TY 2024 Form 990

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) RAMIN GANESHRAM......................................................................
EXECUTIVE DI

40.00
.................

155,315

(2) CATHERINE LEWIS......................................................................
DIRECTOR

1.00
.................

(3) CHRISTINA TORRES......................................................................
SECRETARY

1.00
.................

(4) DANNELL LYNE......................................................................
TREASURER

1.00
.................

(5) GREG PORRETTA......................................................................
BOARD CHAIRM

1.00
.................

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

- TIN:

SCHEDULE A
(Form 990)

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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

WESTPORT HISTORICAL SOCIETY INC

Employer identification number

23-7402125

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	687,702	497,593	2,181,111	203,442	96,233	3,666,081
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	687,702	497,593	2,181,111	203,442	96,233	3,666,081
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) ..						3,084,944
6	Public support. Subtract line 5 from line 4.						581,137

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	687,702	497,593	2,181,111	203,442	96,233	3,666,081
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	10	8,794	21,341	57,999	22,975	111,119
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.)..	4,518	9,692	56,684	6,974	11,372	89,240
11	Total support. Add lines 7 through 10						3,866,440

Gross receipts from related activities, etc. (see instructions) ..................

132,992

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

15.030 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

15.930 %

16a

33 1/3% support test—2024. 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 ....................... right arrow

33 1/3% support test—2023. If the organization did not check a 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 ..................... right arrow

17a

10%-facts-and-circumstances test—2024. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 on 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.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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 ....... right arrow

33 1/3 % support tests—2023. 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 ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test
SUPPORTING DOCUMENTATION FOR 10% FACTS AND CIRCUMSTANCES TEST FOR WESTPORT MUSEUM: ORGANIZATION OVERVIEW SINCE ITS FOUNDING IN 1889, THE WESTPORT MUSEUM HAS BEEN A LEADING INSTITUTION DEDICATED TO PRESERVING AND CELEBRATING THE HISTORY OF WESTPORT, CONNECTICUT. THE MUSEUM'S MISSION FOCUSES ON PROMOTING HISTORICAL AWARENESS, ADVANCING THE HUMANITIES, AND CONTRIBUTING TO A MORE JUST SOCIETY THROUGH EDUCATIONAL PROGRAMS, PUBLIC EVENTS, EXHIBITIONS, AND COMMUNITY OUTREACH. OVER THE YEARS, THE MUSEUM HAS GARNERED SIGNIFICANT LOCAL AND REGIONAL SUPPORT FOR ITS EFFORTS, FOSTERING DEEP TIES WITH THE WESTPORT COMMUNITY. EXPLANATION OF HOW WESTPORT MUSEUM MEETS THE 10% FACTS AND CIRCUMSTANCES TEST: THE 10% FACTS AND CIRCUMSTANCES TEST ASSESSES PUBLIC SUPPORT BY LOOKING AT A VARIETY OF FACTORS TO DETERMINE WHETHER THE ORGANIZATION OPERATES IN A WAY THAT JUSTIFIES ITS STATUS AS A PUBLIC CHARITY DESPITE FAILING THE 33 1/3% PUBLIC SUPPORT TEST. TO QUALIFY FOR THIS TEST, A MUSEUM MUST SHOW THAT IT SERVES A BROAD PUBLIC INTEREST AND HAS A SIGNIFICANT LEVEL OF SUPPORT FROM A WIDE VARIETY OF SOURCES. BELOW IS AN EXPLANATION OF HOW THE WESTPORT MUSEUM MEETS THE REQUIREMENTS. 1. DIVERSE AND SUBSTANTIAL SOURCES OF SUPPORT THE WESTPORT MUSEUM HAS A WIDE AND VARIED BASE OF SUPPORT FROM THE COMMUNITY AND BEYOND, INCLUDING CONTRIBUTIONS FROM THE FOLLOWING: DONORS: A LARGE NUMBER OF INDIVIDUAL DONORS CONTRIBUTE AT VARYING LEVELS. THIS INCLUDES BOTH ONE-TIME AND RECURRING DONORS, AS WELL AS MAJOR GIFTS AND ANNUAL FUND CONTRIBUTIONS. GRANT SUPPORT: THE MUSEUM REGULARLY RECEIVES GRANTS FROM GOVERNMENT BODIES (LOCAL, STATE, AND FEDERAL), PRIVATE FOUNDATIONS, AND HUMANITIES ORGANIZATIONS. THESE GRANTS SUPPORT OPERATIONAL COSTS, EXHIBITIONS, AND EDUCATIONAL PROGRAMS. CORPORATE SPONSORSHIPS: PARTNERSHIPS WITH LOCAL BUSINESSES, CORPORATE ENTITIES, AND REGIONAL SPONSORS WHO SUPPORT EXHIBITS, EVENTS, AND EDUCATIONAL INITIATIVES. MEMBERSHIP: A BROAD BASE OF MUSEUM MEMBERS WHO PAY ANNUAL DUES AND PARTICIPATE IN MEMBER EVENTS, ENRICHING THE MUSEUM'S FINANCIAL SUPPORT. EARNED REVENUE: REVENUE GENERATED FROM ADMISSIONS, MUSEUM STORE SALES, EVENT RENTALS, AND SPECIAL PROGRAMS, WHICH CONTRIBUTES A SIGNIFICANT PORTION TO THE OVERALL SUPPORT OF THE MUSEUM. WHILE THE MUSEUM'S PUBLIC SUPPORT MAY NOT MEET THE 33 1/3% THRESHOLD UNDER THE TRADITIONAL TEST, THE VARIETY OF FUNDING SOURCES DEMONSTRATES THAT THE INSTITUTION HAS SUBSTANTIAL ONGOING SUPPORT FROM A BROAD CROSS-SECTION OF SOCIETY. THIS BROAD SUPPORT IS A KEY ELEMENT IN MEETING THE FACTS AND CIRCUMSTANCES TEST. 2. COMMUNITY ENGAGEMENT AND PUBLIC PARTICIPATION THE WESTPORT MUSEUM'S ACTIVITIES ARE DESIGNED TO MEET THE NEEDS OF A DIVERSE PUBLIC AUDIENCE, REFLECTING THE LOCAL COMMUNITY AND BROADER REGIONAL INTERESTS. EVIDENCE OF BROAD COMMUNITY ENGAGEMENT INCLUDES: EDUCATIONAL PROGRAMS: THE MUSEUM PROVIDES A WIDE RANGE OF EDUCATIONAL PROGRAMS, INCLUDING K-12 SCHOOL FIELD TRIPS, ADULT WORKSHOPS, PUBLIC LECTURES, AND HISTORICAL TOURS. THESE PROGRAMS ARE DESIGNED TO BE ACCESSIBLE TO ALL MEMBERS OF THE COMMUNITY, REGARDLESS OF INCOME, BACKGROUND, OR EDUCATIONAL LEVEL. PUBLIC EVENTS: THE MUSEUM ORGANIZES NUMEROUS PUBLIC EVENTS THROUGHOUT THE YEAR, INCLUDING COMMUNITY FESTIVALS, LECTURES BY LOCAL HISTORIANS, THEMATIC EXHIBITIONS, AND MORE. THESE EVENTS OFTEN ATTRACT LARGE AND DIVERSE AUDIENCES FROM THE WESTPORT AREA AND SURROUNDING TOWNS. VOLUNTEER PROGRAM: THE MUSEUM HAS A WELL-ESTABLISHED VOLUNTEER PROGRAM, DRAWING PARTICIPATION FROM COMMUNITY MEMBERS WHO OFFER THEIR TIME, KNOWLEDGE, AND EXPERTISE TO SUPPORT MUSEUM OPERATIONS AND EVENTS. COLLABORATIONS: THE MUSEUM COLLABORATES WITH LOCAL SCHOOLS, UNIVERSITIES, LIBRARIES, CULTURAL INSTITUTIONS, AND COMMUNITY GROUPS TO FURTHER ITS MISSION AND TO FOSTER GREATER PUBLIC INVOLVEMENT. THESE ACTIVITIES UNDERSCORE THE MUSEUM'S ROLE AS AN INTEGRAL COMMUNITY ASSET, WHICH IS SUPPORTED BY THE LOCAL POPULATION AND BEYOND. 3. MISSION-DRIVEN AND PUBLICLY AVAILABLE INFORMATION WESTPORT MUSEUM'S MISSION, ACTIVITIES, AND FINANCIAL OPERATIONS ARE TRANSPARENT AND OPEN TO THE PUBLIC. THE MUSEUM REGULARLY SHARES INFORMATION ABOUT ITS PROGRAMS, FUNDING, AND GOVERNANCE THROUGH: IRS FORM 990 FILINGS: THE MUSEUM FILES A FORM 990 ANNUALLY, WHICH IS ACCESSIBLE TO THE PUBLIC AND PROVIDES DETAILS ON THE MUSEUM'S FINANCES, BOARD MEMBERS, AND MAJOR SOURCES OF SUPPORT. PUBLIC COMMUNICATION: THE MUSEUM USES NEWSLETTERS, PRESS RELEASES, SOCIAL MEDIA, AND COMMUNITY OUTREACH TO KEEP THE PUBLIC INFORMED AND ENGAGED WITH ITS ACTIVITIES. THESE COMMUNICATIONS HIGHLIGHT THE MUSEUM'S COMMITMENT TO SERVING THE PUBLIC AND ITS ROLE AS A RESOURCE FOR HISTORICAL EDUCATION AND CULTURAL ENRICHMENT. THIS TRANSPARENCY DEMONSTRATES THE MUSEUM'S RESPONSIVENESS TO THE COMMUNITY'S INTERESTS AND ITS COMMITMENT TO BROAD PUBLIC SUPPORT. 4. PUBLIC BENEFIT THE WESTPORT MUSEUM'S PRIMARY PURPOSE IS TO SERVE THE PUBLIC BY EDUCATING AND FOSTERING A GREATER UNDERSTANDING OF THE LOCAL HISTORY OF WESTPORT AND ITS CULTURAL HERITAGE. THE MUSEUM'S EXHIBITIONS AND PROGRAMS ARE AVAILABLE AT A LOW COST, MAKING THEM ACCESSIBLE TO ALL, INCLUDING UNDERSERVED AND LOW-INCOME INDIVIDUALS AND FAMILIES. THE INSTITUTION'S COMMITMENT TO PUBLIC BENEFIT IS ALSO REFLECTED IN ITS OUTREACH INITIATIVES, WHICH EXTEND ITS EDUCATIONAL PROGRAMS INTO LOCAL SCHOOLS AND PROVIDE ACCESS TO HISTORICALLY SIGNIFICANT RESOURCES. 5. ANALYSIS OF REVENUE COMPOSITION AND TRENDS DESPITE THE MUSEUM'S FAILURE TO MEET THE 33 1/3% TEST, AN ANALYSIS OF ITS REVENUE COMPOSITION FURTHER SUPPORTS THE CASE FOR MEETING THE FACTS AND CIRCUMSTANCES TEST: REVENUE SOURCES: A BALANCED MIX OF PUBLIC AND PRIVATE SOURCES, INCLUDING GRANTS, DONATIONS, MEMBERSHIPS, AND EARNED INCOME, SHOWS THAT THE MUSEUM IS NOT RELIANT ON ANY SINGLE SOURCE OF SUPPORT. THIS ENSURES THAT THE ORGANIZATION MAINTAINS DIVERSE PUBLIC SUPPORT, EVEN THOUGH IT MAY NOT MEET THE STRICT PERCENTAGE REQUIREMENT UNDER THE 33 1/3 TEST. TRENDS IN SUPPORT: THE MUSEUM HAS SHOWN CONSISTENT GROWTH IN PUBLIC DONATIONS AND ATTENDANCE OVER THE YEARS. ADDITIONALLY, THE MUSEUM'S EARNED REVENUE, FROM ADMISSIONS AND SPECIAL EVENTS, CONTINUES TO INCREASE, REFLECTING ITS INCREASING ENGAGEMENT WITH THE PUBLIC. CONCLUSION WHILE THE WESTPORT MUSEUM DOES NOT PASS THE 33 1/3% PUBLIC SUPPORT TEST, IT QUALIFIES FOR THE FACTS AND CIRCUMSTANCES TEST BASED ON A VARIETY OF FACTORS, INCLUDING ITS DIVERSE AND SUSTAINED BASE OF SUPPORT, BROAD COMMUNITY ENGAGEMENT, COMMITMENT TO PUBLIC BENEFIT, AND STRONG PUBLIC PARTICIPATION IN ITS PROGRAMS AND ACTIVITIES. THESE ELEMENTS COLLECTIVELY DEMONSTRATE THAT THE WESTPORT MUSEUM OPERATES AS A PUBLIC CHARITY SERVING A BROAD PUBLIC INTEREST, AS REQUIRED BY THE IRS GUIDELINES FOR THE 10% FACTS AND CIRCUMSTANCES TEST.

Facts And Circumstances Test

SUPPORTING DOCUMENTATION FOR 10% FACTS AND CIRCUMSTANCES TEST FOR WESTPORT MUSEUM: ORGANIZATION OVERVIEW SINCE ITS FOUNDING IN 1889, THE WESTPORT MUSEUM HAS BEEN A LEADING INSTITUTION DEDICATED TO PRESERVING AND CELEBRATING THE HISTORY OF WESTPORT, CONNECTICUT. THE MUSEUM'S MISSION FOCUSES ON PROMOTING HISTORICAL AWARENESS, ADVANCING THE HUMANITIES, AND CONTRIBUTING TO A MORE JUST SOCIETY THROUGH EDUCATIONAL PROGRAMS, PUBLIC EVENTS, EXHIBITIONS, AND COMMUNITY OUTREACH. OVER THE YEARS, THE MUSEUM HAS GARNERED SIGNIFICANT LOCAL AND REGIONAL SUPPORT FOR ITS EFFORTS, FOSTERING DEEP TIES WITH THE WESTPORT COMMUNITY. EXPLANATION OF HOW WESTPORT MUSEUM MEETS THE 10% FACTS AND CIRCUMSTANCES TEST: THE 10% FACTS AND CIRCUMSTANCES TEST ASSESSES PUBLIC SUPPORT BY LOOKING AT A VARIETY OF FACTORS TO DETERMINE WHETHER THE ORGANIZATION OPERATES IN A WAY THAT JUSTIFIES ITS STATUS AS A PUBLIC CHARITY DESPITE FAILING THE 33 1/3% PUBLIC SUPPORT TEST. TO QUALIFY FOR THIS TEST, A MUSEUM MUST SHOW THAT IT SERVES A BROAD PUBLIC INTEREST AND HAS A SIGNIFICANT LEVEL OF SUPPORT FROM A WIDE VARIETY OF SOURCES. BELOW IS AN EXPLANATION OF HOW THE WESTPORT MUSEUM MEETS THE REQUIREMENTS. 1. DIVERSE AND SUBSTANTIAL SOURCES OF SUPPORT THE WESTPORT MUSEUM HAS A WIDE AND VARIED BASE OF SUPPORT FROM THE COMMUNITY AND BEYOND, INCLUDING CONTRIBUTIONS FROM THE FOLLOWING: DONORS: A LARGE NUMBER OF INDIVIDUAL DONORS CONTRIBUTE AT VARYING LEVELS. THIS INCLUDES BOTH ONE-TIME AND RECURRING DONORS, AS WELL AS MAJOR GIFTS AND ANNUAL FUND CONTRIBUTIONS. GRANT SUPPORT: THE MUSEUM REGULARLY RECEIVES GRANTS FROM GOVERNMENT BODIES (LOCAL, STATE, AND FEDERAL), PRIVATE FOUNDATIONS, AND HUMANITIES ORGANIZATIONS. THESE GRANTS SUPPORT OPERATIONAL COSTS, EXHIBITIONS, AND EDUCATIONAL PROGRAMS. CORPORATE SPONSORSHIPS: PARTNERSHIPS WITH LOCAL BUSINESSES, CORPORATE ENTITIES, AND REGIONAL SPONSORS WHO SUPPORT EXHIBITS, EVENTS, AND EDUCATIONAL INITIATIVES. MEMBERSHIP: A BROAD BASE OF MUSEUM MEMBERS WHO PAY ANNUAL DUES AND PARTICIPATE IN MEMBER EVENTS, ENRICHING THE MUSEUM'S FINANCIAL SUPPORT. EARNED REVENUE: REVENUE GENERATED FROM ADMISSIONS, MUSEUM STORE SALES, EVENT RENTALS, AND SPECIAL PROGRAMS, WHICH CONTRIBUTES A SIGNIFICANT PORTION TO THE OVERALL SUPPORT OF THE MUSEUM. WHILE THE MUSEUM'S PUBLIC SUPPORT MAY NOT MEET THE 33 1/3% THRESHOLD UNDER THE TRADITIONAL TEST, THE VARIETY OF FUNDING SOURCES DEMONSTRATES THAT THE INSTITUTION HAS SUBSTANTIAL ONGOING SUPPORT FROM A BROAD CROSS-SECTION OF SOCIETY. THIS BROAD SUPPORT IS A KEY ELEMENT IN MEETING THE FACTS AND CIRCUMSTANCES TEST. 2. COMMUNITY ENGAGEMENT AND PUBLIC PARTICIPATION THE WESTPORT MUSEUM'S ACTIVITIES ARE DESIGNED TO MEET THE NEEDS OF A DIVERSE PUBLIC AUDIENCE, REFLECTING THE LOCAL COMMUNITY AND BROADER REGIONAL INTERESTS. EVIDENCE OF BROAD COMMUNITY ENGAGEMENT INCLUDES: EDUCATIONAL PROGRAMS: THE MUSEUM PROVIDES A WIDE RANGE OF EDUCATIONAL PROGRAMS, INCLUDING K-12 SCHOOL FIELD TRIPS, ADULT WORKSHOPS, PUBLIC LECTURES, AND HISTORICAL TOURS. THESE PROGRAMS ARE DESIGNED TO BE ACCESSIBLE TO ALL MEMBERS OF THE COMMUNITY, REGARDLESS OF INCOME, BACKGROUND, OR EDUCATIONAL LEVEL. PUBLIC EVENTS: THE MUSEUM ORGANIZES NUMEROUS PUBLIC EVENTS THROUGHOUT THE YEAR, INCLUDING COMMUNITY FESTIVALS, LECTURES BY LOCAL HISTORIANS, THEMATIC EXHIBITIONS, AND MORE. THESE EVENTS OFTEN ATTRACT LARGE AND DIVERSE AUDIENCES FROM