JEFFERSON HISTORICAL SOCIETY: Form 990EZ, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JEFFERSON HISTORICAL SOCIETY (EIN 45-5398566)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-29
- IRS object ID
- 202622109349201017
- Schema version
- 2025v4.1
- 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) |
|---|---|---|
| Return | 2026-07-29T11:50:41-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 334765364 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evening Star Bookkeeping Services Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 Prospect St | AddressLine1Txt |
| City | Schoharie | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 455398566 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jefferson Historical Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFF | BusinessNameControlTxt |
| Phone | 6072226125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 143 | AddressLine1Txt |
| City | Jefferson | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Diane Ericson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 6072226125 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aileen Lawton | PreparerPersonNm |
| PTIN | P00508668 | PTIN |
| Phone | 5182958066 | PhoneNum |
| Preparation | 2026-07-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | https://www.thejeffersonhistoricalsociety.com/ | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $86,577 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $35,404 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $41,033 | ProgramServiceRevenueAmt |
| Membership Dues | $1,670 | MembershipDuesAmt |
| Investment Income | $2,957 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $3,623 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $1,937 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $1,686 | SpecialEventsNetIncomeLossAmt |
| Gross Sales Of Inventory | $1,884 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $974 | CostOfGoodsSoldAmt |
| Gross Profit Loss Sls Of Invntry | $910 | GrossProfitLossSlsOfInvntryAmt |
| Other Revenue Total | $6 | OtherRevenueTotalAmt |
| Total Revenue | $83,666 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $165 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $2,380 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $13,791 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $7,659 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $53,672 | OtherExpensesTotalAmt |
| Total Expenses | $77,667 | TotalExpensesAmt |
| Excess Or Deficit For Year | $5,999 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $22,883 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$3,725 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $25,157 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,921 | BOYAmt |
| EOY | $133,262 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,921 | BOYAmt |
| EOY | $133,262 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,038 | BOYAmt |
| EOY | $108,105 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,883 | BOYAmt |
| EOY | $25,157 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Dedicated to researching, preserving, promoting, and celebrating the history, architecture and culture of the Town of Jefferson; nurturing community involvement and education; and interacting with and enhancing community culture and life. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Continued renovation of Jefferson Art Building | $500 | $18,591 |
| Restore the Maple Museum Piano | $10,007 | $10,550 |
| Music and More Program | $9,461 | $5,619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $34,760 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (13 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Kevin Berner | ||||
| President | 5.00 | $0 | $0 | $0 |
| Bonnie Dailey | ||||
| Secretary | 5.00 | $0 | $0 | $0 |
| Diane Ericson | ||||
| Treasurer | 5.00 | $0 | $0 | $0 |
| Stephanie Ruquet | ||||
| Co-Treasurer | 2.00 | $0 | $0 | $0 |
| Joan Powers | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Shannon Finn | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Robert Glas | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Sara Henry | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Barbara Palmer | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Ed Atkins | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Mark Sisk | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Teresa Fellion | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Brian Darcy | ||||
| Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evening Star Bookkeeping Svc Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 Prospect St | AddressLine1Txt |
| City | Schoharie | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12157 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5182958066 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $177,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,104 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,162 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,113 | CurrentTaxYearAmt |
| Total | $568,736 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,507 | CurrentTaxYearAmt |
| Total | $25,579 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $179,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $136,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $83,620 | CurrentTaxYearAmt |
| Total | $594,315 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $594,315 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,957 | CurrentTaxYearAmt |
| Total | $3,985 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,028 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,957 | CurrentTaxYearAmt |
| Total | $3,985 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $179,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,528 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,577 | CurrentTaxYearAmt |
| Total | $598,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99330 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99820 | PublicSupportPY509Pct |
| Investment Income CY | 0.00670 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (23 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990EZ, Part I, Line 8 | NYS Vendor Collection Credit 6. |
| Form 990EZ, Part I, Line 10 | Scholarship; Scholarship; Jefferson Central School District: 1332 State Route 10, Jefferson, NY, 12093; None, 165. |
| Form 990EZ, Part I, Line 16 | Communications 3009. |
| Form 990EZ, Part I, Line 16 | Insurance 6644. |
| Form 990EZ, Part I, Line 16 | Dues & Memberships 135. |
| Form 990EZ, Part I, Line 16 | Programs & Projects |
| Form 990EZ, Part I, Line 16 | Historic Marker Project 2050. |
| Form 990EZ, Part I, Line 16 | Digital Accessibility Project 247. |
| Form 990EZ, Part I, Line 16 | Jefferson Then & Now Program 449. |
| Form 990EZ, Part I, Line 16 | Museum Development Project 1651. |
| Form 990EZ, Part I, Line 16 | Museum Piano Restoration Project 10550. |
| Form 990EZ, Part I, Line 16 | Schoolhouse Project 142. |
| Form 990EZ, Part I, Line 16 | Archives Project 332. |
| Form 990EZ, Part I, Line 16 | Burghard Local History Digitization Project 1425. |
| Form 990EZ, Part I, Line 16 | Jefferson Historic District Project 1002. |
| Form 990EZ, Part I, Line 16 | Jefferson Art Building Project 18591. |
| Form 990EZ, Part I, Line 16 | Maple Museum Project 1601. |
| Form 990EZ, Part I, Line 16 | Music & More Program 5619. |
| Form 990EZ, Part I, Line 16 | Trees & Green Project 225. |
| Form 990EZ, Part I, Line 20 | Net unrealized gains/losses -3588. |
| Form 990EZ, Part I, Line 20 | Prior year adjustment -137. |
| Form 990EZ, Part II, Line 26 | Sales Tax Liability 102. 117. |
| Form 990EZ, Part II, Line 26 | Appropriated Funds 107936. 107988. |
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