SANDWICH HISTORICAL SOCIETY: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: SANDWICH HISTORICAL SOCIETY (EIN 02-0268251)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-15
IRS object ID: 201301359349101405
Schema version: 2012v2.1
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
Accounting Fees Schedule
Compensation Explanation
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Notes Loans Rcvbl Short Sch2
Other Professional Fees Schedule
Sales Of Inventory List
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-15T10:37:46-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	VACHON CLUKAY & COMPANY PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	608 CHESTNUT ST	AddressLine1
City	MANCHESTER	City
State	NH	State
ZIP Code	03104	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	020268251	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	SANDWICH HISTORICAL SOCIETY	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	SAND	NameControl
Phone	6032846269	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 244	AddressLine1
City	CENTER SANDWICH	City
State	NH	State
ZIP Code	032270106	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	TOM SHEVENELL	Name
Title	PRESIDENT	Title
Phone	6032846269	Phone
Date Signed	2013-05-14	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RICKY A LAURENDEAU	Name
Phone	6036227070	Phone
Date Prepared	2013-05-14	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1933055	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	123541	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	16896	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	16896	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	16896	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	27968	DividendsRevAndExpnss
Dividends Net Invst Incm	27968	DividendsNetInvstIncm
Dividends Adj Net Incm	27968	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	43853	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	276469	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	43853	CapitalGainNetIncmNetInvstIncm
Gross Sales Less Returns And Allwnc	4476	GrossSalesLessReturnsAndAllwnc
Cost Of Goods Sold	3821	CostOfGoodsSold
Gross Profit Rev And Expnss	655	GrossProfitRevAndExpnss
Gross Profit Adj Net Incm	655	GrossProfitAdjNetIncm
Other Income Rev And Expnss	160	OtherIncomeRevAndExpnss
Other Income Adj Net Incm	160	OtherIncomeAdjNetIncm
Total Revenue And Expenses	213073	TotalRevenueAndExpenses
Total Net Investment Income	88717	TotalNetInvestmentIncome
Total Adjusted Net Income	45679	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	18189	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	18189	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	18928	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Adj Net Incm	9464	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	9464	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	3348	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Adj Net Incm	1707	PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	1641	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	4896	AccountingFeesRevAndExpnss
Accounting Fees Adj Net Incm	4896	AccountingFeesAdjNetIncm
Other Prof Fees Rev And Expnss	11280	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	11280	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	11280	OtherProfFeesAdjNetIncm
Taxes Rev And Expnss	633	TaxesRevAndExpnss
Taxes Adj Net Incm	633	TaxesAdjNetIncm
Deprec And Depletion Rev And Expnss	11511	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Adj Net Incm	11511	DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss	14144	OccupancyRevAndExpnss
Occupancy Dsbrs Chrtbl Prps	14144	OccupancyDsbrsChrtblPrps
Printing And Pub Rev And Expnss	2870	PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps	2870	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	21278	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	439	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	514	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	20764	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	107077	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	11719	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	40005	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	67072	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	0	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	107077	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	11719	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	40005	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	67072	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	105996	ExcessOfRevenueOverExpenses
Net Investment Income	76998	NetInvestmentIncome
Adjusted Net Income	5674	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	106	CashBOY
Cash EOY	114	CashEOY
Cash EOYFMV	114	CashEOYFMV
Savings And Temp Cash Invst BOY	68575	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	74415	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	74415	SavingsAndTempCashInvstEOYFMV
Grants Receivable EOY	37500	GrantsReceivableEOY
Grants Receivable EOYFMV	37500	GrantsReceivableEOYFMV
Other Notes And Loans Receivable	15789	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY	14839	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	15789	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	15789	OtherNotesAndLoansRcvblEOYFMV
Prepaid Expenses EOY	1100	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	1100	PrepaidExpensesEOYFMV
Investments Govt Oblig BOY	41174	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	38912	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	40829	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	784734	InvestmentsCorpStockBOY
Investments Corp Stock EOY	782283	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	1031595	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	351526	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	220627	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	231983	InvestmentsCorpBondsEOYFMV
Land Building And Equipment Basis	654225	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	191650	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	268914	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	462575	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	462575	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	37155	OtherAssetsBOY
Other Assets EOY	37155	OtherAssetsEOY
Other Assets EOYFMV	37155	OtherAssetsEOYFMV
Total Assets BOY	1567023	TotalAssetsBOY
Total Assets EOY	1670470	TotalAssetsEOY
Total Assets EOYFMV	1933055	TotalAssetsEOYFMV
Accounts Payable BOY	8612	AccountsPayableBOY
Accounts Payable EOY	4367	AccountsPayableEOY
Deferred Revenue BOY	3050	DeferredRevenueBOY
Deferred Revenue EOY	3825	DeferredRevenueEOY
Total Liabilities BOY	11662	TotalLiabilitiesBOY
Total Liabilities EOY	8192	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	1537522	UnrestrictedBOY
Unrestricted EOY	1627153	UnrestrictedEOY
Temporarily Restricted BOY	17839	TemporarilyRestrictedBOY
Temporarily Restricted EOY	35125	TemporarilyRestrictedEOY
Total Net Assets BOY	1555361	TotalNetAssetsBOY
Total Net Assets EOY	1662278	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1567023	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1670470	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1555361	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	105996	ExcessOfRevenueOverExpenses
Other Increases	921	OtherIncreases
Subtotal	1662278	Subtotal
Total Net Assets Fund Balances EOY	1662278	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (30 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
FNMA PL 532215 7.5%	P	2000-02-15	2012-06-25	76	76
IBM 10 SHS	P	1998-09-02	2012-09-27	2047	611	1436	1436
FNMA PASS 6.0% 5/5/16	P	2001-05-15	2012-06-25	457	455	2	2
ISHARES MSCI INDEX 45 SHS	P	2007-04-19	2012-09-27	2413	3565	-1152	-1152
FNMA PL918694 6.0%	P	2007-05-26	2012-06-25	1722	1732	-10	-10
ISHARES MSCI JAPAN 1030 SHS	P	2011-03-01	2012-03-12	10166	11274	-1108	-1108
SLM CORP 5.125% 8/12/12	P	2004-07-06	2012-06-26	50133	50013	120	120
ISHARES S&P MIDCAP 400 INDEX 45 SHS	P	2011-10-01	2012-10-22	4413	3188	1225	1225
GOLDMAN SACHS 5.7% 9/1/12	P	2006-09-05	2012-09-01	50000	50597	-597	-597
ISHARES S&P MIDCAP INDEX 55 SHS	P	2011-07-01	2012-07-26	5066	4523	543	543
CARROLL CTY ILL 5.3% 12/1/21	P	2010-04-16	2012-07-26	35024	30220	4804	4804
KIMBERLY CLARK 100 SHS	P	2000-03-20	2012-06-05	7907	5256	2651	2651
ANALOG DEVICES 50 SHS	P	2008-10-16	2012-09-27	1957	987	970	970
MICROSOFT 90 SHARES	P	2002-02-28	2012-04-10	2726	2662	64	64
APPLE 15 SHS	P	2005-02-07	2012-01-25	6708	588	6120	6120
MONSANTO CO. NEW 100 SHS	P	2009-07-09	2012-01-26	8054	7287	767	767
EMC CORP MA 200 SHS	P	2000-01-13	2012-04-10	5654	2940	2714	2714
NIKE INC CL B 30 SHS	P	2008-08-15	2012-09-27	2843	1869	974	974
EXELON CORP 200 SHS	P	2011-10-01	2012-10-22	7317	8889	-1572	-1572
ORACLE 150 SHS	P	2008-06-06	2012-06-05	3987	3450	537	537
EXXON MOBIL 100 SHS	P	1997-04-23	2012-10-22	9152	2393	6759	6759
PROCTER & GAMBLE 50SHS	P	2005-04-04	2012-09-27	3451	2690	761	761
FLUOR CORP NEW 200 SHS	P	2009-01-27	2012-04-10	11429	8073	3356	3356
STAPLES 900 SHS	P	2000-10-19	2012-01-30	13648	7401	6247	6247
ILLINOIS TOOL WORKS 100 SHS	P	2010-03-10	2012-09-18	6085	4693	1392	1392
VERIZON COMM 59 SHS	P	1998-03-03	2012-07-26	2623	2383	240	240
ILLINOIS TOOL WORKS 200 SHS	P	2010-03-10	2012-10-22	12034	9320	2714	2714
WALMART 50SHS	P	2002-04-15	2012-10-22	3762	2996	766	766
IBM 10 SHS	P	1998-09-02	2012-04-10	2025	611	1414	1414
WELLS FARGO	P	2000-02-16	2012-07-26	3350	1874	1476	1476

Field	Value	IRS element (for citing)
Capital Gain Net Income	43853	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	156743	QualifyingDistributionsYear1
Noncharitable Assets Year1	1460580	NoncharitableAssetsYear1
Distribution Ratio Year1	0.107316	DistributionRatioYear1
Qualifying Distributions Year2	93902	QualifyingDistributionsYear2
Noncharitable Assets Year2	1463466	NoncharitableAssetsYear2
Distribution Ratio Year2	0.064164	DistributionRatioYear2
Qualifying Distributions Year3	98512	QualifyingDistributionsYear3
Noncharitable Assets Year3	1351744	NoncharitableAssetsYear3
Distribution Ratio Year3	0.072878	DistributionRatioYear3
Qualifying Distributions Year4	93107	QualifyingDistributionsYear4
Noncharitable Assets Year4	1462247	NoncharitableAssetsYear4
Distribution Ratio Year4	0.063674	DistributionRatioYear4
Qualifying Distributions Year5	84430	QualifyingDistributionsYear5
Noncharitable Assets Year5	1580697	NoncharitableAssetsYear5
Distribution Ratio Year5	0.053413	DistributionRatioYear5
Total Distribution Ratio	0.361445	TotalDistributionRatio
Average Distribution Ratio	0.072289	AverageDistributionRatio
Net Noncharitable Assets	1389450	NetNoncharitableAssets
Adjusted Noncharitable Assets	100442	AdjustedNoncharitableAssets
One Percent Net Investment Income	770	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	101212	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	270319	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	770	InvestmentIncomeExciseTax
Subtotal	770	Subtotal
Tax Based On Investment Income	770	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	746	EstTaxPaymentsAndOverpayment
Total Credits And Payments	746	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	1	PenaltyForUnderpayment
Tax Due	25	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	true	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	WWW.SANDWICHHISTORICAL.ORG	WebsiteAddress
Books In Care Of Person Name	JON TAYLOR	BooksInCareOfPersonName
Books In Care Of Phone Number	6032846269	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	4 NEW CASTLE ST	AddressLine1
City	CONCORD	City
State	NH	State
ZIP Code	03301	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (18 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
GEOFFREY BURROWS
PO BOX 7 17 GROVE STREET	CENTER SANDWICH	NH	03227	PRESIDENT	0.01	0	0	0
JON TAYLOR
PO BOX 117	NORTH SANDWICH	NH	03259	TREASURER	0.01	0	0	0
ADAM NUDD-HOMEYER
PO BOX 422	CENTER SANDWICH	NH	03227	EXECUTIVE DI	10.00	18189	0	0
JOAN COOK
445 DIAMOND LEDGE RD	CENTER SANDWICH	NH	03227	DIRECTOR	0.01	0	0	0
ELLEN KARNAN
PO BOX 189	CENTER SANDWICH	NH	03227	SECRETARY	0.01	0	0	0
JON HEARD
PO BOX 462	CENTER SANDWICH	NH	03227	DIRECTOR	0.01	0	0	0
DAVID PATRIDGE
PO BOX 42 7 MAPLE STREET	CENTER SANDWICH	NH	03227	DIRECTOR	0.01	0	0	0
SUE GREENE
PO BOX 26	CENTER SANDWICH	NH	03227	DIRECTOR	0.01	0	0	0
BETSY LEIPER
PO BOX 42	NORTH SANDWICH	NH	03259	DIRECTOR	0.01	0	0	0
BARBARA KERR
PO BOX 103	CENTER SANDWICH	NH	03227	DIRECTOR	0.01	0	0	0
JIM MYKLAND
PO BOX 99	CENTER SANDWICH	NH	03227	VICE PRESIDE	0.01	0	0	0
MICHAEL YEAGER
PO BOX 58 251 SQUAM LAKE ROAD	CENTER SANDWICH	NH	03227	DIRECTOR	0.01	0	0	0
CAPT KENNETH A SMITH JR
33 BUCK DRIVE	ELIOT	ME	03903	ASSISTANT TR	0.01	0	0	0
JENNIFER WRIGHT
PO BOX 36	SANDWICH	NH	03227	DIRECTOR	0.01	0	0	0
H BOONE PORTER III
324 WENTWORTH HILL ROAD	CENTER SANDWICH	NH	03227	DIRECTOR	0.01	0	0	0
PHIL HOLLAND
PO BOX 568	CENTER HARBOR	NH	03226	DIRECTOR	0.01	0	0	0
H BENJAMIN BULLARD
PO BOX 305	CENTER SANDWICH	NH	03227	DIRECTOR	0.01	0	0	0
DAPHNE FRENTRESS
24 CHURCH STREET	CENTER SANDWICH	NH	03227	DIRECTOR	0.01	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	TO COLLECT AND PRESERVE THE MATERIAL CULTURE AND HISTORICAL RECORD OF THE TOWN OF SANDWICH, AND TO USE THESE RESOURCES IN SERVICE TO THE PUBLIC THROUGH EDUCATIONAL EXPERIENCES AND OUTREACH TO THE COMMUNITY.	Description1
Expenses1	67072	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1382045	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	28564	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1410609	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	1410609	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	21159	CashDeemedCharitable
Net Noncharitable Assets	1389450	NetNoncharitableAssets
Minimum Investment Return	69473	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	X	Sect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	67072	ExpensesAndContributions
Amounts Paid Acq Charitable Assets	203247	AmountsPaidAcqCharitableAssets
Qualifying Distributions	270319	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	770	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	269549	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Qualifying Distributions	270319	QualifyingDistributions
Remaining Distri From Corpus	270319	RemainingDistriFromCorpus
Total Corpus	270319	TotalCorpus

Private Operating Foundations PrivateOperatingFoundations

Field	Value	IRS element (for citing)
Section4942j5	X	Section4942j5

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	0	CurrentYear
Total	0	Total

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Current Year	270319	CurrentYear
Year1	157348	Year1
Year2	94230	Year2
Year3	98858	Year3
Total	620755	Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Field	Value	IRS element (for citing)
Current Year	270319	CurrentYear
Year1	157348	Year1
Year2	94230	Year2
Year3	98858	Year3
Total	620755	Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	46315	CurrentYear
Year1	48686	Year1
Year2	48782	Year2
Year3	45058	Year3
Total	188841	Total

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$16,896	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$27,968	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	4	ExclusionCode
Exclusion	$240	ExclusionAmount
Related Or Exempt Function Income	43613	RelatedOrExemptFunctionIncome

Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	655	RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS INCOME	Description
Related Or Exempt Function Income	160	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$45,104	ExclusionAmount
Related Or Exempt Function Income	44428	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	89532	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

CategoryCategory	AmountAmount	Adjusted Net IncomeAdjustedNetIncome
LEGAL & PROFESSIONAL FEES	$918	918
BOOKKEEPING	$3,978	3978

Compensation Explanation CompensationExplanation

Compensation Compensation (18 entries)

GEOFFREY BURROWS
JON TAYLOR
ADAM NUDD-HOMEYER
JOAN COOK
ELLEN KARNAN
JON HEARD
DAVID PATRIDGE
SUE GREENE
BETSY LEIPER
BARBARA KERR
JIM MYKLAND
MICHAEL YEAGER
CAPT KENNETH A SMITH JR
JENNIFER WRIGHT
H BOONE PORTER III
PHIL HOLLAND
H BENJAMIN BULLARD
DAPHNE FRENTRESS

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation

Field	Value	IRS element (for citing)
Description Of Property	DEPRECIATION	DescriptionOfProperty
Prior Years Depreciation	19930	PriorYearsDepreciation
Current Year Expense	11511	CurrentYearExpense
Adjusted Net Income	11511	AdjustedNetIncome

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (12 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
CARROLL CTY III 5.3% 12/1/21
CENTRALIA WA ELEC 3.03% 12/1/16	19989	21062
DEUTSCHEBANK AG 3.45% 3/30/15	30113	31631
DUTCHESS CNTY NY 4.191% 7/1/13	20000	20217
NEW YORK NY BAB 4.047% 10/1/20	20176	22581
SLM CORP 5.125 8/27/12
GOLDMAN SACHS GROUP 5.7% 9/01/12
CONOCO PHILLIPS 5.5% 4/15/13	30234	30419
CONOCOPHILLIPS 5.2% 5/15/18	20186	23670
SLM CORP 30000 5% 10/1/13	30000	30713
TELEFONICA EMISIONES 3.992% 2/16/16	19954	20810
ILLINOIS ST G/O 4.071% 1/1/14	29975	30880

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (62 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
3M CO	16556	18570
ANALOG DEVICES	8807	18927
APACHE CORP	4083	11775
APPLE COMPUTER	980	13304
ARCELORMITTAL SA LUXEMBOURG	10775	8735
BHP BILLITON LTD	14529	15684
BLACKROCK INC CL A	17478	19637
DANAHER CORP	8181	16770
DEERE & CO	16464	17284
DEVON ENERGY CORP	17766	10408
DOVER CORP	14830	16428
DOW CHEM	14291	12932
EMC CORP MASS	6726	12650
EMERSON ELECTRIC	10148	15888
EXCELON CORP
EXXON MOBIL CORP	8374	30292
FLUOR CORP NEW
GENERAL ELECTRIC CO	11193	11545
GENERAL MLS INC	13976	16168
GOOGLE INCORPORATED CLASS A	15088	19807
ILLINOIS TOOL WORKS
INTERNATIONAL BUSINESS MACHINES	6108	19155
ISHARES FTSE XINHAU HK CHINA	8608	14562
ISHARES MSCI EAFE INDEX FD	36025	34116
ISHARES MSCI EMERGING MKTS INDEX	17033	17518
ISHARES MSCI HONG KONG INDEX	10776	11652
ISHARES MSCI JAPAN INDEX
ISHARES MSCI PACIFIC EX-JAPAN FD	26280	23570
ISHARES MSCI SOUTH AFRICA IDX	33562	44380
ISHARES S&P GLBL TELECOMM SECTOR IDX	6872	7146
ISHARES S&P MIDCAP 400 INDEX FD	17330	32544
ISHARES S&P NA NAT RES INDEX	11191	15264
ISHARES S&P SMALLCAP 600 INDEX FD	20232	28897
JOHNSON & JOHNSON	2679	17525
JOHNSON CONTROLS	15800	15335
JP MORGAN CHASE	16044	17588
KIMBERLY CLARK
LOWES CO INC.	15419	24864
MARSH MCLENNAN	9297	13788
MICROSOFT CORP	20629	18964
MONSANTO CO NEW
NEXTERA ENERGY INC (FPL GROUP)	9923	20757
NIKE	11560	20640
NOVARTIS AG	20190	22155
ORACLE	8822	16660
PAYCHEX INC	13870	15550
PEPSICO	1612	20529
PROCTER & GAMBLE	13400	16973
QUALCOMM	19392	18557
SCHLUMBERGER LTD	11772	13860
STAPLES
TEVA PHARMACEUTICAL INDS LTD ADR	14463	13069
THERMO FISHER SCIENTIFIC INC	9800	22323
UNITED PARCELS SERVICE CLASS B	17145	18433
UNITED TECHNOLOGIES CORP	13847	16402
VERIZON COMMUNICATIONS	13902	17308
WAL MART STORES	13602	17057
WELLS FARGO & CO	9369	17090
VANGUARD GNMA FD	52902	54886
ISHARES JP MORGAN EMERGING	7651	9209
ISHARES IBOXX HIGH YLD CORP BOND FD	10031	11015
AFLAC PFD 5.5%	24900	25450

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	38912	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	40829	USGovtSecuritiesEOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (4 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Book ValueBookValue	EOYFMVEOYFMV	Accumulated DepreciationAccumulatedDepreciation
OFFICE EQUIPMENT	11289	11289	11289
FURNITURE & FIXTURES	9926	9926	9926
BUILDINGS & IMPROVEMENTS	627372	435722	435722	191650
LAND	5638	5638	5638

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	ANTIQUES & DOCUMENTS	Description
BOY Book Value	37155	BOYBookValue
EOY Book Value	37155	EOYBookValue
EOYFMV	37155	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (21 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Adjusted Net IncomeAdjustedNetIncome	Net Investment IncomeNetInvestmentIncome
EXPENSES
OFFICE EXPENSE	4135	4135
INSURANCE	8750	8750
EXHIBITS	558	558
DEVELOPMENT	1448	1448
MISCELLANEOUS	1000	1000
ANNUAL FILING FEE	75		75
EDUCATIONAL EXPENSES	265	265
TRAINING & WORKSHOPS	338	338
COLLECTION EXPENSE	46	46
OFFICERS & TRUSTEES	13	13
FOREIGN TAXES	439		439	439
ARCHIVAL PROJECT	58	58
ORGANIZATIONAL MATERIALS	439	439
TECHNOLOGY	1148	1148
PUBLIC RELATIONS	302	302
BANK CHARGES	64	64
SPECIAL PROJECTS	-166	-166
MUSEUM EQUIPMENT	1518	1518
FUNDRAISING	816	816
VOLUNTEER PROGRAM	32	32

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS INCOME	Description
Revenue And Expenses Per Books	160	RevenueAndExpensesPerBooks
Adjusted Net Income	160	AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	INCREASE IN FMV OF INVESTMENTS FOR BOOK PURPOSES	Description
Amount	$921	Amount

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

Field	Value	IRS element (for citing)
Business Name Line1	SUZITA MYERS SCHNEIDER FUND	BusinessNameLine1

Field	Value	IRS element (for citing)
Balance Due	15789	BalanceDue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
INVESTMENT ADVISORY FEES	$11,104	11104	11104
OTHER NONALLOCABLE EXP-CHARTER T	$176	176	176

Sales Of Inventory List SalesOfInventoryList

Sale Of Inventory SaleOfInventory

Field	Value	IRS element (for citing)
Category	MUSEUM STORE, PUBLICATIONS	Category
Gross Sales	4476	GrossSales
Cost Of Goods Sold	3821	CostOfGoodsSold
Net	655	Net

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAX	Category
Amount	$633	Amount
Adjusted Net Income	633	AdjustedNetIncome

SANDWICH HISTORICAL SOCIETY: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (30 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (18 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Private Operating Foundations PrivateOperatingFoundations

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

Qualifying Distributions QualifyingDistributions

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Supplementary Information SupplementaryInformation

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

Compensation Explanation CompensationExplanation

Compensation Compensation (18 entries)

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (12 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (62 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (4 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (21 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Sales Of Inventory List SalesOfInventoryList

Sale Of Inventory SaleOfInventory

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments