SEWARD HOUSE MUSEUM: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SEWARD HOUSE MUSEUM (EIN 26-2321872)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-04
- IRS object ID
- 201621259349100737
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-04T15:15:25-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141809700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUDDY & WARD LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 GENESEE ST STE 230 | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262321872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEWARD HOUSE MUSEUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEWA | BusinessNameControlTxt |
| Phone | 3152521283 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH STREET | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL FISHER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3152521283 | PhoneNum |
| Signature | 2016-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY BETH LEESON | PreparerPersonNm |
| PTIN | P00297315 | PTIN |
| Phone | 3152538424 | PhoneNum |
| Preparation | 2016-04-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,963,653 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $199,785 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,176 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $84,176 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,316 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $487,314 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,316 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $26,421 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $13,163 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $13,258 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $13,258 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $110,003 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $110,003 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $425,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,492 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $207,437 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,816 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $15,364 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $61,452 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $200,766 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $40,153 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $160,613 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $70,629 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $14,125 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $56,504 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,047 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,736 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $14,311 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,228 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,228 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,395 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $10,150 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $10,150 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,880 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,880 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,982 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $796 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,186 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $16,037 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $128,614 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $553,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $85,679 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $446,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $553,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $85,679 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $446,338 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$128,006 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,360 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $121,758 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $265,784 | CashBOYAmt |
| Cash EOY | $152,158 | CashEOYAmt |
