LONGYEAR FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LONGYEAR FOUNDATION (EIN 04-2203829)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201103199349305860
- 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 | 2011-11-15T13:01:13-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042203829 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGYEAR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LONG | NameControl |
| Phone | 6172789000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 BOYLSTON STREET | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANDRA J HOUSTON | Name |
| Title | INTERIM EXECUTIVE DIRECTOR & VP | Title |
| Phone | 6172789000 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS WASHBURN CPA | Name |
| Phone | 5083669100 | 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 | SANDRA J HOUSTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 BOYLSTON STREET | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7452519 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LONGYEAR.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1934 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE UNDERSTANDING OF THE LIFE & WORK OF MARY BAKER EDDY, DISCOVERER OF CHRISTIAN SCIENCE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 41 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 1454 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -4651 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3471894 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3450482 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27946 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 28801 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1620777 | InvestmentIncomePriorYear |
| Investment Income Current Year | 376988 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 206540 | OtherRevenuePriorYear |
| Other Revenue Current Year | 88994 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2085603 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3945265 | 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 | 1889281 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2172213 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 489742 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1819069 | OtherExpensePriorYear |
| Other Expenses Current Year | 1709820 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3708350 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3882033 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1622747 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 63232 | RevenuesLessExpensesCY |
| Total Assets BOY | 35902809 | TotalAssetsBOY |
| Total Assets EOY | 37387528 | TotalAssetsEOY |
| Total Liabilities BOY | 920528 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1043987 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34982281 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 36343541 | NetAssetsOrFundBalancesEOY |
| Mission Description | LONGYEAR FOUNDATION IS AN INDEPENDENT HISTORICAL MUSEUM DEDICATED TO ADVANCING THE UNDERSTANDING OF THE LIFE AND WORK OF MARY BAKER EDDY, THE DISCOVERER, FOUNDER, AND LEADER OF CHRISTIAN SCIENCE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1505697 | Expense |
| Description | THE COLLECTION AND PRESERVATION OF LITERARY WORKS, ARTIFACTS, AND DOCUMENTS OF MARY BAKER EDDY, FOUNDER OF THE FIRST CHURCH OF CHRIST, SCIENTIST. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 560614 | Expense |
| Revenue | 117795 | Revenue |
| Description | EVENTS, PROGRAMS AND PUBLICATIONS TO EDUCATE THE PUBLIC ABOUT THE LIFE OF MARY BAKER EDDY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 557264 | Expense |
| Description | THE PRESERVATION, MAINTENANCE AND EXHIBITING OF HISTORIC HOUSES ONCE OWNED AND OCCUPIED BY MARY BAKER EDDY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2623575 | 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 | 1 | 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 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | 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 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 41 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| 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 | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | 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 | 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 |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | 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 | SANDRA J HOUSTON INTERIM EXECUTIVE DIRECTOR & VP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6172789000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 BOYLSTON STREET | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| MR REID WAGSTAFF | ||||||
| TRUSTEE, GOVERNANCE CHAIR | 6.00 | X | 0 | 0 | 0 | |
| MRS JUNE AUSTIN | ||||||
| TRUSTEE, PROGRAM/EXHIBIT C | 5.00 | X | 0 | 0 | 0 | |
| MR JAMES S ROSEBUSH | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| MRS V ELLEN WILLIAMS | ||||||
| TRUSTEE, DEVELOPMENT CHAIR | 6.00 | X | 0 | 0 | 0 | |
| MR ROBERT B LARSEN | ||||||
| TRUSTEE, VICE CHAIR | 5.00 | X | 0 | 0 | 0 | X |
| MR MARK C TURRENTINE | ||||||
| TRUSTEE, TREASURER & FINAN | 5.00 | X | 0 | 0 | 0 | X |
| MRS GAIL HEWITT | ||||||
| TRUSTEE, CHAIRMAN | 10.00 | X | 0 | 0 | 0 | X |
| MR RICHARD C SAMPSON | ||||||
| TRUSTEE, METAPHYSICAL CHAI | 5.00 | X | 0 | 0 | 0 | |
| MRS MELISSA ABBOTT | ||||||
| TRUSTEE, AUDIT CHAIR | 6.00 | X | 0 | 0 | 0 | |
| MRS ANNE MCCAULEY | ||||||
| PRESIDENT | 40.00 | 116952 | 0 | 6998 | X | |
