RHODE ISLAND HISTORICAL SOCIETY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RHODE ISLAND HISTORICAL SOCIETY (EIN 05-0259110)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-28
- IRS object ID
- 201741189349300609
- Schema version
- 2015v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-28T08:29:29-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770601437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTIVO MONACELLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 EXCHANGE TERRACE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050259110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RHODE ISLAND HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RHOD | BusinessNameControlTxt |
| Phone | 4013318575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BENEVOLENT STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | C MORGAN GREFE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4013318575 | PhoneNum |
| Signature | 2017-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN E MONACELLI CPAPFS MST | PreparerPersonNm |
| PTIN | P00032617 | PTIN |
| Phone | 4012737600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | C MORGAN GREFE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BENEVOLENT STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,123,837 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RIHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1822 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | THE RHODE ISLAND HISTORICAL SOCIETY IS DEDICATED TO COLLECTING, PRESERVING, AND SHARING RHODE ISLAND'S HISTORY | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 40 | TotalEmployeeCnt |
| Total Volunteers | 124 | TotalVolunteersCnt |
| Total Gross UBI | $18,833 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$4,202 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,312,260 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,002,982 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $140,950 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $139,166 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,483,479 | PYInvestmentIncomeAmt |
| CY Investment Income | $69,384 | CYInvestmentIncomeAmt |
| PY Other Revenue | $104,980 | PYOtherRevenueAmt |
| CY Other Revenue | $113,597 | CYOtherRevenueAmt |
| PY Total Revenue | $3,041,669 | PYTotalRevenueAmt |
| CY Total Revenue | $1,325,129 | 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 | $1,210,477 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,377,676 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $160,924 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $842,893 | PYOtherExpensesAmt |
| CY Other Expenses | $964,108 | CYOtherExpensesAmt |
| PY Total Expenses | $2,053,370 | PYTotalExpensesAmt |
| CY Total Expenses | $2,341,784 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $988,299 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,016,655 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,103,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,733,940 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $190,282 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $183,765 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,912,889 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,550,175 | NetAssetsOrFundBalancesEOYAmt |
| Mission | RHODE ISLAND HISTORICAL SOCIETY'S PRIMARY MISSION IS HONORING, INTERPRETING, AND SHARING RHODE ISLAND'S PAST TO ENRICH THE PRESENT AND INSPIRE THE FUTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $442,549 | ExpenseAmt |
| Revenue | $5,148 | RevenueAmt |
| Desc | LIBRARY PROGRAM - THE RHODE ISLAND HISTORICAL SOCIETY LIBRARY HAS OVER 150,000 VOLUMES RELATING TO THE HISTORY OF RHODE ISLAND AND SURROUNDING NEW ENGLAND. THIS RESEARCH CENTER ALSO HOLDS MORE THAN 5,000 MANUSCRIPTS, 400,000 IMAGES, AND 9 MILLION FEET OF MOTION PICTURE FILM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $536,768 | ExpenseAmt |
| Revenue | $29,112 | RevenueAmt |
| Desc | MUSEUM PROGRAM - THE RIHS OPERATES TWO MUSEUMS, THE JOHN BROWN HOUSE MUSEUM AND THE MUSEUM OF WORK & CULTURE, AS WELL AS OPERATING THE ALDRICH HOUSE, WHICH SERVES AS IT'S HEADQUARTERS, EVENT VENUE, AND EDUCATIONAL SPACE. THE MUSEUM OF WORK & CULTURE ALSO SERVES AS A VISITORS' CENTER FOR THE BLACKSTONE RIVER VALLEY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $564,453 | ExpenseAmt |
| Revenue | $104,863 | RevenueAmt |
| Desc | EDUCATION PROGRAMS - THE GOFF CENTER FOR EDUCATION AND PUBLIC PROGRAMS OVERSEES THE RIHS'S EDUCATIONAL WORK AS IT RELATES TO PUBLIC PROGRAMS RELATED TO RI AND AMERICA HISTORY, TEACHER PROFESSIONAL DEVELOPMENT IN THE FIELDS OF RI AND AMERICA HISTORY, PRIMARY DOCUMENT-BASED CURRICULUM DEVELOPMENT, UNIT PLANS, STUDENT TOURS, AND WRITTEN MATERIALS. THE GOFF CENTER ALSO DIRECTS THE RIHS'S RHODE ISLAND ONLINE DIRECTORY INITIATIVE (RHODI) PROJECT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,543,770 | 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 | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | 43 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 40 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARMYNE GOODFELLOW | PersonNm |
