FALL RIVER HISTORICAL SOCIETY: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: FALL RIVER HISTORICAL SOCIETY (EIN 04-2125012)
Tax period: 2010-05-01 to 2011-04-30
Filed: 2011-09-01
IRS object ID: 201122449349100402
Schema version: 2010v3.4
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
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Land Schedule2
Investments Other Schedule2
Land Etc Schedule2
Mortgages And Notes Payable Sch
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-09-01T09:29:30-05:00	Timestamp
Tax Period End Date	2011-04-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MEYER REGAN & WILNER LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 831	AddressLine1
City	FALL RIVER	City
State	MA	State
ZIP Code	027220831	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-05-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	042125012	EIN

Name Name

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

Field	Value	IRS element (for citing)
Name Control	FALL	NameControl
Phone	5086791071	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	451 ROCK STREET	AddressLine1
City	FALL RIVER	City
State	MA	State
ZIP Code	02720	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	BETTY WELCH	Name
Title	TREASURER	Title
Phone	5086791071	Phone
Date Signed	2011-08-30	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	JAMES BJORGE	Name
Phone	5086796451	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	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	1363533	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	115667	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	151	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	151	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	151	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	20104	DividendsRevAndExpnss
Dividends Net Invst Incm	20104	DividendsNetInvstIncm
Dividends Adj Net Incm	20104	DividendsAdjNetIncm
Gross Rents Rev And Expnss	9600	GrossRentsRevAndExpnss
Gross Rents Net Invst Incm	9600	GrossRentsNetInvstIncm
Gross Rents Adj Net Incm	9600	GrossRentsAdjNetIncm
Net Rental Income Or Loss	-14046	NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss	80763	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	255609	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	80763	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	715	NetSTCGAdjNetIncm
Gross Sales Less Returns And Allwnc	85064	GrossSalesLessReturnsAndAllwnc
Cost Of Goods Sold	52150	CostOfGoodsSold
Gross Profit Rev And Expnss	32914	GrossProfitRevAndExpnss
Gross Profit Adj Net Incm	32914	GrossProfitAdjNetIncm
Other Income Rev And Expnss	49611	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	0	OtherIncomeNetInvstIncm
Other Income Adj Net Incm	49611	OtherIncomeAdjNetIncm
Total Revenue And Expenses	308810	TotalRevenueAndExpenses
Total Net Investment Income	110618	TotalNetInvestmentIncome
Total Adjusted Net Income	113095	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	44400	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	4440	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm	8880	CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	31080	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	49428	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	5053	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Adj Net Incm	11941	OthEmplSlrsWgsAdjNetIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	32434	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	15075	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	0	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Adj Net Incm	3345	PensionEmplBnftAdjNetIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	11730	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	3000	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	0	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	3000	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	5087	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	5087	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	5087	OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss	7028	InterestRevAndExpnss
Interest Net Invst Incm	0	InterestNetInvstIncm
Interest Adj Net Incm	1406	InterestAdjNetIncm
Interest Dsbrs Chrtbl Prps	5622	InterestDsbrsChrtblPrps
Taxes Rev And Expnss	7535	TaxesRevAndExpnss
Taxes Net Invst Incm	0	TaxesNetInvstIncm
Taxes Adj Net Incm	1701	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	5835	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	47774	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	6300	DeprecAndDepletionNetInvstIncm
Deprec And Depletion Adj Net Incm	35174	DeprecAndDepletionAdjNetIncm
Occupancy Rev And Expnss	29995	OccupancyRevAndExpnss
Occupancy Net Invst Incm	3300	OccupancyNetInvstIncm
Occupancy Adj Net Incm	8774	OccupancyAdjNetIncm
Occupancy Dsbrs Chrtbl Prps	18082	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	2039	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	0	TravConfMeetingNetInvstIncm
