HISTORIC DEERFIELD INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC DEERFIELD INC (EIN 04-2262880)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-09
- IRS object ID
- 201921309349300222
- Schema version
- 2017v2.3
- 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 | 2019-05-09T16:48:15-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CROWN COLONY DRIVE SUITE 310 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042262880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC DEERFIELD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 4137745581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 321 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH KALLMAN | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 4137745581 | PhoneNum |
| Signature | 2019-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDY DALEY | PreparerPersonNm |
| PTIN | P01294075 | PTIN |
| Phone | 6179848100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-24 | IPDt |
| IP Tm | 11:22:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 49D45E06031322FC5F433B8196F1C5D2180A31DD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 176E0DDB0ADBEEF1806F23B64525978F979EB107 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP ZEA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 84B OLD MAIN STREET | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,538,828 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HISTORIC-DEERFIELD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | HISTORIC DEERFIELD OPENS DOORS TO NEW PERSPECTIVES THAT INSPIRE PEOPLE TO SEEK A DEEPER UNDERSTANDING OF THEMSELVES, THEIR COMMUNITIES, AND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 214 | TotalEmployeeCnt |
| Total Volunteers | 84 | TotalVolunteersCnt |
| Total Gross UBI | $250,729 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$63,455 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $872,914 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,715,257 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $281,344 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,847,191 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,568,332 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,641,607 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,273,197 | PYOtherRevenueAmt |
| CY Other Revenue | $181,399 | CYOtherRevenueAmt |
| PY Total Revenue | $4,995,787 | PYTotalRevenueAmt |
| CY Total Revenue | $7,385,454 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,200 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,063,317 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,126,512 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $470,037 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,778,061 | PYOtherExpensesAmt |
| CY Other Expenses | $3,525,416 | CYOtherExpensesAmt |
| PY Total Expenses | $6,847,678 | PYTotalExpensesAmt |
| CY Total Expenses | $7,656,128 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,851,891 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$270,674 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,735,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,062,522 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,150,778 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,225,516 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,585,105 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $63,837,006 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HISTORIC DEERFIELD, INC. IS A MUSEUM OF EARLY AMERICAN HISTORY, ARCHITECTURE, AND THE DECORATIVE ARTS THAT RECOGNIZES A PARTICULAR RESPONSIBILITY FOR PRESERVING AND INTERPRETING THE BUILDINGS ENTRUSTED TO IT, THEIR UNIQUE SETTING IN THE TOWN OF DEERFIELD, AND THE COLLECTIONS IN THOSE BUILDINGS THE GOAL OF HISTORIC DEERFIELD IS TO PROVIDE THE TRAVELING PUBLIC, STUDENTS AND FAMILIES WITH A DAY-LONG EXPERIENCE IN A PLACE DEFINED BY AUTHENTICITY, HUMAN SCALE, PROFOUND HISTORIC PRESERVATION AND BEAUTY THAT DELIVERS AN UNDERSTANDING OF EARLY NEW ENGLAND LIFE WITH A MEMORABLE RECREATIONAL EVENT OF THE BEST POSSIBLE KIND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,048,149 | ExpenseAmt |
| Revenue | $301,311 | RevenueAmt |
| Desc | HISTORIC DEERFIELD IS A UNIQUE MUSEUM, WHICH MAINTAINS 55 BUILDINGS (12 OF WHICH ARE OPEN TO THE PUBLIC) AND FOCUSES ON THE SIGNIFICANCE OF SMALL-TOWN AMERICA TO OUR NATIONAL CULTURE. HISTORIC DEERFIELD OFFERS A BROAD RANGE OF PROGRAMMING RELATED TO THE CORE AREAS OF ITS MISSION: HISTORY, PRESERVATION, MATERIAL CULTURE STUDIES, AND NATURAL HISTORY. FAMILY PROGRAMMING AT THE HISTORY WORKSHOP DURING THE YEAR INCLUDED "GET THE BUZZ ON BEES," "SLOWING DOWN TO STAY IN TOUCH: COMMUNICATION BEFORE THE COMPUTER, AND BROOM MAKING. SPECIAL TOPIC PROGRAMS HIGHLIGHTED THE MUSEUM'S MATERIAL CULTURE IN THE AREAS OF EARLY AMERICAN FURNITURE, ENGLISH-MADE DELFTWARE AND EARLY STAFFORDSHIRE EARTHENWARE AND STONEWARES, WHILE FACULTY FROM THREE AREA COLLEGES PRESENTED A PANEL DISCUSSION RELATED TO REINTERPRETATIONS OF THE 17TH-CENTURY CONFLICT LATER REMEMBERED AS KING PHILIP'S WAR. ARCHAEOLOGY AND HISTORIC PRESERVATION ENTHUSIASTS ENJOYED A THREE-SESSION PROGRAM FEATURING LECTURES AND HANDS-ON ACTIVITIES AND THE BUILDING TRADES SYMPOSIUM FOCUSED ON NEW ENGLAND FRAMING OPTIONS IN THE MID-19TH CENTURY. EXHIBITIONS INCLUDED "ROCOCO: CELEBRATING 18TH-CENTURY DESIGN AND DECORATION" IN OBSERVANCE OF THE 300TH ANNIVERSARY OF THOMAS CHIPPENDALE'S BIRTH AND "INTO THE WOODS: CRAFTING EARLY AMERICAN FURNITURE" HIGHLIGHTS THE WORK OF DANIEL CLAY, A CABINETMAKER WHO WORKED IN NEARBY GREENFIELD, MASSACHUSETTS DURING THE EARLY YEARS OF THE 19TH CENTURY. THE VISITOR COUNT FOR THE PAST FISCAL YEAR WAS OVER 16,500. THIS PAST YEAR THE MUSEUM ADDED 85 OBJECTS TO ITS EXTENSIVE COLLECTION OF APPROXIMATELY 27,000 ARTIFACTS, WHILE THE LIBRARY ADDED 223 ITEMS TO ITS COLLECTION OF APPROXIMATELY 24,500 VOLUMES, MOST NOTABLY THE PAPERS OF ELISHA PORTER OF HADLEY, SHERIFF AND COLONEL OF MASSACHUSETTS TROOPS DURING THE REVOLUTION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $116,296 | ExpenseAmt |
| Grant | $4,200 | GrantAmt |
| Revenue | $8,940 | RevenueAmt |
| Desc | THE SUMMER FELLOWSHIP PROGRAM WAS ESTABLISHED IN 1956. THIS NINE-WEEK RESIDENTIAL PROGRAM IS DESIGNED FOR UNDERGRADUATE RISING SENIORS AND GRADUATING SENIORS. SIX FELLOWS COMPLETED THE PROGRAM LAST FISCAL YEAR AND OVER 450 HAVE COMPLETED THE PROGRAM SINCE ITS INCEPTION. OVER THREE QUARTERS OF SUMMER FELLOWS PURSUE CAREERS IN THE MUSEUM OR MATERIAL CULTURE FIELDS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,733,201 | ExpenseAmt |
| Revenue | $2,286,211 | RevenueAmt |
| Desc | THE DEERFIELD INN WAS PURCHASED BY HENRY AND HELEN GEIER FLYNT, THE FOUNDERS OF WHAT IS NOW KNOWN AS HISTORIC DEERFIELD INC., IN 1945. THE FLYNTS ENVISIONED HISTORIC DEERFIELD AS A QUINTESSENTIAL RURAL NEW ENGLAND VILLAGE WITH AUTHENTIC HISTORIC BUILDINGS DATING BACK TO 1714. A VISIT TO HISTORIC DEERFIELD IS CONSIDERED A TWENTY-FOUR HOUR EVENT AND IS MORE THAN SIMPLY TOURING A HOUSE OR ATTENDING A LECTURE. RATHER, IT IS AN EXPERIENCE THAT ENCOMPASSES WALKS ALONG OLD MAIN STREET, RECREATION, LEARNING, MEALS, AND PERHAPS AN OVERNIGHT STAY. IN ADDITION TO THE STORIES WE TELL OF THE PEOPLE WHO LIVED HERE, A RANGE OF OTHER EDUCATIONAL OPPORTUNITIES EXIST AS EDUCATION HAS ALWAYS BEEN AND REMAINS A STRONG COMPONENT OF HISTORIC DEERFIELD'S MISSION. THE DEERFIELD INN SUPPORTS THESE MUSEUM ACTIVITIES AS IT CATERS EVENTS AND MEALS, HOUSES AND FEEDS SPEAKERS AND PROGRAM PARTICIPANTS, AND IS AN IMPORTANT BACKDROP FOR DEVELOPMENT ACTIVITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $193,558 | ExpenseAmt |
| Revenue | $321,872 | RevenueAmt |
| Desc | THE MUSEUM GIFT SHOP AND BOOKSTORE FEATURES BOOKS WITH A REGIONAL FOCUS AND AMERICAN ARTISANS WHO OFFER HISTORIC CRAFTS FOR A CONTEMPORARY AUDIENCE. A COLLECTION OF CHILDREN'S ITEMS AND BOOKS DELIGHT PARENTS AND CHILDREN ALIKE WHILE GIFTS BASED ON ITEMS FROM THE MUSEUM'S COLLECTION GIVE VISITORS A PIECE OF HISTORIC DEERFIELD TO TAKE WITH THEM. THE STORE ALSO OFFERS POP-UP SHOPS FOR LOCAL ARTISTS. THE GIFT SHOP SERVED OVER 21,000 VISITORS THIS PAST FISCAL YEAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $193,558 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $321,872 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,091,204 | 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 | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 214 | 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 | 0 | QuidProQuoContributionsInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH KALLMAN | PersonNm |
| Phone | 4137757167 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HISTORIC DEERFIELD 84B OLD MAIN | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JOSEPH P GROMACKI | |||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANNE K GROVES | |||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN W LORD | |||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYNDA MCCURDY HOTRA | |||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NANCY J BARNARD | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| FRASER BENNETT BEEDE | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY BERNER | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE C CALDWELL | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| COLIN CALLOWAY | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| COURTNEY MARSH CHAPIN | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| WESLEY C FREDERICKS | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA JAMES | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD MINGIN | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LINDSAY ORMSBY | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL PETERS | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES SCHEWE | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN M SNYDER-GRENIER | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH PETER SPANG | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| L EMERSON TUTTLE | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MARY SPIVY DANGREMOND | |||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PHILIP ZEA | |||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $190,327 | $0 | $28,500 | |
| DEBORAH KALLMAN | |||||||
| ASSISTANT TREASURER | 40.00 | 0.00 | Yes (X) | $71,235 | $0 | $3,616 | |
| BETSY MCKEE | |||||||
| ASSISTANT SECRETARY | 24.00 | 0.00 | Yes (X) | $15,539 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $277,101 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,116 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN | |||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | INVESTMENT MANAGEMENT | $192,624 |
| WANDERLUST | |||||
| 297 RIVER STREET | TROY | NY | 12180 | MARKETING | $107,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,715,257 | AllOtherContributionsAmt |
| Noncash Contributions | $40,532 | NoncashContributionsAmt |
| Total Contributions | $1,715,257 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| DEERFIELD INN | 721110 | $2,536,940 | $2,286,211 | $250,729 |
| MUSEUM ADMISSION | 611710 | $301,311 | $301,311 | |
| ACADEMIC AND FELLOWSHIP INCOME | 611600 | $8,940 | $8,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,847,191 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,578,305 | TotalRevenueColumnAmt |
| Exclusion | $1,578,305 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $149,199 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $155,221 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$6,022 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,022 | TotalRevenueColumnAmt |
| Exclusion | -$6,022 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,881,702 | SecuritiesAmt |
| Other | $2,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $65,819,014 | SecuritiesAmt |
| Other | $1,386 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,062,688 | SecuritiesAmt |
| Other | $614 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,063,302 | TotalRevenueColumnAmt |
| Exclusion | $1,063,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $321,872 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $177,753 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,119 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $144,119 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $43,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,302 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $43,302 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,385,454 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,783,883 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $250,729 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,635,585 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,200 | TotalAmt |
| Program Services | $4,200 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,018 | TotalAmt |
| Program Services | $58,975 | ProgramServicesAmt |
| Management And General | $216,068 | ManagementAndGeneralAmt |
| Fundraising | $58,975 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,031,933 | TotalAmt |
| Program Services | $2,710,368 | ProgramServicesAmt |
| Management And General | $82,955 | ManagementAndGeneralAmt |
| Fundraising | $238,610 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,265 | TotalAmt |
| Program Services | $48,065 | ProgramServicesAmt |
| Management And General | $8,160 | ManagementAndGeneralAmt |
| Fundraising | $6,040 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,617 | TotalAmt |
| Program Services | $337,266 | ProgramServicesAmt |
| Management And General | $13,495 | ManagementAndGeneralAmt |
| Fundraising | $13,856 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,679 | TotalAmt |
| Program Services | $288,821 | ProgramServicesAmt |
| Management And General | $25,240 | ManagementAndGeneralAmt |
| Fundraising | $19,618 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,319 | TotalAmt |
| Management And General | $9,319 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,000 | TotalAmt |
| Management And General | $64,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,108 | TotalAmt |
| Management And General | $264,108 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,362 | TotalAmt |
| Program Services | $331,037 | ProgramServicesAmt |
| Management And General | $13,954 | ManagementAndGeneralAmt |
| Fundraising | $52,371 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,547 | TotalAmt |
| Program Services | $273,406 | ProgramServicesAmt |
| Management And General | $4,262 | ManagementAndGeneralAmt |
| Fundraising | $5,879 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,028 | TotalAmt |
| Program Services | $238,387 | ProgramServicesAmt |
| Management And General | $41,405 | ManagementAndGeneralAmt |
| Fundraising | $26,236 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,707 | TotalAmt |
| Program Services | $34,706 | ProgramServicesAmt |
| Management And General | $35,502 | ManagementAndGeneralAmt |
| Fundraising | $2,499 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $361,000 | TotalAmt |
| Program Services | $324,986 | ProgramServicesAmt |
| Management And General | $36,014 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,806 | TotalAmt |
| Program Services | $36,393 | ProgramServicesAmt |
| Management And General | $39,067 | ManagementAndGeneralAmt |
| Fundraising | $29,346 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,366 | TotalAmt |
| Program Services | $47,671 | ProgramServicesAmt |
| Management And General | $55,789 | ManagementAndGeneralAmt |
| Fundraising | $12,906 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,480 | TotalAmt |
| Management And General | $140,480 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $550,663 | TotalAmt |
| Program Services | $527,475 | ProgramServicesAmt |
| Management And General | $21,875 | ManagementAndGeneralAmt |
| Fundraising | $1,313 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,446 | TotalAmt |
| Program Services | $103,896 | ProgramServicesAmt |
| Management And General | $19,550 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DEERFIELD INN COGS | $532,390 | $532,390 | ||
| OTHER EXPENSES | $125,832 | $121,114 | $2,600 | $2,118 |
| CONSERVATION | $42,691 | $42,691 | ||
| FELLOWSHIP | $21,746 | $21,746 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,925 | TotalAmt |
| Program Services | $7,612 | ProgramServicesAmt |
| Management And General | $1,043 | ManagementAndGeneralAmt |
| Fundraising | $270 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,656,128 | TotalAmt |
| Program Services | $6,091,204 | ProgramServicesAmt |
| Management And General | $1,094,886 | ManagementAndGeneralAmt |
| Fundraising | $470,037 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,433 | BOYAmt |
| EOY | $299,557 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,225 | BOYAmt |
| EOY | $977,405 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,001 | BOYAmt |
| EOY | $34,772 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,211 | BOYAmt |
| EOY | $449,446 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,706 | BOYAmt |
| EOY | $50,729 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $23,388,557 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,504,383 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,137,788 | BOYAmt |
| EOY | $10,884,174 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,759,112 | BOYAmt |
| EOY | $49,608,695 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,167,407 | BOYAmt |
| EOY | $2,757,744 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,735,883 | BOYAmt |
| EOY | $65,062,522 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,193 | BOYAmt |
| EOY | $684,037 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,007 | BOYAmt |
| EOY | $34,104 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $572,578 | BOYAmt |
| EOY | $507,375 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,150,778 | BOYAmt |
| EOY | $1,225,516 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,983,858 | BOYAmt |
| EOY | $29,832,543 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,202,963 | BOYAmt |
| EOY | $12,259,796 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,398,284 | BOYAmt |
| EOY | $21,744,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,585,105 | BOYAmt |
| EOY | $63,837,006 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,735,883 | BOYAmt |
| EOY | $65,062,522 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$270,674 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$655,806 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,178,381 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,120,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $911,501 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,043,874 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $872,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,715,257 | CurrentTaxYearAmt |
| Total | $7,664,023 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,558,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,702,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,010,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,972,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,918,334 | CurrentTaxYearAmt |
| Total | $14,162,091 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,679,081 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,613,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,054,627 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,845,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,633,591 | CurrentTaxYearAmt |
| Total | $21,826,114 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,836,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,666,822 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,502,863 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,836,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $1,666,822 | CurrentTaxYearMinus2YearsAmt |
| Total | $3,502,863 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $18,323,251 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,361,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,342,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,467,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,442,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,727,504 | CurrentTaxYearAmt |
| Total | $7,342,389 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,361,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,342,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,467,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,442,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,727,504 | CurrentTaxYearAmt |
| Total | $7,342,389 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,302 | CurrentTaxYearAmt |
| Total | $69,484 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,042,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,956,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,546,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,289,113 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,404,397 | CurrentTaxYearAmt |
| Total | $29,237,987 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.62670 | PublicSupportCY509Pct |
| Investment Income CY | 0.25110 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 7 | TotalEasementsCnt |
| Total Acreage | 116.00 | TotalAcreageCnt |
| Historic Structure Easements | 5 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 5.00 | StaffHoursSpentEnforcementCnt |
| 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 |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATIONAL PROGRAMS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,649,816 | BeginningYearBalanceAmt |
| Contributions | $22,964,167 | ContributionsAmt |
| Investment Earnings Or Losses | $1,714,925 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,772,218 | OtherExpendituresAmt |
| End Year Balance | $49,556,690 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,341,402 | BeginningYearBalanceAmt |
| Contributions | $227,478 | ContributionsAmt |
| Investment Earnings Or Losses | $3,634,286 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,553,350 | OtherExpendituresAmt |
| End Year Balance | $31,649,816 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,231,376 | BeginningYearBalanceAmt |
| Contributions | $5,588,709 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,772,622 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,706,061 | OtherExpendituresAmt |
| End Year Balance | $31,341,402 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $36,642,344 | BeginningYearBalanceAmt |
| Contributions | $200,239 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,546,034 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,065,173 | OtherExpendituresAmt |
| End Year Balance | $32,231,376 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,474,644 | BeginningYearBalanceAmt |
| Contributions | $2,256,674 | ContributionsAmt |
| Investment Earnings Or Losses | $5,406,878 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,495,852 | OtherExpendituresAmt |
| End Year Balance | $36,642,344 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43060 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17210 | 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 | $533,562 | OtherCostOrOtherBasisAmt |
| Book Value | $533,562 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,339,389 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,680,464 | DepreciationAmt |
| Book Value | $9,658,925 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $451,290 | OtherCostOrOtherBasisAmt |
| Depreciation | $279,973 | DepreciationAmt |
| Book Value | $171,317 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,497,318 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,304,996 | DepreciationAmt |
| Book Value | $192,322 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $566,998 | OtherCostOrOtherBasisAmt |
| Depreciation | $238,950 | DepreciationAmt |
| Book Value | $328,048 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,884,174 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,976,895 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$655,806 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,178,381 | OtherRevenueAmt |
| Revenue Not Reported | $522,575 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,454,320 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $264,108 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$332,974 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$68,866 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,385,454 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,724,994 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $332,974 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $332,974 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,392,020 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $264,108 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $264,108 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,656,128 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | ALL SEVEN OF THE CONSERVATION EASEMENTS HELD BY THE ORGANIZATION WERE ACQUIRED PRIOR TO 2006. THE VALUE OF CONSERVATION EASEMENTS IF INCLUDED IN THE BALANCE SHEET. EXPENSES ASSOCIATED WITH MONITORING, INSPECTING, HANDLING OF VIOLATIONS, AND ENFORCING CONSERVATION EASEMENTS DURING THE YEAR ARE REPORTED AS EXPENSES IN THE YEAR INCURRED ON THE ORGANIZATION'S REVENUE AND EXPENSES STATEMENT. |
| PART III, LINE 4: | IN ACCORDANCE WITH THE PRACTICE USUALLY FOLLOWED BY MUSEUMS, THE ORGANIZATION DOES NOT CARRY ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION. SINCE ITEMS ACQUIRED FOR COLLECTIONS BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THOSE ACQUISITIONS ARE REPORTED AS DECREASES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS THAT ARE NOT ADDED TO THE COLLECTION ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENT OF FINANCIAL POSITION AT THEIR FAIR VALUES AT THE DATE OF THE GIFT. |
| PART V, LINE 4: | THE ENDOWMENT FUND IS TO HELP FURTHER THE ORGANIZATION'S MISSION TO OPEN DOORS TO NEW PERSPECTIVES THAT INSPIRE PEOPLE TO SEEK A DEEPER UNDERSTANDING OF THEMSELVES, THEIR COMMUNITIES, AND THE WORLD. DURING THE REVIEW OF FISCAL YEAR 2018, IT WAS DETERMINED THAT THE ENDOWMENT REQUIRED A CORRECTION OF AN ERROR. UNRESTRICTED AND TEMPORARILY RESTRICTED NET ASSETS WERE RESTATED TO REFLECT A RECLASSIFICATION OF ENDOWMENT ASSETS. THE ORGANIZATION HAS TWO DONOR-RESTRICTED FUNDS IN WHICH THE NET APPRECIATION IS UNRESTRICTED; HOWEVER, IN ACCORDANCE WITH U.S. GAAP SUCH NET APPRECIATION SHOULD BE REFLECTED AS TEMPORARILY RESTRICTED UNTIL APPROPRIATED FOR EXPENDITURE (TIME RESTRICTION). |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES OTHER THAN UNRELATED BUSINESS INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ALSO HAS RECEIVED CLASSIFICATION AS A MASSACHUSETTS PUBLIC CHARITY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN ANY UNCERTAIN TAX POSITIONS THAT MORE THAN LIKELY WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A TAX LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF TRUSTS 1,383,323. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS -204,942. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RECLASS COST OF GOODS SOLD -177,753. RECLASS OF RENTAL EXPENSES -155,221. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF COST OF GOODS SOLD 177,753. RECLASS OF RENTAL EXPENSES 155,221. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | PHILIP ZEA | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $190,327 | 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 | $17,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $11,000 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $218,827 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CEO HAS FURNISHED HOUSING ON THE PREMISES OF THE ORGANIZATION. |
| PART I, LINE 1B | THE CEO RESIDES ON THE ORGANIZATION'S PREMISES FOR THE CONVENIENCE OF THE ORGANIZATION. |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,532 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FULL BOARD REVIEWS AND APPROVES THE FORM 990 BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY/CODE OF ETHICS IS DISTRIBUTED ANNUALLY TO BOARD OF TRUSTEES, VOLUNTEERS AND EMPLOYEES. THE COMPLETED SIGNED POLICIES ARE RETURNED AND REVIEWED BY THE MANAGEMENT AND THE BOARD OF TRUSTEES FOR CONFLICTS THAT COULD IMPAIR THE JUDGMENT OF THE INDIVIDUALS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF OFFICERS AND SENIOR ADMINISTRATORS AT HISTORIC DEERFIELD IS SET BY THE PRESIDENT AND CHIEF FINANCIAL OFFICER AND RATIFIED BY THE BOARD OF TRUSTEES AS PART OF THE BUDGET PROCESS. THE PRESIDENT'S COMPENSATION IS SET BY CONTRACT WITH THE BOARD OF TRUSTEES. THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES UTILIZES COMPARABLE COMPENSATION DATA AND CONSIDERS THE PRESIDENT'S CURATORIAL EXPERTISE WHEN MAKING RECOMMENDATIONS FOR SALARY ADJUSTMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIALS TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART X, LINE 27, 28, 29 | CERTAIN AMOUNTS PRESENTED IN THE FINANCIAL STATEMENTS HAVE BEEN RECLASSIFIED FOR 2017 TO CONFORM TO THE 2018 PRESENTATION. UNRESTRICTED AND TEMPORARILY RESTRICTED NET ASSETS HAVE BEEN RESTATED TO REFLECT A RECLASSIFICATION OF ENDOWMENT ASSETS. THE ORGANIZATION HAS TWO DONOR-RESTRICTED FUNDS IN WHICH THE NET APPRECIATION IS UNRESTRICTED; HOWEVER, IN ACCORDANCE WITH U.S. GAAP SUCH NET APPRECIATION SHOULD BE REFLECTED AS TEMPORARILY RESTRICTED UNTIL APPROPRIATED FOR EXPENDITURE (TIME RESTRICTION). |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF TRUSTS 1,383,323. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS -204,942. |
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