BRONX COUNTY HISTORICAL SOCIETY: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
BRONX COUNTY HISTORICAL SOCIETY (EIN 13-6153378)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-09-23
IRS object ID
201112669349300306
Schema version
2009v1.7
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

FieldValueIRS element (for citing)
Timestamp2011-09-23T09:10:56-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1D'Arcangelo & Co LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1800 Westchester Ave Suite N-400AddressLine1
CityRye BrookCity
StateNYState
ZIP Code105731301ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136153378EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1BRONX COUNTY HISTORICAL SOCIETYBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlBRONNameControl
Phone7188818900Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13309 BAINBRIDGE AVENUEAddressLine1
CityBRONXCity
StateNYState
ZIP Code10467ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDR GARY D HERMALYNName
TitleEXECUTIVE DIRECTORTitle
Phone7188818900Phone
Date Signed2011-05-16DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDebra A MarelloName
Phone9146944600Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDR GARY D HERMALYNNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13309 BAINBRIDGE AVENUEAddressLine1
CityBRONXCity
StateNYState
ZIP Code10467ZIPCode
FieldValueIRS element (for citing)
Gross Receipts594900GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.BRONXHISTORICALSOCIETY.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1955YearFormation
State Legal DomicileNYStateLegalDomicile
Activity Or Mission DescriptionTO OPERATE HISTORIC FACILITIES, RESEARCH LIBRARIES AND ARCHIVES; EDUCATIONAL PROGRAMS; PUBLISHING AND RESEARCH OF ITEMS OF HISTORIC IMPORTANCE INCLUDING MAINTENANCE OF MUSEUM COLLECTIONS PRIMARILY RELATED TO THE LIFE AND HISTORY OF BRONX COUNTY, NEW YORK AND LOWER WESTCHESTER COUNTY.ActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers30TotalNbrVolunteers
Total Gross UBI7261TotalGrossUBI
Net Unrelated Business Txbl Income-1983NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year579254ContributionsGrantsPriorYear
Contributions Grants Current Year424181ContributionsGrantsCurrentYear
Program Service Revenue Prior Year20439ProgramServiceRevenuePriorYear
Program Service Revenue CY16064ProgramServiceRevenueCY
Investment Income Prior Year-837InvestmentIncomePriorYear
Investment Income Current Year7025InvestmentIncomeCurrentYear
Other Revenue Prior Year95302OtherRevenuePriorYear
Other Revenue Current Year48490OtherRevenueCurrentYear
Total Revenue Prior Year694158TotalRevenuePriorYear
Total Revenue Current Year495760TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year412635SalariesEtcPriorYear
Salaries Etc Current Year301339SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year23745TotalFundrsngExpCurrentYear
Other Expense Prior Year336634OtherExpensePriorYear
Other Expenses Current Year219492OtherExpensesCurrentYear
Total Expenses Prior Year749269TotalExpensesPriorYear
Total Expenses Current Year520831TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-55111RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-25071RevenuesLessExpensesCY
Total Assets BOY1265673TotalAssetsBOY
Total Assets EOY1351996TotalAssetsEOY
Total Liabilities BOY316987TotalLiabilitiesBOY
Total Liabilities EOY508704TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY948686NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY843292NetAssetsOrFundBalancesEOY
Mission DescriptionThe Bronx is a microcosm of the story of America. The Bronx is home to 1.2 million people with a rich diversity of ethnic and cultural backgrounds. Since colonial days, The Bronx has stood at the crossroads of American History.The Bronx County Historical Society was founded in 1955 to preserve the heritage of this thriving community. The Society administers the colonial era Valentine-Varian House, which serves as the Museum of Bronx History; The Bronx County Archives; an extensive Research Library; and Poe Cottage, the final home of America's great 19th century poet and author, Edgar Allan Poe. Both historic houses are listed in the National Register of Historic Places.The Society is not only dedicated to preserving Bronx history. It also offers a variety of programs for the casual visitor, tourist, business person, student, or researcher interested in learning more about contemporary life in The Bronx.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense149030Expense
Revenue10718Revenue
DescriptionOPERATION OF LOCAL HISTORIC FACILITIES - POE COTTAGE, VALENTINE-VARIAN HOUSE AND 3309 BAINBRIDGE AVENUEDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense210637Expense
Revenue5346Revenue
DescriptionEDUCATIONAL PROGRAMS AND RESEARCH ON ITEMS OF LOCAL HISTORIC IMPORTANCE INCLUDING MAINTENANCE OF MUSEUM COLLECTIONSDescription
FieldValueIRS element (for citing)
Total Program Service Expense359667TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1DR GARY D HERMALYNBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7188818900TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line13309 BAINBRIDGE AVENUEAddressLine1
CityBRONXCity
StateNYState
ZIP Code10467ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerHighest Compensated EmployeeHighestCompensatedEmployeeReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationInstitutional TrusteeInstitutionalTrustee
GARY D HERMALYN
EXEC DIRECTOR40.00XXX10084800
JACQUELINE KUTNER
PRESIDENT5.00XX000
JOEL PODGOR
TREASURER5.00XX000
PROF LLOYD ULTAN
TRUSTEE2.00X000
ROBERT ESNARD
TRUSTEE1.00X000
ROBERT NOLAN
TRUSTEE1.00X000
TONY MORANTE
VICE PRESIDENT3.00X000
MEI SEI FONG
TRUSTEE1.00X000
LARRY BARAZZOTTO
TRUSTEE1.00X000
BALA RAO
TRUSTEE1.00X000
TIMOTHY THAYER
TRUSTEE1.00000X
BRIAN ANDERSSON
TRUSTEE1.00000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org100848TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Membership Dues14701MembershipDues
Government Grants291086GovernmentGrants
All Other Contributions118394AllOtherContributions
Noncash Contributions15449NoncashContributions
Total Contributions424181TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
ADMISSIONS6116001071810718
ROYALTIES61160053465346
FieldValueIRS element (for citing)
Total Program Service Revenue16064TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column10712TotalRevenueColumn
Exclusion$10,712ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities6Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3693Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-3687Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-3687TotalRevenueColumn
Exclusion-$3,687ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events99276GrossIncomeFundraisingEvents
Fundraising Direct Expenses63359FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column35917TotalRevenueColumn
Exclusion$35,917ExclusionAmount
FieldValueIRS element (for citing)
Gross Sales Of Inventory42686GrossSalesOfInventory
Cost Of Goods Sold32088CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column10598TotalRevenueColumn
Exclusion$10,598ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
JOURNAL ADVERTISING54180072617261
OTHER611600-5286-$5,286
FieldValueIRS element (for citing)
Total Other Revenue1975TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column495760TotalRevenueColumn
Related Or Exempt Function Income16064RelatedOrExemptFunctionIncome
Unrelated Business Revenue7261UnrelatedBusinessRevenue
Exclusion$48,254ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total100848Total
Program Services70594ProgramServices
Management And General20170ManagementAndGeneral
Fundraising10084Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total117718Total
Program Services109607ProgramServices
Management And General6489ManagementAndGeneral
Fundraising1622Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total30465Total
Program Services25117ProgramServices
Management And General3716ManagementAndGeneral
Fundraising1632Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total25898Total
Program Services21352ProgramServices
Management And General3159ManagementAndGeneral
Fundraising1387Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total26410Total
Program Services21774ProgramServices
Management And General3221ManagementAndGeneral
Fundraising1415Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total16216Total
Management And General16216ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total29346Total
Management And General29346ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total9839Total
Program Services4920ProgramServices
Management And General2952ManagementAndGeneral
Fundraising1967Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total1389Total
Program Services1389ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total37615Total
Program Services28540ProgramServices
Management And General9075ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total13207Total
Program Services9245ProgramServices
Management And General3962ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total817Total
Program Services572ProgramServices
Management And General245ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total6680Total
Management And General6680ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1530Total
Program Services1466ProgramServices
Management And General64ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total27455Total
Program Services23337ProgramServices
Management And General4118ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
UTILITIES15743110884655
PRINTING AND PUBLICATIO14253761039862657
POSTAGE12127606436382425
OTHER EXPENSES966019327728
TELEPHONE775516705529556

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total15860Total
Program Services13390ProgramServices
Management And General2470ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total520831Total
Program Services359667ProgramServices
Management And General137419ManagementAndGeneral
Fundraising23745Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY12218BOY
EOY32583EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY89892BOY
EOY24771EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY7246BOY
EOY109992EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY6256BOY
EOY87EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY71132BOY
EOY66496EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY66650BOY
EOY59236EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis306321LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec272493LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY35358BOY
EOY33828EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY265376BOY
EOY299446EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY119371BOY
EOY117934EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY592174BOY
EOY607623EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1265673BOY
EOY1351996EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY31380BOY
EOY31825EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
EOY103159EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY285607BOY
EOY301107EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY72613EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY316987BOY
EOY508704EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY948686BOY
EOY843292EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY948686BOY
EOY843292EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1265673BOY
EOY1351996EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years560474CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years520239CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years568003CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year579254CurrentTaxYearMinus1Year
Current Tax Year424181CurrentTaxYear
Total2652151Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years560474CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years520239CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years568003CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year579254CurrentTaxYearMinus1Year
Current Tax Year424181CurrentTaxYear
Total2652151Total
FieldValueIRS element (for citing)
Public Support Total1702652151PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26493CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years23814CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years43999CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4688CurrentTaxYearMinus1Year
Current Tax Year10712CurrentTaxYear
Total109706Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years725CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4629CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1800CurrentTaxYearMinus1Year
Current Tax Year7261CurrentTaxYear
Total14415Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years544CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years3592CurrentTaxYearMinus3Years
Current Tax Year Minus1 Year12738CurrentTaxYearMinus1Year
Current Tax Year-5286CurrentTaxYear
Total11588Total
FieldValueIRS element (for citing)
Total Support2787860TotalSupport
Gross Receipts From Admissions Etc659561GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.95130PublicSupportPertcentage170
Public Support Pertcent Prior Year0.94910PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Assets In Part X607147AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance474639BeginningOfYearBalance
Contributions18081Contributions
Investment Earnings Or Losses35309InvestmentEarningsOrLosses
Other Expenditures85878OtherExpenditures
End Of Year Balance442151EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance555078BeginningOfYearBalance
Contributions540Contributions
Investment Earnings Or Losses-56237InvestmentEarningsOrLosses
Other Expenditures24742OtherExpenditures
End Of Year Balance474639EndOfYearBalance
FieldValueIRS element (for citing)
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis197314OtherCostOrOtherBasis
Depreciation163486Depreciation
Book Value33828BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis10116OtherCostOrOtherBasis
Depreciation10116Depreciation
Book Value0BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis98891OtherCostOrOtherBasis
Depreciation98891Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings33828TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionCERTIFICATES OF DEPOSITDescription
Book Value117934BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities117934TotalOfBookValueSecurities

Other Assets OtherAssets (5 entries)

DescriptionDescriptionBook ValueBookValue
LIBRARY287979
MUSEUM247882
POE COTTAGE4486
ARCHIVES66800
ACCRUED INTEREST RECEIVABLE476
FieldValueIRS element (for citing)
Total Book Value Other Assets607623TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionCOMPENSATED ABSENCES AND OTHER POSTRETIREMENT OBLIGATIONSDescription
Amount$72,613Amount
FieldValueIRS element (for citing)
Total Of Amounts72613TotalOfAmounts
Total Revenue495760TotalRevenue
Total Expenses520831TotalExpenses
Excess Or Deficit For Year-25071ExcessOrDeficitForYear
Net Unrealized GL On Investments28288NetUnrealizedGLOnInvestments
Donated Services And Facilities257412DonatedServicesAndFacilities
Prior Period Adjustments-108613PriorPeriodAdjustments
Total Adjustments177087TotalAdjustments
Excess Or Deficit Per FS152016ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt875886TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments28287NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities256392DonatedSrvcAndUseOfFacilities
Other Revenues95447OtherRevenues
Revenue Not Rptd F990380126RevenueNotRptdF990
Revenue Subtotal495760RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990495760TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt872667TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities256392DonatedServicesUseOfFacilities
Other Expenses Included95444OtherExpensesIncluded
Expenses Not Rptd F990351836ExpensesNotRptdF990
Expenses Subtotal520831ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990520831TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierExplanationExplanation
Part III, Line 4:Society's Research Library is unique in New York City. It houses an extensive collection of historical information on The Bronx, including books, reports, pamphlets, microfilms, etc. It is a major resource center for high school and college students, journalists, business and government researchers and scholars who have a professional need, or curiosity, to learn more about The Bronx. In 1974, The Society's collection of historical material grew considerably when The Society assumed responsibility for nearly a million items which were then established as The Bronx County Archives. The archives contain original documents, manuscripts, books, maps and city directories going back to pre-Civil War days, covering not only Bronx history but also the history of New York City and Westchester County. The Research Library and Archives also boast an enormous collection of 19th and early 20th century photographs, prints and postcards of The Bronx. There is also an important collection of periodical literature and publications, beginning with the first issue of The Bronx Home News from 1907. Finally, there is a special collection of material on the life and works of Edgar Allan Poe. One advantage The Society's library offers researchers is direct access to the collection. They can look through historic personal papers, listen to tapes in the oral history archives, view videos or study the old photographs. The library has an easy to use cross indexed card file, full-time librarians and a quiet, personal atmosphere.
Part XII, Line 2d - Other Adjustments:PUBLICATION COSTS INCLUDED IN THE CALCULATION OF SALES OF INVENTORY: 32088. COST OF SPECIAL EVENTS: 63359.
Part XIII, Line 2d - Other Adjustments:PUBLICATION COSTS INCLUDED IN THE CALCULATION OF SALES OF INVENTORY: 32088. COST OF SPECIAL EVENTS: 63359. ROUNDING: -3.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNAMENTNameOfEvent1
Gross Receipts Event157771GrossReceiptsEvent1
Gross Revenue Event157771GrossRevenueEvent1
Food And Beverage Event110000FoodAndBeverageEvent1
Other Direct Expenses Event115438OtherDirectExpensesEvent1
Name Of Event2ERIE CANAL ARTISTIC NAVIGATION TOURNameOfEvent2
Gross Receipts Event217250GrossReceiptsEvent2
Gross Revenue Event217250GrossRevenueEvent2
Other Direct Expenses Event214489OtherDirectExpensesEvent2
Total Number Of Other Events7TotalNumberOfOtherEvents
Gross Receipts Other Events24255GrossReceiptsOtherEvents
Gross Revenue Other Events24255GrossRevenueOtherEvents
Other Direct Expenses Other Events23432OtherDirectExpensesOtherEvents
Gross Receipts Total99276GrossReceiptsTotal
Gross Revenue Total Events99276GrossRevenueTotalEvents
Food And Beverage Total Events10000FoodAndBeverageTotalEvents
Other Direct Expenses Total Events53359OtherDirectExpensesTotalEvents
Direct Expense Summary Events63359DirectExpenseSummaryEvents
Net Income Summary35917NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Schedule L IRS990ScheduleL

