LEBANON HISTORICAL SOCIETY INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LEBANON HISTORICAL SOCIETY INC (EIN 06-0942503)
- Tax period
- 2014-05-01 to 2015-04-30
- Filed
- 2015-11-12
- IRS object ID
- 201513169349100706
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T08:05:43-06:00 | ReturnTs |
| Tax Period End | 2015-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060916777 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANE NAVRATIL & CO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT ST | AddressLine1Txt |
| City | WILLIMANTIC | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060942503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEBANON HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEBA | BusinessNameControlTxt |
| Phone | 8606427756 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06249 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT SLATE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8606427756 | PhoneNum |
| Signature | 2015-11-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL RUBIN | PreparerPersonNm |
| PTIN | P01037664 | PTIN |
| Phone | 8604562297 | PhoneNum |
| Preparation | 2015-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return Former Pub Chrty | Yes (X) | InitialReturnFormerPubChrtyInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,393,743 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $302,930 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $78,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,926 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $78,926 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$70,735 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,135,915 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $31,520 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $31,520 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $342,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,926 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $110,446 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $105,965 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $105,965 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,585 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,585 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,972 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,682 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,682 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,290 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $40,586 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $132,930 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $132,930 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,025 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $5,810 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,215 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $347,663 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,492 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $293,585 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $347,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,492 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $293,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,244 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $96,954 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,339 | CashBOYAmt |
| Cash EOY | $10,640 | CashEOYAmt |
| Cash EOYFMV | $10,640 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $579,257 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $650,441 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $650,441 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,588,451 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,588,877 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,588,877 | USGovtObligationsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,741,820 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $600,921 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,146,801 | LandBOYAmt |
