SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES INC (EIN 04-2104937)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-14
- IRS object ID
- 202220459349301892
- Schema version
- 2020v4.2
- 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 I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-14T14:10:53-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043037870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLUS LYNCH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SHREWSBURY STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR THE PRESERVATION | BusinessNameLine1Txt |
| Business Name Line2 | OF NEW ENGLAND ANTIQUITIES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 6179945900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CAMBRIDGE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021142702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIN CIPOLLA | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6172273957 | PhoneNum |
| Signature | 2022-02-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VIN | PersonFirstNm |
| Person Last | CIPOLLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA E KING | PreparerPersonNm |
| PTIN | P00005629 | PTIN |
| Phone | 5087557107 | PhoneNum |
| Preparation | 2022-02-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC NEW ENGLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VIN CIPOLLA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CAMBRIDGE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021142702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $107,881,449 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HISTORICNEWENGLAND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1910 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | WE SAVE AND SHARE NEW ENGLAND'S PAST TO ENGAGE AND INFORM PRESENT AND FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 255 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | -$401,192 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,914,284 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,251,262 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $717,676 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $257,353 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,312,386 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,744,843 | CYInvestmentIncomeAmt |
| PY Other Revenue | $606,823 | PYOtherRevenueAmt |
| CY Other Revenue | $26,045 | CYOtherRevenueAmt |
| PY Total Revenue | $10,551,169 | PYTotalRevenueAmt |
| CY Total Revenue | $22,279,503 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $104,616 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $90,993 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,104,510 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,663,174 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $706,161 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,025,394 | PYOtherExpensesAmt |
| CY Other Expenses | $4,448,451 | CYOtherExpensesAmt |
| PY Total Expenses | $12,234,520 | PYTotalExpensesAmt |
| CY Total Expenses | $11,202,618 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,683,351 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,076,885 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $120,939,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,963,761 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,108,432 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,648,133 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $117,831,094 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $149,315,628 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE SAVE AND SHARE NEW ENGLAND'S PAST TO ENGAGE AND INFORM PRESENT AND FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,923,737 | ExpenseAmt |
| Grant | $90,993 | GrantAmt |
| Revenue | $534,675 | RevenueAmt |
| Desc | MUSEUMS - THE 39 HISTORIC PROPERTIES OWNED AND RUN BY HISTORIC NEW ENGLAND HAVE BEEN VISITED BY OVER 105,080 INDIVIDUALS. THE PROGRAMS INCLUDE EDUCATION, PUBLIC OUTREACH, AND CURATORIAL CARE FOR OVER 123,000 OBJECTS AND 1,500,000 DOCUMENTS AND PHOTOGRAPHS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,680,499 | ExpenseAmt |
| Desc | CONSERVATION AND PRESERVATION- HISTORIC NEW ENGLAND PROVIDES PROPERTY CARE AND MANAGEMENT SERVICES FOR ALL OF THE ORGANIZATIONS HISTORIC PROPERTIES AND LANDSCAPES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $220,798 | ExpenseAmt |
| Revenue | $140,939 | RevenueAmt |
| Desc | EASEMENT PRESERVATION- HISTORIC NEW ENGLAND ADMINISTERS 116 EASEMENTS THAT PROTECT HISTORIC BUILDINGS THROUGHOUT NEW ENGLAND. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,825,034 | 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 | Yes (1) | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 61 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 255 | 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 | 21 | 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 | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| 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 | SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179945962 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 ESSEX STREET | AddressLine1Txt |
| City | HAVERHILL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 018325564 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| VIN CIPOLLA | ||||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | Yes (X) | $195,662 | $0 | $8,753 | ||
| DIANE L VIERA | ||||||||
| EXECUTIVE VP & COO | 40.00 | $202,366 | $0 | $22,965 | Yes (X) | |||
| JENNIFER KENT | ||||||||
| VP FOR ADVANCEMENT | 40.00 | $163,638 | $0 | $13,305 | Yes (X) | |||
| WENDY E GUS | ||||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $117,736 | $0 | $23,704 | |||
| DAVID DWIGGINS | ||||||||
| IT OFFICER | 40.00 | $113,841 | $0 | $4,386 | Yes (X) | |||
| PETER GITTLEMAN | ||||||||
| TEAM LEADER FOR VISITOR EXPERIENCES | 40.00 | $100,745 | $0 | $9,295 | Yes (X) | |||
| CARL R NOLD | ||||||||
| FORMER PRESIDENT/CEO | 2.00 | Yes (X) | $536,726 | $0 | $9,686 | |||
| JACOB D ALBERT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD C ALBRIGHT JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH L ALLINSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID L FEIGENBAUM | ||||||||
| VICE-CHAIR & CLERK | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEORGE F FISKEJR | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ERIC P HAYES | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES F HUNNEWELL JR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SIDNEY KENYON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY D LOMBARDI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID A MARTLAND | ||||||||
| CHAIR OF THE BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANDRA OURUSOFF MASSEY | ||||||||
| EX-OFFICIO/CHAIR BOARD OVE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH H OWENS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RANDY J PARKER | ||||||||
| THIRD VICE-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JULIE A PORTER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTIN L SERVISON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SYLVIA Q SIMMONS | ||||||||
| SECOND VICE-CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANGIE SIMONDS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY B TOOKE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN H WHITE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN W WONG | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,430,714 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $92,094 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MJ MAWN INC | |||||
| 595 WASHINGTON STREET | EAST WALPOLE | MA | 02032 | CONSTRUCTION SERVICES | $196,020 |
| ICORPS TECHNOLOGIES INC | |||||
| 300 TRADECENTER SUITE 6540 | WOBURN | MA | 01801 | IT CONSULTING | $105,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $314,542 | MembershipDuesAmt |
| Government Grants | $1,980,498 | GovernmentGrantsAmt |
| All Other Contributions | $3,956,222 | AllOtherContributionsAmt |
| Noncash Contributions | $304,417 | NoncashContributionsAmt |
| Total Contributions | $6,251,262 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMISSIONS | Desc |
| Business | 713990 | BusinessCd |
| Total Revenue Column | $257,353 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $257,353 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $257,353 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $994,435 | TotalRevenueColumnAmt |
| Exclusion | $994,435 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,976 | TotalRevenueColumnAmt |
| Exclusion | $8,976 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $667,458 | RealAmt |
| Personal | $69,035 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $198,656 | RealAmt |
| Personal | $335,359 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $468,802 | RealAmt |
| Personal | -$266,324 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,478 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $377,437 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$174,959 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $99,380,041 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $84,629,633 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,750,408 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,750,408 | TotalRevenueColumnAmt |
| Exclusion | $14,750,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $240,497 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $438,298 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$197,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,432 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$226,233 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 713990 | BusinessCd |
| Total Revenue Column | $12,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,392 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,392 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,279,503 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $675,614 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$401,192 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,753,819 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,993 | TotalAmt |
| Program Services | $90,993 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,402 | TotalAmt |
| Program Services | $149,093 | ProgramServicesAmt |
| Management And General | $297,184 | ManagementAndGeneralAmt |
| Fundraising | $233,125 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,761,511 | TotalAmt |
| Program Services | $3,870,671 | ProgramServicesAmt |
| Management And General | $576,519 | ManagementAndGeneralAmt |
| Fundraising | $314,321 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,358 | TotalAmt |
| Program Services | $103,308 | ProgramServicesAmt |
| Management And General | $45,729 | ManagementAndGeneralAmt |
| Fundraising | $16,321 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,890 | TotalAmt |
| Program Services | $485,985 | ProgramServicesAmt |
| Management And General | $123,003 | ManagementAndGeneralAmt |
| Fundraising | $67,902 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380,013 | TotalAmt |
| Program Services | $282,562 | ProgramServicesAmt |
| Management And General | $60,248 | ManagementAndGeneralAmt |
| Fundraising | $37,203 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,558 | TotalAmt |
| Program Services | $65,153 | ProgramServicesAmt |
| Management And General | $405 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,950 | TotalAmt |
| Management And General | $52,950 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,410 | TotalAmt |
| Program Services | $416,328 | ProgramServicesAmt |
| Management And General | $104,082 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,903 | TotalAmt |
| Management And General | $47,903 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,449 | TotalAmt |
| Program Services | $72,912 | ProgramServicesAmt |
| Management And General | $42,537 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,433 | TotalAmt |
| Program Services | $305,013 | ProgramServicesAmt |
| Management And General | $97,573 | ManagementAndGeneralAmt |
| Fundraising | $12,847 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $378,229 | TotalAmt |
| Program Services | $330,858 | ProgramServicesAmt |
| Management And General | $39,351 | ManagementAndGeneralAmt |
| Fundraising | $8,020 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,719 | TotalAmt |
| Program Services | $478,843 | ProgramServicesAmt |
| Management And General | $35,876 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,224 | TotalAmt |
| Program Services | $60,921 | ProgramServicesAmt |
| Management And General | $7,269 | ManagementAndGeneralAmt |
| Fundraising | $34 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,082 | TotalAmt |
| Program Services | $2,427 | ProgramServicesAmt |
| Management And General | $645 | ManagementAndGeneralAmt |
| Fundraising | $2,010 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,716 | TotalAmt |
| Program Services | $52,716 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,102 | TotalAmt |
| Program Services | $567,970 | ProgramServicesAmt |
| Management And General | $40,033 | ManagementAndGeneralAmt |
| Fundraising | $4,099 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,747 | TotalAmt |
| Program Services | $141,468 | ProgramServicesAmt |
| Management And General | $11,279 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FACILITY IMPROVEMENTS & | $991,749 | $988,772 | $2,977 | |
| GROUNDS IMPROVEMENT & M | $475,452 | $474,625 | $827 | |
| COLLECTIONS & EXHIBITIO | $167,491 | $157,877 | $9,614 | |
| PROGRAM AND EVENT EXPEN | $132,332 | $113,514 | $8,539 | $10,279 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$320,095 | TotalAmt |
| Program Services | -$386,975 | ProgramServicesAmt |
| Management And General | $66,880 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,202,618 | TotalAmt |
| Program Services | $8,825,034 | ProgramServicesAmt |
| Management And General | $1,671,423 | ManagementAndGeneralAmt |
| Fundraising | $706,161 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,701 | BOYAmt |
| EOY | $3,397,390 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,217 | BOYAmt |
| EOY | $176,879 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,179 | BOYAmt |
| EOY | $2,552 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,238 | BOYAmt |
| EOY | $191,150 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,531 | BOYAmt |
| EOY | $405,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,575,058 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,512,348 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,623,145 | BOYAmt |
| EOY | $8,062,710 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,742,780 | BOYAmt |
| EOY | $130,078,915 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,673,834 | BOYAmt |
| EOY | $11,677,344 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $609,901 | BOYAmt |
| EOY | $971,769 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,939,526 | BOYAmt |
| EOY | $154,963,761 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,810,942 | BOYAmt |
| EOY | $2,298,231 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $952,594 | BOYAmt |
| EOY | $1,567,699 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,275,837 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $344,896 | BOYAmt |
| EOY | $506,366 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,108,432 | BOYAmt |
| EOY | $5,648,133 | 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 | $23,045,580 | BOYAmt |
| EOY | $28,257,349 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,785,514 | BOYAmt |
| EOY | $121,058,279 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,831,094 | BOYAmt |
| EOY | $149,315,628 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,939,526 | BOYAmt |
| EOY | $154,963,761 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,076,885 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,404,139 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,003,510 | 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) |
|---|---|---|
| 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 | $7,918,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,859,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,879,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,914,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,254,004 | CurrentTaxYearAmt |
| Total | $31,826,653 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,918,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,859,756 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,879,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,914,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,254,004 | CurrentTaxYearAmt |
| Total | $31,826,653 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,518,764 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,307,889 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,166,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,020,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,086,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,063,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,739,904 | CurrentTaxYearAmt |
| Total | $13,076,665 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,731 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,674 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,392 | CurrentTaxYearAmt |
| Total | $84,925 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,988,243 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,396,315 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57880 | 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) |
|---|---|---|
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 116 | TotalEasementsCnt |
| Total Acreage | 939.00 | TotalAcreageCnt |
| Historic Structure Easements | 114 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 43 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 1 | ModifiedEasementsCnt |
| States Easements Held | 5 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 5532.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $220,798 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
| 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 |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,612,745 | BeginningYearBalanceAmt |
| Contributions | $800,621 | ContributionsAmt |
| Investment Earnings Or Losses | $25,809,829 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,540,754 | OtherExpendituresAmt |
| End Year Balance | $103,220,697 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,905,283 | BeginningYearBalanceAmt |
| Contributions | $991,138 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,959,370 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,324,306 | OtherExpendituresAmt |
| End Year Balance | $82,612,745 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,827,236 | BeginningYearBalanceAmt |
| Contributions | $1,093,230 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,066,779 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,948,404 | OtherExpendituresAmt |
| End Year Balance | $101,905,283 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,090,608 | BeginningYearBalanceAmt |
| Contributions | $6,477,713 | ContributionsAmt |
| Investment Earnings Or Losses | $10,815,489 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,556,574 | OtherExpendituresAmt |
| End Year Balance | $106,827,236 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,697,044 | BeginningYearBalanceAmt |
| Contributions | $5,219,414 | ContributionsAmt |
| Investment Earnings Or Losses | $8,403,869 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,229,719 | OtherExpendituresAmt |
| End Year Balance | $94,090,608 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.79430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $610,687 | OtherCostOrOtherBasisAmt |
| Book Value | $610,687 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,590,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,251,202 | DepreciationAmt |
| Book Value | $2,339,233 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,371,001 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,907,562 | DepreciationAmt |
| Book Value | $2,463,439 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,920,539 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,537,821 | DepreciationAmt |
| Book Value | $382,718 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,082,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,815,763 | DepreciationAmt |
| Book Value | $2,266,633 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,062,710 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUSTS | Desc |
| Book Value | $11,677,344 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,677,344 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE DEPOSITS | Desc |
| Amt | $506,366 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $506,366 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $43,162,329 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,404,139 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,999,097 | OtherRevenueAmt |
| Revenue Not Reported | $21,403,236 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,759,093 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $520,410 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $520,410 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,279,503 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,677,795 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $995,587 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $995,587 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,682,208 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $520,410 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $520,410 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,202,618 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3: | IN 2020, ONE (1) PRESERVATION EASEMENT WAS AMENDED AND RESTATED, RESULTING IN AN EXPANDED SCOPE OF PROTECTED FEATURES AND STRENGTHENED ADMINISTRATIVE PROVISIONS: THE WESTOVER-BACON-POTTS HOUSE, SOUTH EGREMONT, MA. THE ORIGINAL EASEMENT DOCUMENT WAS NOT EXTINGUISHED. THE WESTOVER-BACON-POTTS HOUSE IS NATIONAL REGISTER DESIGNATED. |
| PART II, LINE 9: | REVENUE AND EXPENSES FOR THE EASEMENTS ARE NOT REFERENCED IN THE FOOTNOTES OF THE FINANCIAL STATEMENTS RATHER THEY ARE BOOKED IN A SEGREGATED BUDGET CENTER KNOWN AS PRESERVATION EASEMENT PROGRAM, THIS INCLUDES EASEMENT REVENUE, PAYROLL, BENEFITS, ADMINISTRATION, ETC. DONATIONS ARE DEPOSITED INTO THE ORGANIZATION'S ENDOWMENTS AND INVESTMENTS AND DRAWN IN COMPLIANCE WITH ITS ANNUAL DRAWDOWN POLICIES. THE ORGANIZATION DOES NOT ACCOUNT FOR EASEMENT PROPERTIES ON ITS BALANCE SHEET. |
| PART III, LINE 1A: | AS ALLOWED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AND FOLLOWING THE PRACTICES OF MANY LIBRARIES AND MUSEUMS, THE ORGANIZATION HAS NOT CAPITALIZED ITS COLLECTION OF ITEMS OF HISTORICAL NATURE AND OTHER RELATED OBJECTS PURCHASED OR DONATED. THE COLLECTION IS HELD FOR PUBLIC EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. THE ORGANIZATION CONTINUALLY REVIEWS ITS COLLECTION AND MAY DE-ACCESS OR ACQUIRE ADDITIONAL ITEMS. EXPENDITURES FOR ADDITIONAL COLLECTION ITEMS ARE PRESENTED AS A REDUCTION IN THE APPROPRIATE CLASS OF NET ASSETS. |
| PART III, LINE 4: | HISTORIC NEW ENGLAND IS A MUSEUM OF CULTURAL HISTORY WHICH COLLECTS AND PRESERVES BUILDINGS, LANDSCAPES, AND OBJECTS DATING FROM THE SEVENTEENTH CENTURY TO THE PRESENT AND USES THEM TO KEEP HISTORY ALIVE AND TO HELP PEOPLE DEVELOP A DEEPER UNDERSTANDING AND ENJOYMENT OF NEW ENGLAND LIFE AND APPRECIATION FOR ITS PRESERVATION. HISTORIC NEW ENGLAND'S COLLECTIONS COMPRISE THE LARGEST ASSEMBLAGE OF NEW ENGLAND ART AND ARTIFACTS IN THE COUNTRY, AN EXTRAORDINARY BROAD COLLECTION OF MORE THAN 123,000 OBJECTS AND 1.5 MILLION DOCUMENTS AND PHOTOGRAPHS THAT DOCUMENT NEW ENGLAND'S ARCHITECTURAL AND CULTURAL HISTORY. |
| PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT CONSISTS OF ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. ENDOWMENT FUNDS INCLUDE INVESTED GIFTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION CLASSIFIES AS DONOR RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS NON-EXPENDABLE NET ASSETS IS CLASSIFIED AS EXPENDABLE RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ORGANIZATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY STATE LAW. IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT, THE ORGANIZATION CAN CONSIDER THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: THE DURATION AND PRESERVATION OF THE FUND; THE PURPOSES OF THE ORGANIZATION AND THE DONOR-RESTRICTED ENDOWMENT FUND; GENERAL ECONOMIC CONDITIONS; THE POSSIBLE EFFECT OF INFLATION AND DEFLATION; THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; OTHER RESOURCES OF THE ORGANIZATION; AND THE INVESTMENT POLICIES OF THE ORGANIZATION. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS BOARD-DESIGNATED AND OTHER ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD, THE ORGANIZATION'S INVESTMENT COMMITTEE SHALL SEEK TO INVEST THE ENDOWMENT FUNDS IN SUCH A MANNER THAT THE INVESTMENTS WILL PROVIDE A SPENDABLE RETURN CONSISTENT WITH A LONG-TERM GOAL OF PRESERVING THE FUNDS IN REAL TERMS. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE ORGANIZATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE ORGANIZATION HAS INVESTED IN DEBT AND EQUITY SECURITIES THAT TARGET A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. THE ORGANIZATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5% (THE BOARD MAY APPROVE MORE OR LESS FROM TIME TO TIME) OF THE TWENTY-QUARTER AVERAGE FAIR MARKET VALUE OF THE ENDOWMENT CALCULATED AS OF DECEMBER 31 PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE ORGANIZATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE ORGANIZATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENT. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR IMPOSED RESTRICTIONS REQUIRE THE ORGANIZATION TO RETAIN AS A FUND OF PERPETUAL DURATION. FUNDS WITH ORIGINAL GIFT VALUES OF $3,157,922, FAIR VALUES OF $2,862,903, AND DEFICIENCIES OF $295,019 WERE REPORTED IN NET ASSETS WITH DONOR RESTRICTIONS AS OF MARCH 31, 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 438,298. RENTAL EXPENSE 534,016. UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 3,003,510. FUNDRAISING EXPENSES SPNEA CT 23,273. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 438,298. RENTAL EXPENSE 534,016. FUNDRAISING EXPENSES SPNEA CT 23,273. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $13,569,333 | RegionTotalExpendituresAmt |
| 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 | $13,569,333 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $13,569,333 | 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 III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPNEA CT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CAMBRIDGE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 454847030 | RecipientEIN |
| Cash Grant | $90,993 | CashGrantAmt |
| Purpose Of Grant | HISTORIC BUILDING PRESERVATION/EDUCATIONAL TOURS | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VIN CIPOLLA | ||||||||||||||
| PRESIDENT/CEO | $195,662 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,753 | $0 | $204,415 | $0 | $0 | $0 |
| DIANE L VIERA | ||||||||||||||
| EXECUTIVE VP & COO | $202,366 | $0 | $0 | $0 | $0 | $0 | $10,760 | $0 | $12,205 | $0 | $225,331 | $0 | $0 | $0 |
| JENNIFER KENT | ||||||||||||||
| VP FOR ADVANCEMENT | $163,638 | $0 | $0 | $0 | $0 | $0 | $7,489 | $0 | $5,816 | $0 | $176,943 | $0 | $0 | $0 |
| CARL R NOLD | ||||||||||||||
| FORMER PRESIDENT/CEO | $156,472 | $0 | $0 | $0 | $380,254 | $0 | $8,816 | $0 | $870 | $0 | $546,412 | $0 | $345,254 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS IRS CODES 457(B) AND 457(F)DEFERRED COMPENSATION PLANS PROVIDING BENEFITS TO THE PRESIDENT/CEO COMMENCING UPON RETIREMENT. THE ACCRUED DEFERRED COMPENSATION FOR THE CURRENT YEAR WAS $26,269 AND $0 RESPECTIVELY. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEFA BOND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 042104937 | BondIssuerEIN |
| CUSIP | 57586EL01 | CUSIPNum |
| Bond Issued | 2009-07-01 | BondIssuedDt |
| Issue Price | $1,855,000 | IssuePriceAmt |
| Purpose | REFINANCE EXISTING BOND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,125,000 | RetiredAmt |
| Total Proceeds | $1,855,000 | TotalProceedsAmt |
| In Reserve Fund | $18,550 | InReserveFundAmt |
| Issuance Costs From Proceeds | $27,318 | IssuanceCostsFromProceedsAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Concerning UBI | 0.40000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.40000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $304,417 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 48 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STMT SCH M,LINE 33 | 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M, LINE, 33: NO AMOUNT IS REPORTED IN REVENUE RELATED TO THE CONTRIBUTIONS OF ART AND HISTORICAL ARTIFACTS ON THE ORGANIZATION'S FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G OR SCHEDULE M, PART I BECAUSE THE ORGANIZATION DOES NOT CAPITALIZE ITS COLLECTION AS ALLOWED UNDER ASC 958-605. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE AUDIT AND 990 ARE PRESENTED TO THE PRESIDENT/ CEO IN ADDITION TO THE AUDIT COMMITTEE FOR REVIEW. ONCE SATISFIED THE 990 IS SUBMITTED TO THE FULL BOARD FOR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF DIRECTORS REVIEWS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY IN ORDER TO ENSURE THAT THE ORGANIZATION'S BOARD OF DIRECTORS, OFFICERS, AND EMPLOYEES ARE REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING IT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD APPROVES THE PRESIDENT/ CEO CONTRACT AT RENEWAL. DIRECTORS OFFICERS AND OTHER EMPLOYEES COMPENSATION IS APPROVED BY THE PRESIDENT. FURTHER HISTORIC NEW ENGLAND HAS ACCESS TO VARIOUS MARKET SURVEYS TO DETERMINE FMV OF EACH POSITIONS COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 1023 IS AVAILABLE UPON REQUEST. THE ORGANIZATION'S 990 AND 990-T ARE AVAILABLE UPON REQUEST AND ARE ALSO AVAILABLE ON THE WEBSITES OF OTHER ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAINS ON BENEFICIAL INTEREST IN PERPETUAL TRUST 3,003,510. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPNEA CT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CAMBRIDGE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454847030 | EIN |
| Primary Activities | HISTORIC BUILDING PRESERVATION/EDUCATIONAL TOURS | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | 0 | 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 | SPNEA CT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $90,993 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |