MOHICAN HISTORICAL SOCIETY INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MOHICAN HISTORICAL SOCIETY INC (EIN 23-7071225)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-11
- IRS object ID
- 201521329349101622
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-11T13:29:45-04:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITS Income Tax Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 249 West Main St | AddressLine1Txt |
| City | LOUDONVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44842 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237071225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHICAN HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MOHI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 EAST MAIN ST | AddressLine1Txt |
| City | LOUDONVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44842 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEANNE GRIFFIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4199944050 | PhoneNum |
| Signature | 2015-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steve Wamsley | PreparerPersonNm |
| PTIN | P00396618 | PTIN |
| Phone | 4199945152 | PhoneNum |
| Preparation | 2015-05-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,570,245 | 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 | $31,545 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,635 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,635 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,635 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $69,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,586 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $69,586 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $76,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $196,270 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $76,950 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $446 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $446 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $446 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $188,162 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,617 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $79,667 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $42,617 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $42,617 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,617 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,187 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,187 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $8,187 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,187 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,362 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $43,062 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $50,804 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,866 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,166 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $50,804 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,866 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,996 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $148,430 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,863 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $1,474,878 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,570,245 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,570,245 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $170,523 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $108,784 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $63,110 | LandBOYAmt |
| Land EOY | $61,739 | LandEOYAmt |
| Other Assets BOY | $1,000,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,537,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,631,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,570,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,062,836 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,109,481 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $475,152 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $522,503 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,537,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,631,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,537,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,631,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,537,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,996 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,631,984 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,631,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| VERIZON COMM SHS | P | 2014-02-21 | 2014-03-05 | $20 | $20 | |
| ABBOTT LAB SHS | P | 2007-10-23 | 2014-09-23 | $6,418 | $3,719 | $2,699 |
| ABBVIE INC SHS | P | 2007-10-23 | 2014-03-24 | $7,714 | $4,033 | $3,681 |
| AMERICAN ELECTRIC SHS | P | 2009-01-01 | 2014-12-22 | $11,945 | $5,495 | $6,450 |
| CDK GLOBAL INC SHS | P | 2012-02-27 | 2014-10-15 | $17 | $14 | $3 |
| CDK GLOBAL INC SHS | P | 2011-05-25 | 2014-10-15 | $9 | $7 | $2 |
| CDK GLOBAL INC SHS | P | 2013-01-01 | 2014-12-22 | $1,966 | $881 | $1,085 |
| CDK GLOBAL INC SHS | P | 2011-05-25 | 2014-12-22 | $1,297 | $669 | $628 |
| CHEVRON TEXACO CORP SHS | P | 2009-01-01 | 2014-09-23 | $27,672 | $6,600 | $21,072 |
| DUKE ENERGY CORP SHS | P | 2009-01-01 | 2014-01-23 | $10,259 | $5,805 | $4,454 |
| DUKE ENERGY CORP SHS | P | 2009-01-01 | 2014-09-23 | $18,455 | $9,675 | $8,780 |
| DUKE ENERGY CORP SHS | P | 2009-01-01 | 2014-12-22 | $16,691 | $7,740 | $8,951 |
| FIDELITY CAP AND INCOME FND SHS | P | 2011-04-11 | 2014-03-04 | $5,148 | $5,000 | $148 |
| MANITOWOC CO INC SHS | P | 2009-01-01 | 2014-06-19 | $29,016 | $18,623 | $10,393 |
| METRONIC INC SHS | P | 2013-07-24 | 2014-09-23 | $6,390 | $5,537 | $853 |
| STATE STREET CORP SHS | P | 2007-12-19 | 2014-09-23 | $7,450 | $7,904 | -$454 |
| VANGUARD INST EURO STOCK INDX SHS | P | 2007-12-26 | 2014-06-03 | $1,000 | $1,227 | -$227 |
| VANGUARD SH TERM BOND FND SHS | P | 2009-04-02 | 2014-11-04 | $61 | $60 | $1 |
| VANGUARD SH TERM BOND FND SHS | P | 2013-02-05 | 2014-11-04 | $181 | $183 | -$2 |
| VODAFONE GRP SHS | P | 2009-01-01 | 2014-03-05 | $26 | $5 | $21 |
| WESTAR ENERGY INC SHS | P | 2009-01-01 | 2014-06-19 | $44,535 | $36,123 | $8,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,950 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,134 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,398,428 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.024409 | DistributionYr1Rt |
| Total Distribution | 0.024409 | TotalDistributionRt |
| Average Distribution | 0.004882 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,862,052 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,973 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,484 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,457 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,866 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,484 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,484 | 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 | OH | 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 |
| Individual With Books | CLARK PITTMAN | IndividualWithBooksNm |
| Phone | 4199944050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 203 EAST MAIN ST | AddressLine1Txt |
| City | LOUDONVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44842 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| JEANNE GRIFFFIN | ||||||||
| 203 EAST MAIN ST | LOUDONVILLE | OH | 44842 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| LINDA MARKS | ||||||||
| 203 EAST MAIN ST | LOUDONVILLE | OH | 44842 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| JESSICA BAUER | ||||||||
| 203 EAST MAIN ST | LOUDONVILLE | OH | 44842 | SECRETTARY | 10.00 | $0 | $0 | $0 |
| CLARK PITTMAN | ||||||||
| 203 EAST MAIN ST | LOUDONVILLE | OH | 44842 | TREASURER | 10.00 | $0 | $0 | $0 |
| KENNY UTTERBACH | ||||||||
| 203 EAST MAIN ST | LOUDONVILLE | OH | 44842 | BUILDING MANAGER | 10.00 | $0 | $0 | $0 |
| CHARLES ROESCH | ||||||||
| 203 EAST MAIN ST | LOUDONVILLE | OH | 44842 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN MESSNER | ||||||||
| 203 EAST MAIN ST | LOUDONVILLE | OH | 44842 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALICE SCHOPLER | ||||||||
| 203 EAST MAIN ST | LOUDONVILLE | OH | 44842 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LYLE GRAY | ||||||||
| 203 EAST MAIN ST | LOUDONVILLE | OH | 44842 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NICHOLAS ATTERHOLT | ||||||||
| 203 EAST MAIN ST | LOUDONVILLE | OH | 44842 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,387,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,777 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,500,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,905,637 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,905,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,862,052 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,484 | TotalTaxAmt |
| Distributable Before Adj | $141,619 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $141,619 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $141,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,866 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $93,866 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,484 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $92,382 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,619 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $93,866 | QualifyingDistributionsAmt |
| Applied To Current Year | $93,866 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $47,753 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | BusinessBusinessCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| CONTRIBUTIONS | 900099 | $31,545 |
| ROYALTIES | 900099 | $446 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $9,635 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $69,586 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $76,950 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $188,162 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,162 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 01A | HELPS TO OFFSET EXPENSES AND NUTURE PUBLIC INVOLVEMENT |
| 01B | HISTORIC BOOK SALES USED TO PROMOTE LOCAL HISTORY |
| 03 | HELPS OFFSET EXPENSES AND HELPS TO PURCHASE MORE ARTIFACTS |
| 04 | USED TO PAY EXPENSES AND HIRE FULLTIME CURATOR |
| 08 | STOCKS ARE SOLD TO PRODUCE MORE DIVIDEND INCOME |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $18,752 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BICENTEN COMMITTEE KETTERING STATUE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | TRANSFERED CASH TRANSFERED CASH | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RESTRICTED INVEST ACCT-FARMERS BANK | $522,503 | $522,503 |
| UNREST NO1 INV ACCT FARMERS BANK | $0 | $0 |
| UNRESTR NO2 INV ACCT FARMERS BANK | $1,047,742 | $1,047,742 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| MAIN MUSEUM BLDG | $150,523 | $103,399 | $47,124 | $0 |
| GARAGE | $5,000 | $5,000 | $0 | $0 |
| GARAGE REMODEL | $15,000 | $385 | $14,615 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | HISTORICAL ARTIFACTS | Desc |
| BOY Book Value | $1,000,000 | BOYBookValueAmt |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
| EOYFMV | $1,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACT LABOR | $2,405 | $0 | $0 | $2,405 |
| UTILITIES | $5,167 | $0 | $0 | $5,167 |
| OFFICE | $0 | $0 | $0 | $0 |
| REPAIRS | $1,517 | $0 | $0 | $1,517 |
| INSURANCE AND SECURITY | $2,970 | $0 | $0 | $2,670 |
| MISC | $15,022 | $0 | $0 | $15,022 |
| GARAGE AND CABIN | $15,691 | $0 | $0 | $15,691 |
| INTERNET | $590 | $0 | $0 | $590 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $446 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $446 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT ADMIN FEES | CategoryTxt |
| Amt | $8,187 | Amt |
| Net Investment Income | $8,187 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,187 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,187 | DisbursementsCharitablePrpsAmt |
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