Representative Town Meeting Budget and Special Meeting - DAY 2 (linked)

WATERFORD
HISTORICAL
SOCIETY

TOWN OF WATERFORD
15 Rope Ferry Road
Waterford, CT 06385
860-442-0553
ORGANIZATION NAME: Waterford Historical Society, Inc.
REQUEST DATE (FISCAL YEAR): FY23/24 (July 1, 2023-June 30,2024)
REQUESTED AMOUNT: $2,200.00
i ae
BENEFIT STATEMENT (Describe how these funds will be used)
Town funds will be allocated for fixed building expenses (utilities, insurance, security’ and for our
community members -monthly events, special events, docent training and school related curricular
enhancements in all three elementory schools, at Clark Lane Middle school and on Jordan Green.
Per Town of Waterford Budget Guidelines: please attach a certified audit report of all funds appropriated
during the last completed fiscal year to your funding request.
DECLARATION
|, the requester, understand that |am requesting public funds from the Town of Waterford.
| declare that this request does not pose any potential conflict with the Town of Waterford
and | will provide any documentation requested by the Town of Waterford to authorize
funding this request or review the appropriateness of the request.
fees Ann Vow 12-Dec-22
Signatire | Date

Waterford: Historical Society, Inc.
BOX 117
; Selectman Robert J. Brule December 12, 2022 WATERFORD,
Town of Waterford CONNECTICUT
15 Rope Ferry Road 06385
Waterford, CT 06385
RE: Request for $2200 Funding Fiscal Year 2023-2024
Dear Mr. Brule:
The Waterford Historical Society, a not-for-profit 501 (c)3 organization, has
served the interests of Waterford residents and our greater community since
1967. Our legal statement of purpose remains: to collect, protect, preserve and
serve as caretakers of our past, present and future.
We wish to thank you for granting us funding during the fiscal year 2022-2023.
Our organization struggles financially to keep up with the maintenance of our
buildings and to fund our society’s events. Our current year budget shows
expenses of $10,300 for insurance, security, utilities and maintenance alone.
Additional maintenance of Beebe-Phillips house in FY23 will require additional
spending beyond the current fiscal year amount. Our buildings are a critical, but
high expenditure for our Society.
We increased our programming costs in FY22 and FY23. Our programs are
important to the community to learn about Waterford’s history on many levels and
in a variety of ways. Our presence will be more apparent next spring with
elementary students (third and fifth-grade) making class field trips to Jordan
Green to learn about local history. We also plan to visit elementary classrooms
as actors in period costume portraying local historical figures who will relate
fascinating details of Waterford history. Our Society already impacts middle
school children at Clark Lane Middle School, The Williams School, and Saint
Bernard School since they are motived to create artwork to be selected by their
art teachers for gallery space during “Art In Waterford” again in 2023. Other
educational events for families and people of all ages will be woven into “Second
Saturdays” on Jordan Green in 2023.
We hope the Town of Waterford will again grant us funding of $2200 for FY 23/24
to support these efforts. Thank you in advance for considering our request.
Resp Lhe Ln hh uf
Jeffry IAEA Treasurer, Waterford Historical Society, Inc.

Waterford Historical Society: Annual Budget
Fiscal Year July 1,2022-June 30,2023
Approved by Board September 24,2022
Actual Budget
2021-2022 2022-2023
Income Per Cent Income Per Cent
Donations $3,845 17.6 $4,000 21.86
Membership $2,441 11.2 $2,000 10.93
Town of Waterford Grant $1,800 8.3 . $2,000 10.93
Other Grants $4,800 22.0 $5,000 27.32
. Trust Income $306 1.4 $300 1.64
"Art in Waterford” Event $1,994 9.1 $2,000 10.93
Other Events $831 3.8 $1,000 5.46
Forge $2,587 11.9 $1,000 5.46
Sale of Books and Art Prints $3,194 14.7 $1,000 5.46
Total Income $21,798 100.00 $18,300 100.00
Expenses PerCent Expenses Per Cent
Bank Fees $36 0.2 $36 0.1
"Art in Waterford" Event $1,454 9.1 $1,500 5.7
Other Events $526 3.3 $10,000 37.7
Legal Fees . $0 0.0 $0 0.0
Insurance $5,096 31.9 $5,500 20.7
Maintanence, Repairs, Exterm - $1,317 8.2 $2,000 7.5
Office Supplies ; $462 2.9 $650 2.4
PO Fee " $182 1.1 $200 0.8
Publicity- Website, Banner $622 3.9 $1,000 3.8
Printing Book copies $2,937 18.4 $1,500 5.7
Security . $1,145 7.2 $1,000 3.8
Shipman Fire $309 1.9 $250 0.9
Forge $320 2.0 $1,000 3.8
Telephone $117 0.7 $100 0.4
Electricity $1,212 7.6 $1,500 5.7
Water $232 1.5 $300 1.4
Total Expenses $15,967 100.0 $26,536 100.0
Net Income $5,831 -$8,236

Waterford Historical Society: Annual Budget
Fiscal Year July 1,2023-June 30,2024
Provisional Nov 1, 2022
Donations
Membership
Town of Waterford Grant
Other Grants
Trust Income
"Art in Waterford" Event
Other events
Forge
Sale of Books and Art Prints
Total Income
Bank Fees
"Art in Waterford" Event
Other Events
Legal Fees
Insurance
Maintanence, Repairs, Exterminator
Office Supplies
PO Fee
Publicity- Website, Banner
Printing Book copies
Security ,
Shipman Fire
Forge
Telephone
Electricity
Water
Total Expenses
~
Net Income
Budget
2023-2024
Income
$4,000
$2,000 -
$2,200
$5,000
$300
$2,000
$1,000
$1,000
$1,000
$18,500
Expenses
$36
$1,500
$10,000
$0
$6,000
$10,000
$650
$200
$1,000
$500
$1,200
$300
$1,000
$100
$1,300
$300
$34,086
-$15,586
Per Cent
21.62
10.81
11.89
27.03
1.62
10.81
5.41
5.41
5.41
100.00
Per Cent
O.1
4.4
29,3
0.0
17.6
29.3
1.9
0.6
2.9
1.5
3.5
0.9.
2.9
0.3
3.8
0.9
100.0