AFFTON HISTORICAL SOCIETY

Cite this

Plain text AFFTON HISTORICAL SOCIETY. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/affton-historical-society-237326092. Retrieved 2026-11-02.

APA furp.org. (n.d.). AFFTON HISTORICAL SOCIETY [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 2, 2026, from https://furp.org/org/affton-historical-society-237326092

MLA “AFFTON HISTORICAL SOCIETY.” furp.org, tax years 2015–2024, https://furp.org/org/affton-historical-society-237326092. Accessed 2 Nov. 2026.

Retrieved 2026-11-02; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $177K · expenses $136K · assets $2.0M

Also known as
AFFTON HISTORICAL SOCIETY
EIN
23-7326092
Address
PO BOX 28855, SAINT LOUIS, MO 63123-0055
Website
WWW.AFFTONOAKLANDHOUSE.COM
NTEE code
A82Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (association)
Ruling date
September 1974 (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

TO PRESERVE AND DISSEMINATE HISTORICAL INFORMSTION ABOUT AFFTON, MISSOURI THROUGH THE MAINTENANCE, PRESERVATION, RESTORATION, AND RENOVATION OF THE OAKLAND HOUSE MUSEUM

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 36 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

36 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
Nancy Herndon-Ulrich PRESIDENT2015-2024 Not reported $0 reported 1
Philip Tafra VICE-PRESIDE2024 Not reported $0 reported 1
Mary Jane Autry TREASURER2019-2024 Not reported $0 reported 1
Becky Cox RECORDING SE2015-2024 Not reported $0 reported 1
Mary Kirschman CORR. SECRET2016-2024 Not reported $0 reported 1
Carissa Anderson DIRECTOR2024 Not reported $0 reported 1
Bert Barry DIRECTOR2016-2024 Not reported $0 reported 1
Barnes Bradshaw DIRECTOR2024 Not reported $0 reported 1
Shirley Brinker DIRECTOR2019-2024 Not reported $0 reported 1
John Cole DIRECTOR2024 Not reported $0 reported 1
Darryl Eaves DIRECTOR2015-2024 Not reported $0 reported 1
Ingrid Giddings DIRECTOR2015-2024 Not reported $0 reported 1
Joan Komlos DIRECTOR2017-2024 Not reported $0 reported 1
Nancy Harmon DIRECTOR2020-2024 Not reported $0 reported 1
Steve Slayden (former) RECORDING SE2019-2023 Not reported $0 reported 1
Tracy Coleman (former) RECORDING SE2020-2021 Not reported $0 reported 1
Charlie Brown (former) PRESIDENT2015-2020 Not reported $0 reported 1
Phillip Tafra (former) DIRECTOR2020 Not reported $0 reported 1
A Charles Hiemenz Iii (former) DIRECTOR2017-2019 Not reported $0 reported 1
Jeri Akiki (former) DIRECTOR2015-2019 Not reported $0 reported 1
Phil Tafra (former) DIRECTOR2019 Not reported $0 reported 1
Dot Huebener (former) DIRECTOR2015-2018 1 $0 reported 1
Lucy Johnson (former) DIRECTOR2016-2018 1 $0 reported 1
Clinton Mcdaniel (former) VICE PRESIDE2015-2018 1 $0 reported 1
Rosie Miller (former) TREASURER2015-2018 1 $0 reported 1
Michael Bamvakais (former) CHAIRMAN - E2017 1 $0 reported 1
Wayne Hilgeman (former) TREASURER -2017 1 $0 reported 1
Elliot Benoist Jr (former) TRUSTEE - EN2017 1 $0 reported 1
Frank Ziegler Jr (former) TRUSTEE - EN2017 1 $0 reported 1
Timothy Rodden (former) SECRETARY -2017 1 $0 reported 1
Charles Hiermenz Iii (former) DIRECTOR2016 1 $0 reported 1
Pat Treacy (former) DIRECTOR2015-2016 1 $0 reported 1
Tim O'Hara (former) Director2015 1 $0 reported 1
Charles Hiemenz III (former) Director2015 1 $0 reported 1
Brian Ware (former) Director2015 1 $0 reported 1
Nancy Foley (former) Secretary2015 1 $0 reported 1

People by year

2024 · 14 people listed · none paid · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY HERNDON-ULRICH PRESIDENT- $0$0$0 $01
PHILIP TAFRA VICE-PRESIDE- $0$0$0 $01
MARY JANE AUTRY TREASURER- $0$0$0 $01
BECKY COX RECORDING SE- $0$0$0 $01
MARY KIRSCHMAN CORR. SECRET- $0$0$0 $01
CARISSA ANDERSON DIRECTOR- $0$0$0 $01
BERT BARRY DIRECTOR- $0$0$0 $01
BARNES BRADSHAW DIRECTOR- $0$0$0 $01
SHIRLEY BRINKER DIRECTOR- $0$0$0 $01
JOHN COLE DIRECTOR- $0$0$0 $01
DARRYL EAVES DIRECTOR- $0$0$0 $01
INGRID GIDDINGS DIRECTOR- $0$0$0 $01
JOAN KOMLOS DIRECTOR- $0$0$0 $01
NANCY HARMON DIRECTOR- $0$0$0 $01
2023 · 5 people listed · none paid · 1 employee · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY HERNDON-ULRICH PRESIDENT- $0$0$0 $01
MARY JANE AUTRY TREASURER- $0$0$0 $01
STEVE SLAYDEN RECORDING SE- $0$0$0 $01
DARRYL EAVES CORRESPONDIN- $0$0$0 $01
BECKY COX VICE-PRESIDE- $0$0$0 $01
2022 · 5 people listed · none paid · 2 employees · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY HERNDON-ULRICH PRESIDENT53 $0$0$0 $01
MARY JANE AUTRY TREASURER- $0$0$0 $01
STEVE SLAYDEN RECORDING SE- $0$0$0 $01
MARY KIRSCHMAN CORRESPONDIN- $0$0$0 $01
BECKY COX VICE-PRESIDE- $0$0$0 $01
2021 · 5 people listed · none paid · 1 employee · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NANCY HERNDON-ULRICH PRESIDENT- $0$0$0 $01
MARY JANE AUTRY TREASURER- $0$0$0 $01
TRACY COLEMAN RECORDING SE- $0$0$0 $01
DARRYL EAVES CORRESPONDIN- $0$0$0 $01
BECKY COX VICE-PRESIDE- $0$0$0 $01
2020 · 13 people listed · none paid · 1 employee · 15 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLIE BROWN PRESIDENT- $0$0$0 $01
NANCY HERNDON-ULRICH VICE-PRESIDE- $0$0$0 $01
MARY JANE AUTRY TREASURER- $0$0$0 $01
TRACY COLEMAN RECORDING SE- $0$0$0 $01
DARRYL EAVES CORRESPONDIN- $0$0$0 $01
NANCY HARMON PRES LADIES- $0$0$0 $01
BECKY COX DIRECTOR- $0$0$0 $01
BERT BARRY DIRECTOR- $0$0$0 $01
SHIRLEY BRINKER DIRECTOR- $0$0$0 $01
MARY KIRSCHMAN DIRECTOR- $0$0$0 $01
JOAN KOMLOS DIRECTOR- $0$0$0 $01
STEVE SLAYDEN DIRECTOR- $0$0$0 $01
PHILLIP TAFRA DIRECTOR- $0$0$0 $01
2019 · 14 people listed · none paid · 1 employee · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CHARLIE BROWN PRESIDENT- $0$0$0 $01
NANCY HERNDON-ULRICH VICE-PRESIDE- $0$0$0 $01
DARRYL EAVES CORRESPONDIN- $0$0$0 $01
BECKY COX RECORDING SE- $0$0$0 $01
MARY JANE AUTRY TREASURER- $0$0$0 $01
SHIRLEY BRINKER DIRECTOR- $0$0$0 $01
JOAN KOMLOS DIRECTOR- $0$0$0 $01
A CHARLES HIEMENZ III DIRECTOR- $0$0$0 $01
JERI AKIKI DIRECTOR- $0$0$0 $01
STEVE SLAYDEN DIRECTOR- $0$0$0 $01
BERT BARRY DIRECTOR- $0$0$0 $01
PHIL TAFRA DIRECTOR- $0$0$0 $01
INGRID GIDDINGS DIRECTOR- $0$0$0 $01
MARY KIRSCHMAN DIRECTOR- $0$0$0 $01
2018 · 14 people listed · none paid · 2 employees · 45 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERI AKIKI DIRECTOR1 $0$0$0 $01
BERT BARRY DIRECTOR1 $0$0$0 $01
CHARLIE BROWN PRESIDENT1 $0$0$0 $01
BECKY COX RECORDING SE1 $0$0$0 $01
DARRYL EAVES DIRECTOR1 $0$0$0 $01
INGRID GIDDINGS DIRECTOR1 $0$0$0 $01
NANCY HERNDON-ULRICH DIRECTOR1 $0$0$0 $01
DOT HUEBENER DIRECTOR1 $0$0$0 $01
A CHARLES HIEMENZ III DIRECTOR1 $0$0$0 $01
LUCY JOHNSON DIRECTOR1 $0$0$0 $01
MARY KIRSCHMAN CORRESPONDIN1 $0$0$0 $01
JOAN KOMLOS DIRECTOR1 $0$0$0 $01
CLINTON MCDANIEL VICE PRESIDE1 $0$0$0 $01
ROSIE MILLER TREASURER1 $0$0$0 $01
2017 · 19 people listed · none paid · 1 employee · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERI AKIKI DIRECTOR1 $0$0$0 $01
MICHAEL BAMVAKAIS CHAIRMAN - E1 $0$0$0 $01
BERT BARRY DIRECTOR1 $0$0$0 $01
CHARLIE BROWN PRESIDENT1 $0$0$0 $01
BECKY COX RECORDING SE1 $0$0$0 $01
DARRYL EAVES DIRECTOR1 $0$0$0 $01
INGRID GIDDINGS DIRECTOR1 $0$0$0 $01
NANCY HERNDON-ULRICH DIRECTOR1 $0$0$0 $01
WAYNE HILGEMAN TREASURER -1 $0$0$0 $01
DOT HUEBENER DIRECTOR1 $0$0$0 $01
A CHARLES HIEMENZ III DIRECTOR1 $0$0$0 $01
LUCY JOHNSON DIRECTOR1 $0$0$0 $01
ELLIOT BENOIST JR TRUSTEE - EN1 $0$0$0 $01
FRANK ZIEGLER JR TRUSTEE - EN1 $0$0$0 $01
MARY KIRSCHMAN CORRESPONDIN1 $0$0$0 $01
JOAN KOMLOS DIRECTOR1 $0$0$0 $01
CLINTON MCDANIEL VICE PRESIDE1 $0$0$0 $01
ROSIE MILLER TREASURER1 $0$0$0 $01
TIMOTHY RODDEN SECRETARY -1 $0$0$0 $01
2016 · 14 people listed · none paid · 1 employee · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JERI AKIKI DIRECTOR1 $0$0$0 $01
BERT BARRY DIRECTOR1 $0$0$0 $01
CHARLIE BROWN PRESIDENT1 $0$0$0 $01
BECKY COX RECORDING SE1 $0$0$0 $01
DARRYL EAVES DIRECTOR1 $0$0$0 $01
INGRID GIDDINGS DIRECTOR1 $0$0$0 $01
DOT HUEBENER DIRECTOR1 $0$0$0 $01
CHARLES HIERMENZ III DIRECTOR1 $0$0$0 $01
LUCY JOHNSON DIRECTOR1 $0$0$0 $01
MARY KIRSCHMAN CORRESPONDIN1 $0$0$0 $01
CLINTON MCDANIEL VICE PRESIDE1 $0$0$0 $01
ROSIE MILLER TREASURER1 $0$0$0 $01
PAT TREACY DIRECTOR1 $0$0$0 $01
NANCY HERNDON ULRICH DIRECTOR1 $0$0$0 $01
2015 · 14 people listed · none paid · 1 employee · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Pat Treacy Director1 $0$0$0 $01
Darryl Eaves Director1 $0$0$0 $01
Tim O'Hara Director1 $0$0$0 $01
Jeri Akiki Director1 $0$0$0 $01
Becky Cox Director1 $0$0$0 $01
Ingrid Giddings Director1 $0$0$0 $01
Charles Hiemenz III Director1 $0$0$0 $01
Brian Ware Director1 $0$0$0 $01
Nancy Herndon Ulrich Director1 $0$0$0 $01
Dot Huebener Director1 $0$0$0 $01
Charlie Brown President1 $0$0$0 $01
Clinton McDaniel Vice President1 $0$0$0 $01
Rosie Miller Treasurer1 $0$0$0 $01
Nancy Foley Secretary1 $0$0$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 990 period ending 2024-12-31 · view filing · original 990 ↗
$176,854$136,323 $2,025,074$2,021,764 $34,657$6,219 -1-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$142,426$116,853 $1,885,199$1,882,637 $17,827$2,879 -114
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$113,528$103,741 $1,754,738$1,750,439 $22,070$3,173 -215
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$160,489$100,708 $1,982,277$1,977,696 $19,044$6,098 -115
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$71,904$80,549 $1,804,381$1,801,224 $19,852$2,751 -115
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$121,016$80,092 $1,714,742$1,712,435 $24,337$4,986 -114
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$253,485$81,748 $1,555,413$1,553,333 $123,569$3,534 -245
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$167,670$75,192 $1,513,401$1,510,086 $69,820$4,784 -150
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$85,563$102,691 $1,346,628$1,346,235 $19,240$4,442 -150
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$129,317$76,923 $1,327,594$1,327,227 $69,996$0 $0150

Funders of this organization

1 grantor reported grants to this organization, $202 in all, tax years 2020 to 2023. 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
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “AFFTON HISTORICAL SOCIETY” 2020-2023 4$202 2023$35
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

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
HENRY COUNTY HISTORICAL SOCIETYMOA82 $114,800$99,186 TRUSTEE$0 Same NTEE code A82, revenue within 2x, same state, similar name
KIRKWOOD HISTORICAL SOCIETYMOA82 $96,754$77,937 Director$0 Same NTEE code A82, revenue within 2x, same state, similar name
JACKSON COUNTY HISTORICAL SOCIETYMOA82 $210,924$242,554 PRESIDENT$0 Same NTEE code A82, revenue within 2x, same state, similar name
PONY EXPRESS HISTORICAL ASSOCIATION INCMOA82 $230,835$251,077 Museum Director$0 Same NTEE code A82, revenue within 2x, same state
VICTORIAN SOCIETY OF THE VAILE MANSION DEWITT MUSEUMMOA82 $250,366$50,338 PRESIDENT$0 Same NTEE code A82, revenue within 2x, same state
B GRATZ AND MARY GUNN BROWN FOUNDATION INCORPORATEDMOA82 $155,301$100,273 DIRECTOR$0 Same NTEE code A82, revenue within 2x, same state
FAUST PARK FOUNDATIONMOA82 $263,902$189,505 DIRECTOR$0 Same NTEE code A82, revenue within 2x, same state
MILTON HISTORICAL SOCIETYWIA82 $192,149$231,945 EXECUTIVE DIRECTOR$45,318 Same NTEE code A82, revenue within 2x, similar mission
HOUSTON COUNTY HISTORICAL SOCIETYMNA82 $89,105$44,566 PRESIDENT$0 Same NTEE code A82, revenue within 2x, similar mission
SCARSDALE HISTORICAL SOCIETYNYA82 $89,168$60,295 PRESIDENT$0 Same NTEE code A82, revenue within 2x, similar mission
CARLTON CTY HISTORICAL SOCIETYMNA82 $168,862$179,407 Executive Director$23,556 Same NTEE code A82, revenue within 2x, similar name
LECOMPTON HISTORICAL SOCIETYKSA82 $219,623$377,345 President$0 Same NTEE code A82, revenue within 2x, similar name
AURORA HISTORICAL SOCIETYILA82 $330,531$256,792 EXECUTIVE DI$90,686 Same NTEE code A82, revenue within 2x, similar name
BEREA HISTORICAL SOCIETYOHA82 $93,041$60,237 DIRECTOR$0 Same NTEE code A82, revenue within 2x, similar name
ORLEANS HISTORICAL SOCIETYMAA82 $161,271$220,952 BOARD CHAIR$0 Same NTEE code A82, revenue within 2x, similar name
ARLINGTON HEIGHTS HISTORICAL SOCIETYILA82 $340,562$74,763 Operations Manager$61,974 Same NTEE code A82, revenue within 2x, similar name
NORTH CASTLE HISTORICAL SOCIETYNYA82 $191,824$103,293 TRUSTEE$0 Same NTEE code A82, revenue within 2x, similar mission
DAWSON COUNTY HISTORICAL SOCIETYNEA82 $172,478$156,642 Treasurer$0 Same NTEE code A82, revenue within 2x, similar name
HADDAM HISTORICAL SOCIETYCTA82 $114,116$104,920 EXEC DIRECTO$48,191 Same NTEE code A82, revenue within 2x, similar name
SCITUATE HISTORICAL SOCIETYMAA82 $178,481$174,893 TRUSTEE$27,900 Same NTEE code A82, revenue within 2x, similar name
CLINTON COUNTY HISTORICAL SOCIETYPAA82 $127,244$116,092 DIRECTOR$0 Same NTEE code A82, revenue within 2x, similar name
QUEENS HISTORICAL SOCIETYNYA82 $111,468$140,778 COMMUNITY OU$0 Same NTEE code A82, revenue within 2x, similar name
BRAINTREE HISTORICAL SOCIETY INCMAA82 $141,817$148,039 DIRECTOR$0 Same NTEE code A82, revenue within 2x, similar mission
NAPLES HISTORICAL SOCIETYNYA82 $133,381$45,415 President$0 Same NTEE code A82, revenue within 2x, similar name
GENEVA HISTORICAL SOCIETYILA82 $274,445$429,711 Executive Dir.$77,350 Same NTEE code A82, revenue within 2x, similar name

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
MINNESOTA COMMUNITY FOUNDATION DAF sponsor$1,114,85031 42010–2019 MORRISON COUNTY HISTORICAL SOCIETY; WASECA COUNTY HISTORICAL SOCIETY; COOK COUNTY HISTORICAL SOCIETY; ANOKA COUNTY HISTORICAL SOCIETY
COMMUNITY FOUNDATION OF THE FOX RIVER VALLEY DAF sponsor$808,58514 22014–2025 AURORA HISTORICAL SOCIETY; GENEVA HISTORICAL SOCIETY
SAINT PAUL & MINNESOTA FOUNDATION DAF sponsor$806,58518 32020–2025 MORRISON COUNTY HISTORICAL SOCIETY; COOK COUNTY HISTORICAL SOCIETY; WASECA COUNTY HISTORICAL SOCIETY
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$736,58937 182016–2024 LAKEWOOD HISTORICAL SOCIETY; BIRMINGHAM HISTORICAL SOCIETY; VICTORIAN SOCIETY OF THE VAILE MANSION DEWITT MUSEUM; LITTLE COMPTON HISTORICAL SOCIETY INC and 14 more
DONOR ADVISED CHARITABLE GIVING DAF sponsor$687,58220 142014–2024 SAUK COUNTY HISTORICAL SOCIETY INC; WHITTIER HISTORICAL SOCIETY; SEWICKLEY VALLEY HISTORICAL SOCIETY; BOONE COUNTY HISTORICAL SOCIETY and 10 more
COMMUNITY FOUNDATION OF WARREN COUNTY DAF sponsor$490,14317 12010–2025 WARREN COUNTY HISTORICAL SOCIETY
TRUMAN HEARTLAND COMMUNITY FOUNDATION DAF sponsor$457,41624 32010–2024 JACKSON COUNTY HISTORICAL SOCIETY; VICTORIAN SOCIETY OF THE VAILE MANSION DEWITT MUSEUM; HENRY COUNTY HISTORICAL SOCIETY
COMMUNITY FOUNDATION OF JOHNSON DAF sponsor$408,12912 12013–2024 JOHNSON COUNTY HISTORICAL SOCIETY
HAMILTON COMMUNITY FOUNDATION INC DAF sponsor$329,11017 12011–2024 HAMILTON COUNTY HISTORICAL SOCIETY
JOHNSON COUNTY COMMUNITY FOUNDATION INC DAF sponsor$323,54311 12015–2025 JOHNSON COUNTY HISTORICAL SOCIETY INC
THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC DAF sponsor$296,7097 22020–2024 AUSTERLITZ HISTORICAL SOCIETY; SHEFFIELD HISTORICAL SOCIETY
MARGARET DUNNING FOUNDATION Private foundation$285,0007 12018–2025 PLYMOUTH HISTORICAL SOCIETY
THE RHODE ISLAND COMMUNITY FOUNDATION DAF sponsor$246,95013 12019–2024 LITTLE COMPTON HISTORICAL SOCIETY INC
CHARLES BURR CHARITABLE TR Private foundation$216,84016 12010–2025 CHENANGO COUNTY HISTORICAL SOCIETY
ADELBERT L BUTTON CHARITABLE FOUNDATION Private foundation$208,03212 12014–2025 CHENANGO COUNTY HISTORICAL SOCIETY

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 990 · $136,323 spent · pay $3,230 · grants $0 · events $35,454
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $78,406$78,406-- 57.5%
Depreciation and depletion $22,402$22,402-- 16.4%
Insurance $15,332$13,928$1,404- 11.2%
Fees: accounting $4,620-$4,620- 3.4%
Office expenses $4,026$2,769$1,257- 3.0%
Information technology $3,190$1,445$1,745- 2.3%
Other salaries and wages $3,000$3,000-- 2.2%
Other (as described)INDEPENDENCE DAY BRUNCH E $1,512$1,512-- 1.1%
Other (as described)DUES AND SUBSCRIPTIONS $1,095-$1,095- 0.8%
All other expenses $1,031$446$585- 0.8%
Other (as described) EventCHRISTMAS PARTY EXPENSE $692$692-- 0.5%
Other (as described)FOREIGN TAXES PAID $510-$510- 0.4%
Advertising and promotion $239-$239- 0.2%
Payroll taxes $230$230-- 0.2%
Interest $38-$38- 0.0%
Fundraising events Eventdirect expenses; gross income $71,300$34,762reported apart
Total$136,323100%

View the filing

2023 · Form 990 · $116,853 spent · pay $6,809 · grants $0 · events $34,782
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $57,327$57,327-- 49.1%
Depreciation and depletion $23,559$23,559-- 20.2%
Insurance $11,598$10,202$1,396- 9.9%
Other salaries and wages $6,325$6,325-- 5.4%
Office expenses $5,628$3,925$1,703- 4.8%
Fees: accounting $5,280-$5,280- 4.5%
Information technology $2,541$925$1,616- 2.2%
Other (as described)INDEPENDENCE DAY BRUNCH E $1,446$1,446-- 1.2%
Other (as described) EventMEMBERSHIP LUNCHEON EXPEN $700$700-- 0.6%
Advertising and promotion $615-$615- 0.5%
All other expenses $555$399$156- 0.5%
Payroll taxes $484$484-- 0.4%
Other (as described)TELEPHONE EXPENSE $470-$470- 0.4%
Other (as described)FOREIGN TAXES PAID $449-$449- 0.4%
Conferences, conventions and meetings $38$38-- 0.0%
Interest -$162--$162- -0.1%
Fundraising events Eventdirect expenses; gross income $68,015$34,044reported apart
Total$116,853100%

View the filing

2022 · Form 990 · $103,741 spent · pay $8,698 · grants $0 · events $14,986
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $42,817$42,817-- 41.3%
Depreciation and depletion $24,113$24,113-- 23.2%
Insurance $10,650$9,315$1,335- 10.3%
Other salaries and wages $8,080$8,080-- 7.8%
Office expenses $6,286$4,331$1,955- 6.1%
Fees: accounting $4,800-$4,800- 4.6%
Information technology $1,737$345$1,392- 1.7%
Other (as described)INDEPENDENCE DAY BRUNCH $1,733$1,733-- 1.7%
Other (as described) EventMEMBERSHIP LUNCHEON EXPEN $1,046$1,046-- 1.0%
All other expenses $897$391$506- 0.9%
Payroll taxes $618$618-- 0.6%
Other (as described)DUES AND SUBSCRIPTIONS $496-$496- 0.5%
Other (as described)TELEPHONE EXPENSE $462-$462- 0.4%
Interest $6-$6- 0.0%
Fundraising events Eventdirect expenses; gross income $55,358$13,940reported apart
Total$103,741100%

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2021 · Form 990 · $100,708 spent · pay $12,386 · grants $0 · events $47,055
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $37,207$37,207-- 36.9%
Depreciation and depletion $23,259$23,259-- 23.1%
Other salaries and wages $11,506$11,506-- 11.4%
Insurance $9,732$8,441$1,291- 9.7%
Fees: accounting $7,300-$7,300- 7.2%
Office expenses $2,972$1,983$989- 3.0%
Other (as described)INDEPENDENCE DAY BRUNCH E $2,510$2,510-- 2.5%
Other (as described)OTHER PROGRAM SERVICE EXP $2,166$2,166-- 2.2%
Information technology $1,751$514$1,237- 1.7%
Payroll taxes $880$880-- 0.9%
All other expenses $488$189$299- 0.5%
Other (as described)TELEPHONE EXPENSE $469-$469- 0.5%
Other (as described)DUES AND SUBSCRIPTIONS $400-$400- 0.4%
Advertising and promotion $68-$68- 0.1%
Fundraising events Eventdirect expenses; gross income $101,177$47,055reported apart
Total$100,708100%

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2020 · Form 990 · $80,549 spent · pay $14,821 · grants $0 · events $5,038
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $22,827$22,827-- 28.3%
Depreciation and depletion $21,446$21,446-- 26.6%
Other salaries and wages $13,768$13,768-- 17.1%
Insurance $9,059$7,913$1,146- 11.2%
Fees: accounting $5,001-$5,001- 6.2%
Office expenses $3,627$2,230$1,397- 4.5%
Other (as described)INDEPENDENCE DAY BRUNCH E $1,476$1,476-- 1.8%
Information technology $1,246$630$616- 1.5%
Payroll taxes $1,053$1,053-- 1.3%
Other (as described)TELEPHONE EXPENSE $410-$410- 0.5%
Other (as described)DUES AND SUBSCRIPTIONS $200-$200- 0.2%
All other expenses $174$110$64- 0.2%
Other (as described) EventCHRISTMAS PARTY EXPENSE $169$169-- 0.2%
Advertising and promotion $93-$93- 0.1%
Fundraising events Eventdirect expenses; gross income $15,493$4,869reported apart
Total$80,549100%

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2019 · Form 990 · $80,092 spent · pay $8,003 · grants $0 · events $14,605
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $27,596$27,596-- 34.5%
Depreciation and depletion $20,084$20,084-- 25.1%
Insurance $8,944$7,479$1,465- 11.2%
Other salaries and wages $7,434$7,434-- 9.3%
Office expenses $4,557$2,268$2,289- 5.7%
Fees: accounting $3,870-$3,870- 4.8%
Information technology $2,399$1,675$724- 3.0%
Other (as described)INDEPENDENCE DAY BRUNCH E $2,130$2,130-- 2.7%
Other (as described)DUES AND SUBSCRIPTIONS $630-$630- 0.8%
Payroll taxes $569$569-- 0.7%
All other expenses $541$225$217$99 0.7%
Other (as described) EventMEMBERSHIP LUNCHEON EXPEN $491$491-- 0.6%
Other (as described)TELEPHONE EXPENSE $417-$417- 0.5%
Conferences, conventions and meetings $250$250-- 0.3%
Advertising and promotion $180-$180- 0.2%
Fundraising events Eventdirect expenses; gross income $40,500$13,864reported apart
Total$80,092100%

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2018 · Form 990 · $81,748 spent · pay $6,964 · grants $0 · events $41,865
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $26,445$26,445-- 32.3%
Depreciation and depletion $19,244$19,244-- 23.5%
Insurance $12,387$11,289$1,098- 15.2%
Other salaries and wages $6,469$6,469-- 7.9%
Fees: accounting $3,384-$3,384- 4.1%
Office expenses $2,883$1,271$1,612- 3.5%
Other (as described)INDEPENDENCE DAY BRUNCH $2,227$2,227-- 2.7%
Fees: legal $2,020-$2,020- 2.5%
Other (as described)WEBSITE EXPENSE $1,640$1,640-- 2.0%
Fees: other services $1,040-$1,040- 1.3%
Other (as described)MEETING EXPENSE $1,014$1,014-- 1.2%
All other expenses $914$511$403- 1.1%
Other (as described)TELEPHONE $582-$582- 0.7%
Information technology $544-$544- 0.7%
Payroll taxes $495$495-- 0.6%
Advertising and promotion $460-$460- 0.6%
Fundraising events Eventdirect expenses; gross income $85,526$41,865reported apart
Total$81,748100%

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2017 · Form 990 · $75,192 spent · pay $7,579 · grants $0 · events $14,961
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $22,277$22,277-- 29.6%
Depreciation and depletion $17,219$17,219-- 22.9%
Insurance $11,889$10,722$1,167- 15.8%
Other salaries and wages $7,040$7,040-- 9.4%
Fees: accounting $4,540-$4,540- 6.0%
Office expenses $4,015$1,450$2,565- 5.3%
Other (as described)INDEPENDENCE DAY BRUNCH E $2,818$2,818-- 3.7%
Advertising and promotion $1,611-$1,611- 2.1%
Other (as described) EventMEMBERSHIP LUNCHEON EXPEN $793$793-- 1.1%
All other expenses $690$274$416- 0.9%
Other (as described)TELEPHONE $659-$659- 0.9%
Other (as described)WEBSITE EXPENSE $628$628-- 0.8%
Payroll taxes $539$539-- 0.7%
Information technology $474-$474- 0.6%
Fundraising events Eventdirect expenses; gross income $43,799$14,168reported apart
Total$75,192100%

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2016 · Form 990 · $102,691 spent · pay $9,429 · grants $0 · events $16,370
LineAs describedTotalProgramManagementFundraisingShare
All other expenses $24,033$22,288$1,042$703 23.4%
Other (as described) EventWEDDING AND RECEPTION EXP $15,072--$15,072 14.7%
Depreciation and depletion $14,646$14,646-- 14.3%
Insurance $11,675$10,508$1,167- 11.4%
Other (as described)REPAIRS AND MAINT - BUILD $10,827$10,827-- 10.5%
Other salaries and wages $8,759$8,759-- 8.5%
Other (as described)WEBSITE EXPENSE $6,498$6,498-- 6.3%
Fees: accounting $3,390-$3,390- 3.3%
Other (as described)UTILITIES - ELECTRICITY $3,204$3,204-- 3.1%
Office expenses $2,656$1,408$1,248- 2.6%
Advertising and promotion $899-$899- 0.9%
Payroll taxes $670$670-- 0.7%
Information technology $360-$360- 0.4%
Occupancy $2$2-- 0.0%
Fundraising events Eventdirect expenses; gross income $29,087$1,298reported apart
Total$102,691100%

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2015 · Form 990 · $76,923 spent · pay $8,693 · grants $0 · events $4,565
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $12,879$10,303$2,576- 16.7%
Insurance $10,974$8,779$2,195- 14.3%
All other expenses $10,547$8,438$2,109- 13.7%
Other salaries and wages $8,074$6,459$1,615- 10.5%
Other (as described)Law Maintenance $7,467$5,974$1,493- 9.7%
Other (as described)Utilities $7,332$5,866$1,466- 9.5%
Depreciation and depletion $5,659-$5,659- 7.4%
Other (as described) EventEvents $4,565$3,652$913- 5.9%
Other (as described)Conservator Fund Exp $3,324$2,659$665- 4.3%
Advertising and promotion $2,636$2,109$527- 3.4%
Office expenses $2,572$2,058$514- 3.3%
Payroll taxes $619$495$124- 0.8%
Fees: accounting $275$220$55- 0.4%
Total$76,923100%

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