2016-12-14T10:28:47-06:00 2016-08-31 205815581 KEVIN L DUMAS CPA LLC 28 OLD PARK LANE ROAD NEW MILFORD CT 067762508 990 2015-09-01 510176086 THE SHERMAN HISTORICAL SOCIETY INC SHER 8603543083 10 ROUTE 37 CENTER SHERMAN CT 06784 SUSAN MOGA PRESIDENT 8607995058 2016-12-01 1 KEVIN L DUMAS CPA P00118290 8603552223 2016-11-29 X 2015 2017-02-10 21:41:12Z SUSAN MOGA 10 SAWMILL RD SHERMAN CT 06784 641168 0 X WWW.SHERMANHISTORICAL.ORG X 1981 CT TO BRING TOGETHER PEOPLE INTERESTED IN THE TOWN'S HISTORY, TO COLLECT AND PRESERVE OBJECTS WHICH HELP TO ESTABLISH OR ILLUSTRATE ITS HISTORY, TO ACQUIRE AND MANAGE ANY PROPERTY AVAILABLE TO THE SOCIETY, TO INTEREST YOUNG PEOPLE IN THEIR TOWN'S HERITAGE, TO PUBLISH HISTORICAL INFORMATION , AND TO MAINTAIN A LIBRARY OF HISTORICAL MATERIALS. 9 9 0 25 0 0 25356 39738 5784 8045 12030 122208 36731 38096 79901 208087 0 0 0 0 0 0 0 0 6583 64189 78411 64189 78411 15712 129676 646176 678744 0 0 646176 678744 X TO BRING TOGETHER PEOPLE INTERESTED IN THE TOWN'S HISTORY, TO COLLECT AND PRESERVE OBJECTS WHICHHELP TO ESTABLISH OR ILLUSTRATE ITS HISTORY, TO ACQUIRE AND MANAGE ANY PROPERTY AVAILABLE TO THESOCIETY, TO INTEREST YOUNG PEOPLE IN THEIR TOWN'S HERITAGE, TO PUBLISH HISTORICAL INFORMATION,AND TO MAINTAIN A LIBRARY OF HISTORICAL MATERIALS. 0 0 17551 8045 TO BRING TOGETHER PEOPLE INTERESTED IN THE TOWNS HISTORY AND TO INTEREST YOUNG PEOPLE IN THEIR TOWN'S HISTORY 40843 TO ACQUIRE AND MANAGE ANY PROPERTY AVAILABLE TO THE SOCIETY. 1932 TO PUBLISH HISTORICAL INFORMATION AND TO MAINTAIN A LIBRARY OF HISTORICAL MATERIALS. 60326 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 CT X BETTY BEATTY 8603547463 46 ROUTE 39 NORTH SHERMAN CT 06784 X GLORIA THORNE HONORARY DIRECTOR 5.00 X 0 0 0 ELIZABETH MARD PRESIDENT/DIRECTOR 1.00 X X 0 0 0 ALICE SCHNECKENBURGER HONORARY DIRECTOR 0.00 X 0 0 0 CINDY ROSA VICE PRESIDENT/DIRECTOR 10.00 X X 0 0 0 GINNY ZELLNER DIRECTOR 3.00 X 0 0 0 ERICH DILLER DIRECTOR 7.00 X 0 0 0 EILEEN O'CONNELL DIRECTOR 7.00 X 0 0 0 SUE MOGA DIRECTOR 3.00 X 0 0 0 JOHN JENNER HONORARY DIRECTOR 3.00 X 0 0 0 JAN DESIATO DIRECTOR 5.00 X 0 0 0 JONI TAYLOR DIRECTOR 5.00 X 0 0 0 GAIL TURRO DIRECTOR 7.00 X 0 0 0 BETTY BEATTY SECRETARY/TREASURER 10.00 X 0 0 0 0 0 0 0 0 0 0 0 11775 27963 39738 KIDS @ COBBLER SHOP 611170 5720 5720 HOOKED ON HISTORY 611710 2300 2300 CHILDREN'S PROGRAMS 611710 25 25 8045 9571 9571 497321 384684 112637 112637 112637 9791 0 9791 9791 76702 48397 28305 28305 