Trav Conf Meeting Adj Net Incm	408	TravConfMeetingAdjNetIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	1631	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	577	PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm	0	PrintingAndPubNetInvstIncm
Printing And Pub Adj Net Incm	115	PrintingAndPubAdjNetIncm
Printing And Pub Dsbrs Chrtbl Prps	462	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	65653	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	22661	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	43422	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	277591	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	24180	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	99492	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	153298	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	0	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	277591	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	24180	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	99492	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	153298	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	31219	ExcessOfRevenueOverExpenses
Net Investment Income	86438	NetInvestmentIncome
Adjusted Net Income	13603	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	625	CashBOY
Cash EOY	625	CashEOY
Cash EOYFMV	625	CashEOYFMV
Savings And Temp Cash Invst BOY	93666	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	138153	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	138153	SavingsAndTempCashInvstEOYFMV
Pledges Receivable	450	PledgesReceivable
Pledges Receivable BOY	4275	PledgesReceivableBOY
Pledges Receivable EOY	450	PledgesReceivableEOY
Pledges Receivable EOYFMV	450	PledgesReceivableEOYFMV
Inventories For Sale Or Use BOY	46943	InventoriesForSaleOrUseBOY
Inventories For Sale Or Use EOY	36496	InventoriesForSaleOrUseEOY
Inventories For Sale Or Use EOYFMV	36496	InventoriesForSaleOrUseEOYFMV
Prepaid Expenses BOY	1996	PrepaidExpensesBOY
Prepaid Expenses EOY	3377	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	3377	PrepaidExpensesEOYFMV
Investments Govt Oblig BOY	186536	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	157918	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	157918	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	258324	InvestmentsCorpStockBOY
Investments Corp Stock EOY	331003	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	331003	InvestmentsCorpStockEOYFMV
Investments Land Etc Basis	281465	InvestmentsLandEtcBasis
Accum Deprec Investments Land Etc	200789	AccumDeprecInvestmentsLandEtc
Investments Land Etc BOY	93276	InvestmentsLandEtcBOY
Investments Land Etc EOY	80676	InvestmentsLandEtcEOY
Investments Land Etc EOYFMV	80676	InvestmentsLandEtcEOYFMV
Investments Other BOY	27348	InvestmentsOtherBOY
Investments Other EOY	2894	InvestmentsOtherEOY
Investments Other EOYFMV	2894	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	880401	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	482015	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	405630	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	398386	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	398386	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	197421	OtherAssetsBOY
Other Assets EOY	213555	OtherAssetsEOY
Other Assets EOYFMV	213555	OtherAssetsEOYFMV
Total Assets BOY	1316040	TotalAssetsBOY
Total Assets EOY	1363533	TotalAssetsEOY
Total Assets EOYFMV	1363533	TotalAssetsEOYFMV
Accounts Payable BOY	1955	AccountsPayableBOY
Accounts Payable EOY	2745	AccountsPayableEOY
Deferred Revenue BOY	3663	DeferredRevenueBOY
Deferred Revenue EOY	3663	DeferredRevenueEOY
Mortgages And Notes Payable BOY	205000	MortgagesAndNotesPayableBOY
Mortgages And Notes Payable EOY	245000	MortgagesAndNotesPayableEOY
Other Liabilities BOY	2440	OtherLiabilitiesBOY
Other Liabilities EOY	2405	OtherLiabilitiesEOY
Total Liabilities BOY	213058	TotalLiabilitiesBOY
Total Liabilities EOY	253813	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	518816	UnrestrictedBOY
Unrestricted EOY	464625	UnrestrictedEOY
Temporarily Restricted BOY	83016	TemporarilyRestrictedBOY
Temporarily Restricted EOY	127811	TemporarilyRestrictedEOY
Permanently Restricted BOY	501150	PermanentlyRestrictedBOY
Permanently Restricted EOY	517284	PermanentlyRestrictedEOY
Total Net Assets BOY	1102982	TotalNetAssetsBOY
Total Net Assets EOY	1109720	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1316040	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	1363533	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1102982	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	31219	ExcessOfRevenueOverExpenses
Other Increases	135761	OtherIncreases
Subtotal	1269962	Subtotal
Other Decreases	160242	OtherDecreases
Total Net Assets Fund Balances EOY	1109720	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses	Date AcquiredDateAcquired	Date SoldDateSold
PUBLICLY TRADED SECURITIES	P	253354	173306	80048	80048
DOW CHEMICAL	P	2255	1540	715	715	2010-05-21	2011-03-09

Field	Value	IRS element (for citing)
Capital Gain Net Income	80763	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	715	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	161759	QualifyingDistributionsYear1
Noncharitable Assets Year1	504698	NoncharitableAssetsYear1
Distribution Ratio Year1	0.320507	DistributionRatioYear1
Qualifying Distributions Year2	174270	QualifyingDistributionsYear2
Noncharitable Assets Year2	514746	NoncharitableAssetsYear2
Distribution Ratio Year2	0.338555	DistributionRatioYear2
Qualifying Distributions Year3	172215	QualifyingDistributionsYear3
Noncharitable Assets Year3	598619	NoncharitableAssetsYear3
Distribution Ratio Year3	0.287687	DistributionRatioYear3
Qualifying Distributions Year4	182989	QualifyingDistributionsYear4
Noncharitable Assets Year4	599060	NoncharitableAssetsYear4
Distribution Ratio Year4	0.305460	DistributionRatioYear4
Qualifying Distributions Year5	201416	QualifyingDistributionsYear5
Noncharitable Assets Year5	577645	NoncharitableAssetsYear5
Distribution Ratio Year5	0.348685	DistributionRatioYear5
Total Distribution Ratio	1.600894	TotalDistributionRatio
Average Distribution Ratio	0.320179	AverageDistributionRatio
Net Noncharitable Assets	288121	NetNoncharitableAssets
Adjusted Noncharitable Assets	92250	AdjustedNoncharitableAssets
One Percent Net Investment Income	864	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	93114	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	153298	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	864	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	864	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	864	TaxBasedOnInvestmentIncome
Total Credits And Payments	0	TotalCreditsAndPayments
Penalty For Underpayment	5	PenaltyForUnderpayment
Tax Due	869	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	0	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	1	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	WWW.LIZZIEBORDEN.ORG	WebsiteAddress
Books In Care Of Person Name	BETTY M WELCH TREASURER	BooksInCareOfPersonName
Books In Care Of Phone Number	5086791071	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	451 ROCK STREET	AddressLine1
City	FALL RIVER	City
State	MA	State
ZIP Code	02720	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

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
MICHAEL MARTINS
451 ROCK STREET	FALL RIVER	MA	02720	CURATOR	40.00	44400	0	0
ELIZABETH WELLS DENNING
451 ROCK STREET	FALL RIVER	MA	02720	PRESIDENT	3.00	0	0	0
JAY LAMBERT
451 ROCK STREET	FALL RIVER	RI	02720	VICE PRESIDENT	1.00	0	0	0
KATHLEEN ROCKETT
451 ROCK STREET	FALL RIVER	MA	02720	SECRETARY	2.50	0	0	0
BETTY M WELCH
451 ROCK STREET	FALL RIVER	MA	02720	TREASURER	10.00	0	0	0
GERALDINE SILVA
451 ROCK STREET	FALL RIVER	MA	02720	ASST TREASURER	0.25	0	0	0
JOSEPH BORGES
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
MARJORIE CONDON
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
JOHN W CUMMINGS
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
THOMAS DURKIN
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
ANGELINA GASTALL
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
MARK GENDREAU
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
JAMES KAY
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
ROBERT KITCHEN
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
ALBERTINA PACHECO
451 ROCK STREET	FALL RIVER	RI	02720	DIRECTOR	0.25	0	0	0
RICHARD PARTRIDGE
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
MARILYN PELTO
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0
PHILIP T SILVIA
451 ROCK STREET	FALL RIVER	MA	02720	DIRECTOR	0.25	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	OPERATING AND MAINTAINING THE FALL RIVER HISTORICAL SOCIETY BUILDINGS AND MUSEUM ARTIFACTS AT 451 ROCK STREET AND 458 HIGH STREET IN FALL RIVER, MA	Description1
Expenses1	277591	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	482012	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	55497	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	537509	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	245000	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	292509	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	4388	CashDeemedCharitable
Net Noncharitable Assets	288121	NetNoncharitableAssets
Minimum Investment Return	14406	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	153298	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	153298	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	864	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	152434	AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

Field	Value	IRS element (for citing)
Date Of Ruling	1949-06-01	DateOfRuling
Section4942j3	X	Section4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	13603	CurrentYear
Year1	0	Year1
Year2	10813	Year2
Year3	6367	Year3
Total	30783	Total

Percent85 Of Lessor Percent85OfLessor

Field	Value	IRS element (for citing)
Current Year	11563	CurrentYear
Year1	0	Year1
Year2	9191	Year2
Year3	5412	Year3
Total	26166	Total

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Current Year	153298	CurrentYear
Year1	161928	Year1
Year2	174270	Year2
Year3	172215	Year3
Total	661711	Total

Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly

Field	Value	IRS element (for citing)
Current Year	0	CurrentYear
Year1	0	Year1
Year2	0	Year2
Year3	0	Year3
Total	0	Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

