RHODE ISLAND HISTORICAL SOCIETY: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RHODE ISLAND HISTORICAL SOCIETY (EIN 05-0259110)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349306948
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T13:25:26-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050392605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MULLEN SCORPIO & CERILLI | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 67 CEDAR STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050259110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RHODE ISLAND HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RHOD | BusinessNameControlTxt |
| Phone | 4013318575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BENEVOLENT STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIANA MORGAN GREFE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4013318575 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY W SCORPIO | PreparerPersonNm |
| PTIN | P01360145 | PTIN |
| Phone | 4017513860 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTIANA MORGAN GREFE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BENEVOLENT STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,171,113 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RIHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1822 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | THE RHODE ISLAND HISTORICAL SOCIETY, THROUGH ITS COLLECTIONS, MUSEUMS, AND EDUCATIONAL INITIATIVES, WELCOMES EVERYONE TO ENGAGE WITH RHODE ISLAND'S COMPLEX AND SIGNIFICANT PAST. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 50 | TotalEmployeeCnt |
| Total Volunteers | 115 | TotalVolunteersCnt |
| Total Gross UBI | $11,378 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,803,086 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,457,779 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $104,001 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $64,406 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,156,567 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,373,273 | CYInvestmentIncomeAmt |
| PY Other Revenue | $68,828 | PYOtherRevenueAmt |
| CY Other Revenue | $186,439 | CYOtherRevenueAmt |
| PY Total Revenue | $4,132,482 | PYTotalRevenueAmt |
| CY Total Revenue | $3,081,897 | 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 | $1,969,028 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,068,252 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $297,706 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,160,824 | PYOtherExpensesAmt |
| CY Other Expenses | $1,359,244 | CYOtherExpensesAmt |
| PY Total Expenses | $3,129,852 | PYTotalExpensesAmt |
| CY Total Expenses | $3,427,496 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,002,630 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$345,599 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,363,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,559,575 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $238,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $199,171 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,125,773 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,360,404 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE RHODE ISLAND HISTORICAL SOCIETY, THROUGH ITS COLLECTIONS, MUSEUMS, AND EDUCATIONAL INITIATIVES, WELCOMES EVERYONE TO ENGAGE WITH RHODE ISLAND'S COMPLEX AND SIGNIFICANT PAST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $713,685 | ExpenseAmt |
| Revenue | $9,320 | RevenueAmt |
| Desc | 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, 1,000,000 PHOTOGRAPHS, AND 9 MILLION FEET OF MOVING IMAGE FILM. IN FY 2023, MUCH OF OUR WORK WAS FOCUSED ON INCREASING DIGITAL ACCESS TO MATERIALS RELATED TO THE APPROACHING 250TH ANNIVERSARY OF U.S. INDEPENDENCE. TO FURTHER THIS WORK, A DEDICATED WEBSITE HOLDING SCANS OF ALL OF OUR MANUSCRIPTS RELATED TO THE REVOLUTIONARY WAR ENTITLED "THE REVOLUTIONARY WAR IN RHODE ISLAND" WENT LIVE ON SEPTEMBER 1, 2022. A NEWLY DESIGNED, MORE USER-FRIENDLY INTERFACE FOR OUR ONLINE CATALOG (THE CABINET, FORMERLY NETOP) WENT LIVE ON DECEMBER 9, 2022. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $864,263 | ExpenseAmt |
| Revenue | $169,094 | RevenueAmt |
| Desc | 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. IN 2022, A GALLERY SPACE IN THE JBH WAS DEDICATED TO ANNUAL DISPLAYS RELATED TO THE "ROAD TO REVOLUTION," CULMINATING IN 2026 (THE 250TH OF THE DECLARATION OF INDEPENDENCE). THE FIRST DISPLAY WAS ON THE BURNING OF THE BRITISH CUSTOMS SHIP GASPEE, AND IN MAY 2023 THE HISTORY OF SUGAR AS A COMMODITY THAT ENGAGED RHODE ISLAND IN THE 18THC GLOBAL ECONOMY, INCLUDING THE SUGAR AND MOLASSES ACTS, WAS INSTALLED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $791,692 | ExpenseAmt |
| Revenue | $29,695 | RevenueAmt |
| Desc | 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. DURING FY 2024, THE MUSEUM TEAM FOCUSED ITS ATTENTION ON THE DEVELOPMENT, INSTALLATION, AND PROMOTION OF A NEW IMMERSIVE AND INTERACTIVE PRESENTATION, AND ON ITS CHANGING EXHIBIT PROGRAM. THE NEW IMMERSIVE PRESENTATION WAS ADDED TO OUR EXISTING FARMHOUSE EXHIBIT, BRINGING TO LIFE A FAMILY OF THE EARLY 20TH CENTURY FACED WITH THE DECISION TO LEAVE THEIR COUNTRY TO MOVE TO THE UNITED STATES.DURING THE COURSE OF THE FISCAL YEAR, THE MUSEUM ALSO PRESENTED SIX CHANGING EXHIBITS IN ITS GALLERY. MISHPAKHA (OPENED MAY 2023) CONTINUED TO BRING VISITORS FROM NEAR AND FAR TO DISCOVER THE JEWISH HISTORY OF WOONSOCKET AND TO ATTEND RELATED PROGRAMS. OTHER CHANGING EXHIBITS SHOWCASED THE ARTWORK OF LOCAL ARTISTS AND STUDENTS FROM THE NORTHERN RI ART GROUP AND THE BEACON CHARTER ART SCHOOL; A PHOTOGRAPHY EXHIBIT FROM PRECISION MEDICINE IN AUTISM DURING AUTISM AWARENESS MONTH; HOLLYWOOD COMES TO WOONSOCKET DURING FRANCOPHONIE MONTH; AND THE 100TH ANNIVERSARY OF MONT ST-CHARLES ACADEMY. SEVERAL PROGRAMS RELATED TO EACH CHANGING EXHIBIT WERE PRESENTED AND WELL ATTENDED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,369,640 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 50 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARMYNE GOODFELLOW | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4013318575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BENEVOLENT STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| ALLETTA MORRIS COOPER | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL L BAKER JR CPA | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARK F HARRIMAN | |||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FRANK MAURAN IV | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHARLOTTE CARRINGTON-FARMER PHD | |||||||
| TRUSTEE (AS OF 11/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL GERHARDT | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAUL A CROCE SCD | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MEAGHAN E KELLY ESQ | |||||||
| TRUSTEE (AS OF 11/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PETER J MINIATI CFP JD | |||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ERIN STEVENSON | |||||||
| EX-OFFICIO | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT MACKAY | |||||||
| TRUSTEE (UNTIL 12/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN MOAKLEY PHD | |||||||
| TRUSTEE (UNTIL 6/2024) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARCUS P NEVIUS PHD | |||||||
| TRUSTEE (UNTIL 11/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTA E GOSSELIN | |||||||
| CHAIR (AS OF 11/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LUTHER W SPOEHR PHD | |||||||
| VICE CHAIR (ENDING 11/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STANLEY WEISS | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PAUL R WILLIAMS | |||||||
| TRUSTEE (AS OF 11/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WINIFRED E BROWNELL PHD | |||||||
| VICE CHAIR (AS OF 11/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LORI J LOUSARARIAN ESQ | |||||||
| TRUSTEE (AS OF 11/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JEANNETTE E RILEY PHD | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ALICIA J SAMOLIS JD | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT H SLOAN JR | |||||||
| CHAIR (ENDING 11/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| THEODORE W SMALLETZ | |||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LANE TALBOT SPARKMAN | |||||||
| TRUSTEE (AS OF 11/2023) | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| C MORGAN GREFE PHD | |||||||
| EXECUTIVE DIRECTOR | 37.50 | $170,149 | $0 | $12,979 | Yes (X) | ||
| CHARMYNE GOODFELLOW | |||||||
| DEPUTY EXECUTIVE DIRECTOR OF FINANCE AND ADMIN. | 37.50 | $100,868 | $0 | $17,477 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $271,017 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,456 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL S COFFIN LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 85 MAIN STREET | AddressLine1Txt |
| City | HOPKINTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01748 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | GENERAL CONTRACTOR | ServicesDesc |
| Compensation | $304,453 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $61,832 | MembershipDuesAmt |
| Fundraising | $87,897 | FundraisingAmt |
| Government Grants | $192,333 | GovernmentGrantsAmt |
| All Other Contributions | $1,115,717 | AllOtherContributionsAmt |
| Noncash Contributions | $10,957 | NoncashContributionsAmt |
| Total Contributions | $1,457,779 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS INCOME | 900099 | $56,097 | $56,097 |
| PROGRAM REVENUE | 900099 | $6,475 | $6,475 |
| PUBLICATION SALES | 459210 | $1,834 | $1,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $64,406 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $584,911 | TotalRevenueColumnAmt |
| Exclusion | $584,911 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,960 | TotalRevenueColumnAmt |
| Exclusion | $8,960 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,306 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,306 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,306 | TotalRevenueColumnAmt |
| Exclusion | $22,306 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,840,565 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,051,982 | SecuritiesAmt |
| Other | $221 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $788,583 | SecuritiesAmt |
| Other | -$221 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $788,362 | TotalRevenueColumnAmt |
| Exclusion | $788,362 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,685 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $87,897 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,244 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,559 | TotalRevenueColumnAmt |
| Exclusion | -$8,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $12,420 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $3,769 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,651 | TotalRevenueColumnAmt |
| Exclusion | $8,651 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $11,378 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,378 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $11,378 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $143,703 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $143,703 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $143,703 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,081,897 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $208,109 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,378 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,404,631 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,257 | TotalAmt |
| Program Services | $82,103 | ProgramServicesAmt |
| Management And General | $102,628 | ManagementAndGeneralAmt |
| Fundraising | $20,526 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,489,104 | TotalAmt |
| Program Services | $1,028,071 | ProgramServicesAmt |
| Management And General | $276,344 | ManagementAndGeneralAmt |
| Fundraising | $184,689 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,699 | TotalAmt |
| Program Services | $23,510 | ProgramServicesAmt |
| Management And General | $10,693 | ManagementAndGeneralAmt |
| Fundraising | $4,496 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $197,907 | TotalAmt |
| Program Services | $148,199 | ProgramServicesAmt |
| Management And General | $37,150 | ManagementAndGeneralAmt |
| Fundraising | $12,558 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,285 | TotalAmt |
| Program Services | $89,778 | ProgramServicesAmt |
| Management And General | $30,232 | ManagementAndGeneralAmt |
| Fundraising | $17,275 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,161 | TotalAmt |
| Management And General | $1,161 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,000 | TotalAmt |
