2025-08-11T12:50:42-05:00 2024-09-30 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990 2023-10-01 020233250 New Hampshire Historical Society NEWH 6038560602 30 Park Street Concord NH 03301 William Dunlap President & CEO 6038560602 2025-08-04 1 0 Connor Smart P02285543 2078792100 2025-08-04 2023 2025-03-06 01:10:19Z William Dunlap 30 Park Street Concord NH 03301 4458843 0 X https://www.nhhistory.org/ X 1823 NH To educate a diverse public about New Hampshire's past and its relationship to our lives today. 20 20 35 40 0 0 419933 710069 76886 157375 979838 1470731 255001 233274 1731658 2571449 0 0 0 0 1267809 1203113 0 0 210411 1218104 1189856 2485913 2392969 -754255 178480 25766319 28586469 545993 367662 25220326 28218807 To educate a diverse public about the significance of New Hampshire's past and its relationship to our lives today. To this end, the Society collects, preserves, and interprets material pertaining to New Hampshire history. 0 0 939463 0 20005 Library and Museum: the New Hampshire Historical Society collects and preserves the most extensive collection of objects, books, manuscripts, and images related to New Hampshire history that can be found anywhere. These collections offer the most complete picture available of the social, economic, political, and cultural history of New Hampshire over nearly four centuries. 420983 0 136652 Education: the Society offers a diverse range of educational programs, including research services, exhibitions, publications, school programs, public programs, technical services, and support of local historical societies. The Society's website and online collections catalog provide broad access to information on library, archival, and museum collections. The Society also offers the New Hampshire History Network (NHHN), a digital gateway that provides centralized access to New Hampshire's history and historical collections through partnerships with local historical societies and other collecting institutions. In 2017, the Society launched "The Democracy Project: Renewing History and Civics Education in New Hampshire Schools," an initiative to address the growing knowledge deficit in history and civics. 245225 0 3332 The Society offers public relations and member services for various visitors and patrons. Other programs include publications, exhibits, facilities, buildings, grounds, and security. The Society also operates a store which sells books and goods related to New Hampshire and its history. 1605671 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 21 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X Michael E Marr Director of Finance 6038560602 30 Park Street Concord NH 03301 Marcia Schmidt Blaine Trustee (start 6/2024) 1.00 0.00 X 0 0 0 Colin Cabot Trustee (start 6/2024) 1.00 0.00 X 0 0 0 Robert J Dietel Trustee (start 6/2024) 1.00 0.00 X 0 0 0 John E Friberg Jr Trustee (end 6/2024) 1.00 0.00 X 0 0 0 Helen H Frink Trustee 1.00 0.00 X 0 0 0 Mark Goldstein Trustee (start 3/2024) 1.00 0.00 X 0 0 0 Anne L Hamilton Trustee (start 6/2024) 1.00 0.00 X 0 0 0 Rebecca WS More Trustee 1.00 0.00 X 0 0 0 Barbara A Pitsch Trustee 1.00 0.00 X 0 0 0 Ann G Remus Trustee 1.00 0.00 X 0 0 0 Marilyn G Soper Trustee 1.00 0.00 X 0 0 0 Kurt M Swenson Trustee 1.00 0.00 X 0 0 0 Roberta EC Tenney Trustee 1.00 0.00 X 0 0 0 Bryant F Tolles Jr Trustee 1.00 0.00 X 0 0 0 William P Veillette Trustee 1.00 0.00 X 0 0 0 Robert A Wells Trustee 1.00 0.00 X 0 0 0 Benjamin H Wilson Trustee 1.00 0.00 X 0 0 0 David B Ruedig Chair (end 6/2024) 2.00 0.00 X X 0 0 0 Joseph L Taggart Vice Chair/Chair (start 6/2024) 2.00 0.00 X X 0 0 0 Sylvia B Larsen Vice Chair 1.00 0.00 X X 0 0 0 Gregg R Tewksbury Treasurer 1.00 0.00 X X 0 0 0 William W Upton Secretary (end 6/2024) 1.00 0.00 X X 0 0 0 Terry M Knowles Trustee; Secretary (start 6/2024) 1.00 0.00 X X 0 0 0 William Dunlap President & CEO 40.00 0.00 X 160256 0 8013 Michael Marr Director of Finance 40.00 0.00 X 97873 0 4882 Joan Desmarais Vice President 40.00 0.00 X 109807 0 5942 367936 0 18837 2 0 1 0 Donnegan Systems Inc 170 Bartlett Street Northborough MA 01532 IT Services 219138 Triplet Computers LLC 5 Sheep Davis Road Pembroke NH 03275 IT Services 119584 2 390220 101487 218362 31895 710069 Educational programs 611710 136652 136652 Museum fees 611710 12863 12863 Library fees 611710 7142 7142 Publications 513190 718 718 157375 685715 685715 352 352 155933 5982 149951 149951 149951 2663417 1878401 785016 785016 785016 80357 0 80357 80357 5625 3011 2614 2614 2571449 159989 0 1701391 X 271024 171889 65903 33232 794847 504110 193276 97461 25366 16088 6168 3110 32782 20791 7971 4020 79094 50163 19233 9698 27421 27421 93987 93987 284675 206319 46432 31924 42070 29144 6913 6013 63556 44029 10442 9085 179584 117052 61654 878 9552 6617 1570 1365 32628 12088 13980 6560 345863 327870 10928 7065 38043 27034 11009 Museum programs 39961 39961 Library programs 32516 32516 2392969 1605671 576887 210411 83289 269745 2483739 1537036 19138 14916 25445 1949 148801 55417 10742888 5900387 3707536 4842501 12005388 14382463 6242050 6488141 369226 227796 681707 766505 25766319 28586469 182673 88859 3661 2936 359659 