SANDWICH HISTORICAL SOCIETY: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: SANDWICH HISTORICAL SOCIETY (EIN 02-0268251)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-07-12
IRS object ID: 201221949349100502
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
Accounting Fees Schedule
Compensation Explanation
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Land Etc Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Notes Loans Rcvbl Short Sch2
Other Professional Fees Schedule
Sales Of Inventory List
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-07-12T09:04:25-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

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

Preparer Firm US Address PreparerFirmUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	020268251	EIN

Name Name

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

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

US Address USAddress

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

Officer Officer

Field	Value	IRS element (for citing)
Name	TOM SHEVENELL	Name
Title	PRESIDENT	Title
Phone	6032846269	Phone
Date Signed	2012-06-26	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	RICKY A LAURENDEAU	Name
Phone	6036227070	Phone
Date Prepared	2012-06-26	DatePrepared

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	1763932	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	106769	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	17940	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	17940	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	17940	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	24209	DividendsRevAndExpnss
Dividends Net Invst Incm	24209	DividendsNetInvstIncm
Dividends Adj Net Incm	24209	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	30287	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	166009	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	30287	CapitalGainNetIncmNetInvstIncm
Gross Sales Less Returns And Allwnc	4504	GrossSalesLessReturnsAndAllwnc
Cost Of Goods Sold	2322	CostOfGoodsSold
Gross Profit Rev And Expnss	2182	GrossProfitRevAndExpnss
Gross Profit Adj Net Incm	2182	GrossProfitAdjNetIncm
Other Income Rev And Expnss	413	OtherIncomeRevAndExpnss
Other Income Adj Net Incm	413	OtherIncomeAdjNetIncm
Total Revenue And Expenses	181800	TotalRevenueAndExpenses
Total Net Investment Income	72436	TotalNetInvestmentIncome
Total Adjusted Net Income	44744	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	14036	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	14036	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	19111	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Adj Net Incm	9555	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	9556	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	2941	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Adj Net Incm	1470	PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	1471	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	7609	AccountingFeesRevAndExpnss
Accounting Fees Adj Net Incm	7609	AccountingFeesAdjNetIncm
Other Prof Fees Rev And Expnss	11615	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	11615	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	11615	OtherProfFeesAdjNetIncm
Taxes Rev And Expnss	700	TaxesRevAndExpnss
Taxes Adj Net Incm	700	TaxesAdjNetIncm
Deprec And Depletion Rev And Expnss	10201	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Adj Net Incm	10201	DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss	12362	OccupancyRevAndExpnss
Occupancy Dsbrs Chrtbl Prps	12362	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	50	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	50	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	3390	PrintingAndPubRevAndExpnss
Printing And Pub Dsbrs Chrtbl Prps	3390	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	18773	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	324	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	324	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	18449	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	100788	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	11939	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	41474	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	59314	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	0	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	100788	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	11939	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	41474	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	59314	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	81012	ExcessOfRevenueOverExpenses
Net Investment Income	60497	NetInvestmentIncome
Adjusted Net Income	3270	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	93	CashBOY
Cash EOY	106	CashEOY
Cash EOYFMV	106	CashEOYFMV
Savings And Temp Cash Invst BOY	71270	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	68575	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	68575	SavingsAndTempCashInvstEOYFMV
Other Notes And Loans Receivable	14839	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY	15922	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	14839	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	14839	OtherNotesAndLoansRcvblEOYFMV
Prepaid Expenses BOY	3393	PrepaidExpensesBOY
Investments Govt Oblig BOY	47287	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	41174	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	43714	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	793434	InvestmentsCorpStockBOY
Investments Corp Stock EOY	784734	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	968118	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	331686	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	351526	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	362511	InvestmentsCorpBondsEOYFMV
Land Building And Equipment Basis	450978	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	182064	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	181080	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	268914	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	268914	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	37155	OtherAssetsBOY
Other Assets EOY	37155	OtherAssetsEOY
Other Assets EOYFMV	37155	OtherAssetsEOYFMV
Total Assets BOY	1481320	TotalAssetsBOY
Total Assets EOY	1567023	TotalAssetsEOY
Total Assets EOYFMV	1763932	TotalAssetsEOYFMV
Accounts Payable BOY	2534	AccountsPayableBOY
Accounts Payable EOY	8612	AccountsPayableEOY
Deferred Revenue BOY	3225	DeferredRevenueBOY
Deferred Revenue EOY	3050	DeferredRevenueEOY
Total Liabilities BOY	5759	TotalLiabilitiesBOY
Total Liabilities EOY	11662	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	1440890	UnrestrictedBOY
Unrestricted EOY	1537522	UnrestrictedEOY
Temporarily Restricted BOY	34671	TemporarilyRestrictedBOY
Temporarily Restricted EOY	17839	TemporarilyRestrictedEOY
Total Net Assets BOY	1475561	TotalNetAssetsBOY
Total Net Assets EOY	1555361	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1481320	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1567023	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1475561	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	81012	ExcessOfRevenueOverExpenses
Subtotal	1556573	Subtotal
Other Decreases	1212	OtherDecreases
Total Net Assets Fund Balances EOY	1555361	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
VULCAN MATERIALS COMPANY-100 SHS	P	2011-02-11	2011-11-18	3173	4403	-1230	-1230
THERMO ELECTRON CORP - 50 SHS	P	2004-11-30	2011-02-11	2857	1400	1457	1457
MEDTRONIC INC. - 50 SHS	P	2010-09-09	2011-05-24	2003	1640	363	363
UNITED PARCEL SERVICE - 50 SHS	P	2009-03-31	2011-02-11	3755	2405	1350	1350
3M CO - 50 SHS	P	2005-02-17	2011-06-09	4609	4308	301	301
VANGUARD INF PROT SEC - 823 SHS	P	2009-03-31	2011-11-17	11744	9975	1769	1769
APPLE COMPUTER INC. - 10 SHS	P	2005-02-07	2011-09-20	4119	392	3727	3727
VULCAN MATERIAL COMPANY - 200 SHS	P	2010-11-01	2011-11-18	6346	9103	-2757	-2757
DANAHER CORP - 100 SHS	P	2005-06-20	2011-02-11	5209	2727	2482	2482
WALGREEN CO 5.25% - 30000 SHS	P	2009-03-02	2011-02-11	32535	29987	2548	2548
FED NAT'L MTGE ASSOC 7.5% - 63.95 SH	P	2000-02-15	2011-06-25	64	64
WELLS FARGO & CO - 100 SHS	P	2000-02-16	2011-02-11	3309	1874	1435	1435
FLUOR CORP - 25 SHS	P	2009-01-27	2011-03-22	1789	1009	780	780
FNMA MTG PASS 6% - 1833.55 SHS	P	2001-05-15	2011-06-25	1834	1823	11	11
FNMA PL 6% - 4202.53 SHS	P	2007-06-26	2011-06-25	4203	4229	-26	-26
GENZYME CORP - 200 SHS	P	2010-02-01	2011-02-04	14651	13371	1280	1280
INTERNATIONAL BUSINESS MACHINES CORP	P	1998-09-02	2011-02-11	13491	4887	8604	8604
LAZARD LTD - 400 SHS	P	2010-06-01	2011-06-08	14190	10759	3431	3431
LINCOLN NATL CORP - 200 SHS	P	2008-08-15	2011-09-19	3652	10054	-6402	-6402
MEDTRONIC INC - 350 SHS	P	2010-05-01	2011-05-24	14022	9356	4666	4666
ORACLE CORP - 575 SHS	P	2008-06-06	2011-03-24	18356	11956	6400	6400

