WISCONSIN HISTORY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN HISTORY FOUNDATION INC (EIN 39-0921093)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-01-27
- IRS object ID
- 201610279349300836
- Schema version
- 2014v6.0
- 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 | 2016-01-27T13:16:13-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2110 LUANN LN | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537133074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390921093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HISTORICAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 6082646460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537061417 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WILDER | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 6082646460 | PhoneNum |
| Signature | 2016-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT HAUMERSEN CPA | PreparerPersonNm |
| PTIN | P00084908 | PTIN |
| Phone | 6082744020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID WILDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537061417 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,049,297 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WISCONSINHISTORY.ORG/WHF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE WISCONSIN HISTORICAL SOCIETY'S MISSION TO HELP PEOPLE CONNECT TO THE PAST BY COLLECTING, PRESERVING, AND SHARING STORIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,885,443 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,058,720 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $445,795 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $566,307 | CYProgramServiceRevenueAmt |
| PY Investment Income | $276,359 | PYInvestmentIncomeAmt |
| CY Investment Income | $124,270 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,607,597 | PYTotalRevenueAmt |
| CY Total Revenue | $4,749,297 | 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 | $1,425,536 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,505,267 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $606,193 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,747,215 | PYOtherExpensesAmt |
| CY Other Expenses | $3,154,637 | CYOtherExpensesAmt |
| PY Total Expenses | $4,172,751 | PYTotalExpensesAmt |
| CY Total Expenses | $4,659,904 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $434,846 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $89,393 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,064,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,126,155 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $376,449 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $369,792 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,688,254 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,756,363 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT THE WISCONSIN HISTORICAL SOCIETY'S MISSION TO HELP CONNECT PEOPLE TO THE PAST BY COLLECTING, PRESERVING, AND SHARING STORIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,965,524 | ExpenseAmt |
| Desc | IN NOVEMBER 2014, THE WISCONSIN HISTORICAL FOUNDATION ENTERED INTO AN AGREEMENT WITH THE WISCONSIN HISTORICAL SOCIETY TO OPERATE THE SOCIETY'S MARKETING DEPARTMENT. THE PURPOSE OF THE MARKETING DEPARTMENT IS TO INCREASE THE IMPACT OF SOCIETY PROGRAMS BY INCREASING THE ENGAGEMENT WITH EXISTING AUDIENCES AND EXPANDING THE SOCIETY'S IMPACT TO NEW AUDIENCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,068,969 | ExpenseAmt |
| Revenue | $566,307 | RevenueAmt |
| Desc | FUNDING PROVIDED BY THE WISCONSIN HISTORICAL FOUNDATION TO THE WISCONSIN HISTORICAL SOCIETY SUPPORTS ALL AREAS OF THE SOCIETY INCLUDING HISTORIC SITES AND MUSEUMS, ITS LIBRARY AND ARCHIVES, PUBLIC HISTORY, AND HISTORIC PRESERVATION, AND THE WHS PRESS. THROUGH THOSE PROGRAM AREAS THE SOCIETY WAS ABLE TO PUT ON OVER 400 STATEWIDE PROGRAMS AND HOST THOUSANDS OF VISITORS TO THE 11 HISTORIC SITES AND MUSEUMS LOCATED ACROSS THE STATE. EACH YEAR THE SOCIETY IMPACTS OVER 3 MILLION USERS BETWEEN THE SITES, LIBRARY, WEBSITE, AND ARCHIVES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $413,794 | ExpenseAmt |
| Desc | IN MARCH 2013, THE WISCONSIN HISTORICAL FOUNDATION ENTERED INTO A JOINT CAMPAIGN AGREEMENT WITH THE WISCONSIN VETERANS MUSEUM FOUNDATION. THE PURPOSE OF THE JOINT CAMPAIGN IS TO RAISE FUNDS FROM PRIVATE SOURCES AND TO DISBURSE THEM AS AND WHEN NECESSARY TO DEVELOP, CONSTRUCT, EQUIP, AND OPERATE THE WISCONSIN HISTORY CENTER. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,448,287 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID WILDER | PersonNm |
| Phone | 6082646590 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 816 STATE ST | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 537061417 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| PATRICK P FEE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT DOHMEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS DORN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN EVANS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| C FREDERICK GEILFUSS II | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER HILL-KELLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES LANG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MOHS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE ORTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER OSTLIND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG POPLETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA PREHN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RHONA VOGEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ZWEIFEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONRAD GOODKIND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS HER-XIONG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN RUDE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY WESLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RENEE BOLDT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS BERRY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL YOUNGMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE BRENTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOREN ANDERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TERRI RICHARDS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE NIXA | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $64,473 | $0 | $10,321 | Yes (X) | |
