2011-02-15T09:11:23-06:00 2010-03-31 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2009-04-01 042104937 SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQUITIES SOCI 6172273956 141 CAMBRIDGE STREET BOSTON MA 021142702 CARL NOLD 6172273957 2011-02-09 1 Barbara E King 5087557107 2011-02-04 2009 2016-02-24 21:20:13Z HISTORIC NEW ENGLAND CARL R NOLD 141 CAMBRIDGE STREET BOSTON MA 021142702 60713043 0 X WWW.HISTORICNEWENGLAND.ORG X 1910 MA PRESERVATION OF ANTIQUITIES 22 21 292 0 -26911 -25200 2932656 2728147 422914 445418 991302 1655498 529301 462044 4876173 5291107 0 0 5510504 5714580 0 1072755 4097109 5052544 9607613 10767124 -4731440 -5476017 91007424 118721234 4580383 4556168 86427041 114165066 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. 0 0 6162290 1117916 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. 826038 CONSERVATION AND PRESERVATION- HISTORIC NEW ENGLAND PROVIDES PROPERTY CARE AND MANAGEMENT SERVICES FOR ALL OF THE ORGANIZATION'S HISTORIC PROPERTIES AND LANDSCAPES. 270356 STEWARDSHIP PRESERVATION-ADMINISTERS 75 EASEMENTS THAT PROTECT HISTORIC BUILDINGS THROUGHOUT NEW ENGLAND. 7258684 1 1 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 75 0 292 1 1 1 0 0 0 0 0 0 22 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA CT ME RI NH X X JANE ELDRIDGE 6172273957 141 CAMBRIDGE STREET BOSTON MA 02114 THEODORE ALFOND 2.00 X 0 0 0 DEBORAH L ALLINSON 2.00 X 0 0 0 GEORGE C BALLANTYNE 2.00 X 0 0 0 ANN BEHA 2.00 X 0 0 0 JOAN M BERNDT 2.00 X 0 0 0 VICTORIA L DISTEFANO 2.00 X 0 0 0 JOSEPH S JUNKIN 2.00 X 0 0 0 ARLEYN A LEVEE 2.00 X 0 0 0 KENNEDY P RICHARDSON 2.00 X 0 0 0 MARGARET RUTTENBERG 2.00 X 0 0 0 SUSAN SLOAN 2.00 X 0 0 0 COLIN LM SMITH 2.00 X 0 0 0 THERESA M STONE 2.00 X 0 0 0 WILLIAM VAREIKA 2.00 X 0 0 0 WILLIAM VEILLETTE 2.00 X 0 0 0 MAUREEN FENNESSY-BOUSA 2.00 X 0 0 0 EDWARD LEE CAVE 2.00 X 0 0 0 WILLIAM CS HICKS 2.00 X 0 0 0 ROBERT A PEMBERTON 2.00 X 0 0 0 ROGER SERVISON 2.00 X 0 0 0 E CLOTHIER TEPPER 2.00 X 0 0 0 CARL R NOLD 40.00 X X X 231172 0 31821 DIANE VIERA 40.00 X 145396 0 17654 JOHN ARSENEAULT 40.00 X 124616 0 16101 KIMBERLEA TRACY 40.00 X 106577 0 2465 231172 0 31821 4 0 1 0 0 288915 223582 386814 1828836 67500 2728147 ADMISSIONS 713990 423892 423892 LICENSE AND ROYALTY 713990 21526 21526 445418 1450429 1450429 445168 244810 186096 252211 259072 -7401 251671 278582 -26911 54832171 54627102 205069 205069 205069 249104 223582 249104 0 313433 107423 206010 206010 MISCELLANEOUS INCOME 713990 4363 4363 4363 5291107 1117916 -26911 1471955 355788 227704 92505 35579 4390964 2810963 1140905 439096 150197 96150 39027 15020 438119 280473 113834 43812 379512 242948 98613 37951 557868 334721 223147 804372 343467 314072 146833 165409 122526 26342 16541 116749 111115 -5634 11268 290965 249064 12805 29096 FACILITY IMPROVEMENTS & 914373 849371 -24411 89413 CONSULTING & CONTRACT L 735735 304687 394928 36120 GROUND IMPROVEMENT & MA 472420 434887 -9709 47242 COLLECTIONS & EXHIBITIO 461000 437918 -23018 46100 ADMINISTRATIVE EXPENSE 380076 193576 148492 38008 153577 219114 -106213 40676 10767124 7258684 2435685 1072755 86129 348612 39977 30894 1808345 899688 126889 112397 161638 239277 172517 130886 5923165 1471082 4447782 4452083 73068711 99517554 11042433 12929183 53003 60660 91007424 118721234 452001 903520 1855000 1855000 1057682 976888 1215700 820760 4580383 4556168 X 28051322 37574760 33247716 49536173 25128003 27054133 86427041 114165066 91007424 118721234 X 0 1 1 X 0 X 1848192 7218667 2852032 2932656 2728147 17579694 1848192 7218667 2852032 2932656 2728147 17579694 17579694 1972316 3343835 5646436 3781455 2161933 16905975 192759 25514 7593 4363 230229 34715898 4077068 0.50640 0.50140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 75 734.49 73 5 5 1 2000.00 88495 1 X X X X 0 61267197 5000 25899037 4899402 82271832 89933131 366907 -24118757 -4914084 61267197 0 0 3358335 321840 3036495 371164 80901 290263 987962 693539 294423 1205704 374802 830902 4452083 HISTORIC PROPERTIES 4314332 C BENEFICIAL INTEREST IN PERPETUAL TRUSTS 8614851 F 12929183 REFUNDABLE DEPOSITS 245040 REFUNDABLE ADVANCES 575720 820760 5291107 10767124 -5476017 31327292 1886750 33214042 27738025 38742115 31327292 2681584 34008876 4733239 557868 557868 5291107 11004090 794834 794834 10209256 557868 557868 10767124 Part II, Line 9: Description of How Organization Reports Conservation Easements: 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. 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. 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. Part XI, Line 8 - Other Adjustments: UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST: 1886750. Part XII, Line 2d - Other Adjustments: COST OF GOODS SOLD: 107423. RENTAL EXPENSE: 438307. UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST: 1886750. FUNDRAISING EXPENSES: 249104. Part XIII, Line 2d - Other Adjustments: COST OF GOOD SOLD: 107423. RENTAL EXPENSE: 438307. FUNDRAISING EXPENSES: 249104. X X X X X MA NH CT ME 2010 GALA 472686 223582 249104 249104 472686 223582 249104 249104 249104 0 X X X X 0 0 0 0 0 0 0 0 0 CARL R NOLD 231172 0 0 0 0 0 0 0 0 0 231172 0 0 0 X 12 67500 SOLD @ FMV UPON RECEIPT X LABOR 5 X MISCELLANEOUS 30 0 1 0 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. Form 990, Part VI, Section B, line 12c 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 15a 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 C, line 18 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 19 UPON REQUEST THERE HAS BEEN NO CHANGE IN PROCEDURE FROM PRIOR YEAR.