| Cash EOYFMV | $152,158 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,244 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $3,714 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,244 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,244 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $7,517 | InventoriesBOYAmt |
| Inventories EOY | $10,215 | InventoriesEOYAmt |
| Inventories EOYFMV | $10,215 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $9,523 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,483 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,483 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $48,909 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,028 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,028 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,203,120 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,098,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,098,025 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,176,586 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $395,199 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $395,199 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $535,859 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,240,157 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,240,157 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,050 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,906 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $24,481 | LandBOYAmt |
| Land EOY | $22,144 | LandEOYAmt |
| Land EOYFMV | $22,144 | LandEOYFMVAmt |
| Total Assets BOY | $4,275,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,963,653 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,963,653 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $24,516 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $29,003 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $24,516 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,003 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $520,513 | UnrestrictedBOYAmt |
| Unrestricted EOY | $503,167 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,405,829 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $1,106,848 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $2,324,635 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $2,324,635 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,250,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,934,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,275,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,963,653 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,250,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$128,006 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,917 | OtherIncreasesAmt |
| Subtotal | $4,127,888 | SubtotalAmt |
| Other Decreases | $193,238 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,934,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GINNIE MAE | P | 2002-02-20 | 2015-01-15 | $38 | $36 | $2 | $2 |
| GINNIE MAE | P | 2001-12-26 | 2015-04-15 | $14 | $14 | ||
| FANNIE MAE | P | 2007-09-14 | 2015-06-25 | $111 | $106 | $5 | $5 |
| GINNIE MAE | P | 2001-12-26 | 2015-11-15 | $14 | $14 | ||
| VANGUARD | P | 2012-10-31 | 2015-03-24 | $16 | $16 | ||
| VANGUARD | P | 2014-12-17 | 2015-03-24 | $3 | $3 | ||
| VANGUARD | P | 2013-06-28 | 2015-03-24 | $8 | $7 | $1 | $1 |
| GINNIE MAE | P | 2001-12-26 | 2015-01-15 | $511 | $511 | ||
| GINNIE MAE | P | 2002-12-19 | 2015-04-15 | $65 | $66 | -$1 | -$1 |
| GINNIE MAE | P | 2002-02-20 | 2015-07-15 | $39 | $37 | $2 | $2 |
| FANNIE MAE | P | 2007-09-14 | 2015-11-25 | $90 | $86 | $4 | $4 |
| VANGUARD | P | 2012-11-30 | 2015-03-24 | $15 | $15 | ||
| VANGUARD | P | 2014-10-31 | 2015-03-24 | $9 | $9 | ||
| VANGUARD | P | 2013-07-31 | 2015-03-24 | $7 | $7 | ||
| GINNIE MAE | P | 2002-12-19 | 2015-01-15 | $65 | $65 | ||
| FANNIE MAE | P | 2007-09-14 | 2015-04-25 | $118 | $113 | $5 | $5 |
| GINNIE MAE | P | 2001-12-26 | 2015-07-15 | $15 | $15 | ||
| UBS ETRACS ALERIAN | P | 2014-06-17 | 2015-12-01 | $44,277 | $73,309 | -$29,032 | -$29,032 |
| VANGUARD | P | 2012-12-31 | 2015-03-24 | $11 | $11 | ||
