MASSACHUSETTS HISTORICAL SOCIETY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MASSACHUSETTS HISTORICAL SOCIETY (EIN 04-2108374)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201801359349301330
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T07:38:29-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marcum LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 State Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042108374 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Massachusetts Historical Society | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MASS | BusinessNameControlTxt |
| Phone | 6175361608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 Boylston Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022153695 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Catherine Allgor | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 6175361608 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donald Zidik | PreparerPersonNm |
| PTIN | P00080352 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Catherine Allgor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 Boylston Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022153695 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,405,694 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.masshist.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1791 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | The MHS is a center of learning dedicated to a deeper understanding of the American experience. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 61 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,751,581 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,677,607 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $149,505 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $114,402 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$42,624 | PYInvestmentIncomeAmt |
| CY Investment Income | -$453,803 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,767 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,955 | CYOtherRevenueAmt |
| PY Total Revenue | $2,856,695 | PYTotalRevenueAmt |
| CY Total Revenue | $2,332,251 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $109,001 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $179,288 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,713,841 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,968,475 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $425,262 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,128,613 | PYOtherExpensesAmt |
| CY Other Expenses | $1,954,416 | CYOtherExpensesAmt |
| PY Total Expenses | $5,951,455 | PYTotalExpensesAmt |
| CY Total Expenses | $6,102,179 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,094,760 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,769,928 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,771,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,203,988 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,641,937 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,540,645 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,129,665 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $91,663,343 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Massachusetts Historical Society is a center of research and learning dedicated to a deeper understanding of the American experience. Through its collections, scholarly pursuits, and public programs, the Society seeks to nurture a greater appreciation for American history and for the ideas, values, successes, and failures that bind us together as a nation. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,065,469 | ExpenseAmt |
| Grant | $179,288 | GrantAmt |
| Revenue | $136,199 | RevenueAmt |
| Desc | As the nation's first historical society, the MHS strives to enhance the understanding of our nation's past and its connection to the present, demonstrating that history is not just a series of events that happened to individuals long ago but is integral to the fabric of our daily lives. Its collections are accessible to anyone with an interest in American history. Beyond research, the MHS offers many ways for the public to enjoy its collections including engaging programs, thought-provoking exhibitions, publications, seminars, and teacher workshops.Program Highlights and Descriptions:Collections - The Society's extraordinary collections tell the story of America through millions of rare and unique documents, artifacts, and national treasures, including the personal papers of three presidents-John Adams, John Quincy Adams, and Thomas Jefferson. Through its research library, online resources, publications, exhibitions, and programs, the MHS makes its holdings accessible to anyone with an interest in the people and events that shaped our country. Paul Revere's handwritten account of his famous ride, Thomas Jefferson's and John Adams's manuscript copies of the Declaration of Independence, and Elbridge Gerry's annotated copy of the Constitution-these are among the many iconic American documents of the MHS. Spanning four centuries, the Society's collections-the letters, diaries, and other personal papers of individuals and families, as well as their books, photographs, maps, newspapers, artifacts, and works of art-have