OLD STURBRIDGE INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: OLD STURBRIDGE INC (EIN 04-2104809)
Tax period: 2020-02-01 to 2021-01-31
Filed: 2021-06-09
IRS object ID: 202111609349301236
Schema version: 2020v4.1
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 J
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-06-09T16:10:15-05:00	ReturnTs
Tax Period End	2021-01-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042571780	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	AAFCPAS INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 WASHINGTON STREET	AddressLine1Txt
City	WESTBOROUGH	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01581	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-02-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042104809	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OLD STURBRIDGE INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	OLDS	BusinessNameControlTxt
Phone	5083473362	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 OLD STURBRIDGE VILLAGE ROAD	AddressLine1Txt
City	STURBRIDGE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01566	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES DONAHUE	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	5084373362	PhoneNum
Signature	2021-06-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JAMES	PersonFirstNm
Person Last	DONAHUE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN BUCKLEY CPA	PreparerPersonNm
PTIN	P00830631	PTIN
Phone	5083669100	PhoneNum
Preparation	2021-06-07	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	OLD STURBRIDGE VILLAGE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	JAMES DONAHUE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 OLD STURBRIDGE VILLAGE ROAD	AddressLine1Txt
City	STURBRIDGE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01566	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$14,399,046	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.OSV.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1938	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	OLD STURBRIDGE VILLAGE, A MUSEUM AND LEARNING RESOURCE OF NEW ENGLAND LIFE, INVITES EACH VISITOR TO FIND MEANING, PLEASURE, RELEVANCE AND INSPIRATION THROUGH THE EXPLORATION OF HISTORY.	ActivityOrMissionDesc
Voting Members Governing Body	24	VotingMembersGoverningBodyCnt
Voting Members Independent	24	VotingMembersIndependentCnt
Total Employee	241	TotalEmployeeCnt
Total Volunteers	87	TotalVolunteersCnt
Total Gross UBI	$213,902	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,768,373	PYContributionsGrantsAmt
CY Contributions Grants	$9,843,060	CYContributionsGrantsAmt
PY Program Service Revenue	$6,277,100	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,855,806	CYProgramServiceRevenueAmt
PY Investment Income	$307,002	PYInvestmentIncomeAmt
CY Investment Income	$335,027	CYInvestmentIncomeAmt
PY Other Revenue	$741,576	PYOtherRevenueAmt
CY Other Revenue	$1,029,411	CYOtherRevenueAmt
PY Total Revenue	$11,094,051	PYTotalRevenueAmt
CY Total Revenue	$13,063,304	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$6,162,766	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,974,936	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$1,146,559	CYTotalFundraisingExpenseAmt
PY Other Expenses	$5,512,784	PYOtherExpensesAmt
CY Other Expenses	$4,341,425	CYOtherExpensesAmt
PY Total Expenses	$11,675,550	PYTotalExpensesAmt
CY Total Expenses	$10,316,361	CYTotalExpensesAmt
PY Revenues Less Expenses	-$581,499	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,746,943	CYRevenuesLessExpensesAmt
Total Assets BOY	$19,291,838	TotalAssetsBOYAmt
Total Assets EOY	$21,603,377	TotalAssetsEOYAmt
Total Liabilities BOY	$12,229,402	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$11,110,366	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$7,062,436	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$10,493,011	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	OLD STURBRIDGE VILLAGE, A MUSEUM AND LEARNING RESOURCE OF NEW ENGLAND LIFE, INVITES EACH VISITOR TO FIND MEANING, PLEASURE, RELEVANCE AND INSPIRATION THROUGH THE EXPLORATION OF HISTORY.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$3,816,301	ExpenseAmt
Revenue	$583,245	RevenueAmt
