Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
HISTORIC BOULDER INC
Employer identification number
23-7223041
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
131,960
29,158
35,357
47,041
20,812
264,328
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
45,319
33,920
42,460
36,539
41,292
199,530
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
177,279
63,078
77,817
83,580
62,104
463,858
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
3,148
4,647
7,795
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
3,148
4,647
7,795
8
Public Support (Subtract line 7c from line 6.)
456,063
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
177,279
63,078
77,817
83,580
62,104
463,858
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
58,819
87,743
-54,084
-25,853
94,969
161,594
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
58,819
87,743
-54,084
-25,853
94,969
161,594
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
236,098
150,821
23,733
57,727
157,073
625,452
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
72.920 %
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
92.680 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
26.000 %
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
7.000 %
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
HISTORIC BOULDER INC
Employer identification number
23-7223041
Identifier
Return Reference
Explanation
FIRST ACHIEVEMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4A
1,000 HOURS OF VOLUNTEER TIME, INCLUDING THE TREMENDOUS EFFORTS OF THE TALENTED HANNAH BARKER HOUSE COMMITTEE, MEMBERS OF THE SIGMA ALPHA EPSILON FRATERNITY AT CU-BOULDER AND THE BOULDER COUNTY SHERIFF'S DEPARTMENT WORK RELEASE PROGRAM. ADDITIONALLY, GENEROUS IN-KIND DONATIONS FROM VERMILION, WALSH ENGINEERING, HIGHLAND CITY CLUB, AND TOM LYON, ARCHITECT, HAVE BEEN INTEGRAL IN BEGINNING THE RESTORATION OF THIS SIGNIFICANT LANDMARK. EVEN THOUGH HISTORIC BOULDER WILL CONTINUE TO SEEK DONATIONS AND PURSUE GRANT OPPORTUNITIES, HISTORIC BOULDER ANTICIPATES INVADING THE PRINCIPAL OF ITS ENDOWMENT IN ORDER TO FUND THE PROJECT. ALTHOUGH THE ECONOMIC DOWNTURN LESSEN THE PRESSURE OF POTENTIAL DEMOLITION OR INCOMPATIBLE ADDITIONS TO BOULDER'S HISTORIC RESOURCES, HISTORIC BOULDER CONTINUED TO ADVOCATE FOR THE PRESERVATION OF SIGNIFICANT STRUCTURES. THE ECONOMIC DOWNTURN ALSO POSED GREAT CHALLENGES FOR FUNDRAISING - A CHALLENGE FACED BY VIRTUALLY EVERY NON-PROFIT ACROSS THE COUNTRY. HISTORIC BOULDER'S MEMBERSHIP CONTINUED TO RESPOND GENEROUSLY ESPECIALLY TO OUR NO-SHOW SHOW AND ANNUAL APPEAL. IN ADDITION TO OUR LIFE BUSINESS MEMBERS - KINGBERY BARIS VOGEL AND NUTTALL, CPAS AND ADVISORS, AND THE PEDESTRIAN SHOPS, HISTORIC BOULDER IS PLEASED TO EXPAND IT PARTNERSHIPS WITH LOCAL BUSINESSES THAT JOINED AS BUSINESS MEMBERS. HISTORIC BOULDER CONTINUED TO OFFER EDIFYING EDUCATIONAL PROGRAMS. THE WINTER/SPRING SALON SERIES: TRAVELING TO ANCIENT LANDS: CONVERSATIONS ABOUT HISTORIC PRESERVATION IN BOULDER'S SISTER CITIES TRANSPORTED PEOPLE TO DUSHANBE, TAJIKISTAN; YAMAGATA CITY, JAPAN; CIUDAD MANTE, MEXICO; AND YATERAS (SISTER CITY) AND HAVANA, CUBA. THE SPRING HOUSE TOUR REPRISED THE POPULAR ARCHITECTS & DESIGNERS AT HOME TOUR HIGHLIGHTING DISTINCTIVE DWELLINGS ARCHITECTS AND DESIGNERS CREATED FOR THEMSELVES AND THEIR FAMILIES WHILE SHOWCASING BUILDINGS FROM BOULDER'S MORE RECENT PAST. THE POPULAR MINI-WALK THROUGH HISTORY TOOK US ON A FASCINATING WALKING TOUR OF NIWOT. IN SEPTEMBER, A HARDWORKING CADRE OF VOLUNTEERS ORGANIZED THE REUSE RESALE FINDING GOOD HOMES FOR DONATED ITEMS WHILE RAISING VITAL FUNDS. THE FALL SALON SERIES: WATER, WATER, WATER EVERYWHERE ILLUMINATED THE VITAL ROLE WATER, DITCHES, AND OTHER IRRIGATION SYSTEMS PLAY LOCALLY. IN OCTOBER, CROWDS GATHERED TO "MEET THE SPIRITS" IN COLUMBIA CEMETERY. THE YEAR CONCLUDED WITH THE 27TH ANNUAL HISTORIC HOMES FOR THE HOLIDAYS TOUR. ONE OF BOULDER'S MOST ENDURING HOLIDAY TRADITIONS, THE TOUR FEATURED SEVEN FABULOUS HOMES ALONG MAXWELL AVENUE - ONE OF THE CITY'S FIRST MIXED-USED STREETS.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
NO REVIEW WAS OR WILL BE CONDUCTED.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
UPON REQUEST
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.