PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN (EIN 04-1641320)
Tax period: 2021-04-01 to 2022-03-31
Filed: 2023-02-14
IRS object ID: 202300459349302125
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-02-14T16:21:51-06:00	ReturnTs
Tax Period End	2022-03-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	872525370	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CITRIN COOPERMAN ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	290 W MT PLEASANT AVENUE 3310	AddressLine1Txt
City	LIVINGSTON	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07039	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-04-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	041641320	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PROPRIETORS OF MOUNT AUBURN CEMETERY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PROP	BusinessNameControlTxt
Phone	6176071924	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	580 MOUNT AUBURN STREET	AddressLine1Txt
City	CAMBRIDGE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	021385517	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MATTHEW STEPHENS	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	6176071924	PhoneNum
Signature	2023-02-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MATTHEW	PersonFirstNm
Person Last	STEPHENS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	PAULA VUKSIC	PreparerPersonNm
PTIN	P00360739	PTIN
Phone	9732180500	PhoneNum
Preparation	2023-02-14	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	0	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MATTHEW STEPHENS	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	580 MOUNT AUBURN STREET	AddressLine1Txt
City	CAMBRIDGE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	021385517	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$27,071,439	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	WWW.MOUNTAUBURN.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1831	FormationYr
Legal Domicile State	MA	LegalDomicileStateCd
Activity Or Mission	MOUNT AUBURN CEMETERY INSPIRES ALL WHO VISIT, COMFORTS THE BEREAVED, AND COMMEMORATES THE DEAD IN A LANDSCAPE OF EXCEPTIONAL BEAUTY.	ActivityOrMissionDesc
Voting Members Governing Body	19	VotingMembersGoverningBodyCnt
Voting Members Independent	17	VotingMembersIndependentCnt
Total Employee	104	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$179,300	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$178,300	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$948,005	PYContributionsGrantsAmt
CY Contributions Grants	$963,230	CYContributionsGrantsAmt
PY Program Service Revenue	$2,943,088	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,017,453	CYProgramServiceRevenueAmt
PY Investment Income	$46,111,583	PYInvestmentIncomeAmt
CY Investment Income	$7,024,284	CYInvestmentIncomeAmt
PY Other Revenue	$3,905,933	PYOtherRevenueAmt
CY Other Revenue	$5,828,331	CYOtherRevenueAmt
PY Total Revenue	$53,908,609	PYTotalRevenueAmt
CY Total Revenue	$17,833,298	CYTotalRevenueAmt
PY Grants And Similar Paid	$7,350	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,300	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$7,010,580	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$7,668,507	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$5,234,510	PYOtherExpensesAmt
CY Other Expenses	$5,205,113	CYOtherExpensesAmt
PY Total Expenses	$12,252,440	PYTotalExpensesAmt
CY Total Expenses	$12,879,920	CYTotalExpensesAmt
PY Revenues Less Expenses	$41,656,169	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,953,378	CYRevenuesLessExpensesAmt
Total Assets BOY	$293,266,135	TotalAssetsBOYAmt
Total Assets EOY	$307,764,438	TotalAssetsEOYAmt
Total Liabilities BOY	$4,908,077	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,462,875	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$288,358,058	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$305,301,563	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	REFLECTING THE 1831 VISION OF ITS FOUNDERS, MOUNT AUBURN COMMEMORATES THE DEAD IN A LANDSCAPE OF EXCEPTIONAL BEAUTY AND TRANQUILITY; PROVIDING COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLE; PROTECTS AND IMPROVES ITS HISTORIC LANDSCAPE, MONUMENTS, ARCHITECTURE, HORTICULTURE AND NATURAL RESOURCES, AND; PROVIDES COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS IN SO FAR AS SUCH SERVICES ARE CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURN.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	COMMEMORATE THE DEAD IN SURROUNDINGS OF EXCEPTIONAL BEAUTY AND TRANQUILITY THAT PROVIDE COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLE.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Desc	PROTECT AND IMPROVE MOUNT AUBURN AS AN HISTORIC GARDEN CEMETERY, PRESERVING ITS MONUMENTS AND ARCHITECTURE WHILE ENHANCING ITS HORTICULTURE AND NATURAL RESOURCES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Desc	PROVIDE COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURN.	Desc

Field	Value	IRS element (for citing)
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	78	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	104	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	19	GoverningBodyVotingMembersCnt
Independent Voting Member	17	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MATTHEW STEPHENS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6175477105	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	580 MOUNT AUBURN STREET	AddressLine1Txt
City	CAMBRIDGE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02138	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
BARNETT DAVID
PRESIDENT & CEO / TRUSTEE	38.46	1.54	Yes (X)	Yes (X)	$267,031	$0	$40,861
STEPHENS MATTHEW
PRESIDENT & CEO / TRUSTEE	40.00	0.00	Yes (X)	Yes (X)	$83,753	$0	$6,428
AIRASIAN ROBERT
TRUSTEE	0.50	0.00	Yes (X)		$0	$0	$0
ANDERSON ELIZA
TRUSTEE	1.04	0.03	Yes (X)		$0	$0	$0
COOLIDGE LINDSAY LEARD
TRUSTEE	0.85	0.03	Yes (X)		$0	$0	$0
COOPER THOMAS
TRUSTEE	0.35	0.00	Yes (X)		$0	$0	$0
HARA DEAN
CHAIR	1.88	0.03	Yes (X)	Yes (X)	$0	$0	$0
HUNNEWELL JR JAMES
TRUSTEE	0.50	0.00	Yes (X)		$0	$0	$0
JACOBY PATRICIA
TRUSTEE	1.12	0.03	Yes (X)	Yes (X)	$0	$0	$0
KUENSTNER PAUL
TRUSTEE	0.69	0.00	Yes (X)		$0	$0	$0
LAIRD PHILIP
SECRETARY	0.38	0.00	Yes (X)	Yes (X)	$0	$0	$0
LEVITTT JAMES
TRUSTEE	0.58	0.00	Yes (X)		$0	$0	$0
MCDONNELL SEAN
TREASURER	1.08	0.03	Yes (X)	Yes (X)	$0	$0	$0
MEAD SUSAN ELREDGE
TRUSTEE	0.62	0.00	Yes (X)		$0	$0	$0
MORRIS TONY
TRUSTEE	0.81	0.00	Yes (X)		$0	$0	$0
NASH LAURA
TRUSTEE	1.04	0.00	Yes (X)		$0	$0	$0
PEETZ-LARSEN NEILS
TRUSTEE	0.54	0.00	Yes (X)		$0	$0	$0
PEISER RICK
TRUSTEE	0.38	0.00	Yes (X)		$0	$0	$0
REECE FRANKLIN
TRUSTEE	0.69	0.00	Yes (X)		$0	$0	$0
ALBANO MICHAEL
EXECUTIVE VICE PRESIDENT & CFO	38.46	1.54		Yes (X)	$232,788	$0	$44,132
FRASER CHARLES
VICE PRESIDENT OF PRESERVATION & FACILITIES	39.23	0.77		Yes (X)	$134,759	$0	$35,863
HARVEY BREE
VICE PRESIDENT OF CEMETERY & VISITOR SERVICES	36.92	3.08		Yes (X)	$128,905	$0	$35,438
WINSLOW MARGARET
CURATOR OF HISTORICAL COLLECTIONS & ARCHIVES	39.23	0.77			$112,468	$0	$8,255	Yes (X)
WALKER PAUL
SUPERINTENDENT OF GROUNDS	40.00	0.00			$115,733	$0	$22,304	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,075,437	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$193,281	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	6	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
PHOENIX BAY STATE CONSTRUCTION CO INC
79 SHIRLEY STREET	BOSTON	MA	02119	CONSTRUCTION	$1,612,330
F E FRENCH CONSTRUCTION INC
40 BRIGHTON STREET	BELMONT	MA	02478	CONSTRUCTION	$502,108
WILLIAM RAWN ASSOCIATES
27 SCHOOL STREET SECOND FLOOR	BOSTON	MA	02108	ARCHITECTURE	$363,199
THE HARTFORD
P O BOX 660916	DALLAS	TX	752660916	INSURANCE	$265,271
EVERSOURCE
P O BOX 56007	BOSTON	MA	022056007	UTILITIES	$160,891

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	17	CntrctRcvdGreaterThan100KCnt
Related Organizations	$953,802	RelatedOrganizationsAmt
All Other Contributions	$9,428	AllOtherContributionsAmt
Total Contributions	$963,230	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CEMETERY PROGRAM	Desc
Business	900099	BusinessCd
Total Revenue Column	$4,017,453	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,017,453	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,017,453	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,100,581	TotalRevenueColumnAmt
Unrelated Business Revenue	$179,300	UnrelatedBusinessRevenueAmt
Exclusion	$4,921,281	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$8,265,291	SecuritiesAmt
Other	$26,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$6,367,588	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,897,703	SecuritiesAmt
Other	$26,000	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,923,703	TotalRevenueColumnAmt
Related Or Exempt Func Income	$26,000	RelatedOrExemptFuncIncomeAmt
Exclusion	$1,897,703	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$8,698,884	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$2,870,553	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,828,331	TotalRevenueColumnAmt
Related Or Exempt Func Income	$5,828,331	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$17,833,298	TotalRevenueColumnAmt
Related Or Exempt Func Income	$9,871,784	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$179,300	UnrelatedBusinessRevenueAmt
Exclusion	$6,818,984	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$6,300	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,249,162	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,423,462	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$699,484	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$742,390	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$554,009	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$30,436	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$31,000	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$349,619	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$49,034	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$8,894	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$562,682	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$237,959	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$488,312	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$18,972	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$51,416	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,606,595	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
CONTRACTED WORK	$1,083,352
PROJECTS AND EQUIPMENT	$514,459
OTHER	$132,373
PLANTS	$40,010

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$12,879,920	TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$24,356,217	BOYAmt
EOY	$878,673	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$3,077,050	BOYAmt
EOY	$4,992,038	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$3,831,464	BOYAmt
EOY	$3,216,325	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,056,081	BOYAmt
EOY	$362,519	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$54,927,752	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$16,594,855	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$37,157,103	BOYAmt
EOY	$38,332,897	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$223,755,122	BOYAmt
EOY	$259,891,928	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$33,098	BOYAmt
EOY	$90,058	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$293,266,135	BOYAmt
EOY	$307,764,438	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,880,587	BOYAmt
EOY	$953,694	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$41,131	BOYAmt
EOY	$43,354	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,986,359	BOYAmt
EOY	$1,465,827	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,908,077	BOYAmt
EOY	$2,462,875	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$288,358,058	BOYAmt
EOY	$305,301,563	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$288,358,058	BOYAmt
EOY	$305,301,563	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$293,266,135	BOYAmt
EOY	$307,764,438	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$4,953,378	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$10,553,140	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1,436,987	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$223,755,122	BeginningYearBalanceAmt
Contributions	$1,679,129	ContributionsAmt
Investment Earnings Or Losses	$8,270,170	InvestmentEarningsOrLossesAmt
Administrative Expenses	$291,577	AdministrativeExpensesAmt
End Year Balance	$233,412,844	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$168,405,785	BeginningYearBalanceAmt
Investment Earnings Or Losses	$63,177,323	InvestmentEarningsOrLossesAmt
Administrative Expenses	$7,827,986	AdministrativeExpensesAmt
End Year Balance	$223,755,122	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$187,013,657	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$11,291,267	InvestmentEarningsOrLossesAmt
Administrative Expenses	$7,316,605	AdministrativeExpensesAmt
End Year Balance	$168,405,785	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$186,996,062	BeginningYearBalanceAmt
Investment Earnings Or Losses	$6,300,720	InvestmentEarningsOrLossesAmt
Administrative Expenses	$6,283,125	AdministrativeExpensesAmt
End Year Balance	$187,013,657	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$174,155,607	BeginningYearBalanceAmt
Investment Earnings Or Losses	$19,529,938	InvestmentEarningsOrLossesAmt
Administrative Expenses	$6,689,483	AdministrativeExpensesAmt
