GORE PLACE SOCIETY: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GORE PLACE SOCIETY (EIN 04-2104254)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-11
- IRS object ID
- 201621329349302622
- Schema version
- 2014v6.0
- 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 | 2016-05-11T12:56:43-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORE PLACE SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORE | BusinessNameControlTxt |
| Phone | 7818942798 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 GORE STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ROBERTSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7818942798 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2016-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN ROBERTSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 GORE STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,298,203 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GOREPLACE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF GORE PLACE IS TO PRESERVE AND PROMOTE THE 1806 COUNTRY ESTATE OF CHRISTOPHER AND REBECCA GORE AS A UNIQUE COMMUNITY RESOURCE THAT TELLS THE STORY OF EARLY 19TH CENTURY AMERICAN LIFE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 85 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $564,863 | PYContributionsGrantsAmt |
| CY Contributions Grants | $855,302 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,777 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $131,923 | CYProgramServiceRevenueAmt |
| PY Investment Income | $478,002 | PYInvestmentIncomeAmt |
| CY Investment Income | $436,764 | CYInvestmentIncomeAmt |
| PY Other Revenue | $93,816 | PYOtherRevenueAmt |
| CY Other Revenue | $97,815 | CYOtherRevenueAmt |
| PY Total Revenue | $1,152,458 | PYTotalRevenueAmt |
| CY Total Revenue | $1,521,804 | 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 | $390,846 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $477,499 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $96,995 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $384,275 | PYOtherExpensesAmt |
| CY Other Expenses | $418,682 | CYOtherExpensesAmt |
| PY Total Expenses | $775,121 | PYTotalExpensesAmt |
| CY Total Expenses | $896,181 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $377,337 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $625,623 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,757,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,737,882 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $92,529 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $700,808 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,664,625 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,037,074 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF GORE PLACE IS TO PRESERVE AND PROMOTE THE 1806 COUNTRY ESTATE OF CHIRSTOPHER AND REBECCA GORE AS A UNIQUE COMMUNITY RESOURCE THAT TELLS THE STORY OF EARLY 19TH CENTURY AMERICAN LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $492,232 | ExpenseAmt |
| Revenue | $134,442 | RevenueAmt |
| Desc | MUSEUM OPERATIONS - GORE PLACE SOCIETY IS A MEMBERSHIP ORGANIZATION THAT PRESERVES, RESTORES AND PROMOTES GORE PLACE, THE EARLY 19TH CENTURY ESTATE OF CHRISTOPHER AND REBECCA GORE AS A MUSEUM TO INSPIRE AN APPRECIATION OF FEDERAL PERIOD AMERICA. GORE PLACE IS A NATIONAL HISTORIC LANDMARK WITH PARTICULAR SIGNIFICANCE FOR ARCHITECTURE AND AMERICAN LABOR HISTORY. THE MANSION HOUSES THE LARGEST COLLECTION OF EARLY 19TH CENTURY BOSTON MADE FURNITURE IN A HISTORIC HOUSE. GORE PLACE IS ACCREDITED BY THE AMERICAN ALLIANCE OF MUSEUMS. THE GORE ESTATE HAS 50 ACRES OF LAWNS, GARDENS AND FARM FIELDS WITH A 1793 CARRIAGE HOUSE, AND 1806 MANSION, AND 1835 FARM MANAGER'S COTTAGE AND A SMALL FARM OF PERIOD BREEDS OF ANIMALS AND POULTRY. A YEAR-ROUND CALENDAR OF PROGRAMS INCLUDES DAY AND EVENING TOURS, EXHIBITS, LECTURES, DRAMAS, CONCERTS, CLASSROOM AND FAMILY EDUCATION PROGRAMS BOTH IN THE MANSION AND ON THE FARM, PUBLICATIONS, WORKSHOPS, FARM GATHERINGS, FARM STAND, SUMMER INTERN PROGRAM AND FESTIVALS. THE LARGEST EVENT IS THE ANNUAL SHEEP SHEARING FESTIVAL IN APRIL. IN 2015, THE SHEEP SHEARING FESTIVAL HAD 10,000 ATTENDEES. AN ESTIMATED 30,000 VISITORS USE THE ESTATE ANNUALLY FOR PROGRAMS AND RECREATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $34,044 | ExpenseAmt |
