LEBANON HISTORICAL SOCIETY INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LEBANON HISTORICAL SOCIETY INC (EIN 06-0942503)
- Tax period
- 2015-05-01 to 2016-04-30
- Filed
- 2016-10-14
- IRS object ID
- 201602889349100400
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-14T07:10:35-05:00 | ReturnTs |
| Tax Period End | 2016-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060916777 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANE NAVRATIL & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT ST | AddressLine1Txt |
| City | WILLIMANTIC | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060942503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEBANON HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEBA | BusinessNameControlTxt |
| Phone | 8606427756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06249 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SLATE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8606427756 | PhoneNum |
| Signature | 2016-10-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL RUBIN | PreparerPersonNm |
| PTIN | P01037664 | PTIN |
| Phone | 8604562297 | PhoneNum |
| Preparation | 2016-10-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,196,825 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $123,234 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $66,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,051 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $66,051 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $378,249 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $34,965 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $34,965 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $197,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,051 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $101,016 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $109,668 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $109,668 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,390 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,390 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,683 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $17,683 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,346 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,408 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $3,408 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $42,656 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $25,036 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $25,036 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,701 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $6,244 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,457 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $275,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,683 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $27,335 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $205,497 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $447,488 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,683 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $27,335 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $377,497 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$250,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,368 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73,681 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,640 | CashBOYAmt |
| Cash EOY | $23,470 | CashEOYAmt |
| Cash EOYFMV | $23,470 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $650,441 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $412,071 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $412,071 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,588,877 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,604,935 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,604,935 | USGovtObligationsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,797,126 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $643,577 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,140,899 | LandBOYAmt |
| Land EOY | $1,153,549 | LandEOYAmt |
| Land EOYFMV | $1,153,549 | LandEOYFMVAmt |
