2026-06-11T06:23:21-07:00 2025-12-31 262227576 CALIRI MANCINI & BARBIERI PC 1 WORTHINGTON ROAD CRANSTON RI 02920 990 2025-01-01 050475756 FORT ADAMS TRUST INC FORT 4018410707 90 FORT ADAMS DRIVE FORT ADAMS STAT NEWPORT RI 02840 PAUL MARSHALL EXECUTIVE DIRECTOR 4018410707 2026-06-11 true NANCY L MANCINI P01207473 4012683926 2026-06-11 2025 2025-03-06 01:10:19Z PAUL MARSHALL EXECUTIVE DIRECTOR 90 FORT ADAMS DRIVE Newport RI 02840 1633403 false X WWW.FORTADAMS.ORG X 1994 RI DIRECTING AND SUPPORTING THE RESTORATION, OPERATION AND MAINTENANCE OF THE NATIONAL HISTORIC LANDMARK FORT ADAMS AS A HISTORICAL SITE FOR PUBLIC BENEFIT. 15 15 32 28 6446 6894 569700 763769 710532 668279 69487 97300 -41908 -13980 1307811 1515368 0 0 520494 412445 0 59752 680564 514750 1201058 927195 106753 588173 1422385 2034791 273166 297399 1149219 1737392 X DIRECTING AND SUPPORTING THE RESTORATION, OPERATION AND MAINTENANCE OF THE NATIONAL HISTORIC LANDMARK FORT ADAMS AS A HISTORICAL SITE FOR PUBLIC BENEFIT. false false 292395 0 0 RESTORATION, MAINTENANCE AND OPERATIONS OF THE NATIONAL HISTORIC LANDMARK FORT ADAMS. 220852 0 219253 PROMOTION OF PUBLIC AWARENESS OF THE HISTORICAL SIGNIFICANCE OF FORT ADAMS THROUGH TOUR PROGRAMS AND FORT SPONSORED EVENTS. 158641 0 353093 PROMOTION OF PUBLIC AWARENESS OF THE HISTORICAL SIGNIFICANCE FORT ADAMS THROUGH SITE RENTALS. 0 0 38348 FORT ADAMS TRUST PROVIDES EVENT MANAGEMENT SERVICES. THE SERVICES ARE PROVIDED UNDER A MEMORANDUM OF AGREEMENT WITH THE STATE OF RI DEPARTMENT OF ENVIRONMENTAL MANAGEMENT FOR MANAGEMENT OF THE OPERATIONS OF THE EISENHOWER HOUSE, LOCATED AT FORT ADAMS STATE PARK. EXPENSES FOR THESE SERVICES ARE INCLUDED IN THE SITE RENTAL EXPENSES EXPENSES. 10796 0 57585 PROMOTION OF PUBLIC AWARENESS OF THE HISTORICAL SIGNIFICANCE OF THE FORT THROUGH EDUCATIONAL PROGRAMS AND VARIOUS PROGRAM EVENTS. 10796 0 95933 682684 true true false false false false false true false true true false false true true true true false false false false 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 true 0 0 true 32 true true true false false false false false false false false false X 15 15 false false false false true true false true true false false false true false false false true false false false RI X PAUL MARSHALL PRESIDENT 4018410707 90 FORT ADAMS DRIVE NEWPORT RI 02840 REGAN MINER EXECUTIVE DIRECTOR through April 2025 40.00 X 31854 0 0 PAUL MARSHALL EXECUTIVE DIRECTOR start May 2025 27.50 X 49200 0 0 ATKINS MARYELLEN DIRECTOR 0.50 X 0 0 0 BENSON ABBY DIRECTOR 0.50 X 0 0 0 CERINO ANTHONY DIRECTOR 0.50 X 0 0 0 MANVILLE KEITH DIRECTOR 0.50 X 0 0 0 MARION III JOSEPH DIRECTOR 0.50 X 0 0 0 QUINN ANN-MARIE DIRECTOR 0.50 X 0 0 0 RICHARDS CAROLINE DIRECTOR 0.50 X 0 0 0 ROSENBERG JOSHUA DIRECTOR 0.50 X 0 0 0 TAYLOR CHARLES DIRECTOR 0.50 X 0 0 0 VAN DEN HURK JEROEN DIRECTOR 0.50 X 0 0 0 TITUS DANIEL PRESIDENT 0.50 X X 0 0 0 GREICHAN MAUREEN VICE PRESIDENT 0.50 X X 0 0 0 CORCORAN BILL SECRETARY 0.50 X X 0 0 0 RAY LEILA TREASURER 0.50 X X 0 0 0 PUTNEY PAT AT LARGE 0.50 X X 0 0 0 81054 0 0 false false false 23599 72985 243745 423440 5880 763769 TOURS 713990 219253 0 0 RENTAL OF THE FORT 713990 353093 0 0 EVENT MANAGMENT FEES 713990 38348 0 0 EDUCATIONAL & OTHER PROG. EVENTS 713990 57585 0 0 668279 109194 0 109194 19000 30894 -11894 -11894 0 0 -11894 20960 72985 41812 -20852 0 -20852 51775 45329 6446 6446 OTHER INCOME 900099 426 426 0 0 426 1515368 668705 6446 76448 78532 7333 56533 14666 270109 217390 52719 0 2379 1553 826 0 25785 19487 6298 0 35640 28043 6127 1470 2838 0 2838 0 16200 0 16200 0 29227 0 5227 24000 22178 13529 0 8649 20352 13188 5411 1753 19140 8458 3436 7246 15580 5790 9790 0 3798 0 3798 0 5677 3878 1799 0 12051 5704 6347 0 RESTORATION & MAINT. OF THE FORT 282104 282104 0 0 SPECIAL PROGRAM & EVENT EXP. 58598 58598 0 0 FUNDRAISING EXPENSES 1968 0 0 1968 25039 17629 7410 0 927195 682684 184759 59752 239997 873907 71041 150000 278554 132190 1000 9755 10137 11821 15535 112013 103543 43752 8470 767465 843552 1422385 2034791 119792 142771 13000 17222 140374 136439 0 967 273166 297399 X 42041 184519 1107178 1552873 1149219 1737392 1422385 2034791 588173 X false true X false false X 0 793060 637394 479339 569700 763769 3243262 0 0 793060 637394 479339 569700 763769 3243262 136066 3107196 135844 -90443 85206 69487 109194 309288 1216 35470 0 0 6446 43132 1172 1064 426 2662 3598344 2922009 0.86350 0.90820 X 0 0 0 Pt II Ln 10 Other Income Part II, Line 10 Description: CREDIT CARD CASH BACK 2023: 1172. 2024: 1064. 2025: 426. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X false 767465 116631 33099 7445 843552 729258 76622 31211 7204 767465 674349 91992 30212 6871 729258 794757 -84081 29722 6605 674349 687707 141542 28221 6271 794757 0.00000 0.53940 0.46060 true false 0 0 103018 97996 5022 8995 5547 3448 8470 Beneficial Interest - Funds Held at the Rhode Island Community Foundation 843552 843552 ACCRUED UNRELATED BUSINESS INCOME TAXES 967 967 1560697 45329 45329 1515368 1515368 972524 45329 45329 927195 927195 Pt III, Line 1a THE TRUST HOLDS A COLLECTION ON BEHALF OF THE STATE OF RHODE ISLAND OF APPROXIMATELY 1,100 ITEMS CONSISTING OF BOOKS, PHOTOGRAPHS, POSTCARDS, CLOTHING, RIFLES, ARTIFACTS AND OTHER ITEMS WITH RELEVANCE TO THE HISTORY OF FORT ADAMS STATE PARK AND TO COASTAL DEFENSE. Pt III, Line 4 COLLECTIONS MAINTAINED BY THE TRUST ARE USED TO PROMOTE PUBLIC AWARENESS OF THE HISTORICAL SIGNIFICANCE OF FORT ADAMS THROUGH EDUCATIONAL PROGRAMS AND EVENTS, IN FURTHERANCE OF ITS EXEMPT PURPOSE TO MAINTAIN FORT ADAMS AS A HISTORICAL SITE FOR PUBLIC BENEFIT. Pt V, Line 4 BENEFICIAL INTEREST IN FUNDS HELD AT THE RHODE ISLAND FOUNDATION - PROCEEDS FROM FUND ARE USED TO SUPPORT THE OPERATION OF THE FORT. Pt IV, Line 2b FORT ADAMS TRUST, INC. EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES. AS OF YEAR-END, THE TRUST DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECOGNITION OF A TAX LIABILITY OR ANY UNREALIZED TAX BENEFIT THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELE MONTHS. TAX YEARS THAT ARE OPEN FOR EXAMINATION BY TAXING AUTHORITIES ARE GENERALLY THE LAST THREE TAX YEAR-ENDS. Pt IV, Line 1b The Trust acts as agent for the Rhode Island Department of Environmental Management with respect to the States Great Outdoors Pursuits projects, whereby the Trust deposits cash from these project events and expends cash for their related project expenses, and under a Memorandum of Understanding for the operations of the Eisenhower House located in Fort Adams State Park. The cash held is recorded as both an asset and a liability on the statements of financial position. Pt XI, Line 2d GIFT SHOP EXPENSES ARE NETTED AGAINST THE REVENUES ON THE STATEMENT OF REVENUES, PAGE 9 OF THE FORM 990. Pt XII, Line 2d GIFT SHOP EXPENSES ARE NETTED AGAINST THE REVENUES ON THE STATEMENT OF REVENUES, PAGE 9 OF THE FORM 990. BLOCK PARTY 93945 72985 20960 7697 14112 7673 12330 93945 72985 20960 7697 14112 7673 12330 41812 -20852 Pt VI, Line 6 THE TRUST HAS MEMBERS. Pt VI, Line 7a OFFICERS ARE APPOINTED AT THE ANNUAL MEETING OR AT ANY SPECIAL MEETING SO DESIGNATED. VACANCIES MAY BE FILLED BY THE REMAINING DIRECTORS AT ANY MEETING AT WHICH A QUORUM IS PRESENT. Pt VI, Line 11b THE GOVERNING BODY HAS DELEGATED THE RESPONSIBILITY TO REVIEW THE FORMS 990 AND 990-T BEFORE FILING TO THE TREASURER; HOWEVER, THE FORMS ARE MADE AVAILABLE TO THE BOARD UPON REQUEST. THE FORMS 990 AND 990-T ARE ALSO REVIEWED BY THE EXECUTIVE DIRECTOR BEFORE BEING FILED IN FINAL FORM. Pt VI, Line 12c THE CONFLICTS OF INTEREST POLICY REQUIRES DISCLOSURE WHEN CONFICTS OCCUR THROUGH A SELF-MONITORING PROCESS. Pt VI, Line 15a THE EXECUTIVE COMMITTEE OF THE BOARD MEETS, DISCUSSES, AND DETERMINES THE COMPENSATION FOR ALL FULL-TIME EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR. Pt VI, Line 19 THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part III, Line 4d FORT ADAMS TRUST PROVIDES EVENT MANAGEMENT SERVICES. 0. 0. 38348. Form 990, Part III, Line 4d PROMOTION OF PUBLIC AWARENESS OF THE HISTORICAL 10796. 0. 57585.