RHODE ISLAND HISTORICAL SOCIETY: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RHODE ISLAND HISTORICAL SOCIETY (EIN 05-0259110)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-04-25
IRS object ID
202221159349300627
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-25T09:34:52-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050392605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MULLEN SCORPIO & CERILLIBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line167 CEDAR STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02903ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050259110EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RHODE ISLAND HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRHODBusinessNameControlTxt
Phone4013318575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 BENEVOLENT STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTIANA MORGAN GREFEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4013318575PhoneNum
Signature2022-04-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHRISTIANAPersonFirstNm
Person LastMORGAN GREFEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTHONY W SCORPIOPreparerPersonNm
PTINP01360145PTIN
Phone4017513860PhoneNum
Preparation2022-03-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTIANA MORGAN GREFEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 BENEVOLENT STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,017,416GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.RIHS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1822FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionTHE RHODE ISLAND HISTORICAL SOCIETY IS DEDICATED TO COLLECTING, PRESERVING, AND SHARING RHODE ISLAND'S HISTORY.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee42TotalEmployeeCnt
Total Volunteers35TotalVolunteersCnt
Total Gross UBI$3,281TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$845,724PYContributionsGrantsAmt
CY Contributions Grants$1,571,593CYContributionsGrantsAmt
PY Program Service Revenue$55,488PYProgramServiceRevenueAmt
CY Program Service Revenue$21,042CYProgramServiceRevenueAmt
PY Investment Income$830,525PYInvestmentIncomeAmt
CY Investment Income$1,943,250CYInvestmentIncomeAmt
PY Other Revenue$50,304PYOtherRevenueAmt
CY Other Revenue$93,628CYOtherRevenueAmt
PY Total Revenue$1,782,041PYTotalRevenueAmt
CY Total Revenue$3,629,513CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,694,240PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,608,360CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$210,961CYTotalFundraisingExpenseAmt
PY Other Expenses$840,576PYOtherExpensesAmt
CY Other Expenses$873,080CYOtherExpensesAmt
PY Total Expenses$2,534,816PYTotalExpensesAmt
CY Total Expenses$2,481,440CYTotalExpensesAmt
PY Revenues Less Expenses-$752,775PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,148,073CYRevenuesLessExpensesAmt
Total Assets BOY$24,651,841TotalAssetsBOYAmt
Total Assets EOY$30,696,643TotalAssetsEOYAmt
Total Liabilities BOY$445,708TotalLiabilitiesBOYAmt
Total Liabilities EOY$478,319TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$24,206,133NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$30,218,324NetAssetsOrFundBalancesEOYAmt
MissionTHE RHODE ISLAND HISTORICAL SOCIETY'S PRIMARY MISSION IS HONORING, INTERPRETING, AND SHARING RHODE ISLAND'S PAST TO ENRICH THE PRESENT AND INSPIRE THE FUTURE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$651,745ExpenseAmt
Revenue$31,600RevenueAmt
DescLIBRARY PROGRAM - THE RHODE ISLAND HISTORICAL SOCIETY'S ROBINSON RESEARCH CENTER HAS OVER 100,000 VOLUMES RELATING TO THE HISTORY OF ROHODE ISLAND AND SURROUNDING NEW ENGLAND. THIS RESEARCH CENTER ALSO HOLDS MORE THAN 1,000 MANUSCRIPTS, 20,000 ARCHITECTURAL DRAWINGS AND 9 MILLION FEET OF MOVING IMAGE FILMDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$699,468ExpenseAmt
Revenue$4,992RevenueAmt
DescMUSEUM 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$251,599ExpenseAmt
Revenue$17,159RevenueAmt
DescEDUCATION PROGRAM - THE GOFF CENTER FOR EDUCATION AND PUBLIC PROGRAMS, THE STAFF OF WHICH IS 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 DOCUMNET-BASED CURRICULUM DEVELOPMENT, UNIT PLANS, STUDENT TOURS, AND WRITTEN MATERIALS, INCLUDING THE FREELY AVAILABLE DIGITAL TEXTBOOK, ENCOMPASS. 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,602,812TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee42EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARMYNE GOODFELLOWBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4013318575PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 BENEVOLENT STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
STANLEY G WEISS
TRUSTEE0.50Yes (X)$0$0$0
MICHAEL L BAKER JR CPA
TRUSTEE0.50Yes (X)$0$0$0
ROBERT H SLOAN JR CLU CHFC
CHAIR0.50Yes (X)$0$0$0Yes (X)
TIMOTHY N BURDITT
TRUSTEE0.50Yes (X)$0$0$0
ANTHONY CALANDRELLI
VICE CHAIR0.50Yes (X)$0$0$0Yes (X)
MICHAEL T EADIE
TRUSTEE0.50Yes (X)$0$0$0
GEORGE M GOODWIN PHD
TRUSTEE0.50Yes (X)$0$0$0
JAMES WING
TRUSTEE0.50Yes (X)$0$0$0
LISA E MELTON
TRUSTEE0.50Yes (X)$0$0$0
PETER J MINIATI CFP JD
TREASURER0.50Yes (X)$0$0$0Yes (X)
ALEK A DYKEMAN
TRUSTEE0.50Yes (X)$0$0$0
MARY C SPEARE
TRUSTEE0.50Yes (X)$0$0$0
BARBARA J THORNTON AIA
TRUSTEE0.50Yes (X)$0$0$0
LANE TALBOT SPARKMAN
EX-OFFICIO0.50Yes (X)$0$0$0
SCOTT MACKAY
TRUSTEE0.50Yes (X)$0$0$0
MAUREEN MOAKLEY PHD
TRUSTEE0.50Yes (X)$0$0$0
MARCUS P NEVIUS PHD
TRUSTEE0.50Yes (X)$0$0$0
ROBERTA E GOSSELIN
TRUSTEE0.50Yes (X)$0$0$0
LUTHER W SPOEHR PHD
TRUSTEE0.50Yes (X)$0$0$0
PAUL A CROCE SCD
TRUSTEE0.50Yes (X)$0$0$0
WINIFRED E BROWNELL PHD
SECRETARY0.50Yes (X)$0$0$0Yes (X)
VANESSA WYNDER QUAINOO PHD
TRUSTEE0.50Yes (X)$0$0$0
ALICIA J SAMOLIS JD
TRUSTEE0.50Yes (X)$0$0$0
C MORGAN GREFE PHD
EXECUTIVE DIRECTOR37.50$140,246$0$11,981Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$140,246TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$11,981TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$63,753MembershipDuesAmt
Fundraising$44,486FundraisingAmt
Government Grants$509,142GovernmentGrantsAmt
All Other Contributions$954,212AllOtherContributionsAmt
Noncash Contributions$8,193NoncashContributionsAmt
Total Contributions$1,571,593TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMISSIONS INCOME900099$12,925$12,925
PROGRAM REVENUE900099$5,783$5,783
PUBLICATION SALES453220$2,334$2,334
FieldValueIRS element (for citing)
Total Program Service Revenue$21,042TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$411,885TotalRevenueColumnAmt
Exclusion$411,885ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,145TotalRevenueColumnAmt
Exclusion$25,145ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$10,179RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$10,179RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,179TotalRevenueColumnAmt
Exclusion$10,179ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,905,679SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,374,314SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,531,365SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,531,365TotalRevenueColumnAmt
Exclusion$1,531,365ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$11,310FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$44,486ContriRptFundraisingEventAmt
Fundraising Direct Expenses$10,323FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$987TotalRevenueColumnAmt
Exclusion$987ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$24,593GamingGrossIncomeAmt
Gaming Direct Expenses$3,266GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$21,327TotalRevenueColumnAmt
Exclusion$21,327ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$3,281GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,281TotalRevenueColumnAmt
Unrelated Business Revenue$3,281UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADMINISTRATIVE FEES900099$28,481$28,481
MISCELLANEOUS900099$4,228$4,228
FieldValueIRS element (for citing)
Other Revenue Total$32,709OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,629,513TotalRevenueColumnAmt
Related Or Exempt Func Income$53,751RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,281UnrelatedBusinessRevenueAmt
Exclusion$2,000,888ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$171,505TotalAmt
Program Services$68,602ProgramServicesAmt
Management And General$85,753ManagementAndGeneralAmt
Fundraising$17,150FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,125,633TotalAmt
Program Services$752,443ProgramServicesAmt
Management And General$237,322ManagementAndGeneralAmt
Fundraising$135,868FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$37,567TotalAmt
Program Services$28,676ProgramServicesAmt
Management And General$8,056ManagementAndGeneralAmt
Fundraising$835FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$174,530TotalAmt
Program Services$110,211ProgramServicesAmt
Management And General$49,001ManagementAndGeneralAmt
Fundraising$15,318FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$99,125TotalAmt
Program Services$63,749ProgramServicesAmt
Management And General$23,104ManagementAndGeneralAmt
Fundraising$12,272FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,500TotalAmt
