2024-02-07T17:10:46-06:00 2023-03-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-04-01 042105780 THE TRUSTEES OF RESERVATIONS TRUS 6175427696 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 BRIAN THERRIEN CHIEF FINANCIAL OFFICER 6175427696 2024-02-06 1 BRIAN THERRIEN 999009999 1 CRAIG KLEIN P00734640 6177610600 2024-02-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHLEEN THEOHARIDES 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 58883110 0 X WWW.THETRUSTEES.ORG X 1891 MA THE TRUSTEES OF RESERVATIONS PRESERVE, FOR PUBLIC USE AND ENJOYMENT, PROPERTIES OF EXCEPTIONAL SCENIC, HISTORIC, AND ECOLOGICAL VALUE IN MASSACHUSETTS. 22 22 1055 955 644423 100576 52018981 39966545 7329639 9682373 16727447 -2474840 3831295 3311782 79907362 50485860 0 0 0 0 26820582 29932718 445293 400064 6177860 24165829 24948268 51431704 55281050 28475658 -4795190 373027910 356550348 14026751 15614962 359001159 340935386 X THE TRUSTEES PRESERVE, FOR PUBLIC USE AND ENJOYMENT, PROPERTIES OF EXCEPTIONAL SCENIC, HISTORIC, AND ECOLOGICAL VALUE IN MASSACHUSETTS. THE TRUSTEES IS SUPPORTED BY 97,716 MEMBER HOUSEHOLDS IN PROTECTING OVER 130 PUBLICLY-ACCESSIBLE RESERVATIONS COMPRISING OVER 47,000 ACRES. 0 0 23897927 5603997 PROPERTY STEWARDSHIP - THE TRUSTEES OWNS AND MANAGES A STATEWIDE SYSTEM OF SPECIAL PLACES CALLED "RESERVATIONS". OVER 47,000 ACRES ON MORE THAN 100 PROPERTIES FROM THE BERKSHIRE MOUNTAINS IN WESTERN MASSACHUSETTS TO THE BEACHES OF IPSWICH, AND THE ISLANDS OF NANTUCKET AND MARTHA'S VINEYARD - ALL OF WHICH ARE OPEN FOR PUBLIC USE, EDUCATION, AND ENJOYMENT. THE CARE OF THESE PROPERTIES IS HANDLED BY OVER 100 EMPLOYEES SKILLED IN LANDSCAPE MANAGEMENT, HORTICULTURE, ARBORICULTURE AND HISTORIC RESOURCES. OVER ONE MILLION PEOPLE VISIT THE RESERVATIONS EACH YEAR TO WALK, SWIM, FARM, CAMP, PADDLE AND ENJOY THE OUTDOORS WITH FAMILY AND FRIENDS. 14554536 3514867 EDUCATION AND ENGAGEMENT - THROUGH AN AVERAGE OF 5,000 PROGRAMS PER YEAR, THE TRUSTEES HAS DEVELOPED A FOCUSED EDUCATION INITIATIVE USING ITS RESERVATIONS FOR ENGAGING THE SURROUNDING COMMUNITES IN PLACE-BASED EDUCATION. THE GOAL OF THE EDUCATIONAL OUTREACH IS TO PROVIDE PROGRAMS THAT WILL PROMOTE THE COMMUNITIES' UNDERSTANDING AND APPRECIATION OF THEIR NATURAL AND CULTURAL RESOURCES. THE PROGRAM ALSO STRIVES TO DEVELOP THE NEXT GENERATION OF CONSERVATIONISTS WITH A FOCUS ON ENGAGING YOUTH AND DIVERSE, URBAN AUDIENCES IN MAJOR POPULATION CENTERS. 1952227 457792 RESOURCE PROTECTION AND PLANNINGHISTORIC RESOURCES - HISTORIC RESOURCE STAFF MEMBERS ARE RESPONSIBLE FOR THE STEWARDSHIP AND PRESENTATION OF THE TRUSTEES' HISTORIC PROPERTIES INCLUDING 6 NATIONAL LANDMARKS, HISTORIC HOUSE MUSEUMS, ARCHIVAL AND OBJECT COLLECTIONS, GARDENS AND DESIGNED LANDSCAPES. THE DEPARTMENT ALSO ADVISES ON PROJECTS OF AN ARCHAEOLOGICAL NATURE WHERE APPROPRIATE. STRUCTURAL RESOURCES - THE STRUCTURAL RESOURCE PROGRAM WORKS WITH REGIONAL AND ADMINISTRATIVE STAFF TO UNDERSTAND THE NEEDS OF THE TRUSTEES' MORE THAN 250 BUILDINGS AND STRUCTURES. THEY DEVELOP STRATGIES TO REPLACE DEFERRED MAINTENANCE WITH PREDICTABLE SCHEDULED CAPITAL RENEWAL. THE DEPARTMENT ALSO PROVIDES BUILDING RESOURCES, DEVELOPS POLICY AND ADVISES IN THE OVERSIGHT OF BUILDING PROJECTS. 