become essential primary sources for the study and understanding of American history. The library is free and open to researchers of all ages and levels of interest in our collections six days a week. The library does not lend materials, but any person interested in using the collections can register as a researcher and use materials in the library. In many cases selected materials can be reproduced and sent to individuals who cannot visit the library in person.EXHIBITIONS - THE SOCIETY'S EXHIBITIONS CELEBRATE THE PERSPECTIVE AMERICAN HISTORY BRINGS TO OUR OWN TIME AND ILLUSTRATE HOW IT SUSTAINS OUR REPUBLIC AND GUIDES OUR FUTURE. AS ONE OF THE REGION'S MAJOR VENUE FOR HISTORY PRESENTATIONS, THE MHS PRODUCES EXHIBITIONS THAT ARE THEMATIC, TELL STORIES, AND EXPLORE TURNING POINTS IN THE PAST. THE HIGHLIGHT OF THE YEAR WAS THE TURNING POINTS EXHIBITION A PRESENTATION IN AMERICAN HISTORY WHICH EXAMINED FIFTEEN DECISIVE MOMENTS IN AMERICAN HISTORY AS DESCRIBED IN EYEWITNESS ACCOUNTS AND PERSONAL RECORDS OR AS COMMEMORATED BY "DUMB WITNESSES"-ARTIFACTS FOUND IN THE SOCIETY'S ENORMOUS COLLECTIONS. THE SOCIETY ALSO DISPLAYED THE IRSIH ATLANTIC EXHIBITION WHICH EXPLORED 175 YEARS OF THE IRISH IN BOSTON FROM THE FOUNDING OF THE CHARITABLE IRISH SOCIETY IN 1737, THROUGH FAMINE RELIEF EFFORTS LED BY CAPT. ROBERT BENNET FORBES AT THE HELM OF THE JAMESTOWN, TO A MASS MIGRATION MOVEMENT, DECADES OF COMMUNITY AND INSTITUTIONAL BUILDING, AND A RISE IN POLITICAL POWER. Education and Public Programs - Continuing to develop a vibrant selection of public and education programs enables the MHS to enhance the understanding of our nation's past and its connection to the present, demonstrating that history is not just a series of events that happened to individuals long ago but is integral to the fabric of our daily lives. Where opinions vary, the MHS provides a forum for debate. Programming designed for a general audience attracted more than 2,600 attendees at 55 programs over the course of the year. The Society offered scholars and others who joined us for academic presentations a total of 85 programs-23 seminars in 5 series, 37 brown-bag lunches, and a reception at the start of the academic year to introduce the Society to graduate students. The MHS also offers an engaging array of programs and resources to K-12 teachers and students, including workshops, fellowship opportunities, curriculum resources, 57 such teacher programs and workshops took place this past year. Committed to using its unique resources to improve and support the teaching of American history in all K-12 classrooms, the MHS launched the Center for the Teaching of History at the Massachusetts Historical Society in January 2017. The Center promotes history and civics education and is among the nation's premier resource providers for educators. It supports innovative and best practices in teaching history through programs, web-based resources, fellowships, and its support of National History Day.Research - The Society strives to foster a research community that actively promotes the study of the history of Massachusetts and the nation. We offer an exceptional range of resources for making and sharing historical discoveries. Visitors can enjoy public talks, tours, exhibitions, scholarly seminars and conferences, and gain access to our unparalleled collections through our research library and our website. The MHS offers more than 30 research fellowships in four annual competitions, and provides support and assistance to more than 600 scholars every year. The MHS welcomes a wide variety of researchers-representing 35 countries and all 50 states-from high school students, to family historians, to professors and Pulitzer Prize-winning authors. These researchers network, share their findings, and exchange ideas.Publications and Documentary Editing including the Adams Papers - The MHS began publishing books in 1792 and is one of the oldest, continually operating publishers in the United States, and makes available printed books, electronic publications, a newsletter, and scholarly journal. The MHS publishes works that provide information about and make available the content of some of its most significant collections and the people who created them. As part of its mission, the MHS maintains its own publishing program and hosts the offices of the Adams Papers Editorial Project. Founded in 1954, The Adams Papers project prepares a comprehensive published edition of the manuscripts written and received by the family of John Adams of Quincy, Massachusetts. The Adams Family Papers manuscript collection at the Massachusetts Historical Society forms the nucleus of the project. In addition, the editors have gathered over 27,000 copies of Adams items from hundreds of libraries, institutions, and individuals in the United States and abroad. The editors do not alter the Adamses' words; rather, they continue the search for Adams documents, select the material to be included in the edition, provide a faithful transcription of the manuscripts, and supply annotation. To date, over 50 volumes have been published by Harvard University Press and are now available online as part of the Adams Papers Digital Edition. The project's cut-off date is 1889, the year Abigail Brooks Adams died. | Desc |
| Total Program Service Expenses | $4,065,469 | 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 | 0 | 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 | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 69 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 61 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175361608 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 Boylston Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022153695 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| Paul W Sandman | |||||||
| Trustee & Chair | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Oliver F Ames | |||||||
| Trustee & Vice Chair | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Lisa B Nurme | |||||||
| Trustee & Vice Chair | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Anthony H Leness | |||||||
| TRUSTEE & Treasurer | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Judith Bryant Wittenberg | |||||||
| TRUSTEE & SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Benjamin C Adams | |||||||
| TRUSTEE & COuncil of Overseers | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Frederick D Ballou | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Levin H Campbell Jr | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Prof Joyce Chaplin | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Herbert P Dane | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| G Nathaniel Jeppson | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Amalie M Kass | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Anne Craige McNay | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| G Marshall Moriarty | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Claire Nelson | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| John O'Leary | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Byron Rushing | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Newcomb Stillwell | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| William N Thorndike | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Edward L Widmer | |||||||
| Trustee | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| Dennis Fiori | |||||||
| President | 35.00 | $264,465 | $0 | $23,970 | Yes (X) | ||
| Peter Hood | |||||||
| Dir. Finance / Admin | 35.00 | $153,510 | $0 | $7,917 | Yes (X) | ||
| Sara Martin | |||||||
| Editor in Chief | 35.00 | $106,068 | $0 | $13,286 | Yes (X) | ||
| Brenda M Lawson | |||||||
| Dir. Collection Services | 35.00 | $122,543 | $0 | $20,539 | Yes (X) | ||
| Conrad Wright | |||||||
| Dir. Research | 35.00 | $118,095 | $0 | $15,661 | Yes (X) | ||
| Peter Drummey | |||||||
| Librarian | 35.00 | $125,557 | $0 | $10,215 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $890,238 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $91,588 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $132,214 | MembershipDuesAmt |
| Fundraising | $203,326 | FundraisingAmt |
| Government Grants | $509,108 | GovernmentGrantsAmt |
| All Other Contributions | $1,832,959 | AllOtherContributionsAmt |
| Total Contributions | $2,677,607 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUBSCRIPTIONS & EVENTS | 519100 | $68,237 | $68,237 |
| photo rental & reproduction | 519100 | $42,103 | $42,103 |
| SALE OF PUBLICATIONS | 511120 | $4,062 | $4,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $114,402 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$453,803 | TotalRevenueColumnAmt |
| Exclusion | -$453,803 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,691 | TotalRevenueColumnAmt |
| Exclusion | $45,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $203,326 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $73,443 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$73,443 | TotalRevenueColumnAmt |
| Exclusion | -$73,443 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,797 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,797 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,797 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,332,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $136,199 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$481,555 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,288 | TotalAmt |
| Program Services | $179,288 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,153,007 | TotalAmt |
| Program Services | $553,234 | ProgramServicesAmt |
| Management And General | $474,773 | ManagementAndGeneralAmt |
| Fundraising | $125,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,212,759 | TotalAmt |
| Program Services | $1,638,801 | ProgramServicesAmt |
| Management And General | $422,821 | ManagementAndGeneralAmt |
| Fundraising | $151,137 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,514 | TotalAmt |
| Program Services | $72,704 | ProgramServicesAmt |
| Management And General | $27,129 | ManagementAndGeneralAmt |
| Fundraising | $8,681 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,743 | TotalAmt |
| Program Services | $180,728 | ProgramServicesAmt |
| Management And General | $67,436 | ManagementAndGeneralAmt |
| Fundraising | $21,579 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,452 | TotalAmt |
| Program Services | $150,383 | ProgramServicesAmt |
| Management And General | $56,113 | ManagementAndGeneralAmt |
| Fundraising | $17,956 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,383 | TotalAmt |
| Management And General | $7,383 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,133 | TotalAmt |
| Management And General | $57,133 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,251 | TotalAmt |
| Program Services | $2,493 | ProgramServicesAmt |
| Management And General | $121,758 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,381 | TotalAmt |
| Management And General | $29,381 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,660 | TotalAmt |
| Program Services | $68,876 | ProgramServicesAmt |
| Management And General | $26,233 | ManagementAndGeneralAmt |
| Fundraising | $22,551 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,383 | TotalAmt |
| Program Services | $327,345 | ProgramServicesAmt |
| Management And General | $99,438 | ManagementAndGeneralAmt |
| Fundraising | $20,600 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,262 | TotalAmt |
| Program Services | $18,262 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,813 | TotalAmt |
| Management And General | $52,813 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,007 | TotalAmt |
| Program Services | $359,556 | ProgramServicesAmt |
| Management And General | $42,301 | ManagementAndGeneralAmt |
| Fundraising | $21,150 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $155,589 | $155,589 | ||
| CULTIVATION & MEETINGS | $125,250 | $102,865 | $22,385 | |
| EXHIBITS | $92,251 | $92,251 | ||
| OTHER | $74,363 | $50,492 | $23,871 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,690 | TotalAmt |
| Program Services | $215,467 | ProgramServicesAmt |
| Fundraising | $14,223 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,102,179 | TotalAmt |
| Program Services | $4,065,469 | ProgramServicesAmt |
| Management And General | $1,611,448 | ManagementAndGeneralAmt |
| Fundraising | $425,262 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,067 | BOYAmt |
| EOY | $199,627 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,855,257 | BOYAmt |
| EOY | $2,203,762 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,299 | BOYAmt |
| EOY | $915,440 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,652 | BOYAmt |
| EOY | $50,392 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,514 | BOYAmt |
| EOY | $155,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,688,125 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,435,993 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,583,912 | BOYAmt |
| EOY | $11,252,132 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,284,487 | BOYAmt |
| EOY | $78,940,757 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $423,414 | BOYAmt |
| EOY | $486,564 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,771,602 | BOYAmt |
| EOY | $94,203,988 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,565 | BOYAmt |
| EOY | $465,587 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,065 | BOYAmt |
| EOY | $465,890 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,426,964 | BOYAmt |
| EOY | $1,345,559 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,343 | BOYAmt |
| EOY | $263,609 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,641,937 | BOYAmt |
| EOY | $2,540,645 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,553,661 | BOYAmt |
| EOY | $36,184,853 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,390,761 | BOYAmt |
| EOY | $39,169,097 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,185,243 | BOYAmt |
| EOY | $16,309,393 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,129,665 | BOYAmt |
| EOY | $91,663,343 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,771,602 | BOYAmt |
| EOY | $94,203,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,769,928 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,303,606 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,445,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,547,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,335,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,571,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,474,281 | CurrentTaxYearAmt |
| Total | $12,374,694 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,445,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,547,320 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,335,487 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,571,620 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,474,281 | CurrentTaxYearAmt |
| Total | $12,374,694 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $229,322 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,145,372 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $938,882 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,066,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $501,935 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $142,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$297,772 | CurrentTaxYearAmt |
| Total | $2,351,362 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,246,841 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,552 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,797 | CurrentTaxYearAmt |
| Total | $1,308,242 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,034,298 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,137,397 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.75750 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VI | FormAndLineReferenceDesc |
| Explanation | N/A | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,284,487 | BeginningYearBalanceAmt |
| Contributions | $149,544 | ContributionsAmt |
| Investment Earnings Or Losses | $13,937,204 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,410,056 | OtherExpendituresAmt |
| Administrative Expenses | $1,020,422 | AdministrativeExpensesAmt |
| End Year Balance | $78,940,757 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,936,781 | BeginningYearBalanceAmt |
| Contributions | $128,329 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,645,956 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,293,867 | OtherExpendituresAmt |
| Administrative Expenses | $840,800 | AdministrativeExpensesAmt |
| End Year Balance | $69,284,487 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,295,401 | BeginningYearBalanceAmt |
| Contributions | $484,236 | ContributionsAmt |
| Investment Earnings Or Losses | $2,925,719 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,154,045 | OtherExpendituresAmt |
| Administrative Expenses | $614,530 | AdministrativeExpensesAmt |
| End Year Balance | $75,936,781 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,677,383 | BeginningYearBalanceAmt |
| Contributions | $384,525 | ContributionsAmt |
| Investment Earnings Or Losses | $11,899,085 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,248,242 | OtherExpendituresAmt |
| Administrative Expenses | $417,350 | AdministrativeExpensesAmt |
| End Year Balance | $76,295,401 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,134,394 | BeginningYearBalanceAmt |
| Contributions | $1,695,432 | ContributionsAmt |
| Investment Earnings Or Losses | $8,173,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,940,053 | OtherExpendituresAmt |
| Administrative Expenses | $385,480 | AdministrativeExpensesAmt |
| End Year Balance | $67,677,383 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.32000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.21000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47000 | 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 | $200,000 | OtherCostOrOtherBasisAmt |
| Book Value | $200,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,599,437 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,710,968 | DepreciationAmt |
| Book Value | $10,888,469 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $888,688 | OtherCostOrOtherBasisAmt |
| Depreciation | $725,025 | DepreciationAmt |
| Book Value | $163,663 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,252,132 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS | Desc |
| Amt | $263,609 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $263,609 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,651,462 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,303,606 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $73,443 | OtherRevenueAmt |
| Revenue Not Reported | $13,377,049 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,274,413 | RevenueSubtotalAmt |
| Other Revenues Not Included | $57,838 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $57,838 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,332,251 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,117,784 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $73,443 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $73,443 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,044,341 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $57,838 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $57,838 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,102,179 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | The collections, which were acquired through purchases and contributions since the Society's inception, are not recognized as assets on the statements of financial position. Purchase of collection items are recorded as decreases in unrestricted net assets if purchased with unrestricted assets and as decreases in temporarily restricted or permanently restricted net assets if purchased with donor-restricted assets. Contributions of collection items are not recognized in the statement of activities or as assets. Proceeds from deaccessions are reflected in the statement of activities based on the absence or existence and nature of donor-imposed restrictions. |
| Part III, Line 4: | The Society's collections are made up of manuscripts, rare books, pamphlets, reference works, art objects and other artifacts of historical significance that are held for educational, research, historic, and curatorial purposes. Each of these items is cataloged, preserved, and cared for, and activities verifying their existence and assessing their condition are performed continually. |
| Part X, Line 2: | THE SOCIETY EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES. AS OF JUNE 30, 2017, THE SOCIETY DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. |
| Part XI, Line 2d - Other Adjustments: | FUNDRAISING EXPENSES 73,443. |
| Part XI, Line 4b - Other Adjustments: | PURCHASE OF COLLECTIONS 57,838. |
| Part XII, Line 2d - Other Adjustments: | FUNDRAISING EXPENSES 73,443. |
| Part XII, Line 4b - Other Adjustments: | PURCHASE OF COLLECTIONS 57,838. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $203,326 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $203,326 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $6,600 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $46,168 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $20,675 | OtherDirectExpensesEvent1Amt |
| Event2 | NONE | Event2Nm |
| Gross Receipts Total | $203,326 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $203,326 | CharitableContributionsTotAmt |
| Rent Fclty Costs Total Events | $6,600 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $46,168 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,675 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,443 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$73,443 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV | FormAndLineReferenceDesc |
| Explanation | N/A | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | fellowships | GrantTypeTxt |
| Recipient | 39 | RecipientCnt |
| Cash Grant | $179,288 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES FELLOWSHIPS FOR RESEARCHERS TO USE ITS LIBRARY. IN ADDITION, PRIOR TO DISBURSING THE FINAL FELLOWSHIP PAYMENT THE SOCIETY RECEIVES A COPY OF THE FELLOWS RESEARCH WORK PRODUCT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dennis Fiori | ||||||||||||||
| President | $264,465 | $0 | $0 | $0 | $0 | $0 | $10,806 | $0 | $13,164 | $0 | $288,435 | $0 | $0 | $0 |
| Peter Hood | ||||||||||||||
| Dir. Finance / Admin | $153,510 | $0 | $0 | $0 | $0 | $0 | $6,013 | $0 | $1,904 | $0 | $161,427 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | the organization provides a social club membership for its president. The amount is paid pursuant to the terms outlined in his original offer of employment. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $168,540 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg NAV (hI+LO) | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | SEE PART II | Desc |
| Contribution | 120 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | INCLUDES BOOKS, ARTIFACTS, MANUSCRIPTS, FAMILY RECORDS, LETTERS, CORRESPONDENCE, CORPORATE DOCUMENTS, MAPS AND BROADSIDES. THE SOCIETY'S POLICY AS DESCRIBED IN SCHEDULE D, IS NOT TO RECORD THE VALUE OF THE DONATED COLLECTION ITEMS AS ASSETS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | THE SOCIETY HAS ELECTED MEMBERS, KNOWN AS FELLOWS, AS WELL AS GENERAL MEMBERSHIP, WHICH DO NOT HAVE VOTING RIGHTS. |
| Form 990, Part VI, Section A, line 7a | The Society has elected members, known as Fellows, who do not have voting rights. In addition, the Society is governed by the Board of Trustees who are nominated and elected by the existing governing body. The Board of Trustees are responsible for all governance decisions. |
| Form 990, Part VI, Section B, line 11b | THE ORGANIZATION PROVIDES A DRAFT OF FORM 990 TO ITS FINANCE COMMITTEE FOR THEIR REVIEW PRIOR TO FILING. ADDITIONALLY, A DRAFT COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL TRUSTEES FOR COMMENT PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 12c | ANNUALLY, THE SOCIETY DISTRIBUTES A QUESTIONNAIRE TO ALL TRUSTEES,OFFICERS AND KEY EMPLOYEES REQUIRING THEM TO DISCLOSE ANY CONFLICTS OF INTEREST. THE SOCIETY REQUIRES THAT ALL PERSONS TO WHOM THE QUESTIONNAIRE IS DISTRIBUTED COMPLETE IT IN A TIMELY MANNER. |
| Form 990, Part VI, Section B, line 15 | EACH YEAR THE CHAIR OF THE BOARD OF TRUSTEES APPOINTS A COMPENSATION COMMITTEE MADE UP OF TRUSTEES TO REVIEW THE PERFORMANCE OF THE PRESIDENT/CEO AND COMPARABLE COMPENSATION DATA AND TO MAKE A RECOMMENDATION TO THE BOARD, WHICH THEN MAKES THE FINAL DECISION. THE DELIBERATIONS AND DECISION OF BOTH THE COMMITTEE AND THE BOARD ARE CONTEMPORANEOUSLY RECORDED IN THE MINUTES. EACH YEAR THE PRESIDENT, AS CEO, REVIEWS THE PERFORMANCE OF THE KEY EMPLOYEES AND COMPARABLE COMPENSATION DATA AND REPORTS HIS DECISIONS TO THE BOARD OF TRUSTEES, WHICH ARE INCORPORATED INTO THE ANNUAL BUDGET OF THE ORGANIZATION WHICH IS APPROVED BY THE BOARD OF TRUSTEES. THE DELIBERATIONS AND DECISIONS OF THE PRESIDENT ARE CONTEMPORANEOUSLY RECORDED AS IS THE APPROVAL OF THE BUDGET BY THE BOARD OF TRUSTEES. |
| Form 990, Part VI, Section C, line 19 | THE SOCIETY'S ANNUAL AUDITED FINANCIAL STATEMENTS, FORM 990 AND MASSACHUSETTS FORM PC ARE AVAILABLE TO THE PUBLIC ON ITS WEBSITE AT MASSHIST.ORG. THESE DOCUMENTS ARE ALSO AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE AT CHARITIES.AGO.MA.US. THE SOCIETY'S BYLAWS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE SOCIETY'S WEBSITE. THE SOCIETY WILL MAKE PRINTED COPIES AVAILABLE UPON WRITTEN REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDING FATHERS PAPERS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PRINCETON UNIVERISITY 701 CARNE | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222365602 | EIN |
| Primary Activities | CARRY OUT PURPOSES OF FOUNDING FATHERS EDITORIAL PROJECTS | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDING FATHERS PAPERS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $264,000 | InvolvedAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII | FormAndLineReferenceDesc |
| Explanation | N/A | ExplanationTxt |
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