HISTORIC DEERFIELD INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HISTORIC DEERFIELD INC (EIN 04-2262880)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202411359349307181
- Schema version
- 2022v5.0
- 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) |
|---|---|---|
| Return | 2024-05-14T14:08:57-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042262880 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HISTORIC DEERFIELD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIST | BusinessNameControlTxt |
| Phone | 4137745581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 321 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA SMIAROWSKI | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4137745581 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAURA | PersonFirstNm |
| Person Last | SMIAROWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN TOSCANO | PreparerPersonNm |
| PTIN | P00358542 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN DAVIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 321 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,095,334 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HISTORIC-DEERFIELD.ORG/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | HISTORIC DEERFIELD, INC. IS A MUSEUM OF EARLY AMERICAN HISTORY, ARCHITECTURE, AND THE DECORATIVE ARTS THAT RECOGNIZES A PARTICULAR RESPONSIBILITY FOR PRESERVING AND INTERPRETING THE BUILDINGS ENTRUSTED TO IT, THEIR UNIQUE SETTING IN THE TOWN OF DEERFIELD, AND THE UNDERSTANDING OF THEMSELVES, THEIR COMMUNITIES, AND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 232 | TotalEmployeeCnt |
| Total Volunteers | 134 | TotalVolunteersCnt |
| Total Gross UBI | $445,998 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,468,855 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,576,418 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,107,418 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,689,532 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,355,046 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,414,065 | CYInvestmentIncomeAmt |
| PY Other Revenue | $208,106 | PYOtherRevenueAmt |
| CY Other Revenue | $200,458 | CYOtherRevenueAmt |
| PY Total Revenue | $10,139,425 | PYTotalRevenueAmt |
| CY Total Revenue | $8,880,473 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,053 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,820 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,287,955 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,900,583 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $349,102 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,781,885 | PYOtherExpensesAmt |
| CY Other Expenses | $4,204,055 | CYOtherExpensesAmt |
| PY Total Expenses | $8,074,893 | PYTotalExpensesAmt |
| CY Total Expenses | $9,110,458 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,064,532 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$229,985 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,326,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,346,362 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,295,997 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,335,179 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,030,081 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $70,011,183 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HISTORIC DEERFIELD, INC. IS A MUSEUM OF EARLY AMERICAN HISTORY, ARCHITECTURE, AND THE DECORATIVE ARTS THAT RECOGNIZES A PARTICULAR RESPONSIBILITY FOR PRESERVING AND INTERPRETING THE BUILDINGS ENTRUSTED TO IT, THEIR UNIQUE SETTING IN THE TOWN OF DEERFIELD, AND THE COLLECTIONS IN THOSE BUILDINGS. THE GOAL OF HISTORIC DEERFIELD IS TO PROVIDE THE TRAVELING PUBLIC, STUDENTS AND FAMILIES WITH A DAY-LONG EXPERIENCE IN A PLACE DEFINED BY AUTHENTICITY, HUMAN SCALE, PROFOUND HISTORIC PRESERVATION AND BEAUTY THAT DELIVERS AN UNDERSTANDING OF EARLY NEW ENGLAND LIFE WITH A MEMORABLE RECREATIONAL EVENT OF THE BEST POSSIBLE KIND. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,091,608 | ExpenseAmt |
| Grant | $3,200 | GrantAmt |
| Revenue | $216,837 | RevenueAmt |
| Desc | HISTORIC DEERFIELD IS A UNIQUE MUSEUM WHICH MAINTAINS 55 BUILDINGS (12 OF WHICH ARE OPEN TO THE PUBLIC) AND FOCUSES ON THE SIGNIFICANCE OF SMALL-TOWN AMERICA TO OUR NATIONAL CULTURE. HISTORIC DEERFIELD OFFERS A BROAD RANGE OF PROGRAMMING RELATED TO THE CORE AREAS OF ITS MISSION: HISTORIC PRESERVATION, MATERIAL CULTURE STUDIES, AND NATURAL HISTORY. THE MUSEUM OFFERS A WIDE RANGE OF PUBLIC PROGRAMMING INCLUDING SUMMER EVENING STROLLS (WALKING TOURS) THAT HIGHLIGHT DEERFIELD ARCHITECTURE, BURYING GROUNDS, AND HISTORY. IN ADDITION, LECTURES ARE GIVEN ON A VARIETY OF HISTORICALLY RELEVANT TOPICS. IN ADDITION TO PUBLIC PROGRAMS, HISTORIC DEERFIELD ALSO OFFERS NUMEROUS DEMONSTRATIONS OF HISTORIC TRADES SUCH AS BROOM MAKING, COOPERING, FURNITURE MAKING, AND ARCHITECTURAL WOODWORKING. THIS PAST YEAR, THE MUSEUM ADDED 158 OBJECTS TO THE COLLECTION OF APPROXIMATELY 32,000 ARTIFACTS AND WELCOMED OVER 12,000 VISITORS AND APPROXIMATELY 2,200 PROGRAM PARTICIPANTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $985,047 | ExpenseAmt |
| Grant | $2,620 | GrantAmt |
| Revenue | $20 | RevenueAmt |
| Desc | HISTORIC DEERFIELD'S PUBLIC HISTORIAN DEVELOPS AND OVERSEES THE ANNUAL LECTURE SERIES IN HISTORY AND COLLABORATES TO CREATE PROGRAMS FOR GENERAL AND ACADEMIC AUDIENCES. ACADEMIC PROGRAMS FOCUS ON THE INTERDISCIPLINARY USE OF HISTORY AND RELATED FIELDS WITH A COMMITMENT TO INCREASING ATTENDANCE, EXPANDING MUSEUM AUDIENCES, AND FOSTERING HISTORIC DEERFIELD'S AFFILIATION WITH FIVE COLLEGES, INC. AS WELL AS OTHER COLLEGE FACULTY MEMBERS AND MUSEUM STAFF AT OTHER INSTITUTIONS. THE PUBLIC HISTORIAN TEACHES A COURSE IN MATERIAL CULTURE FOR UNDERGRADUATE AND GRADUATE STUDENTS IN THE FIVE COLLEGES OFFERED THROUGH SMITH COLLEGE AND DIRECTS HISTORIC DEERFIELD'S SUMMER FELLOWSHIP PROGRAM. THE SUMMER FELLOWSHIP PROGRAM WAS ESTABLISHED IN 1956. THIS NINE-WEEK RESIDENTIAL PROGRAM IS DESIGNED FOR UNDERGRADUATE STUDENTS, RISING SENIORS, AND GRADUATING SENIORS. SEVEN FELLOWS COMPLETED THE PROGRAM THIS FISCAL YEAR AND OVER 460 HAVE COMPLETED THE PROGRAM SINCE ITS INCEPTION. APPROXIMATELY 75% OF SUMMER FELLOWS PURSUE CAREERS IN THE MUSEUM OR MATERIAL CULTURE FIELDS. THE LIBRARY ADDED 180 ITEMS TO ITS COLLECTION OF OVER 25,000 ITEMS DURING FISCAL YEAR 2023. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,836,025 | ExpenseAmt |
| Revenue | $3,361,199 | RevenueAmt |
| Desc | THE DEERFIELD INN WAS PURCHASED IN 1945 BY HENRY AND HELEN GEIER FLYNT, THE FOUNDERS OF WHAT IS NOW KNOWN AS HISTORIC DEERFIELD, INC. THEY ENVISIONED HISTORIC DEERFIELD AS A QUINTESSENTIAL RURAL NEW ENGLAND VILLAGE WITH AUTHENTIC HISTORIC BUILDINGS DATING BACK TO 1714. HISTORIC DEERFIELD IS A DESTINATION; IT IS MORE THAN SIMPLY TOURING A HOUSE OR ATTENDING A LECTURE. RATHER, IT IS AN EXPERIENCE THAT ENCOMPASSES WALKS ALONG OLD MAIN STREET, RECREATION, LEARNING, MEALS, AND PERHAPS AN OVERNIGHT STAY. IN ADDITION TO THE STORIES, WE TELL OF THE PEOPLE WHO LIVED HERE, A RANGE OF OTHER EDUCATIONAL OPPORTUNITIES EXISTS AS EDUCATION HAS ALWAYS BEEN AND REMAINS A STRONG COMPONENT OF HISTORIC DEERFIELD'S MISSION. THE DEERFIELD INN SUPPORTS THESE MUSEUM ACTIVITIES AS IT CATERS FOR EVENTS AND MEALS, HOUSES AND FEEDS SPEAKERS, PROGRAM PARTICIPANTS, AND VISITORS. IT IS ALSO AN IMPORTANT BACKDROP FOR DEVELOPMENT ACTIVITIES. THIS PAST YEAR, THE INN WELCOMED OVER 5,100 GUESTS AND CHAMPNEYS RESTAURANT SERVED OVER 48,000 GUESTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,912,680 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 65 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 232 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAURA SMIAROWSKI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4137745581 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 321 | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01342 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| JOHN H DAVIS | |||||||
| CEO/PRESIDENT | 40.00 | Yes (X) | $229,070 | $0 | $65,371 | ||
| LAURA SMIAROWSKI | |||||||
| CFO & ASST. TREASURER | 40.00 | Yes (X) | $98,204 | $0 | $29,216 | ||
| BETSY MCKEE | |||||||
| ASSISTANT SECRETARY | 24.00 | Yes (X) | $18,918 | $0 | $0 | ||
| ANNE DIGAN LANNING | |||||||
| SENIOR VICE PRESDENT | 40.00 | $129,356 | $0 | $15,093 | Yes (X) | ||
| LAURIE MCDONALD | |||||||
| INNKEEPER | 40.00 | $100,982 | $0 | $22,899 | Yes (X) | ||
| JOSEPH GROMACKI | |||||||
| CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANNE GROVES | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| FRASER B BEEDE | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LYNDA MCCURDY HOTRA | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LYNN H BALL | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| NANCY J BARNARD | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ANTHONY BERNER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LAWRENCE C CALDWELL | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| COURNEY MARSH CHAPIN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| DEBORAH DEARBORN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| TANIA G EVANS | |||||||
| OUTGOING TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SUZANNE L FLYNT | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WESLEY C FREDERICKS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| J RITCHIE GARRISON | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| HEIDI HOLLOMON | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| BARBARA A JAMES | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ELISE LANGAN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ANN W LORD | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LISA MCCARTHY | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JAMES D MELTZER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| GERALD C MINGIN | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LINDSAY W ORMSBY | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| PAUL C PETERS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CHARLES D SCHEWE | |||||||
