2024-11-15T13:34:51-05:00 2023-12-31 264431077 Edward Kennedy CPA 350 Elm Street Penn Yan NY 14527 990PF 2023-01-01 166510492 L Caroline Underwood Historical Museum Trust LCAR PO Box 87 Keuka Park NY 14478 Philip L Bailey Trustee 3155362847 2024-05-15 true true Kevin P Hines EA P00293492 3155363335 2024-11-15 2023 2024-10-15 13:58:12Z X 1106305 X 10000 27344 27344 27344 16549 103774 16549 53893 43893 27344 6175 6175 1517 317 6915 13030 13030 32166 32166 59803 6492 45196 0 0 59803 6492 45196 -5910 37401 27344 19369 25097 25097 60914 43564 43564 500059 513568 653347 418248 416508 384297 157451 83162 81593 74289 1080183 1073026 1106305 0 0 X 1080183 1073026 1080183 1073026 1080183 1073026 1080183 -5910 1074273 1247 1073026 Capital Gain Distributions 17839 17839 17839 Publicly Traded Securities 85935 87225 -1290 -1290 16549 -1290 520 0 520 0 520 315 315 205 false false false false false false false true true NY true true true false false true Philip L Bailey 3155362847 5756 East Bluff Drive Penn Yan NY 14527 false false false false false false false false false false false false false false false false false false false false false Philip L Bailey 5756 East Bluff Drive Penn Yan NY 14527 Trustee 2.00 0 0 0 NONE 0 NONE Permanent public display of property and other items meeting rooms for research and public presentations on local history and display of J Wilkinson coach 0 By purchasing museum services from Yates County Genealogical and Historical Society the trust contributed to the exempt activities of that organization 32000 933626 51686 0 985312 0 985312 14780 970532 48527 X 45196 45196 45196 45196 45196 45196 45196 X 27344 21744 21954 19411 90453 23242 18482 18661 16499 76884 45196 40461 49447 135104 45196 40461 49447 135104 32351 38280 34546 105177 None None X 0 0 23992 23992 23992 04 Interestdividend and gain on sale is used for exempt purpos 08 Interestdividend and gain on sale is used for exempt purpos false false false false false false false false false false X X 1 Philip Bailey PO Box 87 Keuka Park NY 14478 10000 X Museum Building 2003-01-01 144500 73946 SL 39 3705 0 0 Garage Floor Carriage House 2013-08-15 7951 1912 SL 39 204 0 0 Water Heater 2022-12-26 10910 389 M 7 3006 0 0 Canandaigua National Brokerage 416508 384297 Canandaigua National Brokerage 439581 579360 Vanguard 73987 73987 Museum Building 144500 77651 66849 0 Garage Floor Carriage House 7951 5511 2440 0 Land 5000 0 5000 0 Prior Year Adjustment 1247 Museum Services-YCGHS 32000 0 0 32000 Postage 80 0 0 80 Office 86 0 0 86 Investment Management 6175 6175 0 0 Philip Bailey PO Box 87 Keuka Park NY 14478 Federal Tax 990 950 0 0 0 NY Tax 250 0 0 0 Foreign Tax 317 317 0 0