TRUST U/WILL OF ORLANDO R SMITH: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TRUST U/WILL OF ORLANDO R SMITH (EIN 23-7352670)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-01
- IRS object ID
- 201802749349300105
- 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 | 2018-10-01T07:40:02-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472076095 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pucci Greene & Fusaro LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 Airport Road Suite 104 | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237352670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Orlando R Smith Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORLA | BusinessNameControlTxt |
| Phone | 4015965704 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 Granite Street | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John B Coduri | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4015965704 | PhoneNum |
| Signature | 2018-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen M Greene CPA | PreparerPersonNm |
| PTIN | P00191823 | PTIN |
| Phone | 4015961926 | PhoneNum |
| Preparation | 2018-09-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John B Coduri | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 Granite Street | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $80,711 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | babcocksmithhouse.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 35 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $52,664 | PYContributionsGrantsAmt |
| CY Contributions Grants | $49,527 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,355 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,450 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,783 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,264 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,903 | PYOtherRevenueAmt |
| CY Other Revenue | $22,638 | CYOtherRevenueAmt |
| PY Total Revenue | $83,705 | PYTotalRevenueAmt |
| CY Total Revenue | $79,879 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,225 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $79,074 | PYOtherExpensesAmt |
| CY Other Expenses | $86,435 | CYOtherExpensesAmt |
| PY Total Expenses | $79,074 | PYTotalExpensesAmt |
| CY Total Expenses | $86,435 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,631 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$6,556 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $815,516 | TotalAssetsBOYAmt |
| Total Assets EOY | $847,102 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,103 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,693 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $813,413 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $844,409 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $71,158 | ExpenseAmt |
| Desc | The Trust is organized to maintain an historic Museum with period furnishings, circa 1734, for the general public (over 1,000 visitors annually) and to provide educational tours for all area fifth grade students and teachers (upwards of 400 visitors each school year). The Trust also provides the Museum and Carriage House as the frequent meeting place for both the Westerly Historical Society (several hundred visitors annually) and the Babcock Smith House Docents (several hundred visitors annually). | Desc |
| Total Program Service Expenses | $71,158 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | 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 | 0 | 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 | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 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 | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maureen J Bjorkland | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4013481379 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 Broad Street | AddressLine1Txt |
| City | Westerly | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| John B Coduri | ||||||
| President | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Betty-Jo Cugini | ||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Edward A Fazio | ||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Ellen L Madison | ||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Stephen M Greene | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jacqueline F Brennan | ||||||
| Trustee | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Maureen J Bjorkland | ||||||
| Treasurer | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Linda Smith Chafee | ||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Susan S Brocato | ||||||
| Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Anthony Smith | ||||||
| Trustee | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Membership Dues | $32,470 | MembershipDuesAmt |
| All Other Contributions | $17,057 | AllOtherContributionsAmt |
| Total Contributions | $49,527 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Admissions | 713990 | $1,011 | $1,011 |
| Programs | 713990 | $439 | $439 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,450 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,264 | TotalRevenueColumnAmt |
| Exclusion | $6,264 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,641 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,641 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,641 | TotalRevenueColumnAmt |
| Exclusion | $21,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,504 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $832 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $672 | TotalRevenueColumnAmt |
| Exclusion | $672 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc. - Newsletter Ads | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $325 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $325 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $325 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,879 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,775 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $28,577 | ExclusionAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,809 | TotalAmt |
| Program Services | $3,428 | ProgramServicesAmt |
| Management And General | $381 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,061 | TotalAmt |
| Program Services | $849 | ProgramServicesAmt |
| Fundraising | $212 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670 | TotalAmt |
| Program Services | $470 | ProgramServicesAmt |
| Management And General | $67 | ManagementAndGeneralAmt |
| Fundraising | $133 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,815 | TotalAmt |
| Program Services | $1,451 | ProgramServicesAmt |
| Management And General | $182 | ManagementAndGeneralAmt |
| Fundraising | $182 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,817 | TotalAmt |
| Program Services | $7,853 | ProgramServicesAmt |
| Management And General | $982 | ManagementAndGeneralAmt |
| Fundraising | $982 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,000 | TotalAmt |
| Program Services | $20,800 | ProgramServicesAmt |
| Management And General | $2,600 | ManagementAndGeneralAmt |
| Fundraising | $2,600 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,287 | TotalAmt |
| Program Services | $6,629 | ProgramServicesAmt |
| Management And General | $829 | ManagementAndGeneralAmt |
| Fundraising | $829 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Repairs & Maintenance | $13,569 | $12,212 | $1,357 | |
| Lawn Care / Snow Remova | $9,281 | $7,425 | $928 | $928 |
| Textile Collection | $4,398 | $4,398 | ||
| Telephone | $3,409 | $2,387 | $341 | $681 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,319 | TotalAmt |
| Program Services | $3,256 | ProgramServicesAmt |
| Management And General | $385 | ManagementAndGeneralAmt |
| Fundraising | $678 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,435 | TotalAmt |
| Program Services | $71,158 | ProgramServicesAmt |
| Management And General | $8,052 | ManagementAndGeneralAmt |
| Fundraising | $7,225 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,574 | BOYAmt |
| EOY | $45,625 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,236 | BOYAmt |
| EOY | $38,288 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,850 | BOYAmt |
| EOY | $500 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,450 | BOYAmt |
| EOY | $14,910 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215 | BOYAmt |
| EOY | $1,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $782,185 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $381,084 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,050 | BOYAmt |
| EOY | $401,101 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $299,141 | BOYAmt |
| EOY | $345,472 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,516 | BOYAmt |
| EOY | $847,102 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,103 | BOYAmt |
| EOY | $2,393 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $300 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,103 | BOYAmt |
| EOY | $2,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $809,323 | BOYAmt |
| EOY | $840,319 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,090 | BOYAmt |
| EOY | $4,090 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $813,413 | BOYAmt |
| EOY | $844,409 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $815,516 | BOYAmt |
| EOY | $847,102 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$6,556 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $37,552 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| 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 | $296,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,527 | CurrentTaxYearAmt |
| Total | $489,150 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $296,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,048 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,036 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,664 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,527 | CurrentTaxYearAmt |
| Total | $489,150 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,824 | SubstantialContributorsTotAmt |
| Public Support Total170 | $460,326 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,761 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,398 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,902 | CurrentTaxYearAmt |
| Total | $151,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $640,210 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $9,780 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,160 | OtherCostOrOtherBasisAmt |
| Book Value | $70,160 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $620,822 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,527 | DepreciationAmt |
| Book Value | $324,295 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,203 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,557 | DepreciationAmt |
| Book Value | $6,646 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $401,101 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Security Deposit | Desc |
| Amt | $300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $300 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: | N/A |
| Part III, Line 4: | The Trust owns period furnishings from the 18th and 19th centuries displayed throughout the Museum building to support the mission of providing an historic Museum (circa 1734) for educational purposes and for the general public. The Trust also owns extensive Granite Industry documentation from the 19th and 20th centuries of great research value that is available for public use and is in fact used by the public on an increasing basis. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Betty-Jo Cugini and Stephen M Greene, both Trustees, are a married couple. |
| Form 990, Part VI, Section A, line 6 | Line 6 explanation - Membership categories are indications of level of cash contributions. Members have no involvement in governance or compliance issues. |
| Form 990, Part VI, Section B, line 11b | Line 11a explanation - A minimum of two Trustees review Form 990 prior to it's filing. Form 990 is made available to all Trustees for review and comment. |
| Form 990, Part VI, Section C, line 19 | All documents required to be available to the general public are available to the public upon request of any Trustee. |
| Form 990, Part VIII, Line 10 | Sale of Inventory represents a book that Trustees of the Trust wrote and produced. The publication, "Built From Stone", focuses entirely on the history of the Granite Industry in the geographic region over a 100 year period. All proceeds remain within the Trust. Sale of Inventory also includes a DVD documentary done by one Trustee called "Carved From Stone" that also reflects the history of the Granite Industry at that time and over the same region. All proceeds also remain within the Trust. |
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