2026-01-28T17:54:53-05:00 2024-09-30 990 2023-10-01 060983256 Coventry Historical Society Incorpporated COVE 4012651085 PO Box 534 Coventry CT 06238 Daniel Gorka Treasurer 4012651085 2026-01-29 false 2023 2025-03-06 01:10:19Z Coventry Historical Society Inc PO Box 534 Coventry CT 06238 216613 false X ctcoventryhistoricalsociety.dreamhosters.com X 1962 CT To discover collect and preserve whatever pertains to the history of the Town of Coventry and the surrounding area; to encourage research and make it available to members and the public; to educate the general public through displays programs events and historic structures as to the history of Coventry CT 11 10 0 12 0 0 142270 4541 13797 7939 168547 0 0 10608 0 0 29441 40049 128498 418892 0 418892 X To discover collect and preserve whatever pertains to the history of the Town of Coventry and the surrounding area; To promote and encourage historical research in all its aspects and to make available to the members of the society and to the public the results of this research; To hold meetings and to discuss such matters as are of interest to the members of the society and the public; And in general to carry on any and all activities appropriate for a historical society. false false 2378 0 3956 Combined fundraiser Program lecture on 20th century Amercian herbalist Adelma Grenier-Simmons known as The First Lady of Herbs. The luncheon serves authentic recipes published by her and discusses the recipes being served. The meal is preceded by a keynote speaker. 0 0 400 The program is a winter potlock or pay dinner lecture series focused on local history topics 0 0 185 The program is an annual event to appraise and explain the historical signifgance of the publics personal artifacts. A covered charged is assessed at $5 3 appraisals 2378 true true false false false false false true false false 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 true false false false false false false false false false true 0 0 true 0 false false false false false false false false X 11 10 true false false false true true false true false false false true false false true false false false CT X Daniel Gorka 4012651085 179 Cooper Lane Coventry CT 06238 Susan Way Executive Board Member Archivist 18.70 0.00 X 11018 0 0 James Murphy Executive Board Member President 2.10 0.00 X X 0 0 0 John Holmy Executive Board Member Vice Preside 3.50 0.00 X X 0 0 0 Daniel Gorka Executive Board Member Treasurer 3.30 0.00 X X 0 0 0 Steve Marshall Executive Board Member Secretary 1.40 0.00 X X 0 0 0 Bill Jobbagy Executive Board Member at Large 1.20 0.00 X 0 0 0 James Wicks Executive Board Member at Large 1.80 0.00 X 0 0 0 Joyce Wicks Executive Board Member at Large 1.20 0.00 X 0 0 0 Rachel Dawkins Executive Board Member at Large 1.70 0.00 X 0 0 0 Michelle Heimell Executive Board Member at Large 1.00 0.90 X 0 0 0 Peter Hershonik Executive Board Member at Large 0.90 0.00 X 0 0 0 11018 0 0 0 false false false 0 2854 0 0 0 139416 25389 142270 Museums 712110 3956 3956 0 0 Museums 712110 400 400 0 0 Museums 712110 185 185 0 0 4541 10947 10947 0 0 0 0 0 0 0 0 0 0 6740 0 3884 0 2856 0 2856 0 0 2856 44284 0 41434 0 2850 0 2850 0 0 2850 0 0 0 0 0 0 0 0 0 0 0 0 7831 2748 5083 5083 0 0 0 168547 20571 0 5706 X 10608 0 10608 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 4500 0 4500 0 0 0 0 0 0 0 0 0 0 0 2207 0 2207 0 2730 0 2730 0 0 0 0 0 2018 0 2018 0 101 0 101 0 0 0 0 0 10781 0 10781 0 0 0 0 0 0 0 0 0 3616 2378 1238 0 0 0 0 0 260 0 260 0 0 0 0 0 703 0 703 0 Acquisition of 100+ yr old glass plate negatives of local photography 2525 0 2525 0 40049 2378 37671 0 16344 22863 41371 129705 0 0 0 0 0 0 0 0 0 0 0 25390 0 0 52615 38513 14102 14102 191798 226832 0 0 0 0 0 0 0 0 263615 418892 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 249514 404791 14102 14102 0 0 263616 418893 263616 418893 X 128498 35035 0 2207 0 -10463 X false false false X 5792 13547 23395 16550 19302 78586 5792 13547 23395 16550 19302 78586 27896 50690 13122 14822 13593 17389 17687 76613 155199 53946 0.3266 0.3606 X Part II - Line 1, Unusual Grant Lists | Name of the Contributor:, Date of Grant:, Year:, Amount:, Description:| Donor, 11 03 2023, "2023", $122968, CHS was assigned the residue of the estate of Adelma Grenier Simmons. The estates charitable found. was dissolved through a petition of approximation cy press via Probate. CHS was to establish a restricted fund for the purposes of education in the fields of horticulture and floriculture particularly herbs and to promote continued interest in those fields. The purpose is in alignment with CHSs tax-exempt purpose based on its historical importance and educational goals.| RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 14102 0 14102 38513 0 38513 0 0 0 0 0 0 0 0 0 0 0 0 0 14102 Part III, line 1a *Non-cash donations namely historical artifacts are not presented in this statement as revenue or maintained on the balance sheet as inventory. Acquisitions paid for and made by the organization are recorded as an expense for the year the purchase was made. Part III, line 4 The organization maintains historical artifacts that are significantly related to the Town of Coventry history dating back to the 18th century to near present. Programs are developed through research by the Archivist or others and exhibition lecture events are held to discuss the historical significance of the artifacts; Most programs are free. The archives are also open to the public by appointment. X 22968 5,108 books at $4.5 each X 1 280 Actual Amount Paid X 2 1785 Educational books via a cy press re-assignment of charitable of the estate of Adelma G. Simmons. Di X Projector, Tripod, Screen for presentation 1 356 Actual Amount Paid 0 false true false FormAndLineReferenceDesc: Part I, Column(b) 22.Historical artifacts-Number Of Item Contributed: 1 FormAndLineReferenceDesc: Part I, Column(b) 22.Historical artifacts-Number Of Item Contributed: 1 FormAndLineReferenceDesc: Part I, Column(b) 22.Historical artifacts-Number Of Item Contributed: 1 FormAndLineReferenceDesc: Part I, Column(b) 22.Historical artifacts-Number Of Item Contributed: 1 Part VI, Line 2 | Employee:, Relationship:, Employee:| James Wicks, Family Relationship, Joyce Wicks| Part VI, Section A, Line 6 Members can vote when present at the annual meeting for the budget and executive board members and officers. A nominating committee presents the initial nominees for board members at large and officers but members can nominate alternates. The executive board members including officers are required to be members in order to serve and are delegated the authority to conduct normal business. P Part VI, Section A, Line 7a | Class of the Person:, Nature of their rights:| All members present at the annual meeting, Vote to approve the annual budget and elect officers and other executive board members| Part VI, Section A, Line 8b The Secretary records the minutes. Committees can support activities such as programs but can only recommend expenditures and revenue rates subject to approval by the executive board. Part VI, Section B, Line 11b No review was or will be conducted Part VI, Section C, Line 19 No documents available to the public Part VII, List Of Officers | Employee Name:, Description:| Susan Way, Archivist is compensated for performing archival duties generally up to 12 hrs per week and also volunteers ~6.4hrs wk for other activities| Part IX, line 11g | Description:, Amount:| Part time help 3hrs per week for archiving assistance, $2730| Part XI, Line 9 | Description:, Explanation:, Amount:| Wells Fargo Mutual Stock Fund - Sweep Account Interest, Included in Part VIII Line 3 but Re-invested back into the fund and reduces the FMV of that fund, $-65| Wells Fargo Mutual Stock Fund Ordinary Dividends, Included in Part VIII Line 3 but Re-invested back into the fund and reduces the FMV of that fund, $-7548| Wells Fargo Mutual Stock Fund Capital Gains Distribution, Included in Part VIII Line 3 but Re-invested back into the fund and reduces the FMV of that fund, $-1470| Wells Fargo Gain Loss from sale of stocks of which the proceeds were reinvested back into the fund., Included in Part VIII Line 7.c. but Re-invested back into the fund and reduces FMV of the fund, $-1380| Part VI,line 1A | Explanation:| Part VI Line 1a - Two self-employed persons are hired on a part-time basis performing Archiving duties. One self-employed person is a board member. See Section VII regarding the board member and other self-employed persons compensation. Part VI,line 2 | Explanation:| Two of the 12 board members are related. Neither is compensated Part VI,line 6 | Explanation:| There are approximately 30 to 60 members of which up to 12 board members including four President Vice President Treasurer Secretary. Part VI,line 7a | Explanation:| The members elect the members of the governing body which consists of 12 board members including its four officers President Vice President Treasurer Secretary Part VI,line 7b | Explanation:| Members vote to approve the annual budget and nominate Officers and other Board Members for election at the annual board meeting Part VI,line 8b | Explanation:| Committees are limited to formulating recommendations that are presented and subject to board approval. Those recommendations are documented at board meetings. Part VI,line 11b | Explanation:| The Form 990 and attached schedules were provided to board members by email and discussed at the following board meeting to members present. All board members were invited to ask questions or provide input via email or at the board meeting. Part VI,line 19 | Explanation:| Policies and financial statements to the public are made upon request. Part VII,line 1a | Explanation:| The Archivist is a Board Member. The Archivist volunteers 6.4hrs wk and is compensated for the difference in total hours listed. All other Board members besides the Archivist perform volunteer hours only. Part VIII,line 1f | Explanation:| During the 2023 filing year FY ending on 9 30 24 the CHS received a distribution from the estate of Adelma Grenier Simmons who willed the entirety of her estate to setting up a non-profit foundation. The foundation failed and the probate court approved the Connecticut State Attorney Generals petition of approximation cy pres to transfer the residue of the estate to the effectively the charitable assets of the Non-Profit foundation to CHS to be use as a restricted fund for non-profit purposes that are in alignment with the CHSs tax-exempt purpose. The CHS did not characterize this donation as an unusual donation in Schedule A due to its assignment of existing charitable assets on a restricted basis via cy pres as petitioned by the States attorney general. Part VIII,line 6b | Explanation:| 30% of the square footage of the CHSs main museum is rented to a tenant that performs some docent duties in accordance with the lease. Rental expenses are pro-rated at: 1 100% for direct repair expenses; 2 50% for yard maintenance and internet; 3 30% for common building systems; 4 75% for waste Trash & Septage; 10% for property insurance. Part VIII,line 10a | Explanation:| Inventory sold is mostly educational books and artifacts donated. Part IX,line 11 | Explanation:| Part time help 3hrs per week for archiving assistance $2730 Part IX,line 19 | Explanation:| These expenses are attributed to educational lectures held by CHS. Part X & XI,line 9 | Explanation:| Part XI Line 9 - The FMV of securities in Line 11 of Part X is overstated by the amount of Mutual Stock Fund Realized Sweep account int. 65 ord. div. 7548 Cap. Gains 1470 recognized VIII Line 3 Plus Realized gain loss 1380 Reported in VIII line 7.c. XI Line 9. reconciles this by reducing FMV of the securities value reported in X Line 11 Part V,line 2a | Explanation:| Checked yes for id the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming gambling winnings to prize winners? because the software required checking yes or no. However there were no reportable gaming activities. Part V,line 1a | Explanation:| Regarding Part V Line 1a: ... The organization prepared Form 1099-NECs for the 2024 tax year but was unable to timely file Form 1096 due to a nationwide backorder of the specific paper forms required for submission. The organization attempted to file electronically via the new IRS IRIS system but was unable to complete registration due to multi-party authentication requirements incompatible with our volunteer board structure. We have submitted the required paper forms upon obtaining them and in parallel with this Form 990 Submission. An IRS-approved Form 8868 extension pushed the deadline to August 15 2025 now overdue by several months. However the organization is a small all-volunteer historical society with limited resources. The filing was delayed due to the complexity of correctly recording a substantial one-time distribution from an estate Cy Pres doctrine which required the reconstruction of historical financial records to ensure accurate reporting of Public Support percentages. The volunteer Treasurer has now established a new robust accounting system to ensure all future filings are timely. We respectfully request abatement of any penalties due to reasonable cause and good faith efforts to comply.