THE WESTPORT AREA AND SURROUNDING TOWNS. VOLUNTEER PROGRAM: THE MUSEUM HAS A WELL-ESTABLISHED VOLUNTEER PROGRAM, DRAWING PARTICIPATION FROM COMMUNITY MEMBERS WHO OFFER THEIR TIME, KNOWLEDGE, AND EXPERTISE TO SUPPORT MUSEUM OPERATIONS AND EVENTS. COLLABORATIONS: THE MUSEUM COLLABORATES WITH LOCAL SCHOOLS, UNIVERSITIES, LIBRARIES, CULTURAL INSTITUTIONS, AND COMMUNITY GROUPS TO FURTHER ITS MISSION AND TO FOSTER GREATER PUBLIC INVOLVEMENT. THESE ACTIVITIES UNDERSCORE THE MUSEUM'S ROLE AS AN INTEGRAL COMMUNITY ASSET, WHICH IS SUPPORTED BY THE LOCAL POPULATION AND BEYOND. 3. MISSION-DRIVEN AND PUBLICLY AVAILABLE INFORMATION WESTPORT MUSEUM'S MISSION, ACTIVITIES, AND FINANCIAL OPERATIONS ARE TRANSPARENT AND OPEN TO THE PUBLIC. THE MUSEUM REGULARLY SHARES INFORMATION ABOUT ITS PROGRAMS, FUNDING, AND GOVERNANCE THROUGH: IRS FORM 990 FILINGS: THE MUSEUM FILES A FORM 990 ANNUALLY, WHICH IS ACCESSIBLE TO THE PUBLIC AND PROVIDES DETAILS ON THE MUSEUM'S FINANCES, BOARD MEMBERS, AND MAJOR SOURCES OF SUPPORT. PUBLIC COMMUNICATION: THE MUSEUM USES NEWSLETTERS, PRESS RELEASES, SOCIAL MEDIA, AND COMMUNITY OUTREACH TO KEEP THE PUBLIC INFORMED AND ENGAGED WITH ITS ACTIVITIES. THESE COMMUNICATIONS HIGHLIGHT THE MUSEUM'S COMMITMENT TO SERVING THE PUBLIC AND ITS ROLE AS A RESOURCE FOR HISTORICAL EDUCATION AND CULTURAL ENRICHMENT. THIS TRANSPARENCY DEMONSTRATES THE MUSEUM'S RESPONSIVENESS TO THE COMMUNITY'S INTERESTS AND ITS COMMITMENT TO BROAD PUBLIC SUPPORT. 4. PUBLIC BENEFIT THE WESTPORT MUSEUM'S PRIMARY PURPOSE IS TO SERVE THE PUBLIC BY EDUCATING AND FOSTERING A GREATER UNDERSTANDING OF THE LOCAL HISTORY OF WESTPORT AND ITS CULTURAL HERITAGE. THE MUSEUM'S EXHIBITIONS AND PROGRAMS ARE AVAILABLE AT A LOW COST, MAKING THEM ACCESSIBLE TO ALL, INCLUDING UNDERSERVED AND LOW-INCOME INDIVIDUALS AND FAMILIES. THE INSTITUTION'S COMMITMENT TO PUBLIC BENEFIT IS ALSO REFLECTED IN ITS OUTREACH INITIATIVES, WHICH EXTEND ITS EDUCATIONAL PROGRAMS INTO LOCAL SCHOOLS AND PROVIDE ACCESS TO HISTORICALLY SIGNIFICANT RESOURCES. 5. ANALYSIS OF REVENUE COMPOSITION AND TRENDS DESPITE THE MUSEUM'S FAILURE TO MEET THE 33 1/3% TEST, AN ANALYSIS OF ITS REVENUE COMPOSITION FURTHER SUPPORTS THE CASE FOR MEETING THE FACTS AND CIRCUMSTANCES TEST: REVENUE SOURCES: A BALANCED MIX OF PUBLIC AND PRIVATE SOURCES, INCLUDING GRANTS, DONATIONS, MEMBERSHIPS, AND EARNED INCOME, SHOWS THAT THE MUSEUM IS NOT RELIANT ON ANY SINGLE SOURCE OF SUPPORT. THIS ENSURES THAT THE ORGANIZATION MAINTAINS DIVERSE PUBLIC SUPPORT, EVEN THOUGH IT MAY NOT MEET THE STRICT PERCENTAGE REQUIREMENT UNDER THE 33 1/3 TEST. TRENDS IN SUPPORT: THE MUSEUM HAS SHOWN CONSISTENT GROWTH IN PUBLIC DONATIONS AND ATTENDANCE OVER THE YEARS. ADDITIONALLY, THE MUSEUM'S EARNED REVENUE, FROM ADMISSIONS AND SPECIAL EVENTS, CONTINUES TO INCREASE, REFLECTING ITS INCREASING ENGAGEMENT WITH THE PUBLIC. CONCLUSION WHILE THE WESTPORT MUSEUM DOES NOT PASS THE 33 1/3% PUBLIC SUPPORT TEST, IT QUALIFIES FOR THE FACTS AND CIRCUMSTANCES TEST BASED ON A VARIETY OF FACTORS, INCLUDING ITS DIVERSE AND SUSTAINED BASE OF SUPPORT, BROAD COMMUNITY ENGAGEMENT, COMMITMENT TO PUBLIC BENEFIT, AND STRONG PUBLIC PARTICIPATION IN ITS PROGRAMS AND ACTIVITIES. THESE ELEMENTS COLLECTIVELY DEMONSTRATE THAT THE WESTPORT MUSEUM OPERATES AS A PUBLIC CHARITY SERVING A BROAD PUBLIC INTEREST, AS REQUIRED BY THE IRS GUIDELINES FOR THE 10% FACTS AND CIRCUMSTANCES TEST.

Return Reference	Explanation
PART II, LINE 10	GIFT SHOP SALES 41,963 EVENT SALES 47,277
PART II, LINE 17A	SUPPORTING DOCUMENTATION FOR 10% FACTS AND CIRCUMSTANCES TEST FOR WESTPORT MUSEUM: ORGANIZATION OVERVIEW SINCE ITS FOUNDING IN 1889, THE WESTPORT MUSEUM HAS BEEN A LEADING INSTITUTION DEDICATED TO PRESERVING AND CELEBRATING THE HISTORY OF WESTPORT, CONNECTICUT. THE MUSEUM'S MISSION FOCUSES ON PROMOTING HISTORICAL AWARENESS, ADVANCING THE HUMANITIES, AND CONTRIBUTING TO A MORE JUST SOCIETY THROUGH EDUCATIONAL PROGRAMS, PUBLIC EVENTS, EXHIBITIONS, AND COMMUNITY OUTREACH. OVER THE YEARS, THE MUSEUM HAS GARNERED SIGNIFICANT LOCAL AND REGIONAL SUPPORT FOR ITS EFFORTS, FOSTERING DEEP TIES WITH THE WESTPORT COMMUNITY. EXPLANATION OF HOW WESTPORT MUSEUM MEETS THE 10% FACTS AND CIRCUMSTANCES TEST: THE 10% FACTS AND CIRCUMSTANCES TEST ASSESSES PUBLIC SUPPORT BY LOOKING AT A VARIETY OF FACTORS TO DETERMINE WHETHER THE ORGANIZATION OPERATES IN A WAY THAT JUSTIFIES ITS STATUS AS A PUBLIC CHARITY DESPITE FAILING THE 33 1/3% PUBLIC SUPPORT TEST. TO QUALIFY FOR THIS TEST, A MUSEUM MUST SHOW THAT IT SERVES A BROAD PUBLIC INTEREST AND HAS A SIGNIFICANT LEVEL OF SUPPORT FROM A WIDE VARIETY OF SOURCES. BELOW IS AN EXPLANATION OF HOW THE WESTPORT MUSEUM MEETS THE REQUIREMENTS. 1. DIVERSE AND SUBSTANTIAL SOURCES OF SUPPORT THE WESTPORT MUSEUM HAS A WIDE AND VARIED BASE OF SUPPORT FROM THE COMMUNITY AND BEYOND, INCLUDING CONTRIBUTIONS FROM THE FOLLOWING: DONORS: A LARGE NUMBER OF INDIVIDUAL DONORS CONTRIBUTE AT VARYING LEVELS. THIS INCLUDES BOTH ONE-TIME AND RECURRING DONORS, AS WELL AS MAJOR GIFTS AND ANNUAL FUND CONTRIBUTIONS. GRANT SUPPORT: THE MUSEUM REGULARLY RECEIVES GRANTS FROM GOVERNMENT BODIES (LOCAL, STATE, AND FEDERAL), PRIVATE FOUNDATIONS, AND HUMANITIES ORGANIZATIONS. THESE GRANTS SUPPORT OPERATIONAL COSTS, EXHIBITIONS, AND EDUCATIONAL PROGRAMS. CORPORATE SPONSORSHIPS: PARTNERSHIPS WITH LOCAL BUSINESSES, CORPORATE ENTITIES, AND REGIONAL SPONSORS WHO SUPPORT EXHIBITS, EVENTS, AND EDUCATIONAL INITIATIVES. MEMBERSHIP: A BROAD BASE OF MUSEUM MEMBERS WHO PAY ANNUAL DUES AND PARTICIPATE IN MEMBER EVENTS, ENRICHING THE MUSEUM'S FINANCIAL SUPPORT. EARNED REVENUE: REVENUE GENERATED FROM ADMISSIONS, MUSEUM STORE SALES, EVENT RENTALS, AND SPECIAL PROGRAMS, WHICH CONTRIBUTES A SIGNIFICANT PORTION TO THE OVERALL SUPPORT OF THE MUSEUM. WHILE THE MUSEUM'S PUBLIC SUPPORT MAY NOT MEET THE 33 1/3% THRESHOLD UNDER THE TRADITIONAL TEST, THE VARIETY OF FUNDING SOURCES DEMONSTRATES THAT THE INSTITUTION HAS SUBSTANTIAL ONGOING SUPPORT FROM A BROAD CROSS-SECTION OF SOCIETY. THIS BROAD SUPPORT IS A KEY ELEMENT IN MEETING THE FACTS AND CIRCUMSTANCES TEST. 2. COMMUNITY ENGAGEMENT AND PUBLIC PARTICIPATION THE WESTPORT MUSEUM'S ACTIVITIES ARE DESIGNED TO MEET THE NEEDS OF A DIVERSE PUBLIC AUDIENCE, REFLECTING THE LOCAL COMMUNITY AND BROADER REGIONAL INTERESTS. EVIDENCE OF BROAD COMMUNITY ENGAGEMENT INCLUDES: EDUCATIONAL PROGRAMS: THE MUSEUM PROVIDES A WIDE RANGE OF EDUCATIONAL PROGRAMS, INCLUDING K-12 SCHOOL FIELD TRIPS, ADULT WORKSHOPS, PUBLIC LECTURES, AND HISTORICAL TOURS. THESE PROGRAMS ARE DESIGNED TO BE ACCESSIBLE TO ALL MEMBERS OF THE COMMUNITY, REGARDLESS OF INCOME, BACKGROUND, OR EDUCATIONAL LEVEL. PUBLIC EVENTS: THE MUSEUM ORGANIZES NUMEROUS PUBLIC EVENTS THROUGHOUT THE YEAR, INCLUDING COMMUNITY FESTIVALS, LECTURES BY LOCAL HISTORIANS, THEMATIC EXHIBITIONS, AND MORE. THESE EVENTS OFTEN ATTRACT LARGE AND DIVERSE AUDIENCES FROM THE WESTPORT AREA AND SURROUNDING TOWNS. VOLUNTEER PROGRAM: THE MUSEUM HAS A WELL-ESTABLISHED VOLUNTEER PROGRAM, DRAWING PARTICIPATION FROM COMMUNITY MEMBERS WHO OFFER THEIR TIME, KNOWLEDGE, AND EXPERTISE TO SUPPORT MUSEUM OPERATIONS AND EVENTS. COLLABORATIONS: THE MUSEUM COLLABORATES WITH LOCAL SCHOOLS, UNIVERSITIES, LIBRARIES, CULTURAL INSTITUTIONS, AND COMMUNITY GROUPS TO FURTHER ITS MISSION AND TO FOSTER GREATER PUBLIC INVOLVEMENT. THESE ACTIVITIES UNDERSCORE THE MUSEUM'S ROLE AS AN INTEGRAL COMMUNITY ASSET, WHICH IS SUPPORTED BY THE LOCAL POPULATION AND BEYOND. 3. MISSION-DRIVEN AND PUBLICLY AVAILABLE INFORMATION WESTPORT MUSEUM'S MISSION, ACTIVITIES, AND FINANCIAL OPERATIONS ARE TRANSPARENT AND OPEN TO THE PUBLIC. THE MUSEUM REGULARLY SHARES INFORMATION ABOUT ITS PROGRAMS, FUNDING, AND GOVERNANCE THROUGH: IRS FORM 990 FILINGS: THE MUSEUM FILES A FORM 990 ANNUALLY, WHICH IS ACCESSIBLE TO THE PUBLIC AND PROVIDES DETAILS ON THE MUSEUM'S FINANCES, BOARD MEMBERS, AND MAJOR SOURCES OF SUPPORT. PUBLIC COMMUNICATION: THE MUSEUM USES NEWSLETTERS, PRESS RELEASES, SOCIAL MEDIA, AND COMMUNITY OUTREACH TO KEEP THE PUBLIC INFORMED AND ENGAGED WITH ITS ACTIVITIES. THESE COMMUNICATIONS HIGHLIGHT THE MUSEUM'S COMMITMENT TO SERVING THE PUBLIC AND ITS ROLE AS A RESOURCE FOR HISTORICAL EDUCATION AND CULTURAL ENRICHMENT. THIS TRANSPARENCY DEMONSTRATES THE MUSEUM'S RESPONSIVENESS TO THE COMMUNITY'S INTERESTS AND ITS COMMITMENT TO BROAD PUBLIC SUPPORT. 4. PUBLIC BENEFIT THE WESTPORT MUSEUM'S PRIMARY PURPOSE IS TO SERVE THE PUBLIC BY EDUCATING AND FOSTERING A GREATER UNDERSTANDING OF THE LOCAL HISTORY OF WESTPORT AND ITS CULTURAL HERITAGE. THE MUSEUM'S EXHIBITIONS AND PROGRAMS ARE AVAILABLE AT A LOW COST, MAKING THEM ACCESSIBLE TO ALL, INCLUDING UNDERSERVED AND LOW-INCOME INDIVIDUALS AND FAMILIES. THE INSTITUTION'S COMMITMENT TO PUBLIC BENEFIT IS ALSO REFLECTED IN ITS OUTREACH INITIATIVES, WHICH EXTEND ITS EDUCATIONAL PROGRAMS INTO LOCAL SCHOOLS AND PROVIDE ACCESS TO HISTORICALLY SIGNIFICANT RESOURCES. 5. ANALYSIS OF REVENUE COMPOSITION AND TRENDS DESPITE THE MUSEUM'S FAILURE TO MEET THE 33 1/3% TEST, AN ANALYSIS OF ITS REVENUE COMPOSITION FURTHER SUPPORTS THE CASE FOR MEETING THE FACTS AND CIRCUMSTANCES TEST: REVENUE SOURCES: A BALANCED MIX OF PUBLIC AND PRIVATE SOURCES, INCLUDING GRANTS, DONATIONS, MEMBERSHIPS, AND EARNED INCOME, SHOWS THAT THE MUSEUM IS NOT RELIANT ON ANY SINGLE SOURCE OF SUPPORT. THIS ENSURES THAT THE ORGANIZATION MAINTAINS DIVERSE PUBLIC SUPPORT, EVEN THOUGH IT MAY NOT MEET THE STRICT PERCENTAGE REQUIREMENT UNDER THE 33 1/3 TEST. TRENDS IN SUPPORT: THE MUSEUM HAS SHOWN CONSISTENT GROWTH IN PUBLIC DONATIONS AND ATTENDANCE OVER THE YEARS. ADDITIONALLY, THE MUSEUM'S EARNED REVENUE, FROM ADMISSIONS AND SPECIAL EVENTS, CONTINUES TO INCREASE, REFLECTING ITS INCREASING ENGAGEMENT WITH THE PUBLIC. CONCLUSION WHILE THE WESTPORT MUSEUM DOES NOT PASS THE 33 1/3% PUBLIC SUPPORT TEST, IT QUALIFIES FOR THE FACTS AND CIRCUMSTANCES TEST BASED ON A VARIETY OF FACTORS, INCLUDING ITS DIVERSE AND SUSTAINED BASE OF SUPPORT, BROAD COMMUNITY ENGAGEMENT, COMMITMENT TO PUBLIC BENEFIT, AND STRONG PUBLIC PARTICIPATION IN ITS PROGRAMS AND ACTIVITIES. THESE ELEMENTS COLLECTIVELY DEMONSTRATE THAT THE WESTPORT MUSEUM OPERATES AS A PUBLIC CHARITY SERVING A BROAD PUBLIC INTEREST, AS REQUIRED BY THE IRS GUIDELINES FOR THE 10% FACTS AND CIRCUMSTANCES TEST.

Return Reference

Explanation

PART II, LINE 10

GIFT SHOP SALES 41,963 EVENT SALES 47,277

PART II, LINE 17A

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:


Name of organization WESTPORT HISTORICAL SOCIETY INC	Employer identification number 23-7402125
Part I	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
RESTRICTED	,	$ RESTRICTED	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.)
(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.)
(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) (Rev. 1-2025)


Name of organization WESTPORT HISTORICAL SOCIETY INC	Employer identification number 23-7402125
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) (Rev. 1-2025)

	(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Return Reference

Explanation

FORM 990, PAGE 6, PART VI, LINE 11B

A COPY OF THE 990 WAS PROVIDED TO THE BOARD MEMBERS FOR REVIEW BEFORE IT WAS FILED.

FORM 990, PAGE 6, PART VI, LINE 12C

THE ORGANIZATION REGULARLY REVIEWS CONTRACTS AND RELATIONSHIPS WITH DIRECTORS, OFFICERS, ADVISORY COUNCIL MEMBERS, EMPLOYEES AND VENDORS TO ASSURE COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY.

FORM 990, PAGE 6, PART VI, LINE 19

GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

FORM 990, PART XI, LINE 9

DIRECT EVENT EXPENSES SHOWN NET AGAINST REVENUE 1,488 DIRECT EVENT EXPENSES SHOWN NET AGAINST REVENUE -1,488

1	Briefly describe the organization’s mission or most significant activities: INSPIRE HOLISTIC DISCOVERY OF WESTPORT HISTORY, INCLUSIVE OF ITS COLLECTIVE HERITAGE
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	4
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	4
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	10
6	Total number of volunteers (estimate if necessary) .............	6	28
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	203,442	96,233
9	Program service revenue (Part VIII, line 2g) .........	28,873	32,416
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	57,999	22,975
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	4,198	1,488
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	294,512	153,112
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	361,125	351,051
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 91,098
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	347,193	363,652
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	708,318	714,703
19	Revenue less expenses. Subtract line 18 from line 12.......	-413,806	-561,591
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,183,401	2,656,005
21	Total liabilities (Part X, line 26).............	42,853	28,703
22	Net assets or fund balances. Subtract line 21 from line 20.....	3,140,548	2,627,302

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 73,580 including grants of $ ) (Revenue $ 1,500 )
	PRESERVATION OF HISTORIC ARCHIVES, OBJECTS, ARTIFACTS AND COSTUMES IN MUSEUM-QUALITY SETTING FOR USE IN EXHIBITS, ONGOING PUBLIC AND INTERNAL RESEARCH, AND AS A SERVICE TO TOWN INSTITUTIONS INCLUDING PUBLIC SCHOOLS.

4b	(Code: ) (Expenses $ 9,198 including grants of $ ) (Revenue $ 30,916 )
	CONDUCT LECTURES, WORKSHOPS, EDUCATIONAL TOURS AND EXHIBITS ACROSS A WIDE VARIETY SUBJECTS RELATING TO WESTPORT HISTORY AS WELL AS THE LARGER ASSOCIATED HISTORY OF THE COUNTY AND THE STATE. THESE PROGRAMMATIC SERVICES SPAN K-12 AND OTHER AUDIENCES, MOST AT LOW OR NO COST TO THE VISITOR.

4c	(Code: ) (Expenses $ 285,123 including grants of $ ) (Revenue $ )
	ONGOING MAINTENANCE AND HISTORICALLY SENSITIVE MANAGEMENT OF A MUSEUM HOUSED IN A NATIONALLY-REGISTERED PROPERTY, INCLUDING MAINTAINING A COMFORTABLE SURROUNDING FOR VISITING CONSTITUENTS.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses367,901

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	155,315

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e	62,288

f	All other contributions, gifts, grants, and similar amounts not included above		1f	33,945

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		96,233

		Business Code
2a	EXHIBITS & ARCHIVES	611710	32,416	32,416
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		32,416

3 Investment income (including dividends, interest, and othersimilar amounts) ......			22,975			22,975
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	4,448
b	Less: direct expenses ...		8b	8,704
c	Net income or (loss) from fundraising events..			-4,256			-4,256
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a	6,924
b	Less: cost of goods sold ..		10b	1,180
c	Net income or (loss) from sales of inventory..			5,744			5,744

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			153,112	32,416		24,463

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	155,315	93,190	46,594	15,531
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	168,879	101,327	50,664	16,888
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........	26,857	16,114	8,057	2,686
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	44,866		44,866
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	1,000		1,000
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,129		1,129
12	Advertising and promotion ....	9,101		6,371	2,730
13	Office expenses .......	26,682	60	26,622
14	Information technology ......	17,543	10,526	5,263	1,754
15	Royalties ..
16	Occupancy ...........	62,422	39,569	20,957	1,896
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	88,439	57,485	30,954
23	Insurance ...	16,391	9,835	4,917	1,639
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	FUNDRAISING COSTS	47,000			47,000
b	EXHIBIT COSTS	25,870	25,870
c	MISCELLANEOUS	13,467	8,080	5,387
d	TEMPORARY LABOR	9,742	5,845	2,923	974
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	714,703	367,901	255,704	91,098
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			580,710	1	74,424
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............			23,279	8	23,693
9	Prepaid expenses and deferred charges ......			1,558	9	4,078
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	3,372,974
b	Less: accumulated depreciation	10b	1,299,085	1,941,449	10c	2,073,889
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			420,534	12	479,921
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			215,871	15
16	Total assets. Add lines 1 through 15 (must equal line 33)...			3,183,401	16	2,656,005

17	Accounts payable and accrued expenses .....	42,853	17	28,703
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	42,853	26	28,703

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	1,435,153	27	1,511,629
28	Net assets with donor restrictions ...........	1,705,395	28	1,115,673
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	3,140,548	32	2,627,302
33	Total liabilities and net assets/fund balances ........	3,183,401	33	2,656,005


Name of organization WESTPORT HISTORICAL SOCIETY INC			Employer identification number 23-7402125
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.

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

1a	Land .....	106,944		106,944
b	Buildings ....	3,070,484	1,123,940	1,946,544
c	Leasehold improvements
d	Equipment ....	195,546	175,145	20,401
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				2,073,889

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) MUTUAL FUNDS	479,921	F
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	479,921

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

1.(a) Description of liability	(b) Book value
(1) Federal income taxes









Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1RAMIN GANESHRAM EXECUTIVE DIRECTOR	(i) (ii)	155,315 -------------	-------------	-------------	-------------	-------------	155,315 -------------	-------------