2020-07-15T17:10:03-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 300 CROWN COLONY DRIVE SUITE 310 QUINCY MA 02169 990 2018-07-01 042108374 MASSACHUSETTS HISTORICAL SOCIETY MASS 6175361608 1154 BOYLSTON STREET BOSTON MA 02215 CATHERINE ALLGOR PRESIDENT 6175361608 2020-07-13 1 MICHAELA J CROMAR CPA P00895728 6179848100 67.137.57.251 2020-07-13 07:57:32 ED P 2F8038A1C35EF53546BED6153941B468BD598492 86F8558C6B0EFE4E5CB408553D891A5E7661590B 2018 2020-09-23 17:36:50Z CATHERINE ALLGOR 1154 BOYLSTON STREET BOSTON MA 02215 7465853 0 X WWW.MASSHIST.ORG X 1791 MA THE MHS IS A CENTER OF LEARNING DEDICATED TO A DEEPER UNDERSTANDING OF THE AMERICAN EXPERIENCE. 22 21 70 295 -136137 -245108 3605652 2830902 210681 155392 550747 3529982 -11666 28210 4355414 6544486 144113 150125 0 0 4017193 4352336 0 0 537230 2095218 2763114 6256524 7265575 -1901110 -721089 98619321 103104558 2336559 2236124 96282762 100868434 X THE MASSACHUSETTS HISTORICAL SOCIETY IS A CENTER OF RESEARCH AND LEARNING DEDICATED TO A DEEPER UNDERSTANDING OF THE AMERICAN EXPERIENCE. THROUGH ITS COLLECTIONS, SCHOLARLY PURSUITS, AND PUBLIC PROGRAMS, THE SOCIETY SEEKS TO NURTURE A GREATER APPRECIATION FOR AMERICAN HISTORY AND FOR THE IDEAS, VALUES, SUCCESSES, AND FAILURES THAT BIND US TOGETHER AS A NATION. 0 0 4705986 150125 155392 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.PROGRAM HIGHLIGHTS AND DESCRIPTION: 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 PRESIDENTS - JOHN ADAMS, JOHN QUINCY ADAMS, AND THOMAS JEFFERSON. THROUGH ITS RESEARCH LIBRARY, ONLINE RESOURCES, PUBLICATIONS, EXHIBITIONS, AND PROGRAMS, 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 ONE OF THE REGION'S MAJOR VENUE FOR HISTORY PRESENTATIONS, THE MHS PRODUCED TWO EXHIBITIONS THAT WERE THEMATIC, TOLD STORIES, AND EXPLORED HOW BOSTON DESIGN OF THE PAST IS REFLECTED IN CULTURE TODAY. VIRTUALLY FORGOTTEN FOR TWO-HUNDRED YEARS, THE BRILLIANCE OF ISAAC VOSE AND HIS FURNITURE WERE REVEALED IN ENTREPRENEURSHIP & CLASSICAL DESIGN IN BOSTON'S SOUTH END. THE EXHIBITION SHOWCASED A NUMBER OF PIECES BY THE WORKSHOP OF ISAAC VOSE THROUGH THE VISION OF GUEST CURATORS AND AUTHORS ROBERT MUSSEY AND CLARK PEARCE. THE EXHIBITION AND ACCOMPANYING BOOK, WHICH HAS SINCE WON MAJOR AWARDS, HELPED TO RESTORE VOSE FROM RELATIVE OBSCURITY TO HIS RIGHTFUL POSITION AS ONE OF BOSTON'S MOST IMPORTANT CRAFTSMEN. IN FASHIONING THE NEW ENGLAND FAMILY, VISITORS EXPLORED THE WAYS IN WHICH THE MULTIPLE MEANINGS OF FASHION AND FASHIONABLE GOODS ARE REFLECTED IN PATTERNS OF CONSUMPTION AND REFASHIONING, RECYCLING, AND RETAINING FAVORITE FAMILY PIECES. THE EXHIBITION FEATURED EXAMPLES OF CLOTHING, FABRIC, ACCOUTREMENTS, AND ASSOCIATED MANUSCRIPTS. MANY OF THE ITEMS FEATURED HAD NEVER BEEN EXHIBITED FOR THE PUBLIC OR SEEN IN LIVING MEMORY.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 A GENERAL AUDIENCE ATTRACTED MORE THAN 3,700 ATTENDEES AT 64 PROGRAMS OVER THE COURSE OF THE YEAR. THE SOCIETY OFFERED SCHOLARS AND OTHERS WHO JOINED US FOR ACADEMIC PRESENTATIONS A TOTAL OF 73 PROGRAMS-34 SEMINARS IN 7 SERIES, 38 BROWN-BAG LUNCH PROGRAMS, AND A RECEPTION AT THE START OF THE ACADEMIC YEAR TO INTRODUCE THE SOCIETY TO GRADUATE STUDENTS. THE MHS ALSO OFFERS AN ENGAGING ARRAY OF PROGRAMS AND RESOURCES TO K-12 TEACHERS AND STUDENTS INCLUDING WORKSHOPS, FELLOWSHIP OPPORTUNITIES, AND CURRICULUM RESOURCES. THIS PAST YEAR, 57 SUCH TEACHER PROGRAMS AND WORKSHOPS TOOK PLACE. COMMITTED TO USING ITS UNIQUE RESOURCES TO IMPROVE AND SUPPORT THE TEACHING OF AMERICAN HISTORY IN ALL K-12 CLASSROOMS, THE CENTER FOR THE TEACHING OF HISTORY AT THE MASSACHUSETTS HISTORICAL SOCIETY PROMOTES HISTORY AND CIVICS EDUCATION AND IS AMONG THE NATION'S PREMIER RESOURCES PROVIDING FOR EDUCATORS. IT SUPPORTS INNOVATIVE AND BEST PRACTICES IN TEACHING HISTORY THROUGH PROGRAMS, WEB-BASED RESOURCES, FELLOWSHIPS, AND ITS SUPPORT OF NATIONAL HISTORY DAY. RESEARCH - 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. VISITORS CAN ENJOY PUBLIC TALKS, TOURS, EXHIBITIONS, SCHOLARLY SEMINARS AND CONFERENCES, AND GAIN ACCESS TO OUR UNPARALLELED COLLECTIONS THROUGH OUR RESEARCH LIBRARY AND OUR WEBSITE. THE MHS OFFERS MORE THAN 30 RESEARCH FELLOWSHIPS IN FOUR ANNUAL COMPETITIONS, AND PROVIDES SUPPORT AND ASSISTANCE TO MORE THAN 600 SCHOLARS EVERY YEAR. THE MHS WELCOMES A WIDE VARIETY OF RESEARCHERS-REPRESENTING 35 COUNTRIES AND ALL 50 STATES-FROM HIGH SCHOOL STUDENTS, TO 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 ADAM PAPERS EDITORIAL PROJECT. FOUNDED IN 1954, THE ADAM PAPERS 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 MASSACHUSETTS HISTORICAL SOCIETY FORMS THE NUCLEUS OF THE PROJECT, ALTHOUGH THE EDITORS HAVE GATHERED MORE THAN 27,000 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. 4705986 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 0 0 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 74 0 70 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 21 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA CA ID OK OR X X WILLIAM TSOULES 6175361608 1154 BOYLSTON STREET BOSTON MA 02215 CATHERINE ALLGOR PRESIDENT 35.00 X X 261003 0 26963 PAUL W SANDMAN CHAIR 3.00 X X 0 0 0 BENJAMIN C ADAMS VICE CHAIR 3.00 X X 0 0 0 OLIVER F AMES VICE CHAIR 3.00 X X 0 0 0 JUDITH BRYANT WITTENBERG SECRETARY 3.00 X X 0 0 0 ANTHONY H LENESS TREASURER 3.00 X X 0 0 0 ANNE CRAIGE MCNAY TRUSTEE 3.00 X 0 0 0 EDWARD B BALDINI TRUSTEE 3.00 X 0 0 0 BYRON RUSHING TRUSTEE 3.00 X 0 0 0 CLAIRE NEE NELSON TRUSTEE 3.00 X 0 0 0 EDWARD L WIDMER TRUSTEE 3.00 X 0 0 0 FREDERICK G PFANNENSTIEHL TRUSTEE 3.00 X 0 0 0 G MARSHALL MORIARTY TRUSTEE 3.00 X 0 0 0 G NATHANIEL JEPPSON TRUSTEE 3.00 X 0 0 0 JOHN O'LEARY TRUSTEE 3.00 X 0 0 0 LEVIN H CAMPBELL JR TRUSTEE 3.00 X 0 0 0 R NEWCOMB STILLWELL TRUSTEE 3.00 X 0 0 0 ROBERT G RIPLEY JR TRUSTEE 3.00 X 0 0 0 WILLIAM N THORNDIKE TRUSTEE 3.00 X 0 0 0 PROF NANCY COTT TRUSTEE 3.00 X 0 0 0 PROF ANNETTE GORDON-REED TRUSTEE 3.00 X 0 0 0 RENE F JONES TRUSTEE 3.00 X 0 0 0 LISA B NURME TRUSTEE 3.00 X 0 0 0 JAMES W SEGAL TRUSTEE 3.00 X 0 0 0 MICHAEL SHEA TRUSTEE 3.00 X 0 0 0 WILLIAM TSOULES VP &CFO 35.00 X 128389 0 28264 BRENDA LAWSON VP OF COLLECTION SERVICES 35.00 X 132625 0 25275 PETER DRUMMEY LIBRARIAN 35.00 X 129173 0 11921 SARA MARTIN EDITOR IN CHIEF 35.00 X 110094 0 24861 761284 0 117284 5 0 1 0 0 291821 236500 2302581 707342 2830902 SEMINARS, CONFERENCES, WORKSHOPS 519100 63445 63445 MEMBERSHIP & FELLOW DUES 519100 55070 55070 READING ROOM REVENUE 519100 31611 31611 SALE OF PUBLICATIONS 511120 5266 5266 155392 105803 -136137 241940 26822 26822 6668 8074 -1406 -1406 -1406 4254126 829947 3424179 3424179 3424179 49800 291821 83346 -33546 -33546 OTHER INCOME 900099 36340 36340 36340 6544486 155392 -136137 3694329 5000 5000 145125 145125 451883 329018 122865 3204873 2567973 411008 225892 101012 77324 21282 2406 343446 254370 73670 15406 251122 166220 70162 14740 2938 