| Other Assets BOY | $2,886 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,393,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,196,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,196,825 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,096 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $412 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,096 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $412 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,159,522 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,133,029 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $233,125 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $63,384 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,392,647 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,196,413 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,393,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,196,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,392,647 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$250,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,830 | OtherIncreasesAmt |
| Subtotal | $3,196,413 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,196,413 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH ACCT 02604 | P | 2014-05-01 | 2016-04-30 | $128,184 | $135,495 | -$7,311 | -$7,311 |
| MERRILL LYNCH ACCT 02605 | P | 2014-05-01 | 2016-04-30 | $250,065 | $269,580 | -$19,515 | -$19,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,826 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $328,270 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,285,861 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099904 | DistributionYr1Rt |
| Total Distribution | 0.099904 | TotalDistributionRt |
| Average Distribution | 0.099904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,113,039 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $211,101 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $484 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $211,585 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $432,802 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $484 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $484 | SubtotalAmt |
| Tax Based On Investment Income | $484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,316 | OverpaymentAmt |
| Applied To ES Tax | $1,316 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HISTORYOFLEBANON.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT SLATE | IndividualWithBooksNm |
| Phone | 8606427756 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GLENN PIANKA | ||||||||
| 185 FITCHVILLE ROAD | BOZRAH | CT | 06334 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SANDIE CHALIFOUX | ||||||||
| 89 LAKE ROAD | OAKDALE | CT | 06370 | PUBLICATIONS | 5.00 | $0 | $0 | $0 |
| ROBERT SLATE | ||||||||
| 607 TRUMBULL HIGHWAY | LEBANON | CT | 06249 | TREASURER | 5.00 | $0 | $0 | $0 |
| BRIAN BARTIZEK | ||||||||
| 87 BUSH HILL ROAD | WILLIMANTIC | CT | 06226 | HISTORIC STR | 5.00 | $0 | $0 | $0 |
| ARTHUR WALLACE | ||||||||
| 29 RESERVOIR ROAD | LEBANON | CT | 06249 | BUILDINGS & | 5.00 | $0 | $0 | $0 |
| MARIANNE FRESCHLIN | ||||||||
| 687 BEAUMONT HIGHWAY | LEBANON | CT | 06249 | EXHIBITS | 5.00 | $0 | $0 | $0 |
| ALICIA WAYLAND | ||||||||
| 105 WEST TOWN STREET | LEBANON | CT | 06249 | EX-OFFICIO | 5.00 | $0 | $0 | $0 |
| ED TOLLMANN | ||||||||
| 390 COOK HILL ROAD | LEBANON | CT | 06249 | NOMINATING | 5.00 | $0 | $0 | $0 |
| MARY LOU BECKWITH | ||||||||
| 545 TRUMBULL HIGHWAY | LEBANON | CT | 06249 | MEMBERSHIP & | 5.00 | $0 | $0 | $0 |
| LINDA HEATHERLY | ||||||||
| PO BOX 173 | LEBANON | CT | 06249 | PERSONNEL | 5.00 | $0 | $0 | $0 |
| SUZANNE YEO | ||||||||
| 201 GATES ROAD | LEBANON | CT | 06249 | PROGRAMS | 5.00 | $0 | $0 | $0 |
| RICK KANE | ||||||||
| 58 GOSHEN HILL ROAD | LEBANON | CT | 06249 | VICE PRESIDE | 5.00 | $0 | $0 | $0 |
| DAN MOORE | ||||||||
| 48-B BROWNING ROAD | LEBANON | CT | 06249 | COLLECTIONS | 5.00 | $0 | $0 | $0 |
| MARGARET MCCAW | ||||||||
| 776 TRUMBULL HWY | LEBANON | CT | 06249 | MEMBER-AT-LA | 5.00 | $0 | $0 | $0 |
| LYDIA MYERS | ||||||||
| 655 GOSHEN HILL RD | LEBANON | CT | 06249 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MATT FLEGERT | ||||||||
| 265 VILLAGE HILL RD | LEBANON | CT | 06249 | MEMBER-AT-LA | 5.00 | $0 | $0 | $0 |
| AL VERTEFEUILLE | ||||||||