Desc	EDUCATION & PUBLIC PROGRAMMING: PROVIDED PROGRAMS AND ACTIVITIES FOR LEARNING ABOUT AMERICA'S HISTORY WITH A FOCUS ON EARLY NEW ENGLAND DURING 1790-1840. INTERPRETERS PORTRAYED THE DAILY LIFE, WORK AND CELEBRATIONS OF AN EARLY NEW ENGLAND COMMUNITY TO APPROXIMATELY 255,000 VISITORS, INCLUDING 50,000 SCHOOL CHILDREN. OVER 15,000 ADDITIONAL VISITORS PARTICIPATED IN VARIOUS SPECIAL PROGRAMS AND EDUCATIONAL ACTIVITIES.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,292,612	ExpenseAmt
Revenue	$625,426	RevenueAmt
Desc	RESEARCH, CURATORIAL AND LIBRARY: RESEARCH INTO THE MATERIAL AND WRITTEN SOURCES OF REGIONAL HISTORY AND EFFORTS TO COLLECT AND PRESERVE THE BUILDING, OBJECTS, HAND PROCESSES AND CULTURAL PATTERNS OF EARLY NEW ENGLANDERS. HISTORICAL COLLECTIONS INCLUDE OVER 50,000 ARTIFACTS AND 40,000 BOOKS AND MANUSCRIPTS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,256,354	ExpenseAmt
Revenue	$354,284	RevenueAmt
Desc	FOOD SERVICE: PROVIDES CATERING FOR ON-CAMPUS EVENTS AND CONVENIENT ON-SITE FOOD SERVICE TO VISITORS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$666,379	ExpenseAmt
Revenue	$445,174	RevenueAmt
Desc	OTHER PROGRAMS.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$666,379	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$445,174	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$7,031,646	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	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	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	Yes (1)	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	52	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	241	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	24	GoverningBodyVotingMembersCnt
Independent Voting Member	24	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	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES DONAHUE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5083473362	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 OLD STURBRIDGE VILLAGE ROAD	AddressLine1Txt
City	STURBRIDGE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01566	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
JAMES DONAHUE
PRESIDENT	40.00	Yes (X)	$242,626	$0	$12,187
TINA KRASNECKY
VP OF FINANCE	40.00	Yes (X)	$113,946	$0	$11,078
BRAD KING
SENIOR VP OF CAMPUS OPERAT	40.00		$107,802	$0	$8,655	Yes (X)
MARGARET H PIERCE
CHAIR	2.00	Yes (X)	$0	$0	$0		Yes (X)
BICHOP NAWROT
VICE CHAIR	2.00	Yes (X)	$0	$0	$0		Yes (X)
JOHN J ARGITIS
TREASURER	2.00	Yes (X)	$0	$0	$0		Yes (X)
LYNN ECKHERT
SECRETARY	2.00	Yes (X)	$0	$0	$0		Yes (X)
NORMAN L ABRAM
TRUSTEE	2.00		$0	$0	$0		Yes (X)
GEORGE F BOOTH
TRUSTEE	2.00		$0	$0	$0		Yes (X)
SUSAN COLLINS
TRUSTEE	2.00		$0	$0	$0		Yes (X)
MICHAEL D BROCKELMAN
TRUSTEE	2.00		$0	$0	$0		Yes (X)
TERENCE O'COIN
TRUSTEE	2.00		$0	$0	$0		Yes (X)
JANE C NYLANDER
TRUSTEE	2.00		$0	$0	$0		Yes (X)
ROBERT E ROEMER
TRUSTEE	2.00		$0	$0	$0		Yes (X)
THOMAS S CURREN
TRUSTEE	2.00		$0	$0	$0		Yes (X)
JEFFREY J UPTON
TRUSTEE	2.00		$0	$0	$0		Yes (X)
BROCK JOBE
TRUSTEE	2.00		$0	$0	$0		Yes (X)
JOHN OTT
TRUSTEE	2.00		$0	$0	$0		Yes (X)
DONNA A DECORLETO
TRUSTEE	2.00		$0	$0	$0		Yes (X)
RICHARD SCHULZE
TRUSTEE	2.00		$0	$0	$0		Yes (X)
PAUL SCULLY
TRUSTEE	2.00		$0	$0	$0		Yes (X)
ALISON KENARY
TRUSTEE	2.00		$0	$0	$0		Yes (X)
MARTHA HAMILTON
TRUSTEE	2.00		$0	$0	$0		Yes (X)
PAUL RAPO
TRUSTEE	2.00		$0	$0	$0		Yes (X)
MIKE VILLANO
TRUSTEE	2.00		$0	$0	$0		Yes (X)
ALEX WALL
TRUSTEE	2.00		$0	$0	$0		Yes (X)
CYNTHIA MICHENER
TRUSTEE	2.00		$0	$0	$0		Yes (X)
ROBERT REEDER III
TRUSTEE (UNTIL 6/2020)	2.00		$0	$0	$0		Yes (X)
CAROL RUGANI
TRUSTEE (UNTIL 6/2020)	2.00		$0	$0	$0		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$464,374	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$31,920	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	3	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KING'S FARM AND STABLES LLC	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	53 ROCKY HILL ROAD	AddressLine1Txt
City	OXFORD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01540	ZIPCd

Field	Value	IRS element (for citing)
Services	CARRY ALL SERVICES	ServicesDesc
Compensation	$120,168	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Membership Dues	$370,904	MembershipDuesAmt
Government Grants	$1,006,400	GovernmentGrantsAmt
All Other Contributions	$8,465,756	AllOtherContributionsAmt
Noncash Contributions	$524,133	NoncashContributionsAmt
Total Contributions	$9,843,060	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
ADMISSIONS	712120	$625,426	$625,426
EDUCATIONAL PROGRAMS/SPECIAL EVEN	712120	$583,245	$583,245
FOOD SERVICE	722320	$477,118	$354,284	$122,834
LODGING	721110	$91,068		$91,068
MERCHANDISE COMMISSION	712120	$78,949	$78,949

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,855,806	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$180,649	TotalRevenueColumnAmt
Exclusion	$180,649	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,693	TotalRevenueColumnAmt
Exclusion	$4,693	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$622,785	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$622,785	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$622,785	TotalRevenueColumnAmt
Exclusion	$622,785	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,290,120	SecuritiesAmt
Other	$200,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,335,742	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$45,622	SecuritiesAmt
Other	$200,000	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$154,378	TotalRevenueColumnAmt
Exclusion	$154,378	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
CONTRACTED SERVICES	541900	$366,225	$366,225
TRUST MANAGEMENT FEES	541900	$35,708		$35,708

Field	Value	IRS element (for citing)
Other Revenue Total	$401,933	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$13,063,304	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,008,129	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$213,902	UnrelatedBusinessRevenueAmt
Exclusion	$998,213	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$440,629	TotalAmt
Program Services	$191,551	ProgramServicesAmt
Management And General	$89,963	ManagementAndGeneralAmt
Fundraising	$159,115	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,258,800	TotalAmt
Program Services	$3,098,663	ProgramServicesAmt
Management And General	$780,524	ManagementAndGeneralAmt
Fundraising	$379,613	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$908,069	TotalAmt
Program Services	$643,043	ProgramServicesAmt
Management And General	$166,360	ManagementAndGeneralAmt
Fundraising	$98,666	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$367,438	TotalAmt
Program Services	$257,734	ProgramServicesAmt
Management And General	$67,941	ManagementAndGeneralAmt
Fundraising	$41,763	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$55,190	TotalAmt
Management And General	$55,190	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$67,062	TotalAmt
Management And General	$67,062	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$66,584	TotalAmt
Management And General	$66,584	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$183,242	TotalAmt
Program Services	$2,586	ProgramServicesAmt
Management And General	$68,138	ManagementAndGeneralAmt
Fundraising	$112,518	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$122,112	TotalAmt
Program Services	$13,627	ProgramServicesAmt
Fundraising	$108,485	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$408,328	TotalAmt
Program Services	$176,314	ProgramServicesAmt
Management And General	$193,272	ManagementAndGeneralAmt
Fundraising	$38,742	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$675,892	TotalAmt
Program Services	$575,708	ProgramServicesAmt
Management And General	$88,825	ManagementAndGeneralAmt
Fundraising	$11,359	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$344,250	TotalAmt
Management And General	$344,250	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$607,523	TotalAmt
Program Services	$487,931	ProgramServicesAmt
Management And General	$99,226	ManagementAndGeneralAmt
Fundraising	$20,366	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$252,437	TotalAmt
Program Services	$237,026	ProgramServicesAmt
Management And General	$10,788	ManagementAndGeneralAmt
Fundraising	$4,623	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MAINTENANCE	$498,582	$466,182	$22,680	$9,720
SPECIAL EVENTS & PROGRA	$417,765	$397,801		$19,964
SECURITY EXPENSES	$381,798	$357,008	$17,353	$7,437
PRINTING & PUBLICATIONS	$134,188			$134,188

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$126,472	TotalAmt
Program Services	$126,472	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$10,316,361	TotalAmt
Program Services	$7,031,646	ProgramServicesAmt
Management And General	$2,138,156	ManagementAndGeneralAmt
Fundraising	$1,146,559	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$601,153	BOYAmt
EOY	$574,201	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$52,000	BOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$92,803	BOYAmt
EOY	$150,101	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$71,863	BOYAmt
EOY	$44,435	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$51,607	BOYAmt
EOY	$60,768	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$21,682,589	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$16,085,131	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$6,023,759	BOYAmt
EOY	$5,597,458	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$9,289,580	BOYAmt
EOY	$12,017,093	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$3,109,073	BOYAmt
EOY	$3,159,321	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$19,291,838	BOYAmt
EOY	$21,603,377	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$808,196	BOYAmt
EOY	$1,315,717	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$512,330	BOYAmt
EOY	$223,322	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$8,111,514	BOYAmt
EOY	$6,750,781	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,797,362	BOYAmt
EOY	$2,820,546	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$12,229,402	BOYAmt
EOY	$11,110,366	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	-$3,147,776	BOYAmt
EOY	$95,340	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,210,212	BOYAmt
EOY	$10,397,671	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,062,436	BOYAmt
EOY	$10,493,011	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$19,291,838	BOYAmt
EOY	$21,603,377	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$2,746,943	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$664,044	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$19,588	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,662,320	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,180,028	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,636,551	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,768,373	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,843,060	CurrentTaxYearAmt
Total	$25,090,332	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,662,320	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,180,028	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,636,551	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,768,373	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,843,060	CurrentTaxYearAmt
Total	$25,090,332	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$5,738,720	SubstantialContributorsTotAmt
Public Support Total170	$19,351,612	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,481,113	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$652,896	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$809,893	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$688,257	CurrentTaxYearMinus1YearAmt
Current Tax Year	$808,127	CurrentTaxYearAmt
Total	$4,440,286	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$29,530,618	TotalSupportAmt
Gross Receipts Rltd Activities	$19,313,372	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.65530	PublicSupportCY170Pct
Public Support PY170	0.75340	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,427,736	BeginningYearBalanceAmt
Contributions	$150,000	ContributionsAmt
Investment Earnings Or Losses	$754,902	InvestmentEarningsOrLossesAmt
Other Expenditures	$590,000	OtherExpendituresAmt
End Year Balance	$9,742,638	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$8,489,383	BeginningYearBalanceAmt
Contributions	$10,000	ContributionsAmt
Investment Earnings Or Losses	$1,328,353	InvestmentEarningsOrLossesAmt
Other Expenditures	$400,000	OtherExpendituresAmt
End Year Balance	$9,427,736	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$9,312,336	BeginningYearBalanceAmt
Contributions	$157,313	ContributionsAmt
Investment Earnings Or Losses	-$405,266	InvestmentEarningsOrLossesAmt
Other Expenditures	$575,000	OtherExpendituresAmt
End Year Balance	$8,489,383	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$7,804,886	BeginningYearBalanceAmt
Contributions	$713,000	ContributionsAmt
Investment Earnings Or Losses	$1,124,450	InvestmentEarningsOrLossesAmt
Other Expenditures	$330,000	OtherExpendituresAmt
End Year Balance	$9,312,336	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$6,648,762	BeginningYearBalanceAmt
Contributions	$752,816	ContributionsAmt
Investment Earnings Or Losses	$733,308	InvestmentEarningsOrLossesAmt
Other Expenditures	$330,000	OtherExpendituresAmt
End Year Balance	$7,804,886	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.82800	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.17200	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	$495,880	OtherCostOrOtherBasisAmt
Book Value	$495,880	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$18,276,151	OtherCostOrOtherBasisAmt
Depreciation	$13,770,498	DepreciationAmt
Book Value	$4,505,653	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,862,695	OtherCostOrOtherBasisAmt
Depreciation	$2,314,633	DepreciationAmt
Book Value	$548,062	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$47,863	OtherCostOrOtherBasisAmt
Book Value	$47,863	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,597,458	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	ASSETS HELD IN TRUST	Desc
Book Value	$3,159,321	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$3,159,321	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ANNUITY PAYMENT LIABILITY	Desc
Amt	$2,820,546	Amt

Field	Value	IRS element (for citing)
Total Liability	$2,820,546	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$13,680,352	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$664,044	NetUnrealizedGainsInvstAmt
Other Revenue	$19,588	OtherRevenueAmt
Revenue Not Reported	$683,632	RevenueNotReportedAmt
Revenue Subtotal	$12,996,720	RevenueSubtotalAmt
Investment Expenses Not Incld	$66,584	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$66,584	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$13,063,304	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$10,249,777	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$10,249,777	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$66,584	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$66,584	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$10,316,361	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART III, LINE 1A:	IN ACCORDANCE WITH OTHER PRESENTATION MATTERS - GENERAL (SUBTOPIC 360-45): DISCLOSURE OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS, OSV DOES NOT CAPITALIZE ITS COLLECTIONS AS AN ASSET IN THE STATEMENTS OF FINANCIAL POSITION. MUSEUM COLLECTIONS INCLUDE ANTIQUE BUILDINGS, ARTWORK AND OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PERIODICALLY, OSV DETERMINES THAT SOME COLLECTIONS ARE NOT APPROPRIATE TO THE MUSEUM'S PURPOSE AND WILL SELL OR DE-ACCESS CERTAIN PIECES. THE DE-ACCESSION PROCEEDS ARE TO BE UTILIZED AS DETERMINED BY THE BOARD OF TRUSTEES FOR FUTURE COLLECTION ACQUISITIONS UNLESS THE ORIGINAL DONOR HAS SPECIFIED A RESTRICTION ON THE DE-ACCESSION PROCEEDS.
PART III, LINE 4:	THE COLLECTIONS OF OLD STURBRIDGE VILLAGE INCLUDE THE CULTURAL ARTIFACTS, RESEARCH LIBRARY, VISUAL RESOURCE LIBRARY (PHOTOGRAPHIC), ARCHIVES, ARCHAEOLOGICAL, HISTORIC STRUCTURES, AND LIVING (BOTH LIVESTOCK AND PLANT) COLLECTIONS. EACH OF THESE COLLECTIONS IS VITAL TO THE MUSEUM'S MISSION AND SUPPORTS ITS COMMITMENT TO PRESERVING, RESEARCHING AND INTERPRETING THE HISTORY AND LIFE OF RURAL NEW ENGLAND.
PART V, LINE 4:	OSV'S ENDOWMENT CONSISTS OF NUMEROUS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY U.S. GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. OSV CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF GIFTS DONATED IN PERPETUITY, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS IN PERPETUITY, AND (C) ACCUMULATIONS TO THE 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 REMAINS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY OSV IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY MASSACHUSETTS LAW. IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT, OSV MAY 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. - THE INVESTMENT POLICIES OF OSV. OSV HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS BOARD DESIGNATED FUND 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 OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE AN AVERAGE ANNUAL REAL TOTAL RETURN, NET OF INVESTMENT MANAGEMENT FEES, OF GREATER THAN 5% OVER A ROLLING THREE-YEAR PERIOD. IN ESTABLISHING THIS POLICY, OSV CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, OSV RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST, DIVIDENDS, ETC.). OSV HAS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. OSV'S BOARD OF TRUSTEES ESTABLISHED AN INVESTMENT SPENDING POLICY. UNDER THIS POLICY, THE BOARD OF TRUSTEES APPROPRIATED 5% OF THE AVERAGE MARKET VALUE OF OSV'S INVESTMENT PORTFOLIO OVER THE PREVIOUS TWELVE QUARTERS FOR OPERATIONS.
PART X, LINE 2:	OSV ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. OSV HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JANUARY 31, 2021. OSV'S INFORMATION AND TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 19,588.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	Yes (X)	IndependentConsultantInd
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	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	JAMES DONAHUE	PersonNm
Title	PRESIDENT	TitleTxt
Base Compensation Filing Org	$242,626	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$12,187	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$254,813	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 3	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION DETERMINES COMPENSATION OF ITS CEO, OFFICERS AND KEY EMPLOYEES BY COMPARISONS TO COMPENSATION LEVELS FOR SIMILAR POSITIONS AT OTHER MUSEUMS/NON-PROFIT ORGANIZATIONS WITH COMPARABLE BUDGETS AND SCOPE OF OPERATIONS. IN CONNECTION WITH THE CEO'S MOST RECENT CONTRACT, THE ORGANIZATION RECEIVED AN OPINION DESIGNED TO MEET IRS REQUIREMENTS FROM AN INDEPENDENT COMPENSATION CONSULTANT.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
MICHAEL BROCKELMAN
TRUSTEE IS A PARTNER AT A LAW FIRM THAT PROVIDED SERVICES TO OSV.	$53,358	FOLLOWED CONFLICT OF INTEREST POLICY.	0
PAUL SCULLY
TRUSTEE IS THE PRESIDENT/CEO OF THE BANK OSV UTILIZES	$6,640,596	OSV HAS DEPOSITORY AND DEBT ACCOUNTS WITH THE BANK THAT PAUL SCULLY IS THE PRESIDENT/CEO OF. OSV HAD OUTSTANDING PRINCIPAL DEBT BALANCES OF $6,640,596 AT JANUARY 31, 2021 WITH THE BANK.	0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$10,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Art Historical Treasures ArtHistoricalTreasuresGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	11	ContributionCnt
Noncash Contributions Rpt F990	$9,241	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$355	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	34	ContributionCnt
Noncash Contributions Rpt F990	$481,558	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1728	ContributionCnt
Noncash Contributions Rpt F990	$519	NoncashContributionsRptF990Amt
Method Of Determining Revenues	WHOLESALE COST	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MERCHANDISE	0	$19,500	FMV
Yes (X)	CHRISTMAS TREES	40	$2,960	RETAIL COST

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, ITEM C	DBA: OLD STURBRIDGE VILLAGE
FORM 990, PART VI, SECTION B, LINE 11B	A DRAFT WILL BE REVIEWED BY THE AUDIT COMMITTEE AND SHARED ELECTRONICALLY WITH THE BOARD BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12C	THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTERESTS POLICY ANNUALLY IN ORDER TO ENSURE THAT THE ORGANIZATION'S BOARD OF DIRECTORS ARE REGULARLY AND CONSISTANTLY MONITORING AND ENFORCING IT.
FORM 990, PART VI, SECTION B, LINE 15	THE ORGANIZATION DETERMINES COMPENSATION OF ITS CEO, OFFICERS AND KEY EMPLOYEES BY COMPARISONS TO COMPENSATION LEVELS FOR SIMILAR POSITIONS AT OTHER MUSEUMS/NON-PROFIT ORGANIZATIONS WITH COMPARABLE BUDGETS AND SCOPE OF OPERATIONS. IN CONNECTION WITH THE CEO'S MOST RECENT CONTRACT, THE ORGANIZATION RECEIVED AN OPINION DESIGNED TO MEET IRS REQUIREMENTS FROM AN INDEPENDENT COMPENSATION CONSULTANT.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION WILL SEND DOCUMENTS ELECTRONICALLY IF REQUESTED. PHOTOCOPIES WILL BE MADE UPON REQUEST FOR A SMALL FEE TO COVER COSTS.
FORM 990, PART XI, LINE 9:	CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 19,588.
FORM 990, PART XII, LINE 2C:	THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT AND REVIEW OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR.