2026-01-27T11:54:37-05:00 2025-06-30 263582184 CAIN BOURRET JARRY & CRESSMAN LLC 1175 MAMMOTH ROAD SUITE 2A DRACUT MA 01826 990 2024-07-01 042640984 NEWTON HISTORICAL SOCIETY INC NEWT 6177961450 527 WASHINGTON STREET NEWTON MA 02458 LISA DADY EXECUTIVE DIRECTOR 6177961450 2026-01-23 true false KRISTIN M CRESSMAN P00446157 9789571421 2026-01-23 2024 2025-03-06 01:10:19Z HISTORIC NEWTON LISA DADY 527 WASHINGTON STREET NEWTON MA 02458 596468 false X WWW.HISTORICNEWTON.ORG X 1978 MA HISTORIC NEWTON CONNECTS OUR COMMUNITY WITH ITS HISTORY IN ORDER TO ENRICH FUTURE GENERATIONS. 24 24 12 140 0 131670 421119 66868 53874 86523 106475 2229 14394 287290 595862 0 0 260828 273870 0 113951 188960 246495 449788 520365 -162498 75497 3222501 3649207 45962 40822 3176539 3608385 HISTORIC NEWTON CONNECTS OUR COMMUNITY WITH ITS HISTORY IN ORDER TO ENRICH FUTURE GENERATIONS. false false 346293 53874 HISTORIC NEWTON INSPIRES DISCOVERY AND ENGAGEMENT BY ILLUMINATING OUR COMMUNITY'S STORIES WITHIN THE CONTEXT OF AMERICAN HISTORY. THE ORGANIZATION CONDUCTS EDUCATIONAL PROGRAMS, HOSTS SPECIAL EVENTS, AND ENCOURAGES THE PUBLIC TO VISIT EXHIBITIONS AND ENGAGE WITH PUBLIC PROGRAMS. THE ORGANIZATION CARRIES OUT ITS MISSION USING THE 1809 JACKSON HOMESTEAD MUSEUM AND THE 1734 DURANT-KENRICK HOUSE AND GROUNDS. 346293 true true false false false false false true false true false true false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 14 0 12 true false false false false false true true false false false false false false false false X 24 24 false false false false false false false true true false false true true true true true true true false false MA X X LISA DADY 6177961450 527 WASHINGTON STREET NEWTON MA 02458 X BONNIE CLENDENNING DIRECTOR 2.00 X 0 0 0 SUZANNE CUCCURULLO PRESIDENT 2.00 X X 0 0 0 PETER DIMOND DIRECTOR 2.00 X 0 0 0 LAUREL FARNSWORTH DIRECTOR 2.00 X 0 0 0 LAURA FITZMAURICE DIRECTOR 2.00 X 0 0 0 SHAWNA GIGGEY-MASHAL DIRECTOR 2.00 X 0 0 0 SUSAN HEYMAN DIRECTOR 2.00 X 0 0 0 SARAH KISH DIRECTOR 2.00 X 0 0 0 ELLEN KLAPPER DIRECTOR 2.00 X 0 0 0 ANNE LARNER DIRECTOR 2.00 X 0 0 0 STELLA LEE VICE PRESIDE 2.00 X X 0 0 0 ROGER LEHRBERG NHS BOARD DI 2.00 X 0 0 0 DALIA LINSSEN DIRECTOR 2.00 X 0 0 0 BROOKE LIPSITT CLERK 2.00 X X 0 0 0 LISONG LIU DIRECTOR 2.00 X 0 0 0 MARIETTA MARCHITELLI DIRECTOR 2.00 X 0 0 0 LOUIS MARCUS DIRECTOR 2.00 X 0 0 0 FREDERICK MILLER DIRECTOR 2.00 X 0 0 0 JOHN MORGANTI TREASURER 2.00 X X 0 0 0 JEAN NOTIS-MCCONARTY DIRECTOR 2.00 X 0 0 0 LAURIE PALEPU DIRECTOR 2.00 X 0 0 0 STEVE SNIDER DIRECTOR 2.00 X 0 0 0 AMANDA STAUFFER-PARK DIRECTOR 2.00 X 0 0 0 ROYSIN YOUNKIN DIRECTOR 2.00 X 0 0 0 LISA DADY EXECUTIVE DI 40.00 X 0 0 0 false false false 29870 265622 125627 421119 PROGRAM SERVICE REVENUE 712120 53874 53874 53874 45882 45882 60593 60593 60593 60593 15000 606 14394 595862 160349 X 243811 153175 2318 88318 10180 5090 2545 2545 19879 15347 116 4416 34237 18831 13352 2054 9661 9661 124004 77299 31796 14909 3284 3284 39802 38471 1331 19021 18958 35 28 16486 15838 298 350 520365 346293 60121 113951 14055 76053 1600 43210 10030 8697 12700 20814 1776218 1907196 1407898 1593237 3222501 3649207 45962 40822 45962 40822 X 2265426 2459982 911113 1148403 3176539 3608385 3222501 3649207 75497 356349 X true X false true false X 189278 306779 167837 131670 421119 1216683 32465 59345 135714 114031 114756 456311 324303 336948 342634 340891 346712 1691488 546046 703072 646185 586592 882587 3364482 41365 48740 36510 29381 67401 223397 41365 48740 36510 29381 67401 223397 3141085 88007 58778 45570 32326 45883 270564 88007 58778 45570 32326 45883 270564 634053 761850 691755 618918 928470 3635046 0.86410 0.84430 0.07000 0.09000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 2452853 100000 356529 116846 2792536 2275247 285047 107441 2452853 2192417 213603 130773 2275247 2716152 -398041 125694 2192417 2235990 606567 126405 2716152 0.80770 0.14320 0.04910 false false MULTI-ASSET POOLED FUNDS 1593237 F 1593237 X 1289262 356349 346712 703061 586201 9661 9661 595862 857416 346712 346712 510704 9661 9661 520365 SCHEDULE D, PAGE 1, PART III, LINE 1A THE ORGANIZATION'S COLLECTIONS CONSIST OF HISTORIC BUILDINGS, LANDSCAPES, AND ARTIFACTS OF HISTORICAL SIGNIFICANCE THAT ARE HELD FOR EDUCATIONAL, RESEARCH, AND CURATORIAL PURPOSES. THE HISTORICAL COLLECTIONS ARE NOT CAPITALIZED BY THE ORGANIZATION. IN ADDITION, THE ORGANIZATION DOES NOT CAPITALIZE REPAIRS OR IMPROVEMENTS TO INEXHAUSTIBLE COLLECTIONS. ALL PURCHASES OF COLLECTION ITEMS AND RESTORATION OR IMPROVEMENTS TO INEXHAUSTIBLE COLLECTIONS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS IN THE YEAR IN WHICH THE EXPENDITURE IS MADE. THE ORGANIZATION MAINTAINS A COLLECTION POLICY THAT ADDRESSES COLLECTIONS UPKEEP, ACCESSION AND DE-ACCESSION POLICIES AND OTHER ASPECTS OF COLLECTIONS MANAGEMENT. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES. THE ORGANIZATION HAS ADOPTED A POLICY THAT ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS ARE TO BE USED TO ACQUIRE OTHER ITEMS FOR THE COLLECTION OR FOR DIRECT CARE OF THE EXISTING COLLECTION. THE ORGANIZATION DEFINES DIRECT CARE AS ACTIONS THAT PRESERVE AND PROTECT COLLECTIONS BY ENHANCING THEIR LIFE, USEFULNESS, OR QUALITY. SUCH COSTS INCLUDE ARCHIVAL SUPPLIES, HARDWARE AND SUPPLIES FOR STORAGE OR EXHIBITION, AND OTHER COSTS THAT MANAGEMENT DEEMS NECESSARY FOR THE PRESERVATION OR RESTORATION OF ITS COLLECTIONS. IN ACCORDANCE WITH THE POLICY OF NOT RECORDING COLLECTIONS IN THE FINANCIAL RECORDS, DONATED COLLECTION ITEMS RECEIVED DURING THE YEAR ARE NOT REFLECTED IN THE STATEMENTS OF ACTIVITIES. SCHEDULE D, PAGE 2, PART V, LINE 4 INCOME FROM THE BOARD DESIGNATED FUNDS FUNCTIONING AS ENDOWMENT FUNDS WILL BE USED IN ACCORDANCE WITH THE ORGANIZATION'S SPENDING POLICY FOR FUNDING THE ORGANIZATION'S MISSION. INCOME FROM THE PERMANENT ENDOWMENT IS RESTRICTED BY THE DONOR FOR THE PURPOSE OF FUNDING A MUSEUM EDUCATOR AND USED IN ACCORDANCE WITH THE ORGANIZATION'S SPENDING POLICY. SCHEDULE D, PAGE 3, PART X THE FINANCIAL STATEMENT FOOTNOTES STATE THAT THE ORGANIZAITON HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. FORM 990, PAGE 6, PART VI, LINE 11B THE AUDIT COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE DRAFT FORM 990. A COPY OF THE APPROVED-FOR-FILING FORM 990 IS DISTRIBUTED TO BOTH THE EXECUTIVE COMMITTEE AND TO THE FULL BOARD PRIOR TO ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY STATES THE FOLLOWING: 1. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY; AND (D) UNDERSTANDS NEWTON HISTORICAL SOCIETY IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. 2. EACH VOTING MEMBER OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT THAT DECLARES WHETHER SUCH PERSON IS AN INDEPENDENT DIRECTOR. 3. IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. 4. THE EXECUTIVE COMMITTEE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PAGE 6, PART VI, LINE 15A THE ORGANIZATION'S EXECUTIVE DIRECTOR IS EMPLOYED AND COMPENSATED BY THE CITY OF NEWTON. IN ADDITION, THERE ARE NO KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 ALL DOCUMENTATION RELATED TO THE NEWTON HISTORICAL SOCIETY SUCH AS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, COPIES OF THE FORM 990 ARE AVAILABLE ON THE NEWTON HISTORICAL SOCIETY WEBSITE. THE FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART IX, LINE 11G CREDIT LOSS EXPENSE 0 1,411 0 CREDIT CARD & BANK FEES 1,607 0 0 DUES AND SUBSCRIPTIONS 679 0 200 EQUIPMENT RENTAL AND MAINT 11,380 0 0 FOOD AND REFRESHMENTS 1,928 0 9,263 HISTORIC HOUSE MARKERS 5,919 0 0 LANDSCAPING 1,508 0 0 MUSEUM SHOP COST OF SALES 2,565 0 0 SUPPLIES 7,316 0 0 PROFESSIONAL FEES, OTHER 43,309 30,385 5,446 COLLECTION EXPENSES 1,088 0 0 TOTAL 77,299 31,796 14,909