2025-05-14T15:06:44-05:00 2024-06-30 061073221 DONALD L PERLROTH & CO CPAS 250 STATE STREET C-1 NORTH HAVEN CT 064732161 990 2023-07-01 060646762 NEW HAVEN COLONY HISTORICAL SOCIETY NEWH 2035624183 114 WHITNEY AVE NEW HAVEN CT 06510 BRIAN CONATSER PRESIDENT 2035624183 2025-05-14 1 0 JOHN D GORDON CPA P00168552 2032810522 2025-05-13 2023 2025-03-06 01:10:19Z BRIAN CONATSER 114 WHITNEY AVE NEW HAVEN CT 06510 1648808 0 X WWW.NEWHAVENMUSEUM.ORG X 1862 CT OPERATION OF MUSEUM AND LIBRARY REGARDING NEW HAVEN, CONNECTICUT 19 19 21 20 0 0 1354370 1204977 33253 40855 130 4443 255801 396053 1643554 1646328 0 0 0 0 581927 562939 0 0 31815 726471 806567 1308398 1369506 335156 276822 13236300 14201495 78675 242438 13157625 13959057 THE PRIMARY MISSION IS TO PROVIDE LECTURES, LIBRARY FACILITIES, MUSEUM TOURS, AND ADULT, CHILDREN AND SCHOOL PROGRAMS CONNECTED WITH THE ART, SCIENCE AND HISTORY OF CONNECTICUT, AND SPECIFICALLY THE NEW HAVEN AREA. 0 0 461694 20183 MUSEUM ACTIVITIES - THE SOCIETY OPERATES AN AREA WITHIN ITS BUILDING AS A MUSEUM CONTAINING INTERESTING OBJECTS CONNECTED WITH ART, SCIENCE AND HISTORY OF CONNECTICUT AND SPECIFICALLY THE NEW HAVEN AREA. THE MUSEUM IS OPEN TO THE GENERAL PUBLIC AND SCHOOL GROUPS THROUGHOUT THE YEAR. THE PHOTOGRAPHIC ARCHIVE DEPARTMENT PROVIDES RIGHTS TO AND REPRODUCTIONS OF IMAGES WORLDWIDE FOR PUBLICATION AND DISPLAY FROM THE THOUSANDS OF IMAGES DATING BACK TO THE 1840S IN THE COLLECTION. 157095 6868 LIBRARY ACTIVITIES - THE SOCIETY OPERATES AN AREA WITHIN ITS BUILDING AS A LIBRARY CONTAINING BOOKS AND OTHER LITERARY MATERIALS FOR READING, STUDY AND REFERENCE. THE LIBRARY IS OPEN TO THE GENERAL PUBLIC AND SCHOOL GROUPS THROUGHOUT THE YEAR. 422166 18455 EDUCATION - THE SOCIETY PROVIDES A NUMBER OF ACTIVITIES SUCH AS LECTURES AND EDUCATIONAL TOURS OF ITS BUILDING. TEACHER GUIDES AND MUSEUM BROCHURES ARE PUBLISHED AS REFERENCE GUIDES TO ALL MUSEUM AND LIBRARY COLLECTIONS. 1040955 1 1 0 0 0 0 0 1 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 21 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X X MARGARET ANNE TOCKARSHEWSKY EXECUTIVE DIRECTOR 2035624183 114 WHITNEY AVE NEW HAVEN CT 06510 KATHARINE MACE LEARNED PRESIDENT 4.00 X X 0 0 0 FREDERICK J JOHNSON 1ST VICE PRESIDENT 3.00 X X 0 0 0 CONSTANCE SHIELDS 2ND VICE PRESIDENT 3.00 X X 0 0 0 SUSAN WEISSELBERG SECRETARY 3.00 X X 0 0 0 TROY PADDOCK ASSISTANT SECRETARY 3.00 X X 0 0 0 BRIAN CONATSER TREASURER 4.00 X X 0 0 0 FRANCIS JAY BRODERICK ASSISTANT TREASURER 2.00 X X 0 0 0 PETER CLEMENT DIRECTOR 2.00 X 0 0 0 BASIE GITLIN DIRECTOR 2.00 X 0 0 0 PATRICIA SCUSSEL DIRECTOR 2.00 X 0 0 0 CHARLES L GRANQUIST DIRECTOR 2.00 X 0 0 0 ALDEN FERRO DIRECTOR 2.00 X 0 0 0 MATT SMITH DIRECTOR 2.00 X 0 0 0 BRANDON WARNER DIRECTOR 2.00 X 0 0 0 CHRISTINA WOODFORD DIRECTOR 2.00 X 0 0 0 JAMES FULTON III DIRECTOR 2.00 X 0 0 0 JEANNETTE R KOZIEL DIRECTOR 2.00 X 0 0 0 MERCEDES MACAPLINE DIRECTOR 2.00 X 0 0 0 FRED O'BRIEN DIRECTOR 2.00 X 0 0 0 MARGARET ANNE TOCKARSHEWSKY EXECUTIVE DIRECTOR 40.00 X 102295 0 22088 102295 0 22088 1 0 0 0 0 1204977 1204977 PROGRAM FEES 900099 25488 25488 MEMBERSHIP FEES 900099 14620 14620 RESEARCH & REPRODUCTIO 900099 747 747 40855 4443 4443 6230 0 6230 6230 6230 7131 2480 4651 4651 COMMNTY FDN - CG DISTR 900099 251646 251646 INCOME FROM TRUSTS 900099 87500 87500 COMMNTY FDN - INCOME 900099 46026 46026 385172 1646328 45506 0 395845 X 105760 74032 21152 10576 382128 379561 677 1890 5772 4356 1301 115 28800 26282 999 1519 40479 37633 1811 1035 112922 112922 254643 148538 104540 1565 11351 6876 4475 212831 193579 15402 3850 2277 897 1380 25632 23069 2050 513 46137 39182 6080 875 PURCHASE OF MUSEUM ARTI 40790 40790 SHIPPING AND STORAGE 19676 19676 PRINTING 19080 15315 1597 2168 TELEPHONE 10393 9665 468 260 50835 21504 21882 7449 1369506 1040955 296736 31815 1244343 1727985 1348657 1419374 973114 860277 2305 40647 3599 3638 37126 44441 1988250 1607440 388295 380810 7711196 7864947 1527665 1859376 13236300 14201495 78675 74927 0 167511 78675 242438 X 9920207 10534630 3237418 3424427 13157625 13959057 13236300 14201495 X 276822 524600 10 X X 0 0 0 X 632353 805162 1481426 1354370 1204977 5478288 632353 805162 1481426 1354370 1204977 5478288 5478288 313766 551927 304484 252689 395851 1818717 7297005 208281 0.75080 0.73650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 9238862 822279 392678 112922 9555541 8912799 830623 384270 120290 9238862 10600694 -1215914 371431 62701 8912799 8585943 2514473 365931 133791 10600694 8718099 318790 366560 84386 8585943 0.68900 0.31100 1 0 33290 33290 1779299 1475630 303669 175661 131810 43851 380810 INVESTMENTS AT COMMUNITY FOUNDATION 7864947 F 7864947 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1690594 RIGHT OF USE ASSET - BUILDING, NET 165082 SECURITY DEPOSIT 3700 1859376 LEASE LIABILITY 167511 167511 X 2170928 524600 524600 1646328 0 1646328 1369506 0 1369506 0 1369506 PART III, LINE 1A: IN ACCORDANCE WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS CODIFICATION 958, THE SOCIETY DOES NOT CAPITALIZE DONATED ITEMS TO ITS COLLECTION OR RECOGNIZE THEM AS REVENUES OR GAINS. THE PROVISIONS STATE THAT SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. PART III, LINE 4: THE ORGANIZATION MAINTAINS WITHIN ITS BUILDING A LIBRARY CONTAINING BOOKS AND OTHER LITERARY MATERIAL FOR READING, STUDY AND REFERENCE. THE ORGANIZATION ALSO MAINTAINS WITHIN ITS BUILDING A MUSEUM CONTAINING INTERESTING OBJECTS CONNECTED WITH ART, SCIENCE AND HISTORY OF CONNECTICUT AND SPECIFICALLY THE NEW HAVEN AREA. THESE AREAS ARE AVAILABLE TO THE PUBLIC FOR VIEWING AND/OR RESEARCH. PART V, LINE 4: HELD FOR FUTURE PURCHASES FOR ORGANIZATION'S LIBRARY AND MUSEUM AND FOR REPAIRS AND MAINTENANCE OF FACILITY. PART X, LINE 2: THE SOCIETY IS A NON-STOCK, NOT-FOR-PROFIT CORPORATION, EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND CONTRIBUTIONS TO IT ARE TAX DEDUCTIBLE WITHIN THE LIMITATIONS PRESCRIBED BY THE CODE. EACH YEAR, THE SOCIETY EVALUATES ITS TAX POSITIONS. AS OF JUNE 30, 2024, THE SOCIETY DETERMINED IT HAS NO UNCERTAINTIES REGARDING INCOME TAXES. THE SOCIETY IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2021. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY (FINANCE COMMITTEE) FOR REVIEW BEFORE SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C THE INDIVIDUAL DIRECTORS AT LEAST ANNUALLY LIST ANY POSSIBLE CONFLICTS OF INTEREST IN A SIGNED STATEMENT WHICH IS REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE DETERMINES COMPENSATION BY REVIEWING COMPARABLE DATA. THE AMOUNT OF COMPENSATION IS THEN APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. FORM 990 IS ALSO AVAILABLE ONLINE THROUGH THE GUIDESTAR WEBSITE SOON AFTER FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL AND CONSULTING: PROGRAM SERVICE EXPENSES 148,538. MANAGEMENT AND GENERAL EXPENSES 104,540. FUNDRAISING EXPENSES 1,565. TOTAL EXPENSES 254,643. FORM 990, PART XI, LINE 9: ROUNDING 10. FORM 990, PART XII, LINE 2C, OVERSIGHT OF AUDIT AND SELECTION PROCESS: THE ORGANIZATION HAS A COMMITTEE THAT OVERSEES THE AUDIT OF ITS FINANCIAL STATEMENTS AND THAT SELECTS AN INDEPENDENT ACCOUNTANT. THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM THE PREVIOUS YEAR.