2025-05-14T13:25:26-05:00 2024-06-30 050392605 MULLEN SCORPIO & CERILLI 67 CEDAR STREET PROVIDENCE RI 02903 990 2023-07-01 050259110 THE RHODE ISLAND HISTORICAL SOCIETY RHOD 4013318575 110 BENEVOLENT STREET PROVIDENCE RI 02906 CHRISTIANA MORGAN GREFE EXECUTIVE DIRECTOR 4013318575 2025-05-14 1 0 ANTHONY W SCORPIO P01360145 4017513860 2025-05-14 2023 2025-03-06 01:10:19Z CHRISTIANA MORGAN GREFE 110 BENEVOLENT STREET PROVIDENCE RI 02906 7171113 0 X WWW.RIHS.ORG X 1822 RI THE RHODE ISLAND HISTORICAL SOCIETY, THROUGH ITS COLLECTIONS, MUSEUMS, AND EDUCATIONAL INITIATIVES, WELCOMES EVERYONE TO ENGAGE WITH RHODE ISLAND'S COMPLEX AND SIGNIFICANT PAST. 20 20 50 115 11378 0 2803086 1457779 104001 64406 1156567 1373273 68828 186439 4132482 3081897 0 0 0 0 1969028 2068252 0 0 297706 1160824 1359244 3129852 3427496 1002630 -345599 28363866 29559575 238093 199171 28125773 29360404 X THE RHODE ISLAND HISTORICAL SOCIETY, THROUGH ITS COLLECTIONS, MUSEUMS, AND EDUCATIONAL INITIATIVES, WELCOMES EVERYONE TO ENGAGE WITH RHODE ISLAND'S COMPLEX AND SIGNIFICANT PAST. 0 0 713685 9320 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. 864263 169094 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. 791692 29695 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. 2369640 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 1 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 34 0 1 50 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X X CHARMYNE GOODFELLOW 4013318575 110 BENEVOLENT STREET PROVIDENCE RI 02906 ALLETTA MORRIS COOPER TRUSTEE 0.50 X 0 0 0 MICHAEL L BAKER JR CPA TRUSTEE 0.50 X 0 0 0 MARK F HARRIMAN TREASURER 0.50 X X 0 0 0 FRANK MAURAN IV TRUSTEE 0.50 X 0 0 0 CHARLOTTE CARRINGTON-FARMER PHD TRUSTEE (AS OF 11/2023) 0.50 X 0 0 0 MICHAEL GERHARDT TRUSTEE 0.50 X 0 0 0 PAUL A CROCE SCD TRUSTEE 0.50 X 0 0 0 MEAGHAN E KELLY ESQ TRUSTEE (AS OF 11/2023) 0.50 X 0 0 0 PETER J MINIATI CFP JD SECRETARY 0.50 X X 0 0 0 ERIN STEVENSON EX-OFFICIO 0.50 X 0 0 0 SCOTT MACKAY TRUSTEE (UNTIL 12/2023) 0.50 X 0 0 0 MAUREEN MOAKLEY PHD TRUSTEE (UNTIL 6/2024) 0.50 X 0 0 0 MARCUS P NEVIUS PHD TRUSTEE (UNTIL 11/2023) 0.50 X 0 0 0 ROBERTA E GOSSELIN CHAIR (AS OF 11/2023) 0.50 X X 0 0 0 LUTHER W SPOEHR PHD VICE CHAIR (ENDING 11/2023) 0.50 X X 0 0 0 STANLEY WEISS TRUSTEE 0.50 X 0 0 0 PAUL R WILLIAMS TRUSTEE (AS OF 11/2023) 0.50 X 0 0 0 WINIFRED E BROWNELL PHD VICE CHAIR (AS OF 11/2023) 0.50 X X 0 0 0 LORI J LOUSARARIAN ESQ TRUSTEE (AS OF 11/2023) 0.50 X 0 0 0 JEANNETTE E RILEY PHD TRUSTEE 0.50 X 0 0 0 ALICIA J SAMOLIS JD TRUSTEE 0.50 X 0 0 0 ROBERT H SLOAN JR CHAIR (ENDING 11/2023) 0.50 X X 0 0 0 THEODORE W SMALLETZ TRUSTEE 0.50 X 0 0 0 LANE TALBOT SPARKMAN TRUSTEE (AS OF 11/2023) 0.50 X 0 0 0 C MORGAN GREFE PHD EXECUTIVE DIRECTOR 37.50 X 170149 0 12979 CHARMYNE GOODFELLOW DEPUTY EXECUTIVE DIRECTOR OF FINANCE AND ADMIN. 