| Land EOY | $1,140,899 | LandEOYAmt |
| Land EOYFMV | $1,140,899 | LandEOYFMVAmt |
| Other Assets BOY | $1,867 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,886 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,886 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,328,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,393,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,393,743 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,237 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,096 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,096 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,560,440 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,159,522 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $1,763,038 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $233,125 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,323,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,392,647 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,328,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,393,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,323,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $74,191 | OtherIncreasesAmt |
| Subtotal | $3,392,647 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,392,647 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CISCO SYS NOTE 2.9 | P | 2010-03-26 | 2014-11-17 | $10,000 | $10,205 | -$205 | -$205 |
| GENERAL AMER INV | P | 2012-01-01 | 2014-11-28 | $105,517 | $93,002 | $12,515 | $12,515 |
| GENERAL AMER INV | P | 2014-12-30 | 2015-01-02 | $5,319 | $5,422 | -$103 | -$103 |
| COLGATE PALMOLIVE | P | 2010-03-26 | 2014-11-17 | $10,157 | $10,258 | -$101 | -$101 |
| GENERAL AMER INV | P | 2014-12-30 | 2015-02-03 | $10,131 | $10,457 | -$326 | -$326 |
| JP MORGAN | P | 2014-11-28 | 2015-01-16 | $3,118 | $3,382 | -$264 | -$264 |
| MEDTRONIC | P | 2010-03-26 | 2014-11-17 | $10,060 | $10,079 | -$19 | -$19 |
| J HANCOCK | P | 1998-06-16 | 2014-01-20 | $218,427 | $261,114 | -$42,687 | -$42,687 |
| OCCIDENTIAL PETE | P | 2014-10-30 | 2015-01-16 | $3,200 | $3,491 | -$291 | -$291 |
| INTEL CORP | P | 2014-06-10 | 2014-11-17 | $10,187 | $10,306 | -$119 | -$119 |
| BARCLAYS | P | 2013-03-15 | 2015-02-03 | $114,611 | $115,000 | -$389 | -$389 |
| PHILLIP MORRIS | P | 2014-10-30 | 2015-01-16 | $1,319 | $1,416 | -$97 | -$97 |
| MICROSOFT | P | 2010-03-26 | 2014-06-01 | $10,000 | $10,303 | -$303 | -$303 |
| WELLS FARGO | P | 2013-02-20 | 2015-02-03 | $50,127 | $50,738 | -$611 | -$611 |
| TORONTO DOMINION | P | 2014-11-28 | 2015-01-16 | $3,137 | $3,789 | -$652 | -$652 |
| MONSANTO | P | 2014-02-07 | 2014-11-17 | $15,369 | $15,708 | -$339 | -$339 |
| GENERAL ELECTRIC | P | 2012-11-14 | 2015-02-03 | $24,138 | $24,359 | -$221 | -$221 |
| VERIZON | P | 2014-11-13 | 2015-01-16 | $3,165 | $3,366 | -$201 | -$201 |
| PROCTER & GAMBLE | P | 2013-08-16 | 2014-11-17 | $15,249 | $15,812 | -$563 | -$563 |
| BARCLAYS | P | 2013-03-15 | 2015-03-03 | $50,154 | $50,000 | $154 | $154 |
| BCE | P | 2014-11-28 | 2015-02-11 | $22,775 | $23,755 | -$980 | -$980 |
| GENERAL DYNAMICS | P | 2012-04-09 | 2014-11-17 | $14,984 | $15,340 | -$356 | -$356 |
| DIGITAL RADIO | P | 2014-10-15 | 2014-10-16 | $567 | $574 | -$7 | -$7 |
| DUPONT | P | 2014-12-16 | 2015-03-17 | $22,973 | $21,562 | $1,411 | $1,411 |
| BOEING CAP CORP | P | 2013-03-21 | 2014-11-17 | $15,000 | $15,678 | -$678 | -$678 |
| HAYWARD HEALTH | P | 2014-10-15 | 2014-11-04 | $295 | $291 | $4 | $4 |