208087 8045 0 160304 7434 7434 2250 2250 6514 6514 1110 1110 3987 1487 500 2000 10748 9248 1075 425 1082 1082 216 216 6948 6948 9489 8489 1000 BUILDING REPAIRS & MAIN 16158 16158 PROGRAMS & EDUCATION 5454 5454 FUNDRAISING EXPENSES 3048 3048 DONATIONS 2365 2365 1608 1445 163 78411 60326 11502 6583 58236 69623 7214 18368 25000 25000 295326 127636 174638 167690 381088 398063 646176 678744 0 0 X 0 0 554631 554631 91545 124113 646176 678744 646176 678744 X 129676 -97108 X 1 X 0 0 0 X 42542 19464 20631 25356 47782 155775 102750 105470 89073 88403 86494 472190 145292 124934 109704 113759 134276 627965 0 0 0 627965 9059 10603 13506 12030 9571 54769 9059 10603 13506 12030 9571 54769 2407 4437 6844 156758 135537 123210 130226 143847 689578 0.91070 0.90750 0.07940 0.08010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 158607 54207 104400 136719 73429 63290 167690 CONSUMER DISCRETIONARY SELECT 33352 F ISHARES CORE MSCI EUROPE 18491 F SECTOR CONSUMER STAPLES 33716 F SECTOR HEALTHCARE 58063 F SECTOR TECHNOLOGY 43983 F VANGUARD FTSE ALL WORLD 58744 F VANGUARD FTSE PACIFIC 13404 F ISHARES 7-10 YR TREASURY BD ETF 19783 F ISHARES 1-3 YR CREDIT BOND ETF 78139 F ISHARES IBOXX 40388 F 398063 PART III, LINE 4: SHOE MAKERS TOOLS-EXHIBITED IN THE COBBLER SHOP OLD MERCANTILE ITEMS FROM THE ORIGINAL STORE-EXHIBITED IN THE OLD STORE FURNISHINGS OF A PERIOD HOME-EXHIBITED IN THE NORTHROP HOUSE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SHERMAN HISTORICAL SOCIETY ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT CAN ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE 990 TAX RETURN IS REVIEWED BY THE GOVERNING BODY AT A MEETING PRIOR TO BEING FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII GLORIA THORNE - 10 ROUTE 37 CTR, SHERMAN, CT 06784. ELIZABETH MARD - 10 ROUTE 37 CTR, SHERMAN, CT 06784. BETTY BEATTY - 10 ROUTE 37 CTR, SHERMAN, CT 06784. ALICE SCHNECKENBURGER - 10 ROUTE 37 CTR, SHERMAN, CT 06784. CINDY ROSA - 10 ROUTE 37 CTR, SHERMAN, CT 06784. GINNY ZELLNER - 10 ROUTE 37 CTR, SHERMAN, CT 06784. ERICH DILLER - 10 ROUTE 37 CTR, SHERMAN, CT 06784. EILEEN O'CONNELL - 10 ROUTE 37 CTR, SHERMAN, CT 06784. SUE MOGA - 10 ROUTE 37 CTR, SHERMAN, CT 06784. JOHN JENNER - 10 ROUTE 37 CTR, SHERMAN, CT 06784. JAN DESIATO - 10 ROUTE 37 CTR, SHERMAN, CT 06784. JONI TAYLOR - 10 ROUTE 37 CTR, SHERMAN, CT 06784. GAIL TURRO - 10 ROUTE 37 CTR, SHERMAN, CT 06784. FORM 990, PART XI, LINE 9: UNREALIZED GAIN ON ASSETS -97,108.