HIGHLANDS HISTORICAL SOCIETY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HIGHLANDS HISTORICAL SOCIETY (EIN 23-1979461)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-14
- IRS object ID
- 201133189349305478
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T15:28:50-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 SENTRY PARK WEST SUITE 300 | AddressLine1 |
| City | BLUE BELL | City |
| State | PA | State |
| ZIP Code | 194222240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231979461 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGHLAND HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIGH | NameControl |
| Phone | 2156412687 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 SHEAFF LANE | AddressLine1 |
| City | FORT WASHINGTON | City |
| State | PA | State |
| ZIP Code | 19034 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARGARET BLEEKER BLADES | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2156412687 | Phone |
| Date Signed | 2011-11-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE ROSACPA | Name |
| Phone | 2156433900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MORRIS DISSTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 SHEAFF LANE | AddressLine1 |
| City | FORT WASHINGTON | City |
| State | PA | State |
| ZIP Code | 19034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 257633 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HIGHLANDSHISTORICAL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO ENHANCE AND PROTECT THE HISTORICAL NATURE OF THE MANSION AND GROUNDS AND PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF ITS HISTORICAL STRUCTURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 108171 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 56261 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3008 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 36156 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3463 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3063 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 43943 | OtherRevenuePriorYear |
| Other Revenue Current Year | 79295 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 158585 | TotalRevenuePriorYear |
| Total Revenue Current Year | 174775 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 128458 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 125210 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 44 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 100578 | OtherExpensePriorYear |
| Other Expenses Current Year | 86902 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 229036 | TotalExpensesPriorYear |
| Total Expenses Current Year | 212112 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -70451 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -37337 | RevenuesLessExpensesCY |
| Total Assets BOY | 396026 | TotalAssetsBOY |
| Total Assets EOY | 411123 | TotalAssetsEOY |
| Total Liabilities BOY | 18612 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 26542 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 377414 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 384581 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ENHANCE AND PROTECT THE HISTORICAL NATURE OF THE MANSION AND GROUNDS AND PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF ITS HISTORICAL STRUCTURE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 203050 | Expense |
| Revenue | 81169 | Revenue |
| Description | TO ENHANCE AND PROTECT THE HISTORICAL NATURE OF THE MANSION AND GROUNDS AND PROMOTE PUBLIC INTEREST IN THE PRESERVATION OF ITS HISTORICAL STRUCTURE. | Description |
| Total Program Service Expense | 203050 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2156412687 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7001 SHEAFF LANE FORT WASHINGTON PA | AddressLine1 |
| City | FORT WASHINGTON | City |
| State | PA | State |
| ZIP Code | 19304 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CHIP SHEPPARD | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MORRIS DISSTON | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| BERNADETTE DOUGHERTY | ||||||
| RECORDING SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JULIA DISSTON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ELEANOR KINGSBURY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| EDWIN N PROBERT | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOSE RAMOS | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LEAH RIBAND | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| F LOUISE SCARLETT | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GARY N SMITH | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KATIE MOULTON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARGARET BLEECKER BLADES | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 56227 | 0 | 7943 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 56227 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 7943 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 56261 | AllOtherContributions |
| Total Contributions | 56261 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP FEES | 900099 | 33810 | 33810 |
| TOURS/ADMISSIONS/BOOKS | 900099 | 2346 | 2346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 36156 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3108 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3108 | RelatedOrExemptFunctionIncome |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41950 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41950 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41950 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41950 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30500 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30545 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -45 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -45 | TotalRevenueColumn |
| Related Or Exempt Function Income | -45 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 89658 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 52313 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37345 | TotalRevenueColumn |
| Exclusion | $37,345 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 174775 | TotalRevenueColumn |
| Related Or Exempt Function Income | 81169 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $37,345 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64170 | Total |
| Program Services | 64170 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52551 | Total |
| Program Services | 52551 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3643 | Total |
| Program Services | 3643 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4846 | Total |
| Program Services | 4846 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9018 | Total |
| Management And General | 9018 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 804 | Total |
| Program Services | 804 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6545 | Total |
| Program Services | 6545 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5223 | Total |
| Program Services | 5223 | ProgramServices |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1282 | Total |
| Program Services | 1282 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688 | Total |
| Program Services | 688 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8124 | Total |
| Program Services | 8124 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| GARDENS/LANDSCAPING | 26660 | 26660 |
| UTILITIES | 14594 | 14594 |
| SECURITY | 3614 | 3614 |
| GRANT RELATED EXPENSES | 3409 | 3409 |
| RESTORATION EXPENSES | 2400 | 2400 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4541 | Total |
| Program Services | 4497 | ProgramServices |
| Fundraising | 44 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212112 | Total |
| Program Services | 203050 | ProgramServices |
| Management And General | 9018 | ManagementAndGeneral |
| Fundraising | 44 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40979 | BOY |
| EOY | 43187 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108561 | BOY |
| EOY | 78140 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4281 | BOY |
| EOY | 1494 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 107084 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 35389 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72383 | BOY |
| EOY | 71695 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 169072 | BOY |
| EOY | 216607 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396026 | BOY |
| EOY | 411123 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12352 | BOY |
| EOY | 9023 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5760 | BOY |
| EOY | 16719 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500 | BOY |
| EOY | 800 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18612 | BOY |
| EOY | 26542 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340356 | BOY |
| EOY | 324932 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19972 | BOY |
| EOY | 41563 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17086 | BOY |
| EOY | 18086 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 377414 | BOY |
| EOY | 384581 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396026 | BOY |
| EOY | 411123 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -37337 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 44504 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 119330 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75974 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 98402 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90071 | CurrentTaxYear |
| Total | 486584 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 102807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 119330 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75974 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 98402 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90071 | CurrentTaxYear |
| Total | 486584 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 7675 | AmountsSubstContributorsTotal |
| Public Support Total170 | 478909 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 97167 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 124036 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58204 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55238 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45013 | CurrentTaxYear |
| Total | 379658 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 866242 | TotalSupport |
| Gross Receipts From Admissions Etc | 361344 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.55290 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.57840 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 0 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17086 | BeginningOfYearBalance |
| Contributions | 1000 | Contributions |
| End Of Year Balance | 18086 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17086 | BeginningOfYearBalance |
| End Of Year Balance | 17086 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17086 | BeginningOfYearBalance |
| End Of Year Balance | 17086 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 36577 | InvestmentCostOrOtherBasis |
| Depreciation | 35389 | Depreciation |
| Book Value | 1188 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 70507 | InvestmentCostOrOtherBasis |
| Book Value | 70507 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 71695 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Amount | $800 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 800 | TotalOfAmounts |
| Total Revenue | 174775 | TotalRevenue |
| Total Expenses | 212112 | TotalExpenses |
| Excess Or Deficit For Year | -37337 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 44504 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 44504 | TotalAdjustments |
| Excess Or Deficit Per FS | 7167 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 271592 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 44504 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 44504 | RevenueNotRptdF990 |
| Revenue Subtotal | 227088 | RevenueSubtotal |
| Other Revenues Not Included | -52313 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -52313 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 174775 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 264425 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 52313 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 52313 | ExpensesNotRptdF990 |
| Expenses Subtotal | 212112 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 212112 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | INCOME USED TO SUPPORT MISSION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE SOCIETY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE STANDARD HAS NO EFFECT ON THE NET ASSETS OF THE SOCIETY. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES FROM SPECIAL EVENTS -52,313. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES FROM SPECIAL EVENTS 52,313. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CRAFT SHOW | NameOfEvent1 |
| Gross Receipts Event1 | 65870 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 65870 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 43128 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF OUTING | NameOfEvent2 |
| Gross Receipts Event2 | 6600 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 6600 | GrossRevenueEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 17188 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 17188 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 9185 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 89658 | GrossReceiptsTotal |
| Gross Revenue Total Events | 89658 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 52313 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 52313 | DirectExpenseSummaryEvents |
| Net Income Summary | 37345 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JULIA DISSTON AND MORRIS DISSTON ARE MOTHER AND SON. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY HAS MEMBERS THAT JOIN BY PAYING DUES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE SOCIETY ELECT THE DIRECTORS AT THE ANNUAL MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE ALONG WITH THE EXECUTIVE DIRECTOR. | |
| BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY AND ALL CONFLICTS ON AN ANNUAL BASIS. | FORM 990, PART VI, SECTION B, LINE 12 | |
| THE FINANCE COMMITTEE OF THE BOARD REVIEWS AND SETS COMPENSATION FOR ALL EMPLOYEES AS PART OF THE BUDGETARY PROCESS EACH YEAR. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE SOCIETY MAKES ITS FINANCIAL STATEMENTS AND OTHER PERTINENT DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 44,504. | FORM 990, PART XI, LINE 5: |
| THE FINANCE COMMITTEE ACTS AS THE OVERSIGHT BODY FOR THE AUDIT PROCESS AND APPROVAL OF THE AUDITED FINANCIAL STATEMENTS. |
Comments