1631113 382491 LAND CONSERVATION - SINCE ITS FOUNDING IN 1891, TTOR HAS HELPED TO PROTECT APPROXIMATELY 67,000 ACRES OF LAND ACROSS MASSACHUSETTS USING A SUITE OF STRATEGIES INCLUDING LAND ACQUISITION, CONSERVATION RESTRICTIONS AND ASSISTANCE TO OTHER LAND ORGANIZATIONS AND AGENCIES. 1631113 382491 42035803 1 1 0 1 0 0 1 1 1 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 542 0 1 1055 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA CT CA FL RI VA NH NY PA MI MD NJ IL IN X MIRZETA MEHULJIC 8573280529 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 EUNICE JOHNSON PANETTA DIR.(UNTIL 10/22)/INTERIM PRES & CEO 40.00 0.00 X X 67488 0 1444 PETER COFFIN CHAIR 5.00 0.00 X X 0 0 0 DAVID CROLL CLERK/SECRETARY 2.00 4.00 X X 0 0 0 BRIAN KINNEY ASSISTANT SECRETARY 2.00 0.00 X X 0 0 0 ROLAND HOCH DIRECTOR 2.00 0.00 X 0 0 0 JULIA KRAPF DIRECTOR 2.00 0.00 X 0 0 0 EDWARD LADD DIRECTOR 2.00 0.00 X 0 0 0 LINDA HAMMETT ORY DIRECTOR (UNTIL 11/1/22) 2.00 2.00 X 0 0 0 THOMAS FRENCH DIRECTOR 2.00 2.00 X 0 0 0 PHYLLIS YALE DIRECTOR 2.00 0.00 X 0 0 0 LAURA DEBONIS DIRECTOR 2.00 0.00 X 0 0 0 MARTIN LEMPRES DIRECTOR 2.00 0.00 X 0 0 0 ELIZABETH DE MONTRICHARD DIRECTOR 2.00 0.00 X 0 0 0 ANDREW BORGGAARD DIRECTOR 2.00 2.00 X 0 0 0 PHILIP EDMUNDSON DIRECTOR 2.00 0.00 X 0 0 0 ROBERT MASON DIRECTOR 2.00 2.00 X 0 0 0 MICHAEL PRIOR DIRECTOR 2.00 0.00 X 0 0 0 G SCOTT UZZELL DIRECTOR 2.00 0.00 X 0 0 0 NEETI BHALLA JOHNSON DIRECTOR (UNTIL 11/1/22) 2.00 0.00 X 0 0 0 WILLIAM CONSTABLE DIRECTOR 2.00 2.00 X 0 0 0 UZOCHI ERLINGSSON DIRECTOR 2.00 0.00 X 0 0 0 ANDREW DAVIS DIRECTOR (UNTIL 11/1/22) 2.00 0.00 X 0 0 0 DR EDWARD GARMEY DIRECTOR 2.00 0.00 X 0 0 0 CYRUS TARAPOREVALA DIRECTOR 2.00 0.00 X 0 0 0 SUKANAYA SODERLAND DIRECTOR 2.00 0.00 X 0 0 0 ELIZABETH JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 PAUL LEECH CHIEF FINANCIAL OFFICER (UNTIL 8/22) 20.00 20.00 X 234877 0 0 CHRISTINE MORIN ASST. CLERK, CHIEF OPERATING OFFICER 38.00 2.00 X 298627 0 19496 JOHN JUDGE PRESIDENT & CEO (UNTIL 10/17/22) 40.00 0.00 X 398516 0 58 BRIAN THERRIEN CFO & TREASURER 28.00 12.00 X 123076 0 32 MATHEW WILSON CHIEF, DEV & STRATEGIC PARTNERSHIPS 40.00 0.00 X 328540 0 40020 DENISE TRAPANI-HALL MANAGING DIR., INDIVIDUAL GIVING 40.00 0.00 X 198062 0 29084 KENNETH CHAISSON MANAGING DIR., DIGITAL TECHNOLOGY 40.00 0.00 X 193604 0 9731 JANELLE WOODS VICE PRESIDENT OF COMMUNITY IMPACT 40.00 0.00 X 202596 0 36251 BERYL JOLLY VP, CULTUTRAL PROPERTIES 20.00 20.00 X 194406 0 17623 ALAINA SPAZIANI MANAGING DIR., CAMPAIGN STRAT/DEV OPS 40.00 0.00 X 191963 0 17852 JOCELYN