2024-03-11T09:36:30-05:00 2023-10-31 043138777 PKF JND PC 400 CROWN COLONY DRIVE SUITE 102 QUINCY MA 02169 990 2022-11-01 046109189 DUXBURY RURAL & HISTORICAL SOCIETY INC DUXB 7819346106 PO BOX 2865 DUXBURY MA 02332 NANCY VON STACKELBERG TREASURER 7819346106 2024-03-08 1 NANCY VON STACKELBERG 999009999 0 AMANDA WOLFE P01289269 6174220007 2024-03-08 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY VON STACKELBERG PO BOX 2865 DUXBURY MA 02332 1600662 0 X WWW.DUXBURYHISTORY.ORG X 1916 MA THE DUXBURY RURAL AND HISTORICAL SOCIETY, INC. IS DEDICATED TO THE PRESERVATION OF THE HISTORICAL AND NATURAL RESOURCES OF DUXBURY, MA AND ITS ENVIRONMENT, AND THE ENCOURAGEMENT OF AWARENESS AND APPRECIATION OF THE AREA'S HERITAGE AND CHARACTER. 12 12 6 250 0 0 175652 172277 12987 48360 317296 271016 62803 54588 568738 546241 0 0 0 0 239905 283386 0 0 50872 393587 397874 633492 681260 -64754 -135019 8459126 8448119 82464 34980 8376662 8413139 X THE DUXBURY RURAL AND HISTORICAL SOCIETY (DRHS) STRIVES TO BE A RESPONSIBLE STEWARD OF OUR HISTORICAL BUILDINGS, MUSEUM OBJECTS, ARCHIVES, AND LANDS. WE WELCOME ALL AUDIENCES TO LEARN ALONG WITH US, EXPLORE OUR COLLECTIONS, AND INTERPRET THE UNFOLDING, DIVERSE STORIES OF DUXBURY'S HISTORY. 0 0 450179 23929 MAINTAIN AND PRESERVE THE HISTORIC BUILDINGS, COLLECTIONS AND LAND PARCELS OWNED BY THE SOCIETY AND PROVIDE PUBLIC ACCESS TO THEM; COLLECT, PRESERVE AND EXHIBIT ARTIFACTS AND RECORDS RELATING TO DUXBURY'S HISTORY. 2962 3328 PROVIDE EDUCATIONAL PROGRAMS, A LIBRARY AND ARCHIVES FOR THE ENCOURAGEMENT OF SCHOLARLY RESEARCH, AND OFFER ACTIVITIES TO THE DUXBURY COMMUNITY WHICH PROMOTE DUXBURY'S HISTORY. 26311 24431 SPECIAL EVENTS AND ACTIVITIES ARE HELD ON A YEARLY BASIS TO CELEBRATE AND PROMOTE DUXBURY'S HISTORY. 479452 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X SABRINA KAPLAN 7819346106 479 WASHINGTON STREET DUXBURY MA 02332 DONNA WOOD PRESIDENT 4.00 X X 0 0 0 NANCY VON STACKELBERG TREASURER EFF. 2/23 2.00 X X 0 0 0 DAVID UITTI TREASURER UNTIL 2/23 2.00 X X 0 0 0 PAT LORING CLERK 2.00 X X 0 0 0 JOY BANNON DIRECTOR 2.00 X 0 0 0 SCOTT CASAGRANDE DIRECTOR UNTIL 2/23 2.00 X 0 0 0 BARBARA HAYES DIRECTOR 2.00 X 0 0 0 WOODY LAWSON DIRECTOR 2.00 X 0 0 0 JAYNE TALMAGE O'FARRELL DIRECTOR 2.00 X 0 0 0 PETER RAPELYE DIRECTOR 2.00 X 0 0 0 DREW STRAWBRIDGE DIRECTOR 2.00 X 0 0 0 GEORGIA TAFT PYE DIRECTOR 2.00 X 0 0 0 PAUL WALES DIRECTOR 2.00 X 0 0 0 SCOTT ZOLTOWSKI DIRECTOR EFF. 2/23 2.00 X 0 0 0 JAMES HARTFORD EXECUTIVE DIRECTOR UNTIL 4/23 40.00 X 91121 0 0 SABRINA KAPLAN EXECUTIVE DIRECTOR EFF. 4/23 40.00 X 27085 0 813 118206 0 813 0 0 0 0 0 36074 136203 24574 172277 PROG. ACTIVITIES/EVENTS 561439 48360 48360 48360 129373 129373 51260 0 51260 51260 51260 1196064 1054421 141643 141643 141643 3328 0 3328 3328 546241 51688 0 322276 105498 73194 12209 20095 152612 107633 23864 21115 4360 3055 609 696 20916 14654 2923 3339 29946 29946 64277 64277 2636 2636 4724 4724 13211 6606 3963 2642 31927 31927 309 309 78355 78355 24555 23350 1148 57 REPAIRS AND MAINTENANCE 109570 106074 2098 1398 ACTIVITIES 15041 13511 1530 WRIGHT BUILDING 13493 13493 MUSEUM AND CURATORIAL 953 953 8877 1923 6954 681260 479452 150936 50872 169959 167299 45291 38525 28000 21000 156 0 0 0 4435 4815 2087329 1018723 1085426 1068606 5983847 5997862 1142012 1150012 8459126 8448119 60253 34980 22211 0 82464 34980 X 6489391 6688642 1887271 1724497 8376662 8413139 8459126 8448119 -135019 140585 8700 22211 0 X X 0 1 X 1 0 X 182426 237239 313618 175652 172277 1081212 26865 26865 26865 26865 26865 134325 209291 264104 340483 202517 199142 1215537 67076 1148461 214918 172999 165547 176290 180633 910387 2125924 0.54020 0.53550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 1.06 0 0 0 1 0 20.00 0 1150012 X X X 0 5983847 411205 332913 64277 5997862 7485180 -1106563 337800 56970 5983847 6416508 1438839 311898 58269 7485180 6379332 362151 273792 51183 6416508 5906619 782463 261336 48414 6379332 0.71760 0.12590 0.15650 0 0 1673715 617464 1056251 60000 60000 0 39010 33353 5657 314604 307906 6698 1068606 HISTORICAL PROPERTIES AND COLLECTIONS 1150012 1150012 657791 140585 35565 176150 481641 64600 64600 546241 643525 26865 26865 616660 64600 64600 681260 PART II, LINE 5: THE SOCIETY DOES NOT HAVE A WRITTEN POLICY REGARDING CONSERVATION EASEMENTS. THE CONSERVATION EASEMENT HAS ITS OWN TERMS AND CONDITIONS WHICH INFORM THE ORGANIZATION AS TO HOW THEY ADMINISTER THE RESTRICTION. PART II, LINE 9: THE SOCIETY EXPENSES THE COST OF EASEMENTS IN THE PERIOD IN WHICH THEY ARE INCURRED. PART III, LINE 4: COLLECTIONS MAINTAINED BY THE SOCIETY INCLUDE PAINTINGS, FURNISHINGS, PERIOD COSTUMES AND ASSORTED ARTIFACTS RELATING TO DUXBURY HISTORY. THESE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION, EDUCTION AND RESEARCH IN THE FUTHERANCE OF PUBLIC SERVICES. THESE COLLECTION ITEMS ARE NECESSARY TO FULFILL THE SOCIETY'S MISSION OF ENCOURAGING THE AWARENESS AND APPRECIATION OF DUXBURY'S HERITAGE AND CHARACTER. PART V, LINE 4: THE SOCIETY INTENDS TO USE ENDOWMENT FUNDS TO HELP CONSERVE AND RESTORE THE HISTORICAL BUILDINGS. THE SOCIETY ALSO INTENDS TO USE ENDOWMENT FUNDS TO ACQUIRE ADDITIONAL HISTORICAL ARTIFACTS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE SOCIETY ARE INDIVIDUALS WHO MAY BE OTHERWISE QUALIFIED OR WHO ARE AT-THE-TIME CURRENT IN THE PAYMENT OF THE APPLICABLE ANNUAL DUES FOR A SPECIFIC MEMBERSHIP CATEGORY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SOCIETY HAVE THE RIGHT TO ELECT TRUSTEES. ONLY PERSONS WHO HAVE BEEN MEMBERS AND, IF APPLICABLE, WHOSE DUES ARE CURRENT, FOR A PERIOD OF AT LEAST 21 DAYS PRIOR TO THE HOLDING OF ANY ANNUAL OR SPECIAL MEETING OF MEMBERS OF THE CORPORATION ENTITLED TO VOTE AT A MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS DESIGNATED THE EXECUTIVE DIRECTOR AND THE TREASURER TO REVIEW THE FORM 990 IN ITS ENTIRETY PROR TO ITS FILING. THE ENTIRE BOARD IS PROVIDE A COPY OF THE 990 AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS AND TRUSTEES OF THE BOARD, AS WELL AS ALL EMPLOYEES (TOGETHER, "RESPONSIBLE PERSONS"). EACH RESPONSIBLE PERSON SHALL RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY, AND SHALL ALSO COMPLETE AN ANNUAL DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH THE INTERESTED PERSON IS INVOLVED THAT COULD RESULT IN A CONFLICT OF INTEREST ARISING. IN ADDITION, RESPONSIBLE PERSONS ARE REQUIRED TO DISCLOSE CONFLICTS OR POTENTIAL CONFLICTS OF INTEREST. SUCH DISCLOSURES ARE REQUIRED TO BE DOCUMENTED IN THE MINUTES OF THE RELEVANT BOARD AND/OR COMMITTEE MEETINGS. RESPONSIBLE PERSONS SHALL NOT PARTICIPATE IN OR HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER, SHALL NOT BE COUNTED IN DETERMINGING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE, AND MAY NOT VOTE ON THE CONTRACT OR TRANSACTION. IN ADDITION, THEY SHALL NOT BE PRESENT FOR THE VOTE, UNLESS THE VOTE IS BY SECRET BALLOT. ANY CHANGES TO THE CONFLICT OF INTEREST POLICY SHALL BE COMMUNICATED IMMEDIATELY TO EACH RESPONSIBLE PERSON. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE (COMPRISED OF THE PRESIDENT, TREASURER AND VICE PRESIDENT) DETERMINES COMPENSATION FOR THE EXECUTIVE DIRECTOR IN ACCORDANCE WITH THE COMPENSATION LEVELS FROM THE NEW ENGLAND MUSEUM ASSOCIATION'S SALARY SURVEY. THE SURVEY SUMMARIZES DATA ON COMPENSATION FROM MUSEUMS AND SIMILAR ORGANIZATIONS THROUGHOUT SIX NEW ENGLAND STATES. THE COMPENSATION COMMITTEE MET IN NOVEMBER TO REVIEW THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE EXECUTVE DIRECTOR DETERMINES COMPENSATION FOR THE REST OF THE EMPLOYEES AND IT IS APPROVED BY THE COMPENSATION COMMITTEE. THE DISCUSSIONS ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.