POLLY HILL ARBORETUM INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: POLLY HILL ARBORETUM INC (EIN 13-3873765)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-09-01
IRS object ID: 202212449349301606
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 A
Schedule B
Schedule D
Schedule J
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-09-01T15:15:07-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	812173134	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ELIOTT MORRA CPA PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	85 SALEM END LANE	AddressLine1Txt
City	FRAMINGHAM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01702	ZIPCd

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

Filer Filer

Field	Value	IRS element (for citing)
EIN	133873765	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	POLLY HILL ARBORETUM INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	POLL	BusinessNameControlTxt
Phone	5086939426	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	809 STATE ROAD	AddressLine1Txt
City	WEST TISBURY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02575	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TIMOTHY BOLAND	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	5086939426	PhoneNum
Signature	2022-08-26	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	TIMOTHY	PersonFirstNm
Person Last	BOLAND	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ELIOTT MORRA CPA	PreparerPersonNm
PTIN	P00247438	PTIN
Phone	6177758958	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	TIMOTHY BOLAND	PrincipalOfficerNm
Gross Receipts	$8,812,955	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.POLLYHILLARBORETUM.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1996	FormationYr
Legal Domicile State	DE	LegalDomicileStateCd
Activity Or Mission	CREATING AND MAINTAINING A WELL DOCUMENTED COLLECTION OF LIVING PLANTS. EDUCATING STUDENTS OF ALL AGES REGARDING THE LIVING COLLECTION. PROVIDING PUBLIC ACCESS TO THESE FACILITIES.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	9	VotingMembersIndependentCnt
Total Employee	16	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$508,514	PYContributionsGrantsAmt
CY Contributions Grants	$563,463	CYContributionsGrantsAmt
PY Program Service Revenue	$121,756	PYProgramServiceRevenueAmt
CY Program Service Revenue	$279,883	CYProgramServiceRevenueAmt
PY Investment Income	$466,793	PYInvestmentIncomeAmt
CY Investment Income	$1,466,677	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$1,097,063	PYTotalRevenueAmt
CY Total Revenue	$2,310,023	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$821,949	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$920,064	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$155,547	CYTotalFundraisingExpenseAmt
PY Other Expenses	$499,450	PYOtherExpensesAmt
CY Other Expenses	$604,675	CYOtherExpensesAmt
PY Total Expenses	$1,321,399	PYTotalExpensesAmt
CY Total Expenses	$1,524,739	CYTotalExpensesAmt
PY Revenues Less Expenses	-$224,336	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$785,284	CYRevenuesLessExpensesAmt
Total Assets BOY	$32,336,671	TotalAssetsBOYAmt
Total Assets EOY	$35,257,188	TotalAssetsEOYAmt
Total Liabilities BOY	$155,415	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$155,706	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$32,181,256	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$35,101,482	NetAssetsOrFundBalancesEOYAmt
Mission	THE ARBORETUM IS A PLANT SCIENCE ORGANIZATION CENTERED UPON EDUCATION, HORTICULTURE, PLANT EXPLORATION AND CONSERVATION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,095,444	ExpenseAmt
Revenue	$65,289	RevenueAmt
Desc	RESEARCH AND STUDY OF PLANTS AND OTHER ASPECTS OF GARDENING ANDHORTICULTURE PARTICULARY WITH REFERENCE TO RARE PLANTS GROWN INTHE ARBORETUM. INVITING AUTHORITES IN THE FIELD FOR CONSULTATIONAND GUIDANCE AND MAINTAINING DOCUMENTATION OF THE LIVING PLANTS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$18,901	ExpenseAmt
Revenue	$8,840	RevenueAmt
Desc	EDUCATING THE PUBLIC REGARDING VARIOUS PLANTS, GARDENING ANDHORTICULTURE THROUGH EDUCATIONAL SEMINARS AND LECTURES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,114,345	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	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	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	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
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	Yes (1)	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	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	16	EmployeeCnt
Employment Tax Returns Filed	0	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
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
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	9	GoverningBodyVotingMembersCnt
Independent Voting Member	9	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	0	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	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARGO URBANY-JOYCE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	5086939426	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	809 STATE ROAD	AddressLine1Txt
City	WEST TISBURY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02575	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd
SANFORD BROWN
FINANCE COMMITTEE CHAIR	1.00	Yes (X)	$0	$0	$0
DENNIS BUSHE
FINANCE COMMITTEE	1.00	Yes (X)	$0	$0	$0
GARY MONTROWL
BOARD PRESIDENT, TREASURER GOVERNANCE COMMITTEE	1.00	Yes (X)	$0	$0	$0	Yes (X)
DR MEREDITH MURPHY WESTWOOD
DIRECTOR	1.00	Yes (X)	$0	$0	$0
NINA BRAMHALL
DIRECTOR	1.00	Yes (X)	$0	$0	$0
SELENA ROMAN
SECRETARY, GOVERNANCE COMMITTEE	1.00	Yes (X)	$0	$0	$0	Yes (X)
JOHN KENNEDY
DIRECTOR	1.00	Yes (X)	$0	$0	$0
ELIZABETH D MACKENTY
FINANCE COMMITTEE	1.00	Yes (X)	$0	$0	$0
DONNA PAULNOCK
DIRECTOR	1.00	Yes (X)	$0	$0	$0
TIMOTHY BOLAND
EXECUTIVE DIRECTOR	40.00		$218,215	$0	$40,986		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$218,215	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$40,986	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$563,463	AllOtherContributionsAmt
Total Contributions	$563,463	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PPP LOAN FORGIVENESS	$123,500	$123,500
MEMBERSHIPS	$82,254	$82,254
OTHER	$74,129	$74,129

Field	Value	IRS element (for citing)
Total Program Service Revenue	$279,883	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$608,385	TotalRevenueColumnAmt
Exclusion	$608,385	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$7,361,224	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$6,502,932	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$858,292	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$858,292	TotalRevenueColumnAmt
Related Or Exempt Func Income	$858,292	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,310,023	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,138,175	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$608,385	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$218,215	TotalAmt
Program Services	$109,107	ProgramServicesAmt
Management And General	$54,554	ManagementAndGeneralAmt
Fundraising	$54,554	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$488,837	TotalAmt
Program Services	$367,264	ProgramServicesAmt
Management And General	$83,371	ManagementAndGeneralAmt
Fundraising	$38,202	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$147,525	TotalAmt
Program Services	$109,990	ProgramServicesAmt
Management And General	$19,860	ManagementAndGeneralAmt
Fundraising	$17,675	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$65,487	TotalAmt
Program Services	$48,124	ProgramServicesAmt
Management And General	$10,568	ManagementAndGeneralAmt
Fundraising	$6,795	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$44,574	TotalAmt
Program Services	$14,672	ProgramServicesAmt
Management And General	$25,067	ManagementAndGeneralAmt
Fundraising	$4,835	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$15,904	TotalAmt
Program Services	$15,904	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$9,297	TotalAmt
Program Services	$9,297	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$155,109	TotalAmt
Program Services	$135,444	ProgramServicesAmt
Management And General	$13,791	ManagementAndGeneralAmt
Fundraising	$5,874	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$94,991	TotalAmt
Program Services	$74,118	ProgramServicesAmt
Management And General	$16,508	ManagementAndGeneralAmt
Fundraising	$4,365	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MAINTENANCE AND REPAIRS	$141,723	$117,453	$16,989	$7,281
SUPPLIES	$38,322	$36,611	$1,116	$595
PRINTING AND PUBLICATIO	$36,901	$24,122	$2,950	$9,829
EDUCATION AND CONFERENC	$20,320	$17,800	$1,463	$1,057

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$47,534	TotalAmt
Program Services	$34,439	ProgramServicesAmt
Management And General	$8,610	ManagementAndGeneralAmt
Fundraising	$4,485	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,524,739	TotalAmt
Program Services	$1,114,345	ProgramServicesAmt
Management And General	$254,847	ManagementAndGeneralAmt
Fundraising	$155,547	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$759,163	BOYAmt
EOY	$1,068,505	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$46,273	BOYAmt
EOY	$28,756	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$417,272	BOYAmt
EOY	$370,721	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$3,980	BOYAmt
EOY	$3,980	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$30,000	BOYAmt
EOY	$40,000	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$7,894,006	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$2,578,954	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,444,942	BOYAmt
EOY	$5,315,052	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$24,742,714	BOYAmt
EOY	$27,083,683	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$892,327	BOYAmt
EOY	$1,346,491	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$32,336,671	BOYAmt
EOY	$35,257,188	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$31,915	BOYAmt
EOY	$25,376	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$123,500	BOYAmt
EOY	$130,330	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$155,415	BOYAmt
EOY	$155,706	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	$9,206,051	BOYAmt
EOY	$9,742,748	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$22,975,205	BOYAmt
EOY	$25,358,734	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$32,181,256	BOYAmt
EOY	$35,101,482	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$32,336,671	BOYAmt
EOY	$35,257,188	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$785,284	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,289,478	NetUnrlzdGainsLossesInvstAmt
Investment Expense	-$154,536	InvestmentExpenseAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

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

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$621,579	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$429,306	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$571,694	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$645,717	CurrentTaxYearMinus1YearAmt
Current Tax Year	$563,463	CurrentTaxYearAmt
Total	$2,831,759	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$621,579	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$429,306	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$571,694	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$645,717	CurrentTaxYearMinus1YearAmt
Current Tax Year	$563,463	CurrentTaxYearAmt
Total	$2,831,759	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$854,026	SubstantialContributorsTotAmt
Public Support Total170	$1,977,733	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$356,048	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$598,667	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$513,712	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$367,261	CurrentTaxYearMinus1YearAmt
Current Tax Year	$608,385	CurrentTaxYearAmt
Total	$2,444,073	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year	$123,500	CurrentTaxYearAmt
Total	$123,500	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$5,399,332	TotalSupportAmt
Gross Receipts Rltd Activities	$353,789	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.36630	PublicSupportCY170Pct
Public Support PY170	0.42210	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Public Use	Yes (X)	PreservationPublicUseInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Preservation Open Space	Yes (X)	PreservationOpenSpaceInd
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$24,376,950	BeginningYearBalanceAmt
Investment Earnings Or Losses	$3,397,215	InvestmentEarningsOrLossesAmt
Other Expenditures	$902,144	OtherExpendituresAmt
End Year Balance	$26,872,021	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$22,345,737	BeginningYearBalanceAmt
Investment Earnings Or Losses	$2,923,409	InvestmentEarningsOrLossesAmt
Other Expenditures	$892,196	OtherExpendituresAmt
End Year Balance	$24,376,950	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$20,063,579	BeginningYearBalanceAmt
Investment Earnings Or Losses	$3,188,422	InvestmentEarningsOrLossesAmt
Other Expenditures	$906,264	OtherExpendituresAmt
End Year Balance	$22,345,737	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$21,967,880	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$1,081,613	InvestmentEarningsOrLossesAmt
Other Expenditures	$822,688	OtherExpendituresAmt
End Year Balance	$20,063,579	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$19,551,958	BeginningYearBalanceAmt
Investment Earnings Or Losses	$3,172,134	InvestmentEarningsOrLossesAmt
Other Expenditures	$756,212	OtherExpendituresAmt
End Year Balance	$21,967,880	EndYearBalanceAmt

Field	Value	IRS element (for citing)
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	$2,377,232	OtherCostOrOtherBasisAmt
Book Value	$2,377,232	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,516,774	OtherCostOrOtherBasisAmt
Depreciation	$2,578,954	DepreciationAmt
Book Value	$2,937,820	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$5,315,052	TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt	$4,444,965	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,289,478	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$2,289,478	RevenueNotReportedAmt
Revenue Subtotal	$2,155,487	RevenueSubtotalAmt
Investment Expenses Not Incld	$154,536	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$154,536	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,310,023	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,524,739	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$1,524,739	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,524,739	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE D, PART II, LINE 9	FormAndLineReferenceDesc
Explanation	THE ARBORETUM ACCOUNTED FOR THE PROCEEDS AS REVENUE IN THE YEAR THE EASEMENT WAS RECEIVED.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	Yes (X)	CompensationCommitteeInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	TIMOTHY BOLAND	PersonNm
Title	EXECUTIVE DIRECTOR	TitleTxt
Base Compensation Filing Org	$218,215	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$40,986	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$259,201	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	TIMOTHY BOLAND	PersonNm
Relationship With Org	EXECUTIVE DIRECTOR	RelationshipWithOrgTxt
Loan Purpose	MORTGAGE ON RESIDENCE	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$651,792	OriginalPrincipalAmt
Balance Due	$370,721	BalanceDueAmt
Default	0	DefaultInd
Board Or Committee Approval	Yes (1)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (1)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$370,721	TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE 990 IS REVIEWED AND APPROVED BY MANAGEMENT, REVIEWED AND APPROVED BY THE FINANCE COMITTEE AND THEN REVIEWED BY THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12C	THE ARBORETUM REQUIRES ALL BOARD MEMBERS TO FILL OUT FORMS, ANNUALLY, DISCLOSING ANY CONFLICTS OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15	THE COMPENSATION COMMITTEE, MADE UP OF MEMBERS OF THE BOARD, DETERMINES KEY EMPLOYEES SALARIES BY AN INDUSTRY SALARY REVIEW FROM GUIDESTAR AND REVIEW OF FORMS 990 OF OTHER ORGANIZATIONS. THE COMITTEE MEETS AND REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE AND DETERMINES APPROPRIATE SALARY.
FORM 990, PART VI, SECTION C, LINE 19	THE ARBORETUM WILL MAKE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OF ANY INTERESTED PARTY.