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Pilgrim Society

Tax-deductible

Plymouth, MA501(c)(3)Arts & CultureEIN 23-7282033

To foster greater awareness of the Pilgrims and early Plymouth Colony as a complex narrative of America's beginnings, and of Plymouth's evolving histories, through preservation, exhibition and education.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Run by 30 volunteers and 12 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $164K a year · 13% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
6 mo
of spending, in cash
Looks good: 5.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $213K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$637K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.6M
+115% vs prior year
Spent
$2.8M
To programs
91%
Net assets
$7.5M
By yearFY2019–FY2024
Revenue
$2.6M
FY2024▲ +115%
Revenue by fiscal year
FY2019$1.5M
FY2020$502K
FY2021$843K
FY2022$791K
FY2023$1.2M
FY2024$2.6M
Expenses
$2.8M
FY2024▲ +231%
Expenses by fiscal year
FY2019$718K
FY2020$618K
FY2021$658K
FY2022$765K
FY2023$844K
FY2024$2.8M
Net assets
$7.5M
FY2024+0.5%
Net assets by fiscal year
FY2019$6.8M
FY2020$7.1M
FY2021$7.5M
FY2022$6.6M
FY2023$7.5M
FY2024$7.5M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item CPilgrim Society
EINHdr · item D23-7282033
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFApr 1973
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CPlymouth, MA
NTEE classificationIRS BMFArts & Culture (A82Z)
WebsiteHdr · item Jwww.pilgrimhallmuseum.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.91 Management & general $0.02 Fundraising $0.06
Program services91%$2.6M
Management & general2%$65K
Fundraising6%$176K
Total functional expensesLn 25$2.8M

Finances

Money in and out, what it owns and owes

Spent on programs
91%
of spending reaches programs▲ +8% vs prior filing year
Months of spending covered by cash
25.0mo
months of spending covered by cash and easy-to-sell investments▼ -65% vs prior filing year
Surplus or deficit
-8%
as % of revenue, this year▼ -127% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total assets
$8.1M
FY2024▲ +7%
Total assets by fiscal year
FY2019$6.8M
FY2020$7.1M
FY2021$7.6M
FY2022$6.7M
FY2023$7.6M
FY2024$8.1M
Total liabilities
$637K
FY2024▲ +475%
Total liabilities by fiscal year
FY2019$40K
FY2020$52K
FY2021$57K
FY2022$67K
FY2023$111K
FY2024$637K
Revenue less expensesPt I · Ln 19−$204K
Total assetsPt X · Ln 16$8.1M
Spent on programsPt IX · col B91%
Voting members of governing bodyPt I · Ln 312
Independent voting membersPt I · Ln 412

Balance Sheet

Part X · end of year
CashLn 1$1.3M
Total assetsLn 16$8.1M
Total liabilitiesLn 26$637K
Total net assetsLn 32$7.5M
Months of cash on handcomputed5.7

Statement of Revenue

Part VIII
Contributions & grants$2.2M · 85%
Investment income$173K · 7%
Program service revenue$151K · 6%
Other revenue$72K · 3%
Contributions & grants85%$2.2M
Investment income7%$173K
Program service revenue6%$151K
Other revenue3%$72K
— government grantsLn 1e$7K
Total revenueLn 12$2.6M

Money in detail

Form 990 · FY2024 · each figure shown with the dollars behind it
Cash and giving out
Months of spending covered by cash
Cash and easy-to-sell investments $5.8M · Operating expenses/yr $2.8M
25.0 months
Where the money goes
Program services
Program services $2.6M · Total expenses $2.8M
91%
Management & General
Management & general $65K · Total expenses $2.8M
2%
Fundraising
Fundraising $176K · Total expenses $2.8M
6%
Cost to raise $1
Fundraising expense (3-yr avg) $111K · Solicited contributions (3-yr avg) $1.1M
$0.10 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $2.2M · Total revenue $2.6M
85%
Government reliance
Government grants $7K · Total revenue $2.6M
0.3%
Earned-income share
Program service revenue $151K · Total revenue $2.6M
6%
Investment reliance
Investment income $173K · Total revenue $2.6M
+7%
Program self-sufficiency
Program service revenue $151K · Total expenses $2.8M
5%
Growth & trend
Revenue change from last year
This year $2.6M · Prior year $1.2M
+115%
Revenue, average yearly change over 5 years
FY2019 $1.5M · FY2024 $2.6M
+12%
Net assets change over the year
End of year $7.5M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus or deficit, as % of revenue
Revenue $2.6M · Expenses $2.8M
-8%
Debts compared to what it owns
Total liabilities — · Total assets $8.1M
—
Net assets compared to what it owns
Net assets $7.5M · Total assets $8.1M
92%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $4.5M · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $8.1M
55%
People & payroll
Highest Reported Total Compensation
Individual Bruce Bartlett · Reported title Vice President · Highest reported compensation $0 · Total expenses $2.8M
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $419K · Total expenses $2.8M
15%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Spent on programs 91%——
Spent on management, % of spending 2%——
Fundraising cost, % of gifts 8%——
Revenue growth 115%——
Investment manager fees, % of assets 0%——
Legal fees, % of spending 0%——
Accounting fees, % of spending 0%——
Paid fundraiser fees, % of spending 0%——

Straight from the Form 990 — descriptive, not an evaluation. A share is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Bruce Bartlett
Vice President
$0Pt VII · Sec A
David Peck
Director
$0Pt VII · Sec A
Roger Ritch
Director
$0Pt VII · Sec A
Brian Alosi
Vice President
$0Pt VII · Sec A
Benjamin Brewster
Vice President
$0Pt VII · Sec A
Therese Murray
Vice President
$0Pt VII · Sec A
Linda Coombs
Director
$0Pt VII · Sec A
Judy Fosdick
Vice President
$0Pt VII · Sec A
See Pilgrim Society executive salaries →

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Governance & Policies

Part VI
  • 12Voting board membersPt VI · Ln 1a
  • 12Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aYes
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Preserves and educates about the Pilgrims and Plymouth Colony's complex history.

Provided by the organization

This section is blank until Pilgrim Society claims this page.

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Mission & Programs · Part III

Where the work happens

1 program service account for $2.6M of program spending, described in the organization's own filed words · FY2024.
01

As a museum and library, The Pilgrim Society preserves historical artifacts, educates the public, and sponsors multiple events that foster public awareness and understanding of early American History.

$2.6Mprogram expense

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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
Fidelity Investments Charitable Gift FundFY2024$94K
Mary Elizabeth Pearce Foundation TrFY2024$60K
Roberta M Childs Charitable FoundationFY2024$20K
Henry Hornblower Fund INCFY2024$20K
Edgar and Pauline Main Family FoundationFY2024$10K
Tuw Gladys Snow Wood CharitableFY2024$8K
North Easton Savings Bank Charitable Foundation INCFY2024$2K
The Jack Jennings FoundationFY2024$250
Total grants receivedfrom 8 funders$213K
See all 8 funders →

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 Latest Viewing $2.6M$2.8M+115% 990 PDF
FY2023 $1.2M$844K+52% 990 PDF
FY2022 $791K$765K-6% 990 PDF
FY2021 $843K$658K+68% 990 PDF
FY2020 $502K$618K-66% 990 PDF
FY2019 $1.5M$718K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2024

Every line we hold from the return, cited to its Part and line.
Part VIII · Statement of revenue $2,587,666 across 12 lines filed
Lines not itemized here account for $32,942 of total revenue; see the IRS return.
VIII-1b Membership dues$21,985
VIII-1c Fundraising events$25,945
VIII-1e Government grants$6,833
VIII-1f All other contributions, gifts and grants$2,136,475
VIII-1h Total contributions, gifts and grants$2,191,238
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $151,340$151,340
VIII-3 Investment incomeExcluded from tax $95,143$95,143
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $39,260$39,260
VIII-7 Net gain or loss on sales of assetsExcluded from tax $77,743$77,743
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $184,282 · Excluded from tax $212,146$2,587,666
Part IX · Statement of functional expenses $2,791,812 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $242,181 · Management $21,666 · Fundraising $122,055$385,902
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $20,609 · Management $2,595 · Fundraising $9,413$32,617
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesManagement $23,701$23,701
IX-12 Advertising and promotionPrograms $13,981 · Fundraising $2,670$16,651
IX-13 Office expensesPrograms $12,963 · Management $5,003 · Fundraising $5,934$23,900
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $101,344$101,344
IX-23 InsurancePrograms $24,265$24,265
IX-24 Other expenses (24a–d)Programs $2,094,441 · Management $8,322 · Fundraising $19,157$2,121,920
IX-24e All other expensesPrograms $40,652 · Management $3,965 · Fundraising $16,895$61,512
IX-25 Total functional expensesPrograms $2,550,436 · Management $65,252 · Fundraising $176,124$2,791,812
Part X · Balance sheet $8,136,052 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $891,741$1,315,680
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivableStart of year $263,275$194,138
X-4 Accounts receivableStart of year $8,428$4,645
X-8 Inventories for sale or useStart of year $35,664$40,149
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $2,010,921$1,909,926
X-11 Publicly traded securitiesStart of year $4,197,947$4,492,707
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $167,324$178,807
X-16 Total assetsStart of year $7,575,300$8,136,052
X-17 Accounts payable and accrued expensesStart of year $102,843$629,103
X-25 Other liabilitiesStart of year $7,933$7,933
X-26 Total liabilitiesStart of year $110,776$637,036
X-27 Net assets without donor restrictionsStart of year $6,083,206$6,191,542
X-28 Net assets with donor restrictionsStart of year $1,381,318$1,307,474
X-32 Total net assets or fund balancesStart of year $7,464,524$7,499,016
X-33 Total liabilities and net assetsStart of year $7,575,300$8,136,052
Part XI · Reconciliation of net assets $7,499,016 net assets at year end
XI-1 Total revenue$2,587,666
XI-2 Total expenses$2,791,812
XI-3 Revenue less expenses−$204,146
XI-4 Net assets at start of year$7,464,524
XI-5 Net unrealized gains (losses) on investments$238,638
XI-10 Net assets at end of year$7,499,016

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

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