Skip to content
Nonprofiteer
← HISTORICAL SOCIETY OF CHESHIRE CTY

Form 990 for tax year 2024

Filed by HISTORICAL SOCIETY OF CHESHIRE CTY.

Totals

Total revenue
$774,526
Total expenses
$640,584
Contributions and grants received
$606,781
Grants paid
$0
Program service revenue
$25,621
Investment income
$89,409
Other revenue
$52,715
Total assets, end of year
$6,790,815
Total liabilities, end of year
$38,119
Net assets or fund balances, end of year
$6,752,696
Program services expenses (Part IX)
$436,267
Management and general expenses
$168,999
Fundraising expenses
$35,318
Program service expenses (Part III)
$436,267

Program services were 68.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $31,253

  • 1f · All other contributions, gifts and grants

    $575,528

  • 2a · Program service revenue: SALES MUSEUM STORE

    total $19,686 · related or exempt $19,686

  • 2b · Program service revenue: PUBLICATION FUND

    total $5,935 · related or exempt $5,935

  • 3 · Investment income

    total $116,422 · excluded $116,422

  • 6a · Gross rents

    real property $3,320

  • 6c · Rental income or loss

    real property $3,320

  • 6d · Net rental income or loss

    total $3,320 · excluded $3,320

  • 7a · Gross sales of assets other than inventory

    securities $397,238

  • 7b · Less cost or other basis and sales expenses

    securities $424,251

  • 7c · Gain or loss

    securities -$27,013

  • 7d · Net gain or loss

    total -$27,013 · excluded -$27,013

  • 8a · Fundraising events: gross income

    $55,475

  • 8b · Fundraising events: direct expenses

    $7,995

  • 8c · Net income from fundraising events

    total $47,480 · excluded $47,480

  • 11a · Other revenue: MISCELLANEOUS

    total $1,915 · excluded $1,915

  • 11e · Other revenue, total

    $1,915

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $277,216 · program services $136,868 · management and general $109,145 · fundraising $31,203

  • 8 · Pension plan contributions

    total $4,692 · program services $2,120 · management and general $2,089 · fundraising $483

  • 9 · Other employee benefits

    total $12,091 · program services $5,463 · management and general $5,383 · fundraising $1,245

  • 10 · Payroll taxes

    total $23,174 · program services $10,470 · management and general $10,317 · fundraising $2,387

  • 11c · Fees: accounting

    total $12,530 · management and general $12,530

  • 11f · Fees: investment management

    total $28,085 · management and general $28,085

  • 12 · Advertising and promotion

    total $14,325 · program services $14,325

  • 13 · Office expenses

    total $31,453 · program services $31,453

  • 16 · Occupancy

    total $22,662 · program services $22,662

  • 17 · Travel

    total $527 · program services $527

  • 22 · Depreciation, depletion and amortization

    total $84,962 · program services $84,962

  • 23 · Insurance

    total $20,726 · program services $20,726

  • 24a · Other expenses: SPECIAL PURPOSE

    total $61,930 · program services $61,930

  • 24b · Other expenses: EDUCATIONAL PROGRAM - SCH

    total $12,034 · program services $12,034

  • 24c · Other expenses: MUSEUM SHOP

    total $9,686 · program services $9,686

  • 24d · Other expenses: REPAIRS/MAINTENANCE

    total $9,506 · program services $9,506

  • 24e · All other expenses

    total $14,985 · program services $13,535 · management and general $1,450

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $687 · end of year $365

  • 2 · Savings and temporary cash investments

    beginning of year $699,705 · end of year $615,269

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,448 · end of year $2,506

  • 10a · Land, buildings and equipment: cost or other basis

    $3,211,036

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,369,759

  • 10c · Land, buildings and equipment, net

    beginning of year $1,917,253 · end of year $1,841,277

  • 11 · Investments: publicly traded securities

    beginning of year $3,609,846 · end of year $4,231,398

  • 15 · Other assets

    beginning of year $100,000 · end of year $100,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,208 · end of year $10,944

  • 19 · Deferred revenue

    beginning of year $615 · end of year $27,175

  • 27 · Net assets without donor restrictions

    beginning of year $4,532,837 · end of year $4,625,515

  • 28 · Net assets with donor restrictions

    beginning of year $1,788,279 · end of year $2,127,181

Mission and programs · 2024

Mission

TO PROMOTE HISTORICAL, GENEALOGICAL AND ANTIQUARIAN RESEARCH, TO COLLECT & PRESERVE BOOKS, PAPERS, MAPS, ETC AND TO PUBLISH RESULTS OF SUCH RESEARCH.

  • LECTURES, WORKSHOPS AND GENEALOGICAL STUDIES TO AID IN ENHANCING THE HISTORICAL PRESERVATION OF THE CHESHIRE COUNTY. HISTORICAL PROPERTIES ARE OPEN TO THE PUBLIC.

    Expenses $436,267 · Revenue $25,621

As filed on the 2024 return.

Listed in Part VII

  • KELLY BUDD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • JUDY ROGERS

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • BARRY FAULKNER

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • MARY DELISLE

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • BRIDGET HANSEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • ROWLAND RUSSELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AARON LIPSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KAREN LYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • DAVID STABLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • REINETTE REILLY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JULIE PEARSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN SILVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SUSAN MURRAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY PIPP

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MATT BOULTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEFF INGRAM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID THERRIEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.0
Source object
202533219349303058

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.