| VANGUARD | P | 2014-06-30 | 2015-03-24 | $9 | $9 | ||
| VANGUARD | P | 2013-12-31 | 2015-03-24 | $10 | $9 | $1 | $1 |
| FANNIE MAE | P | 2007-09-14 | 2015-01-25 | $98 | $94 | $4 | $4 |
| GINNIE MAE | P | 2002-02-20 | 2015-05-15 | $39 | $37 | $2 | $2 |
| FANNIE MAE | P | 2007-09-14 | 2015-07-25 | $111 | $106 | $5 | $5 |
| UBS ETRACS ALERIAN | P | 2015-03-24 | 2015-12-01 | $6,511 | $9,421 | -$2,910 | -$2,910 |
| VANGUARD | P | 2012-12-28 | 2015-03-24 | $15 | $15 | ||
| VANGUARD | P | 2014-08-29 | 2015-03-24 | $9 | $9 | ||
| VANGUARD | P | 2013-08-30 | 2015-03-24 | $8 | $7 | $1 | $1 |
| GINNIE MAE | P | 2002-02-20 | 2015-02-15 | $54 | $52 | $2 | $2 |
| GINNIE MAE | P | 2001-12-26 | 2015-05-15 | $15 | $15 | ||
| GINNIE MAE | P | 2002-02-20 | 2015-08-15 | $39 | $38 | $1 | $1 |
| GINNIE MAE | P | 2002-02-20 | 2015-12-15 | $33 | $31 | $2 | $2 |
| VANGUARD | P | 2012-12-28 | 2015-03-24 | $19 | $19 | ||
| VANGUARD | P | 2014-05-30 | 2015-03-24 | $9 | $9 | ||
| SCHWAB | P | 2014-12-16 | 2015-03-24 | $1,664 | $1,562 | $102 | $102 |
| GINNIE MAE | P | 2001-12-26 | 2015-02-15 | $13 | $13 | ||
| GINNIE MAE | P | 2002-12-19 | 2015-05-15 | $66 | $66 | ||
| GINNIE MAE | P | 2001-12-26 | 2015-08-15 | $15 | $15 | ||
| GINNIE MAE | P | 2001-12-26 | 2015-12-15 | $14 | $14 | ||
| VANGUARD | P | 2013-04-30 | 2015-03-24 | $8 | $8 | ||
| VANGUARD | P | 2014-09-30 | 2015-03-24 | $9 | $9 | ||
| SCHWAB | P | 2012-06-29 | 2015-03-24 | $2,836 | $1,851 | $985 | $985 |
| GINNIE MAE | P | 2002-12-19 | 2015-02-15 | $65 | $65 | ||
| FANNIE MAE | P | 2007-09-14 | 2015-05-25 | $117 | $112 | $5 | $5 |
| FANNIE MAE | P | 2007-09-14 | 2015-08-25 | $118 | $113 | $5 | $5 |
| FANNIE MAE | P | 2007-09-14 | 2015-12-25 | $80 | $76 | $4 | $4 |
| VANGUARD | P | 2015-01-30 | 2015-03-24 | $8 | $8 | ||
| VANGUARD | P | 2014-07-31 | 2015-03-24 | $10 | $9 | $1 | $1 |
| SCHWAB | P | 2015-03-24 | 2015-08-25 | $1,298 | $1,325 | -$27 | -$27 |
| FANNIE MAE | P | 2007-09-14 | 2015-02-25 | $89 | $85 | $4 | $4 |
| GINNIE MAE | P | 2002-02-20 | 2015-06-15 | $39 | $37 | $2 | $2 |
| ISHARES CORE S&P TOTAL | P | 2013-12-11 | 2015-08-25 | $54,571 | $53,426 | $1,145 | $1,145 |
| COLUMBIA SMALL CAP | P | 2014-06-24 | 2015-03-24 | $334 | $322 | $12 | $12 |
| VANGUARD | P | 2013-03-28 | 2015-03-24 | $1 | $1 | ||
| VANGUARD | P | 2014-04-30 | 2015-03-24 | $10 | $10 | ||
| UBS ETRACS BOND | P | 2014-06-17 | 2015-12-01 | $3,768 | $6,261 | -$2,493 | -$2,493 |
| GINNIE MAE | P | 2002-02-20 | 2015-03-15 | $38 | $37 | $1 | $1 |
| GINNIE MAE | P | 2001-12-26 | 2015-06-15 | $15 | $15 | ||
| GINNIE MAE | P | 2002-02-20 | 2015-09-15 | $1,670 | $1,604 | $66 | $66 |
| COLUMBIA SMALL CAP | P | 2014-06-24 | 2015-03-24 | $38 | $36 | $2 | $2 |
| VANGUARD | P | 2013-02-28 | 2015-03-24 | $8 | $8 | ||
| VANGUARD | P | 2013-05-31 | 2015-03-24 | $8 | $8 | ||
| GINNIE MAE | P | 2001-12-26 | 2015-03-15 | $14 | $14 | ||
| GINNIE MAE | P | 2002-12-19 | 2015-06-15 | $23,206 | $23,400 | -$194 | -$194 |
| GINNIE MAE | P | 2001-12-26 | 2015-09-15 | $15 | $15 | ||
| COLUMBIA SMALL CAP | P | 2014-06-24 | 2015-03-24 | $10 | $9 | $1 | $1 |
| VANGUARD | P | 2013-03-28 | 2015-03-24 | $7 | $7 | ||
| VANGUARD | P | 2014-02-28 | 2015-03-24 | $9 | $9 | ||
| GINNIE MAE | P | 2002-12-19 | 2015-03-15 | $65 | $66 | -$1 | -$1 |
| DFA EMERGING MARKETS | P | 2012-01-31 | 2015-06-16 | $47,008 | $45,000 | $2,008 | $2,008 |
| FANNIE MAE | P | 2007-09-14 | 2015-09-25 | $107 | $102 | $5 | $5 |
| COLUMBIA SMALL CAP | P | 2014-12-05 | 2015-03-24 | $6 | $6 | ||
| VANGUARD | P | 2013-03-28 | 2015-03-24 | $3 | $3 | ||
| VANGUARD | P | 2014-01-31 | 2015-03-24 | $10 | $9 | $1 | $1 |
| ISHARES CORE S&P | P | 2012-01-31 | 2015-03-24 | $15,300 | $9,360 | $5,940 | $5,940 |
| ISHARES MSCI EAFE | P | 2014-10-24 | 2015-06-16 | $11,511 | $10,878 | $633 | $633 |
| GINNIE MAE | P | 2002-02-20 | 2015-10-15 | $32 | $31 | $1 | $1 |
| COLUMBIA SMALL CAP | P | 2014-12-05 | 2015-03-24 | $127 | $119 | $8 | $8 |
| VANGUARD | P | 2013-01-31 | 2015-03-24 | $7 | $8 | -$1 | -$1 |
| VANGUARD | P | 2013-10-31 | 2015-03-24 | $9 | $8 | $1 | $1 |
| ISHARES CORE S&P 500 | P | 2013-06-14 | 2015-03-24 | $21,167 | $16,411 | $4,756 | $4,756 |