275867 545993 367662 X 13949567 16742953 11270759 11475854 25220326 28218807 25766319 28586469 X 178480 2626723 193278 X X 0 1 X 1 0 X 949633 675816 3307262 419933 710069 6062713 949633 675816 3307262 419933 710069 6062713 831334 5231379 712242 656657 786570 694774 836018 3686261 70460 133801 80357 284618 10033592 372871 0.52140 0.53560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 17164748 79178 3718504 893152 20069278 16551153 1493929 880334 17164748 19638504 508155 -2765052 830454 16551153 16798669 3637452 797617 19638504 16612119 43315 930599 787364 16798669 0.56500 0.24770 0.18730 1 0 200000 200000 8708547 4668964 4039583 57309 24110 33199 1529932 960213 569719 247100 247100 0 4842501 Private equities 1510712 F Alternative investments 7269 F Beneficial interest in a Trust 1889631 F Corporate and government bonds 3080529 F 6488141 Charitable remainder unitrust payable 68765 Operating lease liability 207102 275867 X 5447569 2626723 53108 221179 2901010 2546559 24890 24890 2571449 2449088 53108 3011 56119 2392969 0 2392969 Part III, Line 1a: In accordance with SFAS 116, the Society has elected not to report collection items in its Statement of Financial Position or Statement of Activities. Collection items acquired either through purchase or donation are not capitalized. Purchases of collection items are recorded as a decrease in net assets without donor restrictions if purchased with unrestricted assets and as decreases in net assets with donor restrictions if purchased with donor-restricted assets. Contributions of collection items are not recognized in the statement of activities and changes in net assets. The Society has a policy that requires net proceeds realized from the sale or transfer of deaccessioned objects to be used only for acquisition and conservation of collections. There were no items sold or transferred by the Society during the year ended September 30, 2024. The Society's collections include books, manuscripts, photographs, research materials and objects relating to the history of New Hampshire. These collections have been acquired by donation, bequests and purchases. Collection items are acquired or conserved based on the Society's long-range plans for collections development. Collections are made available for scholarly use by the public and maintained under appropriate security and preservation conditions. Part III, Line 4: The Society's collections include books, manuscripts, photographs, research materials, and objects relating to the history of New Hampshire. These collections have been acquired by donation, bequests, and purchases. Collection items are acquired or conserved based on the Society's long-range plans for collections development. Collections are made available for scholarly use by the public and maintained under appropriate security and preservation conditions. Part V, Line 4: The Society's endowment consists of 50 named funds established for specific educational or program purposes. Its endowment includes both permanently and temporarily donor-restricted endowment funds, as well as funds designated by the Board of Trustees to function as endowments ("quasi-endowment funds"). The Society maintains a formal and detailed policy of appropriating for distribution a reasonable amount of the endowment fund's average market value in such a way as to maintain a long-term investment return on the endowment funds while simultaneously funding educational and programmatic purposes. The majority of the Society's designated funds for endowment are to be used for: general operations; museum acquisitions and conservation; library acquisitions and conservation; publications; educational programs and services; and building improvements and repairs. Part X, Line 2: The Society is a not-for-profit organization exempt under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation; however, certain unrelated business income is subject to federal taxation. For the year ended September 30, 2024, there was no liability for a tax on unrelated business income. The Society has adopted the provisions of ASC 740, Accounting for Uncertainty in Income Taxes. Accordingly, management has evaluated the Society's tax positions and concluded the Society had maintained its tax-exempt status, does not have any significant unrelated business income and had taken no uncertain tax positions that require adjustment or disclosure in the financial statements. With few exceptions, the Society is no longer subject to income tax examinations by the U.S. Federal or State tax authorities for years before 2021. Part XI, Line 2d - Other Adjustments: Museum store cost of goods sold 3,011. Change in value of beneficial interest in a trust 218,168. Part XI, Line 4b - Other Adjustments: Change in present value of charitable remainder unitrust 24,890. Part XII, Line 2d - Other Adjustments: Museum store cost of goods sold 3,011. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Foreign investments 1511000 0 0 0 0 0 0 1511000 0 1511000 0 0 1 0 0 0 Schedule F, Part IV, Lines 1 and 3: The Organization held an interest in a Cayman Islands exempted company during the tax year covered by this tax return. The Organization did not hold an interest at the level that woudl require filing Form 5471, and the Organization did not make any transfers to this or any other foreign investment during this tax year which would necessitate a Form 926 filing. 80357 0 0.00000 80357 80357 NH 1 0 1 0 0.00000 1.00000 Michael E Marr Director of Financ 30 Park Street Concord NH 03301 1 80357 0 Eeskay NH 55 Northeastern Boulevard Nashua NH 03062 Eeskay NH 0 Refer to supplemental information on this Schedule G, Part IV. X 0 Form 990, Schedule G, Part III, Gaming Dislcosures: The Organization engaged Eeskay NH to provide gaming and casino services on behalf of the Organization and as a third-party, independent contractor. As part of this relationship and transaction, the Organization registered for and secured the appropriate licenses to conduct gaming activities with the New Hampshire Lottery Commission. Eeskay NH was contracted by the Organization to host, operate, and run gaming and casino events on behalf of the Organization during the fiscal year. Aside from contracting with Eeskay to host and coordinate the games, and to receive a portion of the proceeds thereof, New Hampshire Historical Society was not itself otherwise involved with the maintenance or running of the games. Eeskay NH collected all gaming revenues, distributed all prize payouts, kept the books and records for the charitable gaming days, and remitted the portion due to the Organization in accordance with NH Lottery regulations regarding charitable gaming activities. Additionally, Eeskay agreed to submit all necessary financial reports and other documentation applicable under State Gaming Law to the State of New Hampshire. Per the agreement between the Organization and Eeskay NH, the Organization was not charged any rental or facility fees for the casino services provided by Eeskay NH, nor did Eeskay retain back any portion of the gross gaming proceeds due to the Organization. Therefore, $0 has been reported on this Form 990, Schedule G, Part III, Line 15b, and the $80,357 reported on this Form 990, Schedule G, Part III, Line 15b represents the net gaming revenues obtained by the Organization pursuant to the agreement. X X X 0 0 0 0 0 0 0 0 0 William Dunlap President & CEO 159696 0 0 0 560 0 8013 0 0 0 168269 0 0 0 X 3 31895 Gift Date FMV 0 1 0 Part I, Line 33: In accordance with SFAS 116, the Society has elected not to report collection items in its Statement of Financial Position or Statement of Activities. Collection items acquired either through purchase or donation are not capitalized. Purchases of collection items are recorded as a decrease in unrestricted net assets if purchased with unrestricted assets and as decreases in temporarily restricted or permanently restricted net assets if purchase with donor-restricted assets. Contributions of collection items are not recognized in the Statement of Activities. The Society has a policy that requires net proceeds realized from the sale or transfer of deaccessioned objects will be used only for acquisition and conservation of collections. The Society's collections include books, manuscripts, photographs, research materials and objects relating to the history of New Hampshire. These collections have been acquired by donation, bequests, and purchases. Collection items are acquired or conserved based on the Society's long-range plans for collections development. Collections are made available for Scholarly use by the public and maintained under appropriate security and preservation conditions. Form 990, Part VI, Section A, line 6 Membership Categories: the Society shall consist of individual, couple, family, life, business, and institutional members in good standings by virtue of their having paid their dues and such other categories of membership as may from time to time be established by the Board of Trustees, including complimentary members who are not required to pay any dues. Qualifications: membership shall be open to all of the above who are interested in furthering the purposes and work of the Society, to be effective upon payment of designated dues, and shall be valid for one year from the date of payment. Rights and Privileges of Membership: only those members of all categories that have paid their dues and are in good standing shall be entitled to vote, one vote per member, at all meetings of the members, and to the full privileges of membership in the Society, as determined from time to time by, and subject to such regulations as may be prescribed by, the Board of Trustees. Voting is limited to persons eighteen (18) years of age or older. Voting may be exercised in person or by proxy as determined by the Trustees, in which event proxies shall be counted for the purpose of determining a quorum. Dues: the Board of Trustees shall from time to time determine the amount of annual dues payable by members of each category. When any member shall become delinquent in the payment of dues, his or her membership shall terminate and he or she shall no longer be a member in good standing. Form 990, Part VI, Section A, line 7a The