2025-12-15T12:40:56-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2023-01-01 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 2024-09-04 2023 2025-03-06 01:10:19Z X RACHEL H CARLSON PO BOX 12681 UPPER ST CLAIR PA 15241 396786 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 171771 240672 0 0 11633 38895 -7584 32 175820 279599 0 0 0 0 0 0 0 0 0 156027 168023 156027 168023 19793 111576 3134597 3370831 17003 1042 3117594 3369789 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 97420 0 0 DURING THE CURRENT TAX YEAR, THERE WAS BARNYARD BEER BENEFIT TO RAISE CAPITAL FUNDS FOR RESTORATION PROJECTS. 3185 0 0 COLLECT, CATALOG, PRESERVE, SCAN & MAKE AVAILABLE TO THE PUBLIC, HISTORICAL PHOTOGRAPHS AND DOCUMENTS RELATED TO THE GILFILLAN FAMILY AND OTHER FAMILIES INVOLVED THE HISTORICAL DEVELOPMENT. 7704 0 0 THE ORGANIZATION HOSTS NUMEROUS TOURS AND UPPER ST CLAIR COMMUNITY DAY OPEN HOUSE TO PROVIDE A CULTURAL AND HISTORIC INTERPERATION OF THE GILFILLAN FARM & 1800'S FARM OPERATIONS. 41743 0 32 OPERATION AND MAINTENENCE 41743 0 32 150052 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 GREGORY A HARBAUGH TERM ENDED 2023 SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 970 63033 176669 240672 23706 23706 78015 28349 91175 0 -13160 28349 15189 15189 26012 63033 26012 0 BOOK AND OTHER SALES R 900099 32 32 32 279599 32 0 38895 1773 1773 13479 13479 2719 2719 9119 9119 35101 35101 21923 21923 PROPERTY MAINTENANCE 64037 64037 FARM EXPENSE 8983 8983 COMMUNITY DAY 7704 7704 HISTORICAL RECORDS 3185 3185 168023 150052 17971 0 122069 45294 1717841 357879 1363119 1359962 1649409 1965575 3134597 3370831 17003 1042 17003 1042 X 1590130 1726042 1527464 1643747 3117594 3369789 3134597 3370831 X 111576 24338 116281 X 1 X 0 1 0 X 93715 159559 212273 171771 240672 877990 93715 159559 212273 171771 240672 877990 488986 389004 1481 778 7686 16850 23706 50501 8 524 9 1484 26042 28067 956558 0.40670 0.41480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 626243 X X X 0 450000 450000 459944 459944 532561 280786 251775 77093 77093 0 198243 198243 1359962 BENEFICIAL INTEREST IN TRUST 1643747 F MARKETABLE SECURITIES 321828 F 1965575 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 89045 63033 26012 26012 89045 63033 26012 26012 26012 0 FORM 990, PART VI, SECTION A, LINE 2 RACHEL H. CARLSON ROGER W. HEINS PRESIDENT/SECRETARY TREASURER AND VICE PRESIDENT DAUGHTER/FATHER FORM 990, PART VI, SECTION A, LINE 7A ELECTION 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 116,281. FORM 990, PART III, LINE 4A THE SOCIETY OPERATES A MODEL WORKING FARM & LATE 1800 FARM HOUSE 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 CONJUCTION 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 G, PART II, LINE 9, COLUMN A - ADDED ADDITIONAL BBB EXPENSES (PREVIOUSLY REPORTED ON FORM 990, PART IX, LINE 13, COLUMN C). 2. SCHEDULE G, PART II, LINE 2, COLUMN A - UPDATED THE AMOUNT OF CONTRIBUTION FROM FUNDRAISING EVENTS.