Field	Value	IRS element (for citing)
Current Year	153298	CurrentYear
Year1	161928	Year1
Year2	174270	Year2
Year3	172215	Year3
Total	661711	Total

Total Assets TotalAssets

Field	Value	IRS element (for citing)
Total	0	Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

Field	Value	IRS element (for citing)
Total	0	Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

Field	Value	IRS element (for citing)
Current Year	9604	CurrentYear
Year1	16823	Year1
Year2	17158	Year2
Year3	19954	Year3
Total	63539	Total

Total Support TotalSupport

Field	Value	IRS element (for citing)
Total	0	Total

Public Support PublicSupport

Field	Value	IRS element (for citing)
Total	0	Total

Largest Support From EO LargestSupportFromEO

Field	Value	IRS element (for citing)
Total	0	Total

Gross Investment Income GrossInvestmentIncome

Field	Value	IRS element (for citing)
Total	0	Total

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected
Tot Grant Or Contri Paid During Year	0	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Program Service Revenue Part VII ProgramServiceRevenuePartVII

Field	Value	IRS element (for citing)
Description	ADMISSIONS	Description
Related Or Exempt Function Income	8060	RelatedOrExemptFunctionIncome

Membership Dues And Assessments MembershipDuesAndAssessments

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	21639	RelatedOrExemptFunctionIncome

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$151	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$20,104	ExclusionAmount

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion Code	16	ExclusionCode
Exclusion	-$14,046	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$80,763	ExclusionAmount

Net Income Loss From Special Events NetIncomeLossFromSpecialEvents

Field	Value	IRS element (for citing)
Exclusion Code	01	ExclusionCode
Exclusion	$6,556	ExclusionAmount

Gross Profit Loss Sales Of Invntry GrossProfitLossSalesOfInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	32914	RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	GARDEN & TEA ROOM RENTALS	Description
Exclusion Code	16	ExclusionCode
Exclusion	$2,650	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$96,178	ExclusionAmount
Related Or Exempt Function Income	62613	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	158791	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumber	Relationship StatementRelationshipStatement
1,2&	INCOME SIGNIFICANT FOR PURPOSE OF ACQUIRING, CATALOGING AND DISPLAYING
10	ITEMS OF HISTORICAL SIGNIFICANCE

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (5 entries)

Contributor NumberContributorNumber	Contributor Name IndividualContributorNameIndividual	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType
(no name)
1	ROGERS FOUNDATION	PO BOX 2509	FALL RIVER	MA	02720	11000	X
(no name)
2	ZELMA BRAGA	640 LANGLEY STREET	FALL RIVER	MA	02720	12500	X
CITIZENS-UNION SAVINGS BANK
3		4 SOUTH MAIN STREET	FALL RIVER	MA	02720	10000	X
GRIMSHAW-GUDEWICZ CHARITABLE FOUNDATION
4		PO BOX 789	FALL RIVER	MA	02722	7000	X
TWENTY-SEVEN FOUNDATION
5		777 MAIN STREET	WESTON	CT	06883	20000	X

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	AUDIT/ACCOUNTING/TAX	Category
Amount	$3,000	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	3000	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (11 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome
EATON HOUSE	1989-09-01	136239	102587	SL	27.500000000000	4954	4954	4954
IMPROVEMENTS - EATON HOUSE	1991-06-30	76386	56654	SL	27.500000000000	2347	2347	2347
IMPROVEMENTS - EATON HOUSE	2001-09-15	20663	6509	SL	27.500000000000	751	751	751
APPLIANCES	2001-07-30	1000	1000	SL	5.000000000000	0	0	0
FENCE	2003-12-22	5091	2148	SL	15.000000000000	339	339	339
TEA ROOM RESTORATIONS	2005-10-01	42086	19291	SL	10.000000000000	4209	4209	4209
IMPROVEMENTS - MUSEUM	2000-12-31	764007	368070	SL	15.000000000000	31500	0	31500
EQUIPMENT	2005-11-30	39243	30623	SL	7.000000000000	2601	0	2601
GARDEN FURNITURE	2002-01-01	42006	40933	SL	7.000000000000	1073	0	1073
EQUIPMENT	2011-04-30	6812		SL	7.000000000000	0	0	0
IMPROVEMENTS - MUSEUM	2011-04-30	21118		SL	39.000000000000	0	0	0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	COMMON STOCK	NameOfStock
EOY Book Value	331003	EOYBookValue
EOYFMV	331003	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	157918	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	157918	USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val	0	StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV	0	StateLocalSecuritiesEOYFMV

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLand (6 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
EATON HOUSE	136239	107541	28698
IMPROVEMENTS - EATON HOUSE	76386	59001	17385
IMPROVEMENTS - EATON HOUSE	20663	7260	13403
APPLIANCES	1000	1000
FENCE	5091	2487	2604
TEA ROOM RESTORATIONS	42086	23500	18586

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	MONEY MARKET FUNDS	CategoryOrItem
Listed At Cost Or FMV	FMV	ListedAtCostOrFMV
Book Value	2894	BookValue
EOYFMV	2894	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc (6 entries)

Category Or ItemCategoryOrItem	Cost Or Other BasisCostOrOtherBasis	Accumulated DepreciationAccumulatedDepreciation	Book ValueBookValue
IMPROVEMENTS - MUSEUM	764007	399570	364437
EQUIPMENT	39243	33224	6019
GARDEN FURNITURE	42006	42006
WEB SITE DEVELOP COSTS	7215	7215
EQUIPMENT	6812	0	6812
IMPROVEMENTS - MUSEUM	21118	0	21118

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayable (3 entries)

Relationship To InsiderRelationshipToInsider	Original Amount Of LoanOriginalAmountOfLoan	Balance DueBalanceDue	Date Of NoteDateOfNote	Maturity DateMaturityDate	Repayment TermsRepaymentTerms	Interest RateInterestRate	Security Provided By BorrowerSecurityProvidedByBorrower	Purpose Of LoanPurposeOfLoan	Desc Of Lender ConsiderationDescOfLenderConsideration	Consideration FmvConsiderationFmv
CITIZENS UNION SAVINGS BANK
NONE	175000	175000	2001-01	2010-08	MONTHLY PAYMENTS	4.000000000000	INVESTMENTS	WORKING CAPITAL	CASH	175000
CITIZENS UNION SAVINGS BANK
NONE	55000	0	2010-04	2010-07	MONTHLY PAYMENTS	4.000000000000	INVESTMENTS	WORKING CAPITAL	CASH	55000
CITIZENS UNION SAVINGS BANK
NONE	70000	70000	2011-04	2016-04	MONTHLY PAYMENTS	5.750000000000	INVESTMENTS	WORKING CAPITAL	CASH	70000

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	BENEFICIAL INTEREST IN PERPETUAL TRUST	Description
BOY Book Value	197421	BOYBookValue
EOY Book Value	213555	EOYBookValue
EOYFMV	213555	EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (3 entries)

DescriptionDescription	AmountAmount
UNREALIZED LOSS ON INVESTMENTS	$40,615
NET ASSETS RELEASED FROM RESTRICTIONS	$37,416
TEMPORARILY RESTRICTED CONTRIBUTIONS	$82,211

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (12 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
ADVERTISING	7776	1555	6221
INSURANCE	11471	2294	9346
OFFICE SUPPLIES & EXPENSE	12210	2442	9718
SUPPLIES	2083	417	1321
OTHER	3927	785	2619
YARD EXPENSE	6049	1210	5060
DIRECT EXPENSES FOR SPECIAL EVENTS	10706	10706	1254
POSTAGE	2009	402	1607
TEA ROOM OPERATING EXP	1696	1696	0
ARCHIVES	1400	280	1036
BOOK EXPENSE	5452	0	5240
CHRISTMAS DECORATIONS	874	874	0

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Adjusted Net IncomeAdjustedNetIncome
ADMISSIONS	8060	8060
GARDEN & TEA ROOM RENTALS	2650	2650
MEMBERSHIP DUES AND ASSESSMENTS	21639	21639
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS	17262	17262

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases (3 entries)

DescriptionDescription	AmountAmount
UNREALIZED GAIN ON PERPETUAL TRUST	$16,134
NET ASSETS RELEASED FROM RESTRICTIONS	$37,416
TEMPORARILY RESTRICTED CONTRIBUTIONS	$82,211

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue
ACCRUED PAYROLL	1690	1655
TENANT SECURITY DEPOSIT	750	750

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$5,087	Amount
Net Investment Income	5087	NetInvestmentIncome
Adjusted Net Income	5087	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategory	AmountAmount	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
PAYROLL TAXES	$7,281	1616	5666
ANNUAL REPORTS	$70	70	0
MASS FORM PC	$15	15	0
FEDERAL INCOME TAX	$169	0	169