Management And General$21,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$124,041TotalAmt
Management And General$124,041ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$54,320TotalAmt
Program Services$46,148ProgramServicesAmt
Management And General$3,213ManagementAndGeneralAmt
Fundraising$4,959FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,796TotalAmt
Program Services$1,695ProgramServicesAmt
Management And General$20ManagementAndGeneralAmt
Fundraising$81FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$91,722TotalAmt
Program Services$69,595ProgramServicesAmt
Management And General$22,127ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,885TotalAmt
Program Services$901ProgramServicesAmt
Management And General$827ManagementAndGeneralAmt
Fundraising$157FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$223,095TotalAmt
Program Services$194,955ProgramServicesAmt
Management And General$28,140ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$57,852TotalAmt
Program Services$47,967ProgramServicesAmt
Management And General$9,402ManagementAndGeneralAmt
Fundraising$483FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
REPAIRS AND MAINTENANCE$76,903$55,284$21,619$0
AUTOMATION$48,039$23,861$13,863$10,315
PURCHASE OF COLLECTIONS$31,921$31,921$0$0
PROGRAM EXPENSES$28,691$27,631$1,060$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$111,315TotalAmt
Program Services$79,173ProgramServicesAmt
Management And General$18,619ManagementAndGeneralAmt
Fundraising$13,523FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,481,440TotalAmt
Program Services$1,602,812ProgramServicesAmt
Management And General$667,667ManagementAndGeneralAmt
Fundraising$210,961FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$379,673BOYAmt
EOY$969,630EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$341,799BOYAmt
EOY$492,176EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$81,958BOYAmt
EOY$99,344EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$7,163BOYAmt
EOY$22,136EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$16,078BOYAmt
EOY$15,195EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,748BOYAmt
EOY$14,038EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,629,535LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,995,385LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,775,083BOYAmt
EOY$2,634,150EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$19,938,009BOYAmt
EOY$25,036,678EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,097,330BOYAmt
EOY$1,413,296EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$24,651,841BOYAmt
EOY$30,696,643EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$141,874BOYAmt
EOY$166,883EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$11,572BOYAmt
EOY$19,174EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$292,262BOYAmt
EOY$292,262EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$445,708BOYAmt
EOY$478,319EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,820,085BOYAmt
EOY$11,128,890EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,386,048BOYAmt
EOY$19,089,434EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,206,133BOYAmt
EOY$30,218,324EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$24,651,841BOYAmt
EOY$30,696,643EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,148,073ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,864,118NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$957,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$886,015CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$856,694CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$749,599CurrentTaxYearMinus1YearAmt
Current Tax Year$1,571,594CurrentTaxYearAmt
Total$5,021,743TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$957,841CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$886,015CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$856,694CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$749,599CurrentTaxYearMinus1YearAmt
Current Tax Year$1,571,594CurrentTaxYearAmt
Total$5,021,743TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,613,122SubstantialContributorsTotAmt
Public Support Total170$3,408,621PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$381,339CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$512,052CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$561,267CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$509,222CurrentTaxYearMinus1YearAmt
Current Tax Year$447,209CurrentTaxYearAmt
Total$2,411,089TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,746CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,571CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,240CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,112CurrentTaxYearMinus1YearAmt
