Civic Intelligence

Trust U/Will of Orlando R Smith

990 • Fiscal year 2020 • EIN 23-7352670

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

124 Granite StreetWesterly, RI 02891

(401) 596-5704

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

44th percentile

0.03x

Higher debt load relative to revenue than 44% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

29th percentile

-5.3%

Higher net margin than 29% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

49th percentile

5.7%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-6.8%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$948,101

Up $50,777 (+5.7%) from 2019

Net Assets

Up

$945,705

Up $51,973 (+5.8%) from 2019

Liabilities

Down

$2,396

Down $1,196 (-33%) from 2019

Revenue

Down

$73,687

Down $5,376 (-6.8%) from 2019

Expenses

Down

$77,601

Down $18,651 (-19%) from 2019

Net Income

Up

-$3,914

Up $13,275 (+77%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $515,903Liabilities 2011: $0Net Assets 2011: $515,9032011Assets 2012: $518,444Liabilities 2012: $0Net Assets 2012: $518,4442012Assets 2013: $812,938Liabilities 2013: $1,024Net Assets 2013: $811,9142013Assets 2014: $811,511Liabilities 2014: $7,018Net Assets 2014: $804,4932014Assets 2015: $791,752Liabilities 2015: $1,052Net Assets 2015: $790,7002015Assets 2016: $815,516Liabilities 2016: $2,103Net Assets 2016: $813,4132016Assets 2017: $847,102Liabilities 2017: $2,693Net Assets 2017: $844,4092017Assets 2018: $846,487Liabilities 2018: $2,586Net Assets 2018: $843,9012018Assets 2019: $897,324Liabilities 2019: $3,592Net Assets 2019: $893,7322019Assets 2020: $948,101Liabilities 2020: $2,396Net Assets 2020: $945,7052020Assets 2021: $1,025,899Liabilities 2021: $1,786Net Assets 2021: $1,024,1132021Assets 2022: $919,592Liabilities 2022: $2,047Net Assets 2022: $917,5452022Assets 2023: $992,835Liabilities 2023: $1,590Net Assets 2023: $991,2452023Assets 2024: $1,130,648Liabilities 2024: $1,879Net Assets 2024: $1,128,7692024

Highlighted filing

2020

Assets$948,101
Liabilities$2,396
Net Assets$945,705

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $70,6892011Expenses 2012: $81,5522012Revenue 2013: $328,365Expenses 2013: $69,576Net Income 2013: $258,7892013Revenue 2014: $83,628Expenses 2014: $99,895Net Income 2014: -$16,2672014Revenue 2015: $74,413Expenses 2015: $80,172Net Income 2015: -$5,7592015Revenue 2016: $83,705Expenses 2016: $79,074Net Income 2016: $4,6312016Revenue 2017: $79,879Expenses 2017: $86,435Net Income 2017: -$6,5562017Revenue 2018: $117,110Expenses 2018: $89,887Net Income 2018: $27,2232018Revenue 2019: $79,063Expenses 2019: $96,252Net Income 2019: -$17,1892019Revenue 2020: $73,687Expenses 2020: $77,601Net Income 2020: -$3,9142020Revenue 2021: $95,155Expenses 2021: $74,790Net Income 2021: $20,3652021Revenue 2022: $83,285Expenses 2022: $83,068Net Income 2022: $2172022Revenue 2023: $96,072Expenses 2023: $85,623Net Income 2023: $10,4492023Revenue 2024: $205,653Expenses 2024: $120,362Net Income 2024: $85,2912024

Highlighted filing

2020

Revenue$73,687
Expenses$77,601
Net Income-$3,914
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$74,409
Mission and Program Overview

Mission

To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$423,799$492,719▲ $68,920
Land, Buildings, and Equipment, Net$370,008$344,008▼ $26,000
Savings and Temporary Cash Investments$58,486$59,402▲ $916
Cash and Non-Interest-Bearing Accounts$30,018$37,715▲ $7,697
Inventories for Sale or Use$13,770$13,048▼ $722
Prepaid Expenses and Deferred Charges$1,243$1,209▼ $34
Total Assets$897,324$948,101▲ $50,777
Liabilities
Accounts Payable and Accrued Expenses$3,292$2,096▼ $1,196
Other Liabilities$300$300→ $0
Total Liabilities$3,592$2,396▼ $1,196
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$889,642$941,615▲ $51,973
Net Assets With Donor Restrictions$4,090$4,090→ $0
Total Net Assets Fund Balance$893,732$945,705▲ $51,973
Total Liabilities and Net Assets / Fund Balance$897,324$948,101▲ $50,777

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$265,463$371,221$636,684
Equipment$3,340$75,583$78,923
Land$75,205-$75,205
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$37,740
Program Service Revenue
$831
Investment Income
$12,082
Other Revenue
$23,034
All Other Contributions
$2,630
Change in Net Assets
$-3,914
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,601
Total Fundraising Expense$7,880
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$20,800$2,600$2,600$26,000
Occupancy$8,875$1,110$1,110$11,095
Insurance$6,780$848$848$8,476
Fees for Service Investment Mgmnt Fees$3,359$1,679-$5,038
All Other Expenses$2,458$261$958$3,677
Other Expenses$2,339$334$668$3,341
Information Technology$2,065$258$258$2,581
Advertising$869-$217$1,086
Office Expenses$442$63$126$631
Total Functional Expenses$61,000$8,721$7,880$77,601
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposit$300
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

Betty-Jo Cugini and Stephen M Greene, both Trustees, are a married couple.

Form 990, Part VI, Section A, line 6

Line 6 explanation - Membership categories are indications of level of cash contributions. Members have no involvement in governance or compliance issues.

Form 990, Part VI, Section B, line 11B

Line 11a explanation - A minimum of two Trustees review Form 990 prior to it's filing. Form 990 is made available to all Trustees for review and comment.

Form 990, Part VI, Section C, line 19

All documents required to be available to the general public are available to the public upon request of any Trustee.

Form 990, Part VIII, Line 10

Sale of Inventory represents a book that Trustees of the Trust wrote and produced. The publication, "Built From Stone", focuses entirely on the history of the Granite Industry in the geographic region over a 100 year period. All proceeds remain within the Trust. Sale of Inventory also includes a DVD documentary done by one Trustee called "Carved From Stone" that also reflects the history of the Granite Industry at that time and over the same region. Lastly, Sale of Inventory includes a second DVD documentary done by the same Trustee called "The Patriot from Kings County" that explores the life and history of Dr. Joshua Babcock who built the original mansion. All proceeds from DVD sales also remain within the Trust.

Filing and Contact Details

Filer

Filer Name
Orlando R Smith Trust
EIN
23-7352670
Phone
4015965704
Address
124 Granite Street, Westerly, RI 02891
Doing Business As
The Babcock-Smith House

Signing Officer

Name
Andrew J Bicknell
Title
Treasurer
Phone
4015965704
Signed
2021-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew J Bicknell
Formed
1972
Legal Domicile
Ri
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
40

Preparer

Firm
Pucci Greene & Fusaro LLC
Address
110 Airport Road, Westerly, RI 02891
Preparer
Stephen M Greene CPA
Phone
4015961926
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A:

N/A

Part III, Line 4:

The Trust owns period furnishings from the 18th and 19th centuries displayed throughout the Museum building to support the mission of providing an historic Museum (circa 1734) for educational purposes and for the general public. The Trust also owns extensive Granite Industry documentation from the 19th and 20th centuries of great research value that is available for public use and is in fact used by the public on an increasing basis.

Raw XML AppendixShowing 400 of 451 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03292
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02096
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public.
IRS990/AdvertisingGrp/FundraisingAmt0217
IRS990/AdvertisingGrp/ProgramServicesAmt0869
IRS990/AdvertisingGrp/TotalAmt01086
IRS990/AllOtherContributionsAmt02630
IRS990/AllOtherExpensesGrp/FundraisingAmt0958
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0261
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02458
IRS990/AllOtherExpensesGrp/TotalAmt03677
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Andrew J Bicknell
IRS990/BooksInCareOfDetail/PhoneNum04015965704
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0124 Granite Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Westerly
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0RI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002891
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt030018
IRS990/CashNonInterestBearingGrp/EOYAmt037715
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt0722
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt037740
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012082
IRS990/CYOtherExpensesAmt077601
IRS990/CYOtherRevenueAmt023034
IRS990/CYProgramServiceRevenueAmt0831
IRS990/CYRevenuesLessExpensesAmt0-3914
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt077601
IRS990/CYTotalFundraisingExpenseAmt07880
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt073687
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt02600
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt02600
IRS990/DepreciationDepletionGrp/ProgramServicesAmt020800
IRS990/DepreciationDepletionGrp/TotalAmt026000
IRS990/Desc0The Trust is organized to maintain an historic Museum with period furnishings, circa 1734, for the general public (over 1,000 visitors annually) and to provide educational tours for all area fifth grade students and teachers (upwards of 400 visitors each school year). The Trust also provides the Museum and Carriage House as the frequent meeting place for both the Westerly Historical Society (several hundred visitors annually) and the Babcock Smith House Docents (several hundred visitors annually).
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0The Babcock-Smith House
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04090
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt04090
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt061000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01679
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt03359
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05038
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt510.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt610.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1010.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0Maureen J Bjorkland
IRS990/Form990PartVIISectionAGrp/PersonNm1Andrew C Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm2Andrew J Bicknell
IRS990/Form990PartVIISectionAGrp/PersonNm3Susan S Brocato
IRS990/Form990PartVIISectionAGrp/PersonNm4Betty-Jo Cugini
IRS990/Form990PartVIISectionAGrp/PersonNm5Edward A Fazio
IRS990/Form990PartVIISectionAGrp/PersonNm6Ellen L Madison
IRS990/Form990PartVIISectionAGrp/PersonNm7Stephen M Greene
IRS990/Form990PartVIISectionAGrp/PersonNm8Jacqueline F Brennan
IRS990/Form990PartVIISectionAGrp/PersonNm9Linda Smith Chafee
IRS990/Form990PartVIISectionAGrp/PersonNm10Anthony G Smith
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt074409
IRS990/GrossRentsGrp/RealAmt022197
IRS990/GrossSalesOfInventoryAmt01415
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0258
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0258
IRS990/InformationTechnologyGrp/ProgramServicesAmt02065
IRS990/InformationTechnologyGrp/TotalAmt02581
IRS990/InsuranceGrp/FundraisingAmt0848
IRS990/InsuranceGrp/ManagementAndGeneralAmt0848
IRS990/InsuranceGrp/ProgramServicesAmt06780
IRS990/InsuranceGrp/TotalAmt08476
IRS990/InventoriesForSaleOrUseGrp/BOYAmt013770
IRS990/InventoriesForSaleOrUseGrp/EOYAmt013048
IRS990/InvestmentIncomeGrp/ExclusionAmt012082
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012082
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0423799
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0492719
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0446804
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0370008
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0344008
IRS990/LandBldgEquipCostOrOtherBssAmt0790812
IRS990/LegalDomicileStateCd0RI
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt032110
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To maintain an historic museum and grounds (circa 1734) for educational purposes and for the general public.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0893732
IRS990/NetAssetsOrFundBalancesEOYAmt0945705
IRS990/NetIncomeOrLossGrp/ExclusionAmt0693
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0693
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt022197
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt022197
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt055887
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0889642
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0941615
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01110
IRS990/OccupancyGrp/ManagementAndGeneralAmt01110
IRS990/OccupancyGrp/ProgramServicesAmt08875
IRS990/OccupancyGrp/TotalAmt011095
IRS990/OfficeExpensesGrp/FundraisingAmt0126
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt063
IRS990/OfficeExpensesGrp/ProgramServicesAmt0442
IRS990/OfficeExpensesGrp/TotalAmt0631
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Repairs & Maintenance
IRS990/OtherExpensesGrp/Desc1Lawn Care / Snow Remova
IRS990/OtherExpensesGrp/Desc2Printing
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/FundraisingAmt0405
IRS990/OtherExpensesGrp/FundraisingAmt1690
IRS990/OtherExpensesGrp/FundraisingAmt2668
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0818
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1405
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2345
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3334
IRS990/OtherExpensesGrp/ProgramServicesAmt07359
IRS990/OtherExpensesGrp/ProgramServicesAmt13242
IRS990/OtherExpensesGrp/ProgramServicesAmt22412
IRS990/OtherExpensesGrp/ProgramServicesAmt32339
IRS990/OtherExpensesGrp/TotalAmt08177
IRS990/OtherExpensesGrp/TotalAmt14052
IRS990/OtherExpensesGrp/TotalAmt23447
IRS990/OtherExpensesGrp/TotalAmt33341
IRS990/OtherLiabilitiesGrp/BOYAmt0300
IRS990/OtherLiabilitiesGrp/EOYAmt0300
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0144
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0144
IRS990/OtherRevenueTotalAmt0144
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01243
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01209
IRS990/PrincipalOfficerNm0Andrew J Bicknell
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0713990
IRS990/ProgramServiceRevenueGrp/BusinessCd1713990
IRS990/ProgramServiceRevenueGrp/Desc0Admissions
IRS990/ProgramServiceRevenueGrp/Desc1Programs
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0571
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1260
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0571
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1260
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt044383
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08524
IRS990/PYOtherExpensesAmt096252
IRS990/PYOtherRevenueAmt024308
IRS990/PYProgramServiceRevenueAmt01848
IRS990/PYRevenuesLessExpensesAmt0-17189
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt096252
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt079063
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-3914
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt03000
IRS990/RentalIncomeOrLossGrp/RealAmt022197
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058486
IRS990/SavingsAndTempCashInvstGrp/EOYAmt059402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037740
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044383
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt084784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049527
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0269098
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035116
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032832
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028902
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029686
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0156934
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07412
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63160
IRS990ScheduleA/PublicSupportPY170Pct00.64250
IRS990ScheduleA/PublicSupportTotal170Amt0269098
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044383
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt084784
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049527
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052664
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0269098
IRS990ScheduleA/TotalSupportAmt0426032
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0265463
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0371221
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0636684
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt03340
IRS990ScheduleD/EquipmentGrp/DepreciationAmt075583
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt078923
IRS990ScheduleD/LandGrp/BookValueAmt075205
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt075205
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Deposit
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Trust owns period furnishings from the 18th and 19th centuries displayed throughout the Museum building to support the mission of providing an historic Museum (circa 1734) for educational purposes and for the general public. The Trust also owns extensive Granite Industry documentation from the 19th and 20th centuries of great research value that is available for public use and is in fact used by the public on an increasing basis.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III, Line 1a:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III, Line 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0344008
IRS990ScheduleD/TotalLiabilityAmt0300
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Betty-Jo Cugini and Stephen M Greene, both Trustees, are a married couple.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Line 6 explanation - Membership categories are indications of level of cash contributions. Members have no involvement in governance or compliance issues.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Line 11a explanation - A minimum of two Trustees review Form 990 prior to it's filing. Form 990 is made available to all Trustees for review and comment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All documents required to be available to the general public are available to the public upon request of any Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Sale of Inventory represents a book that Trustees of the Trust wrote and produced. The publication, "Built From Stone", focuses entirely on the history of the Granite Industry in the geographic region over a 100 year period. All proceeds remain within the Trust. Sale of Inventory also includes a DVD documentary done by one Trustee called "Carved From Stone" that also reflects the history of the Granite Industry at that time and over the same region. Lastly, Sale of Inventory includes a second DVD documentary done by the same Trustee called "The Patriot from Kings County" that explores the life and history of Dr. Joshua Babcock who built the original mansion. All proceeds from DVD sales also remain within the Trust.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VIII, Line 10
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0897324
IRS990/TotalAssetsEOYAmt0948101
IRS990/TotalAssetsGrp/BOYAmt0897324
IRS990/TotalAssetsGrp/EOYAmt0948101
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt037740
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt07880
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08721
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061000
IRS990/TotalFunctionalExpensesGrp/TotalAmt077601
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03592
IRS990/TotalLiabilitiesEOYAmt02396
IRS990/TotalLiabilitiesGrp/BOYAmt03592
IRS990/TotalLiabilitiesGrp/EOYAmt02396
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0893732
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0945705
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt061000
IRS990/TotalProgramServiceRevenueAmt0831
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt034972
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0975
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073687

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.21$0.12$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.10$0.09$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$0.08$0.08$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.02$0.10$0.07$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.07$0.08$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.89$0.08$0.10$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.84$0.12$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.84$0.08$0.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.81$0.08$0.08$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.79$0.07$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.01$0.80$0.08$0.10$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.33$0.07$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.07