| 172 BOGG LANE | LEBANON | CT | 06249 | FINANCE | 5.00 | $0 | $0 | $0 |
| JACY WORTH | ||||||||
| 671 EXETER ROAD | LEBANON | CT | 06249 | COMMUNITY EV | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO DEVELOP AN INCREASED INTEREST IN LOCAL HISTORY AND PROVIDE EDUCATIONAL EXPERIENCES FOR THE COMMUNITY TO ACHIEVE THIS PURPOSE. | Description1Txt |
| Expenses1 | $377,497 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,596,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $548,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,145,217 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,145,217 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,113,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,652 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,652 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $484 | TotalTaxAmt |
| Distributable Before Adj | $105,168 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $105,168 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $105,168 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $377,497 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $55,305 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $432,802 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $484 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $432,318 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $105,168 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $165,402 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $165,402 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $432,802 | QualifyingDistributionsAmt |
| Applied To Current Year | $105,168 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $327,634 | RemainingDistriFromCorpusAmt |
| Total Corpus | $493,036 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $493,036 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $165,402 | ExcessFromYear1Amt |
| Excess From Current Year | $327,634 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JONATHAN TRUMBULL JR HOUSE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 TRUMBULL HIGHWAY | AddressLine1Txt |
| Address Line2 | ROUTE 87 | AddressLine2Txt |
| City | LEBANON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | CHARITABLE | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT MUSEUM GRANT | GrantOrContributionPurposeTxt |
| Amt | $172,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PROGRAM INCOME | $1,283 |
| EVENING AT THE MUSEUM | $10,292 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,660 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,772 | ExclusionAmt |
| Related Or Exempt Function Incm | $52,279 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$26,826 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,307 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 25 | ExclusionCd |
| Exclusion | $2,179 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,951 | ExclusionAmt |
| Related Or Exempt Function Incm | $51,995 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,946 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADAMS TOWN MEMORIAL FUND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $94,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Disbursements Charitable Prps | $2,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| MUSEUM BUILDING | 1998-12-31 | $951,857 | $388,675 | S/L | 40.0000 | $23,796 |
| BUILDING IMPROVEMENTS | 2000-02-10 | $17,586 | $9,752 | S/L | 27.5000 | $640 |
| MUSEUM & VISITOR CTR CONSTRUCTIONS | 1999-06-24 | $120,482 | $47,691 | S/L | 40.0000 | $3,012 |
| OFFICE EQUIPMENTS | 1999-06-24 | $68,237 | $68,237 | S/L | 10.0000 | |
| BUILDING IMPROVEMENTS | 1999-12-31 | $23,856 | $13,302 | S/L | 27.5000 | $867 |
| LAND | 1994-04-19 | $54,700 | ||||
| LIGHTING | 2000-09-07 | $14,304 | $5,364 | S/L | 39.0000 | $367 |
| EXTERIOR SIGN | 2000-09-19 | $2,967 | $2,967 | 200DB | 7.0000 | |
| STORAGE BUILDING/PAVING | 2000-09-09 | $4,332 | $1,625 | S/L | 39.0000 | $111 |
| TRUMBULL STONE | 2000-09-18 | $910 | ||||
| HUNTINGTON EXHIBIT | 2000-10-17 | $9,519 | ||||
| COMPRESSOR & CONDENSER FAN | 2000-11-15 | $1,261 | $1,261 | 200DB | 7.0000 | |
| MUSEUM CASES | 2002-01-30 | $15,482 | $15,482 | S/L | 7.0000 | |
| NETWORK UPGRADE | 2003-08-23 | $2,732 | $2,732 | S/L | 5.0000 | |
