NORTH ANDOVER HISTORICAL SOCIETY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
NORTH ANDOVER HISTORICAL SOCIETY (EIN 04-2259628)
Tax period
2013-09-01 to 2014-08-31
Filed
2015-07-15
IRS object ID
201511969349300146
Schema version
2013v4.0
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

FieldValueIRS element (for citing)
Return2015-07-15T12:14:41-05:00ReturnTs
Tax Period End2014-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ALEXANDER ARONSON FINNING & CO PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121 EAST MAIN STREETAddressLine1
CityWESTBOROCity
StateMAState
ZIP Code01581ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042259628EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTH ANDOVER HISTORICAL SOCIETYBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone9786864035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1153 ACADEMY ROADAddressLine1
CityNORTH ANDOVERCity
StateMAState
ZIP Code01845ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHY STEVENSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9786864035PhoneNum
Signature2015-07-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANA J MARKS CPAPreparerPersonNm
PTINP01444519PTIN
Phone5083669100PhoneNum
Preparation2015-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHY STEVENSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1153 ACADEMY ROADAddressLine1
CityNORTH ANDOVERCity
StateMAState
ZIP Code01845ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,699,658GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.NORTHANDOVERHISTORICALSOCIETY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1933FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTHE SOCIETY IS DEDICATED TO PRESERVING, ACQUIRING, TEACHING, EXHIBITING AND RESEARCHING NORTH ANDOVER HISTORY, WHICH IT DOES MAINLY THROUGH ITS COLLECTIONS. THE SOCIETY SERVES AS A REPOSITORY FOR ARTIFACTS, ARCHIVAL INFORMATION, AND OBJECTS MADE OR USED IN THE NORTH ANDOVER AREA FROM THE 17TH CENTURY ONWARD. IN ADDITION, THE NORTH ANDOVER HISTORICAL SOCIETY SUPPORTS AND PROMOTES THE ARCHITECTURAL AND LANDSCAPE HERITAGE OF THE TOWN.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers38TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$74,022PYContributionsGrantsAmt
CY Contributions Grants$354,169CYContributionsGrantsAmt
PY Program Service Revenue$14,091PYProgramServiceRevenueAmt
CY Program Service Revenue$8,603CYProgramServiceRevenueAmt
PY Investment Income$123,757PYInvestmentIncomeAmt
CY Investment Income$106,771CYInvestmentIncomeAmt
PY Other Revenue$12,110PYOtherRevenueAmt
CY Other Revenue$20,079CYOtherRevenueAmt
PY Total Revenue$223,980PYTotalRevenueAmt
CY Total Revenue$489,622CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$107,706PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$110,121CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,797CYTotalFundraisingExpenseAmt
PY Other Expenses$104,500PYOtherExpensesAmt
CY Other Expenses$93,730CYOtherExpensesAmt
PY Total Expenses$212,206PYTotalExpensesAmt
CY Total Expenses$203,851CYTotalExpensesAmt
PY Revenues Less Expenses$11,774PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$285,771CYRevenuesLessExpensesAmt
Total Assets BOY$2,727,265TotalAssetsBOYAmt
Total Assets EOY$3,307,364TotalAssetsEOYAmt
Total Liabilities BOY$110,505TotalLiabilitiesBOYAmt
Total Liabilities EOY$39,427TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,616,760NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,267,937NetAssetsOrFundBalancesEOYAmt
MissionSEE PART I, LINE 1.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$150,279ExpenseAmt
Revenue$20,603RevenueAmt
DescPRESERVATION OF HISTORIC BUILDINGS, ARTIFACTS AND PRESENTATION OF EDUCATIONAL PROGRAMMING AND EXHIBITS.Desc
Total Program Service Expenses$150,279TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROL MAJAHADBusinessNameLine1
FieldValueIRS element (for citing)
Phone9786864035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1153 ACADEMY ROADAddressLine1
CityNORTH ANDOVERCity
StateMAState
ZIP Code01845ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
STAN LIMPERT
PRESIDENT3.00Yes (X)Yes (X)$0$0$0
DIANE HUSTER
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
CHRISTIAN MCVEY
SECRETARY2.00Yes (X)Yes (X)$0$0$0
HARRY AZNOIAN
DIRECTOR1.00Yes (X)$0$0$0
ROBERT ERCOLINI
DIRECTOR1.00Yes (X)$0$0$0
JOSEPH LAGRASSE
DIRECTOR2.00Yes (X)$0$0$0
MARTHA LARSON
DIRECTOR1.00Yes (X)$0$0$0
JOHN RONAYNE
DIRECTOR1.00Yes (X)$0$0$0
BRAD WAKEMAN
DIRECTOR1.00Yes (X)$0$0$0
KIM WHITWORTH
DIRECTOR1.00Yes (X)$0$0$0
JAMES WORDEN
DIRECTOR1.00Yes (X)$0$0$0
KATHY STEVENS
TREASURER3.00Yes (X)$0$0$0
CAROL MAJAHAD
EXECUTIVE DIRECTOR40.00Yes (X)$47,250$0$21,042
FieldValueIRS element (for citing)
Total Reportable Comp From Org$47,250TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$21,042TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$354,169AllOtherContributionsAmt
Total Contributions$354,169TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROGRAM INCOME AND SUPPORT900099$4,993$4,993
