FALL RIVER HISTORICAL SOCIETY: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: FALL RIVER HISTORICAL SOCIETY (EIN 04-2125012)
Tax period: 2012-05-01 to 2013-04-30
Filed: 2013-09-06
IRS object ID: 201342499349100604
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
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Land Schedule2
Investments Other Schedule2
Land Etc Schedule2
Mortgages And Notes Payable Sch
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-09-06T10:55:24-05:00	Timestamp
Tax Period End Date	2013-04-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	041617630	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MEYER REGAN & WILNER LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 831	AddressLine1
City	FALL RIVER	City
State	MA	State
ZIP Code	027220831	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-05-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	042125012	EIN

Name Name

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

Field	Value	IRS element (for citing)
Name Control	FALL	NameControl
Phone	5086791071	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	451 ROCK STREET	AddressLine1
City	FALL RIVER	City
State	MA	State
ZIP Code	02720	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BETTY WELCH	Name
Title	TREASURER	Title
Phone	5086791071	Phone
Date Signed	2013-08-22	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JAMES BJORGE	Name
PTIN	P01213165	PTIN
Phone	5086796451	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	1516711	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	123861	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	25497	DividendsRevAndExpnss
Dividends Net Invst Incm	25497	DividendsNetInvstIncm
Dividends Adj Net Incm	25497	DividendsAdjNetIncm
Gross Rents Rev And Expnss	9600	GrossRentsRevAndExpnss
Gross Rents Net Invst Incm	9600	GrossRentsNetInvstIncm
Gross Rents Adj Net Incm	9600	GrossRentsAdjNetIncm
Net Rental Income Or Loss	-13623	NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss	7307	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	92333	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	7307	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	0	NetSTCGAdjNetIncm
Gross Sales Less Returns And Allwnc	136542	GrossSalesLessReturnsAndAllwnc
Cost Of Goods Sold	66648	CostOfGoodsSold
Gross Profit Rev And Expnss	69894	GrossProfitRevAndExpnss
Gross Profit Adj Net Incm	69894	GrossProfitAdjNetIncm
Other Income Rev And Expnss	46245	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	46245	OtherIncomeAdjNetIncm
Total Revenue And Expenses	282404	TotalRevenueAndExpenses
Total Net Investment Income	42404	TotalNetInvestmentIncome
Total Adjusted Net Income	151236	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	47260	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm	14178	CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	33082	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	58878	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm	22220	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	36658	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	20455	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	0	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm	7014	PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	13441	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	3000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	3000	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	0	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	5605	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	5605	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	5605	OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	11887	InterestRevAndExpnss
Interest Net Invst Incm	0	InterestNetInvstIncm
Interest Adj Net Incm	2377	InterestAdjNetIncm
Interest Dsbrs Chrtbl Prps	9510	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	140	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Adj Net Incm	140	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	51676	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	6300	DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm	7815	DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss	26878	OccupancyRevAndExpnss
Occupancy Net Invst Incm	3300	OccupancyNetInvstIncm
Occupancy Adj Net Incm	3285	OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps	20771	OccupancyDsbrsChrtblPrps
Printing And Pub Rev And Expnss	4376	PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm	0	PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm	0	PrintingAndPubAdjNetIncm
Printing And Pub Dsbrs Chrtbl Prps	4376	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	77475	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	23888	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	50930	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	307630	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	15205	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	89522	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	168768	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	0	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	307630	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	15205	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	89522	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	168768	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-25226	ExcessOfRevenueOverExpenses
Net Investment Income	27199	NetInvestmentIncome
Adjusted Net Income	61714	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	625	CashBOY
Cash EOY	5314	CashEOY
Cash EOYFMV	5314	CashEOYFMV
Savings And Temp Cash Invst BOY	21947	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	34415	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	34415	SavingsAndTempCashInvstEOYFMV
Pledges Receivable	3200	PledgesReceivable
Pledges Receivable EOY	3200	PledgesReceivableEOY
Pledges Receivable EOYFMV	3200	PledgesReceivableEOYFMV
Inventories For Sale Or Use BOY	189270	InventoriesForSaleOrUseBOY
Inventories For Sale Or Use EOY	182013	InventoriesForSaleOrUseEOY
Inventories For Sale Or Use EOYFMV	182013	InventoriesForSaleOrUseEOYFMV
Prepaid Expenses BOY	878	PrepaidExpensesBOY
Prepaid Expenses EOY	1033	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	1033	PrepaidExpensesEOYFMV
Investments Corp Stock BOY	335596	InvestmentsCorpStockBOY
Investments Corp Stock EOY	390889	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	390889	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	136777	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	148914	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	148914	InvestmentsCorpBondsEOYFMV
Investments Land Etc Basis	286215	InvestmentsLandEtcBasis
Accum Deprec Investments Land Etc	226257	AccumDeprecInvestmentsLandEtc
Investments Land Etc BOY	72731	InvestmentsLandEtcBOY
Investments Land Etc EOY	59958	InvestmentsLandEtcEOY
Investments Land Etc EOYFMV	59958	InvestmentsLandEtcEOYFMV
Investments Other BOY	36744	InvestmentsOtherBOY
Investments Other EOY	10928	InvestmentsOtherEOY
Investments Other EOYFMV	10928	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	1003939	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	554161	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	449041	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	449778	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	449778	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	210125	OtherAssetsBOY
Other Assets EOY	230269	OtherAssetsEOY
Other Assets EOYFMV	230269	OtherAssetsEOYFMV
Total Assets BOY	1453734	TotalAssetsBOY
Total Assets EOY	1516711	TotalAssetsEOY
Total Assets EOYFMV	1516711	TotalAssetsEOYFMV
Accounts Payable BOY	9791	AccountsPayableBOY
Accounts Payable EOY	6774	AccountsPayableEOY
Mortgages And Notes Payable BOY	226303	MortgagesAndNotesPayableBOY
Mortgages And Notes Payable EOY	246107	MortgagesAndNotesPayableEOY
Other Liabilities BOY	2250	OtherLiabilitiesBOY
Other Liabilities EOY	1564	OtherLiabilitiesEOY
Total Liabilities BOY	238344	TotalLiabilitiesBOY
Total Liabilities EOY	254445	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	685864	UnrestrictedBOY
Unrestricted EOY	692069	UnrestrictedEOY
Temporarily Restricted BOY	15672	TemporarilyRestrictedBOY
Temporarily Restricted EOY	36199	TemporarilyRestrictedEOY
Permanently Restricted BOY	513854	PermanentlyRestrictedBOY
Permanently Restricted EOY	533998	PermanentlyRestrictedEOY
Total Net Assets BOY	1215390	TotalNetAssetsBOY
Total Net Assets EOY	1262266	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1453734	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1516711	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1215390	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-25226	ExcessOfRevenueOverExpenses
Other Increases	72102	OtherIncreases
Subtotal	1262266	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	1262266	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