| Desc | PRESERVATION AND RESTORATION - SINCE ITS FORMATION IN 1935, GORE PLACE SOCIETY HAS BEEN COMMITTED TO THE PRESERVATION OF THE GORE ESTATE AND ITS COLLECTIONS. THE MANSION WAS DESIGNED BY REBECCA GORE AND FRENCH ARCHITECT JACQUES-GUILLAUME LEGRAND AFTER CHRISTOPHER GORE HAD COMPLETED DIPLOMATIC DUTY IN ENGLAND. THE 50-ROOM BRICK STRUCTURE IS THE OLDEST SURVIVING POST-REVOLUTIONARY GOVERNOR'S MANSION IN MASSACHUSETTS AND IT IS AN OUTSTANDING EXAMPLE OF AMERICAN NEOCLASSICAL (FEDERAL) ARCHITECTURE. THERE ARE HIGH CEILINGS, MARBLE FLOORS, OVAL ROOMS, CURVED DOORS AND MOLDINGS, A FULL-SPIRAL CANTILEVERED STAIRCASE AND MANY LARGE, UNUSUAL WINDOWS. THE MANSION IS CAREFULLY FURNISHED FOR INTERPRETATION THROUGH RESEARCH AND BY USING CONSULTANTS SKILLED IN THE STYLE AND TECHNIQUES OF THE EARLY 19TH CENTURY. OVER THE PAST TWO DECADES, PROJECTS TO PRESERVE AND RESTORE THE HOME HAVE ATTRACTED BOTH FEDERAL AND STATE AGENCY AND MAJOR FOUNDATION SUPPORT. IN 2012, THE INITIAL PHASE OF THE RESTORATION OF THE 1793 CARRIAGE HOUSE WAS BEGUN WITH THE COMPLETION OF A NEW WOODEN ROOF. FURTHER PHASES RESTORED WINDOWS, DOORS, REPLACED GUTTERS, REPAINTED THE STRUCTURE AND RELOCATED IT 150 FT SOUTH TOWARD ITS ORIGINAL LOCATION. THE MOVE OCCURRED DURING THE SUMMER OF 2014 AND ALSO INCLUDED INTERIOR RESTORATION, HEAT, AIR, AND FIRE SUPPRESSION. IN 2003, THE SOCIETY BEGAN AN IMPORTANT PROGRAM OF ARCHIVAL, ARCHITECTURAL AND ARCHAEOLOGICAL RESEARCH TO BETTER UNDERSTAND AND INTERPRET HOW THE GORES LIVED ON THE ESTATE. THE RESEARCH CONTINUES AND IS FUNDED THROUGH GRANTS AND CONTRIBUTIONS. FINDINGS ARE USED TO GUIDE INTERPRETIVE PLANNING AND ARE INCORPORATED INTO PROGRAMS. THE RESEARCH REVEALS THAT THE GORES ENJOYED A REFINED LIFESTYLE UNKONW ELSEWHERE IN NEW ENGLAND AT THE TIME WITH HOUSEHOLD CONVENIENCES THAT INCLUDED CENTRAL HEATING, A HOT WATER SHOWER AND A LAUNDRY DRYING CLOSET. ARCHITECTS PREDICT THE FINDINGS WILL AFFECT THE STUDY OF EARLY 19TH CENTURY HOUSES IN THE U.S. AND IN EUROPE. A MASTER LANDSCAPE PLAN AND A STRATEGIC PLAN FOR THE GORE PLACE FARM GUIDE FUTURE RESTORATION OF THE LANDSCAPE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $526,276 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 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 | 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 | Yes (1) | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN ROBERTSON | PersonNm |
| Phone | 7818942798 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 GORE STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES HUNNEWELL JR | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICK LAMB | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LINDA WISEMAN | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS KOHLER | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM DIERCKS | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH GATES | ||||||
| ASSISTANT TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAMELA SWAIN | ||||||
| AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD CHEEK | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN DOGGETT-PLANTE | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE FERRERA | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN KEARNEY | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM LYNCH | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHANNA MCBRIEN | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN MCFARLAN | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHIP O'HARE | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRAN PERRY | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL QUINN | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BELINDA RATHBONE | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE TALL | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM THALER | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELECTA TRITSCH | ||||||
| GOVERNOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN ROBERTSON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $95,011 | $0 | $5,184 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $95,011 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,184 | 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 |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLEGRONE CONSTRUCTION COMPANY | |||||
| 273 NEWELL STREET | PITTSFIELD | MA | 01201 | CONSTRUCTION | $1,053,951 |
| MESICK COHEN WILSON BAKER ARCHITECTS | |||||
| 388 BROADWAY | ALBANY | NY | 12207 | ARCHITECTS | $159,532 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $19,919 | MembershipDuesAmt |
| Fundraising | $55,625 | FundraisingAmt |
| Government Grants | $257,400 | GovernmentGrantsAmt |
| All Other Contributions | $522,358 | AllOtherContributionsAmt |
| Noncash Contributions | $35,896 | NoncashContributionsAmt |
| Total Contributions | $855,302 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM EVENTS | 900099 | $98,296 | $98,296 |
| FARM STAND SALES | 900099 | $22,433 | $22,433 |
| ADMISSIONS | 900099 | $11,194 | $11,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $131,923 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,159 | TotalRevenueColumnAmt |
| Exclusion | $285,159 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $79,038 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,144 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $53,894 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,894 | TotalRevenueColumnAmt |
| Exclusion | $53,894 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,836,863 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,658,739 | SecuritiesAmt |
| Other | $26,519 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $178,124 | SecuritiesAmt |
| Other | -$26,519 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,605 | TotalRevenueColumnAmt |
| Exclusion | $151,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $102,751 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $55,625 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $61,349 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,402 | TotalRevenueColumnAmt |
| Exclusion | $41,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $6,897 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,648 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,249 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,249 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $270 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $270 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $270 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,521,804 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $134,442 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $532,060 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,084 | TotalAmt |
| Management And General | $58,549 | ManagementAndGeneralAmt |
| Fundraising | $56,535 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,215 | TotalAmt |
| Program Services | $193,377 | ProgramServicesAmt |
| Management And General | $95,268 | ManagementAndGeneralAmt |
| Fundraising | $29,570 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,539 | TotalAmt |
| Program Services | $1,973 | ProgramServicesAmt |
| Management And General | $566 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,385 | TotalAmt |
| Program Services | $3,959 | ProgramServicesAmt |
| Management And General | $1,422 | ManagementAndGeneralAmt |
| Fundraising | $4 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,276 | TotalAmt |
| Program Services | $16,386 | ProgramServicesAmt |
| Management And General | $12,810 | ManagementAndGeneralAmt |
| Fundraising | $7,080 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,499 | TotalAmt |
| Management And General | $26,499 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,192 | TotalAmt |
| Management And General | $29,192 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,955 | TotalAmt |
| Management And General | $2,955 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,083 | TotalAmt |
| Management And General | $2,083 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,547 | TotalAmt |
| Program Services | $5,022 | ProgramServicesAmt |
| Management And General | $24,719 | ManagementAndGeneralAmt |
| Fundraising | $3,806 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,889 | TotalAmt |
| Program Services | $29,889 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,139 | TotalAmt |
| Management And General | $7,139 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,766 | TotalAmt |
| Management And General | $10,766 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,363 | TotalAmt |
| Program Services | $71,421 | ProgramServicesAmt |
| Management And General | $942 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,359 | TotalAmt |
| Program Services | $34,359 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| PROGRAM SERVICES | $59,968 | $59,968 |
| PROGRAM EVENT EXPENSES | $58,991 | $58,991 |
| PROJECT EXPENSES | $35,686 | $35,686 |
| SECURITY | $15,245 | $15,245 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $896,181 | TotalAmt |
| Program Services | $526,276 | ProgramServicesAmt |
| Management And General | $272,910 | ManagementAndGeneralAmt |
| Fundraising | $96,995 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,488 | BOYAmt |
| EOY | $83,860 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,541 | BOYAmt |
| EOY | $412,966 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,790 | BOYAmt |
| EOY | $34,890 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678 | BOYAmt |
| EOY | $18,434 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,007,484 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $698,063 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,461,320 | BOYAmt |
| EOY | $4,309,421 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,860,536 | BOYAmt |
| EOY | $6,875,267 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,801 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,757,154 | BOYAmt |
| EOY | $11,737,882 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,924 | BOYAmt |
| EOY | $98,178 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,500 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,605 | BOYAmt |
| EOY | $19,822 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $579,308 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,529 | BOYAmt |
| EOY | $700,808 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,666,764 | BOYAmt |
| EOY | $6,334,071 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,030,330 | BOYAmt |
| EOY | $2,735,472 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,967,531 | BOYAmt |
| EOY | $1,967,531 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,664,625 | BOYAmt |
| EOY | $11,037,074 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,757,154 | BOYAmt |
| EOY | $11,737,882 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $625,623 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$253,174 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $205,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $246,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $371,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $564,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $855,302 | CurrentTaxYearAmt |
| Total | $2,244,220 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $205,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $246,348 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $371,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $564,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $855,302 | CurrentTaxYearAmt |
| Total | $2,244,220 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $40,948 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,203,272 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $266,189 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $276,838 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $278,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $272,464 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $364,197 | CurrentTaxYearAmt |
| Total | $1,458,377 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,702,597 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $935,814 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49620 | 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 |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,420,473 | BeginningYearBalanceAmt |
| Contributions | $2,740,063 | ContributionsAmt |
| Investment Earnings Or Losses | $179,704 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,351,836 | OtherExpendituresAmt |
| End Year Balance | $6,988,404 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,235,670 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $810,168 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $625,365 | OtherExpendituresAmt |
| End Year Balance | $5,420,473 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,174,973 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $510,337 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $449,640 | OtherExpendituresAmt |
| End Year Balance | $5,235,670 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,624,851 | BeginningYearBalanceAmt |
| Contributions | $157 | ContributionsAmt |
| Investment Earnings Or Losses | $38,598 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $488,633 | OtherExpendituresAmt |
| End Year Balance | $5,174,973 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,856,293 | BeginningYearBalanceAmt |
| Contributions | $1,428,543 | ContributionsAmt |
| Investment Earnings Or Losses | $849,920 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $509,905 | OtherExpendituresAmt |
| End Year Balance | $5,624,851 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.28150 | 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 | $24,600 | OtherCostOrOtherBasisAmt |
| Book Value | $24,600 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,704,003 | OtherCostOrOtherBasisAmt |
| Depreciation | $484,267 | DepreciationAmt |
| Book Value | $4,219,736 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $170,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $136,168 | DepreciationAmt |
| Book Value | $33,868 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $77,628 | DepreciationAmt |
| Book Value | $31,217 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,309,421 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,226,931 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$253,174 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $19,965 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$58,991 | OtherRevenueAmt |
| Revenue Not Reported | -$292,200 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,519,131 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $29,192 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$26,519 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,673 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,521,804 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $854,482 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $19,965 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $26,519 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $46,484 | ExpensesNotReportedAmt |
| Expenses Subtotal | $807,998 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $29,192 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $58,991 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $88,183 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $896,181 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE SOCIETY HAS ELECTED TO NOT DISCLOSE DONATED COLLECTIONS UNDER U.S. GAAP FOR COLLECTION ITEMS AS THEY MET ALL THE FOLLOWING CRITERIA: HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; PROTECTED, KEPT UNENCUMBERED, CARED FOR, PRESERVED; AND SUBJECT TO AN ORGANIZATIONAL POLICY THAT REQUIRES THE PROCEEDS OF ITEMS THAT ARE SOLD TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS EXPENSES IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PROCEEDS FROM INSURANCE RECOVERIES ARE REFLECTED AS REVENUE. THE SOCIETY HAS A DE-ACCESSION PROGRAM TO SELL ITEMS OF ITS COLLECTIONS THAT DO NOT MEET THE OBJECTIVES OF THE SOCIETY'S OVERALL MISSION. UNDER THE POLICY, PROCEEDS FROM SALES OF COLLECTIONS SHALL BE PLACED IN A FUND RESTRICTED TO PURCHASE FUTURE COLLECTION ITEMS THAT MEET THE SOCIETY'S MISSION AND GOALS. THERE WERE NO SALES OF COLLECTIONS FOR THE YEAR ENDED JUNE 30, 2015. |
| PART III, LINE 4: | THE SOCIETY'S COLLECTIONS CONSIST OF FURNISHINGS AND OTHER ACCESSORIES OF THE LATE 18TH AND EARLY 19TH CENTURY. |
| PART V, LINE 4: | THE SOCIETY'S BOARD DEISGNATED ENDOWMENTS ARE USED AT THE BOARD'S DISCRETION. THE TERM ENDOWMENTS REPRESENT CUMULATIVE EARINGS AND APPRECIATION ON PERMANENT ENDOWMENTS THAT ARE RESTRICTED FOR: GROUNDS, MAINTENANCE AND ACQUISITION OF COLLECTION ITEMS AND SUBJECT TO THE SOCIETY'S SPENDING POLICY. THE SOCIETY USES THE EARNINGS ON ITS PERMANENT ENDOWMENTS IN ACCORDANCE WITH DONOR INSTRUCTIONS OR ITS SPENDING POLICY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PROGRAM EVENT EXPENSES REPORTED NET OF REVENUE ON FINANCIAL STATEMENTS -58,991. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | OTHER LOSS REPORTED ON STATEMENT OF REVENUE -26,519. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | OTHER LOSS REPORTED ON STATEMENT OF REVENUE 26,519. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PROGRAM EVENT EXPENSES REPORTED NET OF REVENUE ON FINANCIAL STATEMENTS 58,991. |
| FORM 990, SCHEDULE D, PART V, LINE 1B CONTRIBUTIONS | THE CONTRIBUTIONS REPORTED FOR THE CURRENT YEAR REPRESENT AMOUNTS PREVIOUSLY REPORTED AS UNRESTRICTED UNDESIGNATED FUNDS, WHICH WERE RECLASSIFIED TO UNRESTRICTED BOARD DESIGNATED ENDOWMENT FUNDS IN 2015. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SHEEP SHEARING FESTIVAL | Event1Nm |
| Gross Receipts Event1 | $87,451 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $87,451 | GrossRevenueEvent1Amt |
| Entertainment Event1 | $6,270 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $19,449 | OtherDirectExpensesEvent1Amt |
| Event2 | CARRIAGE HOUSE GALA | Event2Nm |
| Gross Receipts Event2 | $70,925 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $55,625 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $15,300 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $19,418 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,400 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $14,812 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $158,376 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $55,625 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $102,751 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $19,418 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $7,670 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $34,261 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $61,349 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $41,402 | NetIncomeSummaryAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,896 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATIONS | 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6, NUMBER OF VOLUNTEERS | VOLUNTEERS PROVIDE EVENT SUPPORT, TOURS, RESEARCH, EXPERTISE IN PROJECT MANAGEMENT, LANDSCAPING, FARMING AND OFFICE ASSISTANCE. |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY PERSON OR BUSINESS MAY BECOME AN ANNUAL MEMBER OF THE SOCIETY IMMEDIATELY UPON PAYMENT OF DUES APPROPRIATE TO THE CLASS OF MEMBERSHIP. THE BOARD OF GOVERNORS SHALL HAVE THE POWER TO DEFINE THE CLASSES OF MEMBERSHIP AND TO FIX THE AMOUNT OF DUES AND PRIVELEGES FOR EACH CLASS. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT THE ANNUAL MEETING, THE MEMBERS HAVE THE RIGHT TO NOMINATE FROM THE FLOOR AND ALSO VOTE FOR A SLATE. |
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF THE 990 WAS GIVEN TO THE EXECUTIVE COMMITTEE AND THE BOARD OF GOVERNORS FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE BOARD IS PRESENTED WITH THE CONFLICT OF INTEREST POLICY AND BOARD MEMBERS ARE ASKED TO SIGN IF THEY HAVE NOT DONE SO. ALL NEW BOARD MEMBERS ARE REQUIRED TO SIGN THE POLICY UPON JOINING THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF GOVERNORS AS WELL AS AN ANNUAL COMPARISON TO REGIONAL ASSOCIATIONS SALARY SURVEY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SOCIETY MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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