Orlando R Smith Trust

EIN: 237352670 501(c)(3) Arts, Culture & Humanities

Westerly, RI

Total Revenue
$123,063
Total Expenses
$106,707
Total Assets
$1,183,600
Net Assets
$1,182,115
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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
RI
Principal Officer
Andrew Rogers
Phone
4015965704
Tax Period
2025-01-01 to 2025-12-31

Orlando R Smith Trust, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $123K in total revenue in fiscal year 2025. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $107K left a modest 13% surplus.

Mission

To maintain an historic Georgian Mansion museum and grounds (circa 1734) for educational purposes and for the general public.

Program Service Accomplishments

Program 1
Expenses: $83,396

The Trust is organized to maintain an historic Museum with period furnishings, circa 1734, for the general public (over 1,000 visitors annually) and to provide educational tours for all area fifth...

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The Trust is organized to maintain an historic Museum with period furnishings, circa 1734, for the general public (over 1,000 visitors annually) and to provide educational tours for all area fifth grade students and teachers (upwards of 400 visitors each school year). The Trust also provides the Museum and Carriage House as the frequent meeting place for both the Westerly Historical Society (several hundred visitors annually) and the Babcock Smith House Docents (several hundred visitors annually).The property, originally a working farm of over 600 acres, was owned by Dr Joshua Babcock, one of Rhode Island's most prominent citizens. Dr Babcock (1707-1783) was the first Rhode Islander graduated from Yale College, was a medical doctor studied in Boston and London, was appointed Major General of the Rhode Island Militia, and a member of the Rhode Island General Assembly who presided over the Supreme Court of Rhode Island as Chief Justice for sixteen years. Dr Babcock was a correspondent with Dr Benjamin Franklin, and hosted both Franklin and General George Washington at the home.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $54,314
Program Service Revenue $7,817
Investment Income $37,872
Other Revenue $23,060
TOTAL REVENUE $123,063

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $10,333
Program Expenses $83,396
Other Expenses $106,707
TOTAL EXPENSES $106,707

Year-over-Year Comparison

2025 2024 Change
Revenue $123,063 $205,653 -0.4%
Expenses $106,707 $120,362 -0.1%
Net Income $16,356 $85,291 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
10
Employees
N/A
Volunteers
50

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$0
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Maureen J Bjorkland Treasurer 4.00
Officer Director
$0 $0 $0
Andrew C Rogers Chair 6.00
Officer Director
$0 $0 $0
Hugh Barton Trustee 3.00
Director
$0 $0 $0
Susan S Brocato Trustee 3.00
Director
$0 $0 $0
Betty-Jo Cugini Trustee 3.00
Director
$0 $0 $0
Edward A Fazio Trustee 4.00
Director
$0 $0 $0
Ellen L Madison Trustee 4.00
Director
$0 $0 $0
Tim Babcock Trustee 3.00
Director
$0 $0 $0
Thomas Gulluscio Trustee 3.00
Director
$0 $0 $0
Linda Smith Chafee Trustee 4.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $123,063 $106,707 $1,183,600 $16,356
2024 $205,653 $120,362 $1,130,648 $85,291
2023 $96,072 $85,623 $992,835 $10,449
2022 $83,285 $83,068 $919,592 $217
2021 $95,155 $74,790 $1,025,899 $20,365
2020 $73,687 $77,601 $948,101 $-3,914
2019 $79,063 $96,252 $897,324 $-17,189
2018 $117,110 $89,887 $846,487 $27,223
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