| MS SANDRA J HOUSTON | ||||||
| INTERIM EXECUTIVE DIRECTOR & VP | 40.00 | 88864 | 0 | 5443 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 205816 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 12441 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MARK TRUANT & ASSOCIATES INC | |||||
| 32 WARREN STREET | CAMBRIDGE | MA | 02139 | CONSTRUCTION MANAGEMENT SERVICES | 632837 |
| GARY WOLF ARCHITECTS INC | |||||
| 7 MARSHALL STREET | BOSTON | MA | 02108 | ARCHITECTURE | 203702 |
| SHAWMUT DESIGN & CONSTRUCTION | |||||
| 560 HARRISON AVENUE | BOSTON | MA | 02118 | CONSTRUCTION MANAGEMENT SERVICES | 193693 |
| AMS | |||||
| 800 SOUTH STREET SUITE 195 | WALTHAM | MA | 02452 | FINANCIAL, BUSINESS MGT. & ACCOUNTING | 191045 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Membership Dues | 91178 | MembershipDues |
| All Other Contributions | 3359304 | AllOtherContributions |
| Total Contributions | 3450482 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAMS FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 28801 | TotalRevenueColumn |
| Related Or Exempt Function Income | 28801 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 28801 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 121447 | TotalRevenueColumn |
| Unrelated Business Revenue | 1454 | UnrelatedBusinessRevenue |
| Exclusion | $119,993 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3710067 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3454526 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 255541 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 255541 | TotalRevenueColumn |
| Exclusion | $255,541 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 133364 | GrossSalesOfInventory |
| Cost Of Goods Sold | 52728 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80636 | TotalRevenueColumn |
| Related Or Exempt Function Income | 80636 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8358 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8358 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8358 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3945265 | TotalRevenueColumn |
| Related Or Exempt Function Income | 117795 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1454 | UnrelatedBusinessRevenue |
| Exclusion | $375,534 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218257 | Total |
| Program Services | 94307 | ProgramServices |
| Management And General | 123950 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1676346 | Total |
| Program Services | 1052981 | ProgramServices |
| Management And General | 359425 | ManagementAndGeneral |
| Fundraising | 263940 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59837 | Total |
| Program Services | 42528 | ProgramServices |
| Management And General | 6109 | ManagementAndGeneral |
| Fundraising | 11200 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91007 | Total |
| Program Services | 61163 | ProgramServices |
| Management And General | 15023 | ManagementAndGeneral |
| Fundraising | 14821 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126766 | Total |
| Program Services | 84726 | ProgramServices |
| Management And General | 21839 | ManagementAndGeneral |
| Fundraising | 20201 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33551 | Total |
| Management And General | 33551 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29662 | Total |
| Management And General | 29662 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67097 | Total |
| Program Services | 5500 | ProgramServices |
| Management And General | 56344 | ManagementAndGeneral |
| Fundraising | 5253 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149753 | Total |
| Program Services | 94267 | ProgramServices |
| Management And General | 13003 | ManagementAndGeneral |
| Fundraising | 42483 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 585935 | Total |
| Program Services | 531644 | ProgramServices |
| Management And General | 32161 | ManagementAndGeneral |
| Fundraising | 22130 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106890 | Total |
| Program Services | 12528 | ProgramServices |
| Management And General | 28055 | ManagementAndGeneral |
| Fundraising | 66307 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 639408 | Total |
| Program Services | 574400 | ProgramServices |
| Management And General | 36880 | ManagementAndGeneral |
| Fundraising | 28128 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9258 | Total |
| Program Services | 9258 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM EVENTS | 34406 | 34406 | ||
| COLLECTION EXPENSE | 23257 | 23257 | ||
| MISCELLANEOUS | 12750 | 12714 | 36 | |
| REGISTRATION AND OTHE F | 10015 | 10015 | ||
| PUBLICATIONS | 7838 | 2610 | 5228 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3882033 | Total |
| Program Services | 2623575 | ProgramServices |
| Management And General | 768716 | ManagementAndGeneral |
| Fundraising | 489742 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8742 | BOY |
| EOY | 188993 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1867783 | BOY |
| EOY | 1750601 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 659830 | BOY |
| EOY | 446863 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 705606 | BOY |
| EOY | 137929 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29379 | BOY |
| EOY | 32590 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 22305789 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5881325 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15965959 | BOY |
