2016-11-14T15:28:58-06:00 2015-12-31 042442519 EDELSTEIN AND COMPANY LLP 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990 2015-01-01 046003248 MARBLEHEAD MUSEUM & HISTORICAL SOCIETY MARB 7816311768 170 WASHINGTON STREET MARBLEHEAD MA 01945 PAM M PETERSON EXECUTIVE DIRECTOR 7816311768 2016-11-14 1 ALFONSO PERILLO P00950491 6172276161 2016-11-11 2015 2017-02-10 21:41:12Z PAM M PETERSON 170 WASHINGTON STREET MARBLEHEAD MA 01945 470861 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. 17 17 9 34 0 0 187609 193989 15603 17546 139971 74623 -19435 -12151 323748 274007 25 0 0 0 142420 149860 0 0 40686 122013 127682 264458 277542 59290 -3535 1894584 1804433 73 77 1894511 1804356 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 168314 17995 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 MANSIONANNUALLY. 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. 6822 240 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, BUT IN 2015 THE MUSEUM PURCHASED A DEED FOR THE SALE OF A PROPERTY IN MARBLEHEAD, DATED 1758, SIGNED BY BOTH MARTHA AND JEREMIAH LEE TO ADD TO THE MUSEUM'S COLLECTION. 2594 0 THE MARBLEHEAD MUSEUM OFFERS CHANGING EXHIBITS , USUALLY TWO TO THREE EACH YEAR, IN THE MUSEUM'S CHANGING EXHIBIT GALLERY. IN 2015 THE MUSEUM'S EXHIBITS WERE TOYS! FROM THE MUSEUM'S COLLECTION. AN OVERVIEW OF TOYS, DOLLS AND PLAYTHINGS FROM THE MUSEUM'S COLLECTION, ON DISPLAY IN THE WINTER AND SPRING OF 2015 .THE TIP OF THE ICEBERG: WHAT LIES BENEATH?WAS ON EXHIBIT FROM JUNE THROUGH DECEMBER.VISITORS TO THE MUSEUM SEE ONLY THE TIP OF THE ICEBERG, BUT RARELY GET TO SEE WHAT LIES BENEATH. THE MARBLEHEAD MUSEUM HAS WONDERFUL DOCUMENTS, BOOKS, PAINTINGS, TEXTILES AND PERSONAL ITEMS THAT ARE ALMOST NEVER ON DISPLAY. THE EXHIBIT IS A GLIMPSE AT ARTIFACTS THAT ARE RARELY AVAILABLE TO THE PUBLIC. MANY ITEMS ARE FRAGILE, RARE, A BIT OBSCURE, AND SENSITIVE TO LIGHT. BUT THEY ARE ON DISPLAY BRIEFLY, TO INTRIGUE, AMAZE AND INSPIRE MUSEUM VISITORS. HIGHLIGHTS INCLUDE THE AMAZING ASHLEY BOWEN JOURNALS, WRITTEN BY A SAILOR FROM MARBLEHEAD WHO WENT TO SEA AT AGE ELEVEN, A BEAUTIFUL MINIATURE OF JEREMIAH LEE, PAINTED BY JOHN SINGLETON COPLEY, THE MOST FAMOUS PORTRAIT PAINTER IN COLONIAL AMERICA. ALSO ON DISPLAY ARE EXAMPLES OF RARE EIGHTEENTH CENTURY SILVER, AND GLAMOROUS DRESSES, FANS AND ACCESSORIES FROM THE MUSEUM'S TEXTILE COLLECTION. 177730 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 8 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 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/DIRECTOR 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 4/15/15) 2.00 X 0 0 0 KARYN LANG DIRECTOR 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 0 0 0 BEVERLY SIMPSON DIRECTOR 2.00 X 0 0 0 JEAN FALLON DIRECTOR 2.00 X 0 0 0 TOM SALTSMAN DIRECTOR (APPOINTED 4/15/15) 2.00 X 0 0 0 JOE HOMAN DIRECTOR (APPOINTED 4/15/15) 2.00 X 0 0 0 ANDREW CHRISTENSEN DIRECTOR (RESIGNED 4/15/15) 2.00 X 0 0 0 DON DOLIBER DIRECTOR (RESIGNED 4/15/15) 2.00 X 0 0 0 PAM PETERSON EXECUTIVE DIRECTOR 37.50 X 48000 0 0 48000 0 0 0 0 0 0 0 36405 16730 140854 1500 193989 ADMISSIONS 900099 17546 17546 17546 40001 40001 128 128 550 15381 -14831 -14831 -14831 208475 173853 34622 34622 34622 7870 16730 6007 1863 1863 2302 1613 689 689 274007 18235 0 61783 48000 24000 12000 12000 81262 55881 11617 13764 20598 12729 3764 4105 1721 1721 6000 6000 2201 974 1227 2540 2540 8024 8024 6140 6140 24111 24111 210 210 11332 11332 29299 26812 1189 1298 MAINTENANCE 13174 13174 MUSEUM. COLLECTIONS & E 11159 11159 MEMBERSHIP & DEVELOPMEN 9519 9519 BANK AND CREDIT CARD FE 2252 2252 277542 177730 59126 40686 39324 55960 152294 70699 3775 2650 541041 242510 308390 298531 1387487 1374752 3314 1841 1894584 1804433 73 77 73 77 X 1888511 1742995 6000 61361 1894511 1804356 1894584 1804433 -3535 -86620 0 X 1 X 0 0 0 X 103122 92356 256468 187609 193989 833544 43603 48521 44998 24228 27718 189068 146725 140877 301466 211837 221707 1022612 10000 10000 0 10000 10000 1012612 32589 35307 39913 40375 40679 188863 32589 35307 39913 40375 40679 188863 179314 176184 341379 252212 262386 1211475 0.83590 0.83730 0.15590 0.16270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 1545780 75748 -11998 117921 150 1491459 1523701 6000 128274 110224 1971 1545780 1265572 38343 220096 310 1523701 1159971 155744 49959 184 1265572 1230297 13868 84180 14 1159971 0.95890 0.04110 0 0 92992 92992 407049 201510 205539 6000 6000 0 35000 35000 0 298531 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, 2015 DONOR RESTRICTED FUNDING FOR PROGRAMS $ 61,361 BOARD DESIGNATED-LONG-TERM GROWTH AND SUSTAINABILITY $ 1,430,098 $ 1,491,459 GARDEN PARTY 7557 6057 1500 1846 871 RICH WILSON LECTURE 4000 2250 1750 11 13043 8423 4620 1193 2097 24600 16730 7870 3039 2968 6007 1863 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 11 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.