Field	Value	IRS element (for citing)
Description Of Asset	PUBLICLY TRADED SECURITIES	DescriptionOfAsset
How Acquired	P	HowAcquired
Gross Sales Price	92333	GrossSalesPrice
Cost Or Other Basis	85026	CostOrOtherBasis
Gain Or Loss	7307	GainOrLoss
Gains Minus Excess Or Losses	7307	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	7307	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	0	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	171736	QualifyingDistributionsYear1
Noncharitable Assets Year1	570508	NoncharitableAssetsYear1
Distribution Ratio Year1	0.301023	DistributionRatioYear1
Qualifying Distributions Year2	152434	QualifyingDistributionsYear2
Noncharitable Assets Year2	529446	NoncharitableAssetsYear2
Distribution Ratio Year2	0.287912	DistributionRatioYear2
Qualifying Distributions Year3	161759	QualifyingDistributionsYear3
Noncharitable Assets Year3	504698	NoncharitableAssetsYear3
Distribution Ratio Year3	0.320507	DistributionRatioYear3
Qualifying Distributions Year4	174270	QualifyingDistributionsYear4
Noncharitable Assets Year4	514746	NoncharitableAssetsYear4
Distribution Ratio Year4	0.338555	DistributionRatioYear4
Qualifying Distributions Year5	172215	QualifyingDistributionsYear5
Noncharitable Assets Year5	598619	NoncharitableAssetsYear5
Distribution Ratio Year5	0.287687	DistributionRatioYear5
Total Distribution Ratio	1.535684	TotalDistributionRatio
Average Distribution Ratio	0.307137	AverageDistributionRatio
Net Noncharitable Assets	552658	NetNoncharitableAssets
Adjusted Noncharitable Assets	169742	AdjustedNoncharitableAssets
One Percent Net Investment Income	272	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	170014	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	168768	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	544	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	544	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	544	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	513	EstTaxPaymentsAndOverpayment
Total Credits And Payments	513	TotalCreditsAndPayments
Tax Due	31	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	0	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	1	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	WWW.LIZZIEBORDEN.ORG	WebsiteAddress
Books In Care Of Person Name	BETTY M WELCH TREASURER	BooksInCareOfPersonName
Books In Care Of Phone Number	5086791071	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	451 ROCK STREET	AddressLine1
City	FALL RIVER	City
State	MA	State
ZIP Code	02720	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	1	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	0	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (20 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
MICHAEL MARTINS
451 ROCK STREET	FALL RIVER	MA	02720	CURATOR	40.00	47260	6041	0
JAY LAMBERT
451 ROCK STREET	FALL RIVER	MA	02720	PRESIDENT	3.00	0	0	0
KATHLEEN ROCKETT
451 ROCK STREET	FALL RIVER	MA	02720	SECRETARY	2.50	0	0	0
BETTY M WELCH
451 ROCK STREET	FALL RIVER	MA	02720	TREASURER	10.00	0	0	0
GERALDINE SILVA
451 ROCK STREET	FALL RIVER	MA	02720	ASST TREASURER	0.25	0	0	0
JOSEPH BORGES
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
MARGOT COTTRELL
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
JAYNE DARCY
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
DONNA DUNN
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
THOMAS DURKIN
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
ANGELINA GASTALL
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
MARK GENDREAU
451 ROCK STREET	FALL RIVER	MA	02720	SECOND VICE-PRESIDENT	1.00	0	0	0
ROBERT KITCHEN
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
ALBERTINA PACHECO
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
MARILYN PELTO
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
DENISE SHERMAN
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
C BENNETT BROWN
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
URSULA S BROWN
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
DR JASON J DIOGO
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
BRIGID MITCHELL-CHRIST
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	OPERATING AND MAINTAINING THE FALL RIVER HISTORICAL SOCIETY BUILDINGS AND MUSEUM ARTIFACTS AT 451 ROCK STREET AND 458 HIGH STREET IN FALL RIVER, MA	Description1
Expenses1	297140	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	529924	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	31150	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	561074	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	561074	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	8416	CashDeemedCharitable
Net Noncharitable Assets	552658	NetNoncharitableAssets
Minimum Investment Return	27633	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	168768	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	168768	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	168768	AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

Field	Value	IRS element (for citing)
Date Of Ruling	1949-06-01	DateOfRuling
Section4942j3	X	Section4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	27633	CurrentYear
Year1	28525	Year1
Year2	13603	Year2
Year3	0	Year3
Total	69761	Total

Percent85 Of Lessor Percent85OfLessor

Field	Value	IRS element (for citing)
Current Year	23488	CurrentYear
Year1	24246	Year1
Year2	11563	Year2
Year3	0	Year3
Total	59297	Total

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Current Year	168768	CurrentYear
Year1	171736	Year1
Year2	153298	Year2
Year3	161928	Year3
Total	655730	Total

Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly

Field	Value	IRS element (for citing)
Current Year	0	CurrentYear
Year1	0	Year1
Year2	0	Year2
Year3	0	Year3
Total	0	Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Field	Value	IRS element (for citing)
Current Year	168768	CurrentYear
Year1	171736	Year1
Year2	153298	Year2
Year3	161928	Year3
Total	655730	Total

Total Assets TotalAssets

Field	Value	IRS element (for citing)
Total	0	Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

Field	Value	IRS element (for citing)
Total	0	Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	18422	CurrentYear
Year1	19017	Year1
Year2	17648	Year2
Year3	16823	Year3
Total	71910	Total

Total Support TotalSupport

Field	Value	IRS element (for citing)
Total	0	Total

Public Support PublicSupport

Field	Value	IRS element (for citing)
Total	0	Total

Largest Support From EO LargestSupportFromEO

Field	Value	IRS element (for citing)
Total	0	Total

Gross Investment Income GrossInvestmentIncome

Field	Value	IRS element (for citing)
Total	0	Total

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected
Tot Grant Or Contri Paid During Year	0	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII

Field	Value	IRS element (for citing)
Description	ADMISSIONS	Description
Related Or Exempt Function Income	5708	RelatedOrExemptFunctionIncome

Membership Dues And Assessments MembershipDuesAndAssessments

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	14847	RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$25,497	ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion Code	16	ExclusionCode
Exclusion	-$13,623	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	7307	RelatedOrExemptFunctionIncome

Net Income Loss From Special Events NetIncomeLossFromSpecialEvents

Field	Value	IRS element (for citing)
Exclusion Code	01	ExclusionCode
Exclusion	$9,125	ExclusionAmount

Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	69894	RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed (2 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount
GARDEN & TEA ROOM RENTALS	16	$1,075
PAINTING RENTAL	01	$5,000

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$27,074	ExclusionAmount
Related Or Exempt Function Income	97756	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	124830	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumber	Relationship StatementRelationshipStatement
1,2&	INCOME SIGNIFICANT FOR PURPOSE OF ACQUIRING, CATALOGING AND DISPLAYING
10	ITEMS OF HISTORICAL SIGNIFICANCE

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (4 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType
(no name)
1	BANK FIVE	79 NO MAIN STREET	FALL RIVER	MA	02720	5000	X
IDA S CHARLTON CHARITY FUND
2		100 FEDERAL STREET	BOSTON	MA	02110	50000	X
RODGERS FAMILY FOUNDATION
3		PO BOX 2509	FALL RIVER	MA	02720	35000	X
(no name)
4	ANNE ENGEN	35 KELLOGG HILL ROAD	WESTON	CT	06883	7500	X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	AUDIT/ACCOUNTING/TAX	Category
Amount	$3,000	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	3000	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (14 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
EATON HOUSE	1989-09-01	136239	112495	SL	27.500000000000	4954	4954	4954
IMPROVEMENTS - EATON HOUSE	1991-06-30	76386	61442	SL	27.500000000000	2347	2347	2347
IMPROVEMENTS - EATON HOUSE	2001-09-15	20663	8011	SL	27.500000000000	751	751	751
APPLIANCES	2001-07-30	1000	1000	SL	5.000000000000	0	0	0
FENCE	2003-12-22	5091	2826	SL	15.000000000000	339	339	339
TEA ROOM RESTORATIONS	2005-10-01	42086	27710	SL	10.000000000000	4209	4209	4209
IMPROVEMENTS - MUSEUM	2000-12-31	764008	427246	SL	15.000000000000	27698	0	27698
EQUIPMENT	2005-11-30	54418	36376	SL	7.000000000000	4929	0	4929
GARDEN FURNITURE	2002-01-01	42006	42006	SL	7.000000000000	0	0	0
EQUIPMENT	2011-04-30	23372	2337	200DB	7.000000000000	4207	0	4207
IMPROVEMENTS - MUSEUM	2012-04-26	73281	78	SL	39.000000000000	1879	0	1879
ELECTRICAL IMPROVEMENTS	2011-10-26	4750		SL	27.500000000000	173	173	173
ARCHIVES RENOVATION	2013-04-26	35403		SL	39.000000000000	38	0	38
EQUIPMENT	2013-04-26	4236		200DB	7.000000000000	152	0	152

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	FIXED INCOME MUTUAL FUNDS	NameOfBond
EOY Book Value	148914	EOYBookValue
EOYFMV	148914	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	COMMON STOCK	NameOfStock
EOY Book Value	390889	EOYBookValue
EOYFMV	390889	EOYFMV

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLand (7 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
EATON HOUSE	136239	117449	18790
IMPROVEMENTS - EATON HOUSE	76386	63789	12597
IMPROVEMENTS - EATON HOUSE	20663	8762	11901
APPLIANCES	1000	1000	0
FENCE	5091	3165	1926
TEA ROOM RESTORATIONS	42086	31919	10167
ELECTRICAL IMPROVEMENTS	4750	173	4577

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
MONEY MARKET FUNDS	FMV	2400	2400
REITS	FMV	8528	8528

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (8 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
IMPROVEMENTS - MUSEUM	764008	454944	309064
EQUIPMENT	54418	41305	13113
GARDEN FURNITURE	42006	42006	0
WEB SITE DEVELOP COSTS	7215	7215	0
EQUIPMENT	23372	6544	16828
IMPROVEMENTS - MUSEUM	73281	1957	71324
ARCHIVES RENOVATION	35403	38	35365
EQUIPMENT	4236	152	4084

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayable (3 entries)

Relationship To InsiderRelationshipToInsider	Original Amount Of LoanOriginalAmountOfLoan	Balance DueBalanceDue	Date Of NoteDateOfNote	Maturity DateMaturityDate	Repayment TermsRepaymentTerms	Interest RateInterestRate	Security Provided By BorrowerSecurityProvidedByBorrower	Purpose Of LoanPurposeOfLoan	Desc Of Lender ConsiderationDescOfLenderConsideration
BAYCOAST BANK
NONE	175000	0	2001-01	2013-04	MONTHLY PAYMENTS	4.000000000000	INVESTMENTS	WORKING CAPITAL	CASH
BAYCOAST BANK
NONE	100000	0	2011-06	2015-06	MONTHLY PAYMENTS WITH BALLOON PAYMENT	5.750000000000	ASSETS	PROGRAM EXPENSES	CASH
BAYCOAST BANK
NONE	70000	0	2011-04	2016-04	MONTHLY PAYMENTS	5.750000000000	INVESTMENTS	WORKING CAPITAL	CASH

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	BENEFICIAL INTEREST IN PERPETUAL TRUST	Description
BOY Book Value	210125	BOYBookValue
EOY Book Value	230269	EOYBookValue
EOYFMV	230269	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (8 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
ADVERTISING	14942	2988	12903
INSURANCE	18395	3679	14871
OFFICE SUPPLIES & EXPENSE	8553	1711	7065
SUPPLIES	5813	1163	407
OTHER	10076	2015	8247
YARD EXPENSE	4123	825	3371
DIRECT EXPENSES FOR SPECIAL EVENTS	10490	10490	0
BANK AND CREDIT CARD FEES	5083	1017	4066

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome
ADMISSIONS	5708	5708
GARDEN & TEA ROOM RENTALS	1075	1075
PAINTING RENTAL	5000	5000
MEMBERSHIP DUES AND ASSESSMENTS	14847	14847
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS	19615	19615

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (2 entries)

DescriptionDescription	AmountAmount
UNREALIZED GAIN ON INVESTMENTS	$51,958
UNREALIZED GAIN ON PERPETUAL TRUST	$20,144

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue
ACCRUED PAYROLL	1500	814
TENANT SECURITY DEPOSIT	750	750

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$5,605	Amount
Net Investment Income	5605	NetInvestmentIncome
Adjusted Net Income	5605	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	ANNUAL REPORTS & MA FORM PC	Category
Amount	$140	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	140	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps