2023-05-10T09:10:31-05:00 2022-06-30 050392605 MULLEN SCORPIO & CERILLI 67 CEDAR STREET PROVIDENCE RI 02903 990 2021-07-01 050259110 THE RHODE ISLAND HISTORICAL SOCIETY RHOD 4013318575 110 BENEVOLENT STREET PROVIDENCE RI 02906 CHRISTIANA MORGAN GREFE EXECUTIVE DIRECTOR 4013318575 2023-05-08 1 CHRISTIANA MORGAN GREFE 999009999 ANTHONY W SCORPIO P01360145 4017513860 2023-04-27 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CHRISTIANA MORGAN GREFE 110 BENEVOLENT STREET PROVIDENCE RI 02906 9582186 0 X WWW.RIHS.ORG X 1822 RI THE RHODE ISLAND HISTORICAL SOCIETY IS DEDICATED TO COLLECTING, PRESERVING, AND SHARING RHODE ISLAND'S HISTORY. 20 20 59 103 9166 0 1571593 1397604 21042 59484 1943250 1714678 93628 152628 3629513 3324394 0 0 0 0 1608360 1786300 0 0 309560 873080 1119960 2481440 2906260 1148073 418134 30696643 25912827 478319 211671 30218324 25701156 X THE RHODE ISLAND HISTORICAL SOCIETY'S PRIMARY MISSION IS HONORING, INTERPRETING, AND SHARING RHODE ISLAND'S PAST TO ENRICH THE PRESENT AND INSPIRE THE FUTURE. 0 0 790526 15423 LIBRARY PROGRAM - THE RHODE ISLAND HISTORICAL SOCIETY'S ROBINSON RESEARCH CENTER HAS OVER 100,000 VOLUMES RELATING TO THE HISTORY OF RHODE ISLAND AND SURROUNDING NEW ENGLAND. THIS RESEARCH CENTER ALSO HOLDS MORE THAN 1,200 MANUSCRIPT COLLECTIONS (OVER 10 MILLION PAGES), 20,000 ARCHITECTURAL DRAWINGS, 200,000 PHOTOGRAPHS, AND 9 MILLION FEET OF MOVING IMAGE FILM. 845824 15725 MUSEUM PROGRAM - THE RIHS OPERATES TWO MUSEUMS, THE JOHN BROWN HOUSE MUSEUM AND THE MUSEUM OF WORK AND CULTURE, AS WELL AS OPERATING THE ALDRICH HOUSE, WHICH SERVES AS ITS HEADQUARTERS, EVENT VENUE, AND EDUCATIONAL SPACE. THE MUSEUM OF WORK AND CULTURE ALSO SERVES AS A VISITORS' CENTER FOR THE BLACKSTONE RIVER VALLEY. IN ADDITION, THE JOHN BROWN HOUSE MUSEUM SERVES AS THE PRIMARY LOCATION OF OUR MUSEUM ARTIFACTS, WHICH NUMBER OVER 20,000. 246390 41530 EDUCATION PROGRAM - THE GOFF CENTER FOR EDUCATION AND PUBLIC PROGRAMS, THE STAFF MEMBERS OF WHICH ARE LOCATED AT THE JOHN BROWN HOUSE MUSEUM AND ALDRICH HOUSE, OVERSEES THE RIHS'S EDUCATIONAL WORK RELATED TO RI AND AMERICAN HISTORY, TEACHER PROFESSIONAL DEVELOPMENT IN THE FIELD OF RI AND AMERICAN HISTORY, PRIMARY DOCUMENT-BASED CURRICULUM DEVELOPMENT, UNIT PLANS, STUDENT TOURS, AND WRITTEN MATERIALS, INCLUDING THE FREELY AVAILABLE DIGITAL TEXTBOOK, ENCOMPASS, AS WELL AS PUBLIC PROGRAMS, SUCH AS LECTURES, CONCERTS, AND WORKSHOPS. THE GOFF CENTER DIRECTS THE RIHS'S RHODE ISLAND ONLINE DIRECTORY INITIATIVE (RHODI) PROJECT AND ALSO RUNS RI HISTORY DAY, THE STATE AFFILIATE OF NATIONAL HISTORY DAY. THE PUBLIC PROGRAMS AND RHODI STAFF REPORT TO THE DIRECTOR OF ADVANCEMENT AND PUBLIC PROGRAMS BUT ARE CONSIDERED PART OF THE GOFF CENTER. 