| NEW GARAGE DOOR | 2003-11-22 | $1,506 | $1,506 | S/L | 10.0000 | |
| PAINTING OF MUSEUM BUILDING | 2003-08-27 | $6,200 | $2,630 | S/L | 27.5000 | $226 |
| LAPTOP COMPUTER & ACCESSORIES | 2005-02-24 | $1,800 | $1,800 | S/L | 5.0000 | |
| SOPHIA LATHROP SAMPLER | 2005-08-20 | $11,940 | ||||
| PAIR BERIAH GREEN WINDSOR CHARIS | 2007-02-17 | $2,875 | ||||
| QB SOFTWARE | 2007-04-28 | $1,362 | $1,362 | S/L | 3.0000 | |
| LOFT CONSTRUCTION IN CARRIAGE SHED | 2007-03-02 | $3,000 | $628 | S/L | 39.0000 | $77 |
| BUILDING IMPROVEMENTS-BEAUMONT | 1999-04-30 | $6,603 | ||||
| NEWCOMB CHEST | 2008-04-12 | $15,000 | ||||
| 4-COMPUTERS | 2009-07-09 | $6,935 | $6,935 | S/L | 5.0000 | |
| NEW COMPUTER INSTALLATIONS | 2009-10-23 | $1,410 | $1,410 | S/L | 5.0000 | |
| BUCKINGHAM LIBRARY MOVE | 2011-10-07 | $24,683 | $3,216 | S/L | 27.5000 | $898 |
| PASTOR'S LIBRARY INTERIOR WORK | 2012-04-25 | $2,629 | $287 | S/L | 27.5000 | $95 |
| BEAUMONT NORTH WALL REPAIR | 2011-09-30 | $15,735 | $2,050 | S/L | 27.5000 | $573 |
| 3 PARKING LIGHTS | 2011-12-02 | $14,530 | $1,805 | S/L | 27.5000 | $529 |
| CARPET REPLACEMENT | 2012-03-08 | $10,372 | $3,284 | S/L | 10.0000 | $1,038 |
| MPR CHAIRS | 2012-02-07 | $15,618 | $7,251 | S/L | 7.0000 | $2,231 |
| PAINTING BUCKINGHAM LIBRARY | 2012-09-21 | $3,200 | $301 | S/L | 27.5000 | $116 |
| UTILITY SHED | 2012-09-04 | $33,135 | $3,213 | S/L | 27.5000 | $1,205 |
| WORK LIGHTS IN GALLERY | 2013-01-11 | $3,516 | $298 | S/L | 27.5000 | $128 |
| ELECTRICITY INSTALLATION IN PASTORS LIB | 2012-10-12 | $7,723 | $725 | S/L | 27.5000 | $281 |
| 16 WHITE TRACK LIGHTS | 2013-01-11 | $7,833 | $665 | S/L | 27.5000 | $284 |
| LAND - 844 TRUMBULL HIGHWAY | 2013-04-25 | $172,500 | ||||
| BEAUMONT HOUSE MOVE | 2014-01-31 | $39,299 | $1,786 | S/L | 27.5000 | $1,429 |
| WIRELESS PROJECTOR | 2014-03-31 | $2,402 | $372 | S/L | 7.0000 | $343 |
| CLASS OF 1937 SIGN | 2013-12-20 | $7,105 | $1,353 | S/L | 7.0000 | $1,015 |
| FOUNDATION & MASONRY WORK - BEAUMONT | 2014-08-25 | $19,185 | $465 | S/L | 27.5000 | $698 |
| RETAINING WALL - BEAUMONT | 2014-12-17 | $5,250 | $64 | S/L | 27.5000 | $191 |
| MICRO FILM READER - POWER SCAN 2000 | 2014-12-05 | $10,250 | $427 | S/L | 10.0000 | $1,025 |
| STONE WALKWAY- BEAUMONT | 2015-09-08 | $14,250 | S/L | 27.5000 | $345 | |
| SEPTIC WORK- BEAUMONT | 2015-10-30 | $22,160 | S/L | 27.5000 | $403 | |
| ALARM SECURITY- BEAUMONT | 2015-09-14 | $2,895 | S/L | 10.0000 | $193 | |
| CHIMNEY RECONSTRUCTION- BEAUMONT | 2015-09-07 | $3,500 | S/L | 27.5000 | $85 | |
| STONE WALL- BEAUMONT | 2015-05-12 | $12,500 | S/L | 27.5000 | $455 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,604,935 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,604,935 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS & EQUIPMENT | $1,569,926 | $643,577 | $926,349 | $926,349 |
| LAND | $227,200 | $227,200 | $227,200 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $2,886 | BOYBookValueAmt |
| EOY Book Value | $2,800 | EOYBookValueAmt |
| EOYFMV | $2,800 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANTIQUE SHOW | |||
| EVENT EXPENSES | $6,244 | $6,244 | |
| EXPENSES | |||
| OFFICE/ ADMIN EXPENSES | $4,186 | $4,186 | |
| TECHNOLOGY UPGRADE | $4,500 | $4,500 | |
| PUBLICITY & COMMUNICATIONS | $3,658 | $3,658 | |
| INSURANCE EXPENSE | $18,897 | $18,897 | |
| PROGRAM EXPENSES | $1,133 | $1,133 | |
| GRANT EXPENSES | $1,250 | $1,250 | |
| COLLECTIONS | $2,384 | $2,384 | |
| LIBRARY SUPPLIES | $312 | $312 | |
| EXHIBIT EXPENSES | $5,452 | $5,452 | |
| MUSEUM SHOP | $305 | $305 | |
| STAFF APPRECIATION | $550 | $550 | |
| MISCELLANEOUS EXPENSES | $137 | $137 | |
| EVENT EXPENSES | $7,192 | $7,192 | |
| HISTORIC BUILDING EXPENSES | $7,501 | $7,501 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| PROGRAM INCOME | $1,283 | $1,283 |
| EVENING AT THE MUSEUM | $10,292 | $10,292 |
| DUES | $6,660 | $6,660 |
| ANTIQUE SHOW | $14,551 | $14,551 |
| MISCELLANEOUS INCOME | $2,179 | $2,179 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $27,004 |
| TAX LOSS | $26,826 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $17,683 | $17,683 | $17,683 | |
| PAYROLL SERVICE | $2,346 | $2,346 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,408 | Amt |
| Adjusted Net Income | $3,408 | AdjustedNetIncomeAmt |
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