2024-04-24T10:01:12-05:00 2022-12-31 043573806 WELCH & FORBES LLC 45 SCHOOL STREET BOSTON MA 021083204 990 2022-01-01 866654960 MELISSA MARSH HEAVER FUND FBO THE FIRE MELI 6175231635 45 SCHOOL ST 5TH FLOOR BOSTON MA 021083204 DANIEL R GORMAN TRUSTEE 6175231635 2024-04-22 true false WAYNE R KURPIEL P00107798 6175231635 2024-04-22 2022 2023-04-26 12:10:37Z X DANIEL R GORMAN 45 SCHOOL STREET 5TH FL BOSTON MA 021083204 53698 false X N/A X 2021 MA A SUPPORTING ORGANIZATION UNDER IRC 509(A)(3) TO THE FIRE MUSEUM OF MARYLAND (EIN 23-7116405) AND ITS EDUCATIONAL, HISTORIC, PRESERVATION AND MUSEUM FUNCTION AS A PUBLIC RESOURCE FOR ALL WHO VISIT ITS PREMISES. 0 0 0 0 0 0 0 10157 9688 0 10157 9688 5557 48549 0 0 0 0 10297 16528 15854 65077 -5697 -55389 894303 838914 0 0 894303 838914 A SUPPORTING ORGANIZATION UNDER IRC 509(A)(3) TO THE FIRE MUSEUM OF MARYLAND (EIN 23-7116405) AND ITS EDUCATIONAL, HISTORIC, PRESERVATION AND MUSEUM FUNCTION AS A PUBLIC RESOURCE FOR ALL WHO VISIT ITS PREMISES. false false MONETARY ASSISTANCE TO THE FIRE MUSEUM OF MARYLAND TO SUPPORT ITS PUBLISHED MISSION. true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false false false false false false false false false X 0 0 false false false false false false false true true true false false false false true false false false MA X WELCH & FORBES LLC 6175231635 45 SCHOOL ST 5TH FL BOSTON MA 02108 X DANIELR GORMAN TRUSTEE X 0 0 0 STEPHEN G HEAVER TRUSTEE X 0 0 0 THOMAS M BRUGGMAN TRUSTEE X 0 0 0 0 0 0 false false false 18245 18245 35453 44010 -8557 -8557 -8557 9688 -8557 18245 48549 48549 6000 6000 10528 10528 65077 48549 16528 0 83042 42065 811261 796849 894303 838914 0 0 X 894303 838914 894303 838914 894303 838914 -55389 X false false false X X 1 FIRE MUSEUM OF MARYLAND INC 237116405 10 true 48549 0 1 48549 0 true false false false false false false false false false false false false true false false true true 0 0 10028 10028 0 0 10297 0 931023 0 0 931023 0 0 931023 13965 917058 32097 0 32097 0 0 32097 32097 0 32097 48549 0 0 0 0 0 48549 0 32097 0 32097 0 0 0 0 0 15854 15854 0 15854 0 0 48549 0 16243 32306 0 0 32306 0 0 0 0 32306 SCHEDULE A, PART IV, SECTION D, ITEM 1 TAX YEAR 2021 IS THE INITIAL YEAR FILING. SCHEDULE A, PART IV, SECTION D ITEM 3 THE FIRE MUSEUM OF MARYLAND TRUSTEES PASS THE RESPONSIVENESS TEST OF REGULATION 1.509(a)-4(i)(2)(i) BY DIRECTING THE USE OF THE INCOME OR ASSETS OF THE MELISSA MARSH HEAVER FUND FBO THE FIRE MUSEUM OF MARYLAND IN ACCORDANCE WITH THE TRUST DOCUMENT AND INVESTMENT STRATEGIES OF THE ORGANIZATION. SCHEDULE A, PART IV, SECTION D ITEM 3 (CONT) IN ADDITION, THE ORGANIZATION MEETS THE RESPONSIVENESS TEST REGULATION 1.509(a)-4(i)(2)(iii) BECAUSE THE FIRE MUSEUM OF MARYLAND IS A NAMED BENEFICIARY UNDER THE TRUST GOVERNING INSTRUMENT. SCHEDULE A, PART V, SECTION D LINE 1 THIS AMENDED RETURN REPORTS $48,549 PAID TO SUPPORTED ORGANIZATIONS TO ACCOMPLISH EXEMPT PURPOSES. THIS LINE WAS MISSED ON THE ORIGINALLY FILED RETURN SCHEDULE A, PART V, SECTION E LINE 3e THIS AMENDED RETURN REPORTS $15,854 OF EXCESS DISTRIBUTIONS CARRYOVER TO 2022 FROM 2021. THE ORIGINAL RETURN DID NOT REPORT THIS CARRYOVER AS REPORTED ON THE ORIGINAL 2021 TAX RETURN SCHEDULE A, PART V, SECTION E LINE 8e AS A RESULT OF THE ABOVE CHANGES, THIS AMENDED RETURN REPORTS AN EXCESS DISTRIBUTION CARRYOVER TO 2023 FROM 2022 OF $32,306. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE ORGANIZATION DOES NOT PROVIDE A COPY OF THE TAX RETURN TO THE GOVERNING BODY BEFORE FILING. THE INVESTMENT MANAGEMENT TRUSTEE AT WELCH & FORBES LLC REVIEWS THE RETURN BEFORE FILING. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9 ALL TRUSTEES CAN BE REACHED AT EITHER THE ORGANIZATION'S MAILING ADDRESS OR THE ADDRESS OF THE FIRE MUSEUM OF MARYLAND, 1301 YORK ROAD, LUTHERVILLE, MD 21093 FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNNG DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 THE INITIAL CONTRIBUTION TO THE TRUST WILL PRODUCE DISTRIBUTABLE INCOME DURING THE LIFE OF THE TRUST. ACCORDING TO THE ORGANIZING DOCUMENT, 4 PERCENT OF THE ORGANIZATION'S NET ASSETS ARE DISTRIBUTED ANNUALLY WHICH WILL COINCIDE WITH THE 3.5 PERCENT OF THE EXCESS OF THE AGGREGATE FAIR MARKET VALUE OF NON-EXEMPT USE ASSETS.