| EOY | 16424464 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2103554 | BOY |
| EOY | 1339338 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13327403 | BOY |
| EOY | 15631212 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1234553 | BOY |
| EOY | 1435538 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35902809 | BOY |
| EOY | 37387528 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 254199 | BOY |
| EOY | 476256 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 666329 | BOY |
| EOY | 567731 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 920528 | BOY |
| EOY | 1043987 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23539790 | BOY |
| EOY | 25005220 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10645876 | BOY |
| EOY | 10533806 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 796615 | BOY |
| EOY | 804515 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34982281 | BOY |
| EOY | 36343541 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35902809 | BOY |
| EOY | 37387528 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 63232 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1298028 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 4473813 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3160099 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2444561 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3462979 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3450482 | CurrentTaxYear |
| Total | 16991934 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4473813 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3160099 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2444561 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3462979 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3450482 | CurrentTaxYear |
| Total | 16991934 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3965133 | AmountsSubstContributorsTotal |
| Public Support Total170 | 13026801 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 559828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 504203 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 400168 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 283684 | CurrentTaxYearMinus1Year |
| Current Tax Year | 121447 | CurrentTaxYear |
| Total | 1869330 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12412 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11611 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16114 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6813 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8358 | CurrentTaxYear |
| Total | 55308 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 18916572 | TotalSupport |
| Gross Receipts From Admissions Etc | 541831 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68860 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.69230 | 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 4414441 | AssetsInPartX |
Held Works Of Art Amts HeldWorksOfArtAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 35466 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| 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 | 5236530 | BeginningOfYearBalance |
| Contributions | 60400 | Contributions |
| Investment Earnings Or Losses | 668543 | InvestmentEarningsOrLosses |
| Other Expenditures | 299308 | OtherExpenditures |
| End Of Year Balance | 5666165 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4807178 | BeginningOfYearBalance |
| Contributions | 15000 | Contributions |
| Investment Earnings Or Losses | 727453 | InvestmentEarningsOrLosses |
| Other Expenditures | 313101 | OtherExpenditures |
| End Of Year Balance | 5236530 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6962682 | BeginningOfYearBalance |
| Contributions | 25050 | Contributions |
| Investment Earnings Or Losses | -1661516 | InvestmentEarningsOrLosses |
| Other Expenditures | 519038 | OtherExpenditures |
| End Of Year Balance | 4807178 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.94790 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.05210 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1948454 | OtherCostOrOtherBasis |
| Book Value | 1948454 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4184143 | OtherCostOrOtherBasis |
| Depreciation | 594075 | Depreciation |
| Book Value | 3590068 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10597745 | OtherCostOrOtherBasis |
| Depreciation | 2967327 | Depreciation |
| Book Value | 7630418 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1307845 | OtherCostOrOtherBasis |
| Depreciation | 1402034 | Depreciation |
| Book Value | -94189 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4267602 | OtherCostOrOtherBasis |
| Depreciation | 917889 | Depreciation |
| Book Value | 3349713 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16424464 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BENEFICIAL INTEREST IN PERPETUAL ENDOWMENT TRUSTS | 9671509 | F |
| MUTUAL FUNDS | 4382253 | F |
| INVESTMENT PARTNERSHIPS | 798626 | F |
| ASSETS HELD FOR SPLIT-INTEREST AGREEMENTS | 778824 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 15631212 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY PAYMENT LIABILITY | Description |
| Amount | $567,731 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 567731 | TotalOfAmounts |
| Total Revenue | 3945265 | TotalRevenue |
| Total Expenses | 3882033 | TotalExpenses |
| Excess Or Deficit For Year | 63232 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 412461 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 10455 | DonatedServicesAndFacilities |
| Other | $875,112 | OtherAmount |
| Total Adjustments | 1298028 | TotalAdjustments |
| Excess Or Deficit Per FS | 1361260 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5296021 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 412461 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 10455 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 927840 | OtherRevenues |
| Revenue Not Rptd F990 | 1350756 | RevenueNotRptdF990 |
| Revenue Subtotal | 3945265 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3945265 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3934761 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 52728 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 52728 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3882033 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3882033 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE FOUNDATIONS COLLECTIONS CONSIST OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, INCLUDING ORIGINAL DOCUMENTS, PHOTOGRAPHS, BOOKS, OBJECTS AND PAINTINGS. EACH ITEM IS CATALOGED FOR EDUCATION, RESEARCH, AND CULTURAL PURPOSES, AND ACTIVITIES CONCERNING CARE, APPROPRIATENESS TO LONGYEARS MISSION, VERIFICATION OF EXISTENCE AND ASSESSMENT OF CONDITION ARE PERFORMED ON AS REGULAR PROCESSES. | |
| PART V, LINE 4: | THE FOUNDATIONS ENDOWMENTS CONSIST OF BOARD-DESIGNATED ENDOWMENTS AND TRUE ENDOWMENTS RESTRICTED BY DONORS AGAINST ANY EXPENDITURES OF PRINCIPAL. ANNUAL DISTRIBUTIONS ARE MADE AVAILABLE TO SUPPORT THE ANNUAL OPERATING BUDGET BASED ON THE SPENDING POLICIES OF THE RESPECTIVE ENDOWMENT AGREEMENTS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE FOUNDATION FOLLOWS THE STANDARDS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER U.S. GAAP WHICH REQUIRES THE FOUNDATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AT DECEMBER 31, 2010 THE FOUNDATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. THE FOUNDATION FILES INFORMATIONAL RETURNS IN THE UNITED STATES FEDERAL AND MASSACHUSETTS STATED JURISDICTIONS. THESE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE LAST THREE YEARS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 60,755. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ENDOWMENT TRUSTS 814,357. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 60,755. COST OF SALES 52,728. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ENDOWMENT TRUSTS 814,357. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF SALES 52,728. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| 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 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 32612 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 107441 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 79 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10455 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PROFESSIONAL ASSESSMENT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 WAS PROVIDED AND APPROVED BY THE FOUNDATION'S BOARD OF TRUSTEES AND AUDIT COMMITTEE PRIOR TO FINAL SUBMISSION. | |
| OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE MUSEUM HAS ESTABLISHED A SYSTEM OF JOB CLASSIFICATIONS ACCORDING TO THE LEVEL OF EDUCATION, KNOWLEDGE, SKILL, RESPONSIBILITY, AND DECISION-MAKING. THE WAGE STRUCTURE REFLECTS THESE CLASSIFICATIONS AND IS INTENDED TO BE COMPETITIVE WITH THAT OF SIMILAR INSTITUTIONS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| FILINGS ARE PUBLIC ON THIRD PARTY WEBSITES SUCH AS GUIDESTAR AND LONGYEAR WILL RESPOND TO COMPLY WITH REQUESTS IT RECEIVES DIRECTLY FOR SUCH INFORMATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 412,461. DONATED SERVICES AND USE OF FACILITIES: 10,455. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 60,755. CHANGE IN VALUE OF BENEFICIAL INTEREST IN ENDOWMENT TRUSTS 814,357. TOTAL TO FORM 990, PART XI, LINE 5: 1,298,028. | FORM 990, PART XI, LINE 5: |
| THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ANNUAL FINANCIAL STATEMENTS. NO CHANGES WERE MADE TO THIS OVERSIGHT PROCESS DURING FISCAL YEAR 2010. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGYEAR HISTORICAL SOCIETY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 58 STINSON LAKE RD | AddressLine1 |
| City | RUMNEY | City |
| State | NH | State |
| ZIP Code | 03266 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 999999999 | EIN |
| Primary Activities | HOLDS REAL ESTATE IN NEW HAMPSHIRE ON BEHALF OF THE LONGYEAR FOUNDATION | PrimaryActivities |
| Legal Domicile State | NH | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONGYEAR FOUNDATION | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUR HUNDRED BEACON CORP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 BOYLSTON STREET | AddressLine1 |
| City | CHESTNUT HILL | City |
| State | MA | State |
| ZIP Code | 02467 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208069837 | EIN |
| Primary Activities | TO OWN, PRESERVE AND MAINTAIN 400 BEACON STREET PROPERTY. | PrimaryActivities |
| Legal Domicile State | MA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 11A, I | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY BEECHER LONGYEAR TRUST | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 1200 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046011948 | EIN |
| Primary Activity | TO PROVIDE ANNUAL AND OTHER DISTRIBUTIONS TO THE FOUNDATION | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| FOUR HUNDRED BEACON CORPORATION | |
| M | 0 |
| MARY BEECHER LONGYEAR TRUST | |
| R | 1247024 |
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