37.50 X 100868 0 17477 271017 0 30456 2 0 1 0 MICHAEL S COFFIN LLC 85 MAIN STREET HOPKINTON MA 01748 GENERAL CONTRACTOR 304453 1 61832 87897 192333 1115717 10957 1457779 ADMISSIONS INCOME 900099 56097 56097 PROGRAM REVENUE 900099 6475 6475 PUBLICATION SALES 459210 1834 1834 64406 584911 584911 8960 8960 22306 0 22306 22306 22306 4840565 4051982 221 788583 -221 788362 788362 24685 87897 33244 -8559 -8559 12420 3769 8651 8651 11378 0 11378 11378 ADMINISTRATIVE FEES 900099 143703 143703 143703 3081897 208109 11378 1404631 205257 82103 102628 20526 1489104 1028071 276344 184689 38699 23510 10693 4496 197907 148199 37150 12558 137285 89778 30232 17275 1161 1161 24000 24000 119218 119218 192406 174610 13463 4333 2219 719 1500 84989 64991 19998 12241 6713 4407 1121 270612 241484 29128 71101 59158 11178 765 MISCELLANEOUS 265584 259075 5552 957 REPAIRS AND MAINTENANCE 103603 57402 40485 5716 AUTOMATION 56630 29738 12553 14339 PROGRAM EXPENSES 37521 26655 400 10466 117959 77434 21560 18965 3427496 2369640 760150 297706 1091518 738293 6168 6273 485179 469207 18676 19094 11605 14855 14402 13651 7164866 4650732 2671549 2514134 22744807 24384801 1319962 1399267 28363866 29559575 215622 188893 22471 10278 238093 199171 X 10595430 10863628 17530343 18496776 28125773 29360404 28363866 29559575 -345599 1580230 0 X 0 1 X 1 0 X 749599 1571594 1397604 2803088 1450322 7972207 749599 1571594 1397604 2803088 1450322 7972207 2502683 5469524 509222 447209 880664 727766 616177 3181038 3112 4239 7351 11160596 563985 0.49010 0.49130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 22428319 57017 2588898 1085021 23989213 21246147 19017 2321736 1158581 22428319 25555424 7017 -3126829 1189465 21246147 20325274 17017 6454629 1241496 25555424 21124755 9017 444787 1253285 20325274 0.28000 0.63000 0.09000 1 0 570322 570322 2547407 1718340 829067 3391503 2413307 978196 655634 519085 136549 2514134 X 4566855 1580230 23946 1604176 2962679 119218 119218 3081897 3332224 23946 23946 3308278 119218 119218 3427496 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. N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 2: GRANT FUNDS WERE RECEIVED FROM THE FOLLOWING ENTITIES: $3,000 FROM QUEBEC GOVERNMENT $300 FROM CANADIAN GOVERNMENT MOWC SPRING EVENT 16741 12500 4241 4550 DEV SPECIAL EVENT 52852 44150 8702 18659 2 42989 31247 11742 10035 112582 87897 24685 33244 33244 -8559 12420 2357 1412 0 12420 2357 1412 3769 8651 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 170149 0 0 0 0 0 7045 0 5934 0 183128 0 0 0 X PRICELESS X 1372 PRICELESS X SPECIAL EVENT FOOD/OTHER 0 5100 FMV X OTHER IN-KIND DONATIONS 0 3500 FMV X RAFFLE PRIZES 0 2357 FMV X OTHER MANUSCRIPTS 496 0 PRICELESS 0 0 0 PART I, LINE 33: 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. 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.