2024-08-15T08:20:16-04:00 2023-12-31 823840465 UMBREIT WILECZEK & ASSOCIATES PC 712 E BALTIMORE PIKE KENNETT SQUARE PA 19348 990PF 2023-01-01 232215382 HISTORIC SUGARTOWN INCORPORATED HIST 6106402667 PO BOX 1423 MALVERN PA 19355 JENNIFER SAVERIO TREASURER 6106402667 2024-08-15 true false KATHLEEN A WILECZEK CPA P01410073 6104443222 2024-08-15 2023 2024-08-08 14:25:15Z X X 755634 X 147157 4488 4488 4488 9250 9250 9250 31011 165173 171860 124543 171860 363766 138281 185598 63755 9563 9563 54192 82323 82323 20721 1049 1049 19671 17800 19540 11868 3038 3038 8830 11877 11370 11370 507 170894 59813 145301 22036 6611 6611 13309 1092 945 81568 16206 18095 68354 483934 107650 195027 267671 0 0 483934 107650 195027 267671 -120168 30631 109255 112810 112810 253084 252039 252039 1754 210 1754 1754 7764 6561 6561 263007 382470 382470 57643 7571456 3849740 3888852 3721716 4579815 4477350 755634 9601 7019 12704 12754 9300 9300 31605 29073 X 4246029 4148851 302181 299426 4548210 4448277 4579815 4477350 4548210 -120168 20235 4448277 4448277 426 426 426 426 false false false false true false false true true PA true true false false false true WWW.HISTORICSUGARTOWN.ORG EXECUTIVE DIRECTOR 6106402667 PO BOX 1423 MALVERN PA 19355 false false false false false false false false false false false false false false false false false false false false JOHN C NAGY JR 690 SUGARTOWN ROAD MALVERN PA 19355 PRESIDENT 1.00 0 0 0 ANDREW FLAHERTY 690 SUGARTOWN ROAD MALVERN PA 19355 VICE CHAIR 1.00 0 0 0 PERRY TEILLON 690 SUGARTOWN ROAD MALVERN PA 19355 SECRETARY 1.00 0 0 0 JENNIFER SAVERIO 690 SUGARTOWN ROAD MALVERN PA 19355 TREASURER 1.00 0 0 0 CAROL AMPLO 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 JOHN BUCKLEY 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 TIM COLDREN 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 RON D'ANGELI 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 TOM DIOTTAVIO 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 LAURA HEEMER 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 ROBERT T LANGE JR 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 KEITH PENSION 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 ARTHUR STRAWBRIDGE 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 RAMON TOWNSEND 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 COLBY VAN ALEN 690 SUGARTOWN ROAD MALVERN PA 19355 MEMBER 1.00 0 0 0 ZACK BIRO 690 SUGARTOWN ROAD MALVERN PA 19355 EXECUTIVE DI 40.00 63755 0 0 NONE NONE PRESERVATION OF HISTORICAL PROPERTY AND DEVELOPMENT OF HISTORY-BASED EDUCATIONAL PROGRAMS FOR THE PUBLIC 267671 N/A 348821 328064 8315 685200 685200 10278 674922 33746 X 267671 267671 267671 267671 267671 X 0 0 267671 219966 282958 254305 1024900 267671 219966 282958 254305 1024900 22497 23975 26957 23302 96731 X TOURS & WORKSHOPS 23957 14 4488 14 9250 31011 1 21346 CREDIT CARD REWARD 1 125 RENTAL INCOME 16 124543 159752 54968 214720 1A MUSEUM OPERATIONS false false false false false false false false false false X X 1 CHESTER COUNTY COMMUNITY FOUNDATION 28 W MARKET STREET WEST CHESTER PA 19382 58851 X 2 TALLY FOUNDATION 30 VALLEY STREAM PARKWAY MALVERN PA 19355 5000 X 3 CAROLINE A MORAN 1735 MARKET ST 8TH FLOOR PHILADELPHIA PA 19103 10000 X 4 MERZ FAMILY FOUNDATION 200 N OCEAN BLVD APT S-4 DELRAY BEACH FL 33483 5000 X 5 TROUT WALK FOUNDATION 337 GUARD HILL ROAD BEDFORD NY 10506 15000 X INDIRECT ACCOUNTING FEES 17800 19540 DEPRECIATION 520319 170894 59813 145301 PUBLICLY TRADED SECURITIES PURCHASE 165173 134162 31011 VANGUARD SHORT TERM INVESTMENT GRADE VANGUARD INFLATION PROTECTED SECS VANGUARD LONG TERM INVESTMENT GRADE JP MORGAN EQUITY PREMIUM 27490 27490 SCHWAB US DIVIDEND 39167 39167 VANGUARD GROWTH ETF 126321 126321 VANGUARD FTSE ALL-WLD ED 55359 55359 VANGUARD LARGE CAP INDEX 134133 134133 VANGUARD REAL ESTATE INDEX VANGUARD MID CAP INDEX VANGUARD SMALL CAP INDEX BUILDINGS AND EQUIPMENT 6733515 3849740 2883775 LAND 837941 837941 BEIRGARDEN SUPPLIES 1889 1889 EXPENSES ADVERTISING 1930 1975 BANK FEES 2366 2366 DEVELOPMENT 475 475 DUES & SUBSCRIPTIONS 1170 757 INSURANCE 14829 4449 4449 11406 MEALS & ENTERTAINMENT 198 97 OFFICE 2137 1827 PROGRAM SUPPLIES 14472 13515 REPAIRS AND MAINTENANCE 35064 10519 10519 29615 SECURITY 4127 1238 1238 3623 TELEPHONE/INTERNET 2911 2698 TOURS & WORKSHOPS 23957 23957 BEIRGARDEN 22578 22578 OTHER EVENTS 657 657 CREDIT CARD REWARD 125 125 RENTAL INCOME 124543 124543 124543 UNREALIZED GAINS ON INVESTMENTS 20235 SECURITY DEPOSITS 9300 9300 INDIRECT OTHER PROFESSIONAL FEES 11868 3038 3038 8830 INDIRECT TAXES/LICENSES 11877 11370 11370 507