Field	Value	IRS element (for citing)
Capital Gain Net Income	30287	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	-867	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	93902	QualifyingDistributionsYear1
Noncharitable Assets Year1	1463466	NoncharitableAssetsYear1
Distribution Ratio Year1	0.064164	DistributionRatioYear1
Qualifying Distributions Year2	98512	QualifyingDistributionsYear2
Noncharitable Assets Year2	1351744	NoncharitableAssetsYear2
Distribution Ratio Year2	0.072878	DistributionRatioYear2
Qualifying Distributions Year3	93107	QualifyingDistributionsYear3
Noncharitable Assets Year3	1462247	NoncharitableAssetsYear3
Distribution Ratio Year3	0.063674	DistributionRatioYear3
Qualifying Distributions Year4	84430	QualifyingDistributionsYear4
Noncharitable Assets Year4	1580697	NoncharitableAssetsYear4
Distribution Ratio Year4	0.053413	DistributionRatioYear4
Qualifying Distributions Year5	92036	QualifyingDistributionsYear5
Noncharitable Assets Year5	1511583	NoncharitableAssetsYear5
Distribution Ratio Year5	0.060887	DistributionRatioYear5
Total Distribution Ratio	0.315016	TotalDistributionRatio
Average Distribution Ratio	0.063003	AverageDistributionRatio
Net Noncharitable Assets	1460580	NetNoncharitableAssets
Adjusted Noncharitable Assets	92021	AdjustedNoncharitableAssets
One Percent Net Investment Income	605	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	92626	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	157348	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	605	InvestmentIncomeExciseTax
Subtotal	605	Subtotal
Tax Based On Investment Income	605	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	718	EstTaxPaymentsAndOverpayment
Total Credits And Payments	718	TotalCreditsAndPayments
Overpayment	113	Overpayment
Amount Credited To Next Year	113	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

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

Books In Care Of US Address BooksInCareOfUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720

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

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (18 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
GEOFFREY BURROWS
PO BOX 7 17 GROVE STREET	CENTER SANDWICH	NH	03227	PRESIDENT	0.00	0	0	0
JON TAYLOR
PO BOX 117	NORTH SANDWICH	NH	03259	TREASURER	0.00	0	0	0
ADAM NUDD-HOMEYER
PO BOX 422	CENTER SANDWICH	NH	03227	EXECUTIVE DI	10.00	14036	0	0
JOAN COOK
445 DIAMOND LEDGE RD	CENTER SANDWICH	NH	03227	DIRECTOR	0.00	0	0	0
ABBY HAMBROOK
196 VITTUM HILL RD	CENTER SANDWICH	NH	03227	DIRECTOR	0.00	0	0	0
ELLEN KARNAN
PO BOX 189	CENTER SANDWICH	NH	03227	SECRETARY	0.00	0	0	0
JON HEARD
PO BOX 462	CENTER SANDWICH	NH	03227	DIRECTOR	0.00	0	0	0
DAVID PATRIDGE
PO BOX 42 7 MAPLE STREET	CENTER SANDWICH	NH	03227	DIRECTOR	0.00	0	0	0
SUE GREENE
PO BOX 25	CENTER SANDWICH	NH	03227	DIRECTOR	0.00	0	0	0
BETSY LEIPER
PO BOX 42	NORTH SANDWICH	NH	03259	DIRECTOR	0.00	0	0	0
BARBARA KERR
PO BOX 103	CENTER SANDWICH	NH	03227	DIRECTOR	0.00	0	0	0
JIM MYKLAND
PO BOX 99	CENTER SANDWICH	NH	03227	VICE PRESIDE	0.00	0	0	0
MICHAEL YEAGER
PO BOX 58 251 SQUAM LAKE ROAD	CENTER SANDWICH	NH	03227	DIRECTOR	0.00	0	0	0
HEATHER LITTLEFIELD
392 VITTUM HILL ROAD	SANDWICH	NH	03227	DIRECTOR	0.00	0	0	0
CAPT KENNETH A SMITH JR
33 BUCK DRIVE	ELIOT	ME	03903	ASSISTANT TR	0.00	0	0	0
JENNIFER WRIGHT
PO BOX 36	SANDWICH	NH	03227	DIRECTOR	0.00	0	0	0
H BOONE PORTER III
324 WENTWORTH HILL ROAD	CENTER SANDWICH	NH	03227	DIRECTOR	0.00	0	0	0
PHIL HOLLAND
PO BOX 568	CENTER HARBOR	NH	03226	DIRECTOR	0.00	0	0	0

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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	TO COLLECT AND PRESERVE THE MATERIAL CULTURE AND HISTORICAL RECORD OF THE TOWN OF SANDWICH, AND TO USE THESE RESOURCES IN SERVICE TO THE PUBLIC THROUGH EDUCATIONAL EXPERIENCES AND OUTREACH TO THE COMMUNITY.	Description1
Expenses1	59314	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

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

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	1445672	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	37150	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1482822	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	1482822	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	22242	CashDeemedCharitable
Net Noncharitable Assets	1460580	NetNoncharitableAssets
Minimum Investment Return	73029	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	59314	ExpensesAndContributions
Amounts Paid Acq Charitable Assets	98034	AmountsPaidAcqCharitableAssets
Qualifying Distributions	157348	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	605	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	156743	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Qualifying Distributions	157348	QualifyingDistributions
Remaining Distri From Corpus	157348	RemainingDistriFromCorpus
Total Corpus	157348	TotalCorpus

Private Operating Foundations PrivateOperatingFoundations

Field	Value	IRS element (for citing)
Section4942j5	X	Section4942j5

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

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

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Current Year	157348	CurrentYear
Year1	94230	Year1
Year2	98858	Year2
Year3	93819	Year3
Total	444255	Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Field	Value	IRS element (for citing)
Current Year	157348	CurrentYear
Year1	94230	Year1
Year2	98858	Year2
Year3	93819	Year3
Total	444255	Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	48686	CurrentYear
Year1	48782	Year1
Year2	45058	Year2
Year3	48741	Year3
Total	191267	Total

Supplementary Information SupplementaryInformation

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

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$17,940	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$24,209	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	4	ExclusionCode
Exclusion	$98	ExclusionAmount
Related Or Exempt Function Income	30189	RelatedOrExemptFunctionIncome

Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	2182	RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS INCOME	Description
Related Or Exempt Function Income	413	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$42,247	ExclusionAmount
Related Or Exempt Function Income	32784	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	75031	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

CategoryCategory	AmountAmount	Adjusted Net IncomeAdjustedNetIncome
LEGAL & PROFESSIONAL FEES	$3,650	3650
BOOKKEEPING	$3,959	3959

Compensation Explanation CompensationExplanation

Compensation Compensation (18 entries)

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

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation

Field	Value	IRS element (for citing)
Description Of Property	DEPRECIATION	DescriptionOfProperty
Prior Years Depreciation	9729	PriorYearsDepreciation
Current Year Expense	10201	CurrentYearExpense
Adjusted Net Income	10201	AdjustedNetIncome

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (13 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
CARROLL CTY III 5.3% 12/1/21	30236	33710
CENTRALIA WA ELEC 3.03% 12/1/16	20223	20775
DEUTSCHEBANK AG 3.45% 3/30/15	30113	30484
DUTCHESS CNTY NY 4.191% 7/1/13	20000	20245
NEW YORK NY BAB 4.047% 10/1/20	20159	21074
SLM CORP 5.125 8/27/12	50014	50255
GOLDMAN SACHS GROUP 5.7% 9/01/12	50597	50881
CONOCO PHILLIPS 5.5% 4/15/13	30234	31772
CONOCOPHILLIPS 5.2% 5/15/18	20186	23282
SLM CORP 30000 5% 10/1/13	29831	30000
WALGREEN 5.25% 1/15/19
TELEFONICA EMISIONES 3.992% 2/16/16	19954	19230
ILLINOIS ST G/O 4.071% 1/1/14	29979	30803

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (64 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
3M CO	16556	16346
ANALOG DEVICES	9870	17890
APACHE CORP	4083	13587
APPLE COMPUTER	1568	16200
BHP BILLITON LTD	14529	14126
BLACKROCK INC CL A	17478	16933
DANAHER CORP	8181	14112
DEERE & CO	16464	15470
DEVON ENERGY CORP	17766	12400
DOW CHEM	14291	11504
EMC CORP MASS	9666	15078
EMERSON ELECTRIC	10148	13977
EXCELON CORP	8889	8674
EXXON MOBIL CORP	10767	38142
FLUOR CORP NEW	8073	10050
GENERAL ELECTRIC CO	11193	9851
GENERAL MLS INC	13976	16164
GENZYME CORP
GOOGLE INCORPORATED CLASS A	15088	18085
ILLINOIS TOOL WORKS	14013	14013
INTERNATIONAL BUSINESS MACHINES	7330	22066
ISHARES FTSE XINHAU HK CHINA	8608	12553
ISHARES GLOBAL TELEC INDEX
ISHARES MSCI EAFE INDEX FD	39590	31947
ISHARES MSCI EMERGING MKTS INDEX	17033	14986
ISHARES MSCI JAPAN INDEX	11274	9383
ISHARES MSCI PACIFIC EX-JAPAN FD	26280	19465
ISHARES MSCI SOUTH AFRICA IDX	33562	37863
ISHARES S&P GLBL TELECOMM SECTOR IDX	6872	6974
ISHARES S&P MIDCAP 400 INDEX FD	25043	36796
ISHARES S&P NA NAT RES INDEX	11191	15200
ISHARES S&P SMALLCAP 600 INDEX FD	20232	25271
JOHNSON & JOHNSON	2679	16395
JP MORGAN CHASE	16044	13300
KIMBERLY CLARK	5256	7356
LAZARD LTD
LINCOLN NATIONAL
LOWES CO INC.	15419	17766
MARSH MCLENNAN	9297	12648
MEDTRONIC, INC.
MICROSOFT CORP	23291	20768
MONSANTO CO NEW	7287	7007
NEXTERA ENERGY INC (FPL GROUP)	9923	18264
NIKE	13430	22165
NOVARTIS AG	20190	20010
ORACLE	12272	16673
PAYCHEX INC	13870	15055
PEPSICO	1612	19905
PROCTER & GAMBLE	16090	20013
SCHLUMBERGER LTD	11772	13662
STAPLES	7401	12501
TEVA PHARMACEUTICAL INDS LTD ADR	14463	14126
THERMO FISHER SCIENTIFIC INC	9799	15740
UNITED PARCELS SERVICE CLASS B	17145	18298
UNITED TECHNOLOGIES CORP	13847	14618
VERIZON COMMUNICATIONS	16207	18415
VULCAN MATERIALS
WAL MART STORES	16598	17928
WELLS FARGO & CO	11243	16536
VANGUARD GNMA FD	32051	33752
VANGUARD GNMA FD	20252	21327
VANGUARD INF PROT SEC
ISHARES JP MORGAN EMERGING	7651	8231
ISHARES IBOXX HIGH YLD CORP BOND FD	10031	10553

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	41174	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	43714	USGovtSecuritiesEOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (4 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Book ValueBookValue	EOYFMVEOYFMV	Accumulated DepreciationAccumulatedDepreciation
OFFICE EQUIPMENT	13215	13215	13215
FURNITURE & FIXTURES	9926	9926	9926
BUILDINGS & IMPROVEMENTS	422199	240135	240135	182064
LAND	5638	5638	5638

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	DECREASE IN FMV OF INVESTMENTS FOR BOOK PURPOSES	Description
Amount	$1,212	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (19 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
EXPENSES
OFFICE EXPENSE	3630	3630
INSURANCE	8159	8159
EXHIBITS	197	197
DEVELOPMENT	869	869
MISCELLANEOUS	1103	1103
EDUCATIONAL EXPENSES	370	370
TRAINING & WORKSHOPS	477	477
COLLECTION EXPENSE	136	136
OFFICERS & TRUSTEES	145	145
FOREIGN TAXES	324		324	324
ARCHIVAL PROJECT	297	297
ORGANIZATIONAL MATERIALS	358	358
TECHNOLOGY	2467	2467
PUBLIC RELATIONS	302	302
BANK CHARGES	56	56
SPECIAL PROJECTS	-376	-376
MUSEUM EQUIPMENT	132	132
VOLUNTEER PROGRAM	127	127

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	MISCELLANEOUS INCOME	Description
Revenue And Expenses Per Books	413	RevenueAndExpensesPerBooks
Adjusted Net Income	413	AdjustedNetIncome

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

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

Field	Value	IRS element (for citing)
Balance Due	15922	BalanceDue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
INVESTMENT ADVISORY FEES	$11,439	11439	11439
OTHER NONALLOCABLE EXP-CHARTER T	$176	176	176

Sales Of Inventory List SalesOfInventoryList

Sale Of Inventory SaleOfInventory

Field	Value	IRS element (for citing)
Category	MUSEUM STORE, PUBLICATIONS	Category
Gross Sales	4504	GrossSales
Cost Of Goods Sold	2322	CostOfGoodsSold
Net	2182	Net

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FEDERAL EXCISE TAX	Category
Amount	$700	Amount
Adjusted Net Income	700	AdjustedNetIncome

SANDWICH HISTORICAL SOCIETY: Form 990PF, tax year 2011

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (18 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Private Operating Foundations PrivateOperatingFoundations

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

Qualifying Distributions QualifyingDistributions

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Supplementary Information SupplementaryInformation

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees (2 entries)

Compensation Explanation CompensationExplanation

Compensation Compensation (18 entries)

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (13 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (64 entries)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (4 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (19 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort

Name Of501c3 Organization NameOf501c3Organization

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

Sales Of Inventory List SalesOfInventoryList

Sale Of Inventory SaleOfInventory

Taxes Schedule TaxesSchedule

Taxes Taxes

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