2024-05-15T11:39:50-05:00 2023-06-30 825448715 SPINELLI CPA PC 146 WEST BOYLSTON DRIVE SUITE 302 WORCESTER MA 01606 990 2022-07-01 042312840 WELLESLEY HISTORICAL SOCIETY INC WELL 7812356690 229 WASHINGTON STREET WELLESLEY MA 02481 DENNIS VIECHNICKI TREASURER 7812356690 2024-05-15 1 DENNIS VIECHNICKI 999009999 1 KAREN SPINELLI P00644492 5083656522 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM MORDAN 229 WASHINGTON STREET WELLESLEY MA 02481 352728 0 X WELLESLEYHISTORICALSOCIETY.ORG X 1965 MA TO SERVE AS THE HISTORICAL RESOURCE CENTER FOR THE TOWN OF WELLESLEY; TO PROVIDE EDUCATIONAL PROGRAMS; TO COLLECT, INTERPRET AND DISPLAY MATERIALS PERTAINING TO THE HISTORY OF THE TOWN AND ITS PEOPLE; TO INSPIRE PUBLIC INVOLVEMENT IN AND APPRECIATION OF ITS HERITAGE AND CULTURE. 12 12 1 0 0 0 80571 106536 0 0 13441 8045 85180 95380 179192 209961 0 0 0 0 61521 64077 0 0 22427 90720 93068 152241 157145 26951 52816 1418618 1471981 6027 6574 1412591 1465407 X TO SERVE AS THE HISTORICAL RESOURCE CENTER FOR THE TOWN OF WELLESLEY; TO PROVIDE EDUCATIONAL PROGRAMS; TO COLLECT, INTERPRET AND DISPLAY MATERIALS PERTAINING TO THE HISTORY OF THE TOWN AND ITS PEOPLE; TO INSPIRE PUBLIC INVOLVEMENT IN AND APPRECIATION OF ITS HERITAGE AND CULTURE. 0 0 35965 TO CONTINUE THE PROCESS TO ARCHIVE OVER 15,000 PHOTOGRAPHS, SLIDES AND SIMILAR MATERIALS AND HOLD OVER 9,000 ARTIFACTS SUCH AS FURNITURE, ART, COMMEMORATIVE ITEMS, PERIOD COSTUMES, MAPS, PLANS, CIVIL WAR LIBRARY, LACE EMBROIDERY COLLECTIONS AND NATURAL HISTORY SPECIMENS. ANSWER RESEARCH INQUIRIES, PROVIDE EXHIBITS, LECTURES AND WALKING TOURS. PROVIDE SCHOLARSHIPS TO LOCAL STUDENTS NEEDING ASSISTANCE TO PURSUE A COLLEGE EDUCATION. PROVIDE UNPAID INTERNSHIP POSITIONS TO INDIVIDUALS WHO HELPED PREPARE THE ORGANIZATION'S EDUCATION PROGRAMS AND ASSIST WITH THE COLLECTIONS PROJECTS. 35965 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 1 0 0 MA X TAYLOR KALLOCH 7812356690 229 WASHINGTON STREET WELLESLEY MA 02481 JARED PARKER VICE PRESIDENT 1.00 X X 0 0 0 JOHN DIRLAM DIRECTOR 1.00 X 0 0 0 HAPET BERBERIAN DIRECTOR 1.00 X 0 0 0 TOM PAINE DIRECTOR 1.00 X 0 0 0 LORRI SEIBERT WOODACRE DIRECTOR 1.00 X 0 0 0 LINDA GRIFFITH FORMER CLERK 1.00 X X 0 0 0 BILL MORDAN TREASURER 1.00 X X 0 0 0 FREDERICK WRIGHT DIRECTOR 1.00 X 0 0 0 BARBARA SEARLE SECRETARY 1.00 X X 0 0 0 PETER MONGEAU PRESIDENT 1.00 X X 0 0 0 TORY DEFAZIO DIRECTOR 1.00 X 0 0 0 MELISSA PADLEY DIRECTOR 1.00 X 0 0 0 TAYLOR KALLOCH EXECUTIVE DIRECTOR 40.00 X 56154 0 0 56154 0 0 0 0 0 0 0 48036 58500 106536 5595 5595 100929 98479 2450 2450 2450 139668 44288 95380 95380 209961 0 0 103425 59037 20663 17711 20663 5040 1764 1512 1764 8430 8430 10910 10910 24901 24901 23952 23952 9197 1276 7921 WORKSHOP AND FEES 4459 4459 SCHOLARSHIP AND INTERNS 4000 4000 COLLECTIONS EXPENSE 3803 3803 DUES AND SUBSCRIPTIONS 3245 3245 171 171 157145 35965 98753 22427 7849 56002 97998 176246 1438228 214725 1213815 1223503 94506 0 4450 16230 1418618 1471981 6027 6574 6027 6574 X 1374991 1427807 37600 37600 1412591 1465407 1418618 1471981 52816 0 X X 1 X 0 1 0 X 362380 20896 495182 76107 106536 1061101 111270 62664 63621 103195 139668 480418 473650 83560 558803 179302 246204 1541519 0 0 0 1541519 23312 12709 51944 13441 8045 109451 23312 12709 51944 13441 8045 109451 496962 96269 610747 192743 254249 1650970 0.93370 0.92580 0.06630 0.07420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 422750 422750 738467 166457 572010 248823 27930 220893 28188 20338 7850 1223503 X PART III, LINE 1A: THE ORGANIZATION'S COLLECTIONS CONSIST OF A LIBRARY OF OVER 15,000 PHOTOGRAPHS, SLIDES AND SIMILAR MATERIALS RELATING TO THE TOWN OF WELLESLEY. AS PART OF THIS LIBRARY, THE ORGANIZATION MAINTAINS A COMPLETE SET OF LOCAL NEWSPAPER EDITIONS AND HISTORIC TOWN RECORDS. THE ORGANIZATION ALSO HOLDS OVER 9,000 ARTIFACTS, INCLUDING FURNITURE, FINE ARTS, COMMEMORATIVE ITEMS AND PERIOD COSTUMES ALONG WTIH GENERAL COLLECTIONS. THE ORGANIZATION HOLDS SEVERAL SPECIAL COLLECTIONS INCLUDING CIVIL WAR LIBRARY, A LACE AND EMBROIDERY COLLECTIONS AND NATURAL HISTORY SPECIMENS WHICH WERE COLLECTED BY LOCAL RESIDENT FAMILIES. THE ORGANIZATIONS COLLECTIONS ARE FOR USE IN PUBLIC EXHIBITIONS BOTH IN THEIR MUSEUM AND ON LOAN. THEY ARE ALSO USED FOR EDUCATIONAL PROGRAM DEVELOPMENT AND HISTORIC RESEARCH. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS CONSIST OF A LIBRARY OF OVER 15,000 PHOTOGRAPHS, SLIDES AND SIMILAR MATERIALS RELATING TO THE TOWN OF WELLESLEY. AS PART OF THIS LIBRARY, THE ORGANIZATION MAINTAINS A COMPLETE SET OF LOCAL NEWSPAPER EDITIONS AND HISTORIC TOWN RECORDS. THE ORGANIZATION ALSO HOLDS OVER 9,000 ARTIFACTS, INCLUDING FURNITURE, FINE ARTS, COMMEMORATIVE ITEMS AND PERIOD COSTUMES ALONG WTIH GENERAL COLLECTIONS. THE ORGANIZATION HOLDS SEVERAL SPECIAL COLLECTIONS INCLUDING CIVIL WAR LIBRARY, A LACE AND EMBROIDERY COLLECTIONS AND NATURAL HISTORY SPECIMENS WHICH WERE COLLECTED BY LOCAL RESIDENT FAMILIES. THE ORGANIZATIONS COLLECTIONS ARE FOR USE IN PUBLIC EXHIBITIONS BOTH IN THEIR MUSEUM AND ON LOAN. THEY ARE ALSO USED FOR EDUCATIONAL PROGRAM DEVELOPMENT AND HISTORIC RESEARCH. PART X, LINE 2: THERE ARE NO UNRECOGNIZED TAX BENEFITS AND TAX RETURNS REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR THE STANDARD THREE YEAR STATUTE OF LIMITATIONS. X X X 0 ANNUAL APPEAL 47655 47655 10064 SPRING GALA 55479 55479 27719 4 36534 36534 6505 139668 139668 44288 44288 95380 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE THE POWER TO ELECT OTHER MEMBERS TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS E-MAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 15A AN EXECUTIVE BOARD MEETING IS HELD TO INDEPENDENTLY DISCUSS EMPLOYMENT PACKAGE FOR THE ORGANIZATION'S EMPLOYEES. SALARY WAS APPROVED AFTER DISCUSSION AND COMPARISON WITH OTHER EMPLOYEES AT SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR.