LONGYEAR FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LONGYEAR FOUNDATION (EIN 04-2203829)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-08
- IRS object ID
- 202432829349301638
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-08T15:54:33-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAFCPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042203829 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGYEAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 6172789000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 BOYLSTON STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA J HOUSTON | PersonNm |
| Person Title | PRESIDENT & EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6172789000 | PhoneNum |
| Signature | 2024-10-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN K LEROUX CPA | PreparerPersonNm |
| PTIN | P01722988 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2024-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SANDRA J HOUSTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 BOYLSTON STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,502,762 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LONGYEAR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1933 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE UNDERSTANDING OF THE LIFE & WORK OF MARY BAKER EDDY, DISCOVERER OF CHRISTIAN SCIENCE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,809,766 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,127,141 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $66,527 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $116,317 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,400 | PYInvestmentIncomeAmt |
| CY Investment Income | $282,047 | CYInvestmentIncomeAmt |
| PY Other Revenue | $40,182 | PYOtherRevenueAmt |
| CY Other Revenue | $32,585 | CYOtherRevenueAmt |
| PY Total Revenue | $3,928,875 | PYTotalRevenueAmt |
| CY Total Revenue | $8,558,090 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,982,676 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,051,383 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $468,676 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,960,834 | PYOtherExpensesAmt |
| CY Other Expenses | $2,255,293 | CYOtherExpensesAmt |
| PY Total Expenses | $4,943,510 | PYTotalExpensesAmt |
| CY Total Expenses | $5,306,676 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,014,635 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,251,414 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,457,018 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,823,475 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,080,973 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,672,730 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,376,045 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $85,150,745 | NetAssetsOrFundBalancesEOYAmt |
| Mission | LONGYEAR FOUNDATION IS AN INDEPENDENT HISTORICAL MUSEUM DEDICATED TO ADVANCING THE UNDERSTANDING OF THE LIFE AND WORK OF MARY BAKER EDDY, THE DISCOVERER, FOUNDER, AND LEADER OF CHRISTIAN SCIENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,094,609 | ExpenseAmt |
| Desc | THE COLLECTION AND PRESERVATION OF LITERARY WORKS, ARTIFACTS, AND DOCUMENTS OF MARY BAKER EDDY, FOUNDER OF THE FIRST CHURCH OF CHRIST, SCIENTIST. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,317,191 | ExpenseAmt |
| Revenue | $148,902 | RevenueAmt |
| Desc | EVENTS, PROGRAMS AND PUBLICATIONS TO EDUCATE THE PUBLIC ABOUT THE LIFE OF MARY BAKER EDDY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,643,415 | ExpenseAmt |
| Desc | THE PRESERVATION, MAINTENANCE AND EXHIBITING OF HISTORIC HOUSES ONCE OWNED AND OCCUPIED BY MARY BAKER EDDY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,055,215 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 38 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDRA J HOUSTON PRESIDENT AND EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172789000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 BOYLSTON STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| SANDRA J HOUSTON | |||||||
| PRES. & EXECUTIVE DIRECTOR | 42.00 | 1.00 | Yes (X) | $128,411 | $0 | $11,836 | |
| ALICE M HUMMER | |||||||
| SECRETARY & DIR. OF COMMUNICATIONS | 40.00 | 1.00 | Yes (X) | $108,485 | $0 | $10,928 | |
| RICHARD C GRIER | |||||||
| TRUSTEE/CHAIRMAN | 10.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES HERTLEIN | |||||||
| TRUSTEE/VICE CHAIRMAN | 5.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HONORABLE JAMES S ROSEBUSH | |||||||
| TRUSTEE/TREASURER | 10.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FRANCESCA KARPEL | |||||||
| TRUSTEE | 5.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DEBORAH THOMPSON MCNEIL | |||||||
| TRUSTEE | 5.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| H REID WAGSTAFF | |||||||
| TRUSTEE (UNTIL 9/2023) | 5.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $236,896 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,764 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONSIGLI CONSTRUCTION CO INC | |||||
| 72 SUMMER ST | MILFORD | MA | 01757 | CONSTRUCTION SERVICES | $616,848 |
| CLIFTONLARSENALLEN LLP | |||||
| PO BOX 829709 | PHILADELPHIA | PA | 18182 | FINANCIAL AND ACCOUNTING SERVICES | $554,237 |
| AMERICAN ALARM & COMMUNICATION | |||||
| 297 BROADWAY | ARLINGTON | MA | 02474 | SECURITY SERVICES | $130,762 |
| MILFORD & FORD ASSOCIATES INC | |||||
| 350 WASHINGTON STREET STE 214 | WELLESLEY | MA | 02481 | PROJECT MANAGEMENT | $130,127 |
| FOCUS TECHNOLOGY SOLUTIONS INC | |||||
| 10 POST OFFICE SQUARE SUITE S1005 | BOSTON | MA | 02109 | IT/TECHNOLOGY SERVICES | $128,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $52,345 | MembershipDuesAmt |
| Related Organizations | $710,555 | RelatedOrganizationsAmt |
| All Other Contributions | $7,364,241 | AllOtherContributionsAmt |
| Noncash Contributions | $478,893 | NoncashContributionsAmt |
| Total Contributions | $8,127,141 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $116,317 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $116,317 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $116,317 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $317,808 | TotalRevenueColumnAmt |
| Exclusion | $317,808 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,840,724 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,876,485 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$35,761 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,761 | TotalRevenueColumnAmt |
| Exclusion | -$35,761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $91,696 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $68,187 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,509 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,076 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,076 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,076 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,558,090 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $148,902 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $282,047 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,727 | TotalAmt |
| Program Services | $222,747 | ProgramServicesAmt |
| Management And General | $22,277 | ManagementAndGeneralAmt |
| Fundraising | $29,703 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,471,531 | TotalAmt |
| Program Services | $1,663,628 | ProgramServicesAmt |
| Management And General | $595,107 | ManagementAndGeneralAmt |
| Fundraising | $212,796 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,978 | TotalAmt |
| Program Services | $44,003 | ProgramServicesAmt |
| Management And General | $4,302 | ManagementAndGeneralAmt |
| Fundraising | $5,673 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,857 | TotalAmt |
| Program Services | $62,470 | ProgramServicesAmt |
| Management And General | $6,204 | ManagementAndGeneralAmt |
| Fundraising | $8,183 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,290 | TotalAmt |
| Program Services | $141,945 | ProgramServicesAmt |
| Management And General | $13,936 | ManagementAndGeneralAmt |
| Fundraising | $18,409 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,853 | TotalAmt |
| Program Services | $2,017 | ProgramServicesAmt |
| Management And General | $8,261 | ManagementAndGeneralAmt |
| Fundraising | $575 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,600 | TotalAmt |
| Management And General | $47,600 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,851 | TotalAmt |
| Program Services | $151,065 | ProgramServicesAmt |
| Management And General | $11,393 | ManagementAndGeneralAmt |
| Fundraising | $28,393 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,885 | TotalAmt |
| Program Services | $101,982 | ProgramServicesAmt |
| Management And General | $5,292 | ManagementAndGeneralAmt |
| Fundraising | $52,611 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $825,179 | TotalAmt |
| Program Services | $788,713 | ProgramServicesAmt |
| Management And General | $29,074 | ManagementAndGeneralAmt |
| Fundraising | $7,392 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,541 | TotalAmt |
| Program Services | $9,694 | ProgramServicesAmt |
| Management And General | $11,180 | ManagementAndGeneralAmt |
| Fundraising | $75,667 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,996 | TotalAmt |
| Program Services | $691,803 | ProgramServicesAmt |
| Management And General | $22,478 | ManagementAndGeneralAmt |
| Fundraising | $5,715 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,733 | TotalAmt |
| Program Services | $13,812 | ProgramServicesAmt |
| Management And General | $2,149 | ManagementAndGeneralAmt |
| Fundraising | $2,772 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EVENTS | $88,596 | $88,596 | ||
| PUBLICATIONS | $52,777 | $52,777 | ||
| REGISTRATION AND OTHER | $27,127 | $5,179 | $1,161 | $20,787 |
| MAINTAIN COLLECTIONS | $14,784 | $14,784 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,371 | TotalAmt |
| Management And General | $2,371 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,306,676 | TotalAmt |
| Program Services | $4,055,215 | ProgramServicesAmt |
| Management And General | $782,785 | ManagementAndGeneralAmt |
| Fundraising | $468,676 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,688 | BOYAmt |
| EOY | $92,329 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,891,366 | BOYAmt |
| EOY | $4,404,235 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,731 | BOYAmt |
| EOY | $5,193,752 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,458 | BOYAmt |
| EOY | $132,478 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,472 | BOYAmt |
| EOY | $18,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,937,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,459,086 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,297,683 | BOYAmt |
| EOY | $51,478,009 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,227,934 | BOYAmt |
| EOY | $7,448,554 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,080,686 | BOYAmt |
| EOY | $18,055,872 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,457,018 | BOYAmt |
| EOY | $86,823,475 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,825,288 | BOYAmt |
| EOY | $1,404,972 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,685 | BOYAmt |
| EOY | $267,758 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,080,973 | BOYAmt |
| EOY | $1,672,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,970,248 | BOYAmt |
| EOY | $27,878,644 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,405,797 | BOYAmt |
| EOY | $57,272,101 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,376,045 | BOYAmt |
| EOY | $85,150,745 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,457,018 | BOYAmt |
| EOY | $86,823,475 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,251,414 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $741,043 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $782,243 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,572,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,578,995 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,003,918 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,809,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,127,141 | CurrentTaxYearAmt |
| Total | $35,092,642 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,572,822 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,578,995 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,003,918 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,809,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,127,141 | CurrentTaxYearAmt |
| Total | $35,092,642 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,050,099 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,042,543 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $897,685 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $461,832 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $341,979 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $276,376 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $317,808 | CurrentTaxYearAmt |
| Total | $2,295,680 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,388,322 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $765,241 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43400 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $4,058 | RevenuesIncludedAmt |
| Assets Included | $55,785,088 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,850,172 | BeginningYearBalanceAmt |
| Contributions | $1,715 | ContributionsAmt |
| Investment Earnings Or Losses | $791,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $284,095 | OtherExpendituresAmt |
| End Year Balance | $6,359,760 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,443,319 | BeginningYearBalanceAmt |
| Contributions | $1,665 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,275,851 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $318,961 | OtherExpendituresAmt |
| End Year Balance | $5,850,172 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,608,868 | BeginningYearBalanceAmt |
| Contributions | $1,001,650 | ContributionsAmt |
| Investment Earnings Or Losses | $1,047,458 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $214,657 | OtherExpendituresAmt |
| End Year Balance | $7,443,319 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,764,325 | BeginningYearBalanceAmt |
| Contributions | $1,200 | ContributionsAmt |
| Investment Earnings Or Losses | $120,065 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $276,722 | OtherExpendituresAmt |
| End Year Balance | $5,608,868 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,260,218 | BeginningYearBalanceAmt |
| Contributions | $160 | ContributionsAmt |
| Investment Earnings Or Losses | $845,544 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $341,597 | OtherExpendituresAmt |
| End Year Balance | $5,764,325 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.91930 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07770 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00300 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,948,454 | OtherCostOrOtherBasisAmt |
| Book Value | $1,948,454 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,692,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,534,815 | DepreciationAmt |
| Book Value | $37,157,627 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,385,298 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,129,549 | DepreciationAmt |
| Book Value | $8,255,749 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,946,615 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,378,533 | DepreciationAmt |
| Book Value | $568,082 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,964,286 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,416,189 | DepreciationAmt |
| Book Value | $3,548,097 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $51,478,009 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT PARTNERSHIPS | $571,504 | F |
| RESIDUAL VALUE OF NON-MANAGED SPLIT INTEREST ACCOUNTS | $572,070 | F |
| PUBLICLY TRADED SECURITIES | $6,304,980 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,448,554 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT INCOME RECEIVABLE | $122,268 |
