2025-12-15T12:40:41-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 251832381 HISTORICAL SOCIETY OF UPPER ST CLAIR HIST 4128352050 PO BOX 12681 UPPER ST CLAIR PA 15241 ROGER W HEINS TREASURER 4128352050 2025-12-11 1 1 JEFFREY J SPENGLER P00109764 4126976400 2025-12-11 2024 2025-03-06 01:10:19Z X RACHEL H CARLSON PO BOX 12681 UPPER ST CLAIR PA 15241 584922 0 X WWW.HSUSC.ORG X 1999 PA OPERATES A WORKING PA FARM TO PROVIDE HISTORICAL, CULTURAL OR RELATED RESOURCES TO THE COMMUNITY. 5 5 0 50 0 0 240672 251722 0 0 38895 49930 32 181 279599 301833 0 0 0 0 0 0 0 0 0 168023 192794 168023 192794 111576 109039 3370831 3530747 1042 1890 3369789 3528857 X THE HISTORICAL SOCIETY OF UPPER ST. CLAIR (HSUSC) EXISTS TO OPERATE, RESTORE AND PRESERVE THE GILFILLAN FARM, A MID-LATE 1800S WORKING FARM DESIGNATED AS A NATIONAL HISTORICAL PLACE BY THE UNITED STATES DEPARTMENT OF THE INTERIOR, FOR GENERAL PUBLIC EDUCATIONAL, HISTORICAL AND CULTURAL PURPOSES AND COLLECT, CATALOGUE, PRESERVE, SCAN AND MAKE AVAILABLE TO THE GENERAL PUBLIC HISTORICAL PHOTOGRAPHS AND DOCUMENTS RELATED TO THE HISTORICAL DEVELOPMENT OF THE UPPER ST. CLAIR AREA AND EVENTS, AS WELL AS THE INDIVIDUALS AND FAMILIES INVOLVED THAT HISTORY. THE BENEFICIARIES OF ITS EFFORTS ARE BOTH SCHOOL CHILDREN AND THE GENERAL PUBLIC. ADDITIONALLY HSUSC OPERATES APPLICATIONS THAT ARE EXAMPLES OF A WORKING FARM FOR EDUCATIONAL PURPOSES. 0 0 97394 0 0 DURING THE CURRENT TAX YEAR, THERE WAS BARNYARD BEER BENEFIT TO RAISE CAPITAL FUNDS FOR RESTORATION PROJECTS. 9837 0 0 DURING THE CURRENT TAX YEAR, THERE WAS GARDEN FETE TO RAISE CAPITAL FUNDS FOR RESTORATION PROJECTS. 4278 0 0 COLLECT, CATALOG, PERSERVE, SCAN & MAKE AVAILABLE TO THE PUBLIC, HISTORICAL PHOTOGRAPHS AND DOCUMENTS RELATED TO THE GILFILLAN FAMILY AND OTHER FAMILIES INVOLVED IN THE HISTORICAL DEVELOPMENT. 61891 0 181 OPERATION AND MAINTENANCE 61891 0 181 173400 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 1 0 0 0 0 0 1 1 1 1 1 1 0 0 0 PA X ROGER W HEINS 4128352050 PO BOX 12681 UPPER ST CLAIR PA 15241 X RACHEL H CARLSON PRESIDENT 25.00 X X 0 0 0 ROGER W HEINS TREASURER 20.00 X X 0 0 0 BRUCE FIFE DIRECTOR 1.00 X 0 0 0 DR TIMOTHY WAGNER DIRECTOR 5.00 X 0 0 0 HALEY ROBERTS DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 80082 171640 251722 47098 47098 246915 244083 2832 2832 2832 39006 80082 39006 0 BOOK AND OTHER SALES R 900099 141 141 OTHER INCOME 900099 40 40 181 301833 181 0 49930 1331 1331 12672 12672 5391 5391 12545 12545 26161 26161 22776 22776 PROPERTY MAINTENANCE 92342 92342 FARM EXPENSE 11566 11566 HISTORICAL RECORDS 4278 4278 COMMUNITY DAY 3732 3732 192794 173400 19394 0 45294 50348 1854723 384040 1359962 1470683 1965575 2009716 3370831 3530747 1042 1890 1042 1890 X 1726042 1825508 1643747 1703349 3369789 3528857 3370831 3530747 X 109039 -9573 59602 X 1 X 0 1 0 X 159559 212273 171771 240672 251722 1035997 159559 212273 171771 240672 251722 1035997 510559 525438 778 7686 16850 23706 47098 96118 524 9 1484 26042 39187 67246 1199361 0.43810 0.40670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 626243 X X X 0 450000 450000 633297 289081 344216 496090 17866 478224 77093 77093 0 198243 198243 1470683 BENEFICIAL INTEREST IN TRUST 1703350 F MARKETABLE SECURITIES 306366 F 2009716 X PART X, LINE 2: HSUSC ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN THE CURRENT TAX YEAR. HSUSC HOLDS HISTORIC FARM BUILDINGS, RELATED ANTIQUE FURNISHINGS, AND CERTAIN ANTIQUE FARM EQUIPMENT. THESE ASSETS ARE VALUED BASED ON APPRAISED VALUES AT THE DATE THEY WERE DONATED TO HSUSC. NO DEPRECIATION IS TAKEN ON THESE ASSETS, IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, BECAUSE HSUSC INTENDS TO PRESERVE THESE ASSETS IN PERPETUITY. BARNYARD BEER BENEFIT 108263 79094 29169 29169 GARDEN FETE 10825 988 9837 9837 119088 80082 39006 39006 39006 0 FORM 990, PART VI, SECTION A, LINE 2 RACHEL H. CARLSON PRESIDENT ROGER W. HEINS TREASURER FORM 990, PART VI, SECTION A, LINE 7A ELECTIONS OF MEMBERS AND THEIR RIGHTS AMENDED AND RESTATED BYLAWS WERE ADOPTED AUGUST 10, 2008. FORM 990, PART VI, SECTION A, LINE 8A DOCUMENTATION BY GOVERNING BODY MINUTES AND BOOKS ARE MAINTAINED. FORM 990, PART VI, SECTION A, LINE 8B DOCUMENTATION BY COMMITTEE MINUTES AND MINUTE BOOK ARE MAINTAINED. FORM 990, PART VI, SECTION B, LINE 11B FINANCIAL STATEMENT REVIEW. FORM 990, PART VI, SECTION B, LINE 12C SEE CONFLICT OF INTEREST AND DISCLOSURE QUESTIONNAIRE. FORM 990, PART VI, SECTION C, LINE 19 HISTORICAL RECORDS CONTRIBUTED TO OR OTHERWISE ACQUIRED BY THE SOCIETY FOR PUBLIC ACCESS, RESEARCH & USE ARE STORED AT THE GILFILLAN FARM (1950 WASHINGTON ROAD, UPPER ST. CLAIR, PA 15241) & ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 59,602. FORM 990, PART III, LINE 4A THE SOCIETY OPERATES A MODEL WORKING FARM & LATE 1900 FARMHOUSE FOR PURPOSES OF HISTORICAL, EDUCATIONAL & CULTURAL TOURS. LIMITED CROPS GROWN ON THE PROPERTY ARE DONATED TO LOCAL FOOD BANKS. THE SOCIETY IS ALSO ENGAGED IN PROVIDING PUBLICATIONS & A REPOSITORY OF HISTORICAL PHOTOGRAPHS (1800'S & EARLY 1900'S) OF AREA & FORMER RESIDENTS, DOCUMENTS, ANTIQUES (TOOLS, EQUIPMENT, HOUSEWARE, MEMORABILIA) FOR DISPLAY & HISTORICAL RESEARCH. THE FARM IS SURROUNDED BY A LOCAL WALKING/JOGGING TRAIL THAT IS USED BY HUNDREDS OF PEOPLE EACH DAY & THE WORKINGS OF THE FARM ARE ON DISPLAY FROM BOTH THE TRAIL & LOCAL ROADS. DURING 2022, THE SOCIETY WORKED TO TRANSITION TO HORSES ON THE FARM IN CONJUNCTION WITH HORSES WITH HOPE. IT ALSO PROVIDES GENEALOGICAL DATA FOR FAMILIES TRYING TO TRACE THEIR FAMILY BACKGROUNDS. THE PRESERVATION OF THE BUILDINGS & MAINTENANCE OF THE NATURAL SURROUNDINGS OF THIS "DESIGNATED NATIONAL HISTORIC PLACE" IS AN ASSET TO THE COMMUNITY & ITS NATURAL HERITAGE. FORM 990, PAGE 1, SECTION B THIS AMENDMENT IS TO CORRECT FOR THE FOLLOWING ITEMS: 1. SCHEDULE A, PART II, LINE 5 - REMOVED PENNSYLVANIA HISTORICAL AND MUSEUM COMMISSION AS THEY ARE A GOVERNMENTAL AGENCY AND SHOULD NOT BE PRESENTED IN THIS CALCULATION. 2. SCHEDULE G, PART II, COLUMN B - ADDED GARDEN FETE TO PROPERLY PRESENT INCOME (PREVIOUSLY REPORTED ON FORM 990, PART VIII, LINE 1F) AND RELATED EXPENSES (PREVIOUSLY REPORTED ON SCHEDULE G, PART II, LINE 9, COLUMN A) AS A SECOND FUNDRAISING EVENT. 3. FORM 990, PAGE 10, PART IX, LINE 24B - ADDED ADDITIONAL FARM EXPENSES (PREVIOUSLY REPORTED ON SCHEDULE G, PART II, LINE 9, COLUMN A). 4. SCHEDULE G, PART II, LINE 2, COLUMN A - UPDATED THE AMOUNT OF CONTRIBUTION FROM FUNDRAISING EVENTS. 5. SCHEDULE A, PART II, COLUMN D - UPDATED FOR 2023 AMENDED FORM 990 6. SCHEDULE A, PART II, LINE 15 - UPDATED FOR 2023 AMENDED FORM 990 7. FORM 990, PART I - UPDATED FOR 2023 AMENDED FORM 990