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← MASSACHUSETTS HISTORICAL SOCIETY

Form 990 for tax year 2023

Filed by MASSACHUSETTS HISTORICAL SOCIETY.

Totals

Total revenue
$7,150,440
Total expenses
$10,548,645
Contributions and grants received
$3,720,009
Grants paid
$148,063
Program service revenue
$42,834
Investment income
$3,447,410
Other revenue
-$59,813
Total assets, end of year
$150,496,088
Total liabilities, end of year
$2,351,268
Net assets or fund balances, end of year
$148,144,820
Program services expenses (Part IX)
$6,135,348
Management and general expenses
$3,341,940
Fundraising expenses
$1,071,357
Program service expenses (Part III)
$6,135,348

Program services were 58.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $393,614

  • 1e · Government grants (contributions)

    $348,613

  • 1f · All other contributions, gifts and grants

    $2,977,782

  • 1g · Noncash contributions included above

    $510,967

  • 2a · Program service revenue: SEMINARS, CONFERENCES, WORKSHOPS

    total $21,875 · related or exempt $21,875

  • 2b · Program service revenue: READING ROOM REVENUE

    total $16,770 · related or exempt $16,770

  • 2c · Program service revenue: SALE OF PUBLICATIONS

    total $4,189 · related or exempt $4,189

  • 3 · Investment income

    total $167,319 · excluded $167,319

  • 5 · Royalties

    total $32,741 · excluded $32,741

  • 6a · Gross rents

    real property $6,668

  • 6b · Less rental expenses

    real property $8,074

  • 6c · Rental income or loss

    real property -$1,406

  • 6d · Net rental income or loss

    total -$1,406 · excluded -$1,406

  • 7a · Gross sales of assets other than inventory

    securities $6,681,043

  • 7b · Less cost or other basis and sales expenses

    securities $3,400,952

  • 7c · Gain or loss

    securities $3,280,091

  • 7d · Net gain or loss

    total $3,280,091 · unrelated business $510,274 · excluded $2,769,817

  • 8a · Fundraising events: gross income

    $31,044

  • 8a · Fundraising events: contributions included on line 1c

    $393,614

  • 8b · Fundraising events: direct expenses

    $159,432

  • 8c · Net income from fundraising events

    total -$128,388 · excluded -$128,388

  • 11a · Other revenue: OTHER INCOME

    total $37,240 · excluded $37,240

  • 11e · Other revenue, total

    $37,240

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $148,063 · program services $148,063

  • 5 · Compensation of officers, directors and key employees

    total $346,259 · management and general $346,259

  • 7 · Other salaries and wages

    total $5,001,404 · program services $3,634,590 · management and general $779,684 · fundraising $587,130

  • 8 · Pension plan contributions

    total $157,262 · program services $117,503 · management and general $21,074 · fundraising $18,685

  • 9 · Other employee benefits

    total $619,400 · program services $473,414 · management and general $77,604 · fundraising $68,382

  • 10 · Payroll taxes

    total $365,021 · program services $262,185 · management and general $62,188 · fundraising $40,648

  • 11b · Fees: legal

    total $89,735 · management and general $89,735

  • 11c · Fees: accounting

    total $32,498 · management and general $32,498

  • 11f · Fees: investment management

    total $1,134,129 · management and general $1,134,129

  • 11g · Fees: other

    total $511,910 · program services $48,594 · management and general $428,632 · fundraising $34,684

  • 12 · Advertising and promotion

    total $3,718 · program services $3,718

  • 13 · Office expenses

    total $58,986 · program services $27,934 · management and general $19,361 · fundraising $11,691

  • 14 · Information technology

    total $291,384 · program services $189,935 · management and general $49,794 · fundraising $51,655

  • 16 · Occupancy

    total $534,745 · program services $452,425 · management and general $13,751 · fundraising $68,569

  • 17 · Travel

    total $36,493 · program services $19,428 · management and general $16,262 · fundraising $803

  • 19 · Conferences, conventions and meetings

    total $3,726 · program services $3,726

  • 20 · Interest

    total $30,169 · management and general $30,169

  • 22 · Depreciation, depletion and amortization

    total $492,793 · program services $332,820 · management and general $79,067 · fundraising $80,906

  • 23 · Insurance

    total $99,746 · program services $12,016 · management and general $87,730

  • 24a · Other expenses: PROGRAM EXPENSES

    total $234,245 · program services $234,245

  • 24b · Other expenses: CULTIVATION EXPENSES

    total $148,440 · program services $13,919 · management and general $43,426 · fundraising $91,095

  • 24c · Other expenses: PURCHASES OF COLLECTION

    total $66,016 · program services $66,016

  • 24d · Other expenses: PRINTING

    total $63,635 · program services $46,526 · fundraising $17,109

  • 24e · All other expenses

    total $78,868 · program services $48,291 · management and general $30,577

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $386,891 · end of year $861,654

  • 2 · Savings and temporary cash investments

    beginning of year $3,209,207 · end of year $3,376,526

  • 3 · Pledges and grants receivable

    beginning of year $130,562 · end of year $248,682

  • 4 · Accounts receivable

    beginning of year $41,000 · end of year $12,537

  • 9 · Prepaid expenses and deferred charges

    beginning of year $199,992 · end of year $205,402

  • 10a · Land, buildings and equipment: cost or other basis

    $17,978,424

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,946,962

  • 10c · Land, buildings and equipment, net

    beginning of year $9,494,982 · end of year $9,031,462

  • 11 · Investments: publicly traded securities

    beginning of year $127,469,734 · end of year $136,369,228

  • 15 · Other assets

    beginning of year $369,028 · end of year $390,597

  • 17 · Accounts payable and accrued expenses

    beginning of year $833,909 · end of year $1,132,454

  • 19 · Deferred revenue

    beginning of year $335,067 · end of year $328,699

  • 23 · Secured mortgages and notes payable

    beginning of year $792,337 · end of year $688,361

  • 25 · Other liabilities

    beginning of year $199,416 · end of year $201,754

  • 27 · Net assets without donor restrictions

    beginning of year $51,570,569 · end of year $56,080,392

  • 28 · Net assets with donor restrictions

    beginning of year $87,570,098 · end of year $92,064,428

Mission and programs · 2023

Mission

TO PROMOTE UNDERSTANDING OF THE HISTORY OF MASSACHUSETTS AND THE NATION BY COLLECTING AND COMMUNICATING MATERIALS AND RESOURCES THAT FOSTER HISTORICAL KNOWLEDGE.

Activities or mission (Part I)

THE MHS SEEKS TO MAKE AMERICAN HISTORY RELEVANT AND ACCESSIBLE TO ANYONE.

  • AS THE NATIONS' FIRST HISTORICAL SOCIETY, THE MASSACHUSETTS HISTORICAL SOCIETY (MHS) STRIVES TO ENHANCE THE UNDERSTANDING OF OUR NATION'S PAST AND ITS CONNECTION TO THE PRESENT, DEMONSTRATING THAT HISTORY IS NOT JUST A SERIES OF EVENTS THAT HAPPENED TO INDIVIDUALS LONG AGO BUT IS INTEGRAL TO THE FABRIC OF OUR DAILY LIVES. ITS COLLECTIONS ARE ACCESSIBLE TO ANYONE WITH AN INTEREST IN AMERICAN HISTORY. BEYOND RESEARCH, THE MHS OFFERS MANY WAYS FOR THE PUBLIC TO ENJOY ITS COLLECTIONS INCLUDING ENGAGING PROGRAMS, THOUGHT-PROVOKING EXHIBITIONS, PUBLICATIONS, SEMINARS, AND TEACHER WORKSHOPS.PLEASE SEE SCH. O FOR ADDITIONAL PROGRAM HIGHLIGHTS & DESCRIPTIONS.COLLECTIONS - THE SOCIETY'S EXTRAORDINARY COLLECTIONS TELL THE STORY OF AMERICA THROUGH MILLIONS OF RARE AND UNIQUE DOCUMENTS, ARTIFACTS, AND NATIONAL TREASURES, INCLUDING THE PERSONAL PAPERS OF THREE PRESIDENTS JOHN ADAMS, JOHN QUINCY ADAMS, AND THOMAS JEFFERSON. THROUGH ITS RESEARCH LIBRARY, ONLINE RESOURCES, PUBLICATIONS, EXHIBITIONS, AND PROGRAMS, THE MHS MAKES ITS HOLDINGS ACCESSIBLE TO ANYONE WITH AN INTEREST IN THE PEOPLE AND EVENTS THAT SHAPED OUR COUNTRY. PAUL REVERE'S HANDWRITTEN ACCOUNT OF HIS FAMOUS RIDE, THOMAS JEFFERSON'S AND JOHN ADAM'S MANUSCRIPT COPIES OF THE DECLARATION OF INDEPENDENCE AND ELBRIDGE GERRY'S ANNOTATED COPY OF THE CONSTITUTION ARE AMONG THE MANY ICONIC AMERICAN DOCUMENTS OF THE MHS. SPANNING FOUR CENTURIES, THE LETTERS, DIARIES, AND OTHER PERSONAL PAPERS OF INDIVIDUALS AND FAMILIES, AS WELL AS THEIR BOOKS, PHOTOGRAPHS, MAPS, NEWSPAPERS, ARTIFACTS, AND WORKS OF ART HAVE BECOME ESSENTIAL PRIMARY SOURCES FOR THE STUDY AND UNDERSTANDING OF AMERICAN HISTORY. THE LIBRARY IS FREE AND OPEN TO RESEARCHERS OF ALL AGES AND LEVELS OF INTEREST. THE LIBRARY DOES NOT LEND MATERIALS, BUT ANY PERSON INTERESTED IN USING THE COLLECTION CAN REGISTER AS A RESEARCHER AND USE MATERIALS IN THE LIBRARY. IN MANY CASES, SELECTED MATERIALS CAN BE REPRODUCED AND SENT TO INDIVIDUALS WHO CANNOT VISIT THE LIBRARY IN PERSON.EXHIBITIONS - THE SOCIETY'S EXHIBITIONS CELEBRATE THE PERSPECTIVE AMERICAN HISTORY BRINGS TO OUR OWN TIME AND ILLUSTRATE HOW IT SUSTAINS OUR REPUBLIC AND GUIDES OUR FUTURE. AS A MAJOR HISTORY PRESENTATION VENUE FOR THE REGION, THE MHS PRODUCES EXHIBITIONS THAT ARE THEMATIC, TELL STORIES, AND EXPLORE HOW TURNING POINTS IN THE PAST ARE REFLECTED IN CULTURE TODAY. THROUGHOUT FISCAL YEAR 2024, VISITORS TO OUR BUILDING WERE ABLE TO ENJOY TWO EXHIBITIONS. IN COMMEMORATION OF THE 250TH ANNIVERSARY OF THE BOSTON TEA PARTY, THE MHS DISPLAYED THE EXHIBITION "THE DYE IS CAST": INTERESTS & IDEALS THAT MOTIVATED THE BOSTON TEA PARTY FROM OCTOBER 5, 2023, TO FEBRUARY 29, 2024. THIS EXHIBITION DELVED INTO A PIVOTAL MOMENT IN AMERICAN HISTORYTHE BOSTON TEA PARTYTHROUGH THE PERSPECTIVES OF SIX INDIVIDUALS AND FEATURED A REMARKABLE COLLECTION OF ARTIFACTS AND DOCUMENTS FROM THE MHS COLLECTION. MORE THAN 700 PEOPLE VISITED THE MHS JUST TO SEE THE EXHIBITION AS WELL AS MANY MORE WHO VIEWED IT AS PART OF OTHER PROGRAMMING.BOSTON VIEWS: THROUGH THE LENS OF ARTHUR A. SHURCLIFF WAS ON DISPLAY FROM MAY 6, 2024, TO FEBRUARY 28, 2025. ARTHUR ASAHEL SHURCLIFF (18701957), A LANDSCAPE ARCHITECT, CREATED A COLLECTION OF 1,295 GLASS LANTERN SLIDES THAT DEPICT CITYSCAPES AND BUILDINGS IN BOSTON DURING THE FIRST DECADES OF THE 20TH CENTURY, AND MUCH MORE. IN ADDITION TO VIEWS OF BOSTON REPRODUCED IN THE EXHIBITION, THE MHS DISPLAYED SLIDES OF HISTORICAL MAPS AND PAINTINGS, PLANS AND DRAWINGS CREATED BY SHURCLIFF TO ILLUSTRATE URBAN GROWTH AND LAND USE, AND EARLY AERIAL PHOTOGRAPHS OF BOSTON AND OTHER CITIES. THROUGHOUT THE RUN OF THE SHOW, THE MHS WELCOMED MORE THAN 1,310 EXHIBITION VISITORS ALONG WITH THOSE WHO VIEWED IT AS PART OF OTHER PROGRAMMING. EDUCATION AND PUBLIC PROGRAMS - CONTINUING TO DEVELOP A VIBRANT SELECTION OF PUBLIC AND EDUCATIONAL PROGRAMS ENABLES THE MHS TO HELP ENHANCE THE UNDERSTANDING OF OUR NATION'S PAST AND ITS CONNECTION TO THE PRESENT. FISCAL YEAR 2024 WAS THE FIRST YEAR OF A THREE-YEAR STRATEGIC PLAN FOR THE MHS. EDUCATION AND PROGRAMMING FEATURE PROMINENTLY IN THIS PLAN. EDUCATION GOALS INCLUDE PROMOTING THE TEACHING OF HISTORY AND CIVICS ACROSS THE K-12 STUDENT POPULATION IN MASSACHUSETTS; REACHING MORE STUDENTS FOR NATIONAL HISTORY DAY (NHD); PROVIDING MORE ACCESS TO THE SOCIETY'S PRIMARY SOURCE MATERIALS BY EXPANDING THE TOOLS AND RESOURCES SUCH AS THE HISTORY SOURCE; AND ACTIVELY SEEK PARTNERS WHO WILL ALLOW US TO LEVERAGE OUR EDUCATION EFFORTS.THE HISTORY SOURCE, A FREE ONLINE RESOURCE HOSTED BY THE MHS, CONTINUES TO GROW. FIVE NEW SOURCE SETS WERE RELEASED IN FISCAL YEAR 2024. OUR EDUCATION TEAM OFFERED 14 TEACHER TRAINING SESSIONS THROUGHOUT THE YEAR SERVING MORE THAN 100 EDUCATORS. THERE WERE SEVEN STUDENT PROGRAMS SERVING 149 STUDENTS NOT INCLUDING THE NATIONAL HISTORY DAY (NHD) CONTESTS. STUDENT PARTICIPATION IN NHD IN MASSACHUSETTS GREW BY 25% IN FISCAL YEAR 2024. A TOTAL OF 2,758 STUDENTS PARTICIPATED IN THE PROGRAM WITH 533 STUDENTS AT THREE REGIONAL CONTESTS AND 300 STUDENTS AT THE STATE CONTEST. THE MHS PILOTED A SUCCESSFUL INTRODUCTION TO NHD COURSE, WHICH LED TO TWO NEW SCHOOLS ADOPTING NHD.THE MHS PROGRAMMING STRATEGY INCLUDES PROVIDING INNOVATIVE AND UNIQUE EXPERIENCES THAT HIGHLIGHT THE SOCIETY'S COLLECTION AND HISTORICAL EXPERTISE TO REACH NEW AUDIENCES AND RETAIN EXISTING CONSTITUENCIES. IT ALSO INVOLVES MORE OUTREACH TO DIFFERENT COMMUNITIES TO BROADEN CONNECTIONS. IN FISCAL YEAR 2024, PROGRAMMING DESIGNED FOR BOTH GENERAL AND SCHOLARLY AUDIENCES ATTRACTED MORE THAN 7,240 ATTENDEES AT PROGRAMS, SEMINAR SESSIONS, AND SPECIAL EVENTS OVER THE COURSE OF THE YEAR. A WIDE RANGE OF PROGRAMS WERE OFFERED IN FISCAL YEAR 2024 INCLUDING CARIBBEAN AMERICANS & POLITICS: CELEBRATING 50 YEARS OF THE CARIBBEAN AMERICAN CARNIVAL OF BOSTON; WRITING HISTORY WITH CELEBRATED NPR HOST AND AUTHOR STEVE INSKEEP, IN PARTNERSHIP WITH IN PARTNERSHIP WITH AMERICAN ANCESTORS/NEHGS, GBH FORUM NETWORK, AND PORTER SQUARE BOOKS; NECESSARY TROUBLE: A CONVERSATION WITH DREW FAUST; WHEATLEY IN THE 21ST CENTURY: A READING AND BOOK LAUNCH; ITALIAN INFLUENCE ON BOSTON'S CULTURE, ECONOMY, AND POLITICS WITH LAWRENCE DICARA AND JAMES PASTO; CHASING BEAUTY: THE LIFE OF ISABELLA STEWART GARDNER WITH NATALIE DYKSTRA; AND DEMOCRACY AWAKENING, A CONVERSATION WITH HEATHER COX RICHARDSON.RESEARCH - THE SOCIETY STRIVES TO FOSTER A RESEARCH COMMUNITY THAT ACTIVELY PROMOTES THE STUDY OF THE HISTORY OF MASSACHUSETTS AND THE NATION. WE OFFER AN EXCEPTIONAL RANGE OF RESOURCES FOR MAKING AND SHARING HISTORICAL DISCOVERIES INCLUDING PUBLIC TALKS, TOURS, EXHIBITIONS, SCHOLARLY SEMINARS, CONFERENCES, AND ACCESS TO OUR COLLECTIONS THROUGH OUR WEBSITE AND LIBRARY. WE AWARDED 63 FELLOWSHIPS IN FISCAL YEAR 2024 INCLUDING MHS-NEH LONG-TERM, MHS SHORT-TERM, NERFC, TEACHER, AND STUDENT FELLOWSHIPS. EACH YEAR, THE MHS WELCOMES A WIDE VARIETY OF RESEARCHERS FROM ACROSS THE COUNTRY AND AROUND THE WORLD FROM HIGH SCHOOL STUDENTS AND FAMILY HISTORIANS TO PROFESSORS AND PULITZER PRIZE-WINNING AUTHORS. THESE RESEARCHERS NETWORK, SHARE THEIR FINDINGS, AND EXCHANGE IDEAS. IN FISCAL YEAR 2024, THERE WERE 2,055 RESEARCH VISITS FROM 645 INDIVIDUAL RESEARCHERS FROM 34 STATES AND 18 COUNTRIES OUTSIDE OF THE US. IN FISCAL YEAR 2024, WE PILOTED AN EARLY CAREER SCHOLARS COMMITTEE AND MENTORSHIP PROGRAM. ONE WAY TO INTRODUCE SCHOLARS TO CAREER PATHS BEYOND THE CLASSROOM, THIS PROGRAM IS PART OF OUR STRATEGIC GOAL TO USE OUR NETWORKS TO PROVIDE PATHS TO PUBLIC HISTORY. MORE ROBUST ENGAGEMENT AT SEMINARS IS ONE WAY WE MEASURED SUCCESS OF THE PILOT. TO CONTINUE TO PROMOTE OUR RESEARCH PROGRAMS AND FELLOWSHIPS, IN FISCAL YEAR 2025 WE PLAN TO CONTINUE THE EARLY CAREER SCHOLARS COMMITTEE AND MENTORSHIP PROGRAM AND WILL LAUNCH A PODCAST TO PROMOTE MHS RESEARCHERS AND FELLOWS. PUBLICATION AND DOCUMENTARY EDITING INCLUDING THE ADAMS PAPERS -THE MHS BEGAN PUBLISHING BOOKS IN 1792 AND IS ONE OF THE OLDEST, CONTINUOUSLY OPERATING PUBLISHERS IN THE UNITED STATES, AND MAKES AVAILABLE PRINTED BOOKS, ELECTRONIC PUBLICATIONS, A NEWSLETTER, AND SCHOLARLY JOURNAL. THE MHS PUBLISHES PRINT AND ELECTRONIC WORKS THAT PROVIDE INFORMATION ABOUT AND MAKE AVAILABLE THE CONTENT OF SOME OF ITS MOST SIGNIFICANT COLLECTIONS AND THE PEOPLE WHO CREATED THEM.

    Expenses $6,135,348 · Grants $148,063 · Revenue $42,834

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CATHERINE ALLGOR

    PRESIDENT

    Total calculated
    $334,954
    From this org
    $300,763
    From related orgs
    $0
    Other
    $34,191
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $290,763
    Bonus
    $10,000
    Other
    $0
    Deferred
    $11,862
    Nontaxable benefits
    $22,329
    Filer's total
    $334,954

  • AMANDA H CLARK MACMULLAN

    SENIOR VP FOR PROGRAMS & EXTERNAL AFFAIRS

    Total calculated
    $205,141
    From this org
    $176,654
    From related orgs
    $0
    Other
    $28,487
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $176,654
    Bonus
    $0
    Other
    $0
    Deferred
    $7,242
    Nontaxable benefits
    $21,245
    Filer's total
    $205,141

  • BRENDA M LAWSON

    SENIOR VP OF COLLECTIONS & CONTENT DEVELOPMENT

    Total calculated
    $202,197
    From this org
    $169,944
    From related orgs
    $0
    Other
    $32,253
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $169,944
    Bonus
    $0
    Other
    $0
    Deferred
    $7,097
    Nontaxable benefits
    $25,156
    Filer's total
    $202,197

  • VICTORIA MCKAY

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $164,063
    From this org
    $120,620
    From related orgs
    $0
    Other
    $43,443
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $120,620
    Bonus
    $0
    Other
    $0
    Deferred
    $5,475
    Nontaxable benefits
    $37,968
    Filer's total
    $164,063

  • PETER DRUMMEY

    CHIEF HISTORIAN & LIBRARIAN

    Total calculated
    $157,577
    From this org
    $144,286
    From related orgs
    $0
    Other
    $13,291
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $144,286
    Bonus
    $0
    Other
    $0
    Deferred
    $2,600
    Nontaxable benefits
    $10,691
    Filer's total
    $157,577

  • KANISORN WONGSRICHANALAI

    DIRECTOR OF RESEARCH

    Total calculated
    $142,167
    From this org
    $124,847
    From related orgs
    $0
    Other
    $17,320
    Hours/week
    35

  • SARA MARTIN

    EDITOR IN CHIEF

    Total calculated
    $141,327
    From this org
    $126,903
    From related orgs
    $0
    Other
    $14,424
    Hours/week
    35

  • CAROL W KNAUFF

    VP FO PROGRAMS & EXTERNAL AFFAIRS

    Total calculated
    $137,679
    From this org
    $102,806
    From related orgs
    $0
    Other
    $34,873
    Hours/week
    35

  • MELINDA BARBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ELIZABETH A CHANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • MICHAEL A EWALD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANNETTE GORDON-REED

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • SUSAN W HUNNEWELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • G NATHANIEL JEPPSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • RENE JONES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ROBERT KWAK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANTHONY H LENESS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANNE CRAIGE MCNAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JOHN O'LEARY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ROBERT G RIPLEY JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • PAUL W SANDMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CATHERINE BABSON JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JAMES SEGEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • JUDITH BRYANT WITTENBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • GREGORY GROOVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • RICHARD PIERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • HILLARY RAYPORT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ANDREW SERWER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • CHRISTOPHER TOOMEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • ALEXANDER WHITTEMORE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

  • NEWCOMB STILLWELL

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • BENJAMIN C ADAMS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • OLIVER F AMES

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • EDWARD BALDINI

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • LEVIN H CAMPBELL JR

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • G MARSHALL MORIARTY

    CHAIR OF ADVISORS

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THE ORGANIZATION PROVIDES A SOCIAL CLUB MEMBERSHIP FOR CATHERINE ALLGOR, PRESIDENT. THE AMOUNT WAS PAID PURSUANT TO THE TERMS OUTLINED IN HER ORIGINAL OFFER OF EMPLOYMENT.
PART I, LINE 3
THE BOARD CHAIR AND TREASURER, IN CONSULTATION WITH OFFICERS APPROVE THE PRESIDENT'S COMPENSATION.
PART I, LINES 4A-B
CATHERINE ALLGOR - 457 PLAN EMPLOYEE SALARY DEFERRAL - $22,500 CATHERINE ALLGOR ENTERED INTO A SEPARATION AGREEMENT THAT INCLUDES PAYMENTS OF $225,000 TO BE DISBURSED FROM JULY 2024 THROUGH MARCH, 2025

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
5 May 2025
IRS schema version
2023v6.0
Source object
202501299349303460

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.