| KRAFT | P | 2015-01-20 | 2015-03-26 | $5,553 | $4,482 | $1,071 | $1,071 |
| MERCK & CO | P | 2013-02-12 | 2014-11-17 | $15,260 | $15,813 | -$553 | -$553 |
| US TSY NOTE | P | 2014-10-22 | 2014-11-05 | $5,256 | $5,243 | $13 | $13 |
| KIMBERLY CLARK | P | 2015-01-07 | 2015-03-17 | $8,203 | $9,110 | -$907 | -$907 |
| VANGUARD BOND INDEX | P | 2012-01-01 | 2014-11-17 | $8,944 | $9,000 | -$56 | -$56 |
| US TSY NOTE | P | 2014-10-22 | 2014-12-15 | $42,000 | $42,000 | ||
| BP PLC | P | 2014-10-30 | 2015-04-16 | $5,853 | $5,877 | -$24 | -$24 |
| WALMART STORES | P | 2012-08-21 | 2014-11-17 | $12,092 | $12,365 | -$273 | -$273 |
| LS SECRUITZE | P | 2014-10-16 | 2014-12-12 | $22,153 | $22,215 | -$62 | -$62 |
| KRAFT | P | 2015-01-20 | 2015-04-16 | $782 | $593 | $189 | $189 |
| TRI CONTENTIAL | P | 1998-06-18 | 2014-10-15 | $32,268 | $46,571 | -$14,303 | -$14,303 |
| CALIFORNIA RES. | P | 2014-10-01 | 2014-12-02 | $504 | $517 | -$13 | -$13 |
| GENERAL AMER INV | P | 2012-01-01 | 2014-11-13 | $54,773 | $42,690 | $12,083 | $12,083 |
| GLAXOSMITHKLINE | P | 2014-10-01 | 2014-12-09 | $15,229 | $15,703 | -$474 | -$474 |
| TRI CONTENTIAL | P | 2012-01-01 | 2014-11-13 | $141,596 | $175,673 | -$34,077 | -$34,077 |
| NEXTRA | P | 2014-11-13 | 2014-12-12 | $15,470 | $13,391 | $2,079 | $2,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$70,735 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$92 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,425 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,425 | SubtotalAmt |
| Tax Based On Investment Income | $1,425 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $1,457 | TaxDueAmt |
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 |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | 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 | HISTORYOFLEBANON.ORG | WebsiteAddressTxt |
| Individual With Books | ROBERT SLATE | IndividualWithBooksNm |
| Phone | 8606427756 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 151 | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06249 | 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 |
| 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| GLENN PIANKA | ||||||||
| 185 FITCHVILLE ROAD | BOZRAH | CT | 06334 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SANDIE CHALIFOUX | ||||||||
| 89 LAKE ROAD | OAKDALE | CT | 06370 | PUBLICATIONS | 5.00 | $0 | $0 | $0 |
| ROBERT SLATE | ||||||||
| 607 TRUMBULL HIGHWAY | LEBANON | CT | 06249 | TREASURER | 5.00 | $0 | $0 | $0 |
| BRIAN BARTIZEK | ||||||||
| 87 BUSH HILL ROAD | WILLIMANTIC | CT | 06226 | HISTORIC STR | 5.00 | $0 | $0 | $0 |
| ARTHUR WALLACE | ||||||||
| 29 RESERVOIR ROAD | LEBANON | CT | 06249 | BUILDINGS & | 5.00 | $0 | $0 | $0 |
| MARIANNE FRESCHLIN | ||||||||
| 687 BEAUMONT HIGHWAY | LEBANON | CT | 06249 | EXHIBITS | 5.00 | $0 | $0 | $0 |
| ALICIA WAYLAND | ||||||||
| 105 WEST TOWN STREET | LEBANON | CT | 06249 | EX-OFFICIO | 5.00 | $0 | $0 | $0 |
| ED TOLLMANN | ||||||||
| 390 COOK HILL ROAD | LEBANON | CT | 06249 | NOMINATING | 5.00 | $0 | $0 | $0 |
| KEITH LAPORTE | ||||||||
| 62 CLUBHOUSE ROAD | LEBANON | CT | 06249 | COMMUNITY EV | 5.00 | $0 | $0 | $0 |
| MARY LOU BECKWITH | ||||||||
| 545 TRUMBULL HIGHWAY | LEBANON | CT | 06249 | MEMBERSHIP & | 5.00 | $0 | $0 | $0 |
| CONNIE BERGLUND | ||||||||
| 152 LAKESIDE DRIVE | LEBANON | CT | 06249 | FINANCE | 5.00 | $0 | $0 | $0 |
| LINDA HEATHERLY | ||||||||
| PO BOX 173 | LEBANON | CT | 06249 | PERSONNEL | 5.00 | $0 | $0 | $0 |
| SUZANNE YEO | ||||||||
| 201 GATES ROAD | LEBANON | CT | 06249 | MEMBER-AT-LA | 5.00 | $0 | $0 | $0 |
| RICK KANE | ||||||||
| 58 GOSHEN HILL ROAD | LEBANON | CT | 06249 | VICE PRESIDE | 5.00 | $0 | $0 | $0 |
| DAN MOORE | ||||||||
| 48-B BROWNING ROAD | LEBANON | CT | 06249 | COLLECTIONS | 5.00 | $0 | $0 | $0 |
| MARGARET MCCAW | ||||||||
| 776 TRUMBULL HWY | LEBANON | CT | 06249 | MEMBER-AT-LA | 5.00 | $0 | $0 | $0 |
| LYDIA MYERS | ||||||||
| 655 GOSHEN HILL RD | LEBANON | CT | 06249 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MATT FLEGERT | ||||||||
| 265 VILLAGE HILL RD | LEBANON | CT | 06249 | MEMBER-AT-LA | 5.00 | $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 | TO DEVELOP AN INCREASED INTEREST IN LOCAL HISTORY AND PROVIDE EDUCATIONAL EXPERIENCES FOR THE COMMUNITY TO ACHIEVE THIS PURPOSE. | Description1Txt |
| Expenses1 | $301,267 | 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 | $1,587,127 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $627,875 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,120,898 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,335,900 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,335,900 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,285,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,293 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,293 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,425 | TotalTaxAmt |
| Distributable Before Adj | $162,868 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $162,868 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $162,868 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $293,585 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $34,685 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $328,270 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $328,270 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,868 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $328,270 | QualifyingDistributionsAmt |
| Applied To Current Year | $162,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $165,402 | RemainingDistriFromCorpusAmt |
| Total Corpus | $165,402 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $165,402 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $165,402 | ExcessFromCurrentYearAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUSEUM ADMISSIONS | Desc |
| Related Or Exempt Function Incm | $11,064 | RelatedOrExemptFunctionIncmAmt |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,400 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,926 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$70,735 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,275 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 25 | ExclusionCd |
| Exclusion | $971 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $79,897 | ExclusionAmt |
| Related Or Exempt Function Incm | -$45,996 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,901 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ADAMS TOWN MEMORIAL FUND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $292,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Disbursements Charitable Prps | $2,600 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (43 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| MUSEUM BUILDING | 1998-12-31 | $951,857 | $364,879 | S/L | 40.0000 | $23,796 |
| BUILDING IMPROVEMENTS | 2000-02-10 | $17,586 | $9,113 | S/L | 27.5000 | $639 |
| MUSEUM & VISITOR CTR CONSTRUCTIONS | 1999-06-24 | $120,482 | $44,679 | S/L | 40.0000 | $3,012 |
| OFFICE EQUIPMENTS | 1999-06-24 | $68,237 | $68,237 | S/L | 10.0000 | |
| BUILDING IMPROVEMENTS | 1999-12-31 | $23,856 | $12,434 | S/L | 27.5000 | $868 |
| LAND | 1994-04-19 | $54,700 | ||||
| LIGHTING | 2000-09-07 | $14,304 | $4,997 | S/L | 39.0000 | $367 |
| EXTERIOR SIGN | 2000-09-19 | $2,967 | $2,967 | 200DB | 7.0000 | |
| STORAGE BUILDING/PAVING | 2000-09-09 | $4,332 | $1,514 | S/L | 39.0000 | $111 |
| TRUMBULL STONE | 2000-09-18 | $910 | ||||
| HUNTINGTON EXHIBIT | 2000-10-17 | $9,519 | ||||
| COMPRESSOR & CONDENSER FAN | 2000-11-15 | $1,261 | $1,261 | 200DB | 7.0000 | |
| MUSEUM CASES | 2002-01-30 | $15,482 | $15,482 | S/L | 7.0000 | |
| NETWORK UPGRADE | 2003-08-23 | $2,732 | $2,732 | S/L | 5.0000 | |
| NEW GARAGE DOOR | 2003-11-22 | $1,506 | $1,506 | S/L | 10.0000 | |
| PAINTING OF MUSEUM BUILDING | 2003-08-27 | $6,200 | $2,405 | S/L | 27.5000 | $225 |
| LAPTOP COMPUTER & ACCESSORIES | 2005-02-24 | $1,800 | $1,800 | S/L | 5.0000 | |
| SOPHIA LATHROP SAMPLER | 2005-08-20 | $11,940 | ||||
| PAIR BERIAH GREEN WINDSOR CHARIS | 2007-02-17 | $2,875 | ||||
| QB SOFTWARE | 2007-04-28 | $1,362 | $1,362 | S/L | 3.0000 | |
| LOFT CONSTRUCTION IN CARRIAGE SHED | 2007-03-02 | $3,000 | $551 | S/L | 39.0000 | $77 |
| BUILDING IMPROVEMENTS-BEAUMONT | 1999-04-30 | $6,603 | ||||
| NEWCOMB CHEST | 2008-04-12 | $15,000 | ||||
| 4-COMPUTERS | 2009-07-09 | $6,935 | $6,704 | S/L | 5.0000 | $231 |
| NEW COMPUTER INSTALLATIONS | 2009-10-23 | $1,410 | $1,269 | S/L | 5.0000 | $141 |
| BUCKINGHAM LIBRARY MOVE | 2011-10-07 | $24,683 | $2,319 | S/L | 27.5000 | $897 |
| PASTOR'S LIBRARY INTERIOR WORK | 2012-04-25 | $2,629 | $191 | S/L | 27.5000 | $96 |
| BEAUMONT NORTH WALL REPAIR | 2011-09-30 | $15,735 | $1,478 | S/L | 27.5000 | $572 |
| 3 PARKING LIGHTS | 2011-12-02 | $14,530 | $1,277 | S/L | 27.5000 | $528 |
| CARPET REPLACEMENT | 2012-03-08 | $10,372 | $2,247 | S/L | 10.0000 | $1,037 |
| MPR CHAIRS | 2012-02-07 | $15,618 | $5,020 | S/L | 7.0000 | $2,231 |
| PAINTING BUCKINGHAM LIBRARY | 2012-09-21 | $3,200 | $184 | S/L | 27.5000 | $117 |
| UTILITY SHED | 2012-09-04 | $33,135 | $2,008 | S/L | 27.5000 | $1,205 |
| WORK LIGHTS IN GALLERY | 2013-01-11 | $3,516 | $170 | S/L | 27.5000 | $128 |
| ELECTRICITY INSTALLATION IN PASTORS LIB | 2012-10-12 | $7,723 | $445 | S/L | 27.5000 | $280 |
| 16 WHITE TRACK LIGHTS | 2013-01-11 | $7,833 | $380 | S/L | 27.5000 | $285 |
| LAND - 844 TRUMBULL HIGHWAY | 2013-04-25 | $172,500 | ||||
| BEAUMONT HOUSE MOVE | 2014-01-31 | $39,299 | $357 | S/L | 27.5000 | $1,429 |
| WIRELESS PROJECTOR | 2014-03-31 | $2,402 | $29 | S/L | 7.0000 | $343 |
| CLASS OF 1937 SIGN | 2013-12-20 | $7,105 | $338 | S/L | 7.0000 | $1,015 |
| FOUNDATION & MASONRY WORK - BEAUMONT | 2014-08-25 | $19,185 | S/L | 27.5000 | $465 | |
| RETAINING WALL - BEAUMONT | 2014-12-17 | $5,250 | S/L | 27.5000 | $64 | |
| MICRO FILM READER - POWER SCAN 2000 | 2014-12-05 | $10,250 | S/L | 10.0000 | $427 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,588,877 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,588,877 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDINGS & EQUIPMENT | $1,514,620 | $600,921 | $913,699 | $913,699 |
| LAND | $227,200 | $227,200 | $227,200 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $1,867 | BOYBookValueAmt |
| EOY Book Value | $2,886 | EOYBookValueAmt |
| EOYFMV | $2,886 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANTIQUE SHOW | |||
| EVENT EXPENSES | $5,810 | $5,810 | |
| EXPENSES | |||
| ADMINSTRATION EXPESE | $1,106 | $1,106 | |
| ADVERTISING | $1,790 | $1,790 | |
| INSURANCE | $11,650 | $11,650 | |
| MUSEUM SHOP | $417 | $417 | |
| OFFICE SUPPLIES | $10,882 | $10,882 | |
| LIBRARY SUPPLIES | $157 | $157 | |
| PROGRAM EXPENSES | $8,430 | $8,430 | |
| CURATORIAL EXPENSE | $155 | $155 | |
| DUES & SUBSCRIPTIONS | $1,050 | $1,050 | |
| EVENT EXPENSES | $5,578 | $5,578 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MUSEUM ADMISSIONS | $11,064 | $11,064 |
| DUES | $5,400 | $5,400 |
| ANTIQUE SHOW | $14,085 | $14,085 |
| MISCELLANEOUS INCOME | $971 | $971 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $3,456 |
| TAX LOSS | $70,735 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $7,682 | $7,682 | $7,682 | |
| PAYROLL SERVICE | $2,290 | $2,290 |
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