2018-02-21T07:03:58-06:00 2017-06-30 043191789 THE MP GROUP PC ONE MONARCH PLACE STE 900 SPRINGFIELD MA 011444011 990 2016-07-01 042262880 HISTORIC DEERFIELD INC HIST 4137745581 PO BOX 321 DEERFIELD MA 01342 DEBORAH KALLMAN ASSISTANT TREASURER 4137745581 2018-02-08 1 ELIZABETH DESOUSA P01397406 4137391800 70.88.213.177 2018-02-08 16:43:04 ES P 51BF3A6522326C8D4533D1055AFB35510F9593DC 51BF3A6522326C8D4533D1055AFB35510F9593DC 2016 2021-01-29 14:40:06Z PHILIP ZEA 84B OLD MAIN ST DEERFIELD MA 01342 15831194 0 X WWW.HISTORIC-DEERFIELD.ORG X 1952 MA HISTORIC DEERFIELD, INC. IS DEDICATED TO THE HERITAGE AND PRESERVATION OF DEERFIELD, MASSACHUSETTS AND THE CONNECTICUT RIVER VALLEY. ITS MUSEUMS AND PROGRAMS PROVIDE TODAY'S AUDIENCES WITH EXPERIENCES THAT CREATE AN UNDERSTANDING AND APPRECIATION OF NEW ENGLAND'S HISTORIC VILLAGES AND COUNTRYSIDE. 19 19 234 0 145014 -54440 3043874 872914 305201 281344 -624671 1568332 2270567 2273197 4994971 4995787 4000 6300 0 0 3943610 4063317 0 0 376651 2839945 2778061 6787555 6847678 -1792584 -1851891 62454138 64735883 1330408 1150778 61123730 63585105 X 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. 0 0 2404776 281344 MUSEUM INCLUDING LIBRARY AND EDUCATIONAL PROGRAMS 118367 6300 FELLOWSHIP PROGRAM 3107900 2907483 MUSEUM STORE AND INN 5631043 1 1 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 49 0 234 1 1 1 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X DEBORAH B KALLMAN 4137757167 C/O HISTORIC DEERFIELD 84B OLD MAIN DEERFIELD MA 01342 JOSEPH P GROMACKI CHAIR 2.00 X 0 0 0 ANNE K GROVES VICE CHAIR 2.00 X 0 0 0 ANN W LORD TREASURER 2.00 X 0 0 0 LYNDA MCCURDY HOTRA SECRETARY 2.00 X 0 0 0 JOSEPH PETER SPANG TRUSTEE 2.00 X 0 0 0 WESLEY C FREDERICKS JR TRUSTEE 2.00 X 0 0 0 COLIN G CALLOWAY TRUSTEE 2.00 X 0 0 0 GERALD C MINGIN TRUSTEE 2.00 X 0 0 0 LARRY C CALDWELL TRUSTEE 2.00 X 0 0 0 BARBARA A JAMES TRUSTEE 2.00 X 0 0 0 CHARLES D SCHEWE TRUSTEE 2.00 X 0 0 0 ANTHONY BERNER TRUSTEE 2.00 X 0 0 0 LINDSAY W ORMSBY TRUSTEE 2.00 X 0 0 0 PAUL C PETERS TRUSTEE 2.00 X 0 0 0 STEVEN H MILLER TRUSTEE 2.00 X 0 0 0 NANCY J BARNARD TRUSTEE 2.00 X 0 0 0 FRASER BENNETT BEEDE TRUSTEE 2.00 X 0 0 0 MARY SPIVY DANGREMOND TRUSTEE 2.00 X 0 0 0 ELLEN M SNYDER-GRENIER TRUSTEE 2.00 X 0 0 0 PHILIP ZEA PRESIDENT 40.00 X 190008 0 11000 SUSAN MARTINELLI ASSISTANT TREASURER 40.00 X 93945 0 0 BETSY MCKEE ASSISTANT SECRETARY 24.00 X 15039 0 0 DEBORAH KALLMAN ASSISTANT TREASURER 40.00 X 13013 0 0 312005 0 11000 1 0 1 0 NEUBERGER BERMAN 605 THIRD AVENUE NEW YORK NY 10158 INVESTMENT MANAGERS 235435 1 872914 187140 872914 MUSEUM ADMISSION/RELATED INCOME 900099 271968 271968 ACADEMIC AND FELLOWSHIP INCOME 900099 9376 9376 281344 1282690 1282690 160177 119664 40513 40513 40513 10284178 41464 10000000 40000 284178 1464 285642 285642 2907483 675743 2231740 2086726 145014 MISCELLANEOUS 900099 590 590 SAVINGS ACCT INTEREST 900099 354 354 944 4995787 2654656 145014 1323203 6300 6300 305577 194609 55484 55484 2962731 2666692 120829 175210 63965 52318 7367 4280 418623 382686 21260 14677 312421 266001 29781 16639 20352 20352 83450 83450 235435 235435 105044 103041 2003 280902 275924 2697 2281 423571 373320 15934 34317 62970 48414 11653 2903 367453 366589 864 76747 43462 25087 8198 119171 37864 71823 9484 68893 68893 566586 538027 22253 6306 125929 61139 19933 44857 EQUIPMENT RENTAL AND MA 45526 44990 536 CONSERVATION 43922 43922 FELLOWSHIP 21328 21328 130782 104417 24886 1479 6847678 5631043 839984 376651 248462 85433 22533 53225 31366 30001 429288 443211 60066 59706 23058126 11920338 11083235 11137788 28432201 28759112 22146987 24167407 62454138 64735883 410130 340193 236733 238007 683545 572578 1330408 1150778 X 15344357 14983858 24496502 27202963 21282871 21398284 61123730 63585105 62454138 64735883 X -1851891 2306570 187140 1819556 X 0 1 X 1 0 X 3060912 1120477 911501 3043874 872914 9009678 3060912 1120477 911501 3043874 872914 9009678 3459081 5550597 1300835 1244263 1224033 1325572 1282690 6377393 15387071 0.36070 0.34890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 7 116.00 5 1 1 5.00 X X X X X EDUCATIONAL PROGRAMS 0 31341402 227478 3634286 3553350 31649816 32231376 5588709 -2772622 3706061 31341402 36642344 200239 -1546034 3065173 32231376 31474644 2256674 5406878 2495852 36642344 29444346 34042 4921283 2925027 31474644 0.24000 0.67000 0.09000 0 0 533562 533562 18170928 9616137 8554791 394553 208844 185709 3301998 1747522 1554476 657085 347835 309250 11137788 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 207645 OTHER ASSETS 28316 BEQUEST RECEIVABLE 23931446 24167407 10069888 2306570 187140 2020419 4514129 5555759 235435 -795407 -559972 4995787 7407650 795407 795407 6612243 235435 235435 6847678 PART II, LINE 3: ALL SEVEN OF THE CONVERSATION 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, HANDLING OF VIOLATIONS, AND ENFORCING CONSERVATION EASEMENTS DURING THE YEAR ARE REPORTED AS EXPENSES IN THE YEAR INCURRED ON THE ORGANIZATION'S REVENUE AND EXPENSE STATEMENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF TRUSTS 2,020,419. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE -119,664. COST OF GOODS SOLD -675,743. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 675,743. RENT 119,664. SCHEDULE D PART II, QUESTION 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, HANDLING OF VIOLATIONS, AND ENFORCING CONSERVATION EASEMENTS DURING THE YEAR ARE REPORTED AS EXPENSES IN THE YEAR INCLUDED ON THE ORGANIZATION'S REVENUE AND EXPENSE STATEMENT. SCHEDULE D PART III, QUESTION 4 IN ACCORDANCE WITH THE PRACTICE USUALLY FOLLOWED BY MUSEUMS, THE ORGANIZATON 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 ARE 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. 0 FELLOWSHIP - STIPEND 5 6300 BOOK BOOK X 1 1 X X 0 1 0 0 0 0 0 0 0 PHILIP ZEA PRESIDENT 190008 0 0 0 0 0 0 0 11000 0 201008 0 0 0 PART I, LINE 1A THE CEO IS FURNISHED HOUSING ON THE PREMISES OF THE ORGANIZATION. PART I, LINE 1B THE CEO RESIDES ON THE ORGANIZATION'S PREMISES FOR THE CONVENIENCE OF THE ORGANIZATION. PART I, LINE 4B VICE PRESIDENT OF BUSINESS AFFAIRS/ASSISTANT TREASURER, $12,000, SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. X 2140 APPRAISAL X 185000 APPRAISAL 0 0 0 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 TRUSTEES AND EMPLOYEES ARE REQUIRED TO SUBMIT SIGNED CONFILCT OF INTEREST FORMS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES ANALYZES COMPARABLE COMPENSATION DATA. FORM 990, PART VI, SECTION C, LINE 19 HISTORIC DEERFIELD PROVIDES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC AT THEIR WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF TRUSTS 2,020,419. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS NOT CAPITALIZED -300,048. CHANGE IN NET ASSETS RELATED TO DEACCESSIONS 99,185.