FALL RIVER HISTORICAL SOCIETY: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: FALL RIVER HISTORICAL SOCIETY (EIN 04-2125012)
Tax period: 2011-05-01 to 2012-04-30
Filed: 2012-08-09
IRS object ID: 201202229349100710
Schema version: 2011v1.2
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
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Land Schedule2
Investments Other Schedule2
Mortgages And Notes Payable Sch
Other Assets Schedule
Other Decreases 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	2012-08-09T14:41:41-05:00	Timestamp
Tax Period End Date	2012-04-30	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	2011-05-01	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	2012-08-09	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	2011	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	1453734	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	194702	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	99	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	99	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	99	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	23296	DividendsRevAndExpnss
Dividends Net Invst Incm	23296	DividendsNetInvstIncm
Dividends Adj Net Incm	23296	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	-12760	NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss	69323	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	140725	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	323	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	323	NetSTCGAdjNetIncm
Gross Sales Less Returns And Allwnc	161850	GrossSalesLessReturnsAndAllwnc
Cost Of Goods Sold	105232	CostOfGoodsSold
Gross Profit Rev And Expnss	56618	GrossProfitRevAndExpnss
Gross Profit Adj Net Incm	56618	GrossProfitAdjNetIncm
Other Income Rev And Expnss	75853	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	75853	OtherIncomeAdjNetIncm
Total Revenue And Expenses	429491	TotalRevenueAndExpenses
Total Net Investment Income	33318	TotalNetInvestmentIncome
Total Adjusted Net Income	165789	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	49880	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm	14964	CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	34916	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	56021	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	0	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm	19119	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	36902	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	23925	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	0	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm	7700	PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	16225	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	5346	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	5346	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	5346	OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	12033	InterestRevAndExpnss
Interest Net Invst Incm	0	InterestNetInvstIncm
Interest Adj Net Incm	2407	InterestAdjNetIncm
Interest Dsbrs Chrtbl Prps	9626	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	1834	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Adj Net Incm	85	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	1749	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	45937	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	6300	DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm	6667	DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss	32853	OccupancyRevAndExpnss
Occupancy Net Invst Incm	3300	OccupancyNetInvstIncm
Occupancy Adj Net Incm	4637	OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps	24916	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	674	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm	0	TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	674	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	96	PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm	0	PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm	0	PrintingAndPubAdjNetIncm
Printing And Pub Dsbrs Chrtbl Prps	96	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	108408	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	59726	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	46632	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	340007	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	14946	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	123651	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	171736	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	0	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	340007	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	14946	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	123651	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	171736	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	89484	ExcessOfRevenueOverExpenses
Net Investment Income	18372	NetInvestmentIncome
Adjusted Net Income	42138	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	625	CashBOY
Cash EOY	625	CashEOY
Cash EOYFMV	625	CashEOYFMV
Savings And Temp Cash Invst BOY	138153	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	21947	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	21947	SavingsAndTempCashInvstEOYFMV
Pledges Receivable BOY	450	PledgesReceivableBOY
Inventories For Sale Or Use BOY	36496	InventoriesForSaleOrUseBOY
Inventories For Sale Or Use EOY	189270	InventoriesForSaleOrUseEOY
Inventories For Sale Or Use EOYFMV	189270	InventoriesForSaleOrUseEOYFMV
Prepaid Expenses BOY	3377	PrepaidExpensesBOY
Prepaid Expenses EOY	878	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	878	PrepaidExpensesEOYFMV
Investments Govt Oblig BOY	157918	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	136777	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	136777	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	331003	InvestmentsCorpStockBOY
Investments Corp Stock EOY	335596	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	335596	InvestmentsCorpStockEOYFMV
Investments Land Etc Basis	286215	InvestmentsLandEtcBasis
Accum Deprec Investments Land Etc	213484	AccumDeprecInvestmentsLandEtc
Investments Land Etc BOY	80676	InvestmentsLandEtcBOY
Investments Land Etc EOY	72731	InvestmentsLandEtcEOY
Investments Land Etc EOYFMV	72731	InvestmentsLandEtcEOYFMV
Investments Other BOY	2894	InvestmentsOtherBOY
Investments Other EOY	36744	InvestmentsOtherEOY
Investments Other EOYFMV	36744	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	964299	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	515258	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	398386	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	449041	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	449041	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	213555	OtherAssetsBOY
Other Assets EOY	210125	OtherAssetsEOY
Other Assets EOYFMV	210125	OtherAssetsEOYFMV
Total Assets BOY	1363533	TotalAssetsBOY
Total Assets EOY	1453734	TotalAssetsEOY
Total Assets EOYFMV	1453734	TotalAssetsEOYFMV
Accounts Payable BOY	2745	AccountsPayableBOY
Accounts Payable EOY	9791	AccountsPayableEOY
Deferred Revenue BOY	3663	DeferredRevenueBOY
Mortgages And Notes Payable BOY	245000	MortgagesAndNotesPayableBOY
Mortgages And Notes Payable EOY	226303	MortgagesAndNotesPayableEOY
Other Liabilities BOY	2405	OtherLiabilitiesBOY
Other Liabilities EOY	2250	OtherLiabilitiesEOY
Total Liabilities BOY	253813	TotalLiabilitiesBOY
Total Liabilities EOY	238344	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	464625	UnrestrictedBOY
Unrestricted EOY	685864	UnrestrictedEOY
Temporarily Restricted BOY	127811	TemporarilyRestrictedBOY
Temporarily Restricted EOY	15672	TemporarilyRestrictedEOY
Permanently Restricted BOY	517284	PermanentlyRestrictedBOY
Permanently Restricted EOY	513854	PermanentlyRestrictedEOY
Total Net Assets BOY	1109720	TotalNetAssetsBOY
Total Net Assets EOY	1215390	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1363533	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1453734	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1109720	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	89484	ExcessOfRevenueOverExpenses
Other Increases	19616	OtherIncreases
Subtotal	1218820	Subtotal
Other Decreases	3430	OtherDecreases
Total Net Assets Fund Balances EOY	1215390	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
Gross Sales Price	65725	GrossSalesPrice
Cost Or Other Basis	65402	CostOrOtherBasis
Gain Or Loss	323	GainOrLoss
Gains Minus Excess Or Losses	323	GainsMinusExcessOrLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	323	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	323	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	152434	QualifyingDistributionsYear1
Noncharitable Assets Year1	529446	NoncharitableAssetsYear1
Distribution Ratio Year1	0.287912	DistributionRatioYear1
Qualifying Distributions Year2	161759	QualifyingDistributionsYear2
Noncharitable Assets Year2	504698	NoncharitableAssetsYear2
Distribution Ratio Year2	0.320507	DistributionRatioYear2
Qualifying Distributions Year3	174270	QualifyingDistributionsYear3
Noncharitable Assets Year3	514746	NoncharitableAssetsYear3
Distribution Ratio Year3	0.338555	DistributionRatioYear3
Qualifying Distributions Year4	172215	QualifyingDistributionsYear4
Noncharitable Assets Year4	598619	NoncharitableAssetsYear4
Distribution Ratio Year4	0.287687	DistributionRatioYear4
Qualifying Distributions Year5	182989	QualifyingDistributionsYear5
Noncharitable Assets Year5	599060	NoncharitableAssetsYear5
Distribution Ratio Year5	0.305460	DistributionRatioYear5
Total Distribution Ratio	1.540121	TotalDistributionRatio
Average Distribution Ratio	0.308024	AverageDistributionRatio
Net Noncharitable Assets	570508	NetNoncharitableAssets
Adjusted Noncharitable Assets	175730	AdjustedNoncharitableAssets
One Percent Net Investment Income	184	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	175914	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	171736	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	367	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	367	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	367	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	880	EstTaxPaymentsAndOverpayment
Total Credits And Payments	880	TotalCreditsAndPayments
Overpayment	513	Overpayment
Amount Credited To Next Year	513	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

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 (16 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	49880	9305	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

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	292562	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	500466	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	78730	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	579196	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	579196	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	8688	CashDeemedCharitable
Net Noncharitable Assets	570508	NetNoncharitableAssets
Minimum Investment Return	28525	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	171736	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	171736	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	0	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	171736	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	28525	CurrentYear
Year1	13603	Year1
Year2	0	Year2
Year3	10813	Year3
Total	52941	Total

Percent85 Of Lessor Percent85OfLessor

Field	Value	IRS element (for citing)
Current Year	24246	CurrentYear
Year1	11563	Year1
Year2	0	Year2
Year3	9191	Year3
Total	45000	Total

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Current Year	171736	CurrentYear
Year1	153298	Year1
Year2	161928	Year2
Year3	174270	Year3
Total	661232	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	171736	CurrentYear
Year1	153298	Year1
Year2	161928	Year2
Year3	174270	Year3
Total	661232	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	19017	CurrentYear
Year1	17648	Year1
Year2	16823	Year2
Year3	17158	Year3
Total	70646	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	4927	RelatedOrExemptFunctionIncome

Membership Dues And Assessments MembershipDuesAndAssessments

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	7813	RelatedOrExemptFunctionIncome

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$99	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$23,296	ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion Code	16	ExclusionCode
Exclusion	-$12,760	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$69,323	ExclusionAmount

Net Income Loss From Special Events NetIncomeLossFromSpecialEvents

Field	Value	IRS element (for citing)
Exclusion Code	01	ExclusionCode
Exclusion	$22,946	ExclusionAmount

Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	56618	RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	GARDEN & TEA ROOM RENTALS	Description
Exclusion Code	16	ExclusionCode
Exclusion	$1,900	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$104,804	ExclusionAmount
Related Or Exempt Function Income	69358	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	174162	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 (6 entries)

