services | $21,488 | ProgramServicesAmt |
| Management And General | $8,307 | ManagementAndGeneralAmt |
| Fundraising | $2,330 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,730 | TotalAmt |
| Program Services | $15,873 | ProgramServicesAmt |
| Management And General | $6,136 | ManagementAndGeneralAmt |
| Fundraising | $1,721 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263 | TotalAmt |
| Management And General | $263 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,938 | TotalAmt |
| Management And General | $16,938 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,651 | TotalAmt |
| Program Services | $19,651 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,784 | TotalAmt |
| Program Services | $3,557 | ProgramServicesAmt |
| Management And General | $14,227 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $674 | TotalAmt |
| Program Services | $674 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,063 | TotalAmt |
| Program Services | $25,675 | ProgramServicesAmt |
| Management And General | $9,388 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,815 | TotalAmt |
| Program Services | $2,670 | ProgramServicesAmt |
| Management And General | $1,145 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325 | TotalAmt |
| Program Services | $228 | ProgramServicesAmt |
| Management And General | $97 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,895 | TotalAmt |
| Management And General | $9,895 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,335 | TotalAmt |
| Program Services | $3,734 | ProgramServicesAmt |
| Management And General | $1,601 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,478 | TotalAmt |
| Program Services | $23,356 | ProgramServicesAmt |
| Management And General | $4,122 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAJOR REHABILITIATION P | $78,000 | $78,000 | ||
| PROGRAM EXPENSES | $67,479 | $67,479 | ||
| TELEPHONE | $9,633 | $2,987 | $5,962 | $684 |
| POSTAGE | $9,051 | $4,526 | $2,715 | $1,810 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,677 | TotalAmt |
| Program Services | $7,948 | ProgramServicesAmt |
| Management And General | $1,633 | ManagementAndGeneralAmt |
| Fundraising | $1,096 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665,800 | TotalAmt |
| Program Services | $477,096 | ProgramServicesAmt |
| Management And General | $159,458 | ManagementAndGeneralAmt |
| Fundraising | $29,246 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,291 | BOYAmt |
| EOY | $55,937 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,684 | BOYAmt |
| EOY | $15,307 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,111 | BOYAmt |
| EOY | $44,512 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,466 | BOYAmt |
| EOY | $45,875 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,065 | BOYAmt |
| EOY | $16,929 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $306,321 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $279,115 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,541 | BOYAmt |
| EOY | $27,206 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $349,448 | BOYAmt |
| EOY | $270,339 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,568 | BOYAmt |
| EOY | $672,173 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,190,174 | BOYAmt |
| EOY | $1,148,278 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,780 | BOYAmt |
| EOY | $76,245 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,250 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,103 | BOYAmt |
| EOY | $233,103 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,981 | BOYAmt |
| EOY | $64,850 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $325,114 | BOYAmt |
| EOY | $374,198 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,560 | BOYAmt |
| EOY | $746,580 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,500 | BOYAmt |
| EOY | $27,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $865,060 | BOYAmt |
| EOY | $774,080 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,190,174 | BOYAmt |
| EOY | $1,148,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$66,460 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$32,917 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $8,397 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $470,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $336,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $387,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $410,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $446,336 | CurrentTaxYearAmt |
| Total | $2,050,377 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $470,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $336,877 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $387,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $410,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $446,336 | CurrentTaxYearAmt |
| Total | $2,050,377 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $177,671 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,872,706 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,911 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,171 | CurrentTaxYearAmt |
| Total | $66,772 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,877 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,000 | CurrentTaxYearAmt |
| Total | $27,577 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,768 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $7,251 | CurrentTaxYearAmt |
| Total | $13,097 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,157,823 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $313,184 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| 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 |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $355,624 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$26,923 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $43,055 | OtherExpendituresAmt |
| End Year Balance | $285,646 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $379,151 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $24,807 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $41,237 | OtherExpendituresAmt |
| End Year Balance | $355,624 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $315,814 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $92,569 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $29,232 | OtherExpendituresAmt |
| End Year Balance | $379,151 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $315,372 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $43,727 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $43,285 | OtherExpendituresAmt |
| End Year Balance | $315,814 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $453,589 | BeginningYearBalanceAmt |
| Contributions | $3,121 | ContributionsAmt |
| Investment Earnings Or Losses | -$33,366 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $107,972 | OtherExpendituresAmt |
| End Year Balance | $315,372 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.10000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $197,314 | OtherCostOrOtherBasisAmt |
| Depreciation | $170,108 | DepreciationAmt |
| Book Value | $27,206 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,116 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,116 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,891 | OtherCostOrOtherBasisAmt |
| Depreciation | $98,891 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,206 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LIBRARY | $325,762 |
| MUSEUM | $275,125 |
| POE COTTAGE | $4,486 |
| ARCHIVES | $66,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $672,173 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMPENSATED ABSENCES AND OTHER POST RETIREMENT OBLIGATIONS | Desc |
| Amt | $64,850 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $64,850 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $886,322 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$32,917 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $279,112 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $246,195 | RevenueNotReportedAmt |
| Revenue Subtotal | $640,127 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$40,787 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$40,787 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $599,340 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $985,698 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $279,112 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $40,788 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $319,900 | ExpensesNotReportedAmt |
| Expenses Subtotal | $665,798 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $665,798 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | SOCIETY'S RESEARCH LIBRARY IS UNIQUE IN NEW YORK CITY. IT HOUSES AN EXTENSIVE COLLECTION OF HISTORICAL INFORMATION ON THE BRONX, INCLUDING BOOKS, REPORTS, PAMPHLETS, MICROFILMS, ETC. IT IS A MAJOR RESOURCE CENTER FOR HIGH SCHOOL AND COLLEGE STUDENTS, JOURNALISTS, BUSINESS AND GOVERNMENT RESEARCHERS AND SCHOLARS WHO HAVE A PROFESSIONAL NEED, OR CURIOSITY, TO LEARN MORE ABOUT THE BRONX. IN 1974, THE SOCIETY'S COLLECTION OF HISTORICAL MATERIAL GREW CONSIDERABLY WHEN THE SOCIETY ASSUMED RESPONSIBILITY FOR NEARLY A MILLION ITEMS WHICH WERE THEN ESTABLISHED AS THE BRONX COUNTY ARCHIVES. THE ARCHIVES CONTAIN ORIGINAL DOCUMENTS, MANUSCRIPTS, BOOKS, MAPS AND CITY DIRECTORIES GOING BACK TO PRE-CIVIL WAR DAYS, COVERING NOT ONLY BRONX HISTORY BUT ALSO THE HISTORY OF NEW YORK CITY AND WESTCHESTER COUNTY. THE RESEARCH LIBRARY AND ARCHIVES ALSO BOAST AN ENORMOUS COLLECTION OF 19TH AND EARLY 20TH CENTURY PHOTOGRAPHS, PRINTS AND POSTCARDS OF THE BRONX. THERE IS ALSO AN IMPORTANT COLLECTION OF PERIODICAL LITERATURE AND PUBLICATIONS, BEGINNING WITH THE FIRST ISSUE OF THE BRONX HOME NEWS FROM 1907. FINALLY, THERE IS A SPECIAL COLLECTION OF MATERIAL ON THE LIFE AND WORKS OF EDGAR ALLAN POE. ONE ADVANTAGE THE SOCIETY'S LIBRARY OFFERS RESEARCHERS IS DIRECT ACCESS TO THE COLLECTION. THEY CAN LOOK THROUGH HISTORIC PERSONAL PAPERS, LISTEN TO TAPES IN THE ORAL HISTORY ARCHIVES, VIEW VIDEOS OR STUDY THE OLD PHOTOGRAPHS. THE LIBRARY HAS AN EASY TO USE CROSS INDEXED CARD FILE, FULL-TIME LIBRARIANS AND A QUIET, PERSONAL ATMOSPHERE. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE PLANNED TO BE A SOURCE OF CONTINUING SUPPORT FOR THE OPERATIONS OF THE SOCIETY. THE BOARD IS ENDEAVORING TO CREATE A SOURCE OF PERMANENT FINANCING TO EASE THE FINANCIAL PRESSURES ON THE CONTINUANCE OF THE SOCIETY. |
| PART X, LINE 2: | THE SOCIETY EVALUATES THE EFFECT OF UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP). MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX IN EXCESS OF AMOUNTS REPORTED ON THE ANNUAL TAX RETURNS. THE SOCIETY DISCLOSES MATERIAL ADJUSTMENTS RESULTING FROM TAX EXAMINATIONS, IF ANY, AND REPORTS INTEREST AND PENALTIES RESULTING FROM SUCH ADJUSTMENTS, AS INTEREST EXPENSE OR OTHER EXPENSE. THERE WERE NO TAX EXAMINATIONS OR ADJUSTMENTS RELATING THEREFROM. TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011 THROUGH 2014 ARE SUBJECT TO AUDIT BY THE APPLICABLE GOVERNMENTAL JURISDICTION. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES OFFSETS TO REVENUE -40,787. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OFFSETS TO REVENUE 40,787. ROUNDING 1. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $96,469 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $74,739 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,730 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $4,166 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $18,261 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $4,931 | OtherDirectExpensesEvent1Amt |
| Event2 | DINNER AT RAO | Event2Nm |
| Gross Receipts Event2 | $15,540 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $9,740 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,800 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $1,012 | RentFacilityCostsEvent2Amt |
| Gross Receipts Total | $112,009 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $84,479 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $27,530 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $4,166 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,273 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,931 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,370 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$840 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LLOYD ULTAN | PersonNm |
| Relationship With Org | BOARD MEMBER | RelationshipWithOrgTxt |
| Loan Purpose | FINANCING OF ARCHIVES BUILDING RENOVATIONS | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $195,103 | OriginalPrincipalAmt |
| Balance Due | $233,103 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $233,103 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 450 | ContributionCnt |
| Noncash Contributions Rpt F990 | $7,605 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY ENCOURAGES THOSE INTERESTED IN THE HISTORY OF THE BRONX TO JOIN THE SOCIETY AS MEMBERS. THE SOCIETY OFFERS DIFFERENT MEMBERSHIP LEVELS. AS A MEMBER OF THE BRONX COUNTY HISTORICAL SOCIETY YOU RECEIVE: A SUBSCRIPTION TO: THE BRONX COUNTY HISTORICAL SOCIETY JOURNAL PUBLISHED SEMI-ANNUALLY; THE BRONX HISTORIAN NEWSLETTER; INVITATION TO THE SOCIETY'S ANNUAL DINNER HONORING THE BRONX HIGH SCHOOL; VALEDICTORIANS, LECTURES, HISTORICAL TOURS AND EDUCATIONAL PROGRAMS. FREE ADMISSION TO: - THE MUSEUM OF BRONX HISTORY AT 3266 BAINBRIDGE AVE., 208TH ST., BRONX, N.Y. - THE EDGAR ALLAN POE COTTAGE AT KINGSBRIDGE ROAD & GRAND CONCOURSE, BRONX, N.Y. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE SOCIETY HAS DELEGATED THE PREPARATION OF THE REQUIRED FILINGS TO THE EXECUTIVE DIRECTOR AND THE TREASURER IN CONSULTATION WITH THE SOCIETY'S AUDITORS. UPON COMPLETION OF THE FILINGS, THE FILINGS ARE MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. ANY QUESTIONS OR CONCERNS ARE ADDRESSED PRIOR TO FILING THE RETURNS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE SOCIETY REQUIRES ALL BOARD MEMBERS AND SIGNIFICANT MEMBERS OF MANAGEMENT TO DISCLOSE ALL RELATIONSHIPS THAT COULD BE CONSIDERED A CONFLICT OF INTEREST AND INCLUDES THAT INFORMATION IN BOARD MINUTES AS APPLICABLE. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS AFTER A REVIEW OF LOCAL SALARIES OF SIMILAR ORGANIZATIONS AND A REVIEW OF THE SOCIETY'S FINANCES. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE SOCIETY'S FORM 1023 IS AVAILABLE UPON REQUEST FROM THE SOCIETY. THE SOCIETY'S FORM 990 IS MADE AVAILABLE ON WWW.GUIDESTAR.ORG AND ITS FILING WITH THE NYS OFFICE OF THE ATTORNEY GENERAL INCLUDES FORM CHAR-500 WITH COPIES OF THE FORM 990 AS FILED AND THE AUDITED FINANCIAL STATEMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO ANYONE REQUESTING THE DOCUMENTS FROM THE SOCIETY. THE SOCIETY'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ALSO ARE AVAILABLE WITH THE SOCIETY'S NEW YORK STATE CHAR-500 FILING WITH THE NEW YORK STATE OFFICE OF THE ATTORNEY GENERAL WHICH ARE MADE AVAILABLE FREE OF CHARGE ON THE ATTORNEY GENERAL'S OFFICE OF CHARITIES REGISTRATION WEBSITE. |
| FORM 990, PART IX, LINE 24E | LIBRARY: PROGRAM SERVICE EXPENSES 5,147. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,147. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 1,826. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,826. PROVISION FOR BAD DEBTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,633. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,633. FUNDRAISING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 1,096. TOTAL EXPENSES 1,096. SUPPLIES: PROGRAM SERVICE EXPENSES 975. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 975. |
| FORM 990, PART XI, LINE 9: | OTHER RECONCILING ITEMS 8,397. |
| FORM 990, PART XII, LINE 2C | ORGANIZATION COMMITTEE THAT PROVIDES OVERSIGHT OF THE ORGANZIATION'S AUDIT - THE EXECUTIVE DIRECTOR AND BOARD TREASURER OVERSEE THE AUDIT AND REPORT TO THE ENTIRE BOARD. NO CHANGE IN OPERATION OR PROCEDURE HAS BEEN MADE TO THE OVERSIGHT FUNCTION DURING THE YEAR. |
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