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Wright Tavern Legacy Trust FY2023 filing

Tax-deductible

Concord, MA501(c)(3)Since 2022Religion EIN 87-3687449Revenue $479K in FY2023

On file with the IRSwrighttavern.org20 Lexington Rd, 01742-2525 · Concord, MATax-exempt since Jul 2022Supporting org, Type I — 509(a)(3)

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The mission of the WTLT is to enable Wright Tavern to take its rightful place in telling the stories of Concord's history and the founding of the United States - with a focus on protecting self-determination and democracy.

501(c)(3) charity; gifts are tax-deductible.
86¢ 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
2 of 3
filings with a surplus
Average surplus $161K a year · 43% of revenue · last 3 filings
Fine: a surplus in 2 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
30 mo
of spending, in cash
Looks good: 30.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $128K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$611K
54% of total assets
Fine: liabilities are 54% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$479K
+404% vs prior year
Spent
$55K
To programs
86%
Net assets
$513K
By yearFY2022–FY2025
Revenue
$479K
FY2023▲ +404%
Tap a bar for its year
Revenue by fiscal year
FY2022$95K
FY2023$479K
FY2024$238K
FY2025$397K
Expenses
$55K
FY2023
Tap a bar for its year
Expenses by fiscal year
FY2022Not on file
FY2023$55K
FY2024$260K
FY2025$316K
Net assets
$513K
FY2023▲ ×14
Tap a bar for its year
Net assets by fiscal year
FY2022−$42K
FY2023$513K
FY2024$491K
FY2025$572K

From the FY2023 Form 990 · 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 Jul 2022.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $48K Management & general 14% · $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

6 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Melvin Bernstein
Trustee - Historian
$0Pt VII · Sec A
Douglas Baker
Trustee - Historian
$0Pt VII · Sec A
$0Pt VII · Sec A
Shelley Hawks
Secretary
$0Pt VII · Sec A
See Wright Tavern Legacy Trust 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 15aNo
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Preserves and shares Concord's history, focusing on self-determination and democracy.

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Provided by the organization

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1 program · $48K · in their own filed words · FY2023
01

The mission for the Wright Tavern is to create a gathering place, an educational center for meetings, events and reenactments, where refreshments can be enjoyed and one can become immersed in the history of the Wright Tavern.

$48Kprogram 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
Fidelity Investments Charitable Gift FundFY2024$62K
Neil and Anna Rasmussen FoundationFY2024$25K
Donor Advised Charitable Giving INCFY2024$25K
Edwin M Johnston JR Family FoundationFY2024$15K
Total grants receivedfrom 4 funders$128K
See all 4 funders →

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$479K
Ln 12
Gifts and grantsLn 1h$479K
Money outPt IX
$55K
Ln 25
Programscol B$48K
Managementcol C$8K
Owns and owesPt X
$513K
net assets · Ln 32
Cash and savingsLn 1–2$140K
Total assetsLn 16$1.1M
LiabilitiesLn 26$611K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$479K
Total revenueLn 12$479K
Assets in detailPt X, end of year
CashLn 1$140K
Cash and savings togetherLn 1–2$140K
Land, buildings, equipmentLn 10c$387K
Other assetsLn 15$357K
Total assetsLn 16$1.1M
LiabilitiesLn 26$611K
Net assetsLn 32$513K
OperationsPt I, VI
EmployeesI 50
VolunteersI 68
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$41K$140K
Land, buildings, equipmentLn 10c$387K
Total assetsLn 16$41K$1.1M
LiabilitiesLn 26$30K$611K
Net assetsLn 32$11K$513K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$1K$1K
Other fees for servicesLn 11g$4K$4K
Office expensesLn 13$435$435
OccupancyLn 16$48K$48K
InsuranceLn 23$3K$3K
Total functional expensesLn 25$55K$48K$8K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $397K$316K$81K$572K 990 PDF
FY2024 $238K$260K−$22K$491K 990 PDF
FY2023 Viewing $479K$55K$423K$513K 990 PDF
FY2022 $95K−$42K 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 $478,842 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $50,000$478,842
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenuePrior year $44,494$0
I-12 Total revenuePrior year $94,494$478,842
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $83,798$55,460
I-18 Total expensesPrior year $83,798$55,460
I-19 Revenue less expensesPrior year $10,696$423,382
Part VI · Governance 6 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $478,842 across 3 lines filed
VIII-1f All other contributions, gifts and grants$478,842
VIII-1h Total contributions, gifts and grants$478,842
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$478,842
Part IX · Statement of functional expenses $55,460 across 5 lines filed
IX-11c Accounting feesManagement $1,000$1,000
IX-11g Other fees for servicesManagement $3,628$3,628
IX-13 Office expensesManagement $435$435
IX-16 OccupancyPrograms $47,599$47,599
IX-23 InsuranceManagement $2,798$2,798
IX-25 Total functional expensesPrograms $47,599 · Management $7,861 · Fundraising $0$55,460
Part X · Balance sheet $1,124,219 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $41,156$139,836
X-3 Pledges and grants receivable$240,780
X-10c Land, buildings and equipment, net$386,946
X-15 Other assets$356,657
X-16 Total assetsStart of year $41,156$1,124,219
X-17 Accounts payable and accrued expenses$166,080
X-25 Other liabilities$415,064
X-26 Total liabilitiesStart of year $30,000$611,144
X-27 Net assets without donor restrictionsStart of year $11,156$383,075
X-28 Net assets with donor restrictions$130,000
X-32 Total net assets or fund balancesStart of year $11,156$513,075
X-33 Total liabilities and net assetsStart of year $41,156$1,124,219
Part XI · Reconciliation of net assets $513,075 net assets at year end
XI-1 Total revenue$478,842
XI-2 Total expenses$55,460
XI-3 Revenue less expenses$423,382
XI-4 Net assets at start of year$11,156
XI-8 Prior period adjustments$78,537
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$513,075

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

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