HISTORICAL SOCIETY OF FREDERICK COUNTY INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL SOCIETY OF FREDERICK COUNTY INC (EIN 52-6050333)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-30
- IRS object ID
- 201141819349300309
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-30T08:31:07-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Linton Shafer Warfield & Garrett PA CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Thomas Johnson Drive | AddressLine1 |
| City | Frederick | City |
| State | MD | State |
| ZIP Code | 21702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526050333 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HISTORICAL SOCIETY OF FREDERICK | BusinessNameLine1 |
| Business Name Line2 | COUNTY INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HIST | NameControl |
| Phone | 3016631188 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 EAST CHURCH STREET | AddressLine1 |
| City | FREDERICK | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COLLEEN M REMSBERG | Name |
| Title | President | Title |
| Date Signed | 2011-06-29 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara Roman | Name |
| Phone | 3016629200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Heidi Campbell-Shoaf | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 E Church Street | AddressLine1 |
| City | FREDERICK | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1199013 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Activity Or Mission Description | THE HISTORICAL SOCIETY OF FREDERICK COUNTY IS A NON-PROFIT EDUCATIONAL ORGANIZATION DEDICATED TO INCREASING PUBLIC UNDERSTANDING AND APPRECIATION OF THE HISTORY OF FREDERICK COUNTY, MARYLAND. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 225 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 349593 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 297984 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 90526 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 86645 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -124895 | InvestmentIncomePriorYear |
| Investment Income Current Year | 71695 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 21747 | OtherRevenuePriorYear |
| Other Revenue Current Year | 24439 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 336971 | TotalRevenuePriorYear |
| Total Revenue Current Year | 480763 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 310189 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 248068 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 14777 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 256313 | OtherExpensePriorYear |
| Other Expenses Current Year | 238680 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 566502 | TotalExpensesPriorYear |
| Total Expenses Current Year | 486748 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -229531 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5985 | RevenuesLessExpensesCY |
| Total Assets BOY | 3001493 | TotalAssetsBOY |
| Total Assets EOY | 3073805 | TotalAssetsEOY |
| Total Liabilities BOY | 54533 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15530 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2946960 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3058275 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE HISTORICAL SOCIETY OF FREDERICK COUNTY IS A NON-PROFIT EDUCATIONAL ORGANIZATION DEDICATED TO INCREASING PUBLIC UNDERSTANDING AND APPRECIATION OF THE HISTORY OF FREDERICK COUNTY, MARYLAND. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 160570 | Expense |
| Description | MUSEUM - THE SOCIETY COLLECTS AND PRESERVES ARTIFACTS FOR STUDY AND EDUCATIONAL PURPOSES THAT WILL ENCOURAGE OTHERS TO DISCOVER THEIR HERITAGE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 124886 | Expense |
| Description | LIBRARY - THE SOCIETY COLLECTS AND PRESERVES DOCUMENTS FOR STUDY AND EDUCATIONAL PURPOSES THAT WILL ENCOURAGE OTHERS TO DISCOVER THEIR HERITAGE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 43447 | Expense |
| Description | BOOKSTORE - THE SOCIETY COLLECTS AND PRESERVES DOCUMENTS FOR STUDY AND EDUCATIONAL PURPOSES THAT WILL ENCOURAGE OTHERS TO DISCOVER THEIR HERITAGE. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 35682 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 364585 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 19 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | THE SOCIETY CO DUANE DOXZEN | NamePerson |
| Telephone Number | 3016631188 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 E CHURCH STREET | AddressLine1 |
| City | Frederick | City |
| State | MD | State |
| ZIP Code | 21701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| William B Anderson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Nancy Geasey | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Michael Powell | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MARY V HARRIS | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Karen Lynn Grimes Smith | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Judge William W Wenner | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| James Gangawere | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Heidi Campbell-Shoaf | ||||||
| Executive Direc | 40.00 | 52464 | 0 | 0 | X | |
| H Mark Alexander | ||||||
| Treasurer | 1.00 | 0 | 0 | 0 | X | |
| Griffith Garwood | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| G Hunter Bowers III | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Frances Randall | ||||||
| Vice President | 1.00 | 0 | 0 | 0 | X | |
| COLLEEN M REMSBERG | ||||||
| President | 1.00 | 0 | 0 | 0 | X | |
| CLAUDIA ALLEMANG | ||||||
| Secretary | 1.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 52464 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 13332 | GovernmentGrants |
| All Other Contributions | 284652 | AllOtherContributions |
| Noncash Contributions | 3082 | NoncashContributions |
| Total Contributions | 297984 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| TANEY HOUSE | 6983 | 6983 |
| PARKING LOT | 13699 | 13699 |
| MUSEUM | 15018 | 15018 |
| Membership Dues & Assessments | 31495 | 31495 |
| BOOKSTORE | 10301 | 10301 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9149 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9149 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 86645 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64581 | TotalRevenueColumn |
| Related Or Exempt Function Income | 64581 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 712554 | Securities |
| Other | 5067 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 707136 | Securities |
| Other | 3371 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5418 | Securities |
| Other | 1696 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7114 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7114 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 27991 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 7743 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20248 | TotalRevenueColumn |
| Exclusion | $19,646 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Misc Inc & Reimbursements | Description |
| Total Revenue Column | 4191 | TotalRevenueColumn |
| Exclusion | $4,191 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4191 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 480763 | TotalRevenueColumn |
| Related Or Exempt Function Income | 158942 | RelatedOrExemptFunctionIncome |
| Exclusion | $23,837 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52464 | Total |
| Program Services | 31478 | ProgramServices |
| Management And General | 17838 | ManagementAndGeneral |
| Fundraising | 3148 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173377 | Total |
| Program Services | 152572 | ProgramServices |
| Management And General | 12136 | ManagementAndGeneral |
| Fundraising | 8669 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3256 | Total |
| Program Services | 2084 | ProgramServices |
| Management And General | 1107 | ManagementAndGeneral |
| Fundraising | 65 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3773 | Total |
| Program Services | 3773 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15198 | Total |
| Program Services | 9727 | ProgramServices |
| Management And General | 5167 | ManagementAndGeneral |
| Fundraising | 304 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12372 | Total |
| Management And General | 12372 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137 | Total |
| Management And General | 137 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3936 | Total |
| Program Services | 2519 | ProgramServices |
| Management And General | 1338 | ManagementAndGeneral |
| Fundraising | 79 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70861 | Total |
| Program Services | 45351 | ProgramServices |
| Management And General | 24093 | ManagementAndGeneral |
| Fundraising | 1417 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20601 | Total |
| Program Services | 13185 | ProgramServices |
| Management And General | 7004 | ManagementAndGeneral |
| Fundraising | 412 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| UTILITIES | 42041 | 42041 | ||
| Telephone & Internet | 8718 | 5580 | 2964 | 174 |
| GRANT EXPENSE | 6777 | 6777 | ||
| EQUIPMENT RENTAL & MAINTENANC | 35313 | 21541 | 13772 | |
| BOOK STORE | 5506 | 5506 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32418 | Total |
| Program Services | 22451 | ProgramServices |
| Management And General | 9458 | ManagementAndGeneral |
| Fundraising | 509 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 486748 | Total |
| Program Services | 364585 | ProgramServices |
| Management And General | 107386 | ManagementAndGeneral |
| Fundraising | 14777 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195766 | BOY |
| EOY | 28518 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47306 | BOY |
| EOY | 44492 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1550554 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 716130 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 818485 | BOY |
| EOY | 834424 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1937146 | BOY |
| EOY | 2163579 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2790 | BOY |
| EOY | 2792 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3001493 | BOY |
| EOY | 3073805 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49617 | BOY |
| EOY | 12052 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4916 | BOY |
| EOY | 3478 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54533 | BOY |
| EOY | 15530 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1109089 | BOY |
| EOY | 1308681 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335231 | BOY |
| EOY | 16551 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1502640 | BOY |
| EOY | 1733043 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2946960 | BOY |
| EOY | 3058275 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3001493 | BOY |
| EOY | 3073805 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -5985 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 117300 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
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 | 443947 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 907182 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 413598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 441552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 388820 | CurrentTaxYear |
| Total | 2595099 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 443947 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 907182 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 413598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 441552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 388820 | CurrentTaxYear |
| Total | 2595099 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2595099 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 79849 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 145585 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101628 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 49543 | CurrentTaxYearMinus1Year |
| Current Tax Year | 64581 | CurrentTaxYear |
| Total | 441186 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3036285 | TotalSupport |
| Public Support Pertcentage170 | 0.85470 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84720 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1502640 | BeginningOfYearBalance |
| Contributions | 215339 | Contributions |
| Investment Earnings Or Losses | 30595 | InvestmentEarningsOrLosses |
| Administrative Expenses | 15531 | AdministrativeExpenses |
| End Of Year Balance | 1733043 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1279612 | BeginningOfYearBalance |
| Contributions | 150455 | Contributions |
| Investment Earnings Or Losses | 83438 | InvestmentEarningsOrLosses |
| Administrative Expenses | 10865 | AdministrativeExpenses |
| End Of Year Balance | 1502640 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1380172 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -85965 | InvestmentEarningsOrLosses |
| Administrative Expenses | 14595 | AdministrativeExpenses |
| End Of Year Balance | 1279612 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 169400 | OtherCostOrOtherBasis |
| Book Value | 169400 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 304122 | OtherCostOrOtherBasis |
| Depreciation | 106069 | Depreciation |
| Book Value | 198053 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1007255 | OtherCostOrOtherBasis |
| Depreciation | 564043 | Depreciation |
| Book Value | 443212 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 69777 | OtherCostOrOtherBasis |
| Depreciation | 46018 | Depreciation |
| Book Value | 23759 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 834424 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 2163579 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Capital Lease | Description |
| Amount | $3,478 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3478 | TotalOfAmounts |
| Total Revenue | 480763 | TotalRevenue |
| Total Expenses | 486748 | TotalExpenses |
| Excess Or Deficit For Year | -5985 | ExcessOrDeficitForYear |
| Investment Expenses | -17215 | InvestmentExpenses |
| Other | $134,515 | OtherAmount |
| Total Adjustments | 117300 | TotalAdjustments |
| Excess Or Deficit Per FS | 111315 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 605806 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 134515 | NetUnrealizedGainsInvestments |
| Other Revenues | 7743 | OtherRevenues |
| Revenue Not Rptd F990 | 142258 | RevenueNotRptdF990 |
| Revenue Subtotal | 463548 | RevenueSubtotal |
| Investment Expenses Not Included | 17215 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 17215 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 480763 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 494491 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7743 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7743 | ExpensesNotRptdF990 |
| Expenses Subtotal | 486748 | ExpensesSubtotal |
| Total Expenses Per Form990 | 486748 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XIII, Line 2d | Part XIII, Line 2d: Other expenses and losses per audited F/S | Fundraising Exp on Part VIII Ln 8 b $7743 LOSS ON DISPOSAL OF ASSETS $0 |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Fundraising Exp on Part VIII Ln 8 b $7743 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | UNREALIZED GAIN ON INVESTMENTS $134515 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The income from permanently restricted endowment funds may be used at the Society's discretion to further historical preservation and education. |
| Part III, Line 4 | Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The Society collects and preserves artifacts and documents for study and education, and welcomes the participation of people of all ages in sharing informative and engaging experiences that will encourage them to discover their heritage. By collecting the artifacts and documents, the Society will increase the public understanding and appreciation of the history of Fredereick County, Maryland. |
| Part III, Line 1a | Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | Collections, which were acquired through purchases and contributions since the Society's inception, are not recognized as assets on the balance sheet. Purchases of collection items are recorded as decreases in unrestricted net assets in the year in which the items are acquired, or as temporarily or permantently restricted net assets if the net assets used to purchase the items are restricted by donors. Contributed collection items are not reflected on the financial statements. Proceeds from deaccessions or insurance recoveries are reflected as increases in the appropriate net asset class. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | false | AgreementRefFundraising |
| Licensed States | MD | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | JAZZ IN THE GARDEN | NameOfEvent1 |
| Gross Receipts Event1 | 8498 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 8498 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 1102 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TREASURED HEIRLOOM EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 6845 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 6845 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 1088 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 12046 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 12046 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 5553 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 27389 | GrossReceiptsTotal |
| Gross Revenue Total Events | 27389 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 7743 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 7743 | DirectExpenseSummaryEvents |
| Net Income Summary | 19646 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The annual report is posted on the Organization's website. Other financial records and the governing documents are available upon request and a statement to that effect appears below the Mission Statement on the website. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Each year a review of the responsibilities of board members as well as a review of all the Organization's policies is done individually with members. In addition, as part of the first board meeting when new members are present, there is a review of the policies with the entire board and those who have concerns about potential conflicts of interest are encouraged to voice them at that time. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Copies of the 990 are mailed by the Executive Director to the members of the Board of Directors for their review a week prior to the monthly meeting. At the meeting, any questions/discussions about the 990 will be voiced and then the President of the Board will call for a vote of the directors present to accept or amend the document. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: TANEY HOUSE - THE SOCIETY COLLECTS AND PRESERVES ARTIFACTS FOR STUDY AND EDUCATIONAL PURPOSES THAT WILL ENCOURAGE OTHERS TO DISCOVER THEIR HERITAGE. |
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