| COLLECTIONS | $1,640,585 |
| BENEFICIAL INTEREST IN PERPETUAL ENDOWMENT TRUSTS | $16,293,019 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $18,055,872 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OBLIGATIONS UNDER SPLIT-INTEREST AGREEMENTS | Desc |
| Amt | $267,758 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $267,758 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,149,563 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $741,043 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $782,243 | OtherRevenueAmt |
| Revenue Not Reported | $1,523,286 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,626,277 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$68,187 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$68,187 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,558,090 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,482,560 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $175,884 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $175,884 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,306,676 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,306,676 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE FOUNDATION'S COLLECTIONS CONSIST OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, INCLUDING ORIGINAL DOCUMENTS, PHOTOGRAPHS, BOOKS, OBJECTS AND PAINTINGS. EACH ITEM IS CATALOGED FOR EDUCATION, RESEARCH, AND CULTURAL PURPOSES, AND ACTIVITIES CONCERNING CARE, APPROPRIATENESS TO LONGYEAR'S MISSION, VERIFICATION OF EXISTENCE AND ASSESSMENT OF CONDITION ARE PERFORMED AS REGULAR PROCESSES. |
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENTS CONSIST OF BOARD-DESIGNATED ENDOWMENTS AND TRUE ENDOWMENTS RESTRICTED BY DONORS AGAINST ANY EXPENDITURES OF PRINCIPAL. ANNUAL DISTRIBUTIONS ARE MADE AVAILABLE TO SUPPORT THE ANNUAL OPERATING BUDGET BASED ON THE SPENDING POLICIES OF THE RESPECTIVE ENDOWMENT AGREEMENTS. |
| PART X, LINE 2: | THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE COMBINED FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FOUNDATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS AT DECEMBER 31, 2023. THE FOUNDATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN ENDOWMENT TRUSTS 780,829. CHANGE IN VALUE OF SPLIT AGREEMENTS 1,414. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF SALES -68,187. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOOD SOLD 68,187. AFFILIATE EXPENSES 107,697. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 646 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,058 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE ACTIVITY | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $281,574 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $193,261 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | LONGYEAR FOUNDATION UTILIZES ITS BANK'S CUSTODY FUNCTION TO SELL DONATED SECURITIES ON RECEIPT. IT WOULD USE THE SERVICES OF OTHER EXPERTS IN THE RELEVANT MARKET FOR OTHER NON-CASH GIFTS TO BE SOLD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES AND THE AUDIT COMMITTEE, AND FORMALLY APPROVED BY THE AUDIT COMMITTEE, PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION HAS ESTABLISHED A SYSTEM OF JOB CLASSIFICATIONS ACCORDING TO THE LEVEL OF EDUCATION, KNOWLEDGE, SKILL, RESPONSIBILITY, AND DECISION-MAKING. THE WAGE STRUCTURE REFLECTS THESE CLASSIFICATIONS AND IS INTENDED TO BE COMPETITIVE WITH THAT OF SIMILAR INSTITUTIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FILINGS ARE PUBLIC ON THIRD PARTY WEBSITES SUCH AS GUIDESTAR AND LONGYEAR WILL RESPOND TO COMPLY WITH REQUESTS IT RECEIVES DIRECTLY FOR SUCH INFORMATION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1,414. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ENDOWMENT TRUSTS 780,829. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGYEAR HISTORICAL SOCIETY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 58 STINSON LAKE RD | AddressLine1Txt |
| City | RUMNEY | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042203829 | EIN |
| Primary Activities | HOLDS REAL ESTATE IN NEW HAMPSHIRE ON BEHALF OF LONGYEAR FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGYEAR FOUNDATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUR HUNDRED BEACON CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 BOYLSTON STREET | AddressLine1Txt |
| City | CHESTNUT HILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02467 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208069837 | EIN |
| Primary Activities | TO OWN, PRESERVE AND MAINTAIN 400 BEACON STREET PROPERTY. | PrimaryActivitiesTxt |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGYEAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARY BEECHER LONGYEAR TRUST | ||||||||||||
| 1650 MARKET STREET SUITE 1200 | PHILADELPHIA | PA | 19103 | 046011948 | FUNDING FOR OPERATIONS | MA | N/A | T | $697,552 | $15,420,762 | 1.00000 | Yes (1) |
| EDWARD LONG ENDOWMENT TRUST | ||||||||||||
| 90 N MAIN STREET | CONCORD | NH | 03301 | 026105159 | FUNDING FOR CONCORD HOUSE | NH | N/A | T | $5,443 | $158,792 | 1.00000 | Yes (1) |
| MOLLIE BABCOCK TRUST | ||||||||||||
| 19131 E BUCKSKIN COURT | RIO VERDE | AZ | 85263 | 999999999 | FUNDING FOR OPERATIONS | MA | N/A | T | $512,593 | 1.00000 | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BEECHER LONGYEAR TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $697,552 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |