HISTORICAL SOCIETY OF OLD NEWBURY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HISTORICAL SOCIETY OF OLD NEWBURY (EIN 04-2173056)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2019-09-26
- IRS object ID
- 201912699349300501
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-26T05:49:10-07:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRITZ DEGUGLIELMO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ESSEX STREET | AddressLine1Txt |
| City | NEWBURYPORT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042173056 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Historical Society of Old Newbury | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 9784622681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 High Street | AddressLine1Txt |
| City | Newburyport | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 019503053 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Les Ferlazzo | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9784622681 | PhoneNum |
| Signature | 2019-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel E Schaffner CPA | PreparerPersonNm |
| PTIN | P00796903 | PTIN |
| Phone | 9784622161 | PhoneNum |
| Preparation | 2019-09-26 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.13.123.81 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-26 | IPDt |
| IP Tm | 05:48:42 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9325813F8D33C623A5B4A5043004254F148EC2F7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9325813F8D33C623A5B4A5043004254F148EC2F7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Les Ferlazzo | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 High Street | AddressLine1Txt |
| City | Newburyport | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,781,619 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.newburyhistory.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1877 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | To preserve and interpret the history of Old Newbury, which includes Newbury, Newburyport, and West Newbury from settlement until the present. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 240 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $98,138 | PYContributionsGrantsAmt |
| CY Contributions Grants | $798,234 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,665 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,327 | CYProgramServiceRevenueAmt |
| PY Investment Income | $85,461 | PYInvestmentIncomeAmt |
| CY Investment Income | $301,202 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,356 | PYOtherRevenueAmt |
| CY Other Revenue | $22,907 | CYOtherRevenueAmt |
| PY Total Revenue | $200,620 | PYTotalRevenueAmt |
| CY Total Revenue | $1,129,670 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $127,105 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $128,911 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $37,854 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $120,230 | PYOtherExpensesAmt |
| CY Other Expenses | $110,402 | CYOtherExpensesAmt |
| PY Total Expenses | $247,335 | PYTotalExpensesAmt |
| CY Total Expenses | $239,313 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$46,715 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $890,357 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,589,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,936,225 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,061 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,059 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,584,847 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,931,166 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To preserve and interpret the history of Old Newbury, which includes Newbury, Newburyport, and West Newbury from settlement until the present. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $117,578 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,327 | RevenueAmt |
| Desc | The preservation and exhibition of historic buildings, artwork, artifacts, documents, furniture and photographs relevant to the area through operation of the Cushing House Museum. This is accomplished through lectures, exhibits, educational programs, school tours, publications, a research library, and through cooperation with organizations interested in local history. | Desc |
| Total Program Service Expenses | $117,578 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | The Organization | PersonNm |
| Phone | 9784622681 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 High Street | AddressLine1Txt |
| City | Newburyport | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01950 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Lindsay Cavanagh | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sally Chandler | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Daniel Fionte | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| William Quigley | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Wanda Blanchard | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Alex Burke | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Emily Hoffman | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nancy Thurlow | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Doug Bolick | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Margaret Welch | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Welch | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jane Wild | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Cathy Strauss | ||||||
| Co-President | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dave Mack | ||||||
| Co-President | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| William Roy | ||||||
| Vice-President | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Les Ferlazzo | ||||||
| Treasurer | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Margaret McClure | ||||||
| Corresponding Secretary | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Lois Walker Valeo | ||||||
| Recording Secretary | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Susan Edwards | ||||||
| Executive Director | 40.00 | $70,000 | $0 | $3,049 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $70,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,049 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $14,105 | MembershipDuesAmt |
| Government Grants | $14,500 | GovernmentGrantsAmt |
| All Other Contributions | $769,629 | AllOtherContributionsAmt |
| Total Contributions | $798,234 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Program fees | 712120 | $4,984 | $0 | $0 |
