Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 1,480,127 | 1,903,160 | 3,020,856 | 1,727,463 | 398,906 | 8,530,512 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 1,480,127 | 1,903,160 | 3,020,856 | 1,727,463 | 398,906 | 8,530,512 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 8,530,512 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,480,127 | 1,903,160 | 3,020,856 | 1,727,463 | 398,906 | 8,530,512 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 1,115,847 | 1,092,701 | 1,346,411 | 1,061,075 | 1,096,650 | 5,712,684 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 1,883 | 875 | 1,220 | 35,699 | 1,116 | 40,793 |
| 11 | Total support. Add lines 7 through 10. | 14,308,344 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP MEMBERSHIP CATEGORIES: THE SOCIETY SHALL CONSIST OF INDIVIDUAL, COUPLE, FAMILY, LIFE, BUSINESS, AND INSTITUTIONAL MEMBERS IN GOOD STANDING 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 TRUSTEES AT THE ANNUAL MEETING. MEMBERS DO NOT VOTE TO ELECT OFFICERS OF THE BOARD. OFFICERS ARE ELECTED BY THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE COMPLETED FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO THE TREASURER'S SIGNING AND 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 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 | COMPENSATION PROCESS FOR TOP OFFICIAL THE NEW HAMPSHIRE HISTORICAL SOCIETY IS COMMITTED TO USING ITS RESOURCES EFFICIENTLY AND EFFECTIVELY TO SERVE THE PUBLIC AND FULFILL ITS 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. COMPENSATION PROCESS FOR OFFICERS (SENIOR MANAGERS) THE PRESIDENT OF THE SOCIETY IS RESPONSIBLE FOR ALL ADMINISTRATIVE DETAILS, AND IMPLEMENTATION OF POLICIES, PROGRAMS, AND LONG RANGE OBJECTIVES APPROVED BY THE BOARD OF TRUSTEES. 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 IRS FORM 990 IS AVAILABLE ON THE SOCIETY'S WEBSITE, AT WWW.GUIDESTAR.COM OR BY APPOINTMENT AT THE LIBRARY. 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 AT AVAILABLE BY APPOINTMENT AT THE SOCIETY'S LIBRARY IN CONCORD, NH. |
| FORM 990, PART XI, LINE 9: | CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 3,057. |
| FORM 990, PART XII, LINE 2C | NO CHANGE FROM PRIOR YEAR. |
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