| Phone | 4013318575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BENEVOLENT STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALEXANDRA PEZZELLO ESQ | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR ANTHONY CALANDRELLI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY K CASSIDY ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS BARBARA K HART | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES P LORING CPACFA | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM S SIMMONS PHD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LUTHER W SPOEHR PHD | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MS BARBARA J THORNTON AIA | ||||||
| TRUSTEE/CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARRY G HITTNER ESQ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS POLLY TALBOTT | ||||||
| TRUSTER/CO-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| C MORGAN GREFE | ||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | Yes (X) | $123,551 | $0 | $6,195 |
| DR WINIFRED BROWNELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MS GAYLE A CORRIGAN | ||||||
| TRUSTEE/CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DR EDWARD IANNUCCILLI | ||||||
| TRUSTEE/CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THEODORE SMALLETZ | ||||||
| TRUSTEE/CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LANE TALBOT SPARKMAN | ||||||
| STATE REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY N BURDITT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW M ERICKSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE MGOODWIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOMAS RAMIREZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY C SPEARE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $123,551 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,195 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
| Membership Dues | $38,728 | MembershipDuesAmt |
| Fundraising | $41,980 | FundraisingAmt |
| Government Grants | $273,611 | GovernmentGrantsAmt |
| All Other Contributions | $648,663 | AllOtherContributionsAmt |
| Noncash Contributions | $13,632 | NoncashContributionsAmt |
| Total Contributions | $1,002,982 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMISSIONS INCOME | 900099 | $74,318 | $74,318 |
| PROGRAM REVENUE | 900099 | $62,284 | $62,284 |
| PUBLICATION SALES | 453220 | $2,564 | $2,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $139,166 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $583,129 | TotalRevenueColumnAmt |
| Exclusion | $583,129 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $444 | TotalRevenueColumnAmt |
| Exclusion | $444 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,632 | 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 | $42,632 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,632 | TotalRevenueColumnAmt |
| Exclusion | $42,632 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,264,919 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,778,664 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$513,745 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$513,745 | TotalRevenueColumnAmt |
| Exclusion | -$513,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $30,809 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $41,980 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $14,927 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,882 | TotalRevenueColumnAmt |
| Exclusion | $15,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $28,554 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $5,117 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,437 | TotalRevenueColumnAmt |
| Exclusion | $23,437 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| GIFT SHOP REVENUE | 453220 | $18,833 | $18,833 | |
| ADMINISTRATIVE FEES | 900099 | $8,939 | $8,939 | |
| MISCELLANEOUS | 900099 | $3,430 | $3,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,202 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,325,129 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $151,535 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18,833 | UnrelatedBusinessRevenueAmt |
| Exclusion | $151,779 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,956 | TotalAmt |
| Management And General | $124,956 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,000 | TotalAmt |
| Program Services | $653,852 | ProgramServicesAmt |
| Management And General | $301,277 | ManagementAndGeneralAmt |
| Fundraising | $79,871 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,584 | TotalAmt |
| Program Services | $19,314 | ProgramServicesAmt |
| Management And General | $10,570 | ManagementAndGeneralAmt |
| Fundraising | $1,700 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,181 | TotalAmt |
| Program Services | $52,722 | ProgramServicesAmt |
| Management And General | $24,223 | ManagementAndGeneralAmt |
| Fundraising | $7,236 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,955 | TotalAmt |
| Program Services | $57,598 | ProgramServicesAmt |
| Management And General | $37,207 | ManagementAndGeneralAmt |
| Fundraising | $7,150 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $665 | TotalAmt |
| Management And General | $665 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,500 | TotalAmt |
| Management And General | $19,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,529 | TotalAmt |
| Program Services | $15,804 | ProgramServicesAmt |
| Management And General | $6,388 | ManagementAndGeneralAmt |
| Fundraising | $36,337 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,512 | TotalAmt |
| Program Services | $136,483 | ProgramServicesAmt |
| Management And General | $7,428 | ManagementAndGeneralAmt |
| Fundraising | $1,601 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,445 | TotalAmt |
| Program Services | $2,655 | ProgramServicesAmt |
| Management And General | $2,790 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,940 | TotalAmt |
| Program Services | $33,304 | ProgramServicesAmt |
| Management And General | $8,383 | ManagementAndGeneralAmt |
| Fundraising | $7,253 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,139 | TotalAmt |
| Program Services | $6,703 | ProgramServicesAmt |
| Management And General | $1,435 | ManagementAndGeneralAmt |
| Fundraising | $1,001 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,808 | TotalAmt |
| Program Services | $88,070 | ProgramServicesAmt |
| Management And General | $19,738 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,992 | TotalAmt |
| Program Services | $1,411 | ProgramServicesAmt |
| Management And General | $581 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,571 | TotalAmt |
| Program Services | $7,671 | ProgramServicesAmt |
| Management And General | $1,840 | ManagementAndGeneralAmt |
| Fundraising | $60 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32 | TotalAmt |
| Program Services | $32 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,606 | TotalAmt |
| Program Services | $189,980 | ProgramServicesAmt |
| Management And General | $23,339 | ManagementAndGeneralAmt |
| Fundraising | $287 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,264 | TotalAmt |
| Program Services | $35,794 | ProgramServicesAmt |
| Management And General | $6,293 | ManagementAndGeneralAmt |
| Fundraising | $177 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $90,223 | $75,374 | $14,849 | |
| REPAIRS & MAINTENANCE | $78,010 | $55,091 | $18,646 | $4,273 |
| STIPENDS | $50,400 | $50,400 | ||
| PRINTING AND PUBLICATIO | $24,444 | $18,151 | $48 | $6,245 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,028 | TotalAmt |
| Program Services | $43,361 | ProgramServicesAmt |
| Management And General | $6,934 | ManagementAndGeneralAmt |
| Fundraising | $7,733 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,341,784 | TotalAmt |
| Program Services | $1,543,770 | ProgramServicesAmt |
| Management And General | $637,090 | ManagementAndGeneralAmt |
| Fundraising | $160,924 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,286 | BOYAmt |
| EOY | $230,767 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,816 | BOYAmt |
| EOY | $327,869 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,822 | BOYAmt |
| EOY | $153,171 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,201 | BOYAmt |
| EOY | $18,882 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,209 | BOYAmt |
| EOY | $17,407 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,859 | BOYAmt |
| EOY | $12,511 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,131,281 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,951,047 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,338,669 | BOYAmt |
| EOY | $3,180,234 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,657,051 | BOYAmt |
| EOY | $5,862,598 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,315,258 | BOYAmt |
| EOY | $9,925,501 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,103,171 | BOYAmt |
| EOY | $19,733,940 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,282 | BOYAmt |
| EOY | $183,765 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,282 | BOYAmt |
| EOY | $183,765 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,104,585 | BOYAmt |
| EOY | $4,205,611 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,912 | BOYAmt |
| EOY | $390,172 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,938,392 | BOYAmt |
| EOY | $14,954,392 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,912,889 | BOYAmt |
| EOY | $19,550,175 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,103,171 | BOYAmt |
| EOY | $19,733,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,016,655 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$344,837 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,222 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $1,208,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,859,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,177,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,312,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $994,727 | CurrentTaxYearAmt |
| Total | $6,552,370 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,208,852 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,859,170 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,177,361 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,312,260 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $994,727 | CurrentTaxYearAmt |
| Total | $6,552,370 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,208,378 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,343,992 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $254,595 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $752,656 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $770,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $626,205 | CurrentTaxYearAmt |
| Total | $2,667,893 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,132 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,482 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,053 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,202 | CurrentTaxYearAmt |
| Total | $180,283 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,400,546 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $950,416 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,322,808 | BeginningYearBalanceAmt |
| Contributions | $16,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$319,122 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $848,490 | OtherExpendituresAmt |
| End Year Balance | $15,171,196 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,759,323 | BeginningYearBalanceAmt |
| Contributions | $100,386 | ContributionsAmt |
| Investment Earnings Or Losses | $223,680 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $760,581 | OtherExpendituresAmt |
| End Year Balance | $16,322,808 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,667,033 | BeginningYearBalanceAmt |
| Contributions | $5,152,127 | ContributionsAmt |
| Investment Earnings Or Losses | $1,814,452 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $874,289 | OtherExpendituresAmt |
| End Year Balance | $16,759,323 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,099,072 | BeginningYearBalanceAmt |
| Contributions | $1,029,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,040,015 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $501,054 | OtherExpendituresAmt |
| End Year Balance | $10,667,033 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,125,704 | BeginningYearBalanceAmt |
| Contributions | $22,967 | ContributionsAmt |
| Investment Earnings Or Losses | -$474,461 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $575,138 | OtherExpendituresAmt |
| End Year Balance | $9,099,072 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01430 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $636,822 | OtherCostOrOtherBasisAmt |
| Book Value | $636,822 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,131,616 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,632,038 | DepreciationAmt |
| Book Value | $2,499,578 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $362,843 | OtherCostOrOtherBasisAmt |
| Depreciation | $319,009 | DepreciationAmt |
| Book Value | $43,834 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,180,234 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUNDS | Desc |
| Book Value | $9,925,501 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,925,501 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $926,834 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$344,837 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,293 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$1,222 | OtherRevenueAmt |
| Revenue Not Reported | -$339,766 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,266,600 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $58,529 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $58,529 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,325,129 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,289,548 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,293 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $6,293 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,283,255 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $58,529 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $58,529 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,341,784 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | COLLECTION ITEMS INCLUDE FURNISHINGS, DOCUMENTS, PUBLICATIONS, PAINTINGS, ART AND OTHER ITEMS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE. THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED TO THE GREATEST EXTENT POSSIBLE WITHIN THE SOCIETY'S RESOURCES. THE SOCIETY'S POLICY REQUIRES THAT THE PROCEEDS FROM THE SALES OF COLLECTION ITEMS BE USED SOLELY FOR ACQUISITIONS OF OTHER ITEMS FOR COLLECTION OR CONSERVATION OF COLLECTION ITEMS. DUE TO THE COST OF CAPITALIZING THE COLLECTION ITEMS AND MAINTAINING ONGOING VALUATION INFORMATION, THE SOCIETY HAS ELECTED NOT TO CAPITALIZE ITS COLLECTIONS. HOWEVER, MANAGEMENT CONSIDERS THE VALUE OF THE COLLECTION ITEMS TO BE SIGNIFICANT. |
| PART III, LINE 4: | COLLECTION ITEMS INCLUDE FURNISHINGS, DOCUMENTS, PUBLICATIONS, PAINTINGS, ART AND OTHER ITEMS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE. THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED TO THE GREATEST EXTENT POSSIBLE WITHIN THE SOCIETY'S RESOURCES. |
| PART V, LINE 4: | THE TRUSTEES MANAGE THE ENDOWMENT IN A MANNER THAT, OVER THE LONG-TERM, WILL ENSURE THAT THE ENDOWMENT ASSETS WILL APPRECIATE IN A MANNER THAT, AT A MINIMUM, KEEPS PACE WITH THE EFFECTS OF INFLATION WHILE ASSUMING A MODERATE LEVEL OF RISK. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE SOCIETY RELIES ON A TOTAL RETURN STRATEGY WHEREBY INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE SOCIETY TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN A REASONABLE RISK TOLERANCE. THE SOCIETY'S INVESTMENT POLICY IS EXPECTED TO ENHANCE THE REAL PURCHASING POWER OF THE ENDOWMENT WHILE MAINTAINING ITS ABILITY TO MEET CURRENT OBLIGATIONS. THE SOCIETY'S INTERMEDIATE TO LONG-TERM INVESTMENT OBJECTIVE IS TO MAINTAIN PURCHASING POWER SO THAT LEVELS OF SERVICES AND PROGRAMS ARE MAINTAINED IN RELATION TO AVERAGE COST INCREASES. THE SOCIETY'S SPENDING POLICY GUIDES ITS USE OF ENDOWMENT EARNINGS. THE SPENDING POLICY DETERMINES THE AMOUNT THAT CAN BE WITHDRAWN FROM THE ENDOWMENT TO SUPPORT THE SOCIETY'S OPERATIONS AND RESTRICTED PURPOSES. THE SPENDING POLICY IS REVIEWED ANNUALLY BY THE TRUSTEES IN CONSULTATION WITH THE FINANCE AND INVESTMENT MANAGERS. IN CONSIDERATION OF ECONOMIC CONDITIONS, INSTITUTIONAL ENDOWMENT OBJECTIVES AND OPERATIONAL FUNDING NEEDS, THE SPENDING POLICY IS ADJUSTED BY THE TRUSTEES AS DETERMINED TO BE NECESSARY TO COMPLY WITH UPMIFA'S PRUDENCY REQUIREMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -1,222. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | APRIL GALA | Event1Nm |
| Gross Receipts Event1 | $43,365 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $24,090 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,275 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $4,485 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $29,424 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $17,890 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $11,534 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $10,442 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $72,789 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $41,980 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $30,809 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,927 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $14,927 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $15,882 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $28,554 | GrossRevenueOtherGamingAmt |
| Non Cash Prizes Other Gaming | $2,390 | NonCashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $2,727 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $28,554 | GrossRevenueTotalGamingAmt |
| Non Cash Prizes Total Gaming | $2,390 | NonCashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $2,727 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $5,117 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $23,437 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | RI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.00000 | GamingOtherFacilityPct |
| Individual With Books | ANNE CONWAY | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 NORTE DAME AVENUE | AddressLine1Txt |
| City | CUMBERLAND | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02864 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | ANNE CONWAY | GamingManagerPersonNm |
| Gaming Manager Services Prov | KEEPS THE BOOKS AND RECORDS OF ALL GAMING ACTIVITIES. IS IN CHARGE OF MANAGING ALL GAMING ACTIVITIES. | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PRICELESS | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PRICELESS | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 292 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PRICELESS | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER - MANUSCRIPTS | Desc |
| Contribution | 148 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PRICELESS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 33: | FormAndLineReferenceDesc |
| Explanation | WE CONSIDER OUR COLLECTION TO BE PRICELESS. THEREFORE, WE DID NOT ENDEAVOR A VALUE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN DISCUSSES WITH THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | A BOARD MEMBER SHALL PROMPTLY DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRIOR TO ANY CONSIDERATION OF ANY MATTER IN WHICH A POTENTIAL CONFLICT OF INTEREST EXISTS. IF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER SHALL ABSTAIN FROM DISCUSSING OR VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | EXECUTIVE COMMITTEE DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION AND INFORMS THE BOARD OF TRUSTEES. ALL OTHER SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR AND PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE KEPT IN THE BUSINESS OFFICE AND COPIES CAN BE REQUESTED FOR PUBLIC INSPECTION. THE DOCUMENTS ARE ALSO AVAILABLE ON GUIDE STAR. |
| FORM 990, PART XI, LINE 9: | LOSS ON DISPOSAL OF FIXED ASSETS -1,222. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR |
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