FORBUSH FORMER PRESIDENT & CEO 20.00 20.00 X 277439 0 14971 2709194 0 186562 55 1 1 0 A&R MBE ROOFING CONTRACTORS LLC 1671 WORCESTER RD FRAMINGHAM MA 01701 CONSTRUCTION 401206 HAVEN CONTRACTING CORPORATION 25 DEERFIELD AVE WESTWOOD MA 02090 CONSTRUCTION 398176 MAASS LLC 145 PALISADE STREET 328 DOBBS FERRY NY 10522 PROJECT MANAGEMENT 308000 THE CADMUS GROUP LLC 410 TOTTEN POND ROAD WALTHAM MA 02451 SUSTAINABILITY CONSULTING 287151 DLA PIPER LLP 650 SOUTH EXETER STREET SUITE 1100 BALTIMORE MD 21202 LEGAL SERVICES 234999 10 8309268 335425 667794 30654058 2651038 39966545 PROGRAM FEES 900099 4499154 4499154 RESERVATION RECEIPTS 900099 2520537 2520537 PROPERTY SPECIAL EVENTS 900099 1341837 1341837 SPECIAL PERMITS 900099 1320845 1320845 9682373 1254761 53104 1201657 3764746 2952734 812012 812012 242645 282270 287097 3729601 -3729601 -3729601 144792 -3874393 678120 335425 459038 219082 219082 3536565 1255877 2280688 34129 164257 2082302 50485860 9959147 644423 -84255 1819770 774378 690695 354697 22168670 16623486 2528858 3016326 740319 555138 84451 100730 3227650 2420299 368189 439162 1976309 1481963 225444 268902 586508 533126 51757 1625 126073 13650 112423 84500 84500 400064 400064 1528207 1528207 2290602 1287052 820490 183060 276200 122326 16699 137175 266249 211049 32266 22934 2150968 1406403 741930 2635 833932 689135 13743 131054 89300 73852 2783 12665 7302 4837 2374 91 1822473 1753156 68088 1229 693667 26233 667434 PROPERTY STEWARDSHIP 6612425 6505820 90711 15894 CONTRACTUAL 3356312 3308128 28045 20139 PRINTING & PUBLICATIONS 1136813 156604 62094 918115 MATERIALS & SUPPLIES 1017980 980410 34507 3063 2068757 1496051 424406 148300 55281050 42035803 7067387 6177860 17412 6920 26458847 18987332 2733110 2118150 2703438 3422486 250626 289968 500082 665852 144589960 27509947 116428632 117080013 63460947 68875867 154019560 139298923 6455256 5804837 373027910 356550348 4702366 3462547 7015255 7320826 2309130 4831589 14026751 15614962 X 59135955 49448886 299865204 291486500 359001159 340935386 373027910 356550348 X -4795190 -14498341 1227758 X 0 1 X 1 0 X 24864747 26075555 50149076 52018981 39966545 193074904 24864747 26075555 50149076 52018981 39966545 193074904 34072946 159001958 4444888 5349038 4952732 5299331 4966403 25012392 925914 478379 1404293 539299 777159 50950 486650 678120 2532178 222023767 36533578 0.71610 0.74530 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2018 AMOUNT: $ 539,299. 2019 AMOUNT: $ 777,159. 2020 AMOUNT: $ 50,950. 2021 AMOUNT: $ 486,650. 2022 AMOUNT: $ 678,120. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 84500 84500 84500 84500 49018690 54009487 49103190 54093987 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 158045 136875 98125 84500 477545 250000 250000 250000 250000 1000000 1500000 X X X X X 317 20020.00 7 2 1 3 1 6250.00 297824 1 X X X 0 1 746507 28630 108779 666358 0 215318442 12940437 -15075701 7078181 1893213 204211784 194186882 10328488 18691337 6508981 1379284 215318442 127890615 14059937 60197611 6694562 1266719 194186882 143144703 3508683 -10514911 7211323 1036537 127890615 146926417 437824 3529616 6704076 1045078 143144703 0.14140 0.85860 0.00000 1 0 97755118 97755118 36449083 19909777 16539306 3757540 3277538 480002 6628219 4322632 2305587 117080013 NON-MARKETABLE ALTERNATIVES 32147673 F GLOBAL EQUITIES 47321829 F EMERGING MARKETS 4427375 F MARKETABLE ALTERNATIVES 31443791 F TRUSTS MARKET VALUE 23958255 F 139298923 LIABILITY UNDER SPLIT INTEREST AGREEMENTS 2004596 OPERATING AND FINANCE LEASE LIABILITIES 2826993 4831589 X 39127855 -14498341 4668543 -9829798 48957653 1528207 1528207 50485860 58421386 4668543 4668543 53752843 1528207 1528207 55281050 PART II, LINE 3: ONE CONSERVATION EASEMENT IS NEWLY REPORTED BY THE TRUSTEES OF RESERVATIONS. PART II, LINE 5: AS AN ACCREDITED LAND CONSERVATION ORGANIZATION, THE TRUSTEES OF RESERVATIONS AND UNACCREDITED AFFILIATE MASSACHUSETTS LAND CONSERVATION TRUST FOLLOW THE LAND TRUST ALLIANCE STANDARDS AND PRACTICES AND LAND TRUST ACCREDITATION COMMISSION GUIDANCE DOCUMENTS, AS THE APPROPRIATE GUIDELINES FOR THE DOCUMENTATION, MONITORING AND ENFORCEMENT OF PERPETUAL RESTRICTIONS. BASELINE DOCUMENTATION REPORTS THAT MEETS IRS STANDARDS ARE ALWAYS COMPLETED AND ACKNOWLEDGED AT OR BEFORE THE TIME OF RECORDING, AND UPDATED PERIODICALLY. THE ORGANIZATION CONDUCTS ANNUAL GROUND MONITORING OF ITS RESTRICTIONS, WITH INSPECTIONS DOCUMENTED THROUGH SIGNED MONITORING FORMS, ROUTE MAPS AND PHOTOGRAPHS TAKEN OF THE PROPERTY. ACCURATE COMPUTER MAPS OF EVERY RESTRICTION ARE MAINTAINED AND REGULARLY UPDATED BY OUR GEOGRAPHIC INFORMATION SYSTEM PROGRAM STAFF. ENFORCEMENT OF PROVISIONS OF RESTRICTIONS ARE TIMELY, REASONABLE AND PROPORTIONATE TO THE MATERIALITY AND SERIOUSNESS OF THE VIOLATION. DETERMINATION AND APPLICATION OF ENFORCEMENT STRATEGY IS THE RESPONSIBILITY OF THE CONSERVATION RESTRICTION PROGRAM STAFF UNDER THE OVERSIGHT OF THE LAND CONSERVATION COMMITTEE AND THE BOARD OF DIRECTORS. INDEPENDENT LEGAL ADVICE IS OBTAINED IN THE CASE OF SERIOUS ENFORCEMENT MATTERS. PART II, LINE 9: CONSERVATION EASEMENTS ARE EXPENSED AS INCURRED IF PURCHASED. DONATED CONSERVATION EASEMENTS ARE NOT RECORDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. PART III, LINE 1A: COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION IN 1891, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT REFLECTED ON THE STATEMENT OF ACTIVITIES. PART III, LINE 4: THE TRUSTEES OF RESERVATIONS' (THE TRUSTEES) MISSION IS TO PRESERVE, FOR PUBLIC USE AND ENJOYMENT, PROPERTIES OF EXCEPTIONAL SCENIC, HISTORIC, AND ECOLOGICAL VALUE IN MASSACHUSETTS. IN ADDITION TO PROTECTING LAND AND OPEN SPACE, THE TRUSTEES CARES FOR AND SHARES AN INCREDIBLE ARRAY OF HISTORIC HOMES AND GARDENS, CULTURAL LANDSCAPES AND OBJECT COLLECTIONS THAT SPAN 300 YEARS OF