| Museum activity | 712110 | $2,343 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,327 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,567 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $30,567 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $916,787 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $646,152 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $270,635 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $270,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $270,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $28,704 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $5,797 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,907 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,907 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,129,670 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,327 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $324,109 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,000 | TotalAmt |
| Program Services | $14,000 | ProgramServicesAmt |
| Management And General | $28,000 | ManagementAndGeneralAmt |
| Fundraising | $28,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,586 | TotalAmt |
| Program Services | $19,926 | ProgramServicesAmt |
| Management And General | $20,550 | ManagementAndGeneralAmt |
| Fundraising | $4,110 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,833 | TotalAmt |
| Program Services | $838 | ProgramServicesAmt |
| Management And General | $1,201 | ManagementAndGeneralAmt |
| Fundraising | $794 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,492 | TotalAmt |
| Program Services | $3,401 | ProgramServicesAmt |
| Management And General | $4,870 | ManagementAndGeneralAmt |
| Fundraising | $3,221 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,575 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,575 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,364 | TotalAmt |
| Program Services | $404 | ProgramServicesAmt |
| Management And General | $578 | ManagementAndGeneralAmt |
| Fundraising | $382 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,296 | TotalAmt |
| Program Services | $796 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,452 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,452 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,854 | TotalAmt |
| Program Services | $11,140 | ProgramServicesAmt |
| Management And General | $2,971 | ManagementAndGeneralAmt |
| Fundraising | $743 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,160 | TotalAmt |
| Program Services | $12,702 | ProgramServicesAmt |
| Management And General | $1,354 | ManagementAndGeneralAmt |
| Fundraising | $104 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Building and grounds | $27,988 | $27,988 | $0 | $0 |
| Subcontractors | $10,496 | $10,496 | $0 | $0 |
| Investment fees | $8,721 | $0 | $8,721 | $0 |
| Printing and postage | $6,522 | $3,261 | $3,261 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,974 | TotalAmt |
| Program Services | $12,626 | ProgramServicesAmt |
| Management And General | $1,348 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,313 | TotalAmt |
| Program Services | $117,578 | ProgramServicesAmt |
| Management And General | $83,881 | ManagementAndGeneralAmt |
| Fundraising | $37,854 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $647 | BOYAmt |
| EOY | $647 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,271 | BOYAmt |
| EOY | $175,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $149,065 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,065 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,000 | BOYAmt |
| EOY | $140,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,408,990 | BOYAmt |
| EOY | $1,619,942 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,589,908 | BOYAmt |
| EOY | $1,936,225 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,061 | BOYAmt |
| EOY | $5,059 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,061 | BOYAmt |
| EOY | $5,059 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406,222 | BOYAmt |
| EOY | $1,747,541 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,742 | BOYAmt |
| EOY | $42,742 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,883 | BOYAmt |
| EOY | $140,883 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,584,847 | BOYAmt |
| EOY | $1,931,166 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,589,908 | BOYAmt |
| EOY | $1,936,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $890,357 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$177,540 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$366,498 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,311 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $98,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $798,234 | CurrentTaxYearAmt |
| Total | $1,085,420 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,471 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,327 | CurrentTaxYearAmt |
| Total | $30,372 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,169 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $76,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $805,561 | CurrentTaxYearAmt |
| Total | $1,115,792 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,983 | CurrentTaxYearAmt |
| Total | $24,073 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,485 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,275 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,983 | CurrentTaxYearAmt |
| Total | $24,073 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,091,719 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,567 | CurrentTaxYearAmt |
| Total | $143,647 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,332 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,533 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,592 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,567 | CurrentTaxYearAmt |
| Total | $143,647 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,578 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,868 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,356 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,907 | CurrentTaxYearAmt |
| Total | $125,809 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,385,248 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78810 | PublicSupportCY509Pct |
| Public Support PY509 | 0.64110 | PublicSupportPY509Pct |
| Investment Income CY | 0.10370 | InvestmentIncomeCYPct |
| Investment Income PY | 0.16740 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt III Ln 12 | FormAndLineReferenceDesc |
| Explanation | Other Income Part III, Line 12 Description: Special events 2014: 12578. 2015: 28100. 2016: 49868. 2017: 12356. 2018: 22907. | ExplanationTxt |
Schedule B IRS990ScheduleB
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 |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $335,575 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,611 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $66,498 | OtherExpendituresAmt |
| End Year Balance | $290,688 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $316,281 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,469 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $175 | OtherExpendituresAmt |
| End Year Balance | $335,575 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $314,919 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,814 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $19,452 | OtherExpendituresAmt |
| End Year Balance | $316,281 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $332,333 | BeginningYearBalanceAmt |
| Contributions | $2,200 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,126 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,488 | OtherExpendituresAmt |
| End Year Balance | $314,919 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $358,768 | BeginningYearBalanceAmt |
| Contributions | $2,850 | ContributionsAmt |
| Investment Earnings Or Losses | $4,271 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $33,556 | OtherExpendituresAmt |
| End Year Balance | $332,333 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $140,000 | OtherCostOrOtherBasisAmt |
| Book Value | $140,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,065 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $140,000 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $957,927 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$177,540 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $5,797 | OtherRevenueAmt |
| Revenue Not Reported | -$171,743 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,129,670 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,129,670 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $245,110 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,797 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,797 | ExpensesNotReportedAmt |
| Expenses Subtotal | $239,313 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $239,313 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt X, Line 2 | The Society has adopted the application of the provisions of FASB ASC 740-10 (formerly FASB Interpretation No. 48, "Accounting For Uncertainty in Income Taxes"). The primary tax positions made by the Organization are the existence/non-existence of Unrelated Business Income Tax and the Society's status as an exempt organization under Section 501(c)(3) of the Internal Revenue Code. The Society currently evaluates all tax positions, and makes determinations regarding the likelihood of those positions being upheld under review. For the year presented, and as a result of adoption, the Society has not recognized any tax benefits or loss contingencies for uncertain tax positions based on its evaluations. The Society's Forms 990, Return of Organization Exempt from Income Tax, for the years ending March 31, 2019, 2018, 2017 and 2016 are subject to examination by the IRS, generally for 3 years after they are filed. |
| Pt III, Line 4 | The Society's collection consists of historic buildings, works of art, historical artifacts, and furniture. The collections are maintained for public exhibition, education and research in furtherance of public service, rather than for financial gain. |
| Pt III, Line 1a | In conformity with accounting policies generally followed by museums, the value of the Society's collection has been excluded from the statement of financial position, and gifts of art objects are excluded from revenue in the statement of activities. Purchases of collections and art objects are recorded as other decreases in net assets per the financial statements and not included in Part IX Statement of Functional Expenses on the Form 990. |
| Pt V, Line 4 | Permanently restricted net assets are to be held in an endowment account and the income can be used for general purposes and for the conservation of collections. Board designated funds are funds generated from the sale of items several years ago to be held intact. Any accretions to the fund over and above that amount may be used by the Collections Committee for acquisitions to the collection or for care of the collection. |
| Pt XI, Line 2d | Direct fundraising expenses of $5,797. |
| Pt XII, Line 2d | Direct fundraising expenses of $5,797. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Garden Tour | Event1Nm |
| Gross Receipts Event1 | $23,370 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $23,370 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,470 | OtherDirectExpensesEvent1Amt |
| Event2 | NONE | Event2Nm |
| Gross Receipts Total | $23,370 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $23,370 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,470 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,470 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,900 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | A copy of the Form 990 was provided to the Officers and Board of Directors for review and approval prior to filing. |
| Pt VI, Line 12c | This is achieved through self-reporting by board members and officers. |
| Pt VI, Line 19 | The Society makes its governing documents, policies and financial statements available to the public upon request. The financial statements and Form 990 are also available on the Guidestar website. In addition, the Massachusetts Form PC is available for public viewing on the Attorney General's website. |
| Pt XI | Other change in net assets is acquisition of collections of $366,498. |
| Form 990, Part IX, Line 24e | Bank and credit card fees 481. 0. 481. 0. |
| Form 990, Part IX, Line 24e | Hospitality 477. 477. 0. 0. |
| Form 990, Part IX, Line 24e | Curatorial & exhibition 4709. 4709. 0. 0. |
| Form 990, Part IX, Line 24e | Program expenses 2780. 2780. 0. 0. |
| Form 990, Part IX, Line 24e | Dues and subscriptions 675. 0. 675. 0. |
| Form 990, Part IX, Line 24e | NG Brown annuity 550. 550. 0. 0. |
| Form 990, Part IX, Line 24e | Website cost 192. 0. 192. 0. |
| Form 990, Part IX, Line 24e | Library expense 4110. 4110. 0. 0. |
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