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Royall House Association FY2020 filing

Tax-deductible

Medford, MA501(c)(3) EIN 04-6046749Revenue $148K in FY2020

On file with the IRSroyallhouse.org15 George St, 02155-4513 · Medford, MATax-exempt since Jan 1943Publicly supported charity — 170(b)(1)(A)(vi)

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To preserve, maintain and restore a historical site for public use and education. The Association explores the meanings of freedom and independence before, during and since the american revolution, in context of a household of wealthy loyalists and enslaved africans.

501(c)(3) charity; gifts are tax-deductible.
68¢ of each $1 spent went to programs.
$25K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $158K a year · 45% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
68%
of spending
Fine: 68% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$25K
to officers and key staff · 29% of spending
Worth a look: pay to officers and key staff is 29% of spending; over 20%.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Plus $583K in investments, Pt X · Ln 11–13
Looks good: 12.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $217K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$1K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
16
of 16 voting members
Looks good: 16 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$148K
Spent
$88K
To programs
68%
Net assets
$674K
By yearFY2020–FY2025
Revenue
$148K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$148K
FY2021$304K
FY2022$355K
FY2023$184K
FY2024$722K
FY2025$390K
Expenses
$88K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$88K
FY2021$177K
FY2022$197K
FY2023$134K
FY2024$206K
FY2025$352K
Net assets
$674K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$674K
FY2021$940K
FY2022$1.1M
FY2023$1.1M
FY2024$1.7M
FY2025$1.8M

From the FY2020 Form 990 (year ending March 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 1943.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

68 cents of each dollar spent went to programs.

Program services 68% · $59K Management & general 32% · $28K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

17 people listed on the 990; $25K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Thomas Lincoln
Executive Director
$25,108Pt VII · Sec A
Penny Outlaw
Co-President
$0Pt VII · Sec A
Cuthbert Thomas
Asst. Treasurer
$0Pt VII · Sec A
Jennifer Pustz
Recording Secretary
$0Pt VII · Sec A
Gracelaw Simmons
Communication Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Anne Donaghy
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
See Royall House Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Preserves and restores a historical site, exploring freedom and independence through Loyalist and enslaved African experiences.

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Provided by the organization

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1 program · $59K · in their own filed words · FY2019
01

To preserve, maintain and restore a historical site for public use and education. The royall house and slave quarters hosted nearly 3,000 adult visitors during the year, including 2,490 who toured the property and 510 others who attended public programs, functions and other events at the site.

$59Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
President and Fellows of Harvard CollegeFY2024$100K
Wagner FoundationFY2024$75K
Cummings Foundation Grants INCFY2024$35K
Fidelity Investments Charitable Gift FundFY2024$7K
Total grants receivedfrom 4 funders$217K
See all 4 funders →

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$148K
Ln 12
Gifts and grantsLn 1h$80K
Investment incomeLn 3$42K
Fees for servicesLn 2g$15K
Money outPt IX
$88K
Ln 25
Programscol B$59K
Managementcol C$28K
Owns and owesPt X
$674K
net assets · Ln 32
Cash and savingsLn 1–2$89K
Total assetsLn 16$676K
LiabilitiesLn 26$1K
PeoplePt VI, VII
17
listed · VII A
PaidVII A1
Voting boardVI 1a16
IndependentVI 1b16
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$80K
Fundraising eventsLn 1c$10K
Fees for servicesLn 2g$15K
Investment incomeLn 3$42K
Other incomeLn 4–11$11K
Gains on assetsLn 7$29K
Total revenueLn 12$148K
Assets in detailPt X, end of year
CashLn 1$89K
Cash and savings togetherLn 1–2$89K
InvestmentsLn 11–13$583K
Total assetsLn 16$676K
LiabilitiesLn 26$1K
Net assetsLn 32$674K
OperationsPt I, VI
EmployeesI 58
VolunteersI 650
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$80K$89K
InvestmentsLn 11–13$578K$583K
Total assetsLn 16$662K$676K
LiabilitiesLn 26$945$1K
Net assetsLn 32$661K$674K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$25K$15K$11K
Other salaries and wagesLn 7$9K$9K
Payroll taxesLn 10$4K$2K$1K
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$6K$6K
Other fees for servicesLn 11g$2K$2K
Advertising and promotionLn 12$248$248
Office expensesLn 13$266$11$255
TravelLn 17$276$276
InsuranceLn 23$9K$6K$3K
Other expenses (24a–d)Ln 24$28K$26K$2K
All other expensesLn 24e$2K$1K$1K
Total functional expensesLn 25$88K$59K$28K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $390K$352K$38K$1.8M 990 PDF
FY2024 $722K$206K$516K$1.7M 990 PDF
FY2023 $184K$134K$50K$1.1M 990 PDF
FY2022 $355K$197K$158K$1.1M 990 PDF
FY2021 $304K$177K$127K$940K 990 PDF
FY2020 Viewing $148K$88K$60K$674K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $147,692 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $53,272$80,128
I-9 Program service revenuePrior year $16,186$15,241
I-10 Investment incomePrior year $37,661$41,574
I-11 Other revenuePrior year $15,096$10,749
I-12 Total revenuePrior year $122,215$147,692
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $39,443$37,268
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $58,084$50,468
I-18 Total expensesPrior year $97,527$87,736
I-19 Revenue less expensesPrior year $24,688$59,956
Part VI · Governance 16 of 16 board members independent, no flags
VI-1a Voting members of the governing body16
VI-1b Independent voting members16
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $147,692 across 10 lines filed
Lines not itemized here account for $217 of total revenue; see the IRS return.
VIII-1b Membership dues$5,056
VIII-1c Fundraising events$9,640
VIII-1f All other contributions, gifts and grants$65,432
VIII-1h Total contributions, gifts and grants$80,128
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,241$15,241
VIII-3 Investment incomeExcluded from tax $12,633$12,633
VIII-6 Net rental income or lossExcluded from tax $11,400$11,400
VIII-7 Net gain or loss on sales of assetsExcluded from tax $28,941$28,941
VIII-8 Net income from fundraising eventsExcluded from tax −$868−$868
VIII-12 Total revenueRelated to mission $15,458 · Unrelated business $0 · Excluded from tax $52,106$147,692
Part IX · Statement of functional expenses $87,736 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $14,571 · Management $10,537$25,108
IX-7 Other salaries and wagesPrograms $8,588$8,588
IX-10 Payroll taxesPrograms $2,455 · Management $1,117$3,572
IX-11c Accounting feesManagement $2,175$2,175
IX-11f Investment management feesManagement $6,331$6,331
IX-11g Other fees for servicesManagement $1,968$1,968
IX-12 Advertising and promotionPrograms $248$248
IX-13 Office expensesPrograms $11 · Management $255$266
IX-17 TravelPrograms $276$276
IX-23 InsurancePrograms $6,141 · Management $3,070$9,211
IX-24 Other expenses (24a–d)Programs $26,006 · Management $1,568$27,574
IX-24e All other expensesPrograms $1,140 · Management $1,279$2,419
IX-25 Total functional expensesPrograms $59,436 · Management $28,300 · Fundraising $0$87,736
Part X · Balance sheet $675,681 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $79,957$89,472
X-4 Accounts receivable$25
X-8 Inventories for sale or useStart of year $2,934$3,339
X-11 Publicly traded securitiesStart of year $577,650$582,845
X-16 Total assetsStart of year $661,765$675,681
X-17 Accounts payable and accrued expensesStart of year $945$1,446
X-26 Total liabilitiesStart of year $945$1,446
X-27 Net assets without donor restrictionsStart of year $620,082$609,817
X-28 Net assets with donor restrictionsStart of year $40,738$64,418
X-32 Total net assets or fund balancesStart of year $660,820$674,235
X-33 Total liabilities and net assetsStart of year $661,765$675,681
Part XI · Reconciliation of net assets $674,235 net assets at year end
XI-1 Total revenue$147,692
XI-2 Total expenses$87,736
XI-3 Revenue less expenses$59,956
XI-4 Net assets at start of year$660,820
XI-5 Net unrealized gains (losses) on investments−$46,541
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$674,235

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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