HISTORY. AMONGST THE MUSEUM HOUSES OWNED BY THE TRUSTEES, FIVE ARE NATIONAL HISTORIC LANDMARKS. THE ORGANIZATION'S HISTORIC COLLECTIONS INCLUDE BOOKS, MANUSCRIPTS, FINE AND DECORATIVE ARTS, HOUSEHOLD GOODS, PHOTOS AND PAINTINGS THAT PROVIDE A VALUABLE INTERPRETIVE TOOL TO CONNECT VISITORS TO THE LAND AND ITS HISTORY. ADDITIONALLY, THE COLLECTIONS SERVE AS AN HISTORICAL RECORD THAT IS CONSULTED BY STAFF AND VOLUNTEERS IN PRESERVING THE PROPERTIES. THE COLLECTIONS ARE ALSO MADE AVAILABLE TO RESEARCHERS FOR THE PURPOSE OF ADVANCING THE SCHOLARSHIP OF MASSACHUSETTS HISTORY AND CULTURE. PART IV, LINE 1B: THE ORGANIZATION'S AFFILIATES, HILLTOWN LAND TRUST AND DECORDOVA AND DANA MUSEUM & PARK, HAD INVESTMENTS INCLUDED IN THE PORTFOLIO OF THE TRUSTEES OF RESERVATIONS WHICH WERE REPORTED ON ITS BALANCE SHEETS. ADDITIONALLY, THE ORGANIZATION SERVES AS AN ESCROW AGENT FOR THE COMMONWEALTH OF MASSACHUSETTS PENDING THE PASSAGE OF ARTICLE 97 LEGISLATION AUTHORIZING THE CONVEYANCE AND ACQUISITION OF LAND. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR PROPERTY SUPPORT, LAND CONSERVATION, EDUCATIONAL PROGRAMS, HISTORIC RESOURCES AND OTHER GENERAL OPERATING EXPENSES. PART X, LINE 2: THE TRUSTEES ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. THE TRUSTEES HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATION AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE TRUSTEES IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 990,376. RENTAL EXPENSES 3,219,129. SPECIAL EVENT EXPENSES 459,038. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 990,376. RENTAL EXPENSES 3,219,129. SPECIAL EVENT EXPENSES 459,038. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTING 22135122 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTING 372 0 0 0 0 0 0 22135494 0 22135494 1 0 1 1 1 0 PART III ACCOUNTING METHOD: X X X X X X X 1 AVALON CONSULTING 456 POPLAR LANE ANNAPOLIS MD 21403 DIRECT MAIL SERVICES 0 0 317210 0 PMG 7160 COLUMBIA GATEWAY DRSUITE 300 COLUMBIA MD 21046 DIRECT MAIL SERVICES 0 0 82854 0 400064 MA CT CA FL RI VA NY PA MI NJ MD OH NH MO ONE WATERFRONT GALA 459150 132000 327150 54499 79893 THE CRANE ESTATE SNOWBALL 210000 73500 136500 14202 27644 6950 12900 1 344395 129925 214470 74124 163090 2234 23502 1013545 335425 678120 88326 245233 9184 116295 459038 219082 X X X X X 1 0 0 0 0 0 0 1 0 JOHN JUDGE PRESIDENT & CEO (UNTIL 10/17/22) 328500 0 10000 0 60016 0 0 0 58 0 398574 0 0 0 MATHEW WILSON CHIEF, DEV & STRATEGIC PARTNERSHIPS 280080 0 43000 0 5460 0 15250 0 24770 0 368560 0 0 0 CHRISTINE MORIN ASST. CLERK, CHIEF OPERATING OFFICER 267902 0 29000 0 1725 0 10308 0 9188 0 318123 0 0 0 JOCELYN FORBUSH FORMER PRESIDENT & CEO 96701 0 0 0 180738 0 8746 0 6225 0 292410 0 0 0 JANELLE WOODS VICE PRESIDENT OF COMMUNITY IMPACT 195972 0 5928 0 696 0 10481 0 25770 0 238847 0 0 0 PAUL LEECH CHIEF FINANCIAL OFFICER (UNTIL 8/22) 207824 0 25000 0 2053 0 0 0 0 0 234877 0 0 0 DENISE TRAPANI-HALL MANAGING DIR., INDIVIDUAL GIVING 184100 0 5550 0 8412 0 9857 0 19227 0 227146 0 0 0 BERYL JOLLY VP, CULTUTRAL PROPERTIES 187044 0 5562 0 1800 0 6935 0 10688 0 212029 0 0 0 ALAINA SPAZIANI MANAGING DIR., CAMPAIGN STRAT/DEV OP 186215 0 5460 0 288 0 9664 0 8188 0 209815 0 0 0 KENNETH CHAISSON MANAGING DIR., DIGITAL TECHNOLOGY 183841 0 5407 0 4356 0 9475 0 256 0 203335 0 0 0 PART I, LINE 4A JOCELYN FORBUSH, FORMER PRESIDENT AND CEO, RECEIVED SEVERANCE IN THE AMOUNT OF $180,000 IN CALENDAR YEAR 2022. JOHN JUDGE, PRESIDENT AND CEO (UNTIL 10/17/22), RECEIVED SEVERANCE IN THE AMOUNT OF $55,578 IN CALENDAR YEAR 2022. PART I, LINE 7 THE BONUSES PAID WERE DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. X 64 1813755 FMV X 4 837283 PROPERTY ASSESSMENT 0 0 1 0 SCHEDULE M, PART I, COLUMN (B): THE NUMBER IN SCHEDULE M, COLUMN (B) INDICATES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE/AUDIT COMMITTEE REVIEWS THE FORM 990 WITH THE CFO BEFORE IT IS FILED. IT ALSO IS AVAILABLE ON THE BOARD WEBSITE FOR VIEWING. THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF A BOARD MEETING, PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS AND REGULAR EMPLOYEES TO SIGN A CONFLICT OF INTEREST FORM ANNUALLY. IF A POTENTIAL CONFLICT EXISTS, THE FORM IS REVIEWED BY THE CHAIRMAN OF THE BOARD AND THE PRESIDENT FOR GOVERNANCE VOLUNTEER CONFLICTS, AND BY THE CFO AND DIRECTOR OF HUMAN RESOURCES FOR EMPLOYEE CONFLICTS. IF A POTENTIAL CONFLICT IS FOUND, THE INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN ANY DELIBERATIONS OR DECISIONS PERTAINING TO THE CONFLICTING MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE DIRECTOR OF HUMAN RESOURCES PROVIDES THE CHAIRMAN OF THE BOARD OF DIRECTORS WITH MARKET DATA ON COMPENSATION FOR THE PRESIDENT, OFFICERS AND KEY EMPLOYEES, WHICH INCLUDES DATA FROM PEER ORGANIZATIONS. THE CHAIRMAN MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. A COMMITTEE OF THE BOARD REVIEWS THE CHAIRMAN'S RECOMMENDATION PRIOR TO THE REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS. IN ALL CASES, COMPENSATION IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS AND THERE IS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATIONS AND DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST, IN WRITING OR IN PERSON. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE FORM 990 CAN ALSO BE FOUND AT WWW.GUIDESTAR.ORG FORM 990, PART XI, LINE 9: CHANGE IN VALE OF SPLIT INTEREST AGREEMENTS -84,916. NET ASSET TRANSFERS 1,312,680. ROUNDING -6. MASSACHUSETTS LAND CONVERSATION TRUST 200 HIGH STREET 4TH FLOOR BEVERLY MA 01915 223209651 LAND CONSERVATION MA 501(C)(3) LINE 12A, I THE TRUSTEES OF RESERVATIONS 1 HILLTOWN LAND TRUST INC 332 BULLITT ROAD ASHFIELD AND CONWAY MA 01330 222831145 LAND CONSERVATION MA 501(C)(3) LINE 7 THE TRUSTEES OF RESERVATIONS 1 FRUITLANDS MUSEUM INC 102 PROSPECT HILL ROAD HARVARD MA 01451 042125003 HISTORICAL MUSEUM MA 501(C)(3) LINE 10 THE TRUSTEES OF RESERVATIONS 1 DECORDOVA AND DANA MUSEUM AND PARK 51 SANDY POND ROAD LINCOLN MA 01773 042067315 ART & CULTURAL MUSEUM MA 501(C)(3) LINE 10 THE TRUSTEES OF RESERVATIONS 1 CAPE COD HORTICULTURAL SOCIETY INC PO BOX 931 OSTERVILLE MA 02655 237346475 PUBLIC PARK MA 501(C)(3) LINE 7 THE TRUSTEES OF RESERVATIONS 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 046750497 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 1604666 1.00000 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 046891402 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 1.00000 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 134289231 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 146093 1.00000 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 201948601 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 384845 1.00000 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 MASSACHUSETTS LAND CONSERVATION TRUST B 78000 FMV MASSACHUSETTS LAND CONSERVATION TRUST D 1399866 FMV HILLTOWN LAND TRUST INC D 113600 FMV HILLTOWN LAND TRUST INC Q 300000 FMV HILLTOWN LAND TRUST INC O 122483 FMV HILLTOWN LAND TRUST INC M 0 N/A HILLTOWN LAND TRUST INC N 0 N/A FRUITLANDS MUSEUM INC D 407028 FMV FRUITLANDS MUSEUM INC O 406293 FMV FRUITLANDS MUSEUM INC M 0 N/A FRUITLANDS MUSEUM INC N 0 N/A DECORDOVA AND DANA MUSEUM & PARK O 1387168 FMV DECORDOVA AND DANA MUSEUM & PARK E 3239570 FMV DECORDOVA AND DANA MUSEUM & PARK M 0 N/A DECORDOVA AND DANA MUSEUM & PARK N 0 N/A AFFILIATED GROUP MEMBERS INCLUDE:1) THE TRUSTEES OF RESERVATIONS, EIN: 04-2105780 200 HIGH STREET, 4TH FLOOR, BOSTON, MA 02110THIS MEMBER HAS MADE AN ELECTION UNDER SECTION 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $49,103,190. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $84,500.2) MASSACHUSETTS LAND CONSERVATION TRUST, EIN: 22-3209651 200 HIGH STREET, 4TH FLOOR, BOSTON, MA 02110THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $0. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.3) HILLTOWN LAND TRUST, EIN: 22-2831145 332 BULLITT ROAD, ASHFIELD AND CONWAY, MA 01330THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $174,698. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.4) FRUITLANDS MUSEUM, INC., EIN: 04-2125003 102 PROSPECT HILL ROAD, HARVARD, MA 01451THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $906,380. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.5) DECORDOVA AND DANA MUSEUM AND PARK, EIN: 04-2067315 51 SANDY POND ROAD, LINCOLN, MA, 01773THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $3,909,719. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.6) CAPE COD HORTICULTURAL SOCIETY, INC., EIN: 23-7346475 PO BOX 931, OSTERVILLE, MA 02655THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $0. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.