| Management And General | $24,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,218 | TotalAmt |
| Management And General | $119,218 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,406 | TotalAmt |
| Program Services | $174,610 | ProgramServicesAmt |
| Management And General | $13,463 | ManagementAndGeneralAmt |
| Fundraising | $4,333 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,219 | TotalAmt |
| Program Services | $719 | ProgramServicesAmt |
| Fundraising | $1,500 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,989 | TotalAmt |
| Program Services | $64,991 | ProgramServicesAmt |
| Management And General | $19,998 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,241 | TotalAmt |
| Program Services | $6,713 | ProgramServicesAmt |
| Management And General | $4,407 | ManagementAndGeneralAmt |
| Fundraising | $1,121 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,612 | TotalAmt |
| Program Services | $241,484 | ProgramServicesAmt |
| Management And General | $29,128 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,101 | TotalAmt |
| Program Services | $59,158 | ProgramServicesAmt |
| Management And General | $11,178 | ManagementAndGeneralAmt |
| Fundraising | $765 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $265,584 | $259,075 | $5,552 | $957 |
| REPAIRS AND MAINTENANCE | $103,603 | $57,402 | $40,485 | $5,716 |
| AUTOMATION | $56,630 | $29,738 | $12,553 | $14,339 |
| PROGRAM EXPENSES | $37,521 | $26,655 | $400 | $10,466 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,959 | TotalAmt |
| Program Services | $77,434 | ProgramServicesAmt |
| Management And General | $21,560 | ManagementAndGeneralAmt |
| Fundraising | $18,965 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,427,496 | TotalAmt |
| Program Services | $2,369,640 | ProgramServicesAmt |
| Management And General | $760,150 | ManagementAndGeneralAmt |
| Fundraising | $297,706 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,091,518 | BOYAmt |
| EOY | $738,293 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,168 | BOYAmt |
| EOY | $6,273 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,179 | BOYAmt |
| EOY | $469,207 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,676 | BOYAmt |
| EOY | $19,094 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,605 | BOYAmt |
| EOY | $14,855 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,402 | BOYAmt |
| EOY | $13,651 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,164,866 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,650,732 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,671,549 | BOYAmt |
| EOY | $2,514,134 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,744,807 | BOYAmt |
| EOY | $24,384,801 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,319,962 | BOYAmt |
| EOY | $1,399,267 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,363,866 | BOYAmt |
| EOY | $29,559,575 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,622 | BOYAmt |
| EOY | $188,893 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,471 | BOYAmt |
| EOY | $10,278 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,093 | BOYAmt |
| EOY | $199,171 | 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 | $10,595,430 | BOYAmt |
| EOY | $10,863,628 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,530,343 | BOYAmt |
| EOY | $18,496,776 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,125,773 | BOYAmt |
| EOY | $29,360,404 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,363,866 | BOYAmt |
| EOY | $29,559,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$345,599 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,580,230 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $749,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,571,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,397,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,803,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,450,322 | CurrentTaxYearAmt |
| Total | $7,972,207 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $749,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,571,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,397,604 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,803,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,450,322 | CurrentTaxYearAmt |
| Total | $7,972,207 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,502,683 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,469,524 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $509,222 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $447,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $880,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $727,766 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $616,177 | CurrentTaxYearAmt |
| Total | $3,181,038 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,112 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,239 | CurrentTaxYearMinus3YearsAmt |
| Total | $7,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,160,596 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $563,985 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49130 | 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
| 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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,428,319 | BeginningYearBalanceAmt |
| Contributions | $57,017 | ContributionsAmt |
| Investment Earnings Or Losses | $2,588,898 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,085,021 | OtherExpendituresAmt |
| End Year Balance | $23,989,213 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,246,147 | BeginningYearBalanceAmt |
| Contributions | $19,017 | ContributionsAmt |
| Investment Earnings Or Losses | $2,321,736 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,158,581 | OtherExpendituresAmt |
| End Year Balance | $22,428,319 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,555,424 | BeginningYearBalanceAmt |
| Contributions | $7,017 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,126,829 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,189,465 | OtherExpendituresAmt |
| End Year Balance | $21,246,147 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,325,274 | BeginningYearBalanceAmt |
| Contributions | $17,017 | ContributionsAmt |
| Investment Earnings Or Losses | $6,454,629 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,241,496 | OtherExpendituresAmt |
| End Year Balance | $25,555,424 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,124,755 | BeginningYearBalanceAmt |
| Contributions | $9,017 | ContributionsAmt |
| Investment Earnings Or Losses | $444,787 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,253,285 | OtherExpendituresAmt |
| End Year Balance | $20,325,274 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.28000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.63000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $570,322 | OtherCostOrOtherBasisAmt |
| Book Value | $570,322 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,547,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,718,340 | DepreciationAmt |
| Book Value | $829,067 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,391,503 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,413,307 | DepreciationAmt |
| Book Value | $978,196 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $655,634 | OtherCostOrOtherBasisAmt |
| Depreciation | $519,085 | DepreciationAmt |
| Book Value | $136,549 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,514,134 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,566,855 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,580,230 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $23,946 | OtherRevenueAmt |
| Revenue Not Reported | $1,604,176 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,962,679 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $119,218 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $119,218 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,081,897 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,332,224 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $23,946 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $23,946 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,308,278 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $119,218 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $119,218 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,427,496 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. IN LINE WITH THE BEST AND MOST ETHICAL PRACTICES, AND IN ACCORDANCE WITH BOTH THE AMERICAN ALLIANCE OF MUSEUMS AND THE AMERICAN ASSOCIATION OF STATE AND LOCAL HISTORY, THE SOCIETY DOES NOT CAPITALIZE ITS COLLECTIONS. HOWEVER, MANAGEMENT CONSIDERS THE VALUE OF THE COLLECTION ITEMS TO BE SO SIGNIFICANT AS TO BE PRICELESS. |
| 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: | SPECIAL EVENT EXPENSES 23,946. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 23,946. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | N/A | RegionTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS WERE RECEIVED FROM THE FOLLOWING ENTITIES: $3,000 FROM QUEBEC GOVERNMENT $300 FROM CANADIAN GOVERNMENT | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MOWC SPRING EVENT | Event1Nm |
| Gross Receipts Event1 | $16,741 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $12,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,241 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $4,550 | OtherDirectExpensesEvent1Amt |
| Event2 | DEV SPECIAL EVENT | Event2Nm |
| Gross Receipts Event2 | $52,852 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $44,150 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,702 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $18,659 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $42,989 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $31,247 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $11,742 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,035 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $112,582 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $87,897 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,685 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,244 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $33,244 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,559 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $12,420 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $2,357 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $1,412 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $12,420 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $2,357 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $1,412 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $3,769 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $8,651 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | RI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE CONWAY | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 NOTRE DAME AVENUE | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02864 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
Gaming Manager Business Name GamingManagerBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANNE CONWAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Manager Services Prov | THE GAMING MANAGER KEEPS THE BOOKS AND RECORDS OF ALL GAMING ACTIVITIES, AND IS IN CHARGE OF MANAGING ALL GAMING ACTIVITIES. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C MORGAN GREFE PHD | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $170,149 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,045 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $5,934 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $183,128 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Method Of Determining Revenues | PRICELESS | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1372 | ContributionCnt |
| Method Of Determining Revenues | PRICELESS | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SPECIAL EVENT FOOD/OTHER | 0 | $5,100 | FMV |
| Yes (X) | OTHER IN-KIND DONATIONS | 0 | $3,500 | FMV |
| Yes (X) | RAFFLE PRIZES | 0 | $2,357 | FMV |
| Yes (X) | OTHER MANUSCRIPTS | 496 | $0 | PRICELESS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | IN LINE WITH THE BEST AND MOST ETHICAL PRACTICES, AND IN ACCORDANCE WITH BOTH THE AMERICAN ALLIANCE OF MUSEUMS AND THE AMERICAN ASSOCIATION OF STATE AND LOCAL HISTORY, THE SOCIETY DOES NOT CAPITALIZE ITS COLLECTIONS. HOWEVER, MANAGEMENT CONSIDERS THE VALUE OF THE COLLECTION ITEMS TO BE SO SIGNIFICANT AS TO BE PRICELESS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 A, LINE 7B | ONLY MEMBERS CAN ELECT TRUSTEES OR VOTE TO CHANGE BYLAWS. |
| 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. |
Comments