2017-02-15T00:00:00-06:00 2016-06-30 043191789 MORIARTY & PRIMACK PC ONE MONARCH PLACE STE 900 SPRINGFIELD MA 011444011 990 2015-07-01 042262880 HISTORIC DEERFIELD INC HIST 4137745581 PO BOX 321 DEERFIELD MA 01342 DEBORAH KALLMAN ASSISTANT TREASURER 4137745581 2017-02-16 1 ROBERT SUPRENANT P01046605 4137391800 2015 2021-01-29 14:40:06Z PHILIP ZEA 84B OLD MAIN ST DEERFIELD MA 01342 25748497 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 19 225 110 134509 -45188 911501 3043874 254208 305201 2813014 -624671 2061814 2270567 6040537 4994971 1000 4000 21958 0 3705712 3943610 0 0 411480 3614318 2839945 7342988 6787555 -1302451 -1792584 67011430 62454138 1622492 1330408 65388938 61123730 X HISTORIC DEERFIELD, INC. IS A MUSEUM OF EARLY AMERICAN HISTORY, ARCHITECTURE, AND THE DECORTAIVE 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 2877413 305201 MUSEUM INCLUDING LIBRARY AND EDUCATIONAL PROGRAMSVISITORS 19,952VOLUMES 23,925 68299 4000 FELLOWSHIP PROGRAM 2317456 2907764 MUSEUM STORE AND INNSTORE VISITORS: 19,175 5263168 1 1 0 0 0 0 1 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 61 0 225 1 1 1 0 0 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 PHILIP ZEA PRESIDENT 40.00 X 190304 0 27500 SUSAN MARTINELLI ASSISTANT TREASURER 40.00 X 86579 0 7427 ANNE K GROVES CHAIR 2.00 X 0 0 0 JOSEPH P GROMACKI 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 BETSY MCKEE ASSISTANT SECRETARY 0.00 X 0 0 0 JOSEPH PETER SPANG TRUSTEE 2.00 X 0 0 0 JOHN P DEMOS 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 276883 0 34927 1 0 1 0 NEUBERGER BERMAN 605 THIRD AVENUE NEW YORK NY 10158 INVESTMENT MANAGERS 212987 1 3043874 8720 3043874 MUSEUM ADMISSION/RELATED INCOME 900099 296256 296256 ACADEMIC AND FELLOWSHIP INCOME 900099 8945 8945 305201 1325572 1325572 142139 127046 15093 15093 15093 18000000 19950243 -1950243 -1950243 -1950243 2907764 676237 2231527 2097018 134509 MISCELLANEOUS 900099 23947 23947 23947 4994971 2402219 134509 -585631 4000 4000 333905 94637 182393 56875 2812257 2445045 212786 154426 66372 47507 14648 4217 430006 359931 51002 19073 301070 254762 33720 12588 2324 2324 74150 74150 212987 212987 131036 125708 4987 341 263071 241499 21572 431490 365188 19968 46334 66476 51252 5336 9888 429970 333318 96652 139779 52172 27483 60124 67896 45132 12646 10118 113761 113761 559191 530298 19917 8976 121085 95869 18428 6788 CONSERVATION 52765 52765 EQUIPMENT RENTAL AND MA 36723 36723 FELLOWSHIP 23058 23058 114183 104304 9719 160 6787555 5263168 1112907 411480 395139 248462 30565 22533 13822 31366 410179 429288 79632 60066 22409674 11326439 11370970 11083235 28809943 28432201 25901180 22146987 67011430 62454138 577973 410130 310224 236733 734295 683545 1622492 1330408 X 25530470 33103055 28232778 24496502 11625690 3524173 65388938 61123730 67011430 62454138 X -1792584 -1934629 -537995 X 0 1 X 1 0 X 739727 3060912 1120477 911501 3043874 8876491 739727 3060912 1120477 911501 3043874 8876491 3505731 5370760 1422954 1300835 1244263 1224033 1325572 6517657 15394148 0.34890 0.34000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X X 7 116.00 5 0 0 1 1 5.00 0 X X X X X EDUCATIONAL PROGRAMS 0 32231376 5588709 -2772622 3706061 31341402 36642344 200239 -1546034 3065173 32231376 31474644 2256674 5406878 2495852 36642344 29444346 34042 4921283 2925027 31474644 32952666 72632 16216 3597168 29444346 0.25000 0.68000 0.07000 0 0 348562 348562 17880096 9174416 8705680 339753 226529 113224 3194501 1585701 1608800 646762 339793 306969 11083235 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 22118671 OTHER ASSETS 28316 22146987 2693176 -1934629 -957462 -2892091 5585267 212987 -803283 -590296 4994971 7377851 803283 803283 6574568 212987 212987 6787555 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 -957,462. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE -127,046. COST OF GOODS SOLD -676,237. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 676,237. RENT 127,046. 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. X 0 0 X X 0 0 0 0 0 0 0 0 0 PHILIP ZEA PRESIDENT 190304 0 0 0 0 0 27500 0 0 0 217804 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. X 8720 APPRAISAL 0 0 0 FORM 990, PART I, LINE 1 OUR MEANS TO THIS END ARE TO STRUCTURE LEARNING THAT IS BOTH ENTERTAINING AND INFORMATIVE, TO INCREASE VISIBILITY AND VISITATION, TO MAINTAIN THE REPUTATION OF THE MUSEUM AND THE DEERFIELD INN, TO DEVELOP OUR COHORTS IN DEERFIELD AND AROUND THE COUNTRY, AND TO DEVISE EFFICIENT OPERATIONS THAT UPGRADE VISITOR SERVICES, ORIENTATION AND A BETTER SENSE OF ARRIVAL AND MEASURE SUCCESS. TO THIS END HISTORIC DEERFIELD MAINTAINS AND OPERATES THE BUILDINGS AS EXHIBITION AREAS OPEN TO THE PUBLIC; IT CONDUCTS A BROAD RANGE OF EDUCATIONAL PROGRAMS; IT REFINES AND ADDS TO ITS COLLECTIONS; AND IT PROMOTES CONTINUING RESEARCH IN ITS MUSEUM AND LIBRARY COLLECTIONS AND IN THE HISTORY OF THE CONNECTICUT RIVER VALLEY. FORM 990, PART VI, SECTION B, LINE 11 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 -957,462. CHANGE IN NET ASSETS RELATED TO COLLECTION ITEMS NOT CAPITALIZED -191,466. TRANSFER OF ASSETS FROM DEERFIELD HERITAGE 610,933. DEERFIELD HERITAGE INC MAIN STREET BRATTLEBORO VT 05302 208087235 PUBLIC FUNDRAISING ACTIVITIES VT 501 C 3 HISTORIC DEERFIELD INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 DEERFIELD HERITAGE INC S 720343 MARKET VALUE OF ASSETS TRANSFERED