2021-05-12T11:05:24-05:00 2020-06-30 050392605 MULLEN SCORPIO & CERILLI 67 CEDAR STREET PROVIDENCE RI 02903 990 2019-07-01 050259110 THE RHODE ISLAND HISTORICAL SOCIETY RHOD 4013318575 110 BENEVOLENT STREET PROVIDENCE RI 02906 CHRISTIANA MORGAN GREFE EXECUTIVE DIRECTOR 4013318575 2021-05-10 1 ANTHONY W SCORPIO P01360145 4017513860 2021-05-10 2019 2022-09-23 18:48:47Z CHRISTIANA MORGAN GREFE 110 BENEVOLENT STREET PROVIDENCE RI 02906 12411477 0 X WWW.RIHS.ORG X 1822 RI THE RHODE ISLAND HISTORICAL SOCIETY IS DEDICATED TO COLLECTING, PRESERVING, AND SHARING RHODE ISLAND'S HISTORY. 27 27 58 131 10308 -8005 868592 851433 87708 55489 2542324 830465 79382 53854 3578006 1791241 0 0 0 0 1632189 1694240 0 0 202782 961073 849776 2593262 2544016 984744 -752775 25436357 24651841 203136 445708 25233221 24206133 THE RHODE ISLAND HISTORICAL SOCIETY'S PRIMARY MISSION IS HONORING, INTERPRETING, AND SHARING RHODE ISLAND'S PAST TO ENRICH THE PRESENT AND INSPIRE THE FUTURE. 0 0 633505 10966 LIBRARY PROGRAM - THE RHODE ISLAND HISTORICAL SOCIETY'S ROBINSON RESEARCH CENTER HAS OVER 100,000 VOLUMES RELATING TO THE HISTORY OF RHODE ISLAND AND SURROUNDING NEW ENGLAND. THIS RESEARCH CENTER ALSO HOLDS MORE THAN 1,000 MANUSCRIPTS, 200,000 IMAGES, AND 9 MILLION FEET OF MOTION PICTURE FILM, 19,000 PRINTS, 3,400 SOUND RECORDINGS, 20,000 ARCHITECTURAL DRAWINGS. 686306 22816 MUSEUM PROGRAM - THE RIHS OPERATES TWO MUSEUMS, THE JOHN BROWN HOUSE MUSEUM AND THE MUSEUM OF WORK AND CULTURE, AS WELL AS OPERATING THE ALDRICH HOUSE, WHICH SERVES AS ITS HEADQUARTERS, EVENT VENUE, AND EDUCATIONAL SPACE. THE MUSEUM OF WORK AND CULTURE ALSO SERVES AS A VISITORS' CENTER FOR THE BLACKSTONE RIVER VALLEY. IN ADDITION, THE JOHN BROWN HOUSE MUSEUM SERVES AS THE PRIMARY LOCATION OF OUR MUSEUM ARTIFACTS, WHICH NUMBER OVER 20,000. 342371 34400 EDUCATION PROGRAM - THE GOFF CENTER FOR EDUCATION AND PUBLIC PROGRAMS, THE STAFF OF WHICH IS LOCATED AT THE JOHN BROWN HOUSE MUSEUM, OVERSEES THE RIHS'S EDUCATIONAL WORK AS IT RELATES TO PUBLIC PROGRAMS RELATED TO RI AND AMERICAN HISTORY, TEACHER PROFESSIONAL DEVELOPMENT IN THE FIELD OF RI AND AMERICAN HISTORY, PRIMARY DOCUMENT-BASED CURRICULUM DEVELOPMENT, UNIT PLANS, STUDENT TOURS, AND WRITTEN MATERIALS, INCLUDING OUR 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. 1662182 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 17 0 58 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X CHARMYNE GOODFELLOW 4013318575 110 BENEVOLENT STREET PROVIDENCE RI 02906 STANLEY G WEISS BOARD CHAIR'S APPOINTMENT 0.50 X 0 0 0 WINIFRED E BROWNELL PHD FIRST VICE CHAIR 0.50 X X 0 0 0 MICHAEL L BAKER JR CPA TRUSTEE 0.50 X 0 0 0 ROBERT H SLOAN JR CLU CHFC SECRETARY 0.50 X X 0 0 0 TIMOTHY N BURDITT TRUSTEE 0.50 X 0 0 0 ANTHONY CALANDRELLI SECOND VICE CHAIR 0.50 X X 0 0 0 MICHAEL T EADIE TRUSTEE 0.50 X 0 0 0 ANDREW M ERICKSON CPCU TRUSTEE 0.50 X 0 0 0 GEORGE M GOODWIN PHD TRUSTEE 0.50 X 0 0 0 BARRY G HITTNER ESQ TRUSTEE 0.50 X 0 0 0 EDWARD A IANNUCCILLI MD TRUSTEE 0.50 X 0 0 0 JAMES WING TRUSTEE 0.50 X 0 0 0 JAMES P LORING CPA CFA TRUSTEE 0.50 X 0 0 0 BENJAMIN D LUX TRUSTEE 0.50 X 0 0 0 LISA E MELTON TRUSTEE 0.50 X 0 0 0 PETER J MINIATI CFP JD TRUSTEE 0.50 X 0 0 0 ALEK A DYKEMAN TREASURER 0.50 X X 0 0 0 HEATHER H EVANS TRUSTEE 0.50 X 0 0 0 THEODORE W SMALLETZ TRUSTEE 0.50 X 0 0 0 MARY C SPEARE TRUSTEE 0.50 X 0 0 0 BARBARA J THORNTON AIA TRUSTEE 0.50 X 0 0 0 LANE TALBOT SPARKMAN EX-OFFICIO 0.50 X 0 0 0 SCOTT MACKAY TRUSTEE 0.50 X 0 0 0 MAUREEN MOAKLEY PHD TRUSTEE 0.50 X 0 0 0 MARCUS P NEVIUS PHD TRUSTEE 0.50 X 0 0 0 ROBERTA E GOSSELIN TRUSTEE 0.50 X 0 0 0 LUTHER W SPOEHR PHD CHAIR 0.50 X X 0 0 0 PAUL A CROCE SCD TRUSTEE 0.50 X 0 0 0 C MORGAN GREFE EXECUTIVE DIRECTOR 37.50 X 146700 0 11877 146700 0 11877 1 0 1 0 0 61430 40404 133000 616599 6223 851433 ADMISSIONS INCOME 900099 45034 45034 PROGRAM REVENUE 900099 9222 9222 PUBLICATION SALES 453220 1233 1233 55489 496237 496237 466 466 12519 0 12519 12519 12519 10935931 10601703 334228 334228 334228 13454 40404 14266 -812 -812 22947 4267 18680 18680 10308 0 10308 10308 ADMINISTRATIVE FEES 900099 9580 9580 MISCELLANEOUS 900099 3113 3113 12693 1791241 68182 10308 861318 171376 68550 85688 17138 1206407 830309 270131 105967 38407 27497 9575 1335 167532 99037 39577 28918 110518 72661 28052 9805 20500 20500 95227 95227 66799 42855 5382 18562 5823 599 5130 94 88643 66829 21814 13824 10780 2336 708 232768 194713 38055 55088 45366 9273 449 REPAIRS AND MAINTENANCE 50586 37160 13388 38 PROGRAM EXPENSES 49331 48331 1000 0 AUTOMATION 32878 14339 9657 8882 MISCELLANEOUS 21717 18208 3191 318 116592 84948 21076 10568 2544016 1662182 679052 202782 125452 379673 386064 341799 83208 81958 12337 7163 16364 16078 17584 14748 6547376 3772293 2938865 2775083 20698357 19938009 1158126 1097330 25436357 24651841 194459 141874 8677 11572 0 292262 203136 445708 X 9484220 8820085 15749001 15386048 25233221 24206133 25436357 24651841 -752775 -274313 0 X X 0 1 X 1 0 X 994727 957841 886015 856694 749599 4444876 994727 957841 886015 856694 749599 4444876 1531361 2913515 626205 381339 512052 561267 509222 2590085 31202 29746 25571 11240 3112 100871 7135832 186971 0.40830 0.41080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 21124755 9017 444787 1253285 20325274 21439559 7095 842152 1164051 21124755 20907952 10017 1643332 1121742 21439559 15171196 4884473 1867666 1015383 20907952 16322808 16000 -319122 848490 15171196 0.26000 0.74000 1 0 636822 636822 2474217 1368168 1106049 2846870 2007291 839579 568235 385602 182633 21232 11232 10000 2775083 PPP LOAN PAYABLE 292262 292262 X 1440234 -274313 18533 -255780 1696014 95227 95227 1791241 2467322 18533 18533 2448789 95227 95227 2544016 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 18,533. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 18,533. MOWC SPRING EVENT 12198 9858 2340 1200 1619 SPRING FORWARD/FALL BACK 27215 21100 6115 4994 2 14445 9446 4999 5625 828 53858 40404 13454 1200 5625 7441 14266 -812 22947 2170 2097 0 22947 2170 2097 4267 18680 RI 1 0 1 0 1.00000 ANNE CONWAY 15 NOTRE DAME AVENUE CUMBERLAND RI 02864 0 ANNE CONWAY THE GAMING MANAGER KEEPS THE BOOKS AND RECORDS OF ALL GAMING ACTIVITIES, AND IS IN CHARGE OF MANAGING ALL GAMING ACTIVITIES. X 0 1 0 0 0 0 0 0 0 0 0 C MORGAN GREFE EXECUTIVE DIRECTOR 146700 0 0 0 0 0 6286 0 5591 0 158577 0 0 0 X 14 0 PRICELESS X 0 PRICELESS X 630 0 PRICELESS X OTHER MANUSCRIPTS 121 0 PRICELESS X OTHER MANUSCRIPTS - COLLECTIONS NOT ITEMIZED 42 0 PRICELESS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE DEPUTY EXECUTIVE DIRECTOR FOR FINANCE AND ADMINISTRATION, AND THEN BY THE EXECUTIVE DIRECTOR, TREASURER, AND AUDIT CHAIR. IT IS THEN REFERRED TO THE AUDIT COMMITTEE FOR APPROVAL. THE AUDIT COMMITTEE THEN DISCUSSES WITH THE BOARD OF TRUSTEES. THE TRUSTEES ARE PROVIDED WITH A COPY OF THE FORM 990 UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C A BOARD MEMBER SHALL PROMPTLY DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRIOR TO ANY CONSIDERATION OF ANY MATTER IN WHICH A POTENTIAL CONFLICT OF INTEREST EXISTS. IF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER SHALL ABSTAIN FROM DISCUSSING OR VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION AND INFORMS THE BOARD OF TRUSTEES. ALL OTHER SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR, IN CONSULTATION WITH APPROPRIATE SENIOR STAFF AND BENCHMARKING, AND PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL AS A COMPLETE SALARY LINE, NOT AS INDIVIDUAL SALARIES, WHICH IS CONSIDERED A MANAGEMENT DUTY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE KEPT IN THE BUSINESS OFFICE AND COPIES CAN BE REQUESTED FOR PUBLIC INSPECTION. THE DOCUMENTS ARE ALSO AVAILABLE ON GUIDESTAR. . THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.