Oak Ridge Historical Society Inc in Arrington, Virginia (VA)

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Oak Ridge Historical Society Inc
Employer Identification Number (EIN)311788112
Name of OrganizationOak Ridge Historical Society Inc
In Care of NameJohn M Carter
Address2300 Oak Ridge Rd, Arrington, VA 22922
SubsectionEducational Organization
Ruling Date12/2001
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$100,000 to $499,999
Income$10,000 to $24,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$259,051
Amount of Income$10,310
Form 990 Revenue Amount$10,310
National Taxonomy of Exempt Entities (NTEE)Arts, Culture and Humanities: History Museums


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Amount of income in 2011: $10,310 (it was $1,413 in 2010)
This organization: 

 $10,310
Other organizations performing similar types of work: 

 $51,983

Assets in 2011: $259,051 (it was $271,063 in 2010)
This organization: 

 $259,051
Other organizations performing similar types of work: 

 $137,152

Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$10,310$34$10,126
Contributions, gifts, grants, etc., received$184
Interest on savings and temporary cash investments$34
Dividends and interest from securities$0
Gross rents$0
Gross profit from sales of goods$0
Other income$10,092
Total expenses and disbursements$22,322$0$11,451$5,210
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$18,207$0$1,095
Contributions, gifts, grants paid$4,115
Excess of revenue over expenses and disbursements$-12,012
Net investment income$34
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$259,051$68,233
Cash - non-interest-bearing$0
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Other$259,051
Total liabilities$0
Total liabilities and net assets/fund balances$259,051
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$0
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$67,912
Net value of noncharitable-use assets$66,900
Minimum investment return$3,345
Distributable Amount (for 2011)
Distributable amount$3,345
Undistributed Income (for 2011)
Distributable amount for 2011$3,345
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Contempoary Jewish Museum736 Mission St, San Francisco, CA 94103-3113CA2003-08$18,386,763
2Navy Seal Foundation Inc1619 D St, Virginia Bch, VA 23455-8407VA2000-10$18,134,074
3Union Station Kansas City Inc30 W Pershing Rd Ste 400, Kansas City, MO 64108-2444MO2000-12$13,487,808
4Museum Of Jewish Heritage A Living Memorial To The Holocaust36 Battery Place 4th Fl, New York, NY 10280-1502NY1987-01$8,625,847
5The American Civil War Center At Historic Tredegar490 Terdegar St, Richmond, VA 23219VA2000-10$6,304,903
6Swc Museum Corp1399 S Roxbury Drive, Los Angeles, CA 90035-4709CA2001-03$3,666,586
7Upcountry History Museum540 Buncombe St, Greenville, SC 29601-1906SC1987-01$741,626
8Mcghee FoundationPO BOX 1829, Middleburg, VA 20118-1829VA2003-01$734,066
9National Slavery Museum1320 Central Park Blvd, Fredericksburg, VA 22401-4942VA1997-02$581,740
10Michigan Firehouse Museum And Education Center110 W Cross St, Ypsilanti, MI 48197-2445MI2000-12$497,534
11National Museum Of Americans In WartimePO BOX 30, Nokesville, VA 20182-0030VA2004-07$25,978,113
12Lorton Arts Foundation Inc9517 Workhouse Way, Lorton, VA 22079-2642VA2002-09$2,131,702
13American Armoured Foundation Inc3401 U S Highway 29, Danville, VA 24540-1429VA1981-09$650,367
14Loudoun Heritage Farm Museum17356 Canby Rd, Leesburg, VA 20175-6900VA1999-05$212,424
15Fort Pocahontas LtdPO BOX 8, Charles City, VA 23030-0008VA2001-06$113,261
16Friends Of Chevra Thelim Inc7339 Barberry Ln, Norfolk, VA 23505-3001VA2002-02$100,766
17Oakland-The Nelson County Museum Of History IncPO BOX 39, Lovingston, VA 22949-0039VA2004-06$74,700
18Lewis And Clark Exploratory Center Of Virginia IncPO BOX 281, Charlottesvle, VA 22902-0281VA2001-02$66,030
19Lee County Historical And Genealogical SocietyPO BOX 231, Jonesville, VA 24263-0231VA2004-09$64,025
20Christiansburg Institute IncPO BOX 433, Christiansbrg, VA 24068-0433VA2000-03$29,376
Number of organizations performing similar types of work
Alaska7
Alabama28
Arkansas23
Arizona27
California179
Colorado37
Connecticut14
District of Columbia12
Delaware5
Florida75
Georgia45
Hawaii8
Iowa56
Idaho12
Illinois80
Indiana52
Kansas29
Kentucky35
Louisiana27
Massachusetts50
Maryland43
Maine28
Michigan73
Minnesota43
Missouri49
Mississippi25
Montana16
North Carolina66
North Dakota4
Nebraska23
New Hampshire21
New Jersey50
New Mexico22
Nevada18
New York118
Ohio91
Oklahoma36
Oregon35
Pennsylvania97
Rhode Island10
South Carolina31
South Dakota17
Tennessee50
Texas154
Utah13
Virginia81
Vermont15
Washington53
Wisconsin43
West Virginia28
Wyoming12
International8
Total2,174

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