1882740 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 14 0 59 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 0 0 X X CHARMYNE GOODFELLOW 4013318575 110 BENEVOLENT STREET PROVIDENCE RI 02906 STANLEY G WEISS TRUSTEE 0.50 X 0 0 0 MICHAEL L BAKER JR CPA TRUSTEE 0.50 X 0 0 0 TIMOTHY N BURDITT TRUSTEE THROUGH NOVEMBER 2021 0.50 X 0 0 0 ANTHONY CALANDRELLI TRUSTEE THROUGH AUGUST 2021 0.50 X 0 0 0 MICHAEL T EADIE TRUSTEE 0.50 X 0 0 0 GEORGE M GOODWIN PHD TRUSTEE THROUGH NOVEMBER 2021 0.50 X 0 0 0 JAMES WING TRUSTEE 0.50 X 0 0 0 LISA E MELTON TRUSTEE 0.50 X 0 0 0 PETER J MINIATI CFP JD TREASURER 0.50 X X 0 0 0 MARY C SPEARE TRUSTEE THROUGH NOVEMBER 2021 0.50 X 0 0 0 LANE TALBOT SPARKMAN EX-OFFICIO 0.50 X 0 0 0 SCOTT MACKAY TRUSTEE 0.50 X 0 0 0 MAUREEN MOAKLEY PHD TRUSTEE 0.50 X 0 0 0 MARCUS P NEVIUS PHD TRUSTEE 0.50 X 0 0 0 ROBERTA E GOSSELIN TRUSTEE 0.50 X 0 0 0 LUTHER W SPOEHR PHD VICE CHAIR 0.50 X X 0 0 0 PAUL A CROCE SCD TRUSTEE 0.50 X 0 0 0 WINIFRED E BROWNELL PHD SECRETARY 0.50 X X 0 0 0 VANESSA WYNDER QUAINOO PHD TRUSTEE 0.50 X 0 0 0 ALLETTA MORRIS COOPER TRUSTEE AS OF NOVEMBER 2021 0.50 X 0 0 0 MICHAEL GERHARDT TRUSTEE AS OF NOVEMBER 2021 0.50 X 0 0 0 CINDY ESALAZAR ESQ TRUSTEE AS OF NOVEMBER 2021 0.50 X 0 0 0 ALICIA J SAMOLIS JD TRUSTEE 0.50 X 0 0 0 ROBERT H SLOAN JR BOARD CHAIR 0.50 X X 0 0 0 THEODORE W SMALLETZ TRUSTEE AS OF NOVEMBER 2021 0.50 X 0 0 0 C MORGAN GREFE PHD EXECUTIVE DIRECTOR 37.50 X 168027 0 12313 168027 0 12313 1 0 1 0 0 60690 49373 463262 824279 7093 1397604 ADMISSIONS INCOME 900099 48767 48767 PROGRAM REVENUE 900099 8341 8341 PUBLICATION SALES 453220 2376 2376 59484 779254 779254 23207 23207 78203 0 78203 78203 78203 7171982 6231558 5000 940424 -5000 935424 935424 21404 49373 17594 3810 3810 28688 3640 25048 25048 9166 0 9166 9166 ADMINISTRATIVE FEES 900099 13194 13194 13194 3324394 72678 9166 1844946 X 190868 76347 95434 19087 1250474 827210 250640 172624 37967 26676 8661 2630 191813 129264 48691 13858 115178 72277 26662 16239 6154 6154 20500 20500 123393 123393 216695 166679 997 49019 1115 1095 20 99879 75900 23979 3158 2303 546 309 225428 197195 28233 61749 51131 10013 605 REPAIRS AND MAINTENANCE 88487 56801 31674 12 PRINTING 56187 49607 0 6580 AUTOMATION 53664 26723 14957 11984 MISCELLANEOUS 30967 22058 4429 4480 132584 101474 18997 12113 2906260 1882740 713960 309560 969630 304412 492176 156715 99344 129906 22136 29290 15195 12198 14038 16848 6633317 4143461 2634150 2489856 25036678 21495914 1413296 1277688 30696643 25912827 166883 185462 19174 26209 292262 0 478319 211671 X 11128890 9647717 19089434 16053439 30218324 25701156 30696643 25912827 418134 -4935302 0 X 0 1 X 1 0 X 886015 856694 749599 1571594 1397604 5461506 886015 856694 749599 1571594 1397604 5461506 1373352 4088154 512052 561267 509222 447209 880664 2910414 25571 11240 3112 4239 44162 8416082 321496 0.48580 0.45410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 25555424 7017 -3126829 1189465 21246147 20325274 17017 6454629 1241496 25555424 21124755 9017 444787 1253285 20325274 21439559 7095 842152 1164051 21124755 20907952 10017 1643332 1121742 21439559 0.28000 0.71000 0.01000 1 0 631822 631822 2530198 1527902 1002296 2884929 2161818 723111 571368 453741 117627 15000 15000 2489856 X -1718915 -4935302 15386 -4919916 3201001 123393 123393 3324394 2798253 15386 15386 2782867 123393 123393 2906260 PART III, LINE 1A: COLLECTION ITEMS INCLUDE FURNISHINGS, DOCUMENTS, PUBLICATIONS, PAINTINGS, ART, AND OTHER ITEMS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE. THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED TO THE GREATEST EXTENT POSSIBLE WITHIN THE SOCIETY'S RESOURCES. THE SOCIETY'S POLICY REQUIRES THAT THE PROCEEDS FROM THE SALES OF COLLECTION ITEMS BE USED SOLELY FOR ACQUISITIONS OF OTHER ITEMS FOR COLLECTION OR CARE OF COLLECTION ITEMS. DUE TO THE COST OF CAPITALIZING THE COLLECTION ITEMS AND MAINTAINING ONGOING VALUATION INFORMATION, THE SOCIETY HAS ELECTED NOT TO CAPITALIZE ITS COLLECTIONS. HOWEVER, MANAGEMENT CONSIDERS THE VALUE OF THE COLLECTION ITEMS TO BE SIGNIFICANT. PART III, LINE 4: COLLECTION ITEMS INCLUDE FURNISHINGS, DOCUMENTS, PUBLICATIONS, PAINTINGS, ART, AND OTHER ITEMS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE. THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED TO THE GREATEST EXTENT POSSIBLE WITHIN THE SOCIETY'S RESOURCES. PART V, LINE 4: THE TRUSTEES MANAGE THE ENDOWMENT IN A MANNER THAT, OVER THE LONG-TERM, WILL ENSURE THAT THE ENDOWMENT ASSETS WILL APPRECIATE SO THAT, AT A MINIMUM, THEY KEEP PACE WITH THE EFFECTS OF INFLATION WHILE ASSUMING A MODERATE LEVEL OF RISK. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE SOCIETY RELIES ON A TOTAL RETURN STRATEGY WHEREBY INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE SOCIETY TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN A REASONABLE RISK TOLERANCE. THE SOCIETY'S INVESTMENT POLICY IS EXPECTED TO ENHANCE THE REAL PURCHASING POWER OF THE ENDOWMENT WHILE MAINTAINING ITS ABILITY TO MEET CURRENT OBLIGATIONS. THE SOCIETY'S INTERMEDIATE TO LONG-TERM INVESTMENT OBJECTIVE IS TO MAINTAIN PURCHASING POWER SO THAT LEVELS OF SERVICES AND PROGRAMS ARE MAINTAINED IN RELATION TO AVERAGE COST INCREASES. THE SOCIETY'S SPENDING POLICY GUIDES ITS USE OF ENDOWMENT EARNINGS. THE SPENDING POLICY DETERMINES THE AMOUNT THAT CAN BE WITHDRAWN FROM THE ENDOWMENT TO SUPPORT THE SOCIETY'S OPERATIONS AND RESTRICTED PURPOSES. THE SPENDING POLICY IS REVIEWED ANNUALLY BY THE TRUSTEES IN CONSULTATION WITH THE FINANCE AND INVESTMENT COMMITTEES. IN CONSIDERATION OF ECONOMIC CONDITIONS, INSTITUTIONAL ENDOWMENT OBJECTIVES AND OPERATIONAL FUNDING NEEDS, THE SPENDING POLICY IS ADJUSTED BY THE TRUSTEES AS DETERMINED TO BE NECESSARY TO COMPLY WITH UPMIFA'S PRUDENCY REQUIREMENTS. PART X, LINE 2: THE SOCIETY EVALUATES ITS UNCERTAIN TAX POSITIONS USING GUIDANCE FOR CONTINGENCIES AS CONTAINED IN U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE SOCIETY WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WERE NOT PROVIDED FOR IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENT EXPENSES 15,386. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADDITIONAL SPECIAL EVENT EXPENSES 15,386. MOWC SPRING EVENT 15830 9100 6730 2975 DEV SPECIAL EVENT 25840 23170 2670 3516 1 29107 17103 12004 11103 70777 49373 21404 17594 17594 3810 28688 1994 1646 0 28688 1994 1646 3640 25048 RI 1 0 1 0 1.00000 ANNE CONWAY 15 NOTRE DAME AVENUE CUMBERLAND RI 02864 0 ANNE CONWAY THE GAMING MANAGER KEEPS THE BOOKS AND RECORDS OF ALL GAMING ACTIVITIES, AND IS IN CHARGE OF MANAGING ALL GAMING ACTIVITIES. X 0 X 0 0 0 0 0 0 0 0 0 C MORGAN GREFE PHD EXECUTIVE DIRECTOR 163027 0 5000 0 0 0 6472 0 5841 0 180340 0 0 0 X 12 0 PRICELESS X 0 PRICELESS X 158 0 PRICELESS X SPECIAL EVENT FOOD/OTHER 0 3118 FMV X RAFFLE EXPENSES 0 1994 FMV X OTHER IN-KIND DONATIONS 0 1981 FMV X OTHER MANUSCRIPTS 46 0 PRICELESS X OTHER MANUSCRIPTS - COLLECTIONS NOT ITEMIZED 25 0 PRICELESS 0 0 0 PART I, LINE 33: THE SOCIETY CONSIDERS COLLECTION ITEMS TO BE PRICELESS. ACCORDINGLY, CONTRIBUTIONS TO THE COLLECTION WERE NOT ASSIGNED VALUES. FORM 990, PART VI, SECTION A, LINE 6 PER THE SOCIETY'S BYLAWS - "THE SOCIETY SHALL BE COMPOSED OF SUCH CATEGORIES OF MEMBERSHIP AS THE BOARD OF THE SOCIETY SHALL FROM TIME TO TIME DESIGNATE, WITH SUCH PRIVILEGES AS IT MAY DETERMINE AND UNDER SUCH RULES AND REGULATIONS, INCLUDING PROCEDURES FOR ADMISSION TO MEMBERSHIP AND AMOUNT AND TIME OF PAYMENT OF DUES, AS IT SHALL FROM TIME TO TIME ADOPT; EXCEPT THAT THE BOARD OF THE SOCIETY MAY NOT DIMINISH THE RIGHT OF EACH MEMBERSHIP IN GOOD STANDING, REGARDLESS OF CATEGORY, TO BE REPRESENTED BY ONE VOTE IN THE SOCIETY'S AFFAIRS AS PROVIDED HEREINAFTER." FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER IS REPRESENTED BY ONE VOTE FOR THE ELECTION OF MEMBERS OF THE BOARD AT THE ANNUAL MEETING, IN PRACTICE, THE MEMBERS ALSO VOTE ANNUALLY ON A SLATE OF OFFICERS OF THE BOARD. TRUSTEES SERVING AS OFFICERS SHALL BE ELECTED FOR ONE- YEAR TERMS,AND MUST ALSO BE MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DEPUTY EXECUTIVE DIRECTOR FOR FINANCE AND ADMINISTRATION, AND THEN BY THE EXECUTIVE DIRECTOR, TREASURER, AND AUDIT CHAIR. IT IS THEN REFERRED TO THE AUDIT COMMITTEE FOR APPROVAL. THE AUDIT COMMITTEE THEN DISCUSSES WITH THE BOARD OF TRUSTEES. THE TRUSTEES ARE PROVIDED WITH A COPY OF THE FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C A BOARD MEMBER SHALL PROMPTLY DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRIOR TO ANY CONSIDERATION OF ANY MATTER IN WHICH A POTENTIAL CONFLICT OF INTEREST EXISTS. IF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER SHALL ABSTAIN FROM DISCUSSING OR VOTING ON THE MATTER. EACH YEAR THE TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION AND INFORMS THE BOARD OF TRUSTEES. ALL OTHER SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR, IN CONSULTATION WITH APPROPRIATE SENIOR STAFF AND BENCHMARKING, AND ARE PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL AS A COMPLETE SALARY LINE, NOT AS INDIVIDUAL SALARIES, WHICH IS CONSIDERED A MANAGEMENT DUTY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE KEPT SECURELY IN THE BUSINESS OFFICE AND COPIES CAN BE REQUESTED FOR PUBLIC INSPECTION. THE DOCUMENTS ARE ALSO AVAILABLE ON GUIDESTAR VIA A LINK ON THE SOCIETY'S WEBSITE. FORM 990, PART IX, LINE 11G CONSULTANTS AND OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 166,679. MANAGEMENT AND GENERAL EXPENSES 997. FUNDRAISING EXPENSES 49,019. TOTAL EXPENSES 216,695. FORM 990, PART IX, LINE 24E PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 24,745. FUNDRAISING EXPENSES 4,457. TOTAL EXPENSES 29,202. TELEPHONE: PROGRAM SERVICE EXPENSES 11,312. MANAGEMENT AND GENERAL EXPENSES 5,650. FUNDRAISING EXPENSES 1,194. TOTAL EXPENSES 18,156. EXHIBITS: PROGRAM SERVICE EXPENSES 17,004. TOTAL EXPENSES 17,004. SUPPLIES: PROGRAM SERVICE EXPENSES 10,845. MANAGEMENT AND GENERAL EXPENSES 2,657. FUNDRAISING EXPENSES 1,819. TOTAL EXPENSES 15,321. PURCHASE OF COLLECTIONS: PROGRAM SERVICE EXPENSES 15,203. TOTAL EXPENSES 15,203. PROFESSIONAL MEMBERSHIP: PROGRAM SERVICE EXPENSES 1,683. MANAGEMENT AND GENERAL EXPENSES 5,402. FUNDRAISING EXPENSES 2,397. TOTAL EXPENSES 9,482. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 4,436. MANAGEMENT AND GENERAL EXPENSES 2,693. TOTAL EXPENSES 7,129. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 3,546. MANAGEMENT AND GENERAL EXPENSES 604. FUNDRAISING EXPENSES 1,789. TOTAL EXPENSES 5,939. SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 5,021. MANAGEMENT AND GENERAL EXPENSES 99. FUNDRAISING EXPENSES 457. TOTAL EXPENSES 5,577. BUILDING SUPPLIES: PROGRAM SERVICE EXPENSES 3,029. MANAGEMENT AND GENERAL EXPENSES 1,892. TOTAL EXPENSES 4,921. STIPENDS: PROGRAM SERVICE EXPENSES 4,650. TOTAL EXPENSES 4,650.