TRUSTEES OF RESERVATIONS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF RESERVATIONS (EIN 04-2105780)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-10
- IRS object ID
- 202510419349302151
- Schema version
- 2023v6.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-10T16:08:33-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105780 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUSTEES OF RESERVATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 6175427696 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HIGH STREET 4TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN THERRIEN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6175427696 | PhoneNum |
| Signature | 2025-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2025-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN THEOHARIDES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HIGH STREET 4TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,812,104 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.THETRUSTEES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1891 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | PRESERVE, FOR PUBLIC USE & ENJOYMENT, PLACES OF EXCEPTIONAL SCENIC, HISTORICAL, ECOL. VALUE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 1017 | TotalEmployeeCnt |
| Total Volunteers | 984 | TotalVolunteersCnt |
| Total Gross UBI | $496,455 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $397,859 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $39,966,545 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,913,535 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,682,373 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,067,947 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$2,474,840 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,779,356 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,311,782 | PYOtherRevenueAmt |
| CY Other Revenue | $3,160,021 | CYOtherRevenueAmt |
| PY Total Revenue | $50,485,860 | PYTotalRevenueAmt |
| CY Total Revenue | $64,920,859 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,129,039 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $29,932,718 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $29,637,452 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $400,064 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $226,417 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,684,256 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,948,268 | PYOtherExpensesAmt |
| CY Other Expenses | $21,455,126 | CYOtherExpensesAmt |
| PY Total Expenses | $55,281,050 | PYTotalExpensesAmt |
| CY Total Expenses | $61,448,034 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,795,190 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,472,825 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $356,550,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $386,708,488 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,614,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,504,221 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $340,935,386 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $373,204,267 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE TRUSTEES OF RESERVATIONS ENJOY AND CARE FOR MORE THAN 120 SPECIAL PLACES, ROUGHLY 47,000 ACRES, ALL AROUND MASSACHUSETTS. FOR MORE THAN A CENTURY, THE TRUSTEES HAS BEEN ON THE GROUND IN COMMUNITIES ACROSS MASSACHUSETTS, WORKING TO PROTECT SPECIAL PLACES, PROVIDING LOVING CARE OF OUR RESERVATIONS, BUILDING CREATIVE NEW PROGRAMS TO ENGAGE PEOPLE, AND SHARING OUR EXPERTISE WITH NEIGHBORS AND PARTNERS ACROSS THE STATE. THE TRUSTEES OF RESERVATIONS PRESERVE, FOR PUBLIC USE AND ENJOYMENT, PLACES OF EXCEPTIONAL SCENIC, HISTORICAL, AND ECOLOGICAL VALUE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,188,697 | ExpenseAmt |
| Revenue | $4,386,745 | RevenueAmt |
| Desc | PROPERTY STEWARDSHIP - THE TRUSTEES OWNS AND MANAGES A STATEWIDE SYSTEM OF SPECIAL PLACES CALLED "RESERVATIONS". OVER 27,000 ACRES ON MORE THAN 120 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,370,904 | ExpenseAmt |
| Revenue | $2,248,048 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,663,723 | ExpenseAmt |
| Grant | $10,129,039 | GrantAmt |
| Revenue | $2,139,916 | RevenueAmt |
| Desc | 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 (27,000 ACRES); CONSERVATION RESTRICTIONS (20,000 ACRES); AND ASSISTANCE TO OTHER LAND ORGANIZATIONS AND AGENCIES (20,000 ACRES.) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,785,453 | ExpenseAmt |
| Revenue | $550,689 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,785,453 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $550,689 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $47,008,777 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | 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 | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 434 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1017 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH HUDSON | PersonNm |
| Phone | 9783381158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HIGH STREET 4TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| EUNICE JOHNSON PANETTA | ||||||||||
| VICE CHAIR, FORMER PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $253,628 | $0 | $6,364 | |||
| DAVID CROLL | ||||||||||
| SECRETARY | 2.00 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BRIAN KINNEY | ||||||||||
| ASSISTANT SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EDWARD H LADD | ||||||||||
| ASSISTANT SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM G CONSTABLE | ||||||||||
| ASSISTANT SECRETARY | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PETER COFFIN | ||||||||||
| CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROLAND E HOCH | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP J EDMUNDSON | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW P BORGGAARD | ||||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS D FRENCH | ||||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| CYRUS TARAPOREVALA | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIA G KRAPF | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH DE MONTRICHARD | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHYLLIS R YALE | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA DEBONIS | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD G GARMEY | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| UZOCHI C ERLINGSSON | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN LEMPRES | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PRISCILLA J BENDER | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN D LAUPHEIMER | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELIZABETH L JOHNSON | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUKANAYA L SODERLAND | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT H MASON | ||||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL PRIOR | ||||||||||
| DIRECTOR (UNTIL 10/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| G SCOTT UZZELL | ||||||||||
| DIRECTOR (UNTIL 10/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATIE THEOHARIDES | ||||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | $176,498 | $0 | $3,298 | ||||
| BRIAN THERRIEN | ||||||||||
| TREASURER, CHIEF FINANCIAL OFFICER | 28.00 | 12.00 | Yes (X) | $301,340 | $0 | $5,654 | ||||
| CHRISTINE MORIN | ||||||||||
| CHIEF OPERATING OFFICER | 38.00 | 2.00 | $333,945 | $0 | $20,375 | Yes (X) | ||||
| JANELLE WOODS | ||||||||||
| CHIEF MARKETING & DIVERSITY OFFICER | 40.00 | 0.00 | $206,174 | $0 | $36,598 | Yes (X) | ||||
| MATHEW WILSON | ||||||||||
| CHIEF DEVELOP. OFFICER (UNTIL 10/23) | 40.00 | 0.00 | $298,311 | $0 | $34,942 | Yes (X) | ||||
| JENNA GOMES | ||||||||||
| INTERIM HEAD OF DEVELOPMENT | 40.00 | 0.00 | $171,375 | $0 | $36,005 | Yes (X) | ||||
| DENISE TRAPANI-HALL | ||||||||||
| MANAGING DIRECTOR, INDIVIDUAL GIVING | 40.00 | 0.00 | $198,332 | $0 | $28,281 | Yes (X) | ||||
| BERYL JOLLY | ||||||||||
| VICE PRESIDENT, CULTURAL PROPERTIES | 20.00 | 20.00 | $193,499 | $0 | $14,749 | Yes (X) | ||||
| ELIZABETH MCDONOUGH | ||||||||||
| VICE PRESIDENT, NATURE & AGRICULTURE PROPERTIES | 40.00 | 0.00 | $191,991 | $0 | $17,503 | Yes (X) | ||||
| KRISTEN AF KLINTBERG | ||||||||||
| MANAGING DIRECTOR, DEV. (UNTIL 2/24) | 40.00 | 0.00 | $228,399 | $0 | $19,179 | Yes (X) | ||||
| KATHLEEN SAMBUCO | ||||||||||
| MANAGING DIRECTOR, HR (UNTIL 10/23) | 40.00 | 0.00 | $186,915 | $0 | $23,328 | Yes (X) | ||||
| JOHN JUDGE | ||||||||||
| FORMER PRESIDENT AND CEO | 0.00 | 0.00 | $369,423 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,109,830 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $246,276 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 53 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| ROYAL STEAM HEATER COMPANY | |||||
| 499 MAIN STREET PO BOX 427 | GARDNER | MA | 01440 | MECHANICAL SERVICES | $481,671 |
| MAASS LLC | |||||
| 145 PALISADE STREET 328 | DOBBS FERRY | NY | 10522 | PROJECT MANAGEMENT | $224,603 |
| HAVEN CONTRACTING CORPORATION | |||||
| 25 DEERFIELD AVE | WESTWOOD | MA | 02090 | CONSTRUCTION | $214,525 |
| HISTORIC BUILDING ARCHITECTS | |||||
| 312 W STATE STREET | TRENTON | NJ | 08618 | CONSTRUCTION | $206,983 |
| NANCY ROUTH | |||||
| 17 THOMAS STREET | JAMAICA PLAIN | MA | 02130 | ADMIN CONSULTING | $186,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $8,118,669 | MembershipDuesAmt |
| Fundraising | $157,310 | FundraisingAmt |
| Government Grants | $812,810 | GovernmentGrantsAmt |
| All Other Contributions | $37,824,746 | AllOtherContributionsAmt |
| Noncash Contributions | $1,878,295 | NoncashContributionsAmt |
| Total Contributions | $46,913,535 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM FEES | 900099 | $3,550,030 | $3,550,030 |
| PROPERTY SPECIAL EVENTS | 900099 | $2,536,208 | $2,536,208 |
| RESERVATION RECEIPTS | 900099 | $2,160,684 | $2,160,684 |
| SPECIAL PERMITS | 900099 | $821,025 | $821,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,067,947 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,133,468 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$36,695 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,170,163 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,844,266 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,950,239 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $894,027 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $894,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $207,402 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $415,277 | UnrelatedBusinessRevenueAmt |
| Exclusion | $271,348 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,645,888 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,645,888 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,645,888 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $8,903 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,636,985 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $635,485 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $157,310 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $430,413 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,072 | TotalRevenueColumnAmt |
| Exclusion | $205,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $3,571,515 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $1,510,593 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,060,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,049 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $108,970 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,901,903 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $64,920,859 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,325,398 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $496,455 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,185,471 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,129,039 | TotalAmt |
| Program Services | $10,129,039 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,729,660 | TotalAmt |
| Program Services | $698,473 | ProgramServicesAmt |
| Management And General | $675,510 | ManagementAndGeneralAmt |
| Fundraising | $355,677 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,063,181 | TotalAmt |
| Program Services | $15,659,083 | ProgramServicesAmt |
| Management And General | $4,455,805 | ManagementAndGeneralAmt |
| Fundraising | $1,948,293 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $766,417 | TotalAmt |
| Program Services | $591,855 | ProgramServicesAmt |
| Management And General | $101,518 | ManagementAndGeneralAmt |
| Fundraising | $73,044 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,072,617 | TotalAmt |
| Program Services | $2,162,649 | ProgramServicesAmt |
| Management And General | $615,384 | ManagementAndGeneralAmt |
| Fundraising | $294,584 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,005,577 | TotalAmt |
| Program Services | $1,548,779 | ProgramServicesAmt |
| Management And General | $265,654 | ManagementAndGeneralAmt |
| Fundraising | $191,144 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,509 | TotalAmt |
| Program Services | $422,202 | ProgramServicesAmt |
| Management And General | $94,784 | ManagementAndGeneralAmt |
| Fundraising | $41,523 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,388 | TotalAmt |
| Program Services | $96,298 | ProgramServicesAmt |
| Management And General | $21,619 | ManagementAndGeneralAmt |
| Fundraising | $9,471 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,050 | TotalAmt |
| Program Services | $104,050 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,417 | TotalAmt |
| Fundraising | $226,417 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,943,306 | TotalAmt |
| Program Services | $1,469,033 | ProgramServicesAmt |
| Management And General | $329,797 | ManagementAndGeneralAmt |
| Fundraising | $144,476 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,133,286 | TotalAmt |
| Program Services | $2,343,198 | ProgramServicesAmt |
| Management And General | $549,406 | ManagementAndGeneralAmt |
| Fundraising | $240,682 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,241 | TotalAmt |
| Program Services | $196,728 | ProgramServicesAmt |
| Management And General | $44,165 | ManagementAndGeneralAmt |
| Fundraising | $19,348 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,722 | TotalAmt |
| Program Services | $99,575 | ProgramServicesAmt |
| Management And General | $22,354 | ManagementAndGeneralAmt |
| Fundraising | $9,793 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,367,986 | TotalAmt |
| Program Services | $1,034,122 | ProgramServicesAmt |
| Management And General | $232,160 | ManagementAndGeneralAmt |
| Fundraising | $101,704 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,664,982 | TotalAmt |
| Program Services | $1,258,635 | ProgramServicesAmt |
| Management And General | $282,563 | ManagementAndGeneralAmt |
| Fundraising | $123,784 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $841,686 | TotalAmt |
| Program Services | $636,268 | ProgramServicesAmt |
| Management And General | $142,842 | ManagementAndGeneralAmt |
| Fundraising | $62,576 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,640 | TotalAmt |
| Program Services | $45,841 | ProgramServicesAmt |
| Management And General | $10,291 | ManagementAndGeneralAmt |
| Fundraising | $4,508 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,028 | TotalAmt |
| Program Services | $2,289 | ProgramServicesAmt |
| Management And General | $514 | ManagementAndGeneralAmt |
| Fundraising | $225 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,723,786 | TotalAmt |
| Program Services | $1,303,088 | ProgramServicesAmt |
| Management And General | $292,542 | ManagementAndGeneralAmt |
| Fundraising | $128,156 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,173 | TotalAmt |
| Program Services | $581,452 | ProgramServicesAmt |
| Management And General | $130,536 | ManagementAndGeneralAmt |
| Fundraising | $57,185 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROPERTY STEWARDSHIP | $4,077,505 | $3,082,370 | $691,990 | $303,145 |
| EQUIPMENT RENTAL | $1,729,946 | $1,307,744 | $293,588 | $128,614 |
| PRINTING & PUBLICATIONS | $1,198,994 | $906,374 | $203,480 | $89,140 |
| MATERIALS & SUPPLIES | $790,306 | $597,428 | $134,122 | $58,756 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $968,592 | TotalAmt |
| Program Services | $732,204 | ProgramServicesAmt |
| Management And General | $164,377 | ManagementAndGeneralAmt |
| Fundraising | $72,011 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,448,034 | TotalAmt |
| Program Services | $47,008,777 | ProgramServicesAmt |
| Management And General | $9,755,001 | ManagementAndGeneralAmt |
| Fundraising | $4,684,256 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,920 | BOYAmt |
| EOY | $25,877 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,987,332 | BOYAmt |
| EOY | $22,678,024 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,118,150 | BOYAmt |
| EOY | $1,940,987 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,422,486 | BOYAmt |
| EOY | $1,453,963 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,968 | BOYAmt |
| EOY | $337,815 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,852 | BOYAmt |
| EOY | $1,100,120 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $148,311,001 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $29,197,631 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,080,013 | BOYAmt |
| EOY | $119,113,370 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,875,867 | BOYAmt |
| EOY | $73,422,663 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,298,923 | BOYAmt |
| EOY | $161,656,143 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,804,837 | BOYAmt |
| EOY | $4,979,526 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,550,348 | BOYAmt |
| EOY | $386,708,488 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,462,547 | BOYAmt |
| EOY | $2,997,595 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,320,826 | BOYAmt |
| EOY | $6,082,702 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,831,589 | BOYAmt |
| EOY | $4,423,924 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,614,962 | BOYAmt |
| EOY | $13,504,221 | 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 | $49,448,886 | BOYAmt |
| EOY | $51,877,487 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $291,486,500 | BOYAmt |
| EOY | $321,326,780 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,935,386 | BOYAmt |
| EOY | $373,204,267 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,550,348 | BOYAmt |
| EOY | $386,708,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,472,825 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,069,052 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$54 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$272,942 | 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) |
|---|---|---|
| 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 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 | $26,075,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,149,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,018,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,966,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,913,535 | CurrentTaxYearAmt |
| Total | $215,123,692 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,075,555 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,149,076 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $52,018,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,966,545 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,913,535 | CurrentTaxYearAmt |
| Total | $215,123,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $38,429,511 | SubstantialContributorsTotAmt |
| Public Support Total170 | $176,694,181 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,349,038 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,952,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,299,331 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,966,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,014,429 | CurrentTaxYearAmt |
| Total | $26,581,933 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $925,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $478,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $398,859 | CurrentTaxYearAmt |
| Total | $1,803,152 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $777,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $486,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $678,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $635,485 | CurrentTaxYearAmt |
| Total | $2,628,364 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $246,137,141 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $38,775,555 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.71790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING REVENUE - 2019 AMOUNT: $ 777,159. 2020 AMOUNT: $ 50,950. 2021 AMOUNT: $ 486,650. 2022 AMOUNT: $ 678,120. 2023 AMOUNT: $ 635,485. | ExplanationTxt |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $104,050 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $104,050 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $104,050 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $104,050 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $56,659,728 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $61,127,392 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $56,763,778 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $61,231,442 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $136,875 | CurrentYearMinus3Amt |
| Current Year Minus2 | $98,125 | CurrentYearMinus2Amt |
| Current Year Minus1 | $84,500 | CurrentYearMinus1Amt |
| Current Year | $104,050 | CurrentYearAmt |
| Total | $423,550 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
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 |
| Historic Land Area | Yes (X) | HistoricLandAreaInd |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 318 | TotalEasementsCnt |
| Total Acreage | 20030.00 | TotalAcreageCnt |
| Historic Structure Easements | 7 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 2 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 3 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 6290.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $300,092 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $666,358 | BeginningBalanceAmt |
| Additions During Year | $108,012 | AdditionsDuringYearAmt |
| Distributions During Year | $34,465 | DistributionsDuringYearAmt |
| Ending Balance | $739,905 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $204,211,784 | BeginningYearBalanceAmt |
| Contributions | $7,043,759 | ContributionsAmt |
| Investment Earnings Or Losses | $33,958,958 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,982,182 | OtherExpendituresAmt |
| Administrative Expenses | $1,815,348 | AdministrativeExpensesAmt |
| End Year Balance | $235,416,971 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $215,318,442 | BeginningYearBalanceAmt |
| Contributions | $12,940,437 | ContributionsAmt |
| Investment Earnings Or Losses | -$15,075,701 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,078,181 | OtherExpendituresAmt |
| Administrative Expenses | $1,893,213 | AdministrativeExpensesAmt |
| End Year Balance | $204,211,784 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $194,186,882 | BeginningYearBalanceAmt |
| Contributions | $10,328,488 | ContributionsAmt |
| Investment Earnings Or Losses | $18,691,337 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,508,981 | OtherExpendituresAmt |
| Administrative Expenses | $1,379,284 | AdministrativeExpensesAmt |
| End Year Balance | $215,318,442 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,890,615 | BeginningYearBalanceAmt |
| Contributions | $14,059,937 | ContributionsAmt |
| Investment Earnings Or Losses | $60,197,611 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,694,562 | OtherExpendituresAmt |
| Administrative Expenses | $1,266,719 | AdministrativeExpensesAmt |
| End Year Balance | $194,186,882 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $143,144,703 | BeginningYearBalanceAmt |
| Contributions | $3,508,683 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,514,911 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,211,323 | OtherExpendituresAmt |
| Administrative Expenses | $1,036,537 | AdministrativeExpensesAmt |
| End Year Balance | $127,890,615 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15870 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84130 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $99,183,130 | OtherCostOrOtherBasisAmt |
| Book Value | $99,183,130 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,494,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,059,570 | DepreciationAmt |
| Book Value | $16,435,426 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,873,811 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,401,703 | DepreciationAmt |
| Book Value | $472,108 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,759,064 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,736,358 | DepreciationAmt |
| Book Value | $3,022,706 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $119,113,370 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NON-MARKETABLE ALTERNATIVES | $41,628,747 | F |
| GLOBAL EQUITIES | $58,315,647 | F |
| EMERGING MARKETS | $4,282,294 | F |
| MARKETABLE ALTERNATIVES | $40,199,416 | F |
| TRUSTS MARKET VALUE | $17,230,039 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $161,656,143 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY UNDER SPLIT INTEREST AGREEMENTS | $2,201,861 |
| OPERATING AND FINANCE LEASE LIABILITIES | $2,222,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,423,924 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $86,580,647 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $29,069,052 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$10,357,203 | OtherRevenueAmt |
| Revenue Not Reported | $18,711,849 | RevenueNotReportedAmt |
| Revenue Subtotal | $67,868,798 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,943,306 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$4,891,245 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,947,939 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $64,920,859 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $54,311,712 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $4,891,245 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $4,891,245 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,420,467 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,943,306 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $10,084,261 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $12,027,567 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $61,448,034 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 5: | THE TRUSTEES OF RESERVATIONS AND 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: | CHANGE IN THE VALUE OF SPLIT INTERESTS 420,123. ASSETS RELEASED FROM RESTRICTION -693,065. LAND GRANT TRANSFER TO MLCT -10,084,261. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -1,510,593. RENTAL EXPENSES -2,950,239. SPECIAL EVENT EXPENSES -430,413. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 1,510,593. RENTAL EXPENSES 2,950,239. SPECIAL EVENT EXPENSES 430,413. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | LAND GRANT TRANSFER TO MLCT 10,084,261. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTING | $22,749,431 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTING | $150,471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $22,899,902 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $22,899,902 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| AVALON CONSULTING | ||||||||
| 456 POPLAR LANE | ANNAPOLIS | MD | 21403 | DIRECT MAIL SERVICES | 0 | $0 | $110,191 | $0 |
| PMG | ||||||||
| 7160 COLUMBIA GATEWAY DRSUITE 300 | COLUMBIA | MD | 21046 | DIRECT MAIL SERVICES | 0 | $0 | $74,125 | $0 |
| JET MAIL INC | ||||||||
| 577 MAIN STREET HUDSON MA 01749 | HUDSON | MA | 01749 | DIRECT MAIL SERVICES | 0 | $0 | $42,101 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $226,417 | TotalRetainedByContractorsAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA - ONE WATERFRONT | Event1Nm |
| Gross Receipts Event1 | $390,892 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $59,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $331,392 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $25,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $47,846 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $450 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,558 | OtherDirectExpensesEvent1Amt |
| Event2 | MEALS IN THE MEADOW | Event2Nm |
| Gross Receipts Event2 | $123,260 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $39,800 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $83,460 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $17,645 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $39,933 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,900 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $12,060 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 15 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $278,643 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $58,010 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $220,633 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $37,857 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $163,172 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,562 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $75,430 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $792,795 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $157,310 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $635,485 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $80,502 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $250,951 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,912 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $95,048 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $430,413 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $205,072 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MASSACHUSETTS LAND CONSERVATION TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 HIGH STREET 4TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 223209651 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $44,778 | CashGrantAmt |
| Non Cash Assistance | $10,084,261 | NonCashAssistanceAmt |
| Valuation Method Used | APPRAISAL | ValuationMethodUsedDesc |
| Non Cash Assistance | LAND AND BULDING | NonCashAssistanceDesc |
| Purpose Of Grant | LAND CONSERVATION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN JUDGE | ||||||||||||||
| FORMER PRESIDENT AND CEO | $0 | $0 | $0 | $0 | $369,423 | $0 | $0 | $0 | $0 | $0 | $369,423 | $0 | $0 | $0 |
| CHRISTINE MORIN | ||||||||||||||
| CHIEF OPERATING OFFICER | $302,248 | $0 | $30,000 | $0 | $1,697 | $0 | $11,461 | $0 | $8,914 | $0 | $354,320 | $0 | $0 | $0 |
| MATHEW WILSON | ||||||||||||||
| CHIEF DEVELOP. OFFICER (UNTIL 10/23) | $243,543 | $0 | $50,000 | $0 | $4,768 | $0 | $14,984 | $0 | $19,958 | $0 | $333,253 | $0 | $0 | $0 |
| BRIAN THERRIEN | ||||||||||||||
| TREASURER, CHIEF FINANCIAL OFFICER | $289,424 | $0 | $10,000 | $0 | $1,916 | $0 | $5,577 | $0 | $77 | $0 | $306,994 | $0 | $0 | $0 |
| EUNICE JOHNSON PANETTA | ||||||||||||||
| VICE CHAIR, FORMER PRESIDENT & CEO | $214,956 | $0 | $37,500 | $0 | $1,172 | $0 | $0 | $0 | $6,364 | $0 | $259,992 | $0 | $0 | $0 |
| KRISTEN AF KLINTBERG | ||||||||||||||
| MANAGING DIRECTOR, DEV. (UNTIL 2/24) | $203,544 | $0 | $20,000 | $0 | $4,855 | $0 | $11,265 | $0 | $7,914 | $0 | $247,578 | $0 | $0 | $0 |
| JANELLE WOODS | ||||||||||||||
| CHIEF MARKETING & DIVERSITY OFFICER | $205,478 | $0 | $0 | $0 | $696 | $0 | $10,698 | $0 | $25,900 | $0 | $242,772 | $0 | $0 | $0 |
| DENISE TRAPANI-HALL | ||||||||||||||
| MANAGING DIRECTOR, INDIVIDUAL GIVING | $189,920 | $0 | $0 | $0 | $8,412 | $0 | $9,851 | $0 | $18,430 | $0 | $226,613 | $0 | $0 | $0 |
| KATHLEEN SAMBUCO | ||||||||||||||
| MANAGING DIRECTOR, HR (UNTIL 10/23) | $141,335 | $0 | $0 | $0 | $45,580 | $0 | $7,398 | $0 | $15,930 | $0 | $210,243 | $0 | $0 | $0 |
| ELIZABETH MCDONOUGH | ||||||||||||||
| VICE PRESIDENT, NATURE & AGRICULTURE | $190,025 | $0 | $0 | $0 | $1,966 | $0 | $9,589 | $0 | $7,914 | $0 | $209,494 | $0 | $0 | $0 |
| BERYL JOLLY | ||||||||||||||
| VICE PRESIDENT, CULTURAL PROPERTIES | $191,699 | $0 | $0 | $0 | $1,800 | $0 | $3,785 | $0 | $10,964 | $0 | $208,248 | $0 | $0 | $0 |
| JENNA GOMES | ||||||||||||||
| INTERIM HEAD OF DEVELOPMENT | $170,532 | $0 | $0 | $0 | $843 | $0 | $9,005 | $0 | $27,000 | $0 | $207,380 | $0 | $0 | $0 |
| KATIE THEOHARIDES | ||||||||||||||
| PRESIDENT & CEO | $176,368 | $0 | $0 | $0 | $130 | $0 | $0 | $0 | $3,298 | $0 | $179,796 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | SEVERANCE WAS PAID TO VARIOUS INDIVIDUALS IN CALENDAR YEAR 2023. IN AGGREGATE, THE ORGANIZATION PAID TOTAL SEVERANCE OF $407,978 TO INDIVIDUALS LISTED ON SCHEDULE J IN 2023. |
| PART I, LINE 7 | THE BONUSES PAID WERE DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 61 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,878,295 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN SCHEDULE M, COLUMN (B) INDICATES THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 (EXCLUDING SCHEDULE B) IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF A BOARD MEETING, PRIOR TO FILING. SCHEDULE B IS EXCLUDED IN ORDER TO PROTECT DONOR PRIVACY. |
| 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 420,123. NET ASSET TRANSFERS -693,065. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS LAND CONVERSATION TRUST | ||||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | 223209651 | LAND CONSERVATION | MA | 501(C)(3) | LINE 12A, I | THE TRUSTEES OF RESERVATIONS | Yes (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 | Yes (1) |
| FRUITLANDS MUSEUM INC | ||||||||||
| 102 PROSPECT HILL ROAD | HARVARD | MA | 01451 | 042125003 | HISTORICAL MUSEUM | MA | 501(C)(3) | LINE 10 | THE TRUSTEES OF RESERVATIONS | Yes (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 | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST | |||||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | 046750497 | INVESTMENTS | MA | THE TRUSTEES OF RESERVATIONS | T | $1,786,483 | 1.00000 | Yes (1) |
| CHARITABLE REMAINDER TRUST | |||||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | 046891402 | INVESTMENTS | MA | THE TRUSTEES OF RESERVATIONS | T | 1.00000 | Yes (1) | |
| CHARITABLE REMAINDER TRUST | |||||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | 134289231 | INVESTMENTS | MA | THE TRUSTEES OF RESERVATIONS | T | $171,877 | 1.00000 | Yes (1) |
| CHARITABLE REMAINDER TRUST | |||||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | 201948601 | INVESTMENTS | MA | THE TRUSTEES OF RESERVATIONS | T | $444,281 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (15 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| B | $10,129,039 | FMV |
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| D | $876,903 | FMV |
| HILLTOWN LAND TRUST INC | ||
| D | $93,474 | FMV |
| HILLTOWN LAND TRUST INC | ||
| Q | $113,600 | FMV |
| HILLTOWN LAND TRUST INC | ||
| O | FMV | |
| HILLTOWN LAND TRUST INC | ||
| M | N/A | |
| HILLTOWN LAND TRUST INC | ||
| N | N/A | |
| FRUITLANDS MUSEUM INC | ||
| D | $431,401 | FMV |
| FRUITLANDS MUSEUM INC | ||
| O | $564,769 | FMV |
| FRUITLANDS MUSEUM INC | ||
| M | N/A | |
| FRUITLANDS MUSEUM INC | ||
| N | N/A | |
| DECORDOVA AND DANA MUSEUM & PARK | ||
| O | $1,628,317 | FMV |
| DECORDOVA AND DANA MUSEUM & PARK | ||
| E | $4,333,740 | FMV |
| DECORDOVA AND DANA MUSEUM & PARK | ||
| M | N/A | |
| DECORDOVA AND DANA MUSEUM & PARK | ||
| N | N/A | |
Affiliated Group Attachment AffiliatedGroupAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Meduim Explanation | 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 $56,763,778. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $104,050.2) 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 $234,666. 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 $851,945. 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 $3,381,053. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0. | MeduimExplanationTxt |
Comments