2024-05-08T01:01:18-05:00 2023-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2023-01-01 166233397 GENEVA HIST SOCIETY ENDOWMENT FUND GENE 6092746834 PO BOX 1532 PENNINGTON NJ 08534 BANK OF AMERICA N A TRUSTEE 6092746834 2024-04-25 true true LAWRENCE MCGUIRE P01233953 4123556000 2024-04-25 X 2023 2023-04-26 12:10:37Z BANK OF AMERICA N A PO BOX 1534 PENNINGTON NJ 08534 473465 false X N/A X 1979 NY TO PROVIDE SUPPORT FOR THE GENEVA HISTORICAL SOCIETY TO ENGAGE IN AN ONGOING DIALOGUE ON GENEVA 1 0 0 0 0 1000000 0 0 79693 109353 0 1079693 109353 77415 90766 0 13407 11022 0 0 403 457 91225 102245 988468 7108 2898047 2900968 0 0 2898047 2900968 TO PROVIDE SUPPORT FOR THE GENEVA HISTORICAL SOCIETY TO ENGAGE IN AN ONGOING DIALOGUE ON GENEVA false false 90766 90766 TO PROVIDE SUPPORT FOR THE GENEVA HISTORICAL SOCIETY TO ENGAGE IN AN ONGOING DIALOGUE ON GENEVA 90766 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true false false false false false false NY X X BANK OF AMERICA NA 6092746834 PO BOX 1534 PENNINGTON NJ 08534 BANK OF AMERICA NA TRUSTEE 2.0 X 11022 0 0 11022 0 0 false false false 106142 106142 367323 364112 3211 3211 3211 109353 109353 90766 90766 11022 6613 4409 NYS FILING FEE 250 250 INVESTMENT EXPENSES 173 173 FOREIGN TAXES PAID 34 34 102245 97629 4616 0 3819 2964 265542 282731 2628686 2615273 2898047 2900968 0 0 X 2898047 2900968 2898047 2900968 2898047 2900968 X 7108 -4187 X false false false X X 1 GENEVA HISTORICAL SOCIETY 160800368 7 true 90766 0 1 90766 0 true false false false false false false false false false false false false false false true false 0 0 0 0 0 0 true GENEVA HISTORICAL SOCIETY 543 S MAIN STREET GENEVA NY 14456 160800368 501(C)(3) 90766 FMV GENERAL OPERATING PURPOSES EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. TRUST ADMINISTRATORS FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. DUTIES INCLUDED ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM THE TRUST FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE AUDIT COMMITTEE OF THE SUPPORTED ORGANIZATION REVIEWS DRAFTS OF THE FORM 990. ONCE COMPLETED, THE FORM 990 WILL BE MADE AVAILABLE ELECTRONICALLY TO THE ENTIRE BOARD EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c GOVERNANCE IS HANDLED BY THE SUPPORTED ORGANIZATION. THE CONFLICT OF THE INTEREST POLICY IS ADMINISTERED AND IMPLEMENTED BY THE SUPPORTED ORGANIZATION'S AUDIT COMMITTEE. EACH TRUSTEE AND FULL TIME EMPLOYEE IS REQUIRED TO ANNUALLY SUBMIT A CONFLICT OF INTEREST DISCLOSURE FORM. THE EXECUTIVE DIRECTOR AND PRESIDENT JOINTLY MONITOR PROPOSED BUSINESS TRANSACTIONS WHICH MAY HAVE THE POTENTIAL FOR CONFLICTS OF INTEREST AND THE CHAIR OF THE AUDIT COMMITTEE OF THE SUPPORTED ORGANIZATION IS NOTIFIED IF A POTENTIAL CONFLICT OF INTEREST IS FOUND. ANY TRUSTEE OR FULL TIME EMPLOYEE WHO BELIEVES HE OR SHE MAY HAVE A POTENTIAL CONFLICT MUST IMMEDIATELY CONTACT THE CHAIR OF THE AUDIT COMMITTEE OF THE SUPPORTED ORGANIZATION. THE CHAIR OF THE EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c AUDIT COMMITTEE OF THE SUPPORTED ORGANIZATIONDETERMINES WHETHER A CONFLICT OF INTEREST EXISTS. WHEN A PROPOSED TRANSACTION INVOLVES A CONFLICT, THE CONFLICTED TRUSTEE/EMPLOYEE IS ADVISED AND IS REQUIRED TO SUBMIT AN UPDATED DISCLOSURE FORM. A TRUSTEE WHO HAS A CONFLICT OF INTEREST DOES NOT PARTICIPATE IN BOARD OR COMMITTEE CONSIDERATION OR DETERMINATIONS ON THE MATTER. FORM 990, PAGE 6, PART VI, LINE 15a THE EXECUTIVE COMMITTEE OF THE SUPPORTED ORGANIZATION REVIEWS EXECUTIVE DIRECTOR PERFORMANCE AND RECOMMENDS COMPENSATION TO THE FINANCE COMMITTEE OF THE SUPPORTED ORGANIZATION. THE FINANCE COMMITTEE OF THE SUPPORTED ORGANIZATION INCORPORATES THE RECOMMENDED COMPENSATION INTO THE BUDGET AND FORWARDSTHE BUDGET TO THE FULL BOARD. THE BOARD OF THE SUPPORTED ORGANIZATION HAS FINAL APPROVAL OF ALL COMPENSATION. THE ORGANIZATION HAS NO OTHER KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND OTHER INFORMATION ARE MADE AVAILABLE UPON REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 PY PENDING SALES: $(654), PY ROC ADJ $(5,541), COST BASIS ADJ $1,908 GENEVA HISTORICAL SOCIETY 543 S MAIN STREET GENEVA NY 14456 160800368 NY N/A false false false false false false false false false false false false false false false false false false false false