FURP.ORG / PUBLIC DATA EXPLORER

WALTON HISTORICAL SOCIETY

Cite this

Plain text WALTON HISTORICAL SOCIETY. furp.org, nonprofit organization profile, tax years 2019–2024. https://furp.org/org/walton-historical-society-223301369. Retrieved 2026-10-23.

APA furp.org. (n.d.). WALTON HISTORICAL SOCIETY [Nonprofit organization profile; tax years 2019–2024]. Retrieved October 23, 2026, from https://furp.org/org/walton-historical-society-223301369

MLA “WALTON HISTORICAL SOCIETY.” furp.org, tax years 2019–2024, https://furp.org/org/walton-historical-society-223301369. Accessed 23 Oct. 2026.

Retrieved 2026-10-23; covers tax years 2019–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990EZ · revenue $39K · expenses $23K · assets $123K

EIN
22-3301369
Address
9 TOWNSEND ST, WALTON, NY 13856-1309
NTEE code
Z99Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
January 1995 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Cross-check
ProPublica Nonprofit Explorer

Mission

PRESERVE THE HISTORY OF WALTON THROUGH PRESERVATION OF DOCUMENTS PHOTOS GENEALOGY ARTIFACTS. THE SOCIETY PUBLISHES OF LOCAL HISTORY INTERETS RELATED TO THE HISTORY OF WALTON NY

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 2 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

2 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jason Schwartz PRESIDENT2019-2024 0 $0 reported 1
Bruce E Dolph TREASURY2019-2024 0 $0 reported 1

People by year

2024 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON SCHWARTZ PRESIDENT0 $0-- $01
BRUCE E DOLPH TREASURY0 $0-- $01
2023 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON SCHWARTZ PRESIDENT0 $0-- $01
BRUCE E DOLPH TREASURY0 $0-- $01
2022 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON SCHWARTZ PRESIDENT0 $0-- $01
BRUCE E DOLPH TREASURY0 $0-- $01
2021 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON SCHWARTZ PRESIDENT0 $0-- $01
BRUCE E DOLPH TREASURY0 $0-- $01
2020 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON SCHWARTZ PRESIDENT4 $0-- $01
BRUCE E DOLPH TREASURY1 $0-- $01
2019 · 2 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON SCHWARTZ PRESIDENT2 $0-- $01
BRUCE E DOLPH TREASURY1 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990EZ period ending 2024-12-31 · view filing · original 990 ↗
$38,526$23,235 $122,732$125,276 $13,031- ---
2023 · Form 990EZ period ending 2023-12-31 · view filing · original 990 ↗
$26,307$15,421 $109,985$124,742 $14,247- ---
2022 · Form 990EZ period ending 2022-12-31 · view filing · original 990 ↗
$17,084$21,840 $113,856$113,856 $11,063- ---
2021 · Form 990EZ period ending 2021-12-31 · view filing · original 990 ↗
$10,917$14,899 $118,612$117,686 $6,368- ---
2020 · Form 990EZ period ending 2020-12-31 · view filing · original 990 ↗
$11,481$10,329 $121,668$121,907 $9,697- ---
2019 · Form 990EZ period ending 2019-12-31 · view filing · original 990 ↗
$14,410$12,373 $120,755$124,356 $9,033- ---

Funders of this organization

2 grantors reported grants to this organization, $59,805 in all, tax years 2018 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
PLATT MEAD HANFORD-JENNIE BRADLEY HANFORD MEMORIAL FUND Private foundation Fuzzy filed as “Walton Historical Society”, “WALTON HISTORICAL SOCIETY” 2018-2025 8$59,555 2025$7,000
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HOWELL A AND ANN M BREEDLOVE Private foundation Fuzzy filed as “WALTON HISTORICAL SOCIETY” 2021 1$250 2021$250
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Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
ARMY WEEK ASSOCIATIONNYZ99 $38,595$78,880 President & CEO$0 Same NTEE code Z99, revenue within 2x, same state
OCOENOS AUSENTES USA INCNYZ99 $38,762$34,575 President$0 Same NTEE code Z99, revenue within 2x, same state
COLUMBIA COUNTY SPORTSMENS FEDERATION INCNYZ99 $31,706$30,940 Treasurer$1,375 Same NTEE code Z99, revenue within 2x, same state
FRANK RIDGE MEMORIAL FOUNDATIONNYZ99 $43,681$78,401 President & Treasurer$36,900 Same NTEE code Z99, revenue within 2x, same state
NEW YORK STATE ORGANIZATION OF BURSARS & BUSINESS ADMININSTRATORSNYZ99 $56,704$53,435 BOARD MEMBER$0 Same NTEE code Z99, revenue within 2x, same state
EUGENE ZITWER FOUNDATION INCNYZ99 $32,572$25,050 President$0 Same NTEE code Z99, revenue within 2x, same state
FAMILY RENAISSANCE INCNYZ99 $56,070$51,538 CHAIRPERSON$0 Same NTEE code Z99, revenue within 2x, same state
SOUTH SHORE ROTARY FOUNDATION OF STATEN ISLAND INCNYZ99 $49,677$58,212 PRESIDENT$0 Same NTEE code Z99, revenue within 2x, same state
GLOBAL PARTNERSHIPS FORUM INCNYZ99 $33,618$35,431 PRESIDENT & CEO$0 Same NTEE code Z99, revenue within 2x, same state
CRYSTAL RUN BORROWER CORPORATION IINYZ99 $46,654$118,358 PRESIDENT$0 Same NTEE code Z99, revenue within 2x, same state
ROBERSON FOUNDATIONNYZ99 $36,409$42,472 Executive Dir.$76,951 Same NTEE code Z99, revenue within 2x, same state
ANDOVER FREE LIBRARYNYZ99 $49,322$54,949 Director$21,320 Same NTEE code Z99, revenue within 2x, same state
BOW TIE FOUNDATIONNYZ99 $32,474$32,616 DIRECTOR$0 Same NTEE code Z99, revenue within 2x, same state
TATLER INCNYZ99 $55,083$51,883 Director$0 Same NTEE code Z99, revenue within 2x, same state
LONG ISLAND FILM-TV FOUNDATION INCNYZ99 $27,376$34,588 PRESIDENT$0 Same NTEE code Z99, revenue within 2x, same state
BETH HATVILAH INCNYZ99 $23,078$40,631 President$0 Same NTEE code Z99, revenue within 2x, same state
CRYSTAL RUN BORROWER CORP IIINYZ99 $32,980$93,455 PRESIDENT$0 Same NTEE code Z99, revenue within 2x, same state
AL FAJR WELFARE FOUNDATION INCNYZ99 $49,962$51,308 DIRECTOR$0 Same NTEE code Z99, revenue within 2x, same state
FESTIVALS FREDONIA INCNYZ99 $50,282$56,371 President$0 Same NTEE code Z99, revenue within 2x, same state
CARLITOS WISH FOUNDATIONNYZ99 $53,662$35,867 PRESIDENT$0 Same NTEE code Z99, revenue within 2x, same state
BALDWIN RESEARCH INSTITUTE INCNYZ99 $53,167$117,768 President & CEO$0 Same NTEE code Z99, revenue within 2x, same state
CENTRAL NEW YORK PARKINSONS SUPPORT GROUP INCNYZ99 $41,341$43,826 PRESIDENT AND TREASURER$0 Same NTEE code Z99, revenue within 2x, same state
NORTH COUNTRY LIFE FLIGHT INCNYZ99 $42,455$176,891 Vice President$0 Same NTEE code Z99, revenue within 2x, same state
ITS FROM THE SOLE INCNYZ99 $37,960$40,659 BOARD MEMBER$0 Same NTEE code Z99, revenue within 2x, same state
NEW YORK ZERO-TO-THREE NETWORK INCNYZ99 $27,514$30,980 CO-PRESIDENT$0 Same NTEE code Z99, revenue within 2x, same state

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
DONORS TRUST INC DAF sponsor$500,0001 12023–2023 ARMY WEEK ASSOCIATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$488,78913 72018–2024 TO BE HEARD FOUNDATION INC; CONSTELLATION PROJECT INC; ARMY WEEK ASSOCIATION; UNITED STATES ADULT CYSTIC FIBROSIS ASSOCIATION and 3 more
IMPACTASSETS INC DAF sponsor$207,0006 12018–2024 THE WALJOK FOUNDATION
ANDREW W MELLON FOUNDATION Private foundation$200,0001 12020–2020 SMALL AXE INC
ROCHESTER AREA COMMUNITY FOUNDATION DAF sponsor$160,0624 12018–2023 GAY ALLIANCE OF THE GENESEE VALLEY INC
JEWISH COMMUNITY FDN OF THE JEWISH FEDERATION COUNCIL OF GREATER LA DAF sponsor$140,0006 12013–2019 TO BE HEARD FOUNDATION INC
COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA DAF sponsor$113,8621 12018–2018 B-26 MARAUDER HISTORICAL SOCIETY
MARSHALL & MARGHERITE MCCOMB FOUNDA TION Private foundation$100,0005 12020–2024 UNITED STATES ADULT CYSTIC FIBROSIS ASSOCIATION
CATHOLIC COMMUNITY FOUNDATION OF SANTA CLARA COUNTY DAF sponsor$99,7211 12022–2022 ASTORIA RAILROAD PRESERVATION ASSOCIATION INC
TAHOE COMMUNITY FOUNDATION DAF sponsor$86,3626 12012–2024 AMERICAN ASSOCIATION OF UNIVERSITY WOMEN TAHOE NEVADA BRANCH
UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC DAF sponsor$86,3075 12018–2024 GAY ALLIANCE OF THE GENESEE VALLEY INC
INNOVIA FOUNDATION DAF sponsor$81,6924 12018–2021 FRIENDS OF STONEROSE FOSSILS
MCCUTCHEN FOUNDATION Private foundation$70,0007 12019–2025 NORTH COUNTRY LIFE FLIGHT INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$60,0004 12020–2024 UNITED STATES ADULT CYSTIC FIBROSIS ASSOCIATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$51,3155 22020–2024 ITS FROM THE SOLE INC; CARLITOS WISH FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990EZ · $23,235 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy, rent, utilities, maintenance $10,853 46.7%
Other expenses (detail on Schedule O) $10,028 43.2%
Printing, publications, postage $2,354 10.1%
Total$23,235100%

View the filing

2023 · Form 990EZ · $15,421 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy, rent, utilities, maintenance $11,879 77.0%
Printing, publications, postage $3,542 23.0%
Total$15,421100%

View the filing

2022 · Form 990EZ · $21,840 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy, rent, utilities, maintenance $16,453 75.3%
Other expenses (detail on Schedule O) $3,086 14.1%
Printing, publications, postage $2,151 9.8%
Fees to independent contractors $150 0.7%
Total$21,840100%

View the filing

2021 · Form 990EZ · $14,899 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy, rent, utilities, maintenance $7,813 52.4%
Printing, publications, postage $4,257 28.6%
Other expenses (detail on Schedule O) $2,829 19.0%
Total$14,899100%

View the filing

2020 · Form 990EZ · $10,329 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Occupancy, rent, utilities, maintenance $7,101 68.7%
Other expenses (detail on Schedule O) $2,251 21.8%
Printing, publications, postage $977 9.5%
Total$10,329100%

View the filing

2019 · Form 990EZ · $12,373 spent · pay $0 · grants $100 · events $0
LineAs describedTotalShare
Occupancy, rent, utilities, maintenance $5,687 46.0%
Other expenses (detail on Schedule O) $4,056 32.8%
Fees to independent contractors $2,365 19.1%
Printing, publications, postage $165 1.3%
Grants and similar amounts paid $100 0.8%
Total$12,373100%

View the filing