TRUST U/WILL OF ORLANDO R SMITH: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: TRUST U/WILL OF ORLANDO R SMITH (EIN 23-7352670)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-10-02
IRS object ID: 201512759349300001
Schema version: 2014v5.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-10-02T05:08:19-07:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Pucci Greene & Fusaro LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	110 Airport Rd Suite 104	AddressLine1Txt
City	Westerly	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	028913434	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237352670	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Orlando R Smith Trust	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ORLA	BusinessNameControlTxt
Phone	4015965704	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	124 Granite Street	AddressLine1Txt
City	Westerly	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02891	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Stephen M Greene	PersonNm
Person Title	Trustee	PersonTitleTxt
Signature	2015-10-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Stephen M Greene	PreparerPersonNm
PTIN	P00191823	PTIN
Phone	4015961926	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	John B Coduri	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	7 Bayview Drive	AddressLine1Txt
City	Westerly	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02891	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$89,882	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
All Affiliates Included	false	AllAffiliatesIncludedInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	babcocksmithhouse.org	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1972	FormationYr
Legal Domicile State	RI	LegalDomicileStateCd
Activity Or Mission	To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	25	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$296,875	PYContributionsGrantsAmt
CY Contributions Grants	$48,048	CYContributionsGrantsAmt
PY Program Service Revenue	$2,729	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,182	CYProgramServiceRevenueAmt
PY Investment Income	$5,003	PYInvestmentIncomeAmt
CY Investment Income	$6,972	CYInvestmentIncomeAmt
PY Other Revenue	$23,758	PYOtherRevenueAmt
CY Other Revenue	$26,426	CYOtherRevenueAmt
PY Total Revenue	$328,365	PYTotalRevenueAmt
CY Total Revenue	$83,628	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,833	CYTotalFundraisingExpenseAmt
PY Other Expenses	$69,576	PYOtherExpensesAmt
CY Other Expenses	$99,895	CYOtherExpensesAmt
PY Total Expenses	$69,576	PYTotalExpensesAmt
CY Total Expenses	$99,895	CYTotalExpensesAmt
PY Revenues Less Expenses	$258,789	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$16,267	CYRevenuesLessExpensesAmt
Total Assets BOY	$812,938	TotalAssetsBOYAmt
Total Assets EOY	$811,511	TotalAssetsEOYAmt
Total Liabilities BOY	$1,024	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,018	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$811,914	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$804,493	NetAssetsOrFundBalancesEOYAmt
Mission	To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$85,144	ExpenseAmt
Desc	The Trust is organized to maintain an historic Museum with period furnishings, circa 1734, for the general public (over 1,000 visitors annually) and to provide educational tours for all area fifth grade students and teachers (over 500 visitors each school year). The Trust also provides the Museum and Carriage House as the meeting place for the Westerly Historical Society (100 visitors annually) and the Babcock Smith House Docents (100 visitors annually).	Desc
Total Program Service Expenses	$85,144	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	false	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Employment Tax Returns Filed	false	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Form8282 Filed	0	Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Org Filed In Lieu Of Form1041	false	OrgFiledInLieuOfForm1041Ind
Licensed More Than One State	false	LicensedMoreThanOneStateInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	false	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	false	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	Maureen J Bjorkland	PersonNm
Phone	4013481379	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	23 Broad Street	AddressLine1Txt
City	Westerly	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02891	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
John B Coduri
President	10.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
Isaac G Smith Jr
Trustee Emerit.	1.00	0.00	Yes (X)		$0	$0	$0
Betty-Jo Cugini
Trustee	3.00	0.00	Yes (X)		$0	$0	$0
Edward A Fazio
Trustee	10.00	0.00	Yes (X)		$0	$0	$0
Ellen L Madison
Trustee	10.00	0.00	Yes (X)		$0	$0	$0
Stephen M Greene
Trustee	1.00	0.00	Yes (X)		$0	$0	$0
Jacqueline F Brennan
Trustee	3.00	0.00	Yes (X)		$0	$0	$0
Maureen J Bjorkland
Treasurer	10.00	0.00	Yes (X)	Yes (X)	$0	$0	$0
Linda Smith Chafee
Trustee	10.00	0.00	Yes (X)		$0	$0	$0
Susan S Brocato
Secretary	5.00	0.00	Yes (X)	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$26,707	MembershipDuesAmt
All Other Contributions	$21,341	AllOtherContributionsAmt
Total Contributions	$48,048	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Admissions	713990	$939	$939
Programs	713990	$1,243	$1,243

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,182	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,972	TotalRevenueColumnAmt
Exclusion	$6,972	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$25,675	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$25,675	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$25,675	TotalRevenueColumnAmt
Exclusion	$25,675	ExclusionAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$6,653	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$6,254	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$399	TotalRevenueColumnAmt
Exclusion	$399	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Miscellaneous	Desc
Business	900099	BusinessCd
Total Revenue Column	$352	TotalRevenueColumnAmt
Related Or Exempt Func Income	$352	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$352	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$83,628	TotalRevenueColumnAmt
Related Or Exempt Func Income	$2,534	RelatedOrExemptFuncIncomeAmt
Exclusion	$33,046	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,947	TotalAmt
Program Services	$2,652	ProgramServicesAmt
Management And General	$295	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,454	TotalAmt
Program Services	$1,163	ProgramServicesAmt
Fundraising	$291	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,297	TotalAmt
Program Services	$907	ProgramServicesAmt
Management And General	$130	ManagementAndGeneralAmt
Fundraising	$260	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,009	TotalAmt
Program Services	$807	ProgramServicesAmt
Management And General	$101	ManagementAndGeneralAmt
Fundraising	$101	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$12,532	TotalAmt
Program Services	$10,026	ProgramServicesAmt
Management And General	$1,253	ManagementAndGeneralAmt
Fundraising	$1,253	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$20,400	TotalAmt
Program Services	$16,320	ProgramServicesAmt
Management And General	$2,040	ManagementAndGeneralAmt
Fundraising	$2,040	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$8,473	TotalAmt
Program Services	$6,779	ProgramServicesAmt
Management And General	$847	ManagementAndGeneralAmt
Fundraising	$847	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Carved From Stone/Built From S	$32,023	$32,023
Lawn Care / Snow Removal	$7,345	$5,875	$735	$735
Repairs & Maintenance	$6,255	$5,629	$626
Printing and Publications	$4,209	$2,946	$421	$842

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,951	TotalAmt
Program Services	$17	ProgramServicesAmt
Management And General	$470	ManagementAndGeneralAmt
Fundraising	$1,464	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$99,895	TotalAmt
Program Services	$85,144	ProgramServicesAmt
Management And General	$6,918	ManagementAndGeneralAmt
Fundraising	$7,833	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$11,642	BOYAmt
EOY	$20,120	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$202,251	BOYAmt
EOY	$49,467	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$97,029	BOYAmt
EOY	$53,507	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$6,471	BOYAmt
EOY	$6,586	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$4,722	BOYAmt
EOY	$4,998	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$761,821	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$307,085	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$220,541	BOYAmt
EOY	$454,736	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$255,390	BOYAmt
EOY	$222,097	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$14,892	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$812,938	BOYAmt
EOY	$811,511	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,024	BOYAmt
EOY	$7,018	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,024	BOYAmt
EOY	$7,018	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$807,824	BOYAmt
EOY	$800,403	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,090	BOYAmt
EOY	$4,090	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$811,914	BOYAmt
EOY	$804,493	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$812,938	BOYAmt
EOY	$811,511	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$16,267	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$8,846	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	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	$34,280	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$59,623	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,116	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$296,875	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,048	CurrentTaxYearAmt
Total	$476,942	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$34,280	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$59,623	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$38,116	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$296,875	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,048	CurrentTaxYearAmt
Total	$476,942	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$29,311	SubstantialContributorsTotAmt
Public Support Total170	$447,631	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$17,317	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$30,620	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,828	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$28,761	CurrentTaxYearMinus1YearAmt
Current Tax Year	$33,398	CurrentTaxYearAmt
Total	$138,924	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$615,866	TotalSupportAmt
Public Support CY170	0.72680	PublicSupportCY170Pct
Public Support PY170	0.73090	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	false	SolicitedAssetsSaleInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$890	OtherCostOrOtherBasisAmt
Book Value	$890	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$677,607	OtherCostOrOtherBasisAmt
Depreciation	$225,484	DepreciationAmt
Book Value	$452,123	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$83,324	OtherCostOrOtherBasisAmt
Depreciation	$81,601	DepreciationAmt
Book Value	$1,723	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$454,736	TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o

N/A

Part III, Line 4: Description of organization's collections and how it furthers its purpose.

The Trust owns period furnishings from the 18th and 19th centuries displayed throughout the Museum building to support the mission of providing an historic Museum (circa 1734) for educational purposes and for the general public.The Trust also owns extensive Granite Industry documentation from the 19th and 20th centuries of great research value that is available for public use and is in fact used by the public on an increasing basis.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder	Membership categories are indications of level of cash contributions. Members have no involvement in governance or compliance issues.
Form 990, Part VI, Line 11b: Form 990 Review Process	A minimum of two Trustees review Form 990 prior to it's filing. Form 990 is made available to all Trustees for comment.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	All documents required to be available to the general public are available to the public upon request of any Trustee.
Part VIII Revenue, Line 10	Sale of Inventory represents a book that Trustees of the Trust wrote, produced and sold during the year. The publication, "Built From Stone", focuses entirely on the history of the Granite Industry in the geographic region over a 100 year period. All proceeds remain within the Trust. Sale of Inventory also includes a DVD documentary done by one Trustee called "Carved From Stone" that also reflects the history of the Granite Industry at that time and over the same region. All proceeds also remain within the Trust.