| ISHARES MSCI EAFE | P | 2013-01-07 | 2015-06-16 | $210,484 | $182,862 | $27,622 | $27,622 |
| GINNIE MAE | P | 2001-12-26 | 2015-10-15 | $417 | $417 | ||
| COLUMBIA SMALL CAP | P | 2014-12-05 | 2015-03-24 | $571 | $534 | $37 | $37 |
| VANGUARD | P | 2014-11-28 | 2015-03-24 | $9 | $9 | ||
| VANGUARD | P | 2014-03-31 | 2015-03-24 | $10 | $9 | $1 | $1 |
| FANNIE MAE | P | 2007-09-14 | 2015-03-25 | $101 | $97 | $4 | $4 |
| ISHARES CORE S&P 600 | P | 2012-01-31 | 2015-06-24 | $12,066 | $7,288 | $4,778 | $4,778 |
| FANNIE MAE | P | 2007-09-14 | 2015-10-25 | $99 | $95 | $4 | $4 |
| COLUMBIA SMALL CAP | P | 2012-06-29 | 2015-03-24 | $414 | $295 | $119 | $119 |
| VANGUARD | P | 2015-02-27 | 2015-03-24 | $9 | $9 | ||
| VANGUARD | P | 2013-09-30 | 2015-03-24 | $8 | $8 | ||
| GINNIE MAE | P | 2002-02-20 | 2015-04-15 | $38 | $37 | $1 | $1 |
| ISHARES CORE S&P 500 | P | 2013-06-14 | 2015-06-24 | $21,199 | $16,411 | $4,788 | $4,788 |
| GINNIE MAE | P | 2002-02-20 | 2015-11-15 | $32 | $31 | $1 | $1 |
| VANGUARD | P | 2012-06-29 | 2015-03-24 | $3,912 | $4,017 | -$105 | -$105 |
| VANGUARD | P | 2014-12-31 | 2015-03-24 | $8 | $8 | ||
| VANGUARD | P | 2013-11-29 | 2015-03-24 | $9 | $9 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,316 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,140 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $341,360 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,606,878 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094641 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $524,652 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,755,984 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.139684 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $414,364 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,576,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115867 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $386,875 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,601,302 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107426 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $324,559 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,237,956 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.100236 | DistributionYr5Rt |
| Total Distribution | 0.557854 | TotalDistributionRt |
| Average Distribution | 0.111571 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,078,061 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $454,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $844 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $455,837 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $446,338 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,687 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,687 | SubtotalAmt |
| Tax Based On Investment Income | $1,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,275 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,275 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $585 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $585 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 | WWW.SEWARDHOUSE.ORG | WebsiteAddressTxt |
| Individual With Books | GAIL HOMICK HERRLING TREASURER | IndividualWithBooksNm |
| Phone | 3152521283 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH STREET | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13021 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL J FESSENDEN | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DANIEL FISHER | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JACK HARDY | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DR THOMAS SLAUGHTER | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GAIL HOMICK HERRLING | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | TREASURER | 2.00 | $0 | $0 | $0 |
| RICHARD HOLE | ||||||||
| 33 SOUTH STREET | SKANEATELES | NY | 13152 | VICE PRESIDE | 2.00 | $0 | $0 | $0 |
| JAMES TUOZZOLO | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MOLLY MAHONEY | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PETER EMERSON | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NANCY MURINKA | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BILLYE J CHABOT | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | EXECUTIVE DI | 40.00 | $76,816 | $0 | $0 |
| ED KOCHIAN | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| RICHARD NEWMAN | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | SECRETARY | 2.00 | $0 | $0 | $0 |
| RACHEL STOWELL | ||||||||
| 33 SOUTH STREET | AUBURN | NY | 13021 | TRUSTEE | 2.00 | $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 | PRESERVING AND MEMORIALIZING THE HISTORIC SEWARD HOUSE MUSEUM, THE FORMER HOME OF WILLIAM SEWARD. THE ORGANIZAITON IS CHARGED WITH PRESERVING AND MEMORIALIZING THE MATERIAL AND INTELLECTUAL LEGACY OF WILLIAM H. SEWARD, AND WILLIAM H. SEWARD JR. THE MUSEUM IS DEDICATED TO INTERPRETING, PERPETUATING, PROMULGATING,ENHANCING AND SERVING AS A STUDY CENTER FOR THE SUBSTANTIAL CONTRIBUTIONS WHICH WILLIAM H. SEWARD MADE TO THE STATE OF NEW YORK AND THE NATION. | Description1Txt |
| Expenses1 | $226,447 | 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 | $3,972,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $135,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,405 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,140,163 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,140,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,078,061 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $203,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $446,338 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $446,338 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $446,338 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $446,338 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $446,338 | RemainingDistriFromCorpusAmt |
| Total Corpus | $446,338 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2008-09-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $121,758 | CurrentYearAmt |
| Year1 | $160,961 | Year1Amt |
| Year2 | $178,148 | Year2Amt |
| Year3 | $137,884 | Year3Amt |
| Total | $598,751 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $103,494 | CurrentYearAmt |
| Year1 | $136,817 | Year1Amt |
| Year2 | $151,426 | Year2Amt |
| Year3 | $117,201 | Year3Amt |
| Total | $508,938 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $446,338 | CurrentYearAmt |
| Year1 | $341,360 | Year1Amt |
| Year2 | $527,138 | Year2Amt |
| Year3 | $414,364 | Year3Amt |
| Total | $1,729,200 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $446,338 | CurrentYearAmt |
| Year1 | $341,360 | Year1Amt |
| Year2 | $527,138 | Year2Amt |
| Year3 | $414,364 | Year3Amt |
| Total | $1,729,200 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $135,935 | CurrentYearAmt |
| Year1 | $120,229 | Year1Amt |
| Year2 | $125,199 | Year2Amt |
| Year3 | $119,207 | Year3Amt |
| Total | $500,570 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ADMISSIONS | $78,861 |
| SPECIAL EVENTS | $29,779 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $18,316 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 12 | ExclusionCd |
| Exclusion | $13,258 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $1,363 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $115,750 | ExclusionAmt |
| Related Or Exempt Function Incm | $110,003 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $225,753 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | REVENUES FROM ADMISSION FEES AND SALES OF MERCHANDISE |
| 1B | MERCHANDISE ASSISTS THE ORGANIZATION IN UNDERWRITING THE |
| 1B | COSTS OF OPERATING THE SEWARD HOUSE MUSEUM. |
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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CAROLYN PETER KYLE | ||||||
| 1 | PO BOX 1239 | WEEDSPORT | NY | 13166 | $5,070 | Yes (X) |
| PRESERVATION LEAGUE OF NYS | ||||||
| 2 | 44 CENTRAL AVE | ALBANY | NY | 12206 | $10,000 | Yes (X) |
| THE ALLYN FOUNDATION | ||||||
| 3 | PO BOX 22 | SKANEATELES | NY | 13152 | $12,500 | Yes (X) |
| JOHN BEN SNOW MEMORIAL TRUST | ||||||
| 4 | 50 PRESIDENTIAL PLAZA | SYRACUSE | NY | 13202 | $15,000 | Yes (X) |
| FRED L EMERSON FOUNDATION | ||||||
