MONTAUK HISTORICAL SOCIETY: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MONTAUK HISTORICAL SOCIETY (EIN 11-6037082)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202513219349301511
Schema version
2024v5.0
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)
Return2025-11-17T07:52:07-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112459188PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CULLEN & DANOWSKI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11650 ROUTE 112AddressLine1Txt
CityPORT JEFFERSON STACityNm
State AbbreviationNYStateAbbreviationCd
ZIP117763060ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN116037082EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTAUK HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone6316682544PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 943AddressLine1Txt
CityMONTAUKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11954ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH A GAVIOLAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6316682544PhoneNum
Signature2025-11-13SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJILL S SANDERS CPAPreparerPersonNm
PTINP00224590PTIN
Phone6314733400PhoneNum
Preparation2025-11-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMIA CERTICPrincipalOfficerNm
Gross Receipts$3,751,737GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MONTAUKHISTORICALSOCIETY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1967FormationYr
Activity Or MissionTHE PURPOSE OF THE MONTAUK HISTORICAL SOCIETY IS TO COLLECT, RESTORE, PRESERVE AND DISPLAY HISTORICALLY SIGNIFICANT BUILDINGS, OBJECTS AND WRITINGS AND TO PRESERVE AND SHARE THE HISTORY AND CULTURES OF MONTAUK AND THE EAST END FOR THIS AND FUTURE GENERATIONS.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee46TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$160,497PYContributionsGrantsAmt
CY Contributions Grants$547,106CYContributionsGrantsAmt
PY Program Service Revenue$1,246,835PYProgramServiceRevenueAmt
CY Program Service Revenue$1,407,322CYProgramServiceRevenueAmt
PY Investment Income$26,930PYInvestmentIncomeAmt
CY Investment Income$5,423CYInvestmentIncomeAmt
PY Other Revenue$604,114PYOtherRevenueAmt
CY Other Revenue$690,211CYOtherRevenueAmt
PY Total Revenue$2,038,376PYTotalRevenueAmt
CY Total Revenue$2,650,062CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,121,478PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,356,274CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$22,986CYTotalFundraisingExpenseAmt
PY Other Expenses$1,109,078PYOtherExpensesAmt
CY Other Expenses$1,171,855CYOtherExpensesAmt
PY Total Expenses$2,230,556PYTotalExpensesAmt
CY Total Expenses$2,528,129CYTotalExpensesAmt
PY Revenues Less Expenses-$192,180PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$121,933CYRevenuesLessExpensesAmt
Total Assets BOY$4,772,434TotalAssetsBOYAmt
Total Assets EOY$4,915,343TotalAssetsEOYAmt
Total Liabilities BOY$95,391TotalLiabilitiesBOYAmt
Total Liabilities EOY$111,332TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,677,043NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,804,011NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PURPOSE OF THE MONTAUK HISTORICAL SOCIETY IS TO COLLECT, RESTORE, PRESERVE AND DISPLAY HISTORICALLY SIGNIFICANT BUILDINGS, OBJECTS AND WRITINGS AND TO PRESERVE AND SHARE THE HISTORY AND CULTURES OF MONTAUK AND THE EAST END FOR THIS AND FUTURE GENERATIONS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$2,181,777ExpenseAmt
Revenue$1,407,322RevenueAmt
DescTHE LIGHTHOUSE MUSEUM: THE MONTAUK HISTORICAL SOCIETY OWNS AND MAINTAINS THE MONTAUK POINT LIGHTHOUSE MUSEUM. THE MONTAUK POINT LIGHTHOUSE HAS LONG BEEN FAMED AS THE SYMBOL OF LONG ISLAND AND ONE OF AMERICA'S OLDEST LIGHTHOUSES. AUTHORIZED IN 1792 BY THE SECOND CONGRESS UNDER PRESIDENT GEORGE WASHINGTON, IT WAS BUILT BY NEW YORK ARCHITECT, JOHN MCCOMB, IN 1796. ON MARCH 5, 2012, THE MONTAUK POINT LIGHTHOUSE WAS DESIGNATED A NATIONAL HISTORIC LANDMARK, JOINING THE RANKS OF ONLY 11 OTHER LIGHTHOUSES IN THE COUNTRY THAT HAVE BEEN SO HONORED BY THE SECRETARY OF THE INTERIOR BECAUSE OF THEIR EXCEPTIONAL VALUE IN ILLUSTRATING AND INTERPRETING THE HERITAGE OF OUR NATION. THE LIGHTHOUSE TOWER AND MUSEUM ARE OPEN TO THE GENERAL PUBLIC AND TOURS ARE AVAILABLE FOR SCHOOLS AND OTHER GROUPS. EVENTS AND EXHIBITIONS ARE HELD THROUGHOUT THE YEAR ON THE LIGHTHOUSE GROUNDS. THE LIGHTHOUSE MUSEUM, WHICH IS LOCATED IN THE 1860 KEEPERS' HOUSE, DISPLAYS AN ASSORTMENT OF HISTORICAL DOCUMENTS AND PHOTOGRAPHS AND IS HOME TO SEVERAL UNIQUE COLLECTIONS. IN ADDITION TO THE HISTORIC BUILDINGS AND DWELLINGS, THE COLLECTION INCLUDES NAUTICAL INSTRUMENTS, SHIP MODELS, FURNITURE, AND WHALING INDUSTRY ARTIFACTS. THERE ARE EXHIBITS SHOWING THE HISTORY OF THE LIGHTHOUSE AND THE EROSION CONTROL EFFORTS THAT HAVE BEEN IMPLEMENTED OVER THE YEARS. THE LIGHTHOUSE MUSEUM'S COLLECTION FEATURES TWO EXCLUSIVE ORIGINAL DOCUMENTS. ONE OF THESE IS THE CONGRESSIONAL AUTHORIZATION TO CONSTRUCT A LIGHTHOUSE AT MONTAUK POINT AND IS SIGNED BY THEN SECRETARY OF STATE, THOMAS JEFFERSON. THE OTHER IS THE FEDERAL AUTHORIZATION TO PURCHASE THE LAND AT MONTAUK POINT FOR THE PURPOSE OF BUILDING A LIGHTHOUSE. THAT DOCUMENT IS SIGNED BY THEN PRESIDENT GEORGE WASHINGTON. THE SECOND HOUSE MUSEUM: SECOND HOUSE, BUILT IN 1746 AND REBUILT IN 1797, WAS ORIGINALLY A DWELLING FOR A LIVESTOCK KEEPER AND HIS FAMILY. IT WAS ONE OF ONLY THREE HOUSES THAT EXISTED IN MONTAUK IN THE LATE 18TH AND EARLY 19TH CENTURIES. THE OLDEST AND MOST HISTORIC DWELLING STILL STANDING IN MONTAUK, IT REMAINS THE SUBJECT OF A METICULOUS RESTORATION BY THE TOWN OF EAST HAMPTON, WHICH HAS FINISHED ALL EXTERIOR WORK AND IS TURNING TO THE INTERIOR. AS WE AWAIT COMPLETION OF THE BUILDING, WE CONTINUE TO PLAN OUR NEW MUSEUM. THE MONTAUK INDIAN MUSEUM: THE MONTAUK INDIAN MUSEUM IS DEDICATED TO THE PRESERVATION OF THE PRE CONTACT HISTORY OF THE INDIGENOUS PEOPLES OF MONTAUK. IT IS HOME TO FOUR MURALS DEPICTING LIFE IN MONTAUK IN DIFFERENT ERAS BEFORE EUROPEAN SETTLEMENT, ALONG WITH AN EXTENSIVE COLLECTION OF POINTS AND TOOLS. THE MONTAUK OCEANS INSTITUTE: THE MONTAUK OCEANS INSTITUTE IS A MUSEUM ON THE LIGHTHOUSE GROUNDS WHOSE AIM IS TO HEIGHTEN AWARENESS OF THE HEALTH OF OUR OCEANS THROUGH EXHIBITS, LECTURES, AND EVENTS. IT IS NOW HOME TO AN INTERACTIVE VIRTUAL AQUARIUM POPULATED BY 18 SPECIES OF MONTAUK UNDERSEA LIFE, WHICH IS A VALUABLE TOOL IN TEACHING AWARENESS OF THE WATERS THAT SURROUND US. THE CARL FISHER HOUSE AND ANNEX: THE CARL FISHER HOUSE AND ANNEX, A HISTORIC PROPERTY BUILT BY DEVELOPER CARL FISHER IN THE MID-1920'S, WAS PURCHASED IN DECEMBER 2021 BY THE TOWN OF EAST HAMPTON WITH COMMUNITY PRESERVATION FUNDS FOR THE PURPOSE OF HAVING IT PRESERVED AND TURNED INTO A MUSEUM AND HISTORY CENTER. THE MONTAUK HISTORICAL SOCIETY SIGNED A LICENSE AGREEMENT FOR THAT PURPOSE WITH THE TOWN IN 2022. THE HOUSE, WHICH AWAITS CAPITAL IMPROVEMENTS BY THE TOWN, IS CURRENTLY BEING USED AS A MONTAUK HISTORICAL SOCIETY HEADQUARTERS AND ALSO AS A VENUE FOR EXHIBITS AND LECTURES ABOUT LOCAL HISTORY.Desc
Total Program Service Expenses$2,181,777TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee46EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRORI FINAZZOPersonNm
Phone6312916381PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7AddressLine1Txt
CityMONTAUKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11954ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOSEPH A GAVIOLA
PRESIDENT10.00Yes (X)Yes (X)$0$0$0
MARTHA REICHERT
VICE PRESIDE5.00Yes (X)Yes (X)$0$0$0
RORI FINAZZO
SECRETARY5.00Yes (X)Yes (X)$0$0$0
RICHARD F WHITE JR
TREASURER5.00Yes (X)Yes (X)$0$0$0
MARILYN BOGDAN
TRUSTEE5.00Yes (X)$0$0$0
JOHN D'AGOSTINO
TRUSTEE3.00Yes (X)$0$0$0
NICHOLAS RACANELLI
TRUSTEE5.00Yes (X)$0$0$0
JULIE MARCLEY
TRUSTEE3.00Yes (X)$0$0$0
JOHN MCDONALD
TRUSTEE5.00Yes (X)$0$0$0
CHRISTOPHER WATERMAN
TRUSTEE3.00Yes (X)$0$0$0
MIA CERTIC
EXECUTIVE DI40.00Yes (X)$144,462$0$6,000
FieldValueIRS element (for citing)
Total Reportable Comp From Org$144,462TotalReportableCompFromOrgAmt
Total Other Compensation$6,000TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$139,975GovernmentGrantsAmt
All Other Contributions$407,131AllOtherContributionsAmt
Total Contributions$547,106TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSION AND PROGRAM FEES$1,385,938$1,385,938
MEMBERSHIP FEES$21,384$21,384
FieldValueIRS element (for citing)
Total Program Service Revenue$1,407,322TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,711TotalRevenueColumnAmt
Related Or Exempt Func Income$22,711RelatedOrExemptFuncIncomeAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$57,330RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$57,330RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$57,330TotalRevenueColumnAmt
Related Or Exempt Func Income$57,330RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$601,044SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$618,332SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$17,288SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$17,288TotalRevenueColumnAmt
Related Or Exempt Func Income-$17,288RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$201,686FundraisingGrossIncomeAmt
Fundraising Direct Expenses$20,325FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$181,361TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$914,538GrossSalesOfInventoryAmt
Cost Of Goods Sold$463,018CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$451,520TotalRevenueColumnAmt
Related Or Exempt Func Income$451,520RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,650,062TotalRevenueColumnAmt
Related Or Exempt Func Income$1,921,595RelatedOrExemptFuncIncomeAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$150,462TotalAmt
Program Services$150,462ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$956,076TotalAmt
Program Services$759,376ProgramServicesAmt
Management And General$181,048ManagementAndGeneralAmt
Fundraising$15,652FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$127,416TotalAmt
Program Services$107,479ProgramServicesAmt
Management And General$19,117ManagementAndGeneralAmt
Fundraising$820FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$122,320TotalAmt
Program Services$96,633ProgramServicesAmt
Management And General$24,464ManagementAndGeneralAmt
Fundraising$1,223FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,500TotalAmt
Management And General$3,500ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,480TotalAmt
Management And General$35,480ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$93,828TotalAmt
Program Services$93,828ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$26,914TotalAmt
Program Services$26,914ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$130,963TotalAmt
Program Services$102,479ProgramServicesAmt
Management And General$28,324ManagementAndGeneralAmt
Fundraising$160FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$34,452TotalAmt
Program Services$20,100ProgramServicesAmt
Management And General$9,221ManagementAndGeneralAmt
Fundraising$5,131FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$65,531TotalAmt
Program Services$58,188ProgramServicesAmt
Management And General$7,343ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$233,558TotalAmt
Program Services$222,115ProgramServicesAmt
Management And General$11,443ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$110,415TotalAmt
Program Services$108,987ProgramServicesAmt
Management And General$1,428ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM EVENT EXPENSES$175,628$175,628
REPAIRS & MAINTENANCE$157,949$155,951$1,998
PROGRAM SUPPLIES$91,617$91,617
SECURITY$12,020$12,020

