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Royall House Association FY2023 filing

Tax-deductible

Medford, MA501(c)(3) EIN 04-6046749Revenue $184K in FY2023

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.
67¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
25 mo
of spending, in cash
Plus $793K in investments, Pt X · Ln 11–13
Looks good: 24.7 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
$3K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$184K
-48% vs prior year
Spent
$134K
To programs
67%
Net assets
$1.1M
By yearFY2020–FY2025
Revenue
$184K
FY2023▼ -48%
Tap a bar for its year
Revenue by fiscal year
FY2020$148K
FY2021$304K
FY2022$355K
FY2023$184K
FY2024$722K
FY2025$390K
Expenses
$134K
FY2023▼ -32%
Tap a bar for its year
Expenses by fiscal year
FY2020$88K
FY2021$177K
FY2022$197K
FY2023$134K
FY2024$206K
FY2025$352K
Net assets
$1.1M
FY2023▼ -3%
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 FY2023 Form 990 (year ending March 2023) · see the original

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You’re viewing the FY2023 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

67 cents of each dollar spent went to programs.

Program services 67% · $90K Management & general 27% · $36K Fundraising 6% · $8K

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

14 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Peter Gittleman
Co-President & Treasurer
$0Pt 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
Communications 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 · $90K · in their own filed words · FY2022
01

The royall house and slave quarters had an amazing FY23. We were featured in the new short film "legacy of courage: black changemakers in massachusetts past, present, and future" which will be distributed to schools statewide. We hosted college students for on-site internships from boston college, tufts university, and clark university.

$90Kprogram 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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$184K
Ln 12
Gifts and grantsLn 1h$107K
Investment incomeLn 3$49K
Other incomeLn 4–11$16K
Money outPt IX
$134K
Ln 25
Programscol B$90K
Managementcol C$36K
Fundraisingcol D$8K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$276K
Total assetsLn 16$1.1M
LiabilitiesLn 26$3K
PeoplePt VI, VII
14
listed · VII A
PaidVII A0
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$107K
Fees for servicesLn 2g$11K
Investment incomeLn 3$49K
Other incomeLn 4–11$16K
Gains on assetsLn 7$33K
Total revenueLn 12$184K
Assets in detailPt X, end of year
CashLn 1$276K
Cash and savings togetherLn 1–2$276K
InvestmentsLn 11–13$793K
Other assetsLn 15$0
Total assetsLn 16$1.1M
LiabilitiesLn 26$3K
Net assetsLn 32$1.1M
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 FY23End FY23
Cash and savingsLn 1–2$258K$276K
InvestmentsLn 11–13$829K$793K
Total assetsLn 16$1.1M$1.1M
LiabilitiesLn 26$2K$3K
Net assetsLn 32$1.1M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$62K$47K$7K$7K
Other salaries and wagesLn 7$7K$7K
Payroll taxesLn 10$7K$5K$725$725
Accounting feesLn 11c$8K$8K
Investment management feesLn 11f$7K$7K
Office expensesLn 13$895$895
InsuranceLn 23$10K$4K$6K
Other expenses (24a–d)Ln 24$28K$24K$4K
All other expensesLn 24e$4K$2K$2K
Total functional expensesLn 25$134K$90K$36K$8K

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 Viewing $184K$134K$50K$1.1M 990 PDF
FY2022 $355K$197K$158K$1.1M 990 PDF
FY2021 $304K$177K$127K$940K 990 PDF
FY2020 $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 FY2023 990 (6 parts)
Part I · Summary $183,676 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $276,040$107,432
I-9 Program service revenuePrior year $4,811$11,000
I-10 Investment incomePrior year $60,494$49,360
I-11 Other revenuePrior year $13,424$15,884
I-12 Total revenuePrior year $354,769$183,676
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 $64,594$75,513
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $131,944$58,550
I-18 Total expensesPrior year $196,538$134,063
I-19 Revenue less expensesPrior year $158,231$49,613
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
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 $183,676 across 8 lines filed
Lines not itemized here account for $224 of total revenue; see the IRS return.
VIII-1b Membership dues$6,310
VIII-1f All other contributions, gifts and grants$101,122
VIII-1h Total contributions, gifts and grants$107,432
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,000$11,000
VIII-3 Investment incomeExcluded from tax $16,534$16,534
VIII-6 Net rental income or lossExcluded from tax $15,660$15,660
VIII-7 Net gain or loss on sales of assetsExcluded from tax $32,826$32,826
VIII-12 Total revenueRelated to mission $11,224 · Unrelated business $0 · Excluded from tax $65,020$183,676
Part IX · Statement of functional expenses $134,063 across 9 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $47,490 · Management $7,260 · Fundraising $7,260$62,010
IX-7 Other salaries and wagesPrograms $6,642$6,642
IX-10 Payroll taxesPrograms $5,411 · Management $725 · Fundraising $725$6,861
IX-11c Accounting feesManagement $8,000$8,000
IX-11f Investment management feesManagement $7,307$7,307
IX-13 Office expensesManagement $895$895
IX-23 InsurancePrograms $4,115 · Management $5,850$9,965
IX-24 Other expenses (24a–d)Programs $24,365 · Management $3,981$28,346
IX-24e All other expensesPrograms $2,429 · Management $1,608$4,037
IX-25 Total functional expensesPrograms $90,452 · Management $35,626 · Fundraising $7,985$134,063
Part X · Balance sheet $1,070,681 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $257,710$275,581
X-8 Inventories for sale or useStart of year $2,309$1,658
X-11 Publicly traded securitiesStart of year $829,330$793,442
X-15 Other assetsStart of year $8,470$0
X-16 Total assetsStart of year $1,097,819$1,070,681
X-17 Accounts payable and accrued expensesStart of year $2,327$3,461
X-26 Total liabilitiesStart of year $2,327$3,461
X-27 Net assets without donor restrictionsStart of year $1,095,492$1,067,220
X-32 Total net assets or fund balancesStart of year $1,095,492$1,067,220
X-33 Total liabilities and net assetsStart of year $1,097,819$1,070,681
Part XI · Reconciliation of net assets $1,067,220 net assets at year end
XI-1 Total revenue$183,676
XI-2 Total expenses$134,063
XI-3 Revenue less expenses$49,613
XI-4 Net assets at start of year$1,095,492
XI-5 Net unrealized gains (losses) on investments−$77,885
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,067,220

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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