| DAVID WILDER | ||||||
| MANAGING DIRECTOR | 40.00 | $105,377 | $0 | $23,975 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $169,850 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,296 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
| All Other Contributions | $4,058,720 | AllOtherContributionsAmt |
| Noncash Contributions | $300,538 | NoncashContributionsAmt |
| Total Contributions | $4,058,720 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER PROGRAM SERVICES | 900099 | $360,789 | $360,789 |
| MANAGEMENT FEES | 561110 | $199,919 | $199,919 |
| CONSULTING FEES | 541611 | $5,599 | $5,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $566,307 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $124,270 | TotalRevenueColumnAmt |
| Exclusion | $124,270 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $300,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $300,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,749,297 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $566,307 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $124,270 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,368 | TotalAmt |
| Management And General | $128,368 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $894,407 | TotalAmt |
| Program Services | $624,183 | ProgramServicesAmt |
| Management And General | $121,079 | ManagementAndGeneralAmt |
| Fundraising | $149,145 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,132 | TotalAmt |
| Program Services | $20,099 | ProgramServicesAmt |
| Fundraising | $32,033 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,206 | TotalAmt |
| Program Services | $111,746 | ProgramServicesAmt |
| Management And General | $59,365 | ManagementAndGeneralAmt |
| Fundraising | $178,095 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,154 | TotalAmt |
| Program Services | $25,969 | ProgramServicesAmt |
| Management And General | $13,796 | ManagementAndGeneralAmt |
| Fundraising | $41,389 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,473 | TotalAmt |
| Program Services | $463,060 | ProgramServicesAmt |
| Management And General | $43,719 | ManagementAndGeneralAmt |
| Fundraising | $73,694 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,050 | TotalAmt |
| Management And General | $15,050 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,507 | TotalAmt |
| Management And General | $41,507 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,807 | TotalAmt |
| Program Services | $14,479 | ProgramServicesAmt |
| Management And General | $3,389 | ManagementAndGeneralAmt |
| Fundraising | $12,939 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,587 | TotalAmt |
| Program Services | $137,989 | ProgramServicesAmt |
| Management And General | $6,074 | ManagementAndGeneralAmt |
| Fundraising | $11,524 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,162,024 | TotalAmt |
| Program Services | $1,073,844 | ProgramServicesAmt |
| Management And General | $56,068 | ManagementAndGeneralAmt |
| Fundraising | $32,112 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,895 | TotalAmt |
| Program Services | $37,448 | ProgramServicesAmt |
| Management And General | $46,447 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,965 | TotalAmt |
| Program Services | $90,830 | ProgramServicesAmt |
| Management And General | $42,135 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,967 | TotalAmt |
| Program Services | $49,769 | ProgramServicesAmt |
| Management And General | $19,315 | ManagementAndGeneralAmt |
| Fundraising | $26,883 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,671 | TotalAmt |
| Program Services | $697 | ProgramServicesAmt |
| Management And General | $8,974 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,587 | TotalAmt |
| Program Services | $4,311 | ProgramServicesAmt |
| Management And General | $138 | ManagementAndGeneralAmt |
| Fundraising | $138 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXHIBITS AND COLLECTION | Desc |
| Total | $781,592 | TotalAmt |
| Program Services | $781,342 | ProgramServicesAmt |
| Fundraising | $250 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,512 | TotalAmt |
| Program Services | $12,521 | ProgramServicesAmt |
| Fundraising | $47,991 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,659,904 | TotalAmt |
| Program Services | $3,448,287 | ProgramServicesAmt |
| Management And General | $605,424 | ManagementAndGeneralAmt |
| Fundraising | $606,193 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,223 | BOYAmt |
| EOY | $128,261 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,285 | BOYAmt |
| EOY | $923,588 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,254 | BOYAmt |
| EOY | $1,363,516 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,376 | BOYAmt |
| EOY | $142,336 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,134 | BOYAmt |
| EOY | $874 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $188,725 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $140,160 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,281 | BOYAmt |
| EOY | $48,565 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,810,162 | BOYAmt |
| EOY | $9,492,303 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,002,988 | BOYAmt |
| EOY | $2,026,712 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,064,703 | BOYAmt |
| EOY | $14,126,155 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,791 | BOYAmt |
| EOY | $194,574 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,888 | BOYAmt |
| EOY | $93,944 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,950 | BOYAmt |
| EOY | $9,848 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,820 | BOYAmt |
| EOY | $71,426 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,449 | BOYAmt |
| EOY | $369,792 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$375,741 | BOYAmt |
| EOY | -$180,654 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,601,514 | BOYAmt |
| EOY | $5,147,162 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,462,481 | BOYAmt |
| EOY | $8,789,855 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,688,254 | BOYAmt |
| EOY | $13,756,363 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,064,703 | BOYAmt |
