2022-05-11T08:06:52-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2020-07-01 042108374 MASSACHUSETTS HISTORICAL SOCIETY MASS 6175361608 1154 BOYLSTON STREET BOSTON MA 02215 CATHERINE ALLGOR PRESIDENT 6175361608 2022-05-09 1 CATHERINE ALLGOR 999009999 DANIELLE NIHILL P01350943 6179848100 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z CATHERINE ALLGOR 1154 BOYLSTON STREET BOSTON MA 02215 24763223 0 X WWW.MASSHIST.ORG X 1791 MA THE MHS SEEKS TO MAKE AMERICAN HISTORY RELEVANT AND ACCESSIBLE TO ANYONE. 24 24 73 46 0 0 2939789 3770174 172097 114718 1009585 9574395 59573 49535 4181044 13508822 96288 71063 0 0 4834020 4819162 0 0 875976 2496640 3012422 7426948 7902647 -3245904 5606175 105486526 153195244 3087187 2373483 102399339 150821761 X TO PROMOTE UNDERSTANDING OF THE HISTORY OF MASSACHUSETTS AND THE NATION BY COLLECTING AND COMMUNICATING MATERIALS AND RESOURCES THAT FOSTER HISTORICAL KNOWLEDGE. 0 0 4478654 71063 114718 AS THE NATIONS' FIRST HISTORICAL SOCIETY, THE MASSACHUSETTS HISTORICAL SOCIETY (MHS) STRIVES TO ENHANCE THE UNDERSTANDING OF OUR NATION'S PAST AND ITS CONNECTION TO THE PRESENT, DEMONSTRATING THAT HISTORY IS NOT JUST A SERIES OF EVENTS THAT HAPPENED TO INDIVIDUALS LONG AGO BUT IS INTEGRAL TO THE FABRIC OF OUR DAILY LIVES. ITS COLLECTIONS ARE ACCESSIBLE TO ANYONE WITH AN INTEREST IN AMERICAN HISTORY. BEYOND RESEARCH, THE MHS OFFERS MANY WAYS FOR THE PUBLIC TO ENJOY ITS COLLECTIONS INCLUDING ENGAGING PROGRAMS, THROUGH-PROVOKING EXHIBITIONS, PUBLICATIONS, SEMINARS, AND TEACHER WORKSHOPS.PLEASE SEE SCH. O FOR ADDITIONAL PROGRAM HIGHLIGHTS & DESCRIPTIONS.COLLECTIONS - THE SOCIETY'S EXTRAORDINARY COLLECTIONS TELL THE STORY OF AMERICA THROUGH MILLIONS OF RARE AND UNIQUE DOCUMENTS, ARTIFACTS, AND NATIONAL TREASURES, INCLUDING THE PERSONAL PAPERS OF THREE PRESIDENTSJOHN ADAMS, JOHN QUINCY ADAMS, AND THOMAS JEFFERSON. THROUGH ITS RESEARCH LIBRARY, ONLINE RESOURCES, PUBLICATIONS, EXHIBITIONS, ANDPROGRAMS, THE MHS MAKES ITS HOLDING ACCESSIBLE TO ANYONE WITH AN INTEREST IN THE PEOPLE AND EVENTS THAT SHAPED OUR COUNTRY. PAUL REVERE'S HANDWRITTEN ACCOUNT OF HIS FAMOUS RIDE, THOMAS JEFFERSON'S AND JOHN ADAM'S MANUSCRIPT COPIES OF THE DECLARATION OF INDEPENDENCE AND ELBRIDGE GERRY'S ANNOTATED COPY OF THE CONSTITUTION. THESE ARE AMONG THE MANY ICONIC AMERICAN DOCUMENTS OF THE MHS. SPANNING FOUR CENTURIES, THE SOCIETY'S COLLECTIONS-THE LETTERS, DIARIES, AND OTHER PERSONAL PAPERS OF INDIVIDUALS AND FAMILIES, AS WELL AS THEIR BOOKS, PHOTOGRAPHS, MAPS, NEWSPAPERS, ARTIFACTS, AND WORKS OF ART-HAVE BECOME ESSENTIAL PRIMARY SOURCES FOR THE STUDY AND UNDERSTANDING OF AMERICAN HISTORY. THE LIBRARY IS FREE AND OPEN TO RESEARCHERS OF ALL AGES AND LEVELS OF INTEREST IN OUR COLLECTIONS SIX DAYS A WEEK. THE LIBRARY DOES NOT LEND MATERIALS, BUT ANY PERSON INTERESTED IN USING THE COLLECTION CAN REGISTER AS A RESEARCHER AND USE MATERIALS IN THE LIBRARY. IN MANY CASES SELECTED MATERIALS CAN BE PRODUCED AND SENT TO INDIVIDUALS WHO CANNOT VISIT LIBRARY IN PERSON.EXHIBITIONS - THE SOCIETY'S EXHIBITIONS CELEBRATE THE PERSPECTIVE AMERICAN HISTORY BRINGS TO OUR OWN TIME AND ILLUSTRATE HOW IT SUSTAINS OUR REPUBLIC AND GUIDES OUR FUTURE. AS A MAJOR HISTORY PRESENTATION VENUE FOR THE REGION, THE MHS PRODUCES EXHIBITIONS THAT ARE THEMATIC, TELL STORIES, AND EXPLORE HOW TURNING POINTS IN THE PAST ARE REFLECTED IN CULTURE TODAY. THOUGH OUR DOORS REMAINED CLOSED TO IN-PERSON VISITORS, OUR COMMUNITY WAS ABLE TO EXPLORE THREE VIRTUAL EXHIBITIONS CREATED THROUGHOUT FISCAL YEAR 2021: WHO COUNTS: A LOOK AT VOTER RIGHTS THROUGH POLITICAL CARTOONS ILLUSTRATES HOW CARTOONISTS HELPED TO TELL THE STORY OF VOTING RIGHTS IN THE UNITED STATES THROUGH EXAMPLES OF PUBLISHED CARTOONS FROM THE MHS COLLECTION AS WELL AS OTHER LIBRARIES AND FOUNDATIONS. THOMAS NAST: A LIFE IN CARTOONS HIGHLIGHTS NAST'S REMARKABLE IMPACT THROUGH A CARTOON BIOGRAPHY CREATED BY LOCAL ARTISTS. OUR FAVORITE THINGS: OBJECTS THAT FASCINATE, INTEREST & INSPIRE HIGHLIGHTS A SELECTION OF COMPELLING, CAPTIVATING, AND AMUSING ITEMS SELECTED BY THE MHS STAFF, THOSE WHO KNOW OUR COLLECTION BEST.EDUCATION AND PUBLIC PROGRAMS - CONTINUING TO DEVELOP A VIBRANT SELECTION OF PUBLIC AND EDUCATIONAL PROGRAMS ENABLES THE MHS TO HELP ENHANCE THE UNDERSTANDING OF OUR NATION'S PAST AND ITS CONNECTION TO THE PRESENT. WHERE OPINIONS VARY, THE MHS PROVIDES A FORUM FOR DEBATE. PROGRAMMING DESIGNED FOR BOTH GENERAL AND SCHOLARLY AUDIENCES ATTRACTED MORE THAN 14,250 ATTENDEES AT 61 PROGRAMS, 12 BROWN-BAG LUNCHES, AND 29 SEMINAR SESSIONS OVER THE COURSE OF THE YEAR (THIS INCLUDES OUR SHIFT TO VIRTUAL PROGRAMMING DUE TO THE COVID-19 PANDEMIC). THE SOCIETY SUPPORTS THE WORK OF HISTORIANS AT ALL POINTS OF THEIR CAREERS AS WELL AS THE CONTINUING DEVELOPMENT OF THE HISTORICAL NARRATIVE. IN OCTOBER 2020, WE HELD THE INAUGURAL AND VIRTUAL CONRAD E. WRIGHT RESEARCH CONFERENCE WHICH EXPLORED THE LATEST SCHOLARSHIP ON THE 15TH AND 19TH AMENDMENTS AND WELCOMED MORE THAN 500 ATTENDEES FROM AROUND THE WORLD.UNABLE TO HOLD IN-PERSON TEACHER WORKSHOPS AND STUDENT PROGRAMS IN FY2021, THE MHS FOCUSED ON DEVELOPING ONLINE RESOURCES FOR EDUCATORS. WE PRODUCED A CURATED LIST OF MHS RESOURCES THAT ALIGN WITH THE CIVIC EDUCATION REQUIREMENTS ISSUED IN 2018 TO ASSIST TEACHERS AS THEY INTRODUCE NEW CIVIC EDUCATION PROJECTS IN THE CLASSROOM. IN COLLABORATION WITH PARTNER ORGANIZATIONS IN THE MASSACHUSETTS CIVIC LEARNING COALITION (MCLC), THE MHS CONTRIBUTED MANY OF ITS MOST POPULAR DIGITAL RESOURCES TO THE MCLC WEB PORTAL. AND VIRTUAL TOOLKITS WERE DEVELOPED TO PROVIDE EDUCATORS WITH EASY TO ACCESS ONLINE RESOURCES AND MHS COLLECTIONS. THE MHS IS THE STATE SPONSOR OF NATIONAL HISTORY DAY IN MASSACHUSETTS. IN FY2021, 2,500 STUDENTS FROM CITIES AND TOWNS ACROSS MASSACHUSETTS PARTICIPATED IN THE PROGRAM. DUE TO THE ONGOING COVID-19 PANDEMIC, THE STATEWIDE COMPETITION WAS HELD VIRTUALLY AGAIN. THERE WERE 388 STUDENTS FROM 43 SCHOOLS WHO PARTICIPATED IN THE STATEWIDE CONTEST. IN CELEBRATION OF JUNETEENTH, THE MHS LAUNCHED A SPECIAL WEB DISPLAY HIGHLIGHTING MHS COLLECTIONS AS WELL AS 15 STUDENT PROJECTS FROM THE 2020/2021 NATIONAL HISTORY DAY IN MASSACHUSETTS (NHD) COMPETITION. OF THOSE STUDENT PROJECTS, A DOCUMENTARY ABOUT IDA B. WELLS, WAS SELECTED BY THE NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE IN D.C. AND FEATURED IN A DIGITAL SHOWCASE IN JUNE 2021RESEARCH - THE SOCIETY STRIVES TO FOSTER A RESEARCH COMMUNITY THAT ACTIVELY PROMOTES THE STUDY OF THE HISTORY OF MASSACHUSETTS AND THE NATION. WE OFFER AN EXCEPTIONAL RANGE OF RESOURCES FOR MAKING AND SHARING HISTORICAL DISCOVERIES INCLUDING MORE THAN 30 RESEARCH FELLOWSHIPS IN FOUR ANNUAL COMPETITIONS. RESEARCHERS CAN ENJOY PUBLIC TALKS, TOURS, EXHIBITIONS, SCHOLARLY SEMINARS, BROWN-BAG LUNCHES, AND CONFERENCES AS WELL AS GAIN ACCESS TO OUR UNPARALLELED COLLECTIONS THROUGH OUR RESEARCH LIBRARY AND WEBSITE. THOUGH THE MHS REMAINED CLOSED TO ONSITE VISITORS IN FY2021, WE WERE ABLE TO SERVE MORE THAN 1,500 RESEARCHERS VIA E-MAIL, LIVE VIRTUAL REFERENCE INTERACTIONS, PHONE CALLS, AND REPRODUCTION REQUESTS. EACH YEAR, THE MHS WELCOMES A WIDE VARIETY OF RESEARCHERSFROM ACROSS THE COUNTRY AND AROUND THE WORLDFROM HIGH SCHOOL STUDENTS AND FAMILY HISTORIANS TO PROFESSORS AND PULITZER PRIZE-WINNING AUTHORS. THESE RESEARCHERS NETWORK, SHARE THEIR FINDINGS, AND EXCHANGE IDEAS. PUBLICATION AND DOCUMENTARY EDITING INCLUDING THE ADAMS PAPERS -THE MHS BEGAN PUBLISHING BOOKS IN 1792 AND IS ONE OF THE OLDEST, CONTINUOUSLY OPERATING PUBLISHERS IN THE UNITED STATES, AND MAKES AVAILABLE PRINTED BOOKS, ELECTRONIC PUBLICATIONS, A NEWSLETTER, AND SCHOLARLY JOURNAL. THE MHS PUBLISHES PRINT AND ELECTRONIC WORKS THAT PROVIDE INFORMATION ABOUT AND MAKE AVAILABLE THE CONTENT OF SOME OF ITS MOST SIGNIFICANT COLLECTIONS AND THE PEOPLE WHO CREATED THEM. AS PART OF ITS MISSION, THE MHS MAINTAINS ITS OWN PUBLISHING PROGRAM AND HOSTS THE OFFICES OF THE ADAMS PAPERS EDITORIAL PROJECT. FOUNDED IN 1954, THE PROJECT PREPARES A COMPREHENSIVE EDITION, IN PRINT AND DIGITAL FORMATS, OF THE MANUSCRIPTS WRITTEN AND RECEIVED BY THREE GENERATION OF THE ADAMS FAMILY OF BRAINTREE AND QUINCY, MASSACHUSETTS. THE ADAMS FAMILY PAPERS MANUSCRIPT COLLECTION AT THE MHS FORMS THE NUCLEUS OF THE PROJECT, ALTHOUGH THE EDITORS HAVE GATHERED MORE THAN 30,000 COPIES OF ADDITIONAL ADAMS WRITINGS FROM HUNDREDS OF LIBRARIES, INSTITUTIONS, AND INDIVIDUALS IN THE UNITED STATES AND ABROAD. TO DATE, NEARLY 60 PRINT VOLUMES HAVE BEEN PUBLISHED BY HARVARD UNIVERSITY PRESS, MOST OF WHICH ARE AVAILABLE ONLINE AS PART OF THE ADAMS PAPERS DIGITAL EDITION. 4478654 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 37 0 1 73 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 1 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X X CATHERINE ALLGOR 6175361608 1154 BOYLSTON STREET BOSTON MA 02215 LEVIN H CAMPBELL JR TRUSTEE 3.00 X 0 0 0 WILLIAM N THORNDIKE TRUSTEE 3.00 X 0 0 0 FREDERICK G PFANNENSTIEHL TRUSTEE 3.00 X 0 0 0 ROBERT G RIPLEY JR TRUSTEE 3.00 X 0 0 0 CLAIRE NEE NELSON TRUSTEE 3.00 X 0 0 0 R NEWCOMB STILLWELL TRUSTEE 3.00 X 0 0 0 EDWARD L WIDMER TRUSTEE 3.00 X 0 0 0 ANNETTE GORDON-REED TRUSTEE 3.00 X 0 0 0 JAMES SEGEL TRUSTEE 3.00 X 0 0 0 MICHAEL SHEA TRUSTEE 3.00 X 0 0 0 NANCY COTT TRUSTEE 3.00 X 0 0 0 RENE JONES TRUSTEE 3.00 X 0 0 0 G NATHANIEL JEPPSON TRUSTEE 3.00 X 0 0 0 ANNE CRAIGE MCNAY TRUSTEE 3.00 X 0 0 0 JOHN O'LEARY TRUSTEE 3.00 X 0 0 0 MELINDA E BARBER TRUSTEE 3.00 X 0 0 0 PAUL W SANDMAN CHAIR 3.00 X 0 0 0 ANTHONY H LENESS TREASURER 3.00 X 0 0 0 OLIVER F AMES VICE CHAIR 3.00 X 0 0 0 G MARSHALL MORIARTY CHAIR, OVERSEERS 3.00 X 0 0 0 BENJAMIN C ADAMS VICE CHAIR 3.00 X 0 0 0 JUDITH BRYANT WITTENBERG SECRETARY 3.00 X 0 0 0 EDWARD BALDINI VICE TREASURER 3.00 X 0 0 0 CATHERINE ALLGOR PRESIDENT 35.00 X 276728 0 28054 WILLIAM TSOULES CHIEF FINANCIAL OFFICER, VP 35.00 X 135131 0 31240 BRENDA M LAWSON VP OF COLLECTIONS 35.00 X 133410 0 30801 MAUREEN H NGUYEN VICE PRESIDENT OF DEVELOPMENT 35.00 X 150770 0 6733 PETER DRUMMEY LIBRARIAN 35.00 X 137256 0 11044 SARA MARTIN EDITOR IN CHIEF 35.00 X 118032 0 13094 951327 0 120966 6 0 1 0 0 104297 1145577 2520300 240353 3770174 MEMBERSHIP & FELLOW DUES 519100 76535 76535 READING ROOM REVENUE 519100 29982 29982 SEMINARS, CONFERENCES, WORKSHOPS 519100 7501 7501 SALE OF PUBLICATIONS 511120 700 700 114718 6286 6286 32314 32314 6021 8074 -2053 -2053 -2053 20643992 127000 11202883 0 9441109 127000 9568109 9568109 38614 104297 43444 -4830 -4830 OTHER INCOME 900099 24104 24104 24104 13508822 114718 0 9623930 71063 71063 461150 330722 130428 3528454 2662419 479013 387022 119061 89082 17153 12826 435612 315396 46123 74093 274885 193840 45869 35176 15738 15738 47560 47560 1113998 1113998 260701 40062 197051 23588 59786 35976 15529 8281 147637 74563 22743 50331 395629 319281 22448 53900 558 496 62 40483 40483 463276 327823 79110 56343 79850 20500 59350 PROGRAM SERVICES 249895 249895 PURCH. & SALE OF COLLEC 45421 45421 PRINTING 33103 5001 49 28053 CULTIVATION EXPENSES 30201 6500 14582 9119 28586 21832 6754 7902647 4478654 2548017 875976 658452 965790 3894552 3526825 430796 305467 107157 110204 122083 144630 18327281 8234257 10341356 10093024 89532291 137542351 399839 506953 105486526 153195244 572671 689594 445811 439790 1083533 989843 767600 217572 254256 3087187 2373483 X 39640030 55395648 62759309 95426113 102399339 150821761 105486526 153195244 5606175 42816247 0 X 0 1 X 1 0 X 2677607 3605652 2830902 2939789 3770174 15824124 2677607 3605652 2830902 2939789 3770174 15824124 1536747 14287377 45691 67949 139293 130230 44621 427784 21797 12237 36340 28481 24104 122959 16374867 878029 0.87250 0.88680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 89532291 259450 51608214 3812183 45421 137542351 87613214 235571 5408354 3641368 83480 89532291 82595066 689193 7871247 3471403 70889 87613214 78940757 63700 7045858 2367439 1087810 82595066 69284487 149544 13937204 3410056 1020422 78940757 0.32564 0.12765 0.54671 0 0 200000 200000 470422 465232 5190 16360806 6903054 9457752 1082460 862581 219879 213593 3390 210203 10093024 SPLIT-INTEREST AGREEMENTS 254256 254256 X 55217366 42816247 -45421 42770826 12446540 1113800 -51518 1062282 13508822 6794944 51518 51518 6743426 1113800 45421 1159221 7902647 PART III, LINE 1A: THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASE OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IF PURCHASED WITH NET ASSETS WITHOUT DONOR RESTRICTIONS AND AS DECREASES IN NET ASSETS WITH DONOR RESTRICTIONS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES OR AS ASSETS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED IN THE STATEMENT OF ACTIVITIES BASED ON ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. PART III, LINE 4: THE SOCIETY'S COLLECTIONS ARE MADE UP OF MANUSCRIPTS, RARE BOOKS, PAMPHLETS, REFERENCE WORKS, ART OBJECTS, AND OTHER ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, HISTORIC, AND CURATORIAL PURPOSES. EACH OF THESE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUALLY. PART V, LINE 4: THE SOCIETY CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (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'S GIFT INSTRUCTIONS AT THE TIME THE ACCUMULATION IS MADE TO THE FUND. THE SOCIETY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR A PERCENTAGE OF INVESTED ASSETS COMPUTED ON A TRAILING 12-QUARTER QUARTERLY AVERAGE OF ITS ENDOWMENT ASSET MARKET VALUES. IN ESTABLISHING THIS POLICY, THE SOCIETY CONSIDERED THE LONG-TERM EXPECTED RETURNS ON ITS ENDOWMENT ASSETS. ACCORDINGLY, OVER THE LONG-TERM, THE SOCIETY EXPECTS THE SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A RATE IN EXCESS OF INFLATION. THIS IS CONSISTENT WITH THE SOCIETY'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE CUMULATIVE NET UNSPENT APPRECIATION ON INVESTMENTS WITH DONOR RESTRICTIONS IS ACCOUNTED FOR AS NET ASSETS WITH DONOR RESTRICTIONS AND TOGETHER WITH UNSPENT APPRECIATION ON UNRESTRICTED ENDOWMENT FUNDS IS NOT AVAILABLE FOR DISTRIBUTION, EXCEPT BY THE EXPRESS APPROPRIATION ACTION OF THE BOARD OF TRUSTEES. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C )(3) OF THE INTERNAL REVENUE CODE. THE SOCIETY IS ALSO EXEMPT FROM MASSACHUSETTS INCOME TAXES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE SOCIETY'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME AT BOTH THE STATE AND FEDERAL LEVELS. IN ADDITION, THE SOCIETY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAD BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE SOCIETY EVALUATES ALL SIGNIFICANT TAX POSITIONS. AS OF JUNE 30, 2021, THE SOCIETY DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT 12 MONTHS. THE SOCIETY'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS; HOWEVER, THERE ARE NO EXAMINATIONS IN PROCESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PURCHASE OF COLLECTIONS -45,421. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING EXPENSES -43,444. RECLASS OF RENTAL EXPENSES -8,074. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING EXPENSES 43,444. RECLASS OF RENTAL EXPENSE 8,074. PART XII, LINE 4B - OTHER ADJUSTMENTS: PURCHASE OF COLLECTIONS 45,421. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: MAKING HISTORY GALA 142911 104297 38614 5614 2385 31500 1500 2445 142911 104297 38614 5614 2385 31500 1500 2445 43444 -4830 1 FELLOWSHIPS 22 71063 N/A N/A PART I, LINE 2: THE ORGANIZATION PROVIDES FELLOWSHIPS FOR RESEARCHERS TO USE ITS LIBRARY. IN ADDITION, PRIOR TO DISBURSING THE FINAL FELLOWSHIP PAYMENT, THE SOCIETY RECEIVES A REPORT FROM THE FELLOWS DETAILING THE COLLECTIONS MATERIALS USED AND HOW ACCESS TO THE SOCIETY'S COLLECTIONS AIDED THEIR RESEARCH. X 1 1 X X X X X 1 1 0 0 0 0 0 0 0 CATHERINE ALLGOR PRESIDENT 276728 0 0 0 0 0 11069 0 16985 0 304782 0 304783 0 WILLIAM TSOULES CHIEF FINANCIAL OFFICER, VP 135131 0 0 0 0 0 5405 0 25835 0 166371 0 166371 0 BRENDA M LAWSON VP OF COLLECTIONS 133410 0 0 0 0 0 5336 0 25465 0 164211 0 164212 0 MAUREEN H NGUYEN VICE PRESIDENT OF DEVELOPMENT 150770 0 0 0 0 0 6031 0 702 0 157503 0 157503 0 PART I, LINE 1A THE ORGANIZATION PROVIDES A SOCIAL CLUB MEMBERSHIP FOR CATHERINE ALLGOR, PRESIDENT. THE AMOUNT WAS PAID PURSUANT TO THE TERMS OUTLINED IN HER ORIGINAL OFFER OF EMPLOYMENT. PART I, LINES 4A-B CATHERINE ALLGOR - 457 PLAN EMPLOYEE SALARY DEFERRAL - $19,500 MAUREEN NGUYEN - 457 PLAN EMPLOYEE SALARY DEFERRAL - $19,500 WILLIAM TSOULES - 457 PLAN EMPLOYEE SALARY DEFERRAL - $2,600 WILLIAM TSOULES - SEVERANCE PAYMENT - $5,568 X 8 240353 AVERAGE NAV 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF UNIQUE CONTRIBUTORS OF PUBLICLY TRADED SECURITIES. FORM 990, PART VI, SECTION A, LINE 3 DURING THE YEAR THE BOARD ENGAGED WITH WINTER STREET CFO, LLC TO PERFORM THE INTERIM CFO WORK. WINTER STREET IS OVERSEEN BY THE PRESIDENT AND THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS ELECTED MEMBERS, KNOWN AS FELLOWS, AS WELL AS GENERAL MEMBERSHIP, WHICH DO NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE SOCIETY HAS ELECTED MEMBERS WHO DO NOT HAVE VOTING RIGHTS. IN ADDITION, THE SOCIETY IS GOVERNED BY THE BOARD OF TRUSTEES WHO ARE NOMINATED AND ELECTED. THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR ALMOST ALL GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION PROVIDES A DRAFT OF FORM 990 TO ITS FINANCE COMMITTEE FOR THEIR REVIEW PRIOR TO FILING. ADDITIONALLY, A DRAFT COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL TRUSTEES FOR COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE GOVERNANCE COMMITTEE DISTRIBUTES A QUESTIONNAIRE TO ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES REQUIRING THEM TO DISCLOSE ANY CONFLICTS OF INTEREST. THE SOCIETY REQUIRES THAT ALL PERSONS TO WHOM THE QUESTIONNAIRE IS DISTRIBUTED COMPLETE IT IN A TIMELY MANNER. THE GOVERNANCE COMMITTEE REVIEWS THE CONFLICT OF INTEREST POLICY QUESTIONAIRES AS THEY ARE COMPLETED ALONG WITH THE BOARD DISCLOSURES ANNUALLY, AND SUGGESTS ANY CONFLICTS TO GENERAL COUNSEL FOR FURTHER EVALUATION. GENERAL COUNSEL IS RESPONSIBLE FOR FOLLOWING UP ON ANY POTENTIAL OR NOTED CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR THE CHAIR OF THE BOARD OF TRUSTEES APPOINTS A COMPENSATION COMMITTEE MADE UP OF TRUSTEES TO REVIEW THE PERFORMANCE OF THE PRESIDENT/CEO AND COMPARABLE COMPENSATION DATA AND TO MAKE A RECOMMENDATION TO THE BOARD, WHICH THEN MAKES THE FINAL DECISION ON HIS/HER COMPENSATION. THE DELIBERATIONS AND DECISION OF BOTH THE COMMITTEE AND THE BOARD ARE CONTEMPORANEOUSLY RECORDED IN THE MINUTES. THE LAST YEAR THIS PROCESS WAS PERFORMED WAS IN 2020. EACH YEAR THE PRESIDENT, AS CEO, REVIEWS THE PERFORMANCE OF THE KEY EMPLOYEES AND COMPARABLE COMPENSATION DATA AND REPORTS HIS/HER DECISION TO THE BOARD OF TRUSTEES, WHICH ARE INCORPORATED INTO THE ANNUAL BUDGET OF THE ORGANIZATION WHICH IS APPROVED BY THE BOARD OF TRUSTEES. THE DELIBERATIONS AND DECISIONS OF THE PRESIDENT ARE CONTEMPORANEOUSLY RECORDED AS IS THE APPROVAL OF THE BUDGET BY THE BOARD OF TRUSTEES. THE LAST YEAR THIS PROCESS WAS PERFORMED WAS IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY'S ANNUAL AUDITED FINANCIAL STATEMENTS, FORM 990 AND MASSACHUSETTS FORM PC ARE AVAILABLE TO THE PUBLIC ON ITS WEBSITE AT MASSHIST.ORG. THESE DOCUMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AT WWW.CHARITIES.AGO.STATE.MA.US/CHARITIES/. THE SOCIETY'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE SOCIETY'S WEBSITE. THE SOCIETY WILL MAKE PRINTED COPIES AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART 1, LINE 10 - THE INVESTMENT INCOME NUMBER WAS ADJUSTED IN THE CURRENT YEAR TO REFLECT THE COMPARABLE AMOUNT OF INCOME TO THE CURRENT YEAR. NEW ENGLAND REGIONAL FELLOWSHIP CONSORTIUM C/O MASSACHUSETTS HISTORICAL SOCIET BOSTON MA 02215 550868208 AWARD RESEARCH GRANTS FOR THOSE THAT WANT TO STUDY NEW ENGLAND HISTORY MA 501(C)(3) LINE 7 N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0