NEWTON HISTORICAL SOCIETY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- NEWTON HISTORICAL SOCIETY INC (EIN 04-2640984)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-08
- IRS object ID
- 201301289349301530
- 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 | 2013-05-08T14:42:42-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050409384 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 SOUTH STREET SUITE 300 | AddressLine1 |
| City | WALTHAM | City |
| State | MA | State |
| ZIP Code | 02453 | 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 | 042640984 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWTON HISTORICAL SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWT | NameControl |
| Phone | 6177961450 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 527 WASHINGTON STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02458 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA STONE | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6177961450 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH A HOPKINS CPA MST | Name |
| PTIN | P00167843 | PTIN |
| Phone | 7815478800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC NEWTON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CYNTHIA STONE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 527 WASHINGTON STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2042612 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HISTORICNEWTON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO ENCOURAGE THE INQUIRY AND EXPLORATION OF NEWTON WITHIN THE BROAD CONTEXT OF AMERICAN HISTORY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 27 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3365916 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1920827 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 51551 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 47044 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 22792 | InvestmentIncomePriorYear |
| Investment Income Current Year | 34515 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3440259 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2002386 | 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 | 153055 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 159966 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 21000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 21156 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 115433 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3246860 | OtherExpensePriorYear |
| Other Expenses Current Year | 850739 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3420915 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1031861 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 19344 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 970525 | RevenuesLessExpensesCY |
| Total Assets BOY | 2133922 | TotalAssetsBOY |
| Total Assets EOY | 3047368 | TotalAssetsEOY |
| Total Liabilities BOY | 88149 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 71453 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2045773 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2975915 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE ORGANIZATION IS TO ENCOURAGE THE INQUIRY AND EXPLORATION OF NEWTON WITHIN THE BROAD CONTEXT OF AMERICAN HISTORY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 877665 | Expense |
| Revenue | 47044 | Revenue |
| Description | THE ORGANIZATION CONDUCTS EDUCATIONAL PROGRAMS, HOSTS SPECIAL EVENTS, AND ENCOURAGES THE PUBLIC TO VISIT EXHIBITIONS AND PROGRAMS. IN ADDITION, THE ORGANIZATION CARRIES OUT ITS MISSION USING THE 1809 JACKSON HOMESTEAD HISTORIC HOUSE AND COLLECTIONS, OWNED AND PROVIDED BY THE CITY OF NEWTON. THE ORGANIZATION IS IN THE PROCESS OF RESTORING THE 1734 DURANT-KENRICK HOUSE AND GROUNDS WHICH WILL OPEN TO THE PUBLIC IN 2013. THE ORGANIZATION SUCCESSFULLY COMPLETED A CAPITAL CAMPAIGN TO FUND RESTORATION OF THE HOUSE AND GROUNDS AND THE ADDITION OF A CLASSROOM AND VISITOR CENTER. DURANT-KENRICK WILL FURTHER EXPAND EDUCATIONAL OPPORTUNITIES FOR THE PUBLIC AND PRESERVE AN IMPORTANT RESOURCE FOR THE PEOPLE OF NEWTON. | Description |
| Total Program Service Expense | 877665 | 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 | 0 | 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 | 1 | 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 | 1 | 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 | 20 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 27 | 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 | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6177961450 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 527 WASHINGTON STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02458 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CARL M COHEN | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| JAY WALTER | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| LINDA WISNEWSKI | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| BROOKE LIPSITT | ||||||
| CLERK | 2.00 | X | X | 0 | 0 | 0 |
| ANNE BORG | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GEOFFREY CAAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SUZANNE CUCCURULLO | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PETER DIMOND | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SHEILA DONAHUE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SARAH ECKER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LAUREL FARNSWORTH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| HENRY FINCH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SUSAN FLICOP | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SHAWNA GIGGEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| LYNN GOLDSMITH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PHEBE GOODMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SUSAN HEYMAN | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JONATHAN KANTAR | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| TREFFLE LAFLECHE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANNE LARNER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| FREDERICK MILLER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JEAN NOTIS-MCCONARTY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SUSAN PALEY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DENA RASHES | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| PETER TERRIS | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ED WOLYNIEC | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CLAUDIA WU | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| CYNTHIA STONE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | 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
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MJ MAWN INC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 595 WASHINGTON ST | AddressLine1 |
| City | EAST WALPOLE | City |
| State | MA | State |
| ZIP Code | 02032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | GENERAL CONTRACTOR | DescriptionOfServices |
| Compensation | 510472 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 10065 | MembershipDues |
| Fundraising Events | 72324 | FundraisingEvents |
| Government Grants | 1651564 | GovernmentGrants |
| All Other Contributions | 186874 | AllOtherContributions |
| Total Contributions | 1920827 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM SERVICES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 47044 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47044 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 47044 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34515 | TotalRevenueColumn |
| Exclusion | $34,515 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 40226 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 72324 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 40226 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2002386 | TotalRevenueColumn |
| Related Or Exempt Function Income | 47044 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $34,515 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 142709 | Total |
| Program Services | 56660 | ProgramServices |
| Management And General | 20885 | ManagementAndGeneral |
| Fundraising | 65164 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2986 | Total |
| Program Services | 1294 | ProgramServices |
| Management And General | 477 | ManagementAndGeneral |
| Fundraising | 1215 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14271 | Total |
| Program Services | 6013 | ProgramServices |
| Management And General | 2215 | ManagementAndGeneral |
| Fundraising | 6043 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10550 | Total |
| Program Services | 7922 | ProgramServices |
| Management And General | 1314 | ManagementAndGeneral |
| Fundraising | 1314 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21156 | Total |
| Fundraising | 21156 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8763 | Total |
| Management And General | 8763 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40210 | Total |
| Program Services | 38651 | ProgramServices |
| Management And General | 440 | ManagementAndGeneral |
| Fundraising | 1119 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300 | Total |
| Program Services | 300 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33792 | Total |
| Program Services | 15148 | ProgramServices |
| Management And General | 1635 | ManagementAndGeneral |
| Fundraising | 17009 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290 | Total |
| Program Services | 10 | ProgramServices |
| Management And General | 256 | ManagementAndGeneral |
| Fundraising | 24 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 569 | Total |
| Program Services | 519 | ProgramServices |
| Fundraising | 50 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3295 | Total |
| Program Services | 2299 | ProgramServices |
| Management And General | 430 | ManagementAndGeneral |
| Fundraising | 566 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COLLECTION EXPENSE | 723610 | 723610 | ||
| SUPPLIES | 11183 | 9076 | 904 | 1203 |
| EQUIPMENT RENTAL | 6589 | 5848 | 476 | 265 |
| HISTORIC HOUSE MARKERS | 4612 | 4416 | 100 | 96 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6976 | Total |
| Program Services | 5899 | ProgramServices |
| Management And General | 868 | ManagementAndGeneral |
| Fundraising | 209 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1031861 | Total |
| Program Services | 877665 | ProgramServices |
| Management And General | 38763 | ManagementAndGeneral |
| Fundraising | 115433 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 691376 | BOY |
| EOY | 534667 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 657687 | BOY |
| EOY | 623346 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2550 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16084 | BOY |
| EOY | 13170 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7575 | BOY |
| EOY | 8238 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 650792 | BOY |
| EOY | 871733 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110408 | BOY |
| EOY | 993664 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2133922 | BOY |
| EOY | 3047368 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88149 | BOY |
| EOY | 71453 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88149 | BOY |
| EOY | 71453 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 618154 | BOY |
| EOY | 1801857 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1427619 | BOY |
| EOY | 1094058 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 80000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2045773 | BOY |
| EOY | 2975915 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2133922 | BOY |
| EOY | 3047368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 970525 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -40383 | 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 98834 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 623055 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 452399 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 483227 | CurrentTaxYearMinus1Year |
| Current Tax Year | 234589 | CurrentTaxYear |
| Total | 1892104 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 57238 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44302 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 60339 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51551 | CurrentTaxYearMinus1Year |
| Current Tax Year | 47044 | CurrentTaxYear |
| Total | 260474 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 266948 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 269733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 264053 | CurrentTaxYear |
| Total | 800734 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 156072 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 667357 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 779686 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 804511 | CurrentTaxYearMinus1Year |
| Current Tax Year | 545686 | CurrentTaxYear |
| Total | 2953312 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 45000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 84250 | CurrentTaxYearMinus1Year |
| Current Tax Year | 53120 | CurrentTaxYear |
| Total | 182370 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 234844 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 275583 | CurrentTaxYearMinus1Year |
| Current Tax Year | 74650 | CurrentTaxYear |
| Total | 585077 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 279844 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 359833 | CurrentTaxYearMinus1Year |
| Current Tax Year | 127770 | CurrentTaxYear |
| Total | 767447 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 2185865 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19669 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25107 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34515 | CurrentTaxYear |
| Total | 155160 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 54626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19669 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25107 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34515 | CurrentTaxYear |
| Total | 155160 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 210698 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 688600 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 799355 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 829618 | CurrentTaxYearMinus1Year |
| Current Tax Year | 580201 | CurrentTaxYear |
| Total | 3108472 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.70320 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91240 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04990 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05810 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 443397 | BeginningOfYearBalance |
| Contributions | 1350000 | Contributions |
| Investment Earnings Or Losses | -11242 | InvestmentEarningsOrLosses |
| Other Expenditures | -37068 | OtherExpenditures |
| End Of Year Balance | 1745087 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 327496 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 144727 | InvestmentEarningsOrLosses |
| Other Expenditures | 28826 | OtherExpenditures |
| End Of Year Balance | 443397 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 290827 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 68726 | InvestmentEarningsOrLosses |
| Other Expenditures | 32057 | OtherExpenditures |
| End Of Year Balance | 327496 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 473511 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -123468 | InvestmentEarningsOrLosses |
| Other Expenditures | 59216 | OtherExpenditures |
| End Of Year Balance | 290827 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.95000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.05000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MULTI-ASSET POOLED FUNDS | Description |
| Book Value | 993664 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 993664 | TotalOfBookValueSecurities |
| Total Revenue | 2002386 | TotalRevenue |
| Total Expenses | 1031861 | TotalExpenses |
| Excess Or Deficit For Year | 970525 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -40383 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -40383 | TotalAdjustments |
| Excess Or Deficit Per FS | 930142 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2284793 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -40383 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 331553 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -8763 | OtherRevenues |
| Revenue Not Rptd F990 | 282407 | RevenueNotRptdF990 |
| Revenue Subtotal | 2002386 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2002386 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 563541 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 331553 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 331553 | ExpensesNotRptdF990 |
| Expenses Subtotal | 231988 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 8763 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 791110 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 799873 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1031861 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | COLLECTIONS THE ORGANIZATION'S COLLECTIONS CONSIST OF HISTORIC BUILDINGS, LANDSCAPES AND ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE HISTORICAL COLLECTIONS ARE NOT CAPITALIZED BY THE ORGANIZATION. IN ADDITION, THE ORGANIZATION DOES NOT CAPITALIZE REPAIRS OR IMPROVEMENTS TO INEXHAUSTIBLE COLLECTIONS. ALL PURCHASES OF COLLECTION ITEMS, RESTORATION OR IMPROVEMENTS TO INEXHAUSTIBLE COLLECTIONS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE EXPENDITURE IS MADE. THE ORGANIZATION MAINTAINS A COLLECTION POLICY THAT ADDRESSES COLLECTIONS UPKEEP, ACCESSION AND DE-ACCESSION POLICIES AND OTHER ASPECTS OF COLLECTIONS MANAGEMENT. IN ACCORDANCE WITH THE POLICY OF NOT RECORDING COLLECTIONS IN THE FINANCIAL RECORDS, DONATED COLLECTION ITEMS RECEIVED DURING THE YEAR ARE NOT REFLECTED IN THE STATEMENT OF ACTIVITIES. | |
| PART V, LINE 4: | INCOME FROM THE BOARD DESIGNATED ENDOWMENT FUNDS WILL BE USED FOR FUNDING PROGRAM EXPENSES. INCOME FROM THE PERMANENT ENDOWMENT IS RESTRICTED FOR THE PURPOSE OF A MUSEUM EDUCATOR. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH THEIR TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVEL. THE ORGANIZATION ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES AND THE FEDERAL INCOME TAX RETURNS FOR 2009, 2010, AND 2011 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| INVESTMENT MANAGEMENT FEES -8,763. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| COLLECTION EXPENSE 723,610. DONATED COLLECTION EXPENSE 67,500. | PART XIII, LINE 4B - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (3 entries)
| Name Of IndividualNameOfIndividual | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||
| CYNTHIA HALL KOURE | 66 COTTAGE STREET | NEWTON | MA | 02464 | GRANT WRITER | 0 | 100000 | 9356 | 90644 |
| JOANNE BARRET PUBLIC RELATIONS | |||||||||
| 22 1/2 SUFFOLK STREET | CAMBRIDGE | MA | 02139 | PROFESSIONAL SOLICITOR | 0 | 13100 | 2500 | 10600 | |
| (no name) | |||||||||
| ELIZABETH TISHLER | 121 BELLEVUE STREET | NEWTON | MA | 02458 | PROFESSIONAL FUNDRAISING COUNSEL | 0 | 0 | 11250 | -11250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 113100 | TotalGrossReceipts |
| Total Retained By Contractors | 23106 | TotalRetainedByContractors |
| Total Net To Organization | 89994 | TotalNetToOrganization |
| Licensed States | MA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRVIEW PARTY TICKETS/SPONSORSHIP | NameOfEvent1 |
| Gross Receipts Event1 | 12800 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 8655 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 4145 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 2778 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 1367 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ANNE LARNER GALA | NameOfEvent2 |
| Gross Receipts Event2 | 99750 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 63669 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 36081 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 27664 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 3500 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 4917 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 112550 | GrossReceiptsTotal |
| Charitable Contributions Total | 72324 | CharitableContributionsTotal |
| Gross Revenue Total Events | 40226 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 30442 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 6284 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 40226 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE DRAFT FORM 990. A COPY OF THE APPROVED-FOR-FILING FORM 990 IS DISTRIBUTED TO BOTH THE EXECUTIVE COMMITTEE AND TO THE FULL BOARD PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12 | THE BOARD OF DIRECTORS IS IN THE PROCESS OF FINALIZING IT'S CONFLICT OF INTEREST POLICY AND THE ORGANIZATION CURRENTLY FOLLOWS THE CITY OF NEWTON'S CONFLICT OF INTEREST POLICY. | |
| THE ORGANIZATION'S EXECUTIVE DIRECTOR IS COMPENSATED BY THE CITY OF NEWTON. IN ADDITION, THERE ARE NO KEY EMPLOYEES. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTATION RELATED TO THE NEWTON HISTORICAL SOCIETY SUCH AS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, COPIES OF THE FORM 990 AND FINANCIAL STATEMENT ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -40,383. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. |
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