2026-03-13T07:28:21-05:00 2025-10-31 043138777 PKF JND PC 400 CROWN COLONY DRIVE SUITE 102 QUINCY MA 02169 990 2024-11-01 046109189 DUXBURY RURAL & HISTORICAL SOCIETY INC DUXB 7819346106 PO BOX 2865 DUXBURY MA 02332 SABRINA KAPLAN EXECUTIVE DIRECTOR 7819346106 2026-03-04 1 0 AMANDA WOLFE P01289269 6174220007 2026-03-04 2024 2025-03-06 01:10:19Z SABRINA KAPLAN PO BOX 2865 DUXBURY MA 02332 2974441 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 5 250 0 0 536135 555771 54517 58766 403290 373779 68358 64829 1062300 1053145 0 0 0 0 282702 320278 0 0 66608 410795 379117 693497 699395 368803 353750 9818697 10646210 22342 52031 9796355 10594179 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 337828 4709 DRHS ACHIEVES ITS MISSION BY MAINTAINING FOUR HISTORIC HOUSE PROPERTIES, AN ARCHIVAL LIBRARY, MUSEUM COLLECTIONS, AND MORE THAN 150 ACRES OF LAND HELD IN CONSERVATION. THESE PROPERTIES, CAREFULLY PRESERVED AND MADE ACCESSIBLE BY DRHS, ARE PART OF THE HEART AND CHARACTER OF DUXBURY. DRHS IS A 501 C (3) NON-PROFIT DESIGNATED IN MASSACHUSETTS, AND ITS PROPERTIES ARE LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES. DRHS SERVES THE TOWN OF DUXBURY, MASSACHUSETTS (16,000 RESIDENTS); PLYMOUTH COUNTY (542,000 RESIDENTS); AND PLYMOUTH COUNTY REGIONAL TOURISM (MORE THAN 1 MILLION ANNUALLY). AN AVERAGE OF 1,500 DUXBURY PUBLIC SCHOOL CHILDREN PER YEAR LEARN DUXBURY HISTORY THROUGH FREE ENRICHMENT PROGRAMMING AND INTERNSHIPS. 80302 5749 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.MOST DRHS PROGRAMS ARE OFFERED TO THE PUBLIC WITH A FEW MEMBER-BENEFIT EVENTS ON THE CALENDAR EACH YEAR. MANY ARE FREE OF CHARGE OR OFFERED FOR A "SUGGESTED DONATION." IN THE CASE OF TICKETED EVENTS, WE STRIVE TO KEEP OUR PRICES REASONABLE FOR THE PROGRAM BEING OFFERED. 78870 46052 SPECIAL EVENTS AND ACTIVITIES ARE HELD ON A YEARLY BASIS TO CELEBRATE AND PROMOTE DUXBURY'S HISTORY.DRHS MANAGES MORE THAN 50 MISSION-DRIVEN EVENTS EACH YEAR AT OUR DIFFERENT SITES. THESE DISPLAY ROTATING ITEMS FROM OUR COLLECTIONS AS WELL AS NEW RESEARCH THAT EXPANDS THE NARRATIVE OF LOCAL HISTORY. OUR TALKS ARE SELL-OUT EVENTS, AND VISITATION AT THE HOUSE MUSEUMS IS STRONG. DURING THE 2025 SUMMER SEASON, APPROXIMATELY 1,700 WALK-IN AND SCHEDULED VISITORS EXPERIENCED OUR EXHIBITS AND STORY-TELLING NARRATIVES AT THE NATHANIEL WINSOR JR., KING CAESAR, AND BRADFORD HOUSE MUSEUMS COMBINED. 497000 1 1 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 5 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 8.00 X X 0 0 0 NANCY VON STACKELBERG TREASURER 2.00 X X 0 0 0 PATRICIA LORING CLERK UNTIL 1/25 2.00 X X 0 0 0 BARBARA PALFREY CLERK EFF. 1/25 2.00 X X 0 0 0 JOY BANNON DIRECTOR 2.00 X 0 0 0 CAITLIN HUMPHREYS DIRECTOR EFF. 2/25 2.00 X 0 0 0 WOODY LAWSON DIRECTOR 2.00 X 0 0 0 GEORGIA TAFT PYE DIRECTOR 2.00 X 0 0 0 PETER RAPELYE DIRECTOR UNTIL 2/25 2.00 X 0 0 0 DREW STRAWBRIDGE DIRECTOR 2.00 X 0 0 0 DREW THAWLEY DIRECTOR EFF. 2/25 2.00 X 0 0 0 SUSAN WARREN DIRECTOR 2.00 X 0 0 0 KAREN WOOD DIRECTOR 2.00 X 0 0 0 SCOTT ZOLTOWSKI DIRECTOR 2.00 X 0 0 0 SABRINA KAPLAN EXECUTIVE DIRECTOR 40.00 X 117924 0 3822 117924 0 3822 1 0 0 0 0 42410 513361 41135 555771 PROG. ACTIVITIES/EVENTS 561439 58766 58766 58766 146368 146368 54375 0 54375 54375 54375 2143805 1916394 227411 227411 227411 14420 1710 12710 12710 936 3192 -2256 -2256 1053145 56510 0 440864 131235 88517 18814 23904 163380 110198 23422 29760 2457 1657 352 448 23206 15653 3327 4226 19565 19565 51158 51158 3003 3003 2677 2677 12594 6297 3778 2519 35006 35006 497 497 78054 78054 28904 28216 622 66 REPAIRS AND MAINTENANCE 97811 93014 2877 1920 ACTIVITIES 17641 17641 WRIGHT BUILDING 14217 14217 MUSEUM AND CURATORIAL 3858 3858 14132 1995 8372 3765 699395 497000 135787 66608 116432 153559 39713 11780 14000 7000 13432 12909 2434373 1145280 1041179 1289093 7278929 7627468 1315012 1544401 9818697 10646210 22342 52031 22342 52031 X 7854020 8525682 1942335 2068497 9796355 10594179 9818697 10646210 353750 430599 13475 0 X X 1 X 0 1 0 X 313618 175652 172277 497300 555771 1714618 26865 26865 26865 26865 26865 134325 340483 202517 199142 524165 582636 1848943 336580 1512363 165547 176290 180633 181883 200743 905096 2754039 0.54910 0.49800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 1 1.06 0 0 0 1 0 20.00 0 1544401 X X X 0 7040845 793240 301189 51158 7481738 5997862 1397497 306609 47905 7040845 5983847 411205 332913 64277 5997862 7485180 -1106563 337800 56970 5983847 6416508 1438839 311898 58269 7485180 0.72540 0.10100 0.17360 0 0 2000077 761566 1238511 60000 60000 0 13160 10201 2959 361136 313513 47623 1289093 COMMON STOCKS 4601772 F CORPORATE BONDS 1525026 F EXCHANGE-TRADED FUNDS - BONDS 754577 F MONEY MARKET 283805 F U.S. TREASURIES 462288 F 7627468 HISTORICAL PROPERTIES AND COLLECTIONS 1544401 1544401 1477828 430599 40340 470939 1006889 51158 -4902 46256 1053145 680004 26865 4902 31767 648237 51158 51158 699395 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, EDUCATION 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -3,192. FUNDRAISING EVENT EXPENSES -1,710. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 3,192. FUNDRAISING EVENT EXPENSES 1,710. HISTORICAL HOUSE TOUR 14420 14420 1710 14420 14420 1710 1710 12710 X 2 41135 ACTIVE MARKET PRICE 0 0 0 0 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 A THIRD MEMBER OF THE BOARD OF TRUSTEES) 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.