Contributor NumberContributorNumber	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType	Contributor Name IndividualContributorNameIndividual
RODGERS FAMILY FOUNDATION
1	PO BOX 2509	FALL RIVER	MA	02720	15000	X
TWENTY-SEVEN FOUNDATION
2	777 MAIN STREET	WESTON	CT	06883	20000	X
CITY OF FALL RIVER
3	GOVERNMENT CENTER	FALL RIVER	MA	027223001	11800	X
(no name)
4	312 24TH STREET	SANTA MONICA	CA	90402	5000	X	CARA ROBERTSON
ESTATE OF SARAH D TEST
5	11 SOUTH MERIDIAN STREET	INDIANAPOLIS	IN	462043535	50000	X
OLIVER S & JENNIE R DONALDSON CHARITABLE TRUST
6	SUNTRUST BANK PO BOX 4655	ATLANTA	GA	30302	25000	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 (11 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	107541	SL	27.500000000000	4954	4954	4954
IMPROVEMENTS - EATON HOUSE	1991-06-30	76386	59001	SL	27.500000000000	2441	2441	2441
IMPROVEMENTS - EATON HOUSE	2001-09-15	20663	7260	SL	27.500000000000	751	751	751
APPLIANCES	2001-07-30	1000	1000	SL	5.000000000000	0	0	0
FENCE	2003-12-22	5091	2487	SL	15.000000000000	339	339	339
TEA ROOM RESTORATIONS	2005-10-01	42086	23500	SL	10.000000000000	4209	4209	4209
IMPROVEMENTS - MUSEUM	2000-12-31	764007	399547	SL	15.000000000000	27699	0	27699
EQUIPMENT	2005-11-30	54418	33224	SL	7.000000000000	3152	0	3152
GARDEN FURNITURE	2002-01-01	42006	42006	SL	7.000000000000	0	0	0
EQUIPMENT	2011-04-30	23372		SL	7.000000000000	2337	0	2337
IMPROVEMENTS - MUSEUM	2012-04-26	73281	23	SL	39.000000000000	55	0	55

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

Field	Value	IRS element (for citing)
Name	SALE OF COLLECTION ITEM	Name
How Acquired	DONATED	HowAcquired
Date Sold	2011-05	DateSold
Gross Sales Price	75000	GrossSalesPrice
Sales Expense	6000	SalesExpense
Total Net	69000	TotalNet

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	COMMON STOCK	NameOfStock
EOY Book Value	335596	EOYBookValue
EOYFMV	335596	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	136777	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	136777	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLand (2 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue	EOYFMVEOYFMV
BUILDING	136239	112497	23742	23742
BUILDING IMPROVEMENTS	149976	100987	48989	48989

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
MONEY MARKET FUNDS	FMV	30112	30112
OTHER	FMV	6632	6632

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	100000	2001-01	2013-04	MONTHLY PAYMENTS	4.000000000000	INVESTMENTS	WORKING CAPITAL	CASH
BAYCOAST BANK
NONE	100000	69251	2011-06	2015-06	MONTHLY PAYMENTS WITH BALLOON PAYMENT	5.750000000000	ASSETS	PROGRAM EXPENSES	CASH
BAYCOAST BANK
NONE	70000	57052	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	213555	BOYBookValue
EOY Book Value	210125	EOYBookValue
EOYFMV	210125	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	UNREALIZED LOSS ON PERPETUAL TRUST	Description
Amount	$3,430	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (13 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
ADVERTISING	10364	2073	7342
INSURANCE	15951	3190	11474
OFFICE SUPPLIES & EXPENSE	13050	2610	10267
SUPPLIES	4262	852	2815
OTHER	5119	1024	4944
YARD EXPENSE	3908	782	3053
DIRECT EXPENSES FOR SPECIAL EVENTS	38267	38267	0
INDIRECT EXPENSES FOR SPECIAL EVENTS	9178	9178	0
POSTAGE	2564	513	1987
TEA ROOM OPERATING EXP	709	709	0
ARCHIVES	666	133	563
BOOK EXPENSE	2394	0	2606
CHRISTMAS DECORATIONS	1976	395	1581

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome
ADMISSIONS	4927	4927
GARDEN & TEA ROOM RENTALS	1900	1900
MEMBERSHIP DUES AND ASSESSMENTS	7813	7813
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS	61213	61213

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAIN ON INVESTMENTS	Description
Amount	$19,616	Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue
ACCRUED PAYROLL	1655	1500
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	$5,346	Amount
Net Investment Income	5346	NetInvestmentIncome
Adjusted Net Income	5346	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
ANNUAL REPORTS	$15	15	0
MASS FORM PC	$70	70	0
FEDERAL INCOME TAX	$1,749	0	1749