TY 2021 Form 990PF

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)
	1	Contributions, gifts, grants, etc., received (attach schedule)	77,037
2	Check .............
3	Interest on savings and temporary cash investments	10	10	10
4	Dividends and interest from securities...	39,488	39,488	39,488
5a	Gross rents............
b	Net rental income or (loss)
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.........
9	Income modifications...........
10a	Gross sales less returns and allowances	0
b	Less: Cost of goods sold....	0
c	Gross profit or (loss) (attach schedule).....		0		0
11	Other income (attach schedule).......		10,395		10,395
12	Total. Add lines 1 through 11........	126,930	39,498	49,893
	13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......	32,894			32,894
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		0
b	Accounting fees (attach schedule).......		1,010		1,010
c	Other professional fees (attach schedule)....		2,450		2,450
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		4,292		1,043	3,249
19	Depreciation (attach schedule) and depletion...		8,949
20	Occupancy..............	15,548			15,548
21	Travel, conferences, and meetings.......	19			19
22	Printing and publications..........	934			984
23	Other expenses (attach schedule).......		16,661		1,833	14,828
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	82,757	0	6,336	67,522
25	Contributions, gifts, grants paid.......	300			300
26	Total expenses and disbursements. Add lines 24 and 25	83,057	0	6,336	67,822
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	43,873
b	Net investment income (if negative, enter -0-)		39,498
c	Adjusted net income (if negative, enter -0-)...			43,557

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	19,718	12,907	12,907
	2	Savings and temporary cash investments.........	36,821	57,392	57,392
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....		0
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts		0
	8	Inventories for sale or use..............	2,962	2,962	2,962
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	5,586	5,586	22,800
	c	Investments—corporate bonds (attach schedule).......	0
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)		0
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	472,334	397,900	515,250
	14	Land, buildings, and equipment: basis 282,889
		Less: accumulated depreciation (attach schedule) 266,189	25,649	16,700	390,000
	15	Other assets (describe )	0	0	0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	563,070	493,447	1,001,311
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons		0
	21	Mortgages and other notes payable (attach schedule)......		0
	22	Other liabilities (describe )	0	0
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	431,938	364,891
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	131,132	128,556
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	563,070	493,447
	30	Total liabilities and net assets/fund balances (see instructions).	563,070	493,447

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

563,070

Enter amount from Part I, line 27a .....................

43,873

Other increases not included in line 2 (itemize) bullet

-113,496

Add lines 1, 2, and 3 ..........................

493,447

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

493,447

(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
(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)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	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 ...................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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	549
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	549
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	552
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	552
8	Enter any penalty for underpayment of estimated tax. Check here 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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax0	Refunded	11	3

(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
Mary Lynne Turner	President 3.00	0	0	0
151 Main Street Brockport,NY14420
Paul Kimball	Vice-President 3.00	0	0	0
151 Main Street Brockport,NY14420
Amy Stoker	Asst Secretary 3.00	0	0	0
151 Main Street Brockport,NY14420
Benton Hart	Treasurer 3.00	0	0	0
151 Main Street Brockport,NY14420
Meredith Lewis	Asst Treasurer 3.00	0	0	0
151 Main Street Brockport,NY14420

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	The foundation operates a house that is open to the general public for tours. Schools visit the house to learn about the history of the Village of Brockport and the Victorian Era.	35,581
2	Three primary fundraising events are held by the foundation. The fundraisers are open to the public and are attended by thousands annually	2,154
3


4

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A	0
2


All other program-related investments. See instructions.
3		0

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					0
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2021:
a From 2016......	0
b From 2017......	0
c From 2018......	63,681
d From 2019......	67,231
e From 2020......	80,772
f Total of lines 3a through e ........		211,684
4Qualifying distributions for 2021 from Part
XI, line 4: $ 67,822
a Applied to 2020, 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)........		0
d Applied to 2021 distributable amount.....
e Remaining amount distributed out of corpus		67,822
5 Excess distributions carryover applied to 2021.
(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		279,506
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
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 ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		279,506
10 Analysis of line 9:
a Excess from 2017....	0
b Excess from 2018....	63,681
c Excess from 2019....	67,231
d Excess from 2020....	80,772
e Excess from 2021....	67,822

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) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total
	29,624	16,463	26,040	21,293	93,420
b 85% (0.85) of line 2a .........	25,180	13,994	22,134	18,099	79,407
c Qualifying distributions from Part XI, line 4 for each year listed .....	67,822	80,772	67,231	63,681	279,506
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....	67,822	80,772	67,231	63,681	279,506
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..	19,730	19,575	17,186	14,053	70,544
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) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

aThe name, address, and telephone number or email address 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:

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Project Graduation PO Box 710 Brockport,NY14420		n/a	Graduation AwardN/A	150
Brockport Central Schools 40 Allen St Brockport,NY14420		n/a	Scholarship	150
Total ................................. 3a				300

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
ALL	THE WESTERN MONROE HISTORICAL SOCIETY WAS FORMED TO ACQUIRE A
all	HISTORICAL HOME IN THE VILLAGE OF BROCKPORT, NY BUILT IN 1850.
all	ALL FUNDS IN COLUMN "E" ARE USED TO PRESERVE THE HOME AND MAINTAIN THE
all	GROUNDS. NOMINAL WAGES ARE PAID TO A CURATOR, A HOUSE MANAGER, AND
all	A CLEANING PERSON. THE HOUSE IS OPEN TO THE PUBLIC. THERE IS NO
all	CHARGE FOR ADMISSION. SEVERAL SPECIAL EVENTS ARE HELD DURING THE YEAR
all	INVOLVING THE COMMUNITY TO RAISE FUNDS FOR THE UPKEEP OF THE HOUSE.
all	THE HOUSE IS LISTED ON THE NATIONAL REGISTER OF HISTORICAL HOMES.

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

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....					5,845
3 Interest on savings and temporary cash investments ...........			14	10
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
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:			2	3,031
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aHouse Use			2	1,430
bMisc			20	89
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				44,048	5,845

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Software ID:
Software Version:
Part VI Line 7 -Original Return Overpayment:	-552


(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...................				0

bApproved for future payment

Total ................................. 3b

Name of organization Western Monroe Historical Society

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	Vivian Shafer Trust c/o JP Morgan Chase Bank Rochester, NY14624	$ 15,174	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	John Killgrew 42 South St Brockport, NY14420	$ 10,767	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
3	Sue Edmunds Estate c/o New England Life Insurance Co Nashville, TN37214	$ 9,087	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
4	Estate of Dorcas Micheals - Nat O'L 5550 W Ridge Rd Spencerport, NY14559	$ 20,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Name of organization Western Monroe Historical Society		Employer identification number 16-6059055

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)


Name of organization Western Monroe Historical Society			Employer identification number 16-6059055
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
Building	1991-07-01	260,644	247,598	SL	31.500000000000	8,462
Building	2008-05-31	18,995	6,392	SL	39.000000000000	487
Projector	2010-02-15	500	500	200DB	7.000000000000	0
Chair Lift	2011-06-06	2,750	2,750	200DB	7.000000000000	0

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
Mutual Funds - Fidelity		207,358	312,765
Mutual Funds - Vanguard		190,542	202,485

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value
Building (07/1/1991)	260,644	256,060	4,584
Building (05/31/2008)	18,995	6,879	12,116
Projector (02/15/10)	500	500	0
Chair Lift (06/06/11)	2,750	2,750	0

Description	Revenue and Expenses per Books	Adjusted Net Income	Disbursements for Charitable Purposes
Insurance	11,783		11,783
Computer Expense	69		69
Supplies	1,794	1,592	202
Curitorial	2,116		2,116
Dues and Subscriptions	110		110
Bank Fees	241	241
Advertising	25		25
Sunshine Fund	505		505
Programs	18		18
Misc	0

Description	Revenue And Expenses Per Books	Adjusted Net Income
Membership Dues and Assessments	5,845	5,845
Net Income from Special Fund Raising Events	3,031	3,031
House Use Income	1,430	1,430
Misc Income	89	89

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Karen L Bair, EA Payroll Service	550		550
Mcconville Legal Fees	1,900		1,900

Category	Amount	Adjusted Net Income	Disbursements for Charitable Purposes
Payroll Taxes	3,249		3,249
Excise Taxes	943	943
NYS Franchise Tax	100	100