MASSACHUSETTS HISTORICAL SOCIETY: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MASSACHUSETTS HISTORICAL SOCIETY (EIN 04-2108374)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-04-27
- IRS object ID
- 201201189349300325
- Schema version
- 2010v3.4
- 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 | 2012-04-27T12:29:27-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAVER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 KENDRICK STREET SUITE 800 | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 02494 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042108374 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS HISTORICAL SOCIETY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MASS | NameControl |
| Phone | 6175361608 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 022153695 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS A FIORI | Name |
| Title | PRESIDENT | Title |
| Phone | 6175361608 | Phone |
| Date Signed | 2012-04-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERIC SAUNDERS | Name |
| Phone | 6179693300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENNIS A FIORI | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 022153695 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 2858508 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MASSHIST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1791 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | MASSACHUSETTS HISTORICAL SOCIETY IS A INDEPENDENTLY FUNDED INSTITUTION FOUNDED IN 1791 FOR THE PURPOSES OF PROVIDING A MAJOR RESEARCH LIBRARY OF AMERICANA. ITS LIBRARY CONTAINS CHOICE MANUSCRIPTS, RARE BOOKS, PAMPHLETS, NEWSPAPERS AND REFERENCE WORKS AND IS OPEN, FREE OF CHARGE, TO HISTORIANS, FACULTY MEMBERS, GRADUATE STUDENTS AND THOSE INTERESTED IN HISTORICAL RESEARCH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 53 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5540436 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1748915 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 88557 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 188788 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1021490 | InvestmentIncomePriorYear |
| Investment Income Current Year | 822003 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 58767 | OtherRevenuePriorYear |
| Other Revenue Current Year | 98802 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6709250 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2858508 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 101250 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 135000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3402020 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3649541 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 575797 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1308490 | OtherExpensePriorYear |
| Other Expenses Current Year | 1498497 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4811760 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5283038 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1897490 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2424530 | RevenuesLessExpensesCY |
| Total Assets BOY | 72116969 | TotalAssetsBOY |
| Total Assets EOY | 81067170 | TotalAssetsEOY |
| Total Liabilities BOY | 924436 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 983645 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 71192533 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 80083525 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MASSACHUSETTS HISTORICAL SOCIETY IS AN INDEPENDENT RESEARCH LIBRARY THAT COLLECTS, PRESERVES, MAKES ACCESSIBLE, AND COMMUNICATES MANUSCRIPTS AND OTHER MATERIALS IN ORDER TO PROMOTE THE STUDY OF THE HISTORY OF MASSACHUSETTS AND THE NATION - A MISSION IT HAS PURSUED SINCE 1791. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3762890 | Expense |
| Grants | 135000 | Grants |
| Revenue | 214217 | Revenue |
| Description | THE SOCIETY IS AN INDEPENDENT RESEARCH LIBRARY FOUNDED IN 1791. THE MISSION OF THE SOCIETY IS TO COLLECT, PRESERVE, AND MAKE AVAILABLE HISTORICAL MATERIALS (MANUSCRIPTS, LETTERS, DOCUMENTS, PHOTOGRAPHS, ARTIFACTS, ETC. ) FOR THE STUDY OF AMERICAN HISTORY. THROUGH ITS LIBRARY AND EDUCATION PROGRAMS, THE SOCIETY ENDEAVORS TO REACH AS WIDE AN AUDIENCE AS POSSIBLE. THE SOCIETY ENCOURAGES GIFTS, CONTRIBUTIONS AND GRANTS FROM PUBLIC AND PRIVATE FOUNDATIONS AS WELL AS THE GENERAL PUBLIC. THE SOCIETY USES THESE RESOURCES TO ADVANCE ITS MISSION. | Description |
| Total Program Service Expense | 3762890 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | 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 | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | 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 | 135 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 53 | 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 | 0 | QuidProQuoContributions |
| 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| 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 | 6175361608 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1154 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 022153695 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| AMALIE M KASS | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JOSEPH PETER SPANG | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JOHN F MOFFITT | |||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X | |
| NANCY ANTHONY | |||||||
| TRUSTEE & VICE CHAIR | 3.00 | X | 0 | 0 | 0 | X | |
| HON LEVIN H CAMPBELL | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| WILLIAM C CLENDANIEL | |||||||
| CHAIR | 3.00 | X | 0 | 0 | 0 | X | |
| WILLIAM RCOTTER | |||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X | |
| SHEILA D PERRY | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| L DENNIS SHAPIRO | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| LIA POORVU | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| PROF PAULINE MAIER | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| FREDERICK G PFANNENSTIEHL | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| G WEST SALTONSTALL | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| CHARLES C AMES | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| JUDITH WITTENBERG | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| HON HILLER B ZOBEL | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| FREDERICK D BALLOU | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| PROF JOYCE CHAPLIN | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| HERBERT P DANE | |||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | ||
| DENNIS A FIORI | |||||||
| PRESIDENT | 35.00 | 242863 | 0 | 33804 | X | ||
| PETER HOOD | |||||||
| DIR. FINANCE / ADMIN | 35.00 | 137966 | 0 | 13201 | X | ||
| CLIFTON J TAYLOR | |||||||
| EDITOR | 35.00 | 148315 | 0 | 23715 | X | ||
| PETER DRUMMEY | |||||||
| LIBRARIAN | 35.00 | 114355 | 0 | 13996 | X | ||
| CONRAD WRIGHT | |||||||
| DIR.RESEARCH | 35.00 | 106954 | 0 | 19113 | X | ||
| BRENDA LAWSON | |||||||
| DIR. COLLECTION SERVICES | 35.00 | 103638 | 0 | 20028 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 854091 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 123857 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 106385 | MembershipDues |
| Government Grants | 712779 | GovernmentGrants |
| All Other Contributions | 929751 | AllOtherContributions |
| Total Contributions | 1748915 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SEMINARS & EVENTS | 519100 | 130530 | 130530 |
| PHOTO RENTAL & REPRODU | 519100 | 48993 | 48993 |
| SALE OF PUBLICATIONS | 511120 | 9265 | 9265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 188788 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 817253 | TotalRevenueColumn |
| Exclusion | $817,253 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73373 | TotalRevenueColumn |
| Exclusion | $73,373 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4750 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4750 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4750 | TotalRevenueColumn |
| Exclusion | $4,750 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 25429 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25429 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 25429 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2858508 | TotalRevenueColumn |
| Related Or Exempt Function Income | 214217 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $895,376 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135000 | Total |
| Program Services | 135000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 284589 | Total |
| Management And General | 159589 | ManagementAndGeneral |
| Fundraising | 125000 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2628381 | Total |
| Program Services | 2085276 | ProgramServices |
| Management And General | 359665 | ManagementAndGeneral |
| Fundraising | 183440 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198285 | Total |
| Program Services | 141944 | ProgramServices |
| Management And General | 35345 | ManagementAndGeneral |
| Fundraising | 20996 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336593 | Total |
| Program Services | 240953 | ProgramServices |
| Management And General | 60000 | ManagementAndGeneral |
| Fundraising | 35640 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201693 | Total |
| Program Services | 144384 | ProgramServices |
| Management And General | 35953 | ManagementAndGeneral |
| Fundraising | 21356 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5143 | Total |
| Management And General | 5143 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54000 | Total |
| Management And General | 54000 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381959 | Total |
| Program Services | 304985 | ProgramServices |
| Management And General | 50874 | ManagementAndGeneral |
| Fundraising | 26100 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15338 | Total |
| Program Services | 15338 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 299653 | Total |
| Program Services | 254705 | ProgramServices |
| Management And General | 29965 | ManagementAndGeneral |
| Fundraising | 14983 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM EXPENSE | 357574 | 281084 | 28786 | 47704 |
| CULTIVATION & MEETINGS | 93282 | 770 | 29981 | 62531 |
| OTHER EXPENSES | 73375 | 30096 | 34675 | 8604 |
| OFFSITE STORAGE | 46714 | 46714 | ||
| PRINTING | 44000 | 28369 | 15631 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127459 | Total |
| Program Services | 53272 | ProgramServices |
| Management And General | 60375 | ManagementAndGeneral |
| Fundraising | 13812 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5283038 | Total |
| Program Services | 3762890 | ProgramServices |
| Management And General | 944351 | ManagementAndGeneral |
| Fundraising | 575797 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 589256 | BOY |
| EOY | 652472 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2044561 | BOY |
| EOY | 1231591 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15030 | BOY |
| EOY | 19603 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44584 | BOY |
| EOY | 69349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14216564 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4405269 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9605356 | BOY |
| EOY | 9811295 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25683771 | BOY |
| EOY | 36041488 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33927471 | BOY |
| EOY | 33017035 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206940 | BOY |
| EOY | 224337 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72116969 | BOY |
| EOY | 81067170 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 318736 | BOY |
| EOY | 351182 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 488468 | BOY |
| EOY | 493068 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117232 | BOY |
| EOY | 139395 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 924436 | BOY |
| EOY | 983645 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27975600 | BOY |
| EOY | 32148686 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27903844 | BOY |
| EOY | 32495688 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15313089 | BOY |
| EOY | 15439151 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71192533 | BOY |
| EOY | 80083525 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72116969 | BOY |
| EOY | 81067170 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2424530 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 11315522 | ReconcilationOtherChanges |
| 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 | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 3406834 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3574562 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1595891 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5540436 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1748915 | CurrentTaxYear |
| Total | 15866638 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3406834 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3574562 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1595891 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5540436 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1748915 | CurrentTaxYear |
| Total | 15866638 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2224752 | AmountsSubstContributorsTotal |
| Public Support Total170 | 13641886 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1370696 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1397377 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1307865 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1021490 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1180753 | CurrentTaxYear |
| Total | 6278181 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43558 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 132453 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 118783 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 58767 | CurrentTaxYearMinus1Year |
| Current Tax Year | 98802 | CurrentTaxYear |
| Total | 452363 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22597182 | TotalSupport |
| Gross Receipts From Admissions Etc | 624182 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.60370 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.60720 | 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 |
| 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 | 57351266 | BeginningOfYearBalance |
| Contributions | 385713 | Contributions |
| Investment Earnings Or Losses | 12491482 | InvestmentEarningsOrLosses |
| Other Expenditures | 3072702 | OtherExpenditures |
| Administrative Expenses | 358750 | AdministrativeExpenses |
| End Of Year Balance | 66797009 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55416590 | BeginningOfYearBalance |
| Contributions | 1777406 | Contributions |
| Investment Earnings Or Losses | 5694930 | InvestmentEarningsOrLosses |
| Other Expenditures | 5230000 | OtherExpenditures |
| Administrative Expenses | 307660 | AdministrativeExpenses |
| End Of Year Balance | 57351266 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 76817711 | BeginningOfYearBalance |
| Contributions | 484146 | Contributions |
| Investment Earnings Or Losses | -17439384 | InvestmentEarningsOrLosses |
| Other Expenditures | 4144949 | OtherExpenditures |
| Administrative Expenses | 300934 | AdministrativeExpenses |
| End Of Year Balance | 55416590 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.31000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.23000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.46000 | 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 | 200000 | OtherCostOrOtherBasis |
| Book Value | 200000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13295596 | OtherCostOrOtherBasis |
| Depreciation | 3799434 | Depreciation |
| Book Value | 9496162 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 720968 | OtherCostOrOtherBasis |
| Depreciation | 605835 | Depreciation |
| Book Value | 115133 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9811295 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DOMESTIC EQUITIES | 372593 | F |
| INTERNATIONAL EQUITIES | 8193831 | F |
| PRIVATE EQUITIES | 357119 | F |
| FIXED INCOME | 9055081 | F |
| FLEXIBLE CAPITAL | 7026086 | F |
| INFLATION HEDGES | 8012325 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 33017035 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIABILITIES UNDER SPLIT-INTEREST AGREEMENTS | Description |
| Amount | $139,395 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 139395 | TotalOfAmounts |
| Total Revenue | 2858508 | TotalRevenue |
| Total Expenses | 5283038 | TotalExpenses |
| Excess Or Deficit For Year | -2424530 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 11315522 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 11315522 | TotalAdjustments |
| Excess Or Deficit Per FS | 8890992 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14174030 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 11315522 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 11315522 | RevenueNotRptdF990 |
| Revenue Subtotal | 2858508 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2858508 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5283038 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5283038 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5283038 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE SOCIETY'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PURCHASE OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IF PURCHASED WITH UNRESTRICTED ASSETS AND AS DECREASES IN TEMPORARILY RESTRICTED OR PERMANENTLY RESTRICTED NET ASSETS IF PURCHASED WITH DONOR-RESTRICTED ASSETS. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT RECOGNIZED IN THE STATEMENT OF ACTIVITIES OR AS ASSETS. PROCEEDS FROM DEACCESSIONS ARE REFLECTED IN THE STATEMENT OF ACTIVITIES BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. | |
| PART III, LINE 4: | THE SOCIETY'S COLLECTIONS ARE MADE UP OF MANUSCRIPTS, RARE BOOKS, PAMPHLETS, REFERENCE WORKS, ART OBJECTS AND OTHER ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, HISTORIC, AND CURATORIAL PURPOSES. EACH OF THESE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUALLY. | |
| PART X: | THE SOCIETY EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES. AS OF JUNE 30, 2011, THE SOCIETY DOES NOT BELEIVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELEIVE THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FELLOWSHIPS | TypeOfGrant |
| Number Of Recipients | 28 | NumberOfRecipients |
| Amount Of Cash Grant | 135000 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION PROVIDES FELLOWSHIPS FOR RESEARCHERS TO USE ITS LIBRARY. IN ADDITION, PRIOR TO DISBURSING THE FINAL FELLOWSHIP PAYMENT THE SOCIETY RECEIVES A COPY OF THE FELLOWS RESEARCH WORK PRODUCT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENNIS A FIORI | |||||||||||||
| 242863 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 33804 | 0 | 276667 | 0 | 0 | 0 |
| PETER HOOD | |||||||||||||
| 137966 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 13201 | 0 | 151167 | 0 | 0 | 0 |
| CLIFTON J TAYLOR | |||||||||||||
| 148315 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 23715 | 0 | 172030 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDES A MEMBERSHIP TO A SOCIAL CLUB FOR ITS PRESIDENT. THE AMOUNTS ARE PAID PURSUANT TO THE TERMS OUTLINED IN HIS ORIGINAL OFFER OF EMPLOYMENT. | Explanation |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | SEE PART II | Description |
| Number Of Contributions | 95 | NumberOfContributions |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | Identifier |
| Return Reference | PART I, COLUMN (B): | ReturnReference |
| Explanation | LINE 25 - INCLUDES BOOKS, ARTIFACTS, MANUSCRIPTS, FAMILY RECORDS, LETTERS, CORRESPONDENCE, CORPORATE DOCUMENTS, MAPS AND BROADSIDES. THE SOCIETY'S POLICY, AS DESCRIBED IN SCHEDULE D, IS NOT TO RECORD THE VALUE OF DONATED COLLECTION ITEMS AS ASSETS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOCIETY HAS ELECTED MEMBERS, KNOWN AS FELLOWS, THAT ELECT THE TRUSTEES AND OFFICERS. THE SOCIETY'S GENERAL MEMBERSHIP DOES NOT HAVE VOTING RIGHTS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOCIETY'S FELLOWS ELECT THE ORGANIZATION'S TRUSTEES AND OFFICERS AT THE SOCIETY'S ANNUAL MEETING. THE FELLOWS ELECT NEW FELLOWS FROM THE SOCIETY'S GENERAL MEMBERSHIP. | |
| FORM 990, PART VI, SECTION A, LINE 7B | IN ADDITION TO ELECTING THE BOARD AND OFFICERS, THE SOCIETY'S FELLOWS MUST APPROVE ANY AMENDMENTS TO THE BY-LAWS OR CHANGES TO THE GOVERNING DOCUMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION PROVIDES A DRAFT OF THE FORM 990 TO ITS FINANCE COMMITTEE FOR THEIR REVIEW PRIOR TO FILING. ADDITIONALLY, A DRAFT COPY OF THE FORM 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR COMMENT PRIOR TO FILING. | |
| ANNUALLY, THE SOCIETY DISTRIBUTES A QUESTIONNAIRE TO OFFICERS, DIRECTORS, AND KEY EMPLOYEES REQUIRING THEM TO DISCLOSE ANY CONFLICTS OF INTEREST. THE SOCIETY REQUIRES THAT ALL PERSONS TO WHOM THE QUESTIONNAIRE IS DISTRIBUTED COMPLETE IT IN A TIMELY MANNER. | FORM 990, PART VI, SECTION B, LINE 12C | |
| EACH YEAR THE CHAIR OF THE BOARD OF TRUSTEES APPOINTS A COMPENSATION COMMITTEE MADE UP OF TRUSTEES TO REVIEW THE PERFORMANCE AND COMPENSATION OF THE PRESIDENT/CEO AND COMPARABLE COMPENSATION DATA AND TO MAKE A RECOMMENDATION TO THE BOARD, WHICH THEN MAKES THE FINAL DECISION. THE DELIBERATIONS AND DECISION OF BOTH THE COMMITTEE AND THE BOARD ARE CONTEMPORANEOUSLY RECORDED IN THE MINUTES. EACH YEAR THE PRESIDENT, AS CEO, REVIEWS THE PERFORMANCE AND COMPENSATION OF THE KEY EMPLOYEES AND COMPARABLE COMPENSATION DATA AND REPORTS HIS DECISIONS TO THE BOARD OF TRUSTEES, WHICH ARE INCORPORATED INTO THE ANNUAL BUDGET OF THE ORGANIZATION WHICH IS APPROVED BY THE BOARD. THE DELIBERATIONS AND DECISIONS OF THE PRESIDENT ARE CONTEMPORANEOUSLY RECORDED AS IS THE APPROVAL OF THE BUDGET BY THE BOARD. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION'S FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. IN ADDITION, THE ORGANIZATION WILL PROVIDE, UPON REQUEST, COPIES OF FORM 990 FOR THREE YEARS AFTER THE RELATED FISCAL YEAR END AND COPIES OF ANY OF THE ORGANIZATION'S GOVERNING DOCUMENTS AND POLICES. | FORM 990, PART VI, SECTION C, LINE 19 | |
| INVESTMENT FEES | INVESTMENT FEES OF $358,750 ARE CHARGED AGAINST INVESTMENT INCOME AS DISCLOSED IN SCHEDULE D PART V, LINE F | FORM 990, PART IX, LINE 11F |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 11,315,522. | FORM 990, PART XI, LINE 5: |
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