| OUTGOING TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ELLEN M SNYDER-GRENIER | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SARAH E THOMAS | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM P VEILLETTE | |||||||
| TRUSTEE | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $576,530 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $132,579 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOGAN TECHNOLOGY INC | |||||
| 81 EAST STREET | EASTHAMPTON | MA | 01027 | INFORMATION TECHNOLOGY SERVICES | $200,245 |
| OVERIT MEDIA INC | |||||
| 435 NEW SCOTLAND AVENUE | ALBANY | NY | 122082726 | MARKETING CONSULTANT | $143,738 |
| CLIFTONLARSONALLEN LLP | |||||
| PO BOX 829709 | PHILADELPHIA | PA | 191829709 | AUDIT/TAX SERVICES | $115,730 |
| TEAGNO CONSTRUCTION INC | |||||
| 228 TRIANGLE STREET | AMHERST | MA | 01002 | CONSTRUCTION SERVICES | $101,221 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $210,469 | MembershipDuesAmt |
| Government Grants | $836,742 | GovernmentGrantsAmt |
| All Other Contributions | $2,529,207 | AllOtherContributionsAmt |
| Noncash Contributions | $25,242 | NoncashContributionsAmt |
| Total Contributions | $3,576,418 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| DEERFIELD INN | 721110 | $3,562,289 | $3,361,199 | $201,090 |
| MUSEUM ADMISSION | 900099 | $127,223 | $127,223 | |
| ACADEMIC AND FELLOWSHIP INCOME | 900099 | $20 | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,689,532 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,750,833 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $244,908 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,505,925 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $284,647 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $173,803 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $110,844 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,844 | TotalRevenueColumnAmt |
| Exclusion | $110,844 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,615,033 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,951,022 | SecuritiesAmt |
| Other | $779 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$335,989 | SecuritiesAmt |
| Other | -$779 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$336,768 | TotalRevenueColumnAmt |
| Exclusion | -$336,768 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $177,829 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $89,257 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,572 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $88,572 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,042 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,042 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,880,473 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,578,056 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $445,998 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,280,001 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,200 | TotalAmt |
| Program Services | $3,200 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620 | TotalAmt |
| Program Services | $2,620 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,080 | TotalAmt |
| Program Services | $69,181 | ProgramServicesAmt |
| Management And General | $369,899 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,704,496 | TotalAmt |
| Program Services | $2,982,797 | ProgramServicesAmt |
| Management And General | $517,913 | ManagementAndGeneralAmt |
| Fundraising | $203,786 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,365 | TotalAmt |
| Program Services | $55,740 | ProgramServicesAmt |
| Management And General | $128 | ManagementAndGeneralAmt |
| Fundraising | $2,497 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,326 | TotalAmt |
| Program Services | $248,570 | ProgramServicesAmt |
| Management And General | $26,341 | ManagementAndGeneralAmt |
| Fundraising | $17,415 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,316 | TotalAmt |
| Program Services | $341,171 | ProgramServicesAmt |
| Management And General | $48,663 | ManagementAndGeneralAmt |
| Fundraising | $16,482 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,265 | TotalAmt |
| Management And General | $14,265 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,687 | TotalAmt |
| Management And General | $77,687 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,237 | TotalAmt |
| Management And General | $209,237 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $642,413 | TotalAmt |
| Program Services | $454,147 | ProgramServicesAmt |
| Management And General | $172,040 | ManagementAndGeneralAmt |
| Fundraising | $16,226 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,746 | TotalAmt |
| Program Services | $229,921 | ProgramServicesAmt |
| Management And General | $27,648 | ManagementAndGeneralAmt |
| Fundraising | $177 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,302 | TotalAmt |
| Program Services | $289,141 | ProgramServicesAmt |
| Management And General | $56,405 | ManagementAndGeneralAmt |
| Fundraising | $24,756 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,483 | TotalAmt |
| Program Services | $56,387 | ProgramServicesAmt |
| Management And General | $91,251 | ManagementAndGeneralAmt |
| Fundraising | $38,845 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,355 | TotalAmt |
| Program Services | $399,694 | ProgramServicesAmt |
| Management And General | $16,661 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,328 | TotalAmt |
| Program Services | $43,768 | ProgramServicesAmt |
| Management And General | $19,929 | ManagementAndGeneralAmt |
| Fundraising | $9,631 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,612 | TotalAmt |
| Program Services | $12,404 | ProgramServicesAmt |
| Management And General | $26,728 | ManagementAndGeneralAmt |
| Fundraising | $13,480 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,855 | TotalAmt |
| Management And General | $98,855 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,982 | TotalAmt |
| Program Services | $528,121 | ProgramServicesAmt |
| Management And General | $54,760 | ManagementAndGeneralAmt |
| Fundraising | $1,101 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,112 | TotalAmt |
| Program Services | $155,786 | ProgramServicesAmt |
| Management And General | $18,326 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DEERFIELD INN COGS | $724,988 | $724,988 | ||
| PROCESSING AND OTHER EX | $188,364 | $182,155 | $1,940 | $4,269 |
| CONSERVATION | $65,804 | $65,804 | ||
| EQUIPMENT RENTAL & MAIN | $38,624 | $38,624 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,898 | TotalAmt |
| Program Services | $28,461 | ProgramServicesAmt |
| Fundraising | $437 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,110,458 | TotalAmt |
| Program Services | $6,912,680 | ProgramServicesAmt |
| Management And General | $1,848,676 | ManagementAndGeneralAmt |
| Fundraising | $349,102 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,111 | BOYAmt |
| EOY | $530,812 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,267,486 | BOYAmt |
| EOY | $615,936 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,810 | BOYAmt |
| EOY | $31,267 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,416 | BOYAmt |
| EOY | $240,371 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,334 | BOYAmt |
| EOY | $50,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,344,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,418,226 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,190,465 | BOYAmt |
| EOY | $12,925,808 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,700,737 | BOYAmt |
| EOY | $48,189,621 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,266,111 | BOYAmt |
| EOY | $9,598,741 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,608 | BOYAmt |
| EOY | $163,164 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,326,078 | BOYAmt |
| EOY | $72,346,362 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,053,162 | BOYAmt |
| EOY | $1,069,937 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,995 | BOYAmt |
| EOY | $54,870 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,062,704 | BOYAmt |
| EOY | $963,273 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $247,099 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,136 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,295,997 | BOYAmt |
| EOY | $2,335,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,228,534 | BOYAmt |
| EOY | $31,942,619 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,801,547 | BOYAmt |
| EOY | $38,068,564 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,030,081 | BOYAmt |
| EOY | $70,011,183 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,326,078 | BOYAmt |
| EOY | $72,346,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$229,985 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,579,855 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $631,232 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,916,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,724,856 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,111,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,468,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,576,418 | CurrentTaxYearAmt |
| Total | $12,797,815 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,656,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,950,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,672,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,112,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,667,313 | CurrentTaxYearAmt |
| Total | $13,058,078 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,572,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,674,969 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,783,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,580,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,243,731 | CurrentTaxYearAmt |
| Total | $25,855,893 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $25,855,893 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,829,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,255,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,094,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,244,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,790,572 | CurrentTaxYearAmt |
| Total | $12,214,881 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,829,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,255,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,094,741 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,244,743 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,790,572 | CurrentTaxYearAmt |
| Total | $12,214,881 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $204,463 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $445,998 | CurrentTaxYearAmt |
| Total | $842,591 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $6,740 | CurrentTaxYearMinus1YearAmt |
| Total | $6,740 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,594,116 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,930,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,878,534 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,036,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,480,301 | CurrentTaxYearAmt |
| Total | $38,920,105 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.66430 | PublicSupportCY509Pct |
| Public Support PY509 | 0.65360 | PublicSupportPY509Pct |
| Investment Income CY | 0.31380 | InvestmentIncomeCYPct |
| Investment Income PY | 0.34180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2021 AMOUNT: $ 6,740. |
| FORM 990, SCHEDULE A, PART III: | CERTAIN PREVIOUSLY REPORTED AMOUNTS FOR 2018-2021 HAVE BEEN UPDATED TO BE MORE ACCURATELY REPORTED WITH THE FILING OF THE 2022 RETURN. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 7 | TotalEasementsCnt |
| Total Acreage | 116.00 | TotalAcreageCnt |
| Historic Structure Easements | 5 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 5.00 | StaffHoursSpentEnforcementCnt |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATIONAL PROGRAMS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,963,303 | BeginningYearBalanceAmt |
| Contributions | $150,609 | ContributionsAmt |
| Investment Earnings Or Losses | $5,473,035 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,350,097 | OtherExpendituresAmt |
| End Year Balance | $52,236,850 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,166,679 | BeginningYearBalanceAmt |
| Contributions | $427,991 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,891,780 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,739,587 | OtherExpendituresAmt |
| End Year Balance | $48,963,303 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,119,367 | BeginningYearBalanceAmt |
| Contributions | $757,236 | ContributionsAmt |
| Investment Earnings Or Losses | $15,221,869 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,931,793 | OtherExpendituresAmt |
| End Year Balance | $57,166,679 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,548,132 | BeginningYearBalanceAmt |
| Contributions | $193,957 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,093,681 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,529,041 | OtherExpendituresAmt |
| End Year Balance | $44,119,367 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,556,690 | BeginningYearBalanceAmt |
| Contributions | $2,783,194 | ContributionsAmt |
| Investment Earnings Or Losses | $1,925,136 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,716,888 | OtherExpendituresAmt |
| End Year Balance | $48,548,132 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39659 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60341 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $533,562 | OtherCostOrOtherBasisAmt |
| Book Value | $533,562 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,167,677 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,625,540 | DepreciationAmt |
| Book Value | $11,542,137 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,158,856 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,579,886 | DepreciationAmt |
| Book Value | $578,970 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,483,939 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,212,800 | DepreciationAmt |
| Book Value | $271,139 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,925,808 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE EQUITIES | Desc |
| Book Value | $9,598,741 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,598,741 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $14,145,383 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,579,855 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $631,232 | OtherRevenueAmt |
| Revenue Not Reported | $5,211,087 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,934,296 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $209,237 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$263,060 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$53,823 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,880,473 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,164,281 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $263,060 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $263,060 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,901,221 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $209,237 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $209,237 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,110,458 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | ALL SEVEN OF THE CONSERVATION EASEMENTS HELD BY THE ORGANIZATION WERE ACQUIRED PRIOR TO 2006. THE VALUE OF CONSERVATION EASEMENTS IS INCLUDED IN THE BALANCE SHEET. EXPENSES ASSOCIATED WITH MONITORING, INSPECTING, HANDING OF VIOLATIONS, AND ENFORCING CONVERSATION EASEMENTS DURING THE YEAR ARE REPORTED AS EXPENSES IN THE YEAR INCURRED ON THE ORGANIZATION'S STATEMENT OF ACTIVITIES. |
| PART III, LINE 4: | IN ACCORDANCE WITH THE PRACTICE USUALLY FOLLOWED BY MUSEUMS, THE ORGANIZATION DOES NOT CARRY ITS COLLECTIONS ON THE STATEMENT OF FINANCIAL POSITION. SINCE ITEMS ACQUIRED FOR COLLECTIONS BY PURCHASE ARE NOT CAPITALIZED, THE COST OF THOSE ACQUISITIONS IS REPORTED AS DECREASES IN NET ASSETS IN THE STATEMENT OF ACTIVITIES. THE PROCEEDS FROM ITEMS DISPOSED OF ARE REPORTED AS INCREASES IN THE APPROPRIATE CLASS OF NET ASSETS IN THE STATEMENT OF ACTIVITIES. CONTRIBUTED WORKS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS THAT ARE NOT ADDED TO THE COLLECTION ARE REPORTED AS ASSETS HELD FOR SALE ON THE STATEMENT OF FINANCIAL POSITION AT THEIR FAIR VALUES AT THE DATE OF THE GIFT. |
| PART V, LINE 4: | THE INTENT OF THE ENDOWMENT IS TO PROVIDE A REASONABLY PREDICTABLE STREAM OF INCOME THAT WILL BE USED TO SUPPORT THE MUSEUM'S OPERATING BUDGET. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PROVISION FOR UNCOLLECTIBLE PLEDGES -27,399. CHANGE IN VALUE OF TRUST 107,244. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS 551,387. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOOD SOLD -89,257. RENTAL EXPENSES -173,803. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 89,257. RENTAL EXPENSES 173,803. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $5,684,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $5,684,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,684,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| FORM 990, SCHEDULE F, PART I, LINE 3 | THE INVESTMENTS REPORTED IN PART I ARE PART OF THE ORGANIZATION'S ENDOWMENT PORTFOLIO. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN H DAVIS | PersonNm |
| Title | CEO/PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $229,070 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $28,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $36,871 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $294,441 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE CHIEF EXECUTIVE OFFICER RESIDES ON THE ORGANIZATION'S PREMISES FOR THE CONVENIENCE OF THE ORGANIZATION. |
| PART I, LINE 1B | HOUSING IS PROVIDED AT THE CONVENIENCE OF THE EMPLOYER, THEREFORE NOT REPORTABLE INCOME. |
| PART I, LINE 3 | THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES ESTABLISHES THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. COMPARABLE COMPENSATION DATA INFORMS THIS DECISION IN ADDITION TO CONSIDERATION OF RELEVANT EDUCATION AND EXPERIENCE. THE CEO ESTABLISHES THE COMPENSATION FOR OTHER KEY EMPLOYEES WITHIN THE ORGANIZATION USING SIMILAR CRITERIA. |
| PART I, LINE 7 | DISCRETIONARY BONUSES WERE PAID TO THE ORGANIZATION'S SENIOR VICE PRESIDENT AND THE INNKEEPER, AS APPROVED BY THE EXECUTIVE DIRECTOR. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 144 | ContributionCnt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,242 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED IN PART I BOLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION HAS NO COMMITTEES TO WHICH THE GOVERNING BODY HAS DELEGATED BROAD AUTHORITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FULL BOARD REVIEWS AND APPROVES THE 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE TRUSTEES ARE RESPONSIBLE FOR MONITORING THE COMPLETENESS AND ACCURACY OF SUCH DISCLOSURE STATEMENTS. IF CONFLICTS ARE IDENTIFIED, THE BOARD OF TRUSTEES ARE REQUIRED TO ANALYZE SUCH POTENTIAL CONFLICTS AND TAKE APPROPRIATE STEPS TO REMEDY IF NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES ESTABLISHES THE COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER. COMPARABLE COMPENSATION DATA INFORMS THIS DECISION IN ADDITION TO CONSIDERATION OF RELEVANT EDUCATION AND EXPERIENCE. THE CHIEF EXECUTIVE OFFICER ESTABLISHES THE COMPENSATION FOR OTHER KEY EMPLOYEES WITHIN THE ORGANIZATION USING SIMILAR CRITERIA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | HISTORIC DEERFIELD MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | PROVISION FOR UNCOLLECTIBLE PLEDGES -27,399. CHANGE IN VALUE OF TRUST 107,244. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS 551,387. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |