2013-02-13T14:12:39-06:00 2012-06-30 410746749 CLIFTONLARSONALLEN LLP 610 WEST GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2011-07-01 231979461 HIGHLANDS HISTORICAL SOCIETY HIGH 2156412687 7001 SHEAFF LANE FORT WASHINGTON PA 19034 MARGARET BLEEKER BLADES 2156412687 2013-02-12 1 STEVE ROSA CPA P00079667 2156433900 2011 2016-02-25 16:41:14Z CHARLES L SHEPPARD II 7001 SHEAFF LANE FORT WASHINGTON PA 19034 194863 0 X WWW.HIGHLANDSHISTORICAL.ORG X 1975 PA TO ENHANCE AND PROTECT THE HISTORICAL NATURE OF THE MANSION AND GROUNDS AND PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF ITS HISTORICAL STRUCTURE. 14 14 4 100 0 0 56261 32655 36156 26172 3063 4340 79295 77914 174775 141081 0 0 0 0 125210 95400 0 0 0 86902 70485 212112 165885 -37337 -24804 411123 374294 26542 19791 384581 354503 TO ENHANCE AND PROTECT THE HISTORICAL NATURE OF THE MANSION AND GROUNDS AND PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF ITS HISTORICAL STRUCTURE. 0 0 156554 61572 TO ENHANCE AND PROTECT THE HISTORICAL NATURE OF THE MANSION AND GROUNDS AND PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF ITS HISTORICAL STRUCTURE. 156554 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 1 0 0 0 1 1 0 1 1 0 0 1 0 0 0 1 1 0 PA X THE ORGANIZATION 2156412687 7001 SHEAFF LANE FORT WASHINGTON PA FORT WASHINGTON PA 19034 CHARLES L SHEPPARD II 1.00 X X 0 0 0 MORRIS DISSTON 1.00 X 0 0 0 BERNADETTE DOUGHERTY 1.00 X X 0 0 0 JULIA DISSTON 1.00 X 0 0 0 ELEANOR KINGSBURY 1.00 X 0 0 0 EDWIN N PROBERT 1.00 X 0 0 0 JOSE RAMOS 1.00 X 0 0 0 F LOUISE SCARLETT 1.00 X 0 0 0 GARY N SMITH 1.00 X X 0 0 0 KATIE MOULTON 1.00 X 0 0 0 GEORGE ANTHONY SMITH JR 1.00 X 0 0 0 GEORGE TYNDALL 1.00 X 0 0 0 SUSANNE B MCK WEAVER 1.00 X 0 0 0 PEGGY CONVER 1.00 X 0 0 0 JOE INGERSOLL 1.00 X 0 0 0 MARGARET BLEECKER BLADES 40.00 X 56227 0 4020 56227 0 4020 0 0 0 0 0 32655 32655 MEMBERSHIP FEES 900099 23830 23830 TOURS/ADMISSIONS/BOOKS 900099 2342 2342 26172 4340 4340 31060 0 31060 31060 31060 20500 20500 0 0 80136 33282 46854 46854 141081 61572 0 46854 64880 64880 27635 27635 484 484 2401 2401 9331 9331 475 475 4635 4635 5791 5791 1833 1833 15 15 646 646 7940 7940 GARDENS/LANDSCAPING 14719 14719 UTILITIES 13111 13111 RESTORATION EXPENSES 6165 6165 SECURITY 2069 2069 3755 3755 165885 156554 9331 0 43187 27230 78140 57662 0 1000 1494 1703 107084 36035 71695 71049 216607 215650 411123 374294 9023 8771 16719 10220 800 800 26542 19791 X 324932 295364 41563 41053 18086 18086 384581 354503 411123 374294 X -24804 -5274 X 1 0 0 X 0 X 119330 75974 98402 90071 56485 440262 119330 75974 98402 90071 56485 440262 9837 430425 124036 58204 55238 45013 35400 317891 758153 342777 0.56770 0.55290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 18086 18086 17086 1000 18086 17086 17086 17086 17086 1.00000 0 0 36577 36035 542 70507 70507 71049 SECURITY DEPOSITS 800 800 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INCOME USED TO SUPPORT MISSION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE SOCIETY HAS BEEN GRANTED AN EXEMPTION FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION AS DEFINED UNDER SECTION 501(A) OF THE CODE. THE SOCIETY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE STANDARD HAS NO EFFECT ON THE NET ASSETS OF THE SOCIETY. THE SOCIETY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE TAX RETURNS FOR THE FISCAL YEARS 2009, 2010 AND 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. CRAFT SHOW 64187 64187 28740 GOLF OUTING 6250 6250 6 9699 9699 4542 80136 80136 33282 33282 46854 FORM 990, PART VI, SECTION A, LINE 2 JULIA DISSTON AND MORRIS DISSTON ARE MOTHER AND SON. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS MEMBERS THAT JOIN BY PAYING DUES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SOCIETY ELECT THE DIRECTORS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ALONG WITH THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 12 BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY AND ALL CONFLICTS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE FINANCE COMMITTEE OF THE BOARD REVIEWS AND SETS COMPENSATION FOR ALL EMPLOYEES AS PART OF THE BUDGETARY PROCESS EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY MAKES ITS FINANCIAL STATEMENTS AND OTHER PERTINENT DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -5,274.