2026-07-24T14:14:07-05:00 2025-12-31 043037870 BOLLUS LYNCH LLP 89 SHREWSBURY STREET WORCESTER MA 01604 990 2025-01-01 222474846 OLD YORK HISTORICAL SOCIETY OLDY 2073634974 PO BOX 312 YORK ME 03909 CATHERINE DUFFY EXECUTIVE DIRECTOR 2073634974 2026-07-24 1 JAMES JOHNSTON P02149189 5087557107 2026-07-23 2025 2025-03-06 01:10:19Z CATHERINE DUFFY PO BOX 312 YORK ME 03909 964814 0 X WWW.OLDYORK.ORG X 1896 ME THE MISSION OF OLD YORK IS TO CONNECT PEOPLE WITH YORK'S IMPORTANT ROLE I NTHE HISTORY OF NEW ENGLAND. 14 13 33 15 0 0 499336 274920 143317 119158 339306 481813 -3634 71400 978325 947291 0 0 0 0 390429 463142 0 0 58369 540981 504551 931410 967693 46915 -20402 9979593 10498554 35103 72235 9944490 10426319 THE MISSION OF OLD YORK IS TO CONNECT PEOPLE WITH YORK'S IMPORTANT ROLE I NTHE HISTORY OF NEW ENGLAND. 0 0 233308 65903 HISTORIC BUILDINGS AND GROUNDS - THE HISTORIC BUILDINGS, PROPERTIES AND LANDSCAPES THAT OYHS OWNS OR MAINTAINS, TOGETHER ARE ITS SINGLE GREATEST PROGRAM ELEMENT THAT SERVES THE PUBLIC. IN THE CALENDAR YEAR 2025, OLD YORK WAS BEQUEATHED THE HOME AT 68 LINDSAY ROAD, YORK, MAINE. PROBATE IS ONGOING. 227292 20238 EDUCATION AND PROGRAMS - YORK LIVING HISTORY, THE OYHS HISTORICAL IMMERSION EXPERIENCE FOR ALL FIFTH GRADERS IN THE YORK PUBLIC SCHOOLS, ONCE AGAIN WELCOMED STUDENTS IN 2025. OUR HISTORIC BUILDINGS WERE OPEN TO THE PUBLIC AND CHILDREN 18 AND UNDER WERE GIVEN FREE ADMISSION. OTHER PUBLIC PROGRAMS SUCH AS THE LIVING HISTORY DAY, HALLOWEEN, LIGHTING OF THE PUMPKINS, YULETIDE ACTIVITIES, JULY 4TH, 125TH OPEN HOUSE EVENT, AND FREE ZOOM LECTURES ROUNDED OUT THE YEAR. 212656 33918 EXHIBITIONS - ADDITIONS TO THE MUSEUM'S REMICK GALLERY'S BEST OF YORK EXHIBITION INCLUDED A SET OF THREE 18TH CENTURY MOURNING RINGS ASSOCIATED WITH THE PEPPERRELL FAMILY OF KITTERY POINT, MAINE. A CASE IN THE MUSEUM VISITOR CENTER LOBBY FEATURED A SELECTION OF EARLY LOANS TO THE OLD GAOL MUSEUM, PART OF OLD YORK'S CELEBRATION OF THE 125TH ANNIVERSARY OF THE FOUNDING OF THE MUSEUM. THE MARSHALL STORE GALLERY CONTINUED EXHIBITIONS OF CONTEMPORARY ART IN 2025. 673256 1 1 0 0 0 0 1 1 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 1 33 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 ME X CATHERINE DUFFY 2073634974 PO BOX 312 YORK ME 03909 LYDIA BLUME TREASURER 1.00 X X 0 0 0 THOMAS HARDIMANJR VICE PRESIDENT 1.00 X X 0 0 0 CHERYL FARLEY PRESIDENT 1.00 X X 0 0 0 MARLA JOHNSON SECRETARY 4.00 X X 0 0 0 CHRISTOPHER AYER TRUSTEE 1.00 X 0 0 0 ELAINE BURNHAM TRUSTEE 1.00 X 0 0 0 ARTHUR BRENNAN TRUSTEE 1.00 X 0 0 0 COLEBY MANTZ MANCINI TRUSTEE 1.00 X 0 0 0 ROBERT MCCARTHY TRUSTEE 1.00 X 0 0 0 MEREDITH GOODWIN TRUSTEE 1.00 X 0 0 0 TOM DUNN TRUSTEE 1.00 X 0 0 0 HENRY WEEKS TRIMBLE III EMERITUS TRUSTEE 1.00 X 0 0 0 SARAH CARROLL TRUSTEE 1.00 X 0 0 0 LOUISE BAKER TRUSTEE 1.00 X 0 0 0 JOEL LEFEVER EXECUTIVE DIRECTOR 40.00 X 71500 0 45145 71500 0 45145 0 0 0 0 0 25110 37378 212432 26771 274920 PROGRAM SERVICE REVENU 611420 119158 119158 119158 119065 119065 368354 5606 362748 362748 362748 5926 37378 10262 -4336 -4336 2556 1655 901 901 OTHER INCOME 900099 74835 74835 74835 947291 194894 0 477477 X 71500 45760 14300 11440 286960 164543 95207 27210 76024 44602 23225 8197 28658 16813 8755 3090 20000 20000 38159 38159 149619 149619 9028 1557 5135 2336 9751 1420 8043 288 96206 95094 1112 147 132 15 122127 110713 11414 21490 17192 4298 PROGRAM SERVICES 14900 14900 TELEPHONE & INTERNET 11189 6536 2711 1942 MISCELLANEOUS 8850 4375 2331 2144 BANK AND CREDIT CARD FE 2351 1363 988 734 734 967693 673256 236068 58369 297490 294902 95520 1238 1707 1256 3446 8640 4046734 1190231 2779374 2856503 6800818 7337253 9979593 10498554 25543 65078 2500 9560 4657 35103 72235 X 3612644 3754511 6331846 6671808 9944490 10426319 9979593 10498554 X -20402 244221 258010 X 0 1 X 1 0 X 323972 188163 167808 473303 349755 1503001 323972 188163 167808 473303 349755 1503001 224453 1278548 220432 443506 116619 106020 119065 1005642 2508643 0.50970 0.47450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100 1 0 1.00 X X X 0 6431810 74835 802612 385813 6923444 6280442 631288 479920 6431810 5786914 807415 313887 6280442 7105594 11943 -899960 430663 5786914 6481552 919612 295570 7105594 0.05137 0.94863 1 0 3919631 1170685 2748946 127103 19546 107557 2856503 BENEFICIAL INTEREST IN CHARITABLE TRUST 1628016 F H.M. PAYSON 743725 F SCHWAB 4965512 F 7337253 1421625 244221 268272 512493 909132 38159 38159 947291 939796 10262 10262 929534 38159 38159 967693 PART III, LINE 1A: IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY MUSEUMS, THE ARTIFACTS, BOOKS, MANUSCRIPTS, AND HISTORICAL BUILDINGS PURCHASED AND DONATED ARE NOT INCLUDED IN THE STATEMENT OF FINANCIAL POSITION. THESE COLLECTIONS ARE NOT HELD FOR FINANCIAL GAIN. THE SOCIETY EMPLOYS A CURATOR TO ENSURE THE COLLECTIONS ARE PROTECTED, CARED FOR AND PRESERVED. ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS WOULD BE REINVESTED IN OTHER COLLECTION ITEMS. PART V, LINE 4: THE SOCIETY'S ENDOWMENT CONSISTS OF DONOR RESTRICTED FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED OR LEGAL RESTRICTIONS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE SOCIETY CLASSIFIES AS DONOR RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS NON-EXPENDABLE NET ASSETS IS CLASSIFIED AS EXPENDABLE NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE SOCIETY IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY STATE LAW. IN ACCORDANCE WITH THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT, THE SOCIETY CAN CONSIDER THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR RESTRICTED ENDOWMENT FUNDS: THE DURATION AND PRESERVATION OF THE FUND; THE PURPOSES OF THE SOCIETY AND THE DONOR RESTRICTED ENDOWMENT FUND; GENERAL ECONOMIC CONDITIONS; THE POSSIBLE EFFECT OF INFLATION AND DEFLATION; THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS; OTHER RESOURCES OF THE SOCIETY; AND THE INVESTMENT POLICIES OF THE SOCIETY. THE SOCIETY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ITS ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR ITS PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD, THE SOCIETY'S INVESTMENT COMMITTEE SHALL SEEK TO INVEST THE ENDOWMENT FUNDS IN SUCH A MANNER THAT THE INVESTMENTS WILL PROVIDE A SPENDABLE RETURN CONSISTENT WITH A LONG-TERM GOAL OF PRESERVING THE FUNDS IN REAL TERMS. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE SOCIETY RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE SOCIETY HAS INVESTED IN A MUTUAL FUND DESIGNATED FOR INSTITUTIONS THAT TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. THE SOCIETY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR ACTUAL INCOME PLUS REALIZED AND UNREALIZED GAINS AND LOSSES OF UP TO 5% OF THE ENDOWMENT'S AVERAGE QUARTERLY MARKET VALUE OVER THE PREVIOUS 3 YEARS. IN ESTABLISHING THIS POLICY, THE SOCIETY HAS CONSIDERED A LONG-TERM EXPECTED REAL RETURN THAT IS CONSISTENT WITH THE OBJECTIVE OF MAINTAINING THE INFLATION-ADJUSTED PURCHASING POWER OF THE ENDOWMENT. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR-IMPOSED RESTRICTIONS REQUIRE THE SOCIETY TO RETAIN AS A FUND OF PERPETUAL DURATION. THE SOCIETY MAY APPROPRIATE FOR EXPENDITURE FROM THESE UNDERWATER ENDOWMENT FUNDS IN ACCORDANCE WITH THE PRUDENT MEASURES PRESCRIBED BY STATE LAW. AS OF DECEMBER 31, 2025, FUNDS WITH AN ORIGINAL GIFT VALUE OF $3,166,582 WERE UNDERWATER BY $21,716. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN CHARITABLE TRUST 258,010. DIRECT COST OF FUNDRAISING EVENTS 10,262. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT COST OF FUNDRAISING EVENTS 10,262. 125TH PERKINS PARTY 43304 37378 5926 10262 43304 37378 5926 10262 10262 -4336 X 2 26262 FMV X DONATED PROPERTY 1 0 X COLLECTION ITEMS 1 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATIONS MEMBERS HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATIONS GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A DUES PAYING MEMBERS ELECT TRUSTEES AND OFFICERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN THE BY-LAWS MUST BE VOTED ON BY MEMBERS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 8B THE SOCIETY KEEPS WRITTEN MINUTES OF ALL BOARD MEETINGS AND MOST COMMITTEE MEETINGS. THEY ARE GENERATED AND PRESENTED TO THE BOARD FOR ITS APPROVAL AT THE NEXT REGULAR MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES AND EXECUTIVE DIRECTOR REVIEWS A COPY OF THE TAX RETURN BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE ASKED TO FILL OUT A DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE BOARD OF TRUSTEES. THE NEW ENGLAND MUSEUM ASSOCIATION'S SALARY SURVEY IS USED FOR COMPARABLE DATA FOR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 THE DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 149,619. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,619. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST 258,010.