2019-10-21T13:54:49-05:00 2018-12-31 472076095 Pucci Greene & Fusaro LLC 110 Airport Road Westerly RI 02891 990 2018-01-01 237352670 Orlando R Smith Trust ORLA 4015965704 124 Granite Street Westerly RI 02891 Maureen J Bjorkland President 4015965704 2019-10-21 1 Stephen M Greene CPA P00191823 4015961926 2019-10-18 X 24.249.27.201 2019-10-21 13:54:46 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7A767D31B798E1771F472C412B55817E416C3B73 2018 2020-01-14 16:20:31Z Maureen J Bjorkland 124 Granite Street Westerly RI 02891 117712 0 X babcocksmithhouse.org X 1972 RI To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public. 10 10 0 40 0 0 49527 84784 1450 1928 6264 8356 22638 22042 79879 117110 0 0 0 0 0 0 0 0 8072 86435 89887 86435 89887 -6556 27223 847102 846487 2693 2586 844409 843901 To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public. 0 0 73989 The Trust is organized to maintain an historic Museum with period furnishings, circa 1734, for the general public (over 1,000 visitors annually) and to provide educational tours for all area fifth grade students and teachers (upwards of 400 visitors each school year). The Trust also provides the Museum and Carriage House as the frequent meeting place for both the Westerly Historical Society (several hundred visitors annually) and the Babcock Smith House Docents (several hundred visitors annually). 73989 1 1 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 1 0 1 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 X Maureen J Bjorkland 4013481379 23 Broad Street Westerly RI 02891 X John B Coduri President 15.00 X X 0 0 0 Betty-Jo Cugini Trustee 5.00 X 0 0 0 Edward A Fazio Trustee 10.00 X 0 0 0 Ellen L Madison Trustee 10.00 X 0 0 0 Stephen M Greene Trustee 1.00 X 0 0 0 Jacqueline F Brennan Trustee 5.00 X 0 0 0 Maureen J Bjorkland Treasurer 10.00 X X 0 0 0 Linda Smith Chafee Trustee 10.00 X 0 0 0 Susan S Brocato Secretary 5.00 X X 0 0 0 Anthony Smith Trustee 10.00 X 0 0 0 0 0 0 0 0 0 0 0 X 35674 49110 84784 Admissions 713990 1518 1518 Programs 713990 410 410 1928 8356 8356 21469 0 21469 21469 21469 1111 602 509 509 Miscellaneous 900099 64 64 64 117110 1992 0 30334 4340 3906 434 1061 849 212 1808 1265 181 362 743 595 74 74 12331 9865 1233 1233 26000 20800 2600 2600 8257 6605 826 826 Repairs & Maintenance 9054 8149 905 Lawn Care / Snow Remova 7068 5654 707 707 Dr. Babcock Video 7000 7000 Telephone 3330 2331 333 666 8895 6970 533 1392 89887 73989 7826 8072 45625 59137 38288 38344 500 0 14910 14308 1206 1190 798047 407084 401101 390963 345472 342545 847102 846487 2393 2286 300 300 2693 2586 X 840319 839811 4090 4090 844409 843901 847102 846487 X 27223 -27791 60 X 0 0 0 X 48048 42036 52664 49527 84784 277059 48048 42036 52664 49527 84784 277059 277059 33398 30313 29686 28902 30398 152697 429756 8979 0.64470 0.71900 X X X X 0 70160 70160 636684 320861 315823 91203 86223 4980 390963 Security Deposit 300 300 Part III, Line 1a: N/A Part III, Line 4: The Trust owns period furnishings from the 18th and 19th centuries displayed throughout the Museum building to support the mission of providing an historic Museum (circa 1734) for educational purposes and for the general public. The Trust also owns extensive Granite Industry documentation from the 19th and 20th centuries of great research value that is available for public use and is in fact used by the public on an increasing basis. Form 990, Part VI, Section A, line 2 Betty-Jo Cugini and Stephen M Greene, both Trustees, are a married couple. Form 990, Part VI, Section A, line 4 The Trust petitioned the RI Superior Court in September, 2019, and was granted approval, to restate the Trust Under the Will of Orlando R. Smith dated January 26, 1932. The Restatement confirms the original Trust and Amends primarily one provision, detailed in new Article VII, allowing additional self-government by the Trustees for the purpose of not requiring a change in Trustees to be approved by said Superior Court. Said Petition is hereby attached. Form 990, Part VI, Section A, line 6 Line 6 explanation - Membership categories are indications of level of cash contributions. Members have no involvement in governance or compliance issues. Form 990, Part VI, Section B, line 11b Line 11a explanation - A minimum of two Trustees review Form 990 prior to it's filing. Form 990 is made available to all Trustees for review and comment. Form 990, Part VI, Section C, line 19 All documents required to be available to the general public are available to the public upon request of any Trustee. Form 990, Part VIII, Line 10 Sale of Inventory represents a book that Trustees of the Trust wrote and produced. The publication, "Built From Stone", focuses entirely on the history of the Granite Industry in the geographic region over a 100 year period. All proceeds remain within the Trust. Sale of Inventory also includes a DVD documentary done by one Trustee called "Carved From Stone" that also reflects the history of the Granite Industry at that time and over the same region. All proceeds also remain within the Trust. Form 990, Part XI, line 9: Other 60.