L Caroline Underwood Historical Museum

Bailey Philip L Ttee

Keuka Park, NY
Tax-exempt since May 2001
EIN: 16-6510492

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Arts, Culture and Humanities / History Museums (NTEE)

Donations to this organization are tax deductible.

Revenue

$539k (2024)

Expenses

$62.1k (2024)

Total Assets

$1.56M (2024)

Total Liabilities

$3.2k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$538,622

Expenses

$62,122

Net Income

$476,500

Net Assets

$1,560,436

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$402,647	74.8%
Interest Revenue	$0
Dividends	$46,201	8.6%
Sales of Assets	$89,774	16.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,086	75.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,563,636
Total Liabilities	$3,200
Net Assets	$1,560,436

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bailey (Trustee)	$0	$0

990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$53,893

Expenses

$59,803

Net Income

-$5,910

Net Assets

$1,073,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	18.6%
Interest Revenue	$0
Dividends	$27,344	50.7%
Sales of Assets	$16,549	30.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,196	75.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,073,026
Total Liabilities	$0
Net Assets	$1,073,026

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bailey (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$58,842

Expenses

$61,544

Net Income

-$2,702

Net Assets

$1,080,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	17.0%
Interest Revenue	$0
Dividends	$21,744	37.0%
Sales of Assets	$27,098	46.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,432	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,080,183
Total Liabilities	$0
Net Assets	$1,080,183

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bailey (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$95,966

Expenses

$54,698

Net Income

$41,268

Net Assets

$1,062,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	31.3%
Interest Revenue	$0
Dividends	$18,110	18.9%
Sales of Assets	$47,856	49.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,461	74.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,062,356
Total Liabilities	$0
Net Assets	$1,062,356

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bailey (Trustee)	$0	$0

990-PF

Filed on May 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$77,974

Expenses

$60,663

Net Income

$17,311

Net Assets

$1,050,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	38.5%
Interest Revenue	$0
Dividends	$19,411	24.9%
Sales of Assets	$28,563	36.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,447	81.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,050,329
Total Liabilities	$0
Net Assets	$1,050,329

Compensation

Key Employees and Officers	Compensation	Other
Philip L Bailey (Trustee)	$0	$0

990-PF

Filed on Aug. 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$74,240

Expenses

$53,983

Net Income

$20,257

Net Assets

$1,033,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,343	30.1%
Sales of Assets	$51,896	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,681	79.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,033,018
Total Liabilities	$0
Net Assets	$1,033,018

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$62,800

Expenses

$59,592

Net Income

$3,208

Net Assets

$1,043,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,460	38.9%
Sales of Assets	$38,068	60.6%
Other Income	$271	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,520	78.1%
Compensation of Officers*	$1,556	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,043,807
Total Liabilities	$0
Net Assets	$1,043,807

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$92,840

Expenses

$57,609

Net Income

$35,231

Net Assets

$921,059

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,933	27.9%
Sales of Assets	$66,907	72.1%
Other Income	-$1

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,122	85.3%
Compensation of Officers*	$1,370	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$921,059
Total Liabilities	$0
Net Assets	$921,059

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$85,009

Expenses

$55,730

Net Income

$29,279

Net Assets

$1,043,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,833	26.9%
Sales of Assets	$61,880	72.8%
Other Income	$296	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,692	85.6%
Compensation of Officers*	$1,843	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,043,079
Total Liabilities	$0
Net Assets	$1,043,079

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$35,039

Expenses

$52,992

Net Income

-$17,953

Net Assets

$1,012,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,709	87.6%
Sales of Assets	$4,250	12.1%
Other Income	$80	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,527	85.9%
Compensation of Officers*	$1,623	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,012,460
Total Liabilities	$0
Net Assets	$1,012,460

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$66,169

Expenses

$58,069

Net Income

$8,100

Net Assets

$1,030,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,047	40.9%
Sales of Assets	$39,122	59.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,696	87.3%
Compensation of Officers*	$1,852	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,030,750
Total Liabilities	$0
Net Assets	$1,030,750

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2000

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated March 23, 2026

L Caroline Underwood Historical Museum

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $539k (2024)

Expenses $62.1k (2024)

Total Assets $1.56M (2024)

Total Liabilities $3.2k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$539k (2024)

Expenses

$62.1k (2024)

Total Assets

$1.56M (2024)

Total Liabilities

$3.2k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001

Fiscal Year Ending Dec.
2000