BRAINTREE HISTORICAL SOCIETY INC: Form 990, tax year 2012
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- Organization
- BRAINTREE HISTORICAL SOCIETY INC (EIN 04-6050221)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2013-12-18
- IRS object ID
- 201303529349300605
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-12-18T08:50:48-06:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020664148 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKE & ASSOCIATES CPAS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 DERBY STREET STE 42 | AddressLine1 |
| City | HINGHAM | City |
| State | MA | State |
| ZIP Code | 02043 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046050221 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAINTREE HISTORICAL SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BRAI | NameControl |
| Phone | 7818481640 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 TENNY ROAD | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BLAINE BANKER | Name |
| Title | DIRECTOR, TREASURER | Title |
| Phone | 7818481640 | Phone |
| Date Signed | 2013-12-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M GAMBON CPA | Name |
| PTIN | P00036686 | PTIN |
| Phone | 7817418887 | Phone |
| Date Prepared | 2013-12-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BLAINE BANKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 TENNY ROAD | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 131289 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BRAINTREEHISTORICAL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1938 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | HISTORICAL RESEARCH,EDUCATION, AND MAINTENANCE AND PRESERVATION OF THE BIRTHPLACE OF SYLVANUS THAYER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 42506 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 66590 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22455 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16759 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 11340 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10505 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11363 | OtherRevenuePriorYear |
| Other Revenue Current Year | 315 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 87664 | TotalRevenuePriorYear |
| Total Revenue Current Year | 94169 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 120874 | OtherExpensePriorYear |
| Other Expenses Current Year | 116483 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 120874 | TotalExpensesPriorYear |
| Total Expenses Current Year | 116483 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -33210 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -22314 | RevenuesLessExpensesCY |
| Total Assets BOY | 2281440 | TotalAssetsBOY |
| Total Assets EOY | 2260865 | TotalAssetsEOY |
| Total Liabilities BOY | 442872 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 440528 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1838568 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1820337 | NetAssetsOrFundBalancesEOY |
| Mission Description | HISTORICAL RESEARCH, EDUCATION, MAINTENANCE AND PRESERVATION OF THE BIRTHPLACE OF SYLVANUS THAYER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 67743 | Expense |
| Revenue | 16832 | Revenue |
| Description | HISTORICAL RESEARCH AND PRESERVATION OF THAYER BIRTHPLACE AND HISTORIC RELICS OF THE TOWN OF BRAINTREE | Description |
| Total Program Service Expense | 67743 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7818481640 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 TENNEY ROAD | AddressLine1 |
| City | BRAINTREE | City |
| State | MA | State |
| ZIP Code | 02184 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BLAIN BANKER | ||||||
| DIRECTOR/TREASURER | 8.00 | X | X | 0 | 0 | 0 |
| EDITH WEINBERG | ||||||
| CLERK | 2.00 | X | X | 0 | 0 | 0 |
| ALAN WEINBERG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JOHN PELOSE | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RICK DURHAM | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| NACY NECOSIA | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| RUTH POWELL | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MARY FRAJIER | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| GORDON CAMPBELL | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| DCE WATSON | ||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |
| MATTHEW MEES | ||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| JAMES FAHEY | ||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 7660 | MembershipDues |
| Government Grants | 29513 | GovernmentGrants |
| All Other Contributions | 29417 | AllOtherContributions |
| Total Contributions | 66590 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM AND EVENTS | Description |
| Business Code | 713990 | BusinessCode |
| Total Revenue Column | 16759 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16759 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16759 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10432 | TotalRevenueColumn |
| Exclusion | $10,432 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37181 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 37108 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 327 | GrossSalesOfInventory |
| Cost Of Goods Sold | 12 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 315 | TotalRevenueColumn |
| Exclusion | $315 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94169 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16832 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,747 | ExclusionAmount |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6188 | Total |
| Management And General | 6188 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 821 | Total |
| Management And General | 821 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22989 | Total |
| Program Services | 12081 | ProgramServices |
| Management And General | 10908 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15793 | Total |
| Management And General | 15793 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41151 | Total |
| Program Services | 37036 | ProgramServices |
| Management And General | 4115 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14291 | Total |
| Program Services | 7145 | ProgramServices |
| Management And General | 7146 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REPAIRS AND MAINTENANCE | 9808 | 8827 | 981 |
| SPECIAL EVENTS AND PROR | 1527 | 1527 | |
| BANK CHARGES | 1379 | 1379 | |
| TELEPHONE EXPENSES | 1337 | 134 | 1203 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1199 | Total |
| Program Services | 993 | ProgramServices |
| Management And General | 206 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116483 | Total |
| Program Services | 67743 | ProgramServices |
| Management And General | 48740 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7212 | BOY |
| EOY | 18711 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18678 | BOY |
| EOY | 18666 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4488 | BOY |
| EOY | 3390 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2195864 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 579642 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1620925 | BOY |
| EOY | 1616222 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130966 | BOY |
| EOY | 104717 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499171 | BOY |
| EOY | 499159 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2281440 | BOY |
| EOY | 2260865 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26576 | BOY |
| EOY | 32334 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 416296 | BOY |
| EOY | 408194 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 442872 | BOY |
| EOY | 440528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1209555 | BOY |
| EOY | 1190785 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55596 | BOY |
| EOY | 56146 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573417 | BOY |
| EOY | 573406 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1838568 | BOY |
| EOY | 1820337 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2281440 | BOY |
| EOY | 2260865 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -22314 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4083 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 75269 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40268 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33348 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41881 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37430 | CurrentTaxYear |
| Total | 228196 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54009 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45523 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 41498 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15301 | CurrentTaxYearMinus1Year |
| Current Tax Year | 46234 | CurrentTaxYear |
| Total | 202565 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 129278 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 85791 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74846 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 57182 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83664 | CurrentTaxYear |
| Total | 430761 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 430761 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6917 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6805 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21740 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10505 | CurrentTaxYear |
| Total | 75369 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6917 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6805 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29402 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21740 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10505 | CurrentTaxYear |
| Total | 75369 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 136195 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92596 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 104248 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 78922 | CurrentTaxYearMinus1Year |
| Current Tax Year | 94169 | CurrentTaxYear |
| Total | 506130 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85110 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.86140 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.14890 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.13860 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 0 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 0 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 9220 | AggregateDAFValue |
| Aggregate Fund Value | 105425 | AggregateFundValue |
| Disclosed Orgs Legal Control | 0 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 0 | DisclosedForCharitablePurposes |
| Historic Structure | X | HistoricStructure |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 2490429 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7732 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4245 | InvestmentEarningsOrLosses |
| Other Expenditures | 2756 | OtherExpenditures |
| End Of Year Balance | 9220 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6324 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 4200 | InvestmentEarningsOrLosses |
| Other Expenditures | 2792 | OtherExpenditures |
| End Of Year Balance | 7732 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4075 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 5066 | InvestmentEarningsOrLosses |
| Other Expenditures | 2817 | OtherExpenditures |
| End Of Year Balance | 6324 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4571 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3072 | InvestmentEarningsOrLosses |
| Other Expenditures | 3568 | OtherExpenditures |
| End Of Year Balance | 4075 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3625 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 7077 | InvestmentEarningsOrLosses |
| Other Expenditures | 6131 | OtherExpenditures |
| End Of Year Balance | 4571 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 298719 | OtherCostOrOtherBasis |
| Book Value | 298719 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1831711 | OtherCostOrOtherBasis |
| Depreciation | 529225 | Depreciation |
| Book Value | 1302486 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 65434 | OtherCostOrOtherBasis |
| Depreciation | 50417 | Depreciation |
| Book Value | 15017 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1616222 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN PERPETUAL TRUST | Description |
| Book Value | 499159 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 499159 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 98252 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4083 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4083 | RevenueNotRptdF990 |
| Revenue Subtotal | 94169 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 94169 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 116484 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 116484 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 116484 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE FOLLOWING ARE THE CURRENT YEAR HISTORICAL STRUCTURE HOLDINGS AND CHANGES IN HISTORICAL STRUCTURE HOLDINGS OF THE ORGANIZATION: THE ORGANIZATION OWNES A HISTORICAL STRUCTURE NOW AS THE SYLVANIA THAYER BIRTHPLACE LOCATED AT 786 WASHINGTON STREET BRAINTREE MA DONATED TO THE ORGANIZATION WITH AN ESTIMATED FAIR VALUE AT THE TIME THE DONATION & IMPROVEMENTS OF $429,506. THE ORGANIZATION OWNS AN HISTORICAL STRUCTURE KNOW AS THE GILBERT BARN/MUSEUM & RENOVATIONS LOCATED AT 31TENNEY ROAD BRAINTREE MA WITH A COST OF $801.645. THE ORGANIZATION OWNS AN HISTORICAL STRUCTURE & RENOVATIONS KNOWN AS THE FRENCH HOUSE LOCATED AT 766 WASHINGTON STREET BRAINTREE MA DONATED IN 1999 WITH A ESTIMATED FAIR MARKET VALUE OF 530,833. THE ORGANIZATION OWNS AN HISTORICAL STRUCTURE KNOWN AS THE GALLIVAN HOUSE LOCATED AT 776 WASHINGTON STREET BRAINTREE MA PURCHASE FOR $691,997 IN 2005. THIS PROPERTY WAS PARTIALLY FINANCED WITH A $450,000 NOTE AND $33,500 LOAN FROM THE THAYER BIRTHPLACE ENDOWMENT TRUST (THE "ENDOWMENT TRUST"), WHICH THE ORGANIZATION IS THE SOLE BENEFICIARY. DURING THE YEAR ENDED APRIL 30, 2009 THE ORGANIZATION TRANSFERRED THIS PROPERTY TO THE BRAINTREE HISTORICAL SOCIETY THAYER BIRTHPLACE NOMINEE TRUST (THE"NOMINEE TRUST") IN EXCHANGE FOR 48% BENEFICIAL INTEREST IN THE NOMINEE TRUST. THE ENDOWMENT TRUST RECEIVED 52% BENEFICIAL INTEREST IN THE NOMINEE TRUST IN EXCHANGE FOR THE SECOND MORTGAGE ON THE PROPERTY IN THE AMOUNT OF $450,000 DUE FROM THE ORGANIZATION. IN APRIL 2004 THE TOWN OF BRAINTREE MA DONATED A HISTORICAL STRUCTURE KNOWN AS THE MARY BEAN CUNNINGHAM RESEARCH CENTER/LIBRARY LOCATED AT 85 QUINCY AVE BRAINTREE MA VIA A 99 YEAR LEASE AND WAS RECORDED AS A CAPITAL LEASE AND DONATION ESTIMATD FAIR VALUE OF 815,000. IN DECEMBER 2008 THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH THE TOWN OF BRAINTREE MA TO TERMINATE THE 99 YEAR LEASE AND RETURN THE PROPERTY TO THE TOWN. AS A RESULT THE ORGANIZATION REPORTED A LOSS FOR THE YEAR ENDED APRIL 30, 2009 ON THE CAPITAL LEASE AND RENOVATIONS ABANDONMENT OF $766,943. PART XIII 2D OTHER EXPENSES REPRESENT COST OF GOODS SOLD FROM THE GIFT SHOP INVENTORY $114. | |
| PART V, LINE 4: | THE ENDOWMENT TRUST FUNDS WAS CREATED AND SHALL OPERATE EXCLUSIVELY FOR CHARITABLE, HISTORICAL OR EDUCATIONAL PURPOSES IN THE TOWN OF BRAINTREE, MA AND MORE PARTICULAR FOR THE BENEFIT OF THE BRAINTREE HISTORICAL SOCIETY, INC. OR THE THE GENERAL SYLVANUS THAYER BIRTHPLACE SO LONG AS EITHER SHALL BE IN EFFECTIVE EXISTANCE. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE COMPANY DOES NOT BELIEVE IT HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT HAS NOT RECORDED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS, PENALTY OR INTEREST FOR THE YEAR ENDED APRIL 30, 2013. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| PART XIII 2D OTHER EXPENSE CONSIST OF COST OF GOODS SOLD RELATED TO GIFT STORE INVENTORY IN THE AMOUNT OF $12. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE CLERK OF BRAINTREE HISTORICAL SOCIETY EDITH WEINBERG HAS FAMILY RELATIONSHIP WITH DIRECTOR ALAN WEINBERG. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 NEEDS TO BE PROVIDED TO THE DIRECTORS FOR REVIEWING AND THE ORGANIZATION MUST HAVE THE DIRECTORS CONSENT TO FILE THE FORM 990. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION REQUIRES ITS FINANCIAL STATEMENT TO BE REVIEWED BY EXTERNAL AUDITORS TO ENSURE REPORTING IS ACCURATE AND COMPLETE. NO REGULARTORY NEEDS. COPIES OF ALL FILINGS ARE PROVIDED TO THE OFFICE OF THE MASSACHUSETTS ATTORNEY GENERAL, DIVISION OF PUBLIC CHARITIES AND ARE AVAILABLE FOR PUBLIC INSPECTION. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|
| THAYER BIRTHPLACE ENDOWMENT TRUST CO DANIEL J CANDURA TRUSTEE | |||||||
| 74 WESTON AVE | BRAINTREE | MA | 02184 | CHARITABLE, HISTORICAL OR EDUCATIONAL PURPOSES IN THE TOWN OF BRAINTREE, MA | MA | 501 (C)(3) | 0 |
| BRAINTREE HISTORICAL SOCIETY THAYER BIRTHPLACE NOMINEE TRUST | |||||||
| 31 TENNEY ROAD | BRAINTREE | MA | 02184 | ESTABLISHED TO HOLD REAL PROPERTY LOCATED AT 776 WASHINGTON ST BRAINTREE, MA | MA | 501 (C)(3) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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