Members vote to elect members of the Board of Trustees at the annual meeting. Members do not vote to elect Officers of the Board; Officers are elected by the Board itself. Additionally, it is the Organization's Board of Trustees, as elected by the Members, that shall establish all Society policies, plans, programs, budgets, and expenses; the Members themselves do not engage in these governance decisions. Form 990, Part VI, Section B, line 11b The Organization engages an independent public accounting firm to prepare its Form 990 on its behalf. The completed Form 990 is presented by the engaged accountants to the applicable officers and to the full Board of Trustees prior to filing. Form 990, Part VI, Section B, line 12c Trustees having a real or apparent conflict of interest in any matter before the Board must disclose the possible conflict and exclude themselves from the discussion and/or the vote on the matter in question. Trustees having an interest in a proposed pecuniary benefit transaction with the Society that is brought before the Board shall have an affirmative obligation to disclose such interest and shall be prohibited from being present during or participating in the discussion on the subject or voting thereon. The Board shall authorize the Society to enter into such transactions only in accordance with the applicable provisions of RSA 7:19-A. Form 990, Part VI, Section B, line 15 The Executive and Compensation Committees of the Society strive to ensure that the process for determining the compensation and benefits offered to the top officials and executives of the New Hampshire Historical Society is efficient, effective, and ultimately serves the public and furthers the Society's mission. The Institution adheres to good governance practices in establishing executive compensation. The Executive Committee serves as the Compensation Committee of the Society and makes recommendations to the full Board of Trustees in matters of the President's terms of employment, including compensation and benefits. The compensation and benefits of the President are set forth in either a written compensation and benefits term sheet, or in a formal written employment agreement executed between the Society and the President. The Executive Committee will submit the recommended compensation term sheet or formal employment agreement with the President to the Board of Trustees for discussion and action. The Board and Executive Committee discuss the matter during a portion of the board meeting when the President is excused from the meeting and not present. The term sheet or formal agreement with the President must be approved by a majority vote of the Board of Trustees present at a duly called and held Board of Trustees meeting where the required quorum of Directors is present to conduct a meeting. Comparisons of public data on compensation are used and documented in determining the President's compensation, as well as facts and circumstances relating to the past performance of the President. The President's compensation package is reviewed regularly by the Board of Trustees. The President of the Society is responsible for all administrative details and for the implementation of policies, programs, and long range objectives approved by the Board of Trustees, including compensation and benefits offered to officers and senior managers. The President exercises full supervision and management of all personnel, assigns duties, and so forth within the policies approved by the Board. Compensation for senior managers is determined through a due diligence process that the President employs based upon the comparisons of public data, particularly the published wage scales of the New England Museum Association, past performance, and the ambitious goals stated in senior managers' annual work plan objectives. Overall compensation is reviewed by the Finance Committee and a recommendation is made to the Board of Trustees for their approval as part of the annual budget process. Form 990, Part VI, Section C, line 19 The Society's audited financial statements are available on the Society's website, or by appointment at the library. The governing documents and conflict of interest policy are available by appointment at the Society's library in Concord, NH. Form 990, Part IX, line 11g Maintenance service contracts: Program service expenses 37,683. Management and general expenses 21,032. Fundraising expenses 4,525. Total expenses 63,240. Admin and Comm. Support: Program service expenses 127,941. Management and general expenses 2,687. Fundraising expenses 22,512. Total expenses 153,140. Facilities contract services: Program service expenses 40,695. Management and general expenses 22,713. Fundraising expenses 4,887. Total expenses 68,295. Form 990, Part XI, line 9: Change in present value of charitable remainder unitrust -24,890. Change in value of beneficial interest in a trust 218,168. Form 990, Part XII, Line 2c: The audit process has not changed from the prior year. Charitable Remainder Trust Income and distributions for beneficiaries NH N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0