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,528,129TotalAmt
Program Services$2,181,777ProgramServicesAmt
Management And General$323,366ManagementAndGeneralAmt
Fundraising$22,986FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$608,534BOYAmt
EOY$721,371EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$12,000BOYAmt
EOY$14,975EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$158,113BOYAmt
EOY$178,038EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,486BOYAmt
EOY$30,047EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,166,268LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,919,161LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,386,954BOYAmt
EOY$3,247,107EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$588,347BOYAmt
EOY$723,805EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,772,434BOYAmt
EOY$4,915,343EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$95,391BOYAmt
EOY$111,332EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$95,391BOYAmt
EOY$111,332EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,590,127BOYAmt
EOY$4,502,045EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$86,916BOYAmt
EOY$301,966EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,677,043BOYAmt
EOY$4,804,011EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,772,434BOYAmt
EOY$4,915,343EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$121,933ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,035NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$309,951CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,770,829CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$487,344CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$160,497CurrentTaxYearMinus1YearAmt
Current Tax Year$547,106CurrentTaxYearAmt
Total$3,275,727TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$309,951CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,770,829CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$487,344CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$160,497CurrentTaxYearMinus1YearAmt
Current Tax Year$547,106CurrentTaxYearAmt
Total$3,275,727TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,275,727PublicSupportTotal170Amt
Total Support$3,275,727TotalSupportAmt
Gross Receipts Rltd Activities$9,904,309GrossReceiptsRltdActivitiesAmt
Public Support CY1701.00000PublicSupportCY170Pct
Public Support PY1700.95320PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

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

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$5,971,312InvestmentCostOrOtherBasisAmt
Depreciation$2,955,776DepreciationAmt
Book Value$3,015,536BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$119,021InvestmentCostOrOtherBasisAmt
Depreciation$119,021DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$1,075,935InvestmentCostOrOtherBasisAmt
Depreciation$844,364DepreciationAmt
Book Value$231,571BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,247,107TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,655,097TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,035NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,035RevenueNotReportedAmt
Revenue Subtotal$2,650,062RevenueSubtotalAmt
Total Revenue Per Form990$2,650,062TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,528,129TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$2,528,129ExpensesSubtotalAmt
Total Expenses Per Form990$2,528,129TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 3, PART XTHE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE, SECTION 501(C)(3) AND APPLICABLE NEW YORK STATE TAX LAWS. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE ORGANIZATION EVALUATES, ON AN ANNUAL BASIS, THE EFFECTS OF UNCERTAIN TAX POSITIONS ON ITS FINANCIAL STATEMENTS USING A THRESHOLD OF MORE LIKELY THAN NOT. AS OF DECEMBER 31, 2024, TAX RETURNS FOR YEARS SUBSEQUENT TO 2021 ARE SUBJECT TO EXAMINATION BY THE AUTHORITIES.
SCHEDULE D, PAGE 4, PART XIIITHE ART COLLECTION HAS BEEN PRESERVED AND IS AVAILABLE FOR THE GENERAL PUBLIC TO SEE.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MUSIC FESTIVALEvent1Nm
Gross Receipts Event1$131,984GrossReceiptsEvent1Amt
Gross Revenue Event1$131,984GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,422OtherDirectExpensesEvent1Amt
Event2TRIATHLONEvent2Nm
Gross Receipts Event2$41,919GrossReceiptsEvent2Amt
Gross Revenue Event2$41,919GrossRevenueEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$27,783GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$27,783GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$14,903OthDirectExpnssOtherEventsAmt
Gross Receipts Total$201,686GrossReceiptsTotalAmt
Gross Revenue Total Events$201,686GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$20,325OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$20,325DirectExpenseSummaryEventsAmt
Net Income Summary$181,361NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMIA CERTICPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$144,462BaseCompensationFilingOrgAmt
Nontaxable Benefits Filing Org$6,000NontaxableBenefitsFilingOrgAmt
Total Compensation Filing Org$150,462TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE PURPOSE OF THE MONTAUK HISTORICAL SOCIETY IS TO COLLECT, RESTORE, PRESERVE AND DISPLAY HISTORICALLY SIGNIFICANT BUILDINGS, OBJECTS AND WRITINGS AND TO PRESERVE AND SHARE THE HISTORY AND CULTURES OF MONTAUK AND THE EAST END FOR THIS AND FUTURE GENERATIONS.
FORM 990, PAGE 2, PART III, LINE 4ATHE LIGHTHOUSE MUSEUM: THE MONTAUK HISTORICAL SOCIETY OWNS AND MAINTAINS THE MONTAUK POINT LIGHTHOUSE MUSEUM. THE MONTAUK POINT LIGHTHOUSE HAS LONG BEEN FAMED AS THE SYMBOL OF LONG ISLAND AND ONE OF AMERICA'S OLDEST LIGHTHOUSES. AUTHORIZED IN 1792 BY THE SECOND CONGRESS UNDER PRESIDENT GEORGE WASHINGTON, IT WAS BUILT BY NEW YORK ARCHITECT, JOHN MCCOMB, IN 1796. ON MARCH 5, 2012, THE MONTAUK POINT LIGHTHOUSE WAS DESIGNATED A NATIONAL HISTORIC LANDMARK, JOINING THE RANKS OF ONLY 11 OTHER LIGHTHOUSES IN THE COUNTRY THAT HAVE BEEN SO HONORED BY THE SECRETARY OF THE INTERIOR BECAUSE OF THEIR EXCEPTIONAL VALUE IN ILLUSTRATING AND INTERPRETING THE HERITAGE OF OUR NATION. THE LIGHTHOUSE TOWER AND MUSEUM ARE OPEN TO THE GENERAL PUBLIC AND TOURS ARE AVAILABLE FOR SCHOOLS AND OTHER GROUPS. EVENTS AND EXHIBITIONS ARE HELD THROUGHOUT THE YEAR ON THE LIGHTHOUSE GROUNDS. THE LIGHTHOUSE MUSEUM, WHICH IS LOCATED IN THE 1860 KEEPERS' HOUSE, DISPLAYS AN ASSORTMENT OF HISTORICAL DOCUMENTS AND PHOTOGRAPHS AND IS HOME TO SEVERAL UNIQUE COLLECTIONS. IN ADDITION TO THE HISTORIC BUILDINGS AND DWELLINGS, THE COLLECTION INCLUDES NAUTICAL INSTRUMENTS, SHIP MODELS, FURNITURE, AND WHALING INDUSTRY ARTIFACTS. THERE ARE EXHIBITS SHOWING THE HISTORY OF THE LIGHTHOUSE AND THE EROSION CONTROL EFFORTS THAT HAVE BEEN IMPLEMENTED OVER THE YEARS. THE LIGHTHOUSE MUSEUM'S COLLECTION FEATURES TWO EXCLUSIVE ORIGINAL DOCUMENTS. ONE OF THESE IS THE CONGRESSIONAL AUTHORIZATION TO CONSTRUCT A LIGHTHOUSE AT MONTAUK POINT AND IS SIGNED BY THEN SECRETARY OF STATE, THOMAS JEFFERSON. THE OTHER IS THE FEDERAL AUTHORIZATION TO PURCHASE THE LAND AT MONTAUK POINT FOR THE PURPOSE OF BUILDING A LIGHTHOUSE. THAT DOCUMENT IS SIGNED BY THEN PRESIDENT GEORGE WASHINGTON. THE SECOND HOUSE MUSEUM: SECOND HOUSE, BUILT IN 1746 AND REBUILT IN 1797, WAS ORIGINALLY A DWELLING FOR A LIVESTOCK KEEPER AND HIS FAMILY. IT WAS ONE OF ONLY THREE HOUSES THAT EXISTED IN MONTAUK IN THE LATE 18TH AND EARLY 19TH CENTURIES. THE OLDEST AND MOST HISTORIC DWELLING STILL STANDING IN MONTAUK, IT REMAINS THE SUBJECT OF A METICULOUS RESTORATION BY THE TOWN OF EAST HAMPTON, WHICH HAS FINISHED ALL EXTERIOR WORK AND IS TURNING TO THE INTERIOR. AS WE AWAIT COMPLETION OF THE BUILDING, WE CONTINUE TO PLAN OUR NEW MUSEUM. THE MONTAUK INDIAN MUSEUM: THE MONTAUK INDIAN MUSEUM IS DEDICATED TO THE PRESERVATION OF THE PRE CONTACT HISTORY OF THE INDIGENOUS PEOPLES OF MONTAUK. IT IS HOME TO FOUR MURALS DEPICTING LIFE IN MONTAUK IN DIFFERENT ERAS BEFORE EUROPEAN SETTLEMENT, ALONG WITH AN EXTENSIVE COLLECTION OF POINTS AND TOOLS. THE MONTAUK OCEANS INSTITUTE: THE MONTAUK OCEANS INSTITUTE IS A MUSEUM ON THE LIGHTHOUSE GROUNDS WHOSE AIM IS TO HEIGHTEN AWARENESS OF THE HEALTH OF OUR OCEANS THROUGH EXHIBITS, LECTURES, AND EVENTS. IT IS NOW HOME TO AN INTERACTIVE VIRTUAL AQUARIUM POPULATED BY 18 SPECIES OF MONTAUK UNDERSEA LIFE, WHICH IS A VALUABLE TOOL IN TEACHING AWARENESS OF THE WATERS THAT SURROUND US. THE CARL FISHER HOUSE AND ANNEX: THE CARL FISHER HOUSE AND ANNEX, A HISTORIC PROPERTY BUILT BY DEVELOPER CARL FISHER IN THE MID-1920'S, WAS PURCHASED IN DECEMBER 2021 BY THE TOWN OF EAST HAMPTON WITH COMMUNITY PRESERVATION FUNDS FOR THE PURPOSE OF HAVING IT PRESERVED AND TURNED INTO A MUSEUM AND HISTORY CENTER. THE MONTAUK HISTORICAL SOCIETY SIGNED A LICENSE AGREEMENT FOR THAT PURPOSE WITH THE TOWN IN 2022. THE HOUSE, WHICH AWAITS CAPITAL IMPROVEMENTS BY THE TOWN, IS CURRENTLY BEING USED AS A MONTAUK HISTORICAL SOCIETY HEADQUARTERS AND ALSO AS A VENUE FOR EXHIBITS AND LECTURES ABOUT LOCAL HISTORY.
FORM 990, PAGE 6, PART VI, LINE 11BTHE 990 SHALL BE REVIEWED BY THE PRESIDENT AND THEN PRESENTED TO ALL BOARD MEMBERS VIA E-MAIL OR BY PAPER COPY.
FORM 990, PAGE 6, PART VI, LINE 12CTHE ORGANIZATION ANUALLY ASKS THE BOARD MEMBERS TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST.
FORM 990, PAGE 6, PART VI, LINE 15ATHE SALARIES OF THE OFFICERS, IF ANY, SHALL BE FIXED BY RESOLUTION OF THE BOARD OF DIRECTORS. IN ALL CASES, ANY SALARIES RECEIVED BY OFFICERS OF THIS ORGANIZATIOM SHALL BE REASONABLE. ALL OFFICER SALARIES SHALL BE APPROVED IN ADVANCE IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
FORM 990, PAGE 6, PART VI, LINE 15BSEE PART VI, LINE 15A
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.

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