Loan Table LoanTable (2 entries)

Purpose Of LoanPurposeOfLoanLoan To OrganizationLoanToOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
SOL ELBAUM
FINANCING OF ARCHIVES BUILDING RENOVATIONSX$250,000125000011
LLOYD ULTAN
FINANCING OF ARCHIVES BUILDING RENOVATIONSX$126,107176107011
FieldValueIRS element (for citing)
Total Balance Due301107TotalBalanceDue

Schedule M IRS990ScheduleM

Art Historical Treasures ArtHistoricalTreasures

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions24NumberOfContributions
Method Of Determining RevenuesESTIMATED VALUEMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionFORGIVENESS OF DEBTDescription
Number Of Contributions1NumberOfContributions
Method Of Determining RevenuesFACE VALUE OF DEBT FORGIVENMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section A, line 6THE SOCIETY ENCOURAGES THOSE INTERESTED IN THE HISTORY OF THE BRONX TO JOIN THE SOCIETY AS MEMBERS. THE SOCIETY OFFERS DIFFERENT MEMBERSHIP LEVELS. AS A MEMBER OF THE BRONX COUNTY HISTORICAL SOCIETY YOU RECEIVE: A subscription to: The Bronx County Historical Society Journal published semi-annually; The Bronx Historian Newsletter; Invitation to The Society's Annual Dinner honoring The Bronx High School; Valedictorians, lectures, historical tours and educational programs. Free Admission to: - The Museum of Bronx History at 3266 Bainbridge Ave., 208th St., Bronx, N.Y. - The Edgar Allan Poe Cottage at Kingsbridge Road & Grand Concourse, Bronx, N.Y.
Form 990, Part VI, Section B, line 11THE SOCIETY HAS DELEGATED THE PREPARATION OF THE REQUIRED FILINGS TO THE EXECUTIVE DIRECTOR AND THE TREASURER IN CONSULTATION WITH THE SOCIETY'S AUDITORS. UPON COMPLETION OF THE FILINGS, THE FILINGS ARE MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. ANY QUESTIONS OR CONCERNS ARE ADDRESSED PRIOR TO FILING THE RETURNS.
Form 990, Part VI, Section B, line 12cTHE SOCIETY REQUIRES ALL BOARD MEMBERS AND SIGNIFICANT MEMBERS OF MANAGEMENT TO DISCLOSE ALL RELATIONSHIPS THAT COULD BE CONSIDERED A CONFLICT OF INTEREST AND INCLUDES THAT INFORMATION IN BOARD MINUTES AS APPLICABLE.
Form 990, Part VI, Section B, line 15SALARIES ARE DETERMINED BY THE BOARD OF DIRECTORS AFTER A REVIEW OF LOCAL SALARIES OF SIMILAR ORGANIZATIONS AND A REVIEW OF THE SOCIETY'S FINANCES.
Form 990, Part VI, Section C, line 18THE SOCIETY'S FORM 1023 IS AVAILABLE UPON REQUEST FROM THE SOCIETY. THE SOCIETY'S FORM 990 IS MADE AVAILABLE ON WWW.GUIDESTAR.ORG.
Form 990, Part VI, Section C, line 19THE SOCIETY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO ANYONE REQUESTING THE DOCUMENTS FROM THE SOCIETY. THE SOCIETY'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND ALSO ARE AVAILABLE WITH THE SOCIETY'S NEW YORK STATE CHAR-500 FILING WITH THE NEW YORK STATE OFFICE OF THE ATTORNEY GENERAL WHICH ARE MADE AVAILABLE FREE OF CHARGE ON THE ATTORNEY GENERAL'S OFFICE OF CHARITIES REGISTRATION WEBSITE.

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