THE RHODE ISLAND HISTORICAL SOCIETY Charity Report

Public IRS 990 nonprofit record

THE RHODE ISLAND HISTORICAL SOCIETY

EIN 05-0259110 · Arts, Culture & Humanities (A82Z)

What they do

THE RHODE ISLAND HISTORICAL SOCIETY, THROUGH ITS COLLECTIONS, MUSEUMS, and EDUCATIONAL INITIATIVES, WELCOMES EVERYONE to ENGAGE WITH RHODE ISLANDS COMPLEX and SIGNIFICANT PAST.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $71.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders29 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

67.78%of revenue went to mission work71.5% of expenses · Program services

7.56%of revenue went to fundraising8.0% of expenses

$94.82spent for every $100 of revenueRevenue covered expenses this year.

19.48%of revenue went to management and office costs20.5% of expenses

$8.44in assets for every $1 spent this yearSome assets cannot be spent right away.

50.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $191,169 for C MORGAN GREFE PHD (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,988,855

Mission workProgram services$2,703,62267.78% of revenue71.5% of expenses

ManagementOffice and general costs$777,08519.48% of revenue20.5% of expenses

FundraisingAsking for donations$301,5257.56% of revenue8.0% of expenses

Revenue left after expensesReported annual surplus$206,6235.18% of revenueShown in gray on the chart

Total expenses$3,782,23294.82% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 71.5% mission · 20.5% management · 8.0% fundraisingTotal expenses: 94.82% of revenue

2023Expense mix: 69.1% mission · 22.2% management · 8.7% fundraisingTotal expenses: 111.21% of revenue

2022Expense mix: 65.2% mission · 26.5% management · 8.3% fundraisingTotal expenses: 75.74% of revenue

2021Expense mix: 64.8% mission · 24.6% management · 10.7% fundraisingTotal expenses: 87.42% of revenue

2020Expense mix: 64.6% mission · 26.9% management · 8.5% fundraisingTotal expenses: 68.37% of revenue

2019Expense mix: 65.3% mission · 26.7% management · 8.0% fundraisingTotal expenses: 142.03% of revenue

2018Expense mix: 66.4% mission · 26.4% management · 7.2% fundraisingTotal expenses: 72.48% of revenue

2017Expense mix: 59.5% mission · 36.5% management · 4.0% fundraisingTotal expenses: 115.12% of revenue

Money in and money out

Revenue$3,988,855

Expenses$3,782,232

Annual surplus $206,623 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$2,703,622 · 71.5% of expenses

Management and office costs$777,085 · 20.5% of expenses

Fundraising$301,525 · 8.0% of expenses

See all reported dollar amounts

Revenue$3,988,855

Expenses$3,782,232

Assets$31,927,126

Income$12,832,559

Contributions$1,998,550

Mission work (program services)$2,703,622

Fundraising$301,525

Management and general$777,085

Executive compensation (total)$171,376

Stocks and bonds$25,655,186

Accounting fees$21,000

Investing fees$158,505

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

C MORGAN GREFE PHDEXECUTIVE DIRECTOR · 38 hrs/week $191,169Base $176,739 · Other $14,430

CHARMYNE GOODFELLOWDEPUTY EXECUTIVE DIRECTOR · 38 hrs/week $123,900Base $106,134 · Other $17,766

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (29)

C MORGAN GREFE PHDEXECUTIVE DIRECTOR

CHARMYNE GOODFELLOWDEPUTY EXECUTIVE DIRECTOR

LORI J LOUSARARIAN ESQTRUSTEE

WINIFRED E BROWNELL PHDVICE CHAIR

THEODORE W SMALLETZTRUSTEE THROUGH SEP 2024

STANLEY WEISSTRUSTEE

ROBERTA E GOSSELINCHAIR

ROBERT H SLOAN JRTRUSTEE

PETER J MINIATI CFP JDSECRETARY

PETER ROSSITRUSTEE AS OF JUN 2025

PAUL R WILLIAMSTRUSTEE

PAUL A CROCE SCDTRUSTEE THROUGH NOV 2024

MICHAEL L BAKER JR CPATRUSTEE

MICHAEL GERHARDTTRUSTEE THROUGH FEB 2025

MEAGHAN E KELLY ESQTRUSTEE THROUGH SEP 2024

MARK F HARRIMANTREASURER

LUTHER W SPOEHR PHDTRUSTEE AS OF NOV 2024

ALICIA J SAMOLIS JDTRUSTEE

LAURA KENERSONTRUSTEE AS OF JUN 2025

LANE TALBOT SPARKMANTRUSTEE

JP COUTURETRUSTEE AS OF JUN 2025

JOSEPH T GALINDO JRTRUSTEE (NOV 2024 THROUGH FEB 2025)

JEANNETTE E RILEY PHDTRUSTEE THROUGH MAY 2025

FRANK MAURAN IVTRUSTEE

FRANK J FALTUSTRUSTEE AS OF NOV 2024

ERIN STEVENSONEX-OFFICIO

DENISE GALLOTRUSTEE AS OF NOV 2024

CHARLOTTE CARRINGTON-FARMER PHDTRUSTEE

ALLETTA MORRIS COOPERTRUSTEE THROUGH NOV 2024

About this charity

Recognized since: January 1925
Location: 110 BENEVOLENT ST, PROVIDENCE, RI 02906-3152
County: Providence
In care of: CHRISTIANA MORGAN GREFE
Primary officer: CHRISTIANA MORGAN GREFE, EXECUTIVE DIRECTOR

How to reach them

WebsiteVisit the charity’s website Phone(401) 331-8575

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: MULLEN SCORPIO & CERILLI
NTEE classification: Arts, Culture & Humanities (A82Z)
IRS tax category: Historical Sites