Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (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 listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 11,849 | 15,086 | 20,877 | 18,653 | 70,335 | 136,800 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 11,849 | 15,086 | 20,877 | 18,653 | 70,335 | 136,800 |
| 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).. | 10,931 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 125,869 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 11,849 | 15,086 | 20,877 | 18,653 | 70,335 | 136,800 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 8,855 | 8,020 | 7,673 | 6,476 | 6,641 | 37,665 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 75 | 4,662 | 1,629 | 746 | 575 | 7,687 |
| 11 | Total support Add lines 7 through 10. | 182,152 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 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...... | ||||||
| 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. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| 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.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
||||
|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
||||
| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
||||
|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
||||
|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| Support Schedule: Other Income Explanation | Other miscellaneous amounts of income such as reimbursements. |
| Support Schedule: Additional Supplemental Information | Part II, Section B Line 8:Gross Income from Interest/Dividends, etc., is reduced as the result of earnings from Unusual Gifts as detailed below: 2010 2011 2012 2013 2014Total Gross Income from Int/Div $410,214 $371,517 $355,471 $300,004 $307,646Amount Due to Unusual Gifts (401,359) (363,497) (347,798) (293,528) (301,005) -------- -------- -------- --------- --------Part II, Sect.B Line 8 Int/Div $ 8,855 $ 8,020 $ 7,673 $ 6,476 $ 6,641 |
| Software ID: | 14000265 |
| Software Version: | 2014v5.0 |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: John Perkins House - care, maintenance, and interpretation of a 2 1/2 story colonial home, built in 1763/83 which is on the National Register of Historic Houses, as well as the care of the collections within, including Perkins' family heirlooms, local artifacts, and period pieces. Open July and August and by appointment with guided tours and demonstrations such as fireside cooking. Approximate attendance 300. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The voting membership of the Wilson Museum consists of the Board of Trustees. The non-voting membership of the Wilson Museum consists of General Members. These are one-year dues paying individual members, family members, student members;and one-time dues paying life members. General Members have no voting rights. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | The Form 990 is provided to the Executive Committee by the paid preparer. The 990 is passed to all Trustees and the Finance Committee. The President requests recommendation of the Finance Committee within seven days. The President sends a recommendation to all Trustees who are to respond within four days; if response is not to file as presented, the paid preparer will be asked to file an extension; otherwise, the 990 will be filed as presented. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | In order to monitor the Wilson Museum's Conflict of Interest Policy, covered persons will annually disclose (in writing) any conflicts or potential conflicts of interest as well as review the Policy and sign an acknowledgment statement. Procedures for identifying and addressing conflicts of interest and violations to the Policy are outlined in detail within the Conflict of Interest Policy adopted by the Board of Trustees on September 22, 2009 and may include disciplinary and/or corrective actions. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | If a new Executive Director were to be hired, compensation would be set by the Board of Trustees after a review of compensation levels at other Maine non-profit organizations with comparable budgets and programs. The review would serve as guidance to the Board, but not be the only determinant of compensation level.Any future adjustments in compensation may be made by the Board as it sees fit. Normally, this will occur through the annual budget process.The Board may consider increases in compensation as cost of living adjustments, as the result of organizational growth, and/or to reward exceptional job performance. The Board may also consider decreases in compensation, depending on the fiscal health of the organization and/or job performance. Before making any compensation adjustments in excess of 5% (up or down), the Board shall once again review compensation levels at other Maine non-profit organizations to guide its decisions. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | If a new Executive Director were to be hired, compensation would be set by the Board of Trustees after a review of compensation levels at other Maine non-profit organizations with comparable budgets and programs. The review would serve as guidance to the Board, but not be the only determinant of compensation level.Any future adjustments in compensation may be made by the Board as it sees fit. Normally, this will occur through the annual budget process.The Board may consider increases in compensation as cost of living adjustments, as the result of organizational growth, and/or to reward exceptional job performance. The Board may also consider decreases in compensation, depending on the fiscal health of the organization and/or job performance. Before making any compensation adjustments in excess of 5% (up or down), the Board shall once again review compensation levels at other Maine non-profit organizations to guide its decisions. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The Wilson Museum makes its governing documents, policies and financial statements, including its Form 990 available for public inspection by keeping a copy on file in the Museum's office which may be viewed upon request. Form 990 is also available on-line through Guide Star at guidestar.org and Foundation Center at foundationcenter.org. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Donated Services - Programs = -$150 |
| Software ID: | 14000265 |
| Software Version: | 2014v5.0 |