DORCHESTER HISTORICAL SOCIETY: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: DORCHESTER HISTORICAL SOCIETY (EIN 04-6066048)
Tax period: 2011-05-01 to 2012-04-30
Filed: 2012-07-30
IRS object ID: 201232129349301003
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
Schedule A
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-07-30T14:46:10-05:00	Timestamp
Tax Period End Date	2012-04-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DAVID M PINKHAM CPA LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	475 SCHOOL STREET SUITE 13	AddressLine1
City	MARSHFIELD	City
State	MA	State
ZIP Code	02050	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2011-05-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	046066048	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	DORCHESTER HISTORICAL SOCIETY INC	BusinessNameLine1
Business Name Line2	ATTN EARL TAYLOR PRESIDENT	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	DORC	NameControl
Phone	6172657802	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	195 BOSTON STREET	AddressLine1
City	DORCHESTER	City
State	MA	State
ZIP Code	02125	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	EARL TAYLOR	Name
Title	PRESIDENT	Title
Phone	6172657802	Phone
Date Signed	2012-07-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	DAVID M PINKHAM	Name
Phone	7818340444	Phone
Date Prepared	2012-07-13	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	EARL TAYLOR	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	123 ASHMONT STREET	AddressLine1
City	DORCHESTER	City
State	MA	State
ZIP Code	02124	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	236646	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1891	YearFormation
State Legal Domicile	MA	StateLegalDomicile
Activity Or Mission Description	MAINTAIN HISTORICAL BUILDINGS.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	21	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	21	NbrIndependentVotingMembers
Total Nbr Employees	0	TotalNbrEmployees
Total Nbr Volunteers	25	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	133977	ContributionsGrantsPriorYear
Contributions Grants Current Year	170925	ContributionsGrantsCurrentYear
Program Service Revenue CY	0	ProgramServiceRevenueCY
Investment Income Prior Year	15336	InvestmentIncomePriorYear
Investment Income Current Year	8722	InvestmentIncomeCurrentYear
Other Revenue Prior Year	51693	OtherRevenuePriorYear
Other Revenue Current Year	0	OtherRevenueCurrentYear
Total Revenue Prior Year	201006	TotalRevenuePriorYear
Total Revenue Current Year	179647	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Current Year	0	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	173176	OtherExpensePriorYear
Other Expenses Current Year	291962	OtherExpensesCurrentYear
Total Expenses Prior Year	173176	TotalExpensesPriorYear
Total Expenses Current Year	291962	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	27830	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-112315	RevenuesLessExpensesCY
Total Assets BOY	233761	TotalAssetsBOY
Total Assets EOY	119762	TotalAssetsEOY
Total Liabilities BOY	5423	TotalLiabilitiesBOY
Total Liabilities EOY	3739	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	228338	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	116023	NetAssetsOrFundBalancesEOY
Mission Description	MAINTAIN HISTORICAL BUILDINGS.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	249823	Expense
Description	MAINTAIN, IMPROVE & RESTORE HISTORICAL BUILDINGS AND ARTIFACTS FOR CURRENT AND FUTURE EDUCATIONAL BENEFITS.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	19469	Expense
Description	CONDUCT EDUCATIONAL MEETINGS ON HISTORICAL TOPICS FOR MEMBERS AND GENERAL PUBLIC.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	3040	Expense
Description	PUBLISH AND DISTRIBUTE NEWSLETTERS ON HISTORIC TOPICS EDUCATING AND INFORMING MEMBERS OF MATTERS OF HISTORICAL SIGNFICANCE.	Description

Field	Value	IRS element (for citing)
Total Program Service Expense	272332	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	false	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	false	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	false	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	2	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Number Of Employees	0	NumberOfEmployees
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	21	NbrVotingGoverningBodyMembers
Number Independent Voting Members	21	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	false	ConflictOfInterestPolicy
Whistleblower Policy	false	WhistleblowerPolicy
Document Retention Policy	false	DocumentRetentionPolicy
Compensation Process CEO	false	CompensationProcessCEO
Compensation Process Other	false	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	EARL TAYLOR PRES	NamePerson
Telephone Number	6172657802	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	195 BOSTON ST	AddressLine1
City	DORCHESTER	City
State	MA	State
ZIP Code	02125	ZIPCode

Field	Value	IRS element (for citing)
No Listed Persons Compensated	X	NoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer
CHARLES TEVNAN
DIRECTOR	1.00	X	0	0	0
ROSANNE FOLEY
DIRECTOR	1.00	X	0	0	0
ROBIN ALLSOP
DIRECTOR-AT-	1.00	X	0	0	0
RUTH BROWN
DIRECTOR-AT-	1.00	X	0	0	0
JOYCE ELLIS
DIRECTOR	1.00	X	0	0	0
WILLIAM LOESCH
DIRECTOR-AT-	1.00	X	0	0	0
SEAN DENNISTON
DIRECTOR-AT-	1.00	X	0	0	0
JEFFREY GONYEAU
DIRECTOR-AT-	1.00	X	0	0	0
JANICE KNIGHT
DIRECTOR-AT-	1.00	X	0	0	0
BARBARA LANGIS
DIRECTOR-AT-	1.00	X	0	0	0
MARY MORAN
DIRECTOR	2.00	X	0	0	0
KAREN MACNUTT
DIRECTOR-AT-	1.00	X	0	0	0
ANNE SCHMALZ
DIRECTOR-AT-	5.00	X	0	0	0
EMY THOMAS
DIRECTOR-AT-	8.00	X	0	0	0
RICHARD O'MARA
DIRECTOR-AT-	3.00	X	0	0	0
CHRISTOPHER BINNS
DIRECTOR-AT-	1.00	X	0	0	0
VICKI RUGO
DIRECTOR	6.00	X	0	0	0
EARL TAYLOR
PRESIDENT	25.00		0	0	0	X
ROBERT BAYARD SEVERY
SECRETARY	1.00		0	0	0	X
DANIEL CUSHING
TREASURER	1.00		0	0	0	X
PAUL DELOREY
VICE-PRESIDE	4.00		0	0	0	X

Field	Value	IRS element (for citing)
Formers Listed	false	FormersListed
Total Comp GT150 K	false	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources
Membership Dues	10133	MembershipDues
All Other Contributions	160792	AllOtherContributions
Total Contributions	170925	TotalContributions

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1142	TotalRevenueColumn
Exclusion	$1,142	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	64579	Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	56999	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	7580	Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	7580	TotalRevenueColumn
Related Or Exempt Function Income	7580	RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	179647	TotalRevenueColumn
Related Or Exempt Function Income	7580	RelatedOrExemptFunctionIncome
Exclusion	$1,142	ExclusionAmount

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	4000	Total
Management And General	4000	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	14425	Total
Program Services	14425	ProgramServices

Advertising Advertising

Field	Value	IRS element (for citing)
Total	1500	Total
Program Services	1500	ProgramServices

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	3888	Total
Program Services	1066	ProgramServices
Management And General	2822	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	346	Total
Program Services	346	ProgramServices

Insurance Insurance

Field	Value	IRS element (for citing)
Total	11790	Total
Program Services	11591	ProgramServices
Management And General	199	ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
REP & RESTORE HIST. BUILD	174681	174681
PRINTING	13288	13288
CONTRACT LABOR	12870	11195	1675
PROGRAM EXPENSE	12345	12345

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	42829	Total
Program Services	31895	ProgramServices
Management And General	10934	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	291962	Total
Program Services	272332	ProgramServices
Management And General	19630	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	76903	BOY
EOY	10812	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	79449	BOY
EOY	62366	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	4227	BOY
EOY	1581	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	8533	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	2720	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	6158	BOY
EOY	5813	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	67024	BOY
EOY	39190	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	233761	BOY
EOY	119762	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	5423	BOY
EOY	3739	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	5423	BOY
EOY	3739	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	147210	BOY
EOY	112550	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	81128	BOY
EOY	3473	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	228338	BOY
EOY	116023	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	233761	BOY
EOY	119762	EOY

Field	Value	IRS element (for citing)
Reconcilation Revenue Expenses	-112315	ReconcilationRevenueExpenses
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	true	AccountantCompileOrReview
FS Audited	false	FSAudited

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org170b1 Avi	X	PubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	128332	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	236250	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	96414	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	133977	CurrentTaxYearMinus1Year
Current Tax Year	170925	CurrentTaxYear
Total	765898	Total

Total170 Total170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	128332	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	236250	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	96414	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	133977	CurrentTaxYearMinus1Year
Current Tax Year	170925	CurrentTaxYear
Total	765898	Total

Field	Value	IRS element (for citing)
Public Support Total170	765898	PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	3220	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2969	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1310	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	895	CurrentTaxYearMinus1Year
Current Tax Year	1142	CurrentTaxYear
Total	9536	Total

Other Income170 OtherIncome170

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	101496	CurrentTaxYearMinus1Year
Total	101496	Total

Field	Value	IRS element (for citing)
Total Support	876930	TotalSupport
Public Support Pertcentage170	0.87340	PublicSupportPertcentage170
Public Support Pertcent Prior Year	0.87040	PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170	X	ThirtyThreePercntTestsCY170

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	8533	OtherCostOrOtherBasis
Depreciation	2721	Depreciation
Book Value	5812	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	5812	TotalOfBookValueLandBuildings

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	PRESIDENT, TREASURER AND SECRETARY REVIEW FORM 990 FOR COMPLETENESS AND ACCURACY.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	UPON REQUEST AND VIA THE MASSACHUSETTS DIVISION OF PUBLIC CHARITIES WEB SITE.
OTHER EXPENSES	FORM 990, PART IX, LINE 24E	UNREALIZED LOSS ON INVEST 11,536 UTILITIES 7,384 MUSEUM EXPENSES 7,124 PRINTING AND PUBLICATIONS 4,643 BOOKKEEPER 3,100 POSTAGE AND DELIVERY 2,709 TELEPHONE 1,862 BANK CHARGES 1,590 SECURITY FOR HIST BLDGS 1,332 EQUIPMENT REPAIRS 835 DUES 644 OTHER TAX MA ANNUAL REPOR 70