TRUST U/WILL OF ORLANDO R SMITH: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: TRUST U/WILL OF ORLANDO R SMITH (EIN 23-7352670)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-10-08
IRS object ID: 201442819349301419
Schema version: 2013v3.1
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	2014-10-08T14:15:06-07:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Pucci & Greene Ltd	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 Canal Street	AddressLine1
City	Westerly	City
State	RI	State
ZIP Code	02891	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-01-01	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	BusinessNameLine1

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	AddressLine1
City	Westerly	City
State	RI	State
ZIP Code	02891	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Stephen M Greene	PersonNm
Person Title	Trustee	PersonTitleTxt
Signature	2014-09-30	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	2013	TaxYr
Build TS	2015-11-30 17:44:51Z	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	AddressLine1
City	Westerly	City
State	RI	State
ZIP Code	02891	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$331,829	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	$38,116	PYContributionsGrantsAmt
CY Contributions Grants	$296,875	CYContributionsGrantsAmt
PY Program Service Revenue	$2,002	PYProgramServiceRevenueAmt
CY Program Service Revenue	$2,729	CYProgramServiceRevenueAmt
PY Investment Income	$3,993	PYInvestmentIncomeAmt
CY Investment Income	$5,003	CYInvestmentIncomeAmt
PY Other Revenue	$24,835	PYOtherRevenueAmt
CY Other Revenue	$23,758	CYOtherRevenueAmt
PY Total Revenue	$68,946	PYTotalRevenueAmt
CY Total Revenue	$328,365	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	$8,110	CYTotalFundraisingExpenseAmt
PY Other Expenses	$81,552	PYOtherExpensesAmt
CY Other Expenses	$69,576	CYOtherExpensesAmt
PY Total Expenses	$81,552	PYTotalExpensesAmt
CY Total Expenses	$69,576	CYTotalExpensesAmt
PY Revenues Less Expenses	-$12,606	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$258,789	CYRevenuesLessExpensesAmt
Total Assets BOY	$518,444	TotalAssetsBOYAmt
Total Assets EOY	$812,938	TotalAssetsEOYAmt
Total Liabilities EOY	$1,024	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$518,444	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$811,914	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	$55,246	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	$55,246	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
Excess Business Holdings	false	ExcessBusinessHoldingsInd
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	AddressLine1
City	Westerly	City
State	RI	State
ZIP Code	02891	ZIPCode

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	3.00	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	$17,471	MembershipDuesAmt
All Other Contributions	$279,404	AllOtherContributionsAmt
Total Contributions	$296,875	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Admissions	713990	$1,732	$1,732
Programs	713990	$997	$997

Field	Value	IRS element (for citing)
Total Program Service Revenue	$2,729	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,003	TotalRevenueColumnAmt
Exclusion	$5,003	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	$23,153	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$23,153	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,153	TotalRevenueColumnAmt
Exclusion	$23,153	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	$3,678	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$3,464	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$214	TotalRevenueColumnAmt
Exclusion	$214	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Miscellaneous	Desc
Business	900099	BusinessCd
Total Revenue Column	$391	TotalRevenueColumnAmt
Related Or Exempt Func Income	$391	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$391	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$328,365	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,120	RelatedOrExemptFuncIncomeAmt
Exclusion	$28,370	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

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	$2,828	TotalAmt
Program Services	$2,545	ProgramServicesAmt
Management And General	$283	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

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

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$1,287	TotalAmt
Program Services	$1,030	ProgramServicesAmt
Fundraising	$257	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,439	TotalAmt
Program Services	$1,007	ProgramServicesAmt
Management And General	$144	ManagementAndGeneralAmt
Fundraising	$288	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$376	TotalAmt
Program Services	$300	ProgramServicesAmt
Management And General	$38	ManagementAndGeneralAmt
Fundraising	$38	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$12,336	TotalAmt
Program Services	$9,868	ProgramServicesAmt
Management And General	$1,234	ManagementAndGeneralAmt
Fundraising	$1,234	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	$4,851	TotalAmt
Program Services	$3,881	ProgramServicesAmt
Management And General	$485	ManagementAndGeneralAmt
Fundraising	$485	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Lawn Care / Snow Removal	$5,048	$4,038	$505	$505
Uncollectible Pledges	$5,000	$4,000		$1,000
Repairs & Maintenance	$4,901	$4,411	$490
Printing and Publications	$3,820	$2,674	$382	$764

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,290	TotalAmt
Program Services	$5,172	ProgramServicesAmt
Management And General	$619	ManagementAndGeneralAmt
Fundraising	$1,499	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$69,576	TotalAmt
Program Services	$55,246	ProgramServicesAmt
Management And General	$6,220	ManagementAndGeneralAmt
Fundraising	$8,110	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,337	BOYAmt
EOY	$11,642	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$36,377	BOYAmt
EOY	$202,251	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$2,200	BOYAmt
EOY	$97,029	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	$9,935	BOYAmt
EOY	$6,471	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

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

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$507,226	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$286,685	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$240,941	BOYAmt
EOY	$220,541	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$220,654	BOYAmt
EOY	$255,390	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)
EOY	$14,892	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$518,444	BOYAmt
EOY	$812,938	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
EOY	$1,024	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$1,024	EOYAmt

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

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$514,354	BOYAmt
EOY	$807,824	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	$518,444	BOYAmt
EOY	$811,914	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$518,444	BOYAmt
EOY	$812,938	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$258,789	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$32,312	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	$2,369	PriorPeriodAdjustmentsAmt
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	$42,615	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,280	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$59,623	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$38,116	CurrentTaxYearMinus1YearAmt
Current Tax Year	$296,875	CurrentTaxYearAmt
Total	$471,509	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	$42,615	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$34,280	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$59,623	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$38,116	CurrentTaxYearMinus1YearAmt
Current Tax Year	$296,875	CurrentTaxYearAmt
Total	$471,509	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$29,535	SubstantialContributorsTotAmt
Public Support Total170	$441,974	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$27,632	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$17,317	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$30,620	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$28,828	CurrentTaxYearMinus1YearAmt
Current Tax Year	$28,761	CurrentTaxYearAmt
Total	$133,158	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	$604,667	TotalSupportAmt
Public Support CY170	0.73090	PublicSupportCY170Pct
Public Support PY170	0.60750	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	$362,105	OtherCostOrOtherBasisAmt
Depreciation	$173,730	DepreciationAmt
Book Value	$188,375	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$144,231	OtherCostOrOtherBasisAmt
Depreciation	$112,955	DepreciationAmt
Book Value	$31,276	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$220,541	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 (16 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.
Form 990, Part IX, Line 24e: Other Expenses	32 Page Book Project: Column (A) - Total = $132; Column (B) - Program Services = $132; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Dues & Fees: Column (A) - Total = $425; Column (B) - Program Services = $382; Column (C) - Management & General = $43; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Mansion Air Conditioning: Column (A) - Total = $552; Column (B) - Program Services = $552; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Miscellaneous: Column (A) - Total = $1163; Column (B) - Program Services = $699; Column (C) - Management & General = $232; Column (D) - Fundraising = $232
Form 990, Part IX, Line 24e: Other Expenses	Museum History Project: Column (A) - Total = $168; Column (B) - Program Services = $168; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Postage and Shipping: Column (A) - Total = $882; Column (B) - Program Services = $0; Column (C) - Management & General = $88; Column (D) - Fundraising = $794
Form 990, Part IX, Line 24e: Other Expenses	Program Expenses: Column (A) - Total = $393; Column (B) - Program Services = $393; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Safe Deposit Box: Column (A) - Total = $65; Column (B) - Program Services = $58; Column (C) - Management & General = $7; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Supplies: Column (A) - Total = $246; Column (B) - Program Services = $196; Column (C) - Management & General = $25; Column (D) - Fundraising = $25
Form 990, Part IX, Line 24e: Other Expenses	Telephone: Column (A) - Total = $1803; Column (B) - Program Services = $1263; Column (C) - Management & General = $180; Column (D) - Fundraising = $360
Form 990, Part IX, Line 24e: Other Expenses	Textile Collection: Column (A) - Total = $1020; Column (B) - Program Services = $1020; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
Form 990, Part IX, Line 24e: Other Expenses	Web Hosting: Column (A) - Total = $441; Column (B) - Program Services = $309; Column (C) - Management & General = $44; Column (D) - Fundraising = $88
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.