SAG HARBOR HISTORICAL SOCIETY: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAG HARBOR HISTORICAL SOCIETY (EIN 11-2781291)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2012-09-10
- IRS object ID
- 201242549349200214
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-10T11:05:01-05:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113452093 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKOWITZ FENELON & BANK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 69D MAIN STREET PO BOX 1829 | AddressLine1 |
| City | SAG HARBOR | City |
| State | NY | State |
| ZIP Code | 11963 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112781291 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAG HARBOR HISTORICAL SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAGH | NameControl |
| Phone | 6317255092 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1709 | AddressLine1 |
| City | SAG HARBOR | City |
| State | NY | State |
| ZIP Code | 11963 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT ESPACH ESQ | Name |
| Title | TREASURER | Title |
| Phone | 6317255092 | Phone |
| Date Signed | 2012-09-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP R TUTINO CPA | Name |
| PTIN | P00230047 | PTIN |
| Phone | 6317251000 | Phone |
| Date Prepared | 2012-09-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts Less Than25000 | X | GrossReceiptsLessThan25000 |
| Gross Receipts | 60117 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 16145 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 2413 | ProgramServiceRevenue |
| Membership Dues | 6345 | MembershipDues |
| Fundraising Gross Income | 35190 | FundraisingGrossIncome |
| Special Events Direct Expenses | 14292 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 20898 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 24 | OtherRevenueTotal |
| Total Revenue | 45825 | TotalRevenue |
| Fees And Oth Pymt To Ind Contractors | 632 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 12141 | OccupancyRentUtilitiesAndMaint |
| Other Expenses Total | 26236 | OtherExpensesTotal |
| Total Expenses | 39009 | TotalExpenses |
| Excess Or Deficit For Year | 6816 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 32802 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 39618 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32802 | BOY |
| EOY | 39618 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32802 | BOY |
| EOY | 39618 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32802 | BOY |
| EOY | 39618 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | THE PROMOTION OF LOCAL HISTORY FOR THE VILLAGE OF SAG HARBOR, NEW YORK. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE PROMOTION OF LOCAL HISTORY FOR THE VILLAGE OF SAG HARBOR, NEW YORK. | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 12302 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 12302 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| NANCY F ACHENBACH | ||||||||
| PO BOX 1709 | SAG HARBOR | NY | 11963 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| ROBERT ESPACH ESQ | ||||||||
| PO BOX 1709 | SAG HARBOR | NY | 11963 | TRASURER | 5.00 | 0 | 0 | 0 |
| TUCKER ROTH | ||||||||
| PO BOX 1709 | SAG HARBOR | NY | 11963 | RECORDING SECRETARY | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAG HARBOR HISTORICAL SOCIETY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SAG HARBOR NEW YORK | AddressLine1 |
| City | SAG HARBOR | City |
| State | NY | State |
| ZIP Code | 11963 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6317254496 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19095 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31603 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22226 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14350 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22490 | CurrentTaxYear |
| Total | 109764 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79565 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31222 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23927 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2413 | CurrentTaxYear |
| Total | 140999 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 98660 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62825 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46153 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18222 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24903 | CurrentTaxYear |
| Total | 250763 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 250763 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 135 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 194 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24 | CurrentTaxYear |
| Total | 501 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 135 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 194 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24 | CurrentTaxYear |
| Total | 501 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 98795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63019 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46251 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18272 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24927 | CurrentTaxYear |
| Total | 251264 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99800 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00200 | InvestmentIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MAIN STREET GALA | NameOfEvent1 |
| Gross Receipts Event1 | 35190 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 35190 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 14292 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 35190 | GrossReceiptsTotal |
| Gross Revenue Total Events | 35190 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 14292 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 14292 | DirectExpenseSummaryEvents |
| Net Income Summary | 20898 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER REVENUE | FORM 990-EZ, PART I, LINE 8 | DESCRIPTION: INTEREST INCOME. AMOUNT: 24. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: OFFICE. AMOUNT: 1,588. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 12,302. DESCRIPTION: ARCHIVING AND OFFICE ADMINISTRATION. AMOUNT: 4,400. DESCRIPTION: DUES. AMOUNT: 145. DESCRIPTION: INSURANCE. AMOUNT: 4,827. DESCRIPTION: ANNUAL MEETING. AMOUNT: 1,296. DESCRIPTION: ROYALTIES PAID. AMOUNT: 661. DESCRIPTION: ADVERTISING. AMOUNT: 1,017. TOTAL TO FORM 990-EZ, LINE 16: 26,236. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |
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