Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 05-01-2013 , and ending 04-30-2014
Name of foundation
MONSON HISTORICAL SOCIETY INC
 

Number and street (or P.O. box number if mail is not delivered to street address)1 GREEN STREET NO 1   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MONSON, MA01057
A Employer identification number

04-2595563
B Telephone number (see instructions)

(413) 267-4292
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$678,762
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 635
2 Check bullet
3 Interest on savings and temporary cash investments 26 26 26
4 Dividends and interest from securities...... 21,239 21,239 21,239
5a Gross rents.............. 14,720 14,720 14,720
b Net rental income or (loss) -2,037
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances 40
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 40 40
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 36,660 35,985 36,025
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 450 0 0 0
c Other professional fees (attach schedule).... 2,584 0 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 450 0 0 0
19 Depreciation (attach schedule) and depletion... 8,234 4,589 8,234
20 Occupancy.............. 7,912 0 0 0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,544 12,168 12,168 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,174 16,757 20,402 0
25 Contributions, gifts, grants paid........ 200 200
26 Total expenses and disbursements. Add lines 24 and 25 32,374 16,757 20,402 200
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,286
b Net investment income (if negative, enter -0-) 19,228
c Adjusted net income (if negative, enter -0-)... 15,623
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 17,459 10,679 10,679
2 Savings and temporary cash investments.......... 11,381 11,719 11,719
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet204,184
Less: accumulated depreciation (attach schedule) bullet109,298 96,277 Click to see attachment94,886 165,702
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 302,643 Click to see attachment317,697 346,359
14 Land, buildings, and equipment: basis bullet190,866
Less: accumulated depreciation (attach schedule) bullet65,397 128,804 Click to see attachment125,469 144,303
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 556,564 560,450 678,762
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment7,488 Click to see attachment7,088
23 Total liabilities (add lines 17 through 22).......... 7,488 7,088
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 549,076 553,362
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 549,076 553,362
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 556,564 560,450
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 549,076
2 Enter amount from Part I, line 27a..................... 2 4,286
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 553,362
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 553,362
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 50 335,885 0.000149
2011 0 454,085 0.000000
2010 6,678 448,913 0.014876
2009 5,795 397,493 0.014579
2008 4,031 404,916 0.009955
2 Total of line 1, column (d) ...................... 2 0.039559
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.007912
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 343,765
5 Multiply line 4 by line 3....................... 5 2,720
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 192
7 Add lines 5 and 6......................... 7 2,912
8 Enter qualifying distributions from Part XII, line 4.............. 8 200
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 385
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 385
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 385
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 385
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARY SWIERAD Telephone no.bullet (413) 267-4292
    Located atbulletONE GREEN STREETMONSONMA ZIP+4bullet01057
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    DENNIS SWIERAD PRESIDENT
    0.00
    0 0 0
    2 FLYNT AVE
    MONSON,MA01057
    TAMARA CABEY V PRES
    0.00
    0 0 0
    45 LAKESIDE
    MONSON,MA01057
    RICHARD K MCNABB TREASURER
    0.00
    0 0 0
    19 LAKSIDE DRIVE
    MONSON,MA01057
    TAMARA CABEY SECRETARY
    0.00
    0 0 0
    45 LAKESIDE
    MONSON,MA01057
    LYNN RUSSELL DIRECTOR
    0.00
    0 0 0
    9 KING STREET
    WESTFIELD,MA01085
    WILLIAM DOMINICK DIRECTOR
    0.00
    0 0 0
    103 MAIN STREET
    MONSON,MA01057
    DENIS DUQUETTE DIRECTOR
    0.00
    0 0 0
    12 HIGH ST
    MONSON,MA01057
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 MAINTENANCE OF MUSEUM FACILITY SERVING THE 7500 RESIDENCES OF THE TOWN OF MONSON, MA AND NUMEROUS VISITORES FROM AREAS OUTSID OF MONSON, MA 7,912
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$  
    a Applied to 2012, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2013 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
    1987-05-08
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
    15,623 16,311 10,418 22,446 64,798
    b 85% of line 2a ......... 13,280 13,864 8,855 19,079 55,078
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    200 50 0 6,771 7,021
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
    0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    200 50 0 6,771 7,021
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
            0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
            0
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
            0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
    635     635 1,270
    (3) Largest amount of support
    from an exempt organization
            0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    SILVER STREET CHAPLE
    SILVER STREET
    MONSON,MA01057
        CONSERVATION OF THE CHAPLE 100
    TW OF MONSON MEMORIAL HALL BENIFIT
    MAIN STREET
    MONSON,MA01057
        RESTORATION OF MEMORIAL HALL 100
    Total .................................bullet 3a 200
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
            26
    4 Dividends and interest from securities....         21,239
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 531120 -2,037      
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..         40
    11 Other revenue: aINSURANCE SETTLEMENT          
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -2,037 0 21,305
    13Total. Add line 12, columns (b), (d), and (e)..................
    1319,268
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    2 MEMBERSHIP DUES COLLECTED ON A PER MEMBER BASIS. DUES HELP DEFRAY SOCIETY OPERATING COSTS INCLUDING COSTS TO OPERATE AND MAINTAIN THE MUSEUM
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    MONSON HISTORICAL SOCIETY INC
    EIN: 04-2595563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LELAND D CHURCH 450 0 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    MONSON HISTORICAL SOCIETY INC
    EIN: 04-2595563
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    HOUSE 1985-12-01 36,000 23,400 SL 40.000000000000 900 900 900  
    LAND 1985-12-01 8,500   L   0 0 0  
    LAND 2003-10-27 1,250   L   0 0 0  
    IMPROVEMENTS 1986-11-01 12,093 7,857 SL 40.000000000000 302 302 302  
    IMPROVEMENTS 1987-11-01 25,181 16,058 SL 40.000000000000 630 630 630  
    IMPROVEMENTS 1988-11-01 17,280 10,584 SL 40.000000000000 432 432 432  
    IMPROVEMENTS 1989-11-01 3,566 3,563 SL 20.000000000000 0 0 0  
    IMPROVEMENTS 1990-11-01 700 700 SL 20.000000000000 0 0 0  
    RAIN GUTTERS 1990-11-01 365 365 SL 20.000000000000 0 0 0  
    DOOR 1990-11-01 273 273 SL 20.000000000000 0 0 0  
    CHIMNEY WORK 1992-04-30 1,190 1,190 SL 20.000000000000 0 0 0  
    CHIMNEY WORK 1992-05-06 2,800 2,800 SL 20.000000000000 0 0 0  
    CELLAR WINDOWS 1992-07-08 372 372 SL 20.000000000000 0 0 0  
    ROOF 1992-08-10 5,678 3,925 SL 30.000000000000 189 189 189  
    GUTTERS 1992-09-24 770 770 SL 20.000000000000 0 0 0  
    PAVING 1992-11-13 800 800 SL 15.000000000000 0 0 0  
    BATHROOM 1995-03-06 8,322 3,873 SL 39.000000000000 213 213 213  
    SIDEWALK 1994-09-06 1,450 1,450 SL 15.000000000000 0 0 0  
    APARTMENT IMPROVEMENTS 1996-09-03 11,569 4,935 SL 39.000000000000 297 297 297  
    APPLIANCES 1986-11-01 1,745 1,745 SL 7.000000000000 0 0 0  
    STOVE 1992-10-12 524 524 SL 7.000000000000 0 0 0  
    DRYER 1993-02-02 399 399 SL 7.000000000000 0 0 0  
    HOT WATER TANK 1995-01-12 875 875 SL 7.000000000000 0 0 0  
    STOVE,REFRIGERATOR 1996-08-19 950 950 SL 7.000000000000 0 0 0  
    COMPUTER 2003-03-31 1,595 1,595 200DB 5.000000000000 0 0 0  
    HP INKJET PRINTER 2003-06-02 180 90 200DB 5.000000000000 0 0 0  
    LAND - MUSEUM 1986-11-01 84,700   L   0 0 0  
    IMPROVEMENTS 1986-11-01 14,962 9,725 SL 40.000000000000 374 0 374  
    IMPROVEMENTS 1987-11-01 1,985 1,269 SL 40.000000000000 50 0 50  
    IMPROVEMENTS 1988-11-01 9,600 5,880 SL 40.000000000000 240 0 240  
    IMPROVEMENTS 1989-11-01 11,162 6,557 SL 40.000000000000 279 0 279  
    CHIMNEY 1990-11-01 1,420 801 SL 40.000000000000 36 0 36  
    PAINT, PLASTER ECT 1990-11-01 2,098 1,176 SL 40.000000000000 52 0 52  
    FURNACE, TANK 1990-11-01 5,213 5,213 SL 20.000000000000 0 0 0  
    DOOR 1990-11-01 355 355 SL 20.000000000000 0 0 0  
    IMPROVEMENTS 1991-11-09 632 341 SL 40.000000000000 16 0 16  
    WINDOW FILTERS 1991-11-01 1,640 1,640 SL 20.000000000000 0 0 0  
    PAINTING 1991-11-01 2,498 1,338 SL 40.000000000000 62 0 62  
    WINDOWS 1992-05-21 664 664 SL 20.000000000000 0 0 0  
    SECURITY SYSTEM 1992-07-15 2,910 2,910 SL 15.000000000000 0 0 0  
    ATTIC RENOVATIONS 1993-04-26 1,083 541 SL 40.000000000000 27 0 27  
    IRON RAILINGS 1993-04-26 526 523 SL 20.000000000000 0 0 0  
    ATTIC LOUVRE 1993-06-09 176 94 SL 39.000000000000 5 0 5  
    WINDOWS 1993-08-18 1,190 606 SL 39.000000000000 31 0 31  
    ELECTRIC IMP 1993-12-09 1,508 753 SL 39.000000000000 39 0 39  
    ROOF 1999-01-19 4,957 1,815 SL 39.000000000000 127 0 127  
    ROOF WORK 1999-12-29 3,854 1,324 SL 39.000000000000 99 0 99  
    ROOF WORK 2000-01-06 622 213 SL 39.000000000000 16 0 16  
    VENTS 2000-04-07 325 105 SL 39.000000000000 8 0 8  
    WINDOW 2001-07-21 855 259 SL 39.000000000000 22 0 22  
    MISC FURN 1986-11-01 600 600 SL 7.000000000000 0 0 0  
    MISC FURNITURE 1988-11-01 983 983 SL 7.000000000000 0 0 0  
    VANITY 1989-11-01 412 412 SL 7.000000000000 0 0 0  
    APPLIANCES 1990-11-01 320 320 SL 7.000000000000 0 0 0  
    COPIER 1991-11-01 2,995 2,995 SL 7.000000000000 0 0 0  
    TELEPHONE 1991-11-01 157 157 SL 7.000000000000 0 0 0  
    DISPLAY CABINET 1993-02-02 385 385 SL 7.000000000000 0 0 0  
    STANCHIONS (POST) 1994-04-25 450 450 SL 7.000000000000 0 0 0  
    PA SYSTEM 1995-11-29 319 319 SL 7.000000000000 0 0 0  
    COMPUTER 1997-06-17 2,000 2,000 SL 7.000000000000 0 0 0  
    COPIER 2000-04-01 504 504 200DB 5.000000000000 0 0 0  
    IMPROVEMENTS 2004-07-01 47,209 10,689 SL 39.000000000000 1,210 1,210 1,210  
    SHELVING 2004-11-01 3,006 1,503 200DB 5.000000000000 0 0 0  
    CANON DIGITAL COPIER 2005-01-10 600 600 200DB 5.000000000000 0 0 0  
    COLLECTIONS 2005-03-01 3,687 2,890 SL 10.000000000000 369 0 369  
    IMPROVEMENTS 2006-10-12 1,170 388 SL 20.000000000000 59 59 59  
    SIGNAGE 2006-10-13 165 158 SL 7.000000000000 7 7 7  
    CARPET 2006-12-27 450 405 SL 7.000000000000 45 45 45  
    PHOTO COLECTIONS 2006-07-01 375 259 SL 10.000000000000 38 0 38  
    PHOTO COLECTIONS 2007-11-01 1,313 721 SL 10.000000000000 131 0 131  
    SIDING 2007-08-01 1,608 236 SL 39.000000000000 41 0 41  
    PHOTO COLECTIONS 2008-11-01 509 229 SL 10.000000000000 51 0 51  
    IMP AIR CONDITIONING 2008-07-01 5,071 628 SL 39.000000000000 130 0 130  
    ANTIQUE COLLECTION 2010-03-26 2,185 675 SL 10.000000000000 219 0 219  
    COLLECTION- MAPS 2010-03-26 403 123 SL 10.000000000000 40 0 40  
    IMPR THOPMSON HOUSE 2010-04-01 4,961 1,488 SL 10.000000000000 496 0 496  
    IMMPR THOPMSON HOUSE 2011-01-01 6,384 1,276 SL 10.000000000000 638 0 638  
    ROOF 2011-11-18 3,959 280 SL 20.000000000000 198 198 198  
    SECURITY SYSTEM 2014-03-01 3,198   SL 5.000000000000 107 107 107  
    T CABEY PHOTO COLECTION 2014-04-01 310   SL 3.000000000000 9 0 9  

    TY 2013 InvestmentsLandSchedule2
    Name:
    MONSON HISTORICAL SOCIETY INC
    EIN: 04-2595563
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    HOUSE 36,000 24,300 11,700  
    LAND 8,500 0 8,500  
    LAND 1,250 0 1,250  
    IMPROVEMENTS 12,093 8,159 3,934  
    IMPROVEMENTS 25,181 16,688 8,493  
    IMPROVEMENTS 17,280 11,016 6,264  
    IMPROVEMENTS 3,566 3,563 3  
    IMPROVEMENTS 700 700 0  
    RAIN GUTTERS 365 365 0  
    DOOR 273 273 0  
    CHIMNEY WORK 1,190 1,190 0  
    CHIMNEY WORK 2,800 2,800 0  
    CELLAR WINDOWS 372 372 0  
    ROOF 5,678 4,114 1,564  
    GUTTERS 770 770 0  
    PAVING 800 800 0  
    BATHROOM 8,322 4,086 4,236  
    SIDEWALK 1,450 1,450 0  
    APARTMENT IMPROVEMENTS 11,569 5,232 6,337  
    APPLIANCES 1,745 1,745 0  
    STOVE 524 524 0  
    DRYER 399 399 0  
    HOT WATER TANK 875 875 0  
    STOVE,REFRIGERATOR 950 950 0  
    COMPUTER 1,595 1,595 0  
    HP INKJET PRINTER 180 180 0  
    IMPROVEMENTS 47,209 11,899 35,310  
    SHELVING 3,006 3,006 0  
    CANON DIGITAL COPIER 600 600 0  
    IMPROVEMENTS 1,170 447 723  
    SIGNAGE 165 165 0  
    CARPET 450 450 0  
    ROOF 3,959 478 3,481  
    SECURITY SYSTEM 3,198 107 3,091  

    TY 2013 InvestmentsOtherSchedule2
    Name:
    MONSON HISTORICAL SOCIETY INC
    EIN: 04-2595563
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERIPRISE FINANCIAL SERVICES AT COST 90,985 103,141
    FRANKLIN TEMPLETON INV AT COST 96,822 110,019
    MORNINGSTAR AT COST 129,890 133,199

    TY 2013 LandEtcSchedule2
    Name:
    MONSON HISTORICAL SOCIETY INC
    EIN: 04-2595563
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND - MUSEUM 84,700 0 84,700  
    IMPROVEMENTS 14,962 10,099 4,863  
    IMPROVEMENTS 1,985 1,319 666  
    IMPROVEMENTS 9,600 6,120 3,480  
    IMPROVEMENTS 11,162 6,836 4,326  
    CHIMNEY 1,420 837 583  
    PAINT, PLASTER ECT 2,098 1,228 870  
    FURNACE, TANK 5,213 5,213 0  
    DOOR 355 355 0  
    IMPROVEMENTS 632 357 275  
    WINDOW FILTERS 1,640 1,640 0  
    PAINTING 2,498 1,400 1,098  
    WINDOWS 664 664 0  
    SECURITY SYSTEM 2,910 2,910 0  
    ATTIC RENOVATIONS 1,083 568 515  
    IRON RAILINGS 526 523 3  
    ATTIC LOUVRE 176 99 77  
    WINDOWS 1,190 637 553  
    ELECTRIC IMP 1,508 792 716  
    ROOF 4,957 1,942 3,015  
    ROOF WORK 3,854 1,423 2,431  
    ROOF WORK 622 229 393  
    VENTS 325 113 212  
    WINDOW 855 281 574  
    MISC FURN 600 600 0  
    MISC FURNITURE 983 983 0  
    VANITY 412 412 0  
    APPLIANCES 320 320 0  
    COPIER 2,995 2,995 0  
    TELEPHONE 157 157 0  
    DISPLAY CABINET 385 385 0  
    STANCHIONS (POST) 450 450 0  
    PA SYSTEM 319 319 0  
    COMPUTER 2,000 2,000 0  
    COPIER 504 504 0  
    COLLECTIONS 3,687 3,259 428  
    PHOTO COLECTIONS 375 297 78  
    PHOTO COLECTIONS 1,313 852 461  
    SIDING 1,608 277 1,331  
    PHOTO COLECTIONS 509 280 229  
    IMP AIR CONDITIONING 5,071 758 4,313  
    ANTIQUE COLLECTION 2,185 894 1,291  
    COLLECTION- MAPS 403 163 240  
    IMPR THOPMSON HOUSE 4,961 1,984 2,977  
    IMMPR THOPMSON HOUSE 6,384 1,914 4,470  
    T CABEY PHOTO COLECTION 310 9 301  


    TY 2013 OtherExpensesSchedule
    Name:
    MONSON HISTORICAL SOCIETY INC
    EIN: 04-2595563
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 376 0 0 0
    REPAIRS & MAINTENANCE 4,104 4,104 4,104 0
    INSURANCE 1,385 1,385 1,385 0
    SECURITY 338 338 338 0
    UTILITIES 5,891 5,891 5,891 0
    TAXES 450 450 450 0


    TY 2013 OtherLiabilitiesSchedule
    Name:
    MONSON HISTORICAL SOCIETY INC
    EIN: 04-2595563
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 801 401
    UNREALIZED LOSS ON INVESTMENTS 6,687 6,687


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    MONSON HISTORICAL SOCIETY INC
    EIN: 04-2595563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 2,584 0 0 0


    TY 2013 TaxesSchedule
    Name:
    MONSON HISTORICAL SOCIETY INC
    EIN: 04-2595563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PERSONAL PROPERTY 396 0 0 0
    FILING FEES 54 0 0 0