2938 859694 859694 57264 31622 22561 3081 68124 34288 17743 16093 128341 75609 20483 32249 377999 305097 52523 20379 5361 3548 1499 314 11698 11698 46835 46835 447134 397949 31300 17885 65383 51308 10141 3934 OUTREACH 246069 212263 33806 PROGRAM EXPENSES 244961 244961 CULTIVATION EXPENSES 85248 15495 17675 52078 PURCH. & SALE OF COLLEC 70889 70889 45176 35247 21 9908 7265575 4705986 2022359 537230 347624 238136 2918959 2856008 1112546 987397 24498 169698 141089 126591 18022962 7318112 11003978 10704850 82595066 87613214 475561 408664 98619321 103104558 360639 387912 465452 452479 1261235 1173891 249233 221842 2336559 2236124 X 38424365 39795195 41485954 44011602 16372443 17061637 96282762 100868434 98619321 103104558 -721089 5306761 0 X 0 1 X 1 0 X 2507894 2751581 2677607 3605652 2830902 14373636 2507894 2751581 2677607 3605652 2830902 14373636 371154 14002482 422428 41732 45691 67949 139293 717093 16552 11363 21797 12237 36340 98289 15189018 995312 0.92190 0.88650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 82595066 689193 7871247 3471403 70889 87613214 78940757 63700 7045858 2367439 1087810 82595066 69284487 149544 13937204 3410056 1020422 78940757 75936781 128329 -2645956 3293867 840800 69284487 76295401 484236 2925719 3154045 614530 75936781 0.32690 0.19470 0.47840 0 0 200000 200000 16684428 6576062 10108366 979453 742050 237403 159081 159081 10704850 SPLIT-INTEREST AGREEMENTS 221842 221842 X 11012085 5306761 91420 5398181 5613904 859693 70889 930582 6544486 6426413 91420 91420 6334993 859693 70889 930582 7265575 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, 2019, 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: RECLASS OF FUNDRAISING EXPENSES 83,346. RECLASS OF RENTAL EXPENSES 8,074. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF PURCHASE & SALE OF COLLECTIONS 70,889. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF FUNDRAISING EXPENSES 83,346. RECLASS OF RENTAL EXPENSE 8,074. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF PURCHASE & SALE OF COLLECTIONS 70,889. MAKING HISTORY GALA 341621 291821 49800 11400 62719 320 8907 341621 291821 49800 11400 62719 320 8907 83346 -33546 1 FELLOWSHIPS 37 145125 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 0 0 0 0 0 0 0 0 0 CATHERINE ALLGOR PRESIDENT 244481 0 0 0 16522 0 10440 0 16523 0 287966 0 0 0 WILLIAM TSOULES VP &CFO 105103 0 158 0 23128 0 5136 0 23128 0 156653 0 0 0 BRENDA LAWSON VP OF COLLECTION SERVICES 110275 0 2372 0 19978 0 5297 0 19978 0 157900 0 0 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. X 9 707342 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 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. PER THE BYLAWS THE FELLOWS ELECT THE BOARD. THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR ALMOST ALL GOVERNANCE DECISIONS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO MEETINGS HELD BY COMMITTEES OUTSIDE OF THE GOVERNING BODY. 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 2019. 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 2019. 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. FOUNDING FATHERS PAPERS INC C/O PRINCETON UNIVERSITY 701 CARNEG PRINCETON NJ 08540 222365602 CARRY OUT PURPOSES OF FOUNDING FATHERS EDITORIAL PROJECTS NJ 501(C)(3) LINE 12A, I N/A 0 NEW ENGLAND REGIONAL FELLOWSHIP CONSORTIUM C/O MASSACHUSETTS HISTORICAL SOCIET BOSTON MA 02215 550868208 SEE PART VII 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