| EOY | $14,126,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $89,393 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $101,292 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$122,576 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $2,808,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,109,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,289,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,885,443 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,058,720 | CurrentTaxYearAmt |
| Total | $18,152,126 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $767,386 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $445,795 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $566,307 | CurrentTaxYearAmt |
| Total | $1,779,488 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,808,492 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,109,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,056,883 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,331,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,625,027 | CurrentTaxYearAmt |
| Total | $19,931,614 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $427,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $203,838 | CurrentTaxYearAmt |
| Total | $851,827 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,230 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $94,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $427,946 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $203,838 | CurrentTaxYearAmt |
| Total | $851,827 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,079,787 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,270 | CurrentTaxYearAmt |
| Total | $603,289 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $162,033 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $124,270 | CurrentTaxYearAmt |
| Total | $603,289 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,929,524 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,212,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,150,257 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,493,271 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,749,297 | CurrentTaxYearAmt |
| Total | $20,534,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92910 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93580 | PublicSupportPY509Pct |
| Investment Income CY | 0.02940 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02750 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,598,040 | BeginningYearBalanceAmt |
| Contributions | $1,488,628 | ContributionsAmt |
| Investment Earnings Or Losses | $223,732 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $369,416 | OtherExpendituresAmt |
| End Year Balance | $9,940,984 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,592,478 | BeginningYearBalanceAmt |
| Contributions | $373,082 | ContributionsAmt |
| Investment Earnings Or Losses | $1,025,355 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $392,875 | OtherExpendituresAmt |
| End Year Balance | $8,598,040 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,657,721 | BeginningYearBalanceAmt |
| Contributions | $315,366 | ContributionsAmt |
| Investment Earnings Or Losses | $1,060,812 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $441,421 | OtherExpendituresAmt |
| End Year Balance | $7,592,478 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,430,304 | BeginningYearBalanceAmt |
| Contributions | $794,925 | ContributionsAmt |
| Investment Earnings Or Losses | -$52,727 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $84,685 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,419,766 | OtherExpendituresAmt |
| Administrative Expenses | $10,330 | AdministrativeExpensesAmt |
| End Year Balance | $6,657,721 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,638,884 | BeginningYearBalanceAmt |
| Contributions | $4,100,167 | ContributionsAmt |
| Investment Earnings Or Losses | $843,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $56,117 | GrantsOrScholarshipsAmt |
| Other Expenditures | $74,293 | OtherExpendituresAmt |
| Administrative Expenses | $21,889 | AdministrativeExpensesAmt |
| End Year Balance | $8,430,304 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.93250 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06750 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $188,725 | OtherCostOrOtherBasisAmt |
| Depreciation | $140,160 | DepreciationAmt |
| Book Value | $48,565 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,565 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS AND LLCS | Desc |
| Book Value | $2,026,712 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,026,712 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL GIFT ANNUITY | Desc |
| Amt | $71,426 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $71,426 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE WISCONSIN HISTORICAL FOUNDATION, INC. COLLECTS RECEIPTS AND MAKES DISBURSEMENTS ON BEHALF OF THE WISCONSIN HISTORICAL SOCIETY FOR THE SOCIETY'S PRESS BOOK. |
| PART V, LINE 4: | THE WISCONSIN HISTORICAL FOUNDATION, INC. USES EARNINGS FROM ENDOWMENT FUNDS TO SUPPORT THE VARIOUS DIVISIONS WITHIN THE WISCONSIN HISTORICAL SOCIETY INCLUDING HISTORIC SITES AND MUSEUMS, LIBRARY AND ARCHIVES, AND HISTORIC PRESERVATION AND PUBLIC HISTORY. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $300,358 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET PRICES | 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS IN COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE AUDIT COMMITTEE BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, DIRECTORS, AND EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE REPORTED CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BODY DELEGATED POWERS. A DIRECTOR, OFFICER, OR EMPLOYEES WITH A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION. THE GOVERNING BODY OR DESIGNATED COMMITTEE CONDUCTS PERIODIC REVIEWS TO ENSURE THAT THE ORGANIZATION DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION LEVELS WERE ESTABLISHED BASED ON PERFORMANCE REVIEWS AND AT THE TIME THE MEMBERS OF THE GOVERNING BODY APPROVED THE BUDGET FOR THE 2013-2014 FISCAL YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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