End Year Balance	$186,996,062	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.99000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.01000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,783,495	OtherCostOrOtherBasisAmt
Book Value	$4,783,495	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$41,810,012	OtherCostOrOtherBasisAmt
Depreciation	$12,586,460	DepreciationAmt
Book Value	$29,223,552	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,997,186	OtherCostOrOtherBasisAmt
Depreciation	$3,119,579	DepreciationAmt
Book Value	$2,877,607	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,337,059	OtherCostOrOtherBasisAmt
Depreciation	$888,816	DepreciationAmt
Book Value	$1,448,243	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$38,332,897	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	PENSION LIABILITY	Desc
Amt	$1,465,827	Amt

Field	Value	IRS element (for citing)
Total Liability	$1,465,827	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE ORGANIZATION'S ENDOWMENT CONSISTS OF CASH AND INVESTMENTS WITHOUT DONOR RESTRICTIONS AND WITH DONOR RESTRICTIONS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. BOARD DESIGNATED FUNDS WITHOUT DONOR RESTRICTIONS ARE FOR OPERATIONS AND SUPPORT FOR THE ORGANIZATION, AND ARE SUPPORTED BY INVESTMENT GAINS, DIVIDENDS AND INTEREST AS WELL AS DIRECT SOURCES OF OPERATING RECEIPTS. FUNDS WITH DONOR RESTRICTIONS THAT ARE PERPETUAL IN NATURE, ARE DRIVEN BY DONOR INTENT AND ARE ADMINISTRATED TO HAVE NET GAINS DERIVED IN A CONSERVATIVE MANNER
PART X, LINE 2:	THE CEMETERY AND FRIENDS ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES, AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME, IF ANY. THE ORGANIZATION FILES INFORMATIONAL TAX RETURNS AS REQUIRED BY THE CODE. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC 740 INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT MARCH 31, 2022 AND 2021, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS.
FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:	CHANGE IN PENSION LIABILITY 1,436,987

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BARNETT DAVID
PRESIDENT & CEO / TRUSTEE	$267,031	$0	$0	$0	$0	$0	$27,860	$0	$13,001	$0	$307,892	$0	$0	$0
ALBANO MICHAEL
EXECUTIVE VICE PRESIDENT & CFO	$205,288	$0	$27,500	$0	$0	$0	$23,695	$0	$20,437	$0	$276,920	$0	$0	$0
FRASER CHARLES
VICE PRESIDENT OF PRESERVATION & FAC	$134,759	$0	$0	$0	$0	$0	$13,230	$0	$22,633	$0	$170,622	$0	$0	$0
HARVEY BREE
VICE PRESIDENT OF CEMETERY & VISITOR	$128,905	$0	$0	$0	$0	$0	$12,821	$0	$22,617	$0	$164,343	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 4B	FormAndLineReferenceDesc
Explanation	457 PLAN 1. MICHAEL ALBANO - $8,098 2. DAVID BARNETT - $8,663 3. CHARLES FRASER - $4,675 4. BREE HARVEY - $4,532	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7A	THE BOARD OF TRUSTEES MAKES RECOMMENDATIONS TO THE PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN FOR THE ELECTION OF ANY TRUSTEES AND FOR ANY BY-LAW CHANGES.
FORM 990, PART VI, SECTION B, LINE 11B	A DRAFT OF THE FORM 990 IS GIVEN TO MEMBERS OF THE GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO ITS FILING.
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST DISCLOSURE FORMS ARE REQUIRED ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15A	THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT POSITIONS IS DONE BY INDEPENDENT REVIEW.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND THE FORM 990 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A, COLUMN B	SEVERAL OF THE TRUSTEES OF MOUNT AUBURN CEMETERY ARE TRUSTEES OF THE FRIENDS OF MOUNT AUBURN CEMETERY. EACH OF THESE TRUSTEES WORKS LESS THAN ONE HOUR PER WEEK ON THE BUSINESS OF THIS RELATED ORGANIZATION.
FORM 990, PART XI, LINE 9:	CHANGE IN PENSION LIABILITY 1,436,987.
FORM 990, PART XII, LINE 2C	THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE COMMITTEE'S PROCESS OF OVERSEEING AND SELECTING HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	FRIENDS OF MOUNT AUBURN CEMETERY -	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	580 MOUNT AUBURN STREET	AddressLine1Txt
City	CAMBRIDGE	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02138	ZIPCd

Field	Value	IRS element (for citing)
EIN	223084639	EIN
Primary Activities	CEMETERY FUNDRAISING AND FUNDRAISING	PrimaryActivitiesTxt
Legal Domicile State	MA	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	LINE 7	PublicCharityStatusTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (1)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt
FRIENDS OF MOUNT AUBURN CEMETERY
C	$953,802
FRIENDS OF MOUNT AUBURN CEMETERY
L	$572,320