2016-03-14T08:57:56-05:00 2015-06-30 132550103 D'ARCANGELO & CO LLP 800 WESTCHESTER AVE SUITE N-400 RYE BROOK NY 105731301 990 2014-07-01 136153378 BRONX COUNTY HISTORICAL SOCIETY BRON 7188818900 3309 BAINBRIDGE AVENUE BRONX NY 10467 DR GARY D HERMALYN CHIEF EXECUTIVE OFFICER 7188818900 2016-03-01 1 DEBRA A MARELLO P00433651 9146944600 2016-03-01 2014 2016-08-17 19:52:53Z DR GARY D HERMALYN 3309 BAINBRIDGE AVENUE BRONX NY 10467 628463 0 X WWW.BRONXHISTORICALSOCIETY.ORG X 1955 NY TO OPERATE HISTORIC FACILITIES, RESEARCH LIBRARIES AND ARCHIVES; EDUCATIONAL PROGRAMS; PUBLISHING AND RESEARCH OF ITEMS OF HISTORIC IMPORTANCE INCLUDING MAINTENANCE OF MUSEUM COLLECTIONS PRIMARILY RELATED TO THE LIFE AND HISTORY OF BRONX COUNTY, NEW YORK AND LOWER WESTCHESTER COUNTY. 12 8 10 0 7600 0 290429 324017 22371 59941 29326 31734 104893 125616 447019 541308 0 0 0 0 265800 326538 0 0 27819 190860 216919 456660 543457 -9641 -2149 1179910 1190174 312914 325114 866996 865060 X THE BRONX IS A MICROCOSM OF THE STORY OF AMERICA. THE BRONX IS HOME TO 1.4 MILLION PEOPLE WITH A RICH DIVERSITY OF ETHNIC AND CULTURAL BACKGROUNDS. SINCE COLONIAL DAYS, THE BRONX HAS STOOD AT THE CROSSROADS OF AMERICAN HISTORY.THE BRONX COUNTY HISTORICAL SOCIETY WAS FOUNDED IN 1955 TO PRESERVE THE HERITAGE OF THIS THRIVING COMMUNITY. THE SOCIETY ADMINISTERS THE COLONIAL ERA VALENTINE-VARIAN HOUSE, WHICH SERVES AS THE MUSEUM OF BRONX HISTORY; THE BRONX COUNTY ARCHIVES; AN EXTENSIVE RESEARCH LIBRARY; AND POE COTTAGE, THE FINAL HOME OF AMERICA'S GREAT 19TH CENTURY POET AND AUTHOR, EDGAR ALLAN POE. BOTH HISTORIC HOUSES ARE LISTED IN THE NATIONAL REGISTER OF HISTORIC PLACES.THE SOCIETY IS NOT ONLY DEDICATED TO PRESERVING BRONX HISTORY. IT ALSO OFFERS A VARIETY OF PROGRAMS FOR THE CASUAL VISITOR, TOURIST, BUSINESS PERSON, STUDENT, OR RESEARCHER INTERESTED IN LEARNING MORE ABOUT CONTEMPORARY LIFE IN THE BRONX. 0 0 156663 288770 OPERATION OF LOCAL HISTORIC FACILITIES - POE COTTAGE, VALENTINE-VARIAN HOUSE AND 3309 BAINBRIDGE AVENUE 225188 110055 EDUCATIONAL PROGRAMS AND RESEARCH ON ITEMS OF LOCAL HISTORIC IMPORTANCE INCLUDING MAINTENANCE OF MUSEUM COLLECTIONS 381851 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 10 1 1 1 0 0 0 0 1 1 0 0 0 0 X 12 8 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X DR GARY D HERMALYN 7188818900 3309 BAINBRIDGE AVENUE BRONX NY 10467 GARY D HERMALYN CHIEF EXECUTIVE OFFICER 65.00 X X X 53846 0 0 JACQUELINE KUTNER PRESIDENT 5.00 X X 0 0 0 JOEL PODGOR TREASURER 5.00 X X 0 0 0 PROF LLOYD ULTAN TRUSTEE 2.00 X 0 0 0 ROBERT ESNARD TRUSTEE 1.00 X 0 0 0 PAT LOGAN TRUSTEE 1.00 X 0 0 0 TONY MORANTE VICE PRESIDENT 3.00 X 0 0 0 MEI SEI FONG TRUSTEE 1.00 X 0 0 0 LARRY BARRAZOTTO TRUSTEE 1.00 X 0 0 0 LEONARD JACOBS TRUSTEE 1.00 X 0 0 0 53846 0 0 0 0 0 0 0 17560 208557 97900 4460 324017 EDUCATION 611600 38155 38155 ADMISSIONS 611600 20947 20947 ROYALTIES 611600 839 839 59941 24072 24072 36092 21125 43967 5588 -7875 15537 7662 7662 113278 37600 75678 75678 OTHER 611600 42338 42338 JOURNAL ADVERTISING 541800 7600 7600 49938 541308 109941 7600 99750 53846 37692 10769 5385 212576 152628 47958 11990 12588 8992 2775 821 23635 16884 5210 1541 23893 17068 5267 1558 100 100 18057 18057 9538 6963 1545 1030 12892 6446 3868 2578 1320 1320 22823 17872 4951 4890 3423 1467 893 625 268 8300 8300 1084 1084 40815 34693 6122 PROGRAM EXPENSES 46217 46217 UTILITIES 24085 16961 7124 OTHER EXPENSES 7414 4119 3295 POSTAGE 6946 3473 2084 1389 11545 5391 4627 1527 543457 381851 133787 27819 15792 38291 33037 6684 11129 32111 51511 49466 37680 17065 320492 287951 33626 32541 337027 349448 660108 664568 1179910 1190174 40361 47780 8250 8250 195103 195103 69200 73981 312914 325114 X 841996 837560 25000 27500 866996 865060 1179910 1190174 X -2149 9150 -8937 X 0 1 X 1 0 X 509185 470051 336877 387092 410021 2113226 509185 470051 336877 387092 410021 2113226 172238 1940988 8340 7571 7505 7614 24911 55941 4690 3877 3200 6900 7600 26267 1768 1254 2824 5846 2201280 309636 0.88180 0.89210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4460 664568 X X X 0 379151 24807 41237 355624 315814 92569 29232 379151 315372 43727 43285 315814 453589 3121 -33366 107972 315372 442151 7349 46723 42634 453589 0.91820 0.08180 0.00000 0 0 197314 169024 28290 24287 20036 4251 98891 98891 0 32541 LIBRARY 319717 MUSEUM 273565 POE COTTAGE 4486 ARCHIVES 66800 664568 COMPENSATED ABSENCES AND OTHER POST RETIREMENT OBLIGATIONS 73981 73981 X 895644 8610 302537 311147 584497 -43189 -43189 541308 889183 302537 43189 345726 543457 0 543457 PART III, LINE 4: SOCIETY'S RESEARCH LIBRARY IS UNIQUE IN NEW YORK CITY. IT HOUSES AN EXTENSIVE COLLECTION OF HISTORICAL INFORMATION ON THE BRONX, INCLUDING BOOKS, REPORTS, PAMPHLETS, MICROFILMS, ETC. IT IS A MAJOR RESOURCE CENTER FOR HIGH SCHOOL AND COLLEGE STUDENTS, JOURNALISTS, BUSINESS AND GOVERNMENT RESEARCHERS AND SCHOLARS WHO HAVE A PROFESSIONAL NEED, OR CURIOSITY, TO LEARN MORE ABOUT THE BRONX. IN 1974, THE SOCIETY'S COLLECTION OF HISTORICAL MATERIAL GREW CONSIDERABLY WHEN THE SOCIETY ASSUMED RESPONSIBILITY FOR NEARLY A MILLION ITEMS WHICH WERE THEN ESTABLISHED AS THE BRONX COUNTY ARCHIVES. THE ARCHIVES CONTAIN ORIGINAL DOCUMENTS, MANUSCRIPTS, BOOKS, MAPS AND CITY DIRECTORIES GOING BACK TO PRE-CIVIL WAR DAYS, COVERING NOT ONLY BRONX HISTORY BUT ALSO THE HISTORY OF NEW YORK CITY AND WESTCHESTER COUNTY. THE RESEARCH LIBRARY AND ARCHIVES ALSO BOAST AN ENORMOUS COLLECTION OF 19TH AND EARLY 20TH CENTURY PHOTOGRAPHS, PRINTS AND POSTCARDS OF THE BRONX. THERE IS ALSO AN IMPORTANT COLLECTION OF PERIODICAL LITERATURE AND PUBLICATIONS, BEGINNING WITH THE FIRST ISSUE OF THE BRONX HOME NEWS FROM 1907. FINALLY, THERE IS A SPECIAL COLLECTION OF MATERIAL ON THE LIFE AND WORKS OF EDGAR ALLAN POE. ONE ADVANTAGE THE SOCIETY'S LIBRARY OFFERS RESEARCHERS IS DIRECT ACCESS TO THE COLLECTION. THEY CAN LOOK THROUGH HISTORIC PERSONAL PAPERS, LISTEN TO TAPES IN THE ORAL HISTORY ARCHIVES, VIEW VIDEOS OR STUDY THE OLD PHOTOGRAPHS. THE LIBRARY HAS AN EASY TO USE CROSS INDEXED CARD FILE, FULL-TIME LIBRARIANS AND A QUIET, PERSONAL ATMOSPHERE. PART V, LINE 4: THE ENDOWMENT FUNDS ARE PLANNED TO BE A SOURCE OF CONTINUING SUPPORT FOR THE OPERATIONS OF THE SOCIETY. THE BOARD IS ENDEAVORING TO CREATE A SOURCE OF PERMANENT FINANCING TO EASE THE FINANCIAL PRESSURES ON THE CONTINUANCE OF THE SOCIETY. PART X, LINE 2: THE SOCIETY EVALUATES THE EFFECT OF UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE PROVISIONS OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP). MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX IN EXCESS OF AMOUNTS REPORTED ON THE ANNUAL TAX RETURNS. THE SOCIETY DISCLOSES MATERIAL ADJUSTMENTS RESULTING FROM TAX EXAMINATIONS, IF ANY, AND REPORTS INTEREST AND PENALTIES RESULTING FROM SUCH ADJUSTMENTS, AS INTEREST EXPENSE OR OTHER EXPENSE. THERE WERE NO TAX EXAMINATIONS OR ADJUSTMENTS RELATING THEREFROM. TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011 THROUGH 2014 ARE SUBJECT TO AUDIT BY THE APPLICABLE GOVERNMENTAL JURISDICTION. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES RECORDED AS OFFSETS TO REVENUES ON FORM 990 -43,189. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RECORDED AS OFFSETS TO REVENUES ON FORM 990 43,189. GOLF TOURNAMENT 84648 84648 29402 VALEDICTORIAN DINNER 18630 18630 3279 4 10000 10000 4919 113278 113278 37600 37600 75678 X X X 0 0 0 0 0 0 0 0 0 LLOYD ULTAN BOARD MEMBER FINANCING OF ARCHIVES BUILDING RENOVATIONS X 195103 195103 0 1 1 195103 X 150 4460 ESTIMATED VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY ENCOURAGES THOSE INTERESTED IN THE HISTORY OF THE BRONX TO JOIN THE SOCIETY AS MEMBERS. THE SOCIETY OFFERS DIFFERENT MEMBERSHIP LEVELS. AS A MEMBER OF THE BRONX COUNTY HISTORICAL SOCIETY YOU RECEIVE: A SUBSCRIPTION TO: THE BRONX COUNTY HISTORICAL SOCIETY JOURNAL PUBLISHED SEMI-ANNUALLY; THE BRONX HISTORIAN NEWSLETTER; INVITATION TO THE SOCIETY'S ANNUAL DINNER HONORING THE BRONX HIGH SCHOOL; VALEDICTORIANS, LECTURES, HISTORICAL TOURS AND EDUCATIONAL PROGRAMS. FREE ADMISSION TO: - THE MUSEUM OF BRONX HISTORY AT 3266 BAINBRIDGE AVE., 208TH ST., BRONX, N.Y. - THE EDGAR ALLAN POE COTTAGE AT KINGSBRIDGE ROAD & GRAND CONCOURSE, BRONX, N.Y. FORM 990, PART VI, SECTION B, LINE 11 THE SOCIETY HAS DELEGATED THE PREPARATION OF THE REQUIRED FILINGS TO THE EXECUTIVE DIRECTOR AND THE TREASURER IN CONSULTATION WITH THE SOCIETY'S AUDITORS. UPON COMPLETION OF THE FILINGS, THE FILINGS ARE MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. ANY QUESTIONS OR CONCERNS ARE ADDRESSED PRIOR TO FILING THE RETURNS. FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY REQUIRES ALL BOARD MEMBERS AND SIGNIFICANT MEMBERS OF MANAGEMENT TO DISCLOSE ALL RELATIONSHIPS THAT COULD BE CONSIDERED A CONFLICT OF INTEREST AND INCLUDES THAT INFORMATION IN BOARD MINUTES AS APPLICABLE. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS AFTER A REVIEW OF LOCAL SALARIES OF SIMILAR ORGANIZATIONS AND A REVIEW OF THE SOCIETY'S FINANCES. FORM 990, PART VI, SECTION C, LINE 18 THE SOCIETY'S FORM 1023 IS AVAILABLE UPON REQUEST FROM THE SOCIETY. THE SOCIETY'S FORM 990 IS MADE AVAILABLE ON WWW.GUIDESTAR.ORG AND ITS FILING WITH THE NYS OFFICE OF THE ATTORNEY GENERAL INCLUDES FORM CHAR-500 WITH COPIES OF THE FORM 990 AS FILED AND THE AUDITED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO ANYONE REQUESTING THE DOCUMENTS FROM THE SOCIETY. THE SOCIETY'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ALSO ARE AVAILABLE WITH THE SOCIETY'S NEW YORK STATE CHAR-500 FILING WITH THE NEW YORK STATE OFFICE OF THE ATTORNEY GENERAL WHICH ARE MADE AVAILABLE FREE OF CHARGE ON THE ATTORNEY GENERAL'S OFFICE OF CHARITIES REGISTRATION WEBSITE. FORM 990, PART XI, LINE 9: OTHER RECONCILING ITEMS -8,937.