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WINCHESTER HISTORICAL SOCIETY INC: Form 990EZ, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
WINCHESTER HISTORICAL SOCIETY INC (EIN 23-7383040)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-06-16
IRS object ID
201121679349200512
Schema version
2010v3.2
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

FieldValueIRS element (for citing)
Timestamp2011-06-16T15:49:59-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1STONE & COMPANY LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line157 BEDFORD ST STE 225AddressLine1
CityLEXINGTONCity
StateMAState
ZIP Code024204443ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237383040EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1WINCHESTER HISTORICAL SOCIETY INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlWINCNameControl
Phone7817210135Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 127AddressLine1
CityWINCHESTERCity
StateMAState
ZIP Code01890ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDOUGLAS MARMONName
TitleTREASURERTitle
Phone7817210135Phone
Date Signed2011-06-03DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMATTHEW P STONE CPAName
Phone7818636300Phone
Date Prepared2011-06-03DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Web SiteWWW.WINCHESTERHISTORICALSOCIETY.ORGWebSite
Organization501c3XOrganization501c3
Gross Receipts92504GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Contributions Gifts Grants Etc66661ContributionsGiftsGrantsEtc
Program Service Revenue10143ProgramServiceRevenue
Membership Dues14865MembershipDues
Investment Income835InvestmentIncome
Total Revenue92504TotalRevenue
Fees And Oth Pymt To Ind Contractors25883FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint6162OccupancyRentUtilitiesAndMaint
Printing Publications Postage5025PrintingPublicationsPostage
Other Expenses Total10657OtherExpensesTotal
Total Expenses47727TotalExpenses
Excess Or Deficit For Year44777ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY270288NetAssetsOrFundBalancesBOY
Other Changes In Net Assets0OtherChangesInNetAssets
Net Assets Or Fund Balances EOY315065NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY91576BOY
EOY118938EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY178712BOY
EOY196127EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY270288BOY
EOY315065EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY270288BOY
EOY315065EOY
FieldValueIRS element (for citing)
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Primary Exempt PurposeEDUCATIONAL ORGANIZATION TO STIMULATE AN INTEREST IN WINCHESTER, MASSACHUSETTS' HISTORY THROUGH PUBLIC PROGRAMS; TO COLLECT AND PRESERVE ARCHIVAL RECORDS AND ARTIFACTS; AND TO PROMOTE SCHOLARSHIP AND STUDY OF THE TOWN'S HISTORY THROUGH THE SOCIETY'S WEBSITE, NEWSLETTERS AND OTHER PUBLICATIONS. THE ORGANIZATION ALSO PROMOTES AND CARRIES OUT, FOR THE BENEFIT OF THE GENERAL PUBLIC, THE PRESERVATION OF THOSE SIGNIFICANT ARCHITECTURAL, HISTORICAL AND CULTURAL RESOURCES OF WINCHESTER, INCLUDING THE SANBORN HOUSE HISTORICAL AND CULTURAL CENTER.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment (3 entries)

Description Program Service AccomDescriptionProgramServiceAccomGrants And AllocationsGrantsAndAllocationsProgram Service ExpensesProgramServiceExpenses
EDUCATIONAL PUBLIC PROGRAMS AND EXHIBITS RELATED TO THE HISTORY OF WINCHESTER, MASSACHUSETTS.028900
PUBLICATIONS OF NEWSLETTERS, BOOKS AND BOOKLETS TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF WINCHESTER, MASSACHUSETTS.04138
PRESERVE AND COLLECT HISTORICAL TREASURES, BUILDINGS, PAINTINGS, PRINTS AND MAPS ALONG WITH OTHER COSTUMES, ARTIFACTS AND HISTORICAL AND CULTURAL RESOURCES RELATED TO THE TOWN OF WINCHESTER, MASSACHUSETTS, INCLUDING THE SANBORN HOUSE HISTORICAL AND CULTURAL CENTER.011214
FieldValueIRS element (for citing)
Total Program Service Expenses44252TotalProgramServiceExpenses
Info In Schedule O Part IVXInfoInScheduleOPartIV

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT COLT
15 HIGH STREETWINCHESTERMA01890PRESIDENT10.00000
NANCY SCHROCK
15 HIGH STREETWINCHESTERMA01890VICE PRESIDENT10.00000
DOUGLAS MARMON
15 HIGH STREETWINCHESTERMA01890TREASURER10.00000
ELIZABETH CREGGER
15 HIGH STREETWINCHESTERMA01890DIRECTOR2.00000
CAROL KELLER
15 HIGH STREETWINCHESTERMA01890DIRECTOR2.00000
SUSAN KEATS
15 HIGH STREETWINCHESTERMA01890DIRECTOR2.00000
MICHAEL MANZO
15 HIGH STREETWINCHESTERMA01890DIRECTOR2.00000
LAURI MINNITI
15 HIGH STREETWINCHESTERMA01890DIRECTOR2.00000
NANCY O'HERRON
15 HIGH STREETWINCHESTERMA01890DIRECTOR2.00000
THOMAS SEVIGNY
15 HIGH STREETWINCHESTERMA01890DIRECTOR2.00000
DAVID STIRLING
15 HIGH STREETWINCHESTERMA01890DIRECTOR2.00000
PAULA SWARTZ
15 HIGH STREETWINCHESTERMA01890DIRECTOR2.00000
FieldValueIRS element (for citing)
Info In Schedule O Part VXInfoInScheduleOPartV
Activities Not Previously Rpt0ActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc Doc0MadeChangesToOrgnzngEtcDoc
Organization Had UBI0OrganizationHadUBI
Organization Dissolved Etc0OrganizationDissolvedEtc
Direct Indirect Political Expend0DirectIndirectPoliticalExpend
Made Loans To From Officers0MadeLoansToFromOfficers
Tax Imposed Under IRC49110TaxImposedUnderIRC4911
Tax Imposed Under IRC49120TaxImposedUnderIRC4912
Tax Imposed Under IRC49550TaxImposedUnderIRC4955
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTrans
Amount Of Tax Imposed On Org Mgr0AmountOfTaxImposedOnOrgMgr
Amount Of Tax Reimbursed By Org0AmountOfTaxReimbursedByOrg
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledMAStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line115 HIGH STREETAddressLine1
CityWINCHESTERCity
StateMAState
ZIP Code01890ZIPCode
FieldValueIRS element (for citing)
Telephone Number7817210135TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccount
Foreign Office0ForeignOffice
Maintain Any Donor Advised Funds0MaintainAnyDonorAdvisedFunds
Does Org Have Hospital0DoesOrgHaveHospital
Tanning Services Provided0TanningServicesProvided
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction With Control Entity0TransactionWithControlEntity
Engage Political Cmpgn Activities0EngagePoliticalCmpgnActivities
Engage In Lobbying Activities0EngageInLobbyingActivities
Operating School0OperatingSchool
Trnsfrs Exempt Non Char Related Org0TrnsfrsExemptNonCharRelatedOrg
Part VI Of Comp Of Highest Paid EmplNONEPartVIOfCompOfHighestPaidEmpl
Part VIA Hghst Paid Cntrct Prof SerNONEPartVIAHghstPaidCntrctProfSer
Filed Schedule A1FiledScheduleA

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years156462CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years105124CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years63480CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year42195CurrentTaxYearMinus1Year
Current Tax Year81526CurrentTaxYear
Total448787Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years156462CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years105124CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years63480CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year42195CurrentTaxYearMinus1Year
Current Tax Year81526CurrentTaxYear
Total448787Total
FieldValueIRS element (for citing)
Public Support Total170448787PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years485CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6382CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years3140CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year901CurrentTaxYearMinus1Year
Current Tax Year835CurrentTaxYear
Total11743Total
FieldValueIRS element (for citing)
Total Support460530TotalSupport
Gross Receipts From Admissions Etc33501GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.97450PublicSupportPertcentage170
Public Support Pertcent Prior Year0.97150PublicSupportPertcentPriorYear
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 O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER INVESTMENT INCOMEFORM 990-EZ, PART I, LINE 4INTEREST 835.. TOTAL TO FORM 990-EZ, LINE 14: 6,162.
OCCUPANCY, RENT, UTILITIES AND MAINTENENCEFORM 990-EZ, PART I, LINE 14DESCRIPTION: DEPRECIATION. AMOUNT: 1,071. DESCRIPTION: OTHER EXPENSES. AMOUNT: 5,091.
OTHER EXPENSESFORM 990-EZ, PART I, LINE 16DESCRIPTION: OFFICE EXPENSES. AMOUNT: 2,721. DESCRIPTION: INSURANCE. AMOUNT: 1,789. DESCRIPTION: PUBLICITY. AMOUNT: 720. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 1,042. DESCRIPTION: BUILDING AND GROUNDS. AMOUNT: 2,240. DESCRIPTION: BANK CHARGES AND FEES. AMOUNT: 120. DESCRIPTION: WEBSITE. AMOUNT: 134. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 170. DESCRIPTION: COMPUTER EXPENSE. AMOUNT: 122. DESCRIPTION: FURNISHINGS. AMOUNT: 1,449. DESCRIPTION: CUSTODIAL SERVICES. AMOUNT: 150. TOTAL TO FORM 990-EZ, LINE 16: 10,657.
OTHER ASSETSFORM 990-EZ, PART II, LINE 24DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 13,380. END OF YEAR AMOUNT: 13,567. DESCRIPTION: LEASEHOLD IMPROVEMENTS - HISTORICAL TREASURE. BEG. OF YEAR AMOUNT: 160,063. END OF YEAR AMOUNT: 178,362. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 5,269. END OF YEAR AMOUNT: 4,198.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE 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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