2022-02-11T15:08:51-06:00 2021-03-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2020-04-01 222831145 HILLTOWN LAND TRUST INC HILL 4136284485 332 BULLITT ROAD ASHFIELD MA 01330 RUSSELL PEOTTER PRESIDENT 4136284485 2022-02-02 1 RUSSELL PEOTTER 999009999 CRAIG KLEIN P00734640 6177610600 2022-02-02 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z RUSSELL PEOTTER 332 BULLITT ROAD ASHFIELD MA 01330 238608 0 X WWW.HILLTOWNLANDTRUST.ORG X 1987 MA THE PROTECTION AND STEWARDSHIP OF ECOLOGICALLY SIGNIFICANT LAND IN THE HILLTOWNS OF WESTERN MA. 9 9 0 35 0 0 229084 104493 0 0 0 132949 22034 1166 251118 238608 0 0 0 0 101156 85239 0 0 4278 52709 51761 153865 137000 97253 101608 1952810 2162813 151140 221803 1801670 1941010 HILLTOWN LAND TRUST PROTECTS LAND AND PROMOTES ECOLOGICAL DIVERSITY AND HEALTH, RESPECTFUL LAND STEWARDSHIP, HISTORIC CHARACTER, AND NATURAL BEAUTY IN OUR HILLTOWNS. 0 0 128444 1166 PROMOTED THE PERMANENT PROTECTION OF WILDLIFE HABITAT, WATERSHED LANDS AND SCENIC WORKING LANDSCAPES BY HOLDING AND MONITORING INTERESTS IN SUCH LANDS AND PROVIDING EDUCATIONAL SERVICES RELATED TO LAND CONSERVATION AND MANAGEMENT. 128444 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X X MIRZETA MEHULJIC 8573280529 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 RUSSELL PEOTTER PRESIDENT 5.00 0.00 X X 0 0 0 SUSAN MCALLISTER VICE PRESIDENT 3.00 0.00 X X 0 0 0 TAD WEISS TREASURER 1.00 0.00 X X 0 0 0 SUZANNE KULIK SECRETARY 1.00 0.00 X X 0 0 0 MARIE BURKART DIRECTOR 1.00 0.00 X 0 0 0 PETER JESWALD DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA MOREY DIRECTOR 1.00 0.00 X 0 0 0 PAUL WETZEL DIRECTOR 1.00 0.00 X 0 0 0 ANDREW MADDEN DIRECTOR 1.00 0.00 X 0 0 0 SARA LOOMIS EXECUTIVE DIRECTOR 30.00 0.00 X 0 51680 1546 0 51680 1546 0 0 0 0 0 4639 99854 104493 8496 8496 124453 0 124453 124453 124453 SPECIAL EVENTS 900099 1166 1166 1166 238608 1166 0 132949 51680 46512 2584 2584 23359 20989 1185 1185 1546 1392 77 77 2888 2600 144 144 5766 5190 288 288 10106 10106 1668 1668 1556 1556 423 423 1488 1488 STEWARDSHIP 17997 17997 PRINTING & PUBLICATION 9797 9797 DUES & SUBSCRIPTIONS 7797 7797 SUPPLIES 929 929 137000 128444 4278 4278 247041 347188 7188 4984 1096483 1096483 1096483 602098 714158 1952810 2162813 2071 2071 149069 219732 151140 221803 X 939949 1316288 861721 624722 1801670 1941010 1952810 2162813 X 101608 36632 1100 X 0 1 X 1 0 X 67644 298368 380167 229084 104493 1079756 67644 298368 380167 229084 104493 1079756 203326 876430 7222 7287 139 8496 23144 1102900 30246 0.79470 0.77390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 34 3085.00 0 0 0 1 1 610.00 6000 1 602098 143079 26176 4843 714158 602098 30462 26432 4030 602098 602901 31051 25884 5970 602098 560612 73584 25401 5893 602901 523634 65095 23483 4634 560612 0.43960 0.41180 0.14860 0 1 1 1096483 1096483 1096483 DUE TO THE TRUSTEES, A RELATED TAX-EXEMPT ENTITY 219732 219732 X 275240 36632 36632 238608 0 238608 137000 0 137000 0 137000 PART II, LINE 5: AS AN ACCREDITED LAND CONSERVATION ORGANIZATION, HILLTOWN LAND TRUST FOLLOWS 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 MEET 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 ON 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 PROGRAM STAFF UNDER THE OVERSIGHT OF 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 V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE CONSERVATION EASEMENT MONITORING AND DEFENSE, IF NEEDED, AS WELL AS SUPPORTING THE ORGANIZATION'S MISSION PROGRAMS. PART X, LINE 2: THE HILLTOWN LAND TRUST 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 ORGANIZATION 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 ORGANIZATION 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. FORM 990, PART VI, SECTION A, LINE 6 IN DECEMBER 2009, HLT ENTERED INTO AN AFFILIATION AGREEMENT WITH THE TRUSTEES OF RESERVATIONS. THE PURPOSE OF THE AFFILIATION IS TO INCREASE THE COLLECTIVE CAPACITY OF BOTH ORGANIZATIONS TO EFFECTIVELY PURSUE THEIR LAND PROTECTION GOALS. PURSUANT TO THE BY-LAWS, AS AMENDED THROUGH SEPTEMBER 2011, THE TRUSTEES OF RESERVATIONS IS THE CORPORATION'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES OF RESERVATIONS, AS SOLE MEMBER OF THE CORPORATION SHALL ELECT THE BOARD OF DIRECTORS AS PROVIDED IN THE BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ACTIONS BY HLT REQUIRE THE APPROVAL OF THE TRUSTEES OF RESERVATIONS' PRESIDENT OR HIS/HER DESIGNEE: OPERATING POLICIES, LAND TRANSACTIONS INCLUDING FEE SIMPLE ACQUISITIONS AND PERPETUAL RESTRICTIONS, DISPOSITIONS OF LAND OR ASSETS, ANNUAL OPERATING BUDGETS, AND LOANS OF MORE THAN $5,000. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990, EXCEPT FOR SCHEDULE B, IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW 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 15A THE ORGANIZATION DOES NOT PROVIDE COMPENSATION TO ITS PRESIDENT OR ANY OF ITS OFFICERS. THE ORGANIZATION'S EXECUTIVE DIRECTOR RECEIVES COMPENSATION FROM THE TRUSTEES, A RELATED TAX-EXEMPT ENTITY. 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 WEBSITE. THE FORM 990 CAN ALSO BE ACCESSED AT WWW.GUIDESTAR.ORG FORM 990, PART XI, LINE 9: ROUNDING 1,100. THE TRUSTEES OF RESERVATIONS 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 042105780 LAND CONSERVATION MA 501(C)(3) LINE 7 N/A 0 MASSACHUSETTS LAND CONSERVATION TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 223209651 LAND CONSERVATION MA 501(C)(3) LINE 12A, I 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 & PARK 51 SANDY POND ROAD LINCOLN MA 01773 042067315 ART & CULTURAL MUSEUM MA 501(C)(3) LINE 10 THE TRUSTEES OF RESERVATIONS 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 046750497 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 046891402 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 134289231 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 201948601 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0