SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES INC (EIN 04-2104937)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-10-31
- IRS object ID
- 201113049349301201
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-31T15:08:07-05:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLLUS LYNCH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 SHREWSBURY STREET | AddressLine1 |
| City | WORCESTER | City |
| State | MA | State |
| ZIP Code | 01604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104937 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY FOR THE PRESERVATION | BusinessNameLine1 |
| Business Name Line2 | OF NEW ENGLAND ANTIQUITIES | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SOCI | NameControl |
| Phone | 6172273956 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CAMBRIDGE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021142702 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARL NOLD | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 6172273957 | Phone |
| Date Signed | 2011-10-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA E KING | Name |
| Phone | 5087557107 | Phone |
| Date Prepared | 2011-10-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC NEW ENGLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CARL R NOLD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CAMBRIDGE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021142702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 71312452 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HISTORICNEWENGLAND.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1910 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | PRESERVATION OF ANTIQUITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 292 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | -8005 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -25370 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2728147 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6159245 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 445418 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 629572 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1655498 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9053012 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 462044 | OtherRevenuePriorYear |
| Other Revenue Current Year | 539824 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5291107 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16381653 | 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 | 5714580 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5821207 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 762037 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5052544 | OtherExpensePriorYear |
| Other Expenses Current Year | 6097180 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10767124 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11918387 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5476017 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4463266 | RevenuesLessExpensesCY |
| Total Assets BOY | 118721234 | TotalAssetsBOY |
| Total Assets EOY | 130470606 | TotalAssetsEOY |
| Total Liabilities BOY | 4556168 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4018480 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 114165066 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 126452126 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | HISTORIC NEW ENGLAND SERVES THE PUBLIC BY PRESERVING AND PRESENTING NEW ENGLAND HERITAGE. IT IS A MUSEUM OF CULTURAL HISTORY WHICH COLLECTS AND PRESERVES BUILDINGS, LANDSCAPES, AND OBJECTS DATING FROM THE SEVENTEENTH CENTURY TO THE PRESENT AND USES THEM TO KEEP HISTORY ALIVE AND TO HELP PEOPLE DEVELOP A DEEPER UNDERSTANDING AND ENJOYMENT OF NEW ENGLAND LIFE AND APPRECIATION FOR ITS PRESERVATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7562174 | Expense |
| Revenue | 1453192 | Revenue |
| Description | MUSEUMS - THE 36 HISTORIC PROPERTIES OWNED AND RUN BY HISTORIC NEW ENGLAND HAVE BEEN VISITED BY OVER 153,890 INDIVIDUALS. THE PROGRAMS INCLUDE EDUCATION, PUBLIC OUTREACH AND CURATORIAL CARE FOR OVER 110,000 OBJECTS AND 1,000,000 DOCUMENTS AND PHOTOGRAPHS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 925709 | Expense |
| Description | CONSERVATION AND PRESERVATION- HISTORIC NEW ENGLAND PROVIDES PROPERTY CARE AND MANAGEMENT SERVICES FOR ALL OF THE ORGANIZATION'S HISTORIC PROPERTIES AND LANDSCAPES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 209621 | Expense |
| Description | STEWARDSHIP PRESERVATION-ADMINISTERS 77 EASEMENTS THAT PROTECT HISTORIC BUILDINGS THROUGHOUT NEW ENGLAND. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 8697504 | 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 | 1 | 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 | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 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 | 85 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 292 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 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 | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | 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 | JASON COSTA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6172273957 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CAMBRIDGE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| THEODORE ALFOND | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| DEBORAH L ALLINSON | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| GEORGE C BALLANTYNE | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ANN BEHA | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JOAN M BERNDT | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| JOSEPH S JUNKIN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| ARLEYN A LEVEE | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| KENNEDY P RICHARDSON | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MARGARET RUTTENBERG | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| SUSAN SLOAN | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| THERESA M STONE | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| WILLIAM VAREIKA | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MAUREEN FENNESSY-BOUSA | |||||||||
| SECOND VICE-CHAIR | 2.00 | X | 0 | 0 | 0 | ||||
| EDWARD LEE CAVE | |||||||||
| THIRD VICE-CHAIR | 2.00 | X | 0 | 0 | 0 | ||||
| WILLIAM CS HICKS | |||||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | ||||
| ROBERT A PEMBERTON | |||||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | ||||
| ROGER SERVISON | |||||||||
| FIRST VICE-CHAIR | 2.00 | X | 0 | 0 | 0 | ||||
| E CLOTHIER TEPPER | |||||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||||
| NANCY BARNARD | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| MAUREEN MEISTER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| SANDRA OURUSOFF | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| RANDY PARKER | |||||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||||
| CARL R NOLD | |||||||||
| PRESIDENT | 80.00 | 263360 | 0 | 32468 | X | X | X | ||
| DIANE VIERA | |||||||||
| VP AND COO EXTERNAL AFFAIR | 40.00 | 165770 | 0 | 21582 | X | ||||
| KIMBERLEA TRACY | |||||||||
| VP OF ADVANCEMENT | 40.00 | 163770 | 0 | 12022 | X | ||||
| JASON COSTA | |||||||||
| CFO | 80.00 | 33000 | 0 | 6463 | X | ||||
| JOHN ARSENEAULT | |||||||||
| FORMER CFO | 40.00 | 55140 | 0 | 2206 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 592900 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 66072 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | 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 | 318626 | MembershipDues |
| Fundraising Events | 33000 | FundraisingEvents |
| Government Grants | 497274 | GovernmentGrants |
| All Other Contributions | 5310345 | AllOtherContributions |
| Total Contributions | 6159245 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADMISSIONS | 713990 | 607157 | 607157 | |
| LICENSE AND ROYALTY | 713990 | 22415 | $22,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 629572 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1395387 | TotalRevenueColumn |
| Exclusion | $1,395,387 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 477337 | Real |
| Personal | 224906 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 207234 | Real |
| Personal | 212192 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 270103 | Real |
| Personal | 12714 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 282817 | TotalRevenueColumn |
| Related Or Exempt Function Income | 290822 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -8005 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 59378620 | Securities |
| Other | 2595291 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54295569 | Securities |
| Other | 20717 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5083051 | Securities |
| Other | 2574574 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7657625 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7657625 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 136085 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 33000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 78624 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57461 | TotalRevenueColumn |
| Exclusion | $57,461 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 298495 | GrossSalesOfInventory |
| Cost Of Goods Sold | 116463 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 182032 | TotalRevenueColumn |
| Related Or Exempt Function Income | 182032 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 713990 | BusinessCode |
| Total Revenue Column | 17514 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17514 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 17514 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16381653 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8755150 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -8005 | UnrelatedBusinessRevenue |
| Exclusion | $1,475,263 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4759100 | Total |
| Program Services | 3250792 | ProgramServices |
| Management And General | 971910 | ManagementAndGeneral |
| Fundraising | 536398 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134057 | Total |
| Program Services | 77458 | ProgramServices |
| Management And General | 41808 | ManagementAndGeneral |
| Fundraising | 14791 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 598034 | Total |
| Program Services | 402447 | ProgramServices |
| Management And General | 128910 | ManagementAndGeneral |
| Fundraising | 66677 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 330016 | Total |
| Program Services | 226094 | ProgramServices |
| Management And General | 66717 | ManagementAndGeneral |
| Fundraising | 37205 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43167 | Total |
| Management And General | 43167 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42406 | Total |
| Management And General | 42406 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 662494 | Total |
| Program Services | 397496 | ProgramServices |
| Management And General | 264998 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 672822 | Total |
| Program Services | 239774 | ProgramServices |
| Management And General | 344546 | ManagementAndGeneral |
| Fundraising | 88502 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586952 | Total |
| Program Services | 478196 | ProgramServices |
| Management And General | 108756 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 187488 | Total |
| Program Services | 139473 | ProgramServices |
| Management And General | 43691 | ManagementAndGeneral |
| Fundraising | 4324 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86327 | Total |
| Program Services | 86327 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 293038 | Total |
| Program Services | 257024 | ProgramServices |
| Management And General | 35135 | ManagementAndGeneral |
| Fundraising | 879 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| FACILITY IMPROVEMENTS & | 1904944 | 1904944 | ||
| CONSULTING & CONTRACT L | 566017 | 332034 | 230473 | 3510 |
| GROUND IMPROVEMENT & MA | 487767 | 466645 | 21122 | |
| ADMINISTRATIVE EXPENSE | 338469 | 242873 | 88521 | 7075 |
| COLLECTIONS & EXHIBITIO | 302281 | 293934 | 8347 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -76992 | Total |
| Program Services | -98007 | ProgramServices |
| Management And General | 18339 | ManagementAndGeneral |
| Fundraising | 2676 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11918387 | Total |
| Program Services | 8697504 | ProgramServices |
| Management And General | 2458846 | ManagementAndGeneral |
| Fundraising | 762037 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348612 | BOY |
| EOY | 17149 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30894 | BOY |
| EOY | 175966 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 899688 | BOY |
| EOY | 756262 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112397 | BOY |
| EOY | 93631 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 239277 | BOY |
| EOY | 217340 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130886 | BOY |
| EOY | 200439 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6159252 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1761875 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4452083 | BOY |
| EOY | 4397377 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99517554 | BOY |
| EOY | 110985501 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12929183 | BOY |
| EOY | 13559595 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60660 | BOY |
| EOY | 67346 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118721234 | BOY |
| EOY | 130470606 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 903520 | BOY |
| EOY | 659507 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1855000 | BOY |
| EOY | 1855000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 976888 | BOY |
| EOY | 763286 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 820760 | BOY |
| EOY | 740687 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4556168 | BOY |
| EOY | 4018480 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37574760 | BOY |
| EOY | 38520062 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49536173 | BOY |
| EOY | 55119652 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27054133 | BOY |
| EOY | 32812412 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114165066 | BOY |
| EOY | 126452126 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118721234 | BOY |
| EOY | 130470606 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4463266 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7823793 | 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 | 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 | 7218667 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2852032 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2932656 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2728147 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6159245 | CurrentTaxYear |
| Total | 21890747 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7218667 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2852032 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2932656 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2728147 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6159245 | CurrentTaxYear |
| Total | 21890747 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 21890747 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3343835 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5646436 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3781455 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2161933 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2120045 | CurrentTaxYear |
| Total | 17053704 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 192759 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25514 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7593 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4363 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17514 | CurrentTaxYear |
| Total | 247743 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 39192194 | TotalSupport |
| Gross Receipts From Admissions Etc | 3937095 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.55850 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.50640 | 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) |
|---|---|---|
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Historic Land Area | X | HistoricLandArea |
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 77 | TotalNumberOfEasements |
| Total Acreage | 734.37 | TotalAcreage |
| Nmbr Hist Struct Easements | 75 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 7 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 5 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 2600.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 209621 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
| 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 | 82271832 | BeginningOfYearBalance |
| Contributions | 5100375 | Contributions |
| Investment Earnings Or Losses | 10288186 | InvestmentEarningsOrLosses |
| Other Expenditures | 5221797 | OtherExpenditures |
| End Of Year Balance | 92438596 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 61267197 | BeginningOfYearBalance |
| Contributions | 5000 | Contributions |
| Investment Earnings Or Losses | 25899037 | InvestmentEarningsOrLosses |
| Other Expenditures | 4899402 | OtherExpenditures |
| End Of Year Balance | 82271832 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 89933131 | BeginningOfYearBalance |
| Contributions | 366907 | Contributions |
| Investment Earnings Or Losses | -24118757 | InvestmentEarningsOrLosses |
| Other Expenditures | -4914084 | OtherExpenditures |
| End Of Year Balance | 61267197 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.29390 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.35500 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.35110 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3358335 | OtherCostOrOtherBasis |
| Depreciation | 405799 | Depreciation |
| Book Value | 2952536 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 462300 | OtherCostOrOtherBasis |
| Depreciation | 103242 | Depreciation |
| Book Value | 359058 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1063256 | OtherCostOrOtherBasis |
| Depreciation | 757222 | Depreciation |
| Book Value | 306034 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1275361 | OtherCostOrOtherBasis |
| Depreciation | 495612 | Depreciation |
| Book Value | 779749 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4397377 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| HISTORIC PROPERTIES | 4095615 | C |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 9463980 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 13559595 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| REFUNDABLE DEPOSITS | $205,112 |
| REFUNDABLE ADVANCES | $535,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 740687 | TotalOfAmounts |
| Total Revenue | 16381653 | TotalRevenue |
| Total Expenses | 11918387 | TotalExpenses |
| Excess Or Deficit For Year | 4463266 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7012828 | NetUnrealizedGLOnInvestments |
| Other | $810,965 | OtherAmount |
| Total Adjustments | 7823793 | TotalAdjustments |
| Excess Or Deficit Per FS | 12287059 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24157466 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7012828 | NetUnrealizedGainsInvestments |
| Other Revenues | 1425477 | OtherRevenues |
| Revenue Not Rptd F990 | 8438305 | RevenueNotRptdF990 |
| Revenue Subtotal | 15719161 | RevenueSubtotal |
| Investment Expenses Not Included | 662493 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 662493 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16381654 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11870406 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 614512 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 614512 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11255894 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 662493 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 662493 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11918387 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | REVENUE AND EXPENSES FOR THE EASEMENTS ARE NOT REFERENCED IN THE FOOTNOTES OF THE FINANCIAL STATEMENTS RATHER THEY ARE BOOKED IN A SEGREGATED BUDGET CENTER KNOWN AS STEWARDSHIP, THIS INCLUDES ANNUAL FUND REVENUE, PAYROLL, BENEFITS, ADMINISTRATION, ETC. PROCEEDS ARE DEPOSITED INTO THE ORGANIZATION ENDOWMENT AND INVESTMENTS AND DRAWN IN COMPLIANCE WITHIN ITS ANNUAL DRAWDOWN POLICIES. THE ORGANIZATION DOES NOT ACCOUNT FOR EASEMENT PROPERTIES ON ITS BALANCE SHEET. |
| PART III, LINE 1A: | CERTAIN PROPERTIES ARE RECORDED AT COST IF PURCHASED OR AT THE APPRAISED VALUE ON THE DATE OF RECEIPT, IF ACQUIRED BY GIFT OR LEGACY, EXCEPT FOR FIVE PROPERTIES, WHICH ARE CARRIED AT ZERO VALUE, AS NO HISTORIC COSTS OR APPRAISED VALUATIONS EXIST. NO PROVISIONS FOR DEPRECIATION IS RECORDED FOR THESE PROPERTIES. ALL EXPENDITURES FOR REPAIRS, MAINTENANCE, RENEWALS, AND BETTERMENTS ARE PRESENTED AS A REDUCTION IN THE APPROPRIATE CLASS OF NET ASSETS. AS ALLOWED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AND FOLLOWING THE PRACTICES OF MANY LIBRARIES AND MUSEUMS, THE ORGANIZATION HAS NOT CAPITALIZED ITS COLLECTION OF ITEMS OF HISTORICAL NATURE AND OTHER RELATED OBJECTS PURCHASED OR DONATED, WITH THE EXCEPTION OF PROPERTIES. THE COLLECTION IS HELD FOR PUBLIC EDUCATION OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN. THE ORGANIZATION CONTINUALLY REVIEWS ITS COLLECTION AND MAY DEACCESS OR ACQUIRE ADDITIONAL ITEMS. EXPENDITURES FOR ADDITIONAL COLLECTION ITEMS ARE PRESENTED AS A REDUCTION IN THE APPROPRIATE CLASS OF NET ASSETS. | |
| PART III, LINE 4: | HISTORIC NEW ENGLAND IS A MUSEUM OF CULTURAL HISTORY WHICH COLLECTS AND PRESERVES BUILDINGS, LANDSCAPES, AND OBJECTS DATING FROM THE SEVENTEENTH CENTURY TO THE PRESENT AND USES THEM TO KEEP HISTORY ALIVE AND TO HELP PEOPLE DEVELOP A DEEPER UNDERSTANDING AND ENJOYMENT OF NEW ENGLAND LIFE AND APPRECIATION FOR ITS PRESERVATION. HISTORIC NEW ENGLAND'S COLLECTIONS COMPRISE THE LARGEST ASSEMBLAGE OF NEW ENGLAND ART AND ARTIFACTS IN THE COUNTRY, AN EXTRAORDINARY BROAD COLLECTION OF MORE THAN 110,000 OBJECTS OF HISTORICAL AND AESTHETIC SIGNIFICANCE. THESE COLLECTIONS HELP PEOPLE UNDERSTAND THE REGION'S HERITAGE THROUGH THE POSSESSIONS OF THOSE WHO LIVED HERE, AND APPRECIATE THE INGENUITY, CRAFTSMANSHIP, AND STYLE OF THE REGION. IN ADDITION, THE HISTORIC NEW ENGLAND LIBRARY AND ARCHIVES INCLUDE MORE THAN ONE MILLION ITEMS THAT DOCUMENT NEW ENGLAND'S ARCHITECTURAL AND CULTURAL HISTORY - PHOTOGRAPHS, ARCHITECTURAL DRAWINGS, EPHEMERA, MANUSCRIPTS, FAMILY PAPERS, AND BOOKS. | |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION'S ENDOWMENT CONSISTS OF ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. ENDOWMENT FUNDS INCLUDE INVESTED GIFTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE ORGANIZATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDLOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ORGANIZATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY STATE LAW. IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT, THE ORGANIZATION CAN CONSIDER THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUND; THE DURATION AND PRESENTATION OF THE FUND; THE PURPOSES OF THE ORGANIZATION AND THE DONOT-RESTRICTED ENDOWMENT FUND; GENERAL ECONOMIC CONDITIONS; THE POSSIBLE EFFECT OF INFLATION AND DEFLATION; THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; OTHER RESOURCES OF THE ORGANIZATION; AND THE INVESTMENT POLICIES OF THE ORGANIZATION. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS BOARD-DESIGNATED AND OTHER ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASE POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD, THE ORGANIZATION'S INVESTMENT COMMITTEE SHALL SEEK TO INVEST THE ENDOWMENT FUNDS IN SUCH A MANNER THAT THE INVESTMENTS WILL PROVIDE A SPENDABLE RETURN CONSISTENT WITH A LONG-TERM GOAL OF PRESERVING THE FUNDS IN REAL TERMS. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE ORGANIZATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE ORGANIZATION HAS INVESTED IN DEBT AND EQUITY SECURITIES THAT TARGET A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. THE ORGANIZATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5% (THE BOARD MAY APPROVE MORE OR LESS FROM TIME TO TIME) OF THE TWENTY-QUARTER AVERAGE FAIR MARKET VALUE OF THE ENDOWMENT CALCULATED AS OF DECEMBER 31 PRECEDING YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE ORGANIZATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THIS IS CONSISTENT WITH THE ORGANIZATION'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF ITS ENDOWMENT. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR-IMPOSED RESTRICTIONS REQUIRE THE ORGANIZATION TO RETAIN AS A FUND OF PERPETUAL DURATION. IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, DEFICIENCIES OF THIS NATURE ARE REPORTED IN UNRESTRICTED NET ASSETS. SUCH DEFICIENCIES AMOUNT TO $9,055 AS OF AMRCH 31, 2011. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 810,965. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 116,463. RENTAL EXPENSE 419,425. UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 810,965. FUNDRAISING EXPENSES 78,624. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOOD SOLD 116,463. RENTAL EXPENSE 419,425. FUNDRAISING EXPENSES 78,624. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 0 | AgreementRefFundraising |
| Licensed States | MA | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | ME | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 2010 GALA | NameOfEvent1 |
| Gross Receipts Event1 | 169085 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 33000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 136085 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 78624 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 169085 | GrossReceiptsTotal |
| Charitable Contributions Total | 33000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 136085 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 78624 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 78624 | DirectExpenseSummaryEvents |
| Net Income Summary | 57461 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARL R NOLD | |||||||||||||
| 263360 | 0 | 0 | 0 | 0 | 0 | 24570 | 0 | 7898 | 0 | 295828 | 0 | 0 | 0 |
| DIANE VIERA | |||||||||||||
| 165770 | 0 | 0 | 0 | 0 | 0 | 8172 | 0 | 13410 | 0 | 187352 | 0 | 0 | 0 |
| KIMBERLEA TRACY | |||||||||||||
| 163770 | 0 | 0 | 0 | 0 | 0 | 7805 | 0 | 4217 | 0 | 175792 | 0 | 0 | 0 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEFA BOND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 042104937 | IssuerEIN |
| CUSIP Number | 57586EL01 | CUSIPNumber |
| Date Issued | 2009-07-01 | DateIssued |
| Issue Price | 1855000 | IssuePrice |
| Description Of Purpose | REFINANCING EXISTING BOND | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 1855000 | TotalProceeds |
| Amount In Reserve Fund | 18550 | AmountInReserveFund |
| Issuance Costs From Proceeds | 27318 | IssuanceCostsFromProceeds |
| Capital Expenditures | 1827175 | CapitalExpenditures |
| Year Of Subst Completion | 2006 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 1 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.43000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.43000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 47640 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SOLD @ FMV UPON RECEIPT | MethodOfDeterminingRevenues |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| 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 | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | SCHEDULE M, LINE, 33 NO AMOUNT REPORTED IN REVENUE RELATED TO THE CONTRIBUTIONS OF ART AND HISTORICAL ARTIFACTS ON THE ORGANIZATIONS FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G OR SCHEDULE M, PART I BECAUSE THE ORGANIZATION DOES NOT CAPITALIZE ITS COLLECTION AS ALLOWED UNDER SFAS 116. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | PRIOR TO FILING, THE 990 WAS DISTRIBUTED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW AND COMMENT. | |
| THE BOARD OF DIRECTORS REVIEWS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ANNUALLY IN ORDER TO ENSURE THAT THE ORGANIZATION'S BOARD OF DIRECTORS, OFFICERS, AND EMPLOYEES ARE REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING IT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE ORGANIZATION DETERMINES COMPENSATION OF ITS CEO BY COMPARISONS TO COMPENSATION LEVELS FOR SIMILAR POSITIONS AT OTHER MUSEUMS/NON-PROFIT ORGANIZATIONS WITH COMPARABLE BUDGETS AND SCOPE OF OPERATIONS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| FORM 1023 IS AVAILABLE UPON REQUEST. THE ORGANIZATION'S 990 AND 990-T ARE AVAILABLE UPON REQUEST AND ARE ALSO AVAILABLE ON THE WEBSITES OF OTHER ORGANIZATIONS. | FORM 990, PART VI, SECTION C, LINE 18 | |
| UPON REQUEST | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 7,012,828. UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 810,965. TOTAL TO FORM 990, PART XI, LINE 5: 7,823,793. | FORM 990, PART XI, LINE 5: |