COLLECTION SALES900099$3,332$3,332
ADMISSION FEES900099$278$278
FieldValueIRS element (for citing)
Total Program Service Revenue$8,603TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,286TotalRevenueColumnAmt
Exclusion$45,286ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$12,000RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$12,000RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,000TotalRevenueColumnAmt
Related Or Exempt Func Income$12,000RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,269,515SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,207,229SecuritiesAmt
Other$801OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$62,286SecuritiesAmt
Other-$801OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$61,485TotalRevenueColumnAmt
Exclusion$61,485ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$10,085FundraisingGrossIncomeAmt
Fundraising Direct Expenses$2,006FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,079TotalRevenueColumnAmt
Exclusion$8,079ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$489,622TotalRevenueColumnAmt
Related Or Exempt Func Income$20,603RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$114,850ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$68,365TotalAmt
Program Services$47,804ProgramServicesAmt
Management And General$13,732ManagementAndGeneralAmt
Fundraising$6,829FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$28,530TotalAmt
Program Services$19,971ProgramServicesAmt
Management And General$1,917ManagementAndGeneralAmt
Fundraising$6,642FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,431TotalAmt
Program Services$5,253ProgramServicesAmt
Fundraising$2,178FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,795TotalAmt
Program Services$4,057ProgramServicesAmt
Management And General$869ManagementAndGeneralAmt
Fundraising$869FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,480TotalAmt
Management And General$4,480ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,484TotalAmt
Management And General$11,484ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,760TotalAmt
Program Services$1,981ProgramServicesAmt
Management And General$710ManagementAndGeneralAmt
Fundraising$1,069FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,963TotalAmt
Program Services$11,065ProgramServicesAmt
Management And General$898ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$686TotalAmt
Program Services$686ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$8,448TotalAmt
Program Services$7,763ProgramServicesAmt
Management And General$685ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,187TotalAmt
Program Services$4,187ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
REPAIRS AND MAINTENANCE$30,926$30,926
PROGRAM SUPPLIES$14,952$14,952
MEMBERSHIP DEVELOPMENT$1,210$1,210
COLLECTION PRESERVATION$994$994

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$640TotalAmt
Program Services$640ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$203,851TotalAmt
Program Services$150,279ProgramServicesAmt
Management And General$34,775ManagementAndGeneralAmt
Fundraising$18,797FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$130,006BOYAmt
EOY$29,983EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$57,332BOYAmt
EOY$257,488EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$94,747EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$9,000BOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$12,055BOYAmt
EOY$12,055EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,020BOYAmt
EOY$4,186EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$694,165LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$322,001LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$282,452BOYAmt
EOY$372,164EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,175,729BOYAmt
EOY$1,270,236EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,056,671BOYAmt
EOY$1,266,505EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,727,265BOYAmt
EOY$3,307,364EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,034BOYAmt
EOY$39,427EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$107,449BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,022BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$110,505BOYAmt
EOY$39,427EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,559,428BOYAmt
EOY$2,911,849EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$51,769BOYAmt
EOY$341,088EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,563BOYAmt
EOY$15,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,616,760BOYAmt
EOY$3,267,937EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,727,265BOYAmt
EOY$3,307,364EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$285,771ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$58,572NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments$100,000PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$206,834OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,924CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,571CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,351CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,023CurrentTaxYearMinus1YearAmt
Current Tax Year$534,076CurrentTaxYearAmt
Total$840,945TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year$8,603CurrentTaxYearAmt
Total$8,603TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$51,924CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$152,571CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$60,351CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,023CurrentTaxYearMinus1YearAmt
Current Tax Year$542,679CurrentTaxYearAmt
Total$849,548TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$849,548PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,614CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,835CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,435CurrentTaxYearMinus1YearAmt
Current Tax Year$45,286CurrentTaxYearAmt
Total$148,026TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,856CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,614CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,835CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,435CurrentTaxYearMinus1YearAmt
Current Tax Year$45,286CurrentTaxYearAmt
Total$148,026TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$71,780CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$172,185CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$86,186CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$79,458CurrentTaxYearMinus1YearAmt
Current Tax Year$587,965CurrentTaxYearAmt
Total$997,574TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.85160PublicSupportCY509Pct
Public Support PY5090.78530PublicSupportPY509Pct
Investment Income CY0.14840InvestmentIncomeCYPct
Investment Income PY0.21470InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$120,215AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,000BeginningYearBalanceAmt
End Year Balance$15,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,000BeginningYearBalanceAmt
End Year Balance$15,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,000BeginningYearBalanceAmt
End Year Balance$15,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,000BeginningYearBalanceAmt
End Year Balance$15,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,000BeginningYearBalanceAmt
End Year Balance$15,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$80,962OtherCostOrOtherBasisAmt
Book Value$80,962BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$445,039OtherCostOrOtherBasisAmt
Depreciation$277,674DepreciationAmt
Book Value$167,365BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,949OtherCostOrOtherBasisAmt
Depreciation$44,327DepreciationAmt
Book Value$3,622BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$120,215OtherCostOrOtherBasisAmt
Book Value$120,215BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$372,164TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
DUE FROM RELATED PARTY$3,000
INVESTMENT IN AFFILIATES$1,263,505
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,266,505TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:EARNINGS FROM THIS ENDOWMENT ARE TO BE USED FOR MONITORING THE HISTORICAL PRESERVATION ON SPECIFIED REAL ESTATE
PART X, LINE 2:THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE CONSOLIDATING FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT AUGUST 31, 2014. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE TREASURER REVIEWS THE TAX RETURNS WITH THE FINANCE COMMITTEE. COPIES OF THE FORM 990 AND FORM PC ARE EMAILED TO ALL OF THE BOARD MEMBERS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S TAX RETURNS ARE AVAILABLE ON GUIDESTAR.ORG.
FORM 990, PART XI, LINE 9:TO RECONCILE PRIOR YEAR NET ASSETS PER 990 TO FINANCIAL STATEMENTS 26,927. INCREASE IN INVESTMENT IN A SUBSIDIARY 179,907.
FORM 990, PART XII LINE 2CTHIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BRICK STORE COMPANY IN ANDOVER NORTH PARISHBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 876AddressLine1
CityNORTH ANDOVERCity
StateMAState
ZIP Code01845ZIPCode
FieldValueIRS element (for citing)
EIN046122901EIN
Primary ActivitiesPRESERVATION OF HISTORICAL STRUCTURESPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(2)ExemptCodeSectionTxt
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CENTER REALTY TRUSTBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 876AddressLine1
CityNORTH ANDOVERCity
StateMAState
ZIP Code91845ZIPCode
FieldValueIRS element (for citing)
EIN042348294EIN
Primary ActivitiesTO PRESERVE THE HISTORIC LANDSCAPE OF CENTER VILAGE IN NORTH ANDOVER, MA.PrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Entity TypeTEntityTypeTxt
Share Of Total Income$196,832ShareOfTotalIncomeAmt
Share Of EOY Assets$1,139,279ShareOfEOYAssetsAmt
Ownership1.00000OwnershipPct
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CENTER REALTY TRUST
C$15,000FAIR MARKET VALUE
BRICK STORE COMPANY IN ANDOVER NORTH PARISH
A$505FAIR MARKET VALUE

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