| 5 | 5654 SOUTH STREET ROAD | AUBURN | NY | 13021 | $105,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,400 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| HP LASER PRINTER SP | 1995-08-04 | $1,068 | $1,068 | S/L | 5.0000 | |
| 3 SECURITY CAMERAS | 1995-09-05 | $1,190 | $1,190 | S/L | 5.0000 | |
| DELL COMPUTER | 2000-07-28 | $2,000 | $2,000 | S/L | 5.0000 | |
| JD 2 BAG POWERFLOW | 2000-10-04 | $700 | $700 | S/L | 5.0000 | |
| DELL COMPUTER | 2002-01-03 | $2,553 | $2,553 | S/L | 5.0000 | |
| DIGITAL CAMERA | 2002-01-24 | $919 | $919 | S/L | 5.0000 | |
| ARIENS 1128 SNOW BLOWER | 2004-01-07 | $1,779 | $1,779 | S/L | 5.0000 | |
| DELL COMPUTER | 2004-09-16 | $1,057 | $1,057 | S/L | 5.0000 | |
| XEROX COPY MACHINE | 2005-05-18 | $1,049 | $1,049 | S/L | 5.0000 | |
| HP LASER PRINTER 1320 | 2005-06-14 | $425 | $425 | S/L | 5.0000 | |
| DELL OPTIPLEX GX520 | 2006-02-08 | $2,132 | $2,132 | S/L | 5.0000 | |
| DELL OPTIPLEX GX520 | 2006-02-08 | $2,036 | $2,036 | S/L | 5.0000 | |
| DELL LATITUDE D510 | 2006-02-08 | $1,850 | $1,850 | S/L | 5.0000 | |
| PANASONIC PHONE SYSTEM | 2006-07-20 | $3,443 | $3,443 | S/L | 5.0000 | |
| DELL OPTIPLEX MONITOR AND PRINTER | 2010-02-05 | $1,486 | $732 | S/L | 10.0000 | $147 |
| DESK & CHAIR | 2002-07-10 | $1,015 | $1,015 | S/L | 7.0000 | |
| HON DESK | 2006-01-04 | $563 | $563 | S/L | 5.0000 | |
| SECURITY SYSTEM | 2012-02-27 | $24,940 | $4,711 | S/L | 15.0000 | $1,663 |
| SOFTWARE | 2012-01-04 | $4,019 | $4,019 | S/L | 3.0000 | |
| SERVER UPGRADE | 2013-03-23 | $3,264 | $1,142 | S/L | 5.0000 | $653 |
| PRINTER WORKCENTER | 2013-01-01 | $975 | $650 | S/L | 3.0000 | $325 |
| HP PROBOOK & MONITOR | 2013-03-23 | $797 | $465 | S/L | 3.0000 | $266 |
| FUJITSU SCANSNAP SV600 | 2014-12-01 | $732 | $12 | S/L | 5.0000 | $147 |
| COMPUTER EQUIPMENT | 2015-02-11 | $1,058 | S/L | 5.0000 | $194 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $395,199 | EOYBookValueAmt |
| EOYFMV | $395,199 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY | $2,098,025 | $2,098,025 |
| REAL ESTATE FUND |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,028 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,028 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH & CASH EQUIVALENTS | AT COST | $23,659 | $23,659 |
| REAL RETURN ON ASSETS | FMV | $1,216,498 | $1,216,498 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $61,050 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $38,906 | AccumulatedDepreciationAmt |
| Book Value | $22,144 | BookValueAmt |
| EOYFMV | $22,144 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONATIONS IN KIND | $4,917 |
| UNREALIZED LOSS | $188,321 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| DUES | $1,133 | $227 | $906 |
| LANSCAPING SUPPLIES | $1,888 | $378 | $1,510 |
| COLLECTION ITEMS | $2,127 | $425 | $1,702 |
| TELEPHONE | $4,359 | $872 | $3,487 |
| EXHIBITIONS | $5,061 | $1,012 | $4,049 |
| CAPITAL/PRESERVATION EXPENSE | $47,138 | $47,138 | |
| MISCELLANEOUS | $8,910 | $1,782 | $7,128 |
| SUPPLIES | $10,923 | $2,185 | $8,738 |
| PUBLICITY & ADVERTISING | $11,475 | $2,295 | $9,180 |
| REPAIRS & MAINTENANCE | $14,189 | $2,838 | $11,351 |
| BRANDING INITIATIVE | $17,334 | $17,334 | |
| BUSINESS INSURANCE | $20,114 | $4,023 | $16,091 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ADMISSIONS | $78,861 | $78,861 |
| SPECIAL EVENTS | $29,779 | $29,779 |
| MISCELLANEOUS INCOME | $1,363 | $1,363 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATIONS IN KIND | Desc |
| Amt | $4,917 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| DONATIONS RECEIVABLE |
| $1,244 |
| ACCRUED INTEREST RECEIVABLE |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONTRACTED SERVICES | $14,311 | $14,311 | |
| INVESTMENT MANAGEMENT FEES | $15,736 | $15,736 | |
| BOOKKEEPING |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GIFT SHOP | CategoryTxt |
| Gross Sales | $26,421 | GrossSalesAmt |
| Cost Of Goods Sold | $13,163 | CostOfGoodsSoldAmt |
| Net | $13,258 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | CategoryTxt |
| Amt | $2,228 | Amt |
| Disbursements Charitable Prps | $2,228 | DisbursementsCharitablePrpsAmt |
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