2017-11-15T15:37:37-06:00 2016-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2016-01-01 046003248 MARBLEHEAD MUSEUM & HISTORICAL SOCIETY MARB 7816311768 170 WASHINGTON STREET MARBLEHEAD MA 01945 PAM M PETERSON EXECUTIVE DIRECTOR 7816311768 2017-11-15 1 ALFONSO PERILLO P00950491 6172276161 2017-11-15 38.111.9.114 2017-11-15 16:00:39 ES P 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 2016 2017-02-10 21:41:12Z PAM M PETERSON 170 WASHINGTON STREET MARBLEHEAD MA 01945 1065599 0 X WWW.MARBLEHEADMUSEUM.ORG X 1902 MA THE MARBLEHEAD MUSEUM'S MISSION IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. 16 16 7 112 0 0 192937 225012 17546 19512 74623 218577 21300 1215 306406 464316 0 0 0 0 149861 144437 0 0 47212 146029 132854 295890 277291 10516 187025 1823378 1959906 12471 31925 1810907 1927981 X THE MARBLEHEAD MUSEUM'S MISSION IS TO PRESERVE, PROTECT, AND PROMOTE MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. 0 0 160228 18622 THE MARBLEHEAD MUSEUM ACHIEVES ITS MISSION TO PRESERVE, PROTECT AND PROMOTE THE UNIQUE HISTORY OF MARBLEHEAD THROUGH A VARIETY OF PROGRAMS AND INITIATIVES FOR CHILDREN AND ADULTS. THE MUSEUM AND THE LEE MANSION ARE OPEN TUESDAY THROUGH SATURDAY FROM JUNE THROUGH OCTOBER. THE MUSEUM REMAINS OPEN YEAR ROUND, WHILE THE LEE MANSION IS SEASONAL.ADMISSION TO THE LEE MANSION IS $10 PER PERSON. APPROXIMATELY 6000 PEOPLE VISIT THE MANSION ANNUALLY. THE MUSEUM DOES NOT CHARGE ADMISSION, AND THE CHANGING EXHIBIT AND THE FROST GALLERY ARE OPEN TO VISITORS. THE STAFF IS ALSO AVAILABLE TO HELP WITH RESEARCH QUESTIONS. THE MUSEUM'S THIRD PROPERTY, THE CIVIL WAR AND G.A.R. MUSEUM, IS OPEN ON SATURDAYS IN SPRING, SUMMER AND FALL, WITH NO ADMISSION CHARGE.CHILDREN'S PROGRAMMING INCLUDES AFTER SCHOOL WORKSHOPS, GUIDED TOURS AND ACTIVITIES AT THE LEE MANSION AND THE FROST GALLERY, STAFF VISITS TO CLASSROOMS AND INTERN PROJECTS FOR HIGH SCHOOL AND COLLEGE STUDENTS. ALL CHILDREN'S PROGRAMMING IS FREE. APPROXIMATELY 1000 STUDENTS, FROM 3RD AND 8TH GRADES OF MARBLEHEAD PUBLIC SCHOOLS VISIT ANNUALLY. AN AVERAGE OF 4 TO 6 STUDENTS FROM LOCAL HIGH SCHOOLS AND COLLEGES WORK ONE ON ONE WITH STAFF THROUGHOUT THE YEAR AS INTERNS.PROGRAMMING FOR ADULTS FOCUSES ON THE SPRING AND FALL LECTURE SERIES, SPONSORED BY MARBLE HARBOR INVESTMENT COUNSEL. A TOTAL OF 10-12 LECTURES ARE OFFERED EACH YEAR. ALSO, WALKING TOURS OF HISTORIC MARBLEHEAD TAKE PLACE THE SUMMER AND FALL. DAYTIME LECTURE SERIES, KNOWN AS BROWN BAG LUNCHES, ARE OFFERED AT NO CHARGE. 6637 THE MUSEUM HAS OVER 60,000 CATALOGUED OBJECTS, ARTIFACTS AND PERSONAL PAPERS ITS COLLECTION. MOST OF THE FURNITURE, PAINTINGS AND DECORATIVE ARTS ARE ON DISPLAY IN THE LEE MANSION. A PORTION OF THE MUSEUM'S COLLECTION IS AVAILABLE ONLINE THROUGH THE MUSEUM'S WEBSITE, MARBLEHEADMUSEUM.ORG. THE MUSEUM'S CURATOR WORKS WITH RESEARCHERS BOTH IN PERSON AND THROUGH EMAIL AND TELEPHONE REQUESTS. PURCHASES FOR THE MUSEUM COLLECTION ARE LIMITED. THERE WERE NO ADDITIONS TO THE COLLECTIONS THROUGH PURCHASE IN 2016. 1674 THE MARBLEHEAD MUSEUM OFFERS CHANGING EXHIBITS, USUALLY TWO TO THREE EACH YEAR, IN THE MUSEUM'S CHANGING EXHIBIT GALLERY. IN 2016 THE MUSEUM'S EXHIBITS WERE MARBLEHEAD AND THE GRAND BANKS, FEATURING PAINTINGS BY JO.J. FROST, MARBLEHEAD FOLK ARTIST, AND ARTIFACTS AND IMAGES RELATED TO GRAND BANKS FISHING AND THE MARBLEHEAD FEMALE HUMANE SOCIETY: 1816-2016, CELEBRATING THE 200TH ANNIVERSARY OF THE PHILANTHROPIC ORGANIZATION DEDICATED TO HELPING WOMEN. BOTH EXHIBITS WERE SUPPORTED BY LECTURES AND PROGRAMS RELATED TO THEIR THEMES. LECTURES ABOUT FISHING AND MARITIME TRADITIONS INCLUDED A TALK BY SUSAN FUNK OF MYSTIC SEAPORT, AND A TALK BY CAPTAIN YANN CARIOU OF THE HERMIONE, AN 18TH CENTURY VESSEL REPRODUCED AS FRANCE'S REPRESENTATIVE OF INTERNATIONAL TALL SHIPS. 168539 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 0 1 0 0 MA X PAM M PETERSON 7816311768 170 WASHINGTON STREET MARBLEHEAD MA 01945 JACK ATTRIDGE PRESIDENT/DIRECTOR 5.00 X X 0 0 0 AMY DRINKER 1ST V.P./DIRECTOR 5.00 X X 0 0 0 PATTY PEDERSON 2ND V.P./DIRECTOR 3.00 X X 0 0 0 KIM DOWNING SECRETARY/DIRECTOR 2.00 X X 0 0 0 MICHAEL MEEHAN TREASURER (1/16-4/16)/DIRECTOR (FULL YR) 2.00 X X 0 0 0 DIANE BARBOUR DIRECTOR 2.00 X 0 0 0 MARCIA HUNKINS DIRECTOR 2.00 X 0 0 0 MELINDA HUFF DIRECTOR 2.00 X 0 0 0 CHRIS KENNEDY DIRECTOR (APPOINTED 4/2016) 2.00 X 0 0 0 PATRICIA LAUSIER DIRECTOR (FULL YR)/TREASURER (APPT 4/2016) 2.00 X 0 0 0 LIBBY MOORE DIRECTOR 2.00 X 0 0 0 EUGENE RECORD DIRECTOR 2.00 X 0 0 0 MAEVE RICE DIRECTOR 2.00 X 48000 0 0 BEVERLY SIMPSON DIRECTOR 2.00 X 0 0 0 TOM SALTSMAN DIRECTOR (APPOINTED 4/2016) 2.00 X 0 0 0 JOE HOMAN DIRECTOR (APPOINTED 4/2016) 2.00 X 0 0 0 PAM PETERSON EXECUTIVE DIRECTOR 37.50 X 0 0 0 48000 0 0 0 0 0 0 0 29485 195527 15569 225012 ADMISSIONS 900099 19512 19512 19512 37472 37472 3250 13061 -9811 -9811 -9811 762594 581489 181105 181105 181105 16075 4159 11916 11916 1684 2574 -890 -890 464316 18622 0 220682 48000 24000 12000 12000 85582 50758 19917 14907 10855 7224 1733 1898 929 929 9600 9600 195 195 7383 6250 1133 26495 9395 7222 9878 27603 23696 2105 1802 11167 5502 3732 1933 27379 24748 1418 1213 MAINTENANCE 8655 8655 MUSEUM. COLLECTIONS & E 8311 8311 MEMBERSHIP & DEVELOPMEN 3581 3581 BANK AND CREDIT CARD FE 1556 1556 277291 168539 61540 47212 52801 20346 70699 211808 22104 2650 377 641183 217204 298531 423979 1374752 1303028 1841 368 1823378 1959906 12471 31925 12471 31925 X 1727089 1865004 83818 62977 1810907 1927981 1823378 1959906 187025 -69951 0 X 1 X 0 0 0 X 92356 256468 155731 192937 225012 922504 48521 44998 54492 44416 37271 229698 140877 301466 210223 237353 262283 1152202 10000 10000 20000 0 10000 10000 20000 1132202 35307 39913 40178 40551 40722 196671 35307 39913 40178 40551 40722 196671 176184 341379 250401 277904 303005 1348873 0.83940 0.83590 0.14580 0.15590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1529269 129510 148417 229383 1577813 1550398 90992 -11998 99972 150 1529270 1523701 11000 127892 110224 1971 1550398 1265572 38343 220096 310 1523701 1159971 155744 49959 184 1265572 0.96010 0.03990 0 0 66715 66715 433326 211204 222122 6000 6000 0 135142 135142 423979 PART III, LINE 1A: THE MUSEUM MAINTAINS A COLLECTION OF HISTORIC ARTIFACTS FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE AND NOT FOR FINANCIAL GAIN. THE MUSEUM EXPENSES ITEMS OBTAINED FOR ITS COLLECTIONS. IN THE RARE EVENT OF A SALE OF DEACCESSIONED ARTIFACTS, THE PROCEEDS ARE USED EXCLUSIVELY TO ACQUIRE OTHER ARTIFACTS FOR THE COLLECTION. PART III, LINE 4: THE MARBLEHEAD MUSEUM PRESERVES, PROTECTS, AND PROMOTES MARBLEHEAD'S PAST AS A MEANS OF ENRICHING THE PRESENT. THE MUSEUM SHALL COLLECT, STUDY, AND CONSERVE SUCH HISTORICAL MATERIALS AS RELATE TO THE TOWN AND OF THE PERSONS WHOSE LIVES HAVE CONTRIBUTED TO THE DEVELOPMENT OF MARBLEHEAD, AND OTHERWISE INFLUENCED ITS HISTORY. IT SHALL CONSERVE AND PRESERVE RELICS AND PROPERTY OF THE PAST, SUCH AS THE JEREMIAH LEE MANSION AND THE CIVIL WAR & GRAND ARMY OF THE REPUBLIC MUSEUM, AND OTHER PROPERTY, BOTH REAL AND PERSONAL, AS MAY BE GIVEN, BEQUEATHED, PURCHASED, LOANED TO OR OTHERWISE ACQUIRED BY THE MUSEUM. THE MUSEUM WILL USE THE COLLECTION FOR THE EDUCATION, ENJOYMENT, AND BENEFIT OF THE GENERAL PUBLIC. THE MUSEUM IS AN EDUCATIONAL RESOURCE FOR RESIDENTS OF MARBLEHEAD, VISITORS, AND SCHOLARS FROM AROUND THE WORLD. PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD FOR THE FOLLOWING PURPOSES AS OF DECEMBER 31, 2016 DONOR RESTRICTED FUNDING FOR PROGRAMS $ 62,977 BOARD DESIGNATED-LONG-TERM GROWTH AND SUSTAINABILITY $ 1,514,836 $ 1,577,813 AUCTION 6140 6140 3753 GARDEN PARTY 4740 4740 406 7 5195 5195 16075 16075 4159 4159 11916 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS DUES PAYING MEMBERS. THIS IS THE ONLY CLASS OF MEMBERSHIP AND THEY HAVE THE POWER TO ELECT TO ELECT THE OFFICERS OF THE ORGANIZATION FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS HAVE THE POWER TO VOTE ON THE NEW SLATE OF OFFICERS ELECTED AT ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT KEEP MINUTES OF ITS COMMITTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS A DRAFT OF THE FORM 990 AS PREPARED BY INDEPENDENT TAX PROFESSIONALS AND DISCUSSES ANY QUESTIONS/ISSUES WITH THE TAX PROFESSIONALS. ONCE THE EXECUTIVE DIRECTOR ACCEPTS THE DRAFT, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO REVIEW THE POLICY AND SIGN A DISCLOSURE FORM ANNUALLY. IF A CONFLICT ARISES DURING THE YEAR, THEY ARE REQUIRED TO DISCLOSE IT IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED ANNUALLY BY EXECUTIVE BOARD OFFICERS WHO ALSO CONDUCT THE ANNUAL PERFORMANCE EVALUATION OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE MUSEUM'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE MUSEUM.