RHODE ISLAND HISTORICAL SOCIETY: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- RHODE ISLAND HISTORICAL SOCIETY (EIN 05-0259110)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-03-30
- IRS object ID
- 201300909349300100
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-03-30T11:57:17-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770601437 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTIVO MONACELLI LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 EXCHANGE TERRACE | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050259110 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RHODE ISLAND HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RHOD | NameControl |
| Phone | 4013318575 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BENEVOLENT STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C MORGAN GREFE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4013318575 | Phone |
| Date Signed | 2013-03-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN E MONACELLI CPAPFS MST | Name |
| PTIN | P00032617 | PTIN |
| Phone | 4012737600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | C MORGAN GREFE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BENEVOLENT STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11740313 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.RIHS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1822 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | THE RHODE ISLAND HISTORICAL SOCIETY IS DEDICATED TO COLLECTING, PRESERVING, AND SHARING RHODE ISLAND'S HISTORY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 50 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 21391 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -2967 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2434289 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1226848 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 149835 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 135055 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 768796 | InvestmentIncomePriorYear |
| Investment Income Current Year | 544294 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 87362 | OtherRevenuePriorYear |
| Other Revenue Current Year | 108575 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3440282 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2014772 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1409902 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1230741 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 182672 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 828822 | OtherExpensePriorYear |
| Other Expenses Current Year | 778487 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2238724 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2009228 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1201558 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5544 | RevenuesLessExpensesCY |
| Total Assets BOY | 14695187 | TotalAssetsBOY |
| Total Assets EOY | 13749617 | TotalAssetsEOY |
| Total Liabilities BOY | 165842 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 239781 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14529345 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 13509836 | NetAssetsOrFundBalancesEOY |
| Mission Description | RHODE ISLAND HISTORICAL SOCIETY PRIMARILY PROVIDES EVENTS AND PROGRAMS INVESTIGATING AND CELEBRATING RHODE ISLAND'S HISTORY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 415928 | Expense |
| Revenue | 58311 | Revenue |
| Description | LIBRARY PROGRAM - LIBRARY HAS OVER 150,000 VOLUMES RELATING TO THE HISTORY OF RHODE ISLAND AND SURROUNDING NEW ENGLAND CONTAINING MANUSCRIPTS AS WELL AS GRAPHIC COLLECTIONS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 497710 | Expense |
| Revenue | 52104 | Revenue |
| Description | MUSEUM PROGRAM - MUSEUM MAINTAINS & HOLDS COLLECTIONS AT 2 HISTORIC BUILDINGS (JOHN BROWN & ALDRICH HOUSE) LOCATED IN RHODE ISLAND, AS WELL AS, MUSEUM OF WORK & CULTURE LOCATED IN THE WOONSOCKET VISITOR CENTER | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 364410 | Expense |
| Revenue | 70054 | Revenue |
| Description | EDUCATION AND INGENUITY & ENTERPRISE PROGRAMS - PROVIDE GUIDED TOURS OF JOHN BROWN HOUSE AND CONDUCT LECTURES AND SPECIAL PROGRAMS TO EDUCATE THE PUBLIC ABOUT RI HISTORY AND ADVANCEMENT OF INDUSTRIALISM | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1278048 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 64 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 50 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHARMYNE GOODFELLOW | NamePerson |
| Telephone Number | 4013318575 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 BENEVOLENT STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| HON ROGER N BEGIN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MS SYLVIA E BROWN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WINIFRED E BROWNELL PH D | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| NANCY K CASSIDY ESQ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HON ROBERT G FLANDERS JR | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM M FOWLER JR PH D | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GEORGE M GOODWIN PH D | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KATHRYN B MANDEL CPA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MR ROBERT J MANNING | ||||||
| PRESIDENT EMERITUS | 1.00 | X | 0 | 0 | 0 | |
| CAROLYN P MEDINA ESQ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MS BARBARA K HART | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JAMES P LORING CPACFA | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM S SIMMONS PH D | ||||||
| FIRST VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| MR THEODORE W SMALLETZ | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LUTHER W SPOEHR PH D | ||||||
| SECOND VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| MR DENNIS E STARK | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MS BARBARA J THORNTON AIA | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MR TODD D TURCOTTE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BARRY G HITTNER ESQ | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| MS LAURIE WHITE | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| C MORGAN GREFE | ||||||
| EXECUTIVE DIRECTOR | 37.50 | X | 65187 | 0 | 8268 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 65187 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 8268 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EF O'DONNELL | |||||
| 75 DIKE STREET | PROVIDENCE | RI | 02909 | CONSTRUCTION | 288200 |
| EW BURMAN | |||||
| 33 VERMONT AVENUE | WARWICK | RI | 02888 | CONSTRUCTION | 121178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Membership Dues | 24480 | MembershipDues |
| Fundraising Events | 17996 | FundraisingEvents |
| Government Grants | 578157 | GovernmentGrants |
| All Other Contributions | 606215 | AllOtherContributions |
| Noncash Contributions | 13606 | NoncashContributions |
| Total Contributions | 1226848 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMISSIONS INCOME | 900099 | 68033 | 68033 |
| PROGRAM REVENUE | 900099 | 64173 | 64173 |
| PUBLICATION SALES | 453220 | 2849 | 2849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 135055 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 232637 | TotalRevenueColumn |
| Exclusion | $232,637 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 595 | TotalRevenueColumn |
| Exclusion | $595 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 30983 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 30983 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30983 | TotalRevenueColumn |
| Exclusion | $30,983 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10019841 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9708184 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 311657 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 311657 | TotalRevenueColumn |
| Exclusion | $311,657 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 10661 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 17996 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 9591 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1070 | TotalRevenueColumn |
| Exclusion | $1,070 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 38279 | GrossIncomeGaming |
| Gaming Direct Expenses | 7766 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30513 | TotalRevenueColumn |
| Exclusion | $30,513 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | 900099 | 22252 | 22252 | |
| GIFT SHOP REVENUE | 453220 | 21391 | 21391 | |
| MISCELLANEOUS | 900099 | 1771 | 1771 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 45414 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2014772 | TotalRevenueColumn |
| Related Or Exempt Function Income | 159078 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 21391 | UnrelatedBusinessRevenue |
| Exclusion | $607,455 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88424 | Total |
| Management And General | 88424 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 918887 | Total |
| Program Services | 570834 | ProgramServices |
| Management And General | 230308 | ManagementAndGeneral |
| Fundraising | 117745 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30330 | Total |
| Program Services | 21830 | ProgramServices |
| Management And General | 6800 | ManagementAndGeneral |
| Fundraising | 1700 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106099 | Total |
| Program Services | 68104 | ProgramServices |
| Management And General | 30177 | ManagementAndGeneral |
| Fundraising | 7818 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87001 | Total |
| Program Services | 49408 | ProgramServices |
| Management And General | 27615 | ManagementAndGeneral |
| Fundraising | 9978 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3725 | Total |
| Management And General | 3725 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19500 | Total |
| Management And General | 19500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37656 | Total |
| Program Services | 12183 | ProgramServices |
| Management And General | 11517 | ManagementAndGeneral |
| Fundraising | 13956 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42850 | Total |
| Program Services | 15193 | ProgramServices |
| Management And General | 20690 | ManagementAndGeneral |
| Fundraising | 6967 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2049 | Total |
| Program Services | 1485 | ProgramServices |
| Management And General | 29 | ManagementAndGeneral |
| Fundraising | 535 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40182 | Total |
| Program Services | 25545 | ProgramServices |
| Management And General | 6599 | ManagementAndGeneral |
| Fundraising | 8038 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13697 | Total |
| Program Services | 9879 | ProgramServices |
| Management And General | 3003 | ManagementAndGeneral |
| Fundraising | 815 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91653 | Total |
| Program Services | 73693 | ProgramServices |
| Management And General | 17960 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 986 | Total |
| Program Services | 320 | ProgramServices |
| Management And General | 666 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6999 | Total |
| Program Services | 3059 | ProgramServices |
| Management And General | 3940 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 130 | Total |
| Program Services | 34 | ProgramServices |
| Management And General | 96 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202853 | Total |
| Program Services | 171195 | ProgramServices |
| Management And General | 31206 | ManagementAndGeneral |
| Fundraising | 452 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23341 | Total |
| Program Services | 18317 | ProgramServices |
| Management And General | 3414 | ManagementAndGeneral |
| Fundraising | 1610 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM EXPENSES | 95278 | 79948 | 14003 | 1327 |
| REPAIRS & MAINTENANCE | 66465 | 44496 | 19983 | 1986 |
| STIPENDS | 55300 | 55300 | ||
| PRINTING AND PUBLICATIO | 30052 | 20655 | 313 | 9084 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45771 | Total |
| Program Services | 36570 | ProgramServices |
| Management And General | 8540 | ManagementAndGeneral |
| Fundraising | 661 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2009228 | Total |
| Program Services | 1278048 | ProgramServices |
| Management And General | 548508 | ManagementAndGeneral |
| Fundraising | 182672 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2175 | BOY |
| EOY | 102056 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1200717 | BOY |
| EOY | 691597 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112999 | BOY |
| EOY | 267728 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20181 | BOY |
| EOY | 29940 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19884 | BOY |
| EOY | 19450 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10109 | BOY |
| EOY | 13143 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5183795 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2300582 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2628987 | BOY |
| EOY | 2883213 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7171026 | BOY |
| EOY | 1911069 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3529109 | BOY |
| EOY | 7831421 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14695187 | BOY |
| EOY | 13749617 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165842 | BOY |
| EOY | 239781 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 165842 | BOY |
| EOY | 239781 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4567774 | BOY |
| EOY | 4245178 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1327659 | BOY |
| EOY | 607779 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8633912 | BOY |
| EOY | 8656879 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14529345 | BOY |
| EOY | 13509836 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14695187 | BOY |
| EOY | 13749617 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5544 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1025053 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2710591 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1204108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3266531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2408904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1208852 | CurrentTaxYear |
| Total | 10798986 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2710591 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1204108 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3266531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2408904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1208852 | CurrentTaxYear |
| Total | 10798986 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4845484 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5953502 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 307978 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 267782 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 269863 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 293067 | CurrentTaxYearMinus1Year |
| Current Tax Year | 264215 | CurrentTaxYear |
| Total | 1402905 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 324032 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27542 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31352 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 50434 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45414 | CurrentTaxYear |
| Total | 478774 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12680665 | TotalSupport |
| Gross Receipts From Admissions Etc | 878402 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.46950 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.47140 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10125704 | BeginningOfYearBalance |
| Contributions | 22967 | Contributions |
| Investment Earnings Or Losses | -474461 | InvestmentEarningsOrLosses |
| Other Expenditures | 575138 | OtherExpenditures |
| End Of Year Balance | 9099072 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7725428 | BeginningOfYearBalance |
| Contributions | 1070425 | Contributions |
| Investment Earnings Or Losses | 1753736 | InvestmentEarningsOrLosses |
| Other Expenditures | 423885 | OtherExpenditures |
| End Of Year Balance | 10125704 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5425813 | BeginningOfYearBalance |
| Contributions | 2105822 | Contributions |
| Investment Earnings Or Losses | 534262 | InvestmentEarningsOrLosses |
| Other Expenditures | 340469 | OtherExpenditures |
| End Of Year Balance | 7725428 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6358305 | BeginningOfYearBalance |
| Contributions | 250 | Contributions |
| Investment Earnings Or Losses | -625161 | InvestmentEarningsOrLosses |
| Other Expenditures | 307581 | OtherExpenditures |
| End Of Year Balance | 5425813 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04710 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.95140 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00150 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 636822 | OtherCostOrOtherBasis |
| Book Value | 636822 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3757494 | OtherCostOrOtherBasis |
| Depreciation | 1912393 | Depreciation |
| Book Value | 1845101 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 456761 | OtherCostOrOtherBasis |
| Depreciation | 388189 | Depreciation |
| Book Value | 68572 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 332718 | OtherCostOrOtherBasis |
| Book Value | 332718 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2883213 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUNDS | Description |
| Book Value | 7831421 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 7831421 | TotalOfBookValueSecurities |
| Total Revenue | 2014772 | TotalRevenue |
| Total Expenses | 2009228 | TotalExpenses |
| Excess Or Deficit For Year | 5544 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1025053 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1025053 | TotalAdjustments |
| Excess Or Deficit Per FS | -1019509 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1024420 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1025053 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 72357 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -952696 | RevenueNotRptdF990 |
| Revenue Subtotal | 1977116 | RevenueSubtotal |
| Investment Expenses Not Included | 37656 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 37656 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2014772 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2043929 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 72357 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 72357 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1971572 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 37656 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 37656 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2009228 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | COLLECTION ITEMS INCLUDE FURNISHINGS, DOCUMENTS, PUBLICATIONS, PAINTINGS, ART AND OTHER ITEMS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE. THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED TO THE GREATEST EXTENT POSSIBLE WITHIN THE SOCIETY'S RESOURCES. THE SOCIETY'S POLICY REQUIRES THAT THE PROCEEDS FROM THE SALES OF COLLECTION ITEMS BE USED SOLELY FOR ACQUISITIONS OF OTHER ITEMS FOR COLLECTION OR CONSERVATION OF COLLECTION ITEMS. DUE TO THE COST OF CAPITALIZING THE COLLECTION ITEMS AND MAINTAINING ONGOING VALUATION INFORMATION, THE SOCIETY HAS ELECTED NOT TO CAPITALIZE ITS COLLECTIONS. HOWEVER, MANAGEMENT CONSIDERS THE VALUE OF THE COLLECTION ITEMS TO BE SIGNIFICANT. | |
| PART III, LINE 4: | COLLECTION ITEMS INCLUDE FURNISHINGS, DOCUMENTS, PUBLICATIONS, PAINTINGS, ART AND OTHER ITEMS. THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND EDUCATION IN FURTHERANCE OF PUBLIC SERVICE. THEY ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED TO THE GREATEST EXTENT POSSIBLE WITHIN THE SOCIETYS RESOURCES. | |
| PART V, LINE 4: | THE TRUSTEES MANAGE THE ENDOWMENT IN A MANNER THAT, OVER THE LONG-TERM, WILL ENSURE THAT THE ENDOWMENT ASSETS WILL APPRECIATE IN A MANNER THAT, AT A MINIMUM, KEEPS PACE WITH THE EFFECTS OF INFLATION WHILE ASSUMING A MODERATE LEVEL OF RISK. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE SOCIETY RELIES ON A TOTAL RETURN STRATEGY WHEREBY INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE SOCIETY TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN A REASONABLE RISK TOLERANCE. THE SOCIETYS INVESTMENT POLICY IS EXPECTED TO ENHANCE THE REAL PURCHASING POWER OF THE ENDOWMENT WHILE MAINTAINING ITS ABILITY TO MEET CURRENT OBLIGATIONS. THE SOCIETYS INTERMEDIATE TO LONG-TERM INVESTMENT OBJECTIVE IS TO MAINTAIN PURCHASING POWER SO THAT LEVELS OF SERVICES AND PROGRAMS ARE MAINTAINED IN RELATION TO AVERAGE COST INCREASES. THE SOCIETYS SPENDING POLICY GUIDES ITS USE OF ENDOWMENT EARNINGS. THE SPENDING POLICY DETERMINES THE AMOUNT THAT CAN BE WITHDRAWN FROM THE ENDOWMENT TO SUPPORT THE SOCIETYS OPERATIONS AND RESTRICTED PURPOSES. THE SPENDING POLICY IS REVIEWED ANNUALLY BY THE TRUSTEES IN CONSULTATION WITH THE FINANCE AND INVESTMENT MANAGERS. IN CONSIDERATION OF ECONOMIC CONDITIONS, INSTITUTIONAL ENDOWMENT OBJECTIVES AND OPERATIONAL FUNDING NEEDS, THE SPENDING POLICY IS ADJUSTED BY THE TRUSTEES AS DETERMINED TO BE NECESSARY TO COMPLY WITH UPMIFAS PRUDENCY REQUIREMENTS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CONCERT | NameOfEvent1 |
| Gross Receipts Event1 | 17851 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 7851 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 8377 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MOWC SPRING EVENT | NameOfEvent2 |
| Gross Receipts Event2 | 10806 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 7996 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 2810 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 1214 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 28657 | GrossReceiptsTotal |
| Charitable Contributions Total | 17996 | CharitableContributionsTotal |
| Gross Revenue Total Events | 10661 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 9591 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 9591 | DirectExpenseSummaryEvents |
| Net Income Summary | 1070 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 38279 | GrossRevenueOtherGaming |
| Non Cash Prizes Other Gaming | 2178 | NonCashPrizesOtherGaming |
| Other Direct Expenses Other Gaming | 5588 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | 1 | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 38279 | GrossRevenueTotalGaming |
| Non Cash Prizes Total Gaming | 2178 | NonCashPrizesTotalGaming |
| Other Direct Expenses Total Gaming | 5588 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 7766 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 30513 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | RI | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Own Facility | 1.00000 | PercentageOfGamingOwnFacility |
| Percentage Of Gaming Othr Facility | 0.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | ANNE CONWAY | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 NOTRE DAME AVENUE | AddressLine1 |
| City | CUMBERLAND | City |
| State | RI | State |
| ZIP Code | 02864 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | ANNE CONWAY | GamingManagerNamePerson |
| Gaming Manager Compensation | 0 | GamingManagerCompensation |
| Gaming Manager Services Provided | KEEPS THE BOOKS AND RECORDS OF ALL GAMING ACTIVITIES. IS IN CHARGE OF MANAGING ALL GAMING ACTIVITIES. | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE. THE FINANCE COMMITTEE THEN DISCUSSES WITH THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A BOARD MEMBER SHALL PROMPTLY DISCLOSE ALL POTENTIAL CONFLICTS OF INTEREST TO THE BOARD PRIOR TO ANY CONSIDERATION OF ANY MATTER IN WHICH A POTENTIAL CONFLICT OF INTEREST EXISTS. IF THE BOARD DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE BOARD MEMBER SHALL ABSTAIN FROM DISCUSSING OR VOTING ON THE MATTER. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE DOES A REVIEW OF THE EXECUTIVE DIRECTOR EVERY OTHER YEAR AND MAKES DECISIONS ON HIS COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE KEPT IN THE BUSINESS OFFICE AND COPIES CAN BE REQUESTED FOR PUBLIC INSPECTION. THE DOCUMENTS ARE ALSO AVAILABLE ON GUIDE STAR. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,025,053. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR | AUDIT COMMITTEE |
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