Current Tax Year$4,239CurrentTaxYearAmt
Total$73,908TotalAmt
FieldValueIRS element (for citing)
Total Support$7,506,740TotalSupportAmt
Gross Receipts Rltd Activities$239,652GrossReceiptsRltdActivitiesAmt
Public Support CY1700.45410PublicSupportCY170Pct
Public Support PY1700.40830PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,325,274BeginningYearBalanceAmt
Contributions$17,017ContributionsAmt
Investment Earnings Or Losses$6,454,629InvestmentEarningsOrLossesAmt
Other Expenditures$1,241,496OtherExpendituresAmt
End Year Balance$25,555,424EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,124,755BeginningYearBalanceAmt
Contributions$9,017ContributionsAmt
Investment Earnings Or Losses$444,787InvestmentEarningsOrLossesAmt
Other Expenditures$1,253,285OtherExpendituresAmt
End Year Balance$20,325,274EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$21,439,559BeginningYearBalanceAmt
Contributions$7,095ContributionsAmt
Investment Earnings Or Losses$842,152InvestmentEarningsOrLossesAmt
Other Expenditures$1,164,051OtherExpendituresAmt
End Year Balance$21,124,755EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$20,907,952BeginningYearBalanceAmt
Contributions$10,017ContributionsAmt
Investment Earnings Or Losses$1,643,332InvestmentEarningsOrLossesAmt
Other Expenditures$1,121,742OtherExpendituresAmt
End Year Balance$21,439,559EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,171,196BeginningYearBalanceAmt
Contributions$4,884,473ContributionsAmt
Investment Earnings Or Losses$1,867,666InvestmentEarningsOrLossesAmt
Other Expenditures$1,015,383OtherExpendituresAmt
End Year Balance$20,907,952EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.28000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.13000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$636,822OtherCostOrOtherBasisAmt
Book Value$636,822BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,513,891OtherCostOrOtherBasisAmt
Depreciation$1,457,470DepreciationAmt
Book Value$1,056,421BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,899,355OtherCostOrOtherBasisAmt
Depreciation$2,106,639DepreciationAmt
Book Value$792,716BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$568,235OtherCostOrOtherBasisAmt
Depreciation$420,044DepreciationAmt
Book Value$148,191BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,232OtherCostOrOtherBasisAmt
Depreciation$11,232DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,634,150TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPPP LOAN PAYABLEDesc
Amt$292,262Amt
FieldValueIRS element (for citing)
Total Liability$292,262TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,382,979TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,864,118NetUnrealizedGainsInvstAmt
Other Revenue$13,389OtherRevenueAmt
Revenue Not Reported$4,877,507RevenueNotReportedAmt
Revenue Subtotal$3,505,472RevenueSubtotalAmt
Investment Expenses Not Incld$124,041InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$124,041RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,629,513TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,370,788TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$13,389OtherExpensesIncludedAmt
Expenses Not Reported$13,389ExpensesNotReportedAmt
Expenses Subtotal$2,357,399ExpensesSubtotalAmt
Investment Expenses Not Incld2$124,041InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$124,041ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,481,440TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:COLLECTION ITEMS INCLUDE FURNISHINGS, DOCUMENTS, PUBLICATIONS, PAINTINGS, ART, AND OTHER ITEMS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE. THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED TO THE GREATEST EXTENT POSSIBLE WITHIN THE SOCIETY'S RESOURCES. THE SOCIETY'S POLICY REQUIRES THAT THE PROCEEDS FROM THE SALES OF COLLECTION ITEMS BE USED SOLELY FOR ACQUISITIONS OF OTHER ITEMS FOR COLLECTION OR CARE OF COLLECTION ITEMS. DUE TO THE COST OF CAPITALIZING THE COLLECTION ITEMS AND MAINTAINING ONGOING VALUATION INFORMATION, THE SOCIETY HAS ELECTED NOT TO CAPITALIZE ITS COLLECTIONS. HOWEVER, MANAGEMENT CONSIDERS THE VALUE OF THE COLLECTION ITEMS TO BE SIGNIFICANT.
PART III, LINE 4:COLLECTION ITEMS INCLUDE FURNISHINGS, DOCUMENTS, PUBLICATIONS, PAINTINGS, ART, AND OTHER ITEMS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE. THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR AND PRESERVED TO THE GREATEST EXTENT POSSIBLE WITHIN THE SOCIETY'S RESOURCES.
PART V, LINE 4:THE TRUSTEES MANAGE THE ENDOWMENT IN A MANNER THAT, OVER THE LONG-TERM, WILL ENSURE THAT THE ENDOWMENT ASSETS WILL APPRECIATE SO THAT, AT A MINIMUM, THEY KEEP PACE WITH THE EFFECTS OF INFLATION WHILE ASSUMING A MODERATE LEVEL OF RISK. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE SOCIETY RELIES ON A TOTAL RETURN STRATEGY WHEREBY INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE SOCIETY TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN A REASONABLE RISK TOLERANCE. THE SOCIETY'S INVESTMENT POLICY IS EXPECTED TO ENHANCE THE REAL PURCHASING POWER OF THE ENDOWMENT WHILE MAINTAINING ITS ABILITY TO MEET CURRENT OBLIGATIONS. THE SOCIETY'S INTERMEDIATE TO LONG-TERM INVESTMENT OBJECTIVE IS TO MAINTAIN PURCHASING POWER SO THAT LEVELS OF SERVICES AND PROGRAMS ARE MAINTAINED IN RELATION TO AVERAGE COST INCREASES. THE SOCIETY'S SPENDING POLICY GUIDES ITS USE OF ENDOWMENT EARNINGS. THE SPENDING POLICY DETERMINES THE AMOUNT THAT CAN BE WITHDRAWN FROM THE ENDOWMENT TO SUPPORT THE SOCIETY'S OPERATIONS AND RESTRICTED PURPOSES. THE SPENDING POLICY IS REVIEWED ANNUALLY BY THE TRUSTEES IN CONSULTATION WITH THE FINANCE AND INVESTMENT COMMITTEES. IN CONSIDERATION OF ECONOMIC CONDITIONS, INSTITUTIONAL ENDOWMENT OBJECTIVES AND OPERATIONAL FUNDING NEEDS, THE SPENDING POLICY IS ADJUSTED BY THE TRUSTEES AS DETERMINED TO BE NECESSARY TO COMPLY WITH UPMIFA'S PRUDENCY REQUIREMENTS.
PART X, LINE 2:THE SOCIETY EVALUATES ITS UNCERTAIN TAX POSITIONS USING GUIDANCE FOR CONTINGENCIES AS CONTAINED IN U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THE SOCIETY WAS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS THAT WERE NOT PROVIDED FOR IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES 13,389.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES 13,389.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1MOWC SPRING EVENTEvent1Nm
Gross Receipts Event1$14,655GrossReceiptsEvent1Amt
Charitable Contri Event1$10,250CharitableContriEvent1Amt
Gross Revenue Event1$4,405GrossRevenueEvent1Amt
Food And Beverage Event1$600FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$4,691OtherDirectExpensesEvent1Amt
Event2SPRING FORWARD/FALL BACKEvent2Nm
Gross Receipts Event2$32,088GrossReceiptsEvent2Amt
Charitable Contri Event2$28,363CharitableContriEvent2Amt
Gross Revenue Event2$3,725GrossRevenueEvent2Amt
Other Direct Expenses Event2$3,601OtherDirectExpensesEvent2Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$9,053GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$5,873CharitableContriOtherEventsAmt
Gross Revenue Other Events$3,180GrossRevenueOtherEventsAmt
Oth Direct Expnss Other Events$1,431OthDirectExpnssOtherEventsAmt
Gross Receipts Total$55,796GrossReceiptsTotalAmt
Charitable Contributions Tot$44,486CharitableContributionsTotAmt
Gross Revenue Total Events$11,310GrossRevenueTotalEventsAmt
Food And Beverage Total Events$600FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$9,723OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,323DirectExpenseSummaryEventsAmt
Net Income Summary$987NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$24,593GrossRevenueOtherGamingAmt
Non Cash Prizes Other Gaming$1,693NonCashPrizesOtherGamingAmt
Oth Direct Expnss Other Gaming$1,573OthDirectExpnssOtherGamingAmt
Volunteer Labor Other Gaming0VolunteerLaborOtherGamingInd
Gross Revenue Total Gaming$24,593GrossRevenueTotalGamingAmt
Non Cash Prizes Total Gaming$1,693NonCashPrizesTotalGamingAmt
Oth Direct Expnss Total Gaming$1,573OthDirectExpnssTotalGamingAmt
Direct Expense Summary Gaming$3,266DirectExpenseSummaryGamingAmt
Net Gaming Income Summary$21,327NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedRIStatesWhereGamingConductedCd
LicensedYes (1)LicensedInd
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With NonmembersYes (1)GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Own Facility1.00000GamingOwnFacilityPct

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANNE CONWAYBusinessNameLine1Txt

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line115 NOTRE DAME AVENUEAddressLine1Txt
CityCUMBERLANDCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02864ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd

Gaming Manager Business Name GamingManagerBusinessName

FieldValueIRS element (for citing)
Business Name Line1ANNE CONWAYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Gaming Manager Services ProvTHE GAMING MANAGER KEEPS THE BOOKS AND RECORDS OF ALL GAMING ACTIVITIES, AND IS IN CHARGE OF MANAGING ALL GAMING ACTIVITIES.GamingManagerServicesProvTxt
Gaming Manager Is EmployeeYes (X)GamingManagerIsEmployeeInd
Charitable Distribution Rqr0CharitableDistributionRqrInd

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonC MORGAN GREFE PHDPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$140,246BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$6,632DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$5,349NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$152,227TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution23ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesPRICELESSMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesPRICELESSMethodOfDeterminingRevenuesTxt

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution335ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesPRICELESSMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)OTHER IN-KIND DONATIONS0$4,400FMV
Yes (X)SPECIAL EVENT FOOD/OTHER0$2,100FMV
Yes (X)RAFFLE PRIZES0$1,693FMV
Yes (X)OTHER MANUSCRIPTS - COLLECTIONS8$0PRICELESS
Yes (X)OTHER MANUSCRIPTS26$0PRICELESS
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 33:FormAndLineReferenceDesc
ExplanationTHE SOCIETY CONSIDERS COLLECTION ITEMS TO BE PRICELESS. ACCORDINGLY, CONTRIBUTIONS TO THE COLLECTION WERE NOT ASSIGNED VALUES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CA 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 15ATHE 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 19ALL DOCUMENTS ARE KEPT SECURELY IN THE BUSINESS OFFICE AND COPIES CAN BE REQUESTED FOR PUBLIC INSPECTION. THE DOCUMENTS ARE ALSO AVAILABLE ON GUIDESTAR.
FORM 990, PART IX, LINE 11GCONSULTANTS AND OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 46,148. MANAGEMENT AND GENERAL EXPENSES 3,213. FUNDRAISING EXPENSES 4,959. TOTAL EXPENSES 54,320.
FORM 990, PART IX, LINE 24EPRINTING: PROGRAM SERVICE EXPENSES 19,688. MANAGEMENT AND GENERAL EXPENSES 19. FUNDRAISING EXPENSES 4,724. TOTAL EXPENSES 24,431. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 18,791. MANAGEMENT AND GENERAL EXPENSES 3,464. FUNDRAISING EXPENSES 17. TOTAL EXPENSES 22,272. TELEPHONE: PROGRAM SERVICE EXPENSES 10,952. MANAGEMENT AND GENERAL EXPENSES 5,287. FUNDRAISING EXPENSES 1,321. TOTAL EXPENSES 17,560. SUPPLIES: PROGRAM SERVICE EXPENSES 5,520. MANAGEMENT AND GENERAL EXPENSES 3,146. FUNDRAISING EXPENSES 1,625. TOTAL EXPENSES 10,291. POSTAGE AND SHIPPING: PROGRAM SERVICE EXPENSES 3,891. MANAGEMENT AND GENERAL EXPENSES 480. FUNDRAISING EXPENSES 3,113. TOTAL EXPENSES 7,484. SECURITY SERVICES: PROGRAM SERVICE EXPENSES 4,787. MANAGEMENT AND GENERAL EXPENSES 2,335. TOTAL EXPENSES 7,122. EXHIBITS: PROGRAM SERVICE EXPENSES 6,248. TOTAL EXPENSES 6,248. SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 4,908. MANAGEMENT AND GENERAL EXPENSES 177. FUNDRAISING EXPENSES 492. TOTAL EXPENSES 5,577. PROFESSIONAL MEMBERSHIP: PROGRAM SERVICE EXPENSES 1,024. MANAGEMENT AND GENERAL EXPENSES 1,618. FUNDRAISING EXPENSES 2,231. TOTAL EXPENSES 4,873. BUILDING SUPPLIES: PROGRAM SERVICE EXPENSES 2,714. MANAGEMENT AND GENERAL EXPENSES 2,093. TOTAL EXPENSES 4,807. STIPENDS: PROGRAM SERVICE EXPENSES 650. TOTAL EXPENSES 650.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION HAS NOT CHANGED ITS PROCESS OF SELECTION OR OVERSIGHT OF THE INDEPENDENT AUDITORS FROM THE PRIOR YEAR.

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