TRUSTEES OF RESERVATIONS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF RESERVATIONS (EIN 04-2105780)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2020-02-11
- IRS object ID
- 202000429349301275
- Schema version
- 2018v3.1
- 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 J
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-11T15:01:33-06:00 | ReturnTs |
| Tax Period End | 2019-03-31 | 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 MHM 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 | 2018-04-01 | 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 | PAUL LEECH | PersonNm |
| Person Title | TREASURER & CFAO | PersonTitleTxt |
| Phone | 6175427696 | PhoneNum |
| Signature | 2020-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2020-02-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-10 | IPDt |
| IP Tm | 12:03:54 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA ERICKSON | 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 | $44,901,833 | 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 | THE TRUSTEES OF RESERVATIONS PRESERVE, FOR PUBLIC USE AND ENJOYMENT, PROPERTIES OF EXCEPTIONAL SCENIC, HISTORIC, AND ECOLOGICAL VALUE IN MASSACHUSETTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 814 | TotalEmployeeCnt |
| Total Volunteers | 1500 | TotalVolunteersCnt |
| Total Gross UBI | $64,603 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,544,656 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,864,747 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,902,986 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,825,970 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,871,233 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,434,271 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,219,273 | PYOtherRevenueAmt |
| CY Other Revenue | $3,549,892 | CYOtherRevenueAmt |
| PY Total Revenue | $36,538,148 | PYTotalRevenueAmt |
| CY Total Revenue | $42,674,880 | 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 | $20,703,310 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,931,183 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $314,509 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $222,433 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,085,907 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,041,182 | PYOtherExpensesAmt |
| CY Other Expenses | $17,193,535 | CYOtherExpensesAmt |
| PY Total Expenses | $36,059,001 | PYTotalExpensesAmt |
| CY Total Expenses | $37,347,151 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $479,147 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,327,729 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $279,115,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $280,191,347 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,720,314 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,989,498 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $274,395,401 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $275,201,849 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE TRUSTEES PRESERVE, FOR PUBLIC USE AND ENJOYMENT, PROPERTIES OF EXCEPTIONAL SCENIC, HISTORIC, AND ECOLOGICAL VALUE IN MASSACHUSETTS. THE TRUSTEES IS SUPPORTED BY MORE THAN 60,000 MEMBER HOUSEHOLDS IN PROTECTING OVER 100 PUBLICLY-ACCESSIBLE RESERVATIONS COMPRISING OVER 26,000 ACRES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,156,710 | ExpenseAmt |
| Revenue | $5,248,684 | RevenueAmt |
| Desc | PROPERTY STEWARDSHIP - THE TRUSTEES OWNS AND MANAGES A STATEWIDE SYSTEM OF SPECIAL PLACES CALLED "RESERVATIONS". OVER 26,000 ACRES ON MORE THAN 100 PROPERTIES FROM THE BERKSHIRE MOUNTAINS IN WESTERN MASSACHUSETTS TO THE BEACHES OF IPSWICH, AND THE ISLANDS OF NANTUCKET AND MARTHA'S VINEYARD - ALL OF WHICH ARE OPEN FOR PUBLIC USE, EDUCATION, AND ENJOYMENT. THE CARE OF THESE PROPERTIES IS HANDLED BY OVER 100 EMPLOYEES SKILLED IN LANDSCAPE MANAGEMENT, HORTICULTURE, ARBORICULTURE AND HISTORIC RESOURCES. OVER TWO 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 | $11,080,074 | ExpenseAmt |
| Revenue | $1,588,228 | 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 | $1,159,401 | ExpenseAmt |
| Revenue | $78,648 | 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 |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,156,592 | ExpenseAmt |
| Revenue | $183,705 | 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, CONSERVATION RESTRICTIONS AND ASSISTANCE TO OTHER LAND ORGANIZATIONS AND AGENCIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,156,592 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $183,705 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $27,552,777 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 383 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 814 | 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 | 23 | 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 | SHANE MATTHEWS | PersonNm |
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 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 |
|---|---|---|---|---|---|---|---|---|---|
| PETER COFFIN | |||||||||
| CHAIRMAN | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EUNICE JOHNSON PANETTA | |||||||||
| VICE CHAIR | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM G CONSTABLE | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AMY AUERBACH | |||||||||
| DIRECTOR (THRU OCT. 2018) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CLEMENT BENENSON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN CONWAY | |||||||||
| DIRECTOR (THRU OCT. 2018) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULA CORTES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID CROLL | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW DAVIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURA DEBONIS | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIP EDMUNDSON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| UZOCHI ERLINGSSON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY FAGER | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID FOSTER | |||||||||
| DIRECTOR (THRU OCT. 2018) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS FRENCH | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROLAND HOCH | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH JOHNSON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN KINNEY | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD LADD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTIN LEMPRES | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT MASON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH DE MONTRICHARD | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HUGH MORTON | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PRIOR | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CYRUS TARAPOREVALA | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PHYLLIS YALE | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA ERICKSON | |||||||||
| PRESIDENT & CEO | 30.00 | 10.00 | Yes (X) | $425,344 | $0 | $12,518 | |||
| NOAH SCHNEIDERMAN THRU 918 | |||||||||
| CHIEF OF FINAN & ADMIN., TREAS. | 30.00 | 10.00 | Yes (X) | $172,340 | $0 | $27,026 | |||
| JOCELYN FORBUSH | |||||||||
| CHIEF, OPS AND PROGRAMS, ASST. CLERK | 40.00 | 0.00 | Yes (X) | $235,170 | $0 | $18,705 | |||
| ANN TIKKANEN BEGAN 918 | |||||||||
| CHIEF OF FINANCE & ADMIN., TREAS. | 30.00 | 10.00 | Yes (X) | $69,422 | $0 | $0 | |||
| EDWARD WILSON | |||||||||
| CHIEF, DEVELOPMENT AND VOLUNTEERS | 40.00 | 0.00 | $247,816 | $0 | $33,418 | Yes (X) | |||
| MATTHEW MONTGOMERY | |||||||||
| CHIEF, MARKETING AND ENGAGEMENT | 40.00 | 0.00 | $211,300 | $0 | $20,849 | Yes (X) | |||
| JOANNA BALLANTINE | |||||||||
| VICE PRESIDENT, WESTERN REGION | 30.00 | 10.00 | $183,041 | $0 | $30,181 | Yes (X) | |||
| ALICIA LEUBA | |||||||||
| VICE PRESIDENT, EASTERN REGION | 40.00 | 0.00 | $176,389 | $0 | $31,322 | Yes (X) | |||
| ROBERT WARREN | |||||||||
| MANAGING DIRECTOR OF CONSERVATION | 40.00 | 0.00 | $143,025 | $0 | $7,456 | Yes (X) | |||
| DENISE TRAPANI-HALL | |||||||||
| DIRECTOR OF LEADERSHIP GIVING | 40.00 | 0.00 | $153,032 | $0 | $24,283 | Yes (X) | |||
| SHARON KLEIN | |||||||||
| DIRECTOR OF FINANCE | 40.00 | 0.00 | $149,814 | $0 | $15,470 | Yes (X) | |||
| GRACE FAUVER | |||||||||
| DIR. OF CORP. FOUNDATION AND GOV. | 40.00 | 0.00 | $148,912 | $0 | $14,385 | Yes (X) | |||
| NICHOLAS BLACK | |||||||||
| MANAGING DIR., BOSTON WATERFRONT | 40.00 | 0.00 | $150,290 | $0 | $14,852 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,465,895 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $250,465 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 36 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PMG | |||||
| 7160 COLUMBIA GATEWAY DR STE 300 | COLUMBIA | MD | 21046 | MARKETING/DIRECT MAIL SERVICES | $332,867 |
| UNIVERSAL WILDE INC | |||||
| 26 DARTMOUTH ST | WESTWOOD | MA | 02090 | MARKETING | $261,545 |
| BOARDWALK CONSULTING LLC | |||||
| 84 PEACHTREE STREET NW 4TH FLOOR | ATLANTA | GA | 30303 | EXECUTIVE SEARCH | $259,954 |
| FIRESIDE CATERING LLC | |||||
| 211 MIDDLESEX TURNPIKE | BURLINGTON | MA | 01803 | EVENT CATERERING | $242,049 |
| AVALON CONSULTING GROUP INC | |||||
| 2030 M STREET NW SUITE 700 | WASHINGTON | DC | 20005 | MARKETING | $227,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $4,803,660 | MembershipDuesAmt |
| Fundraising | $357,255 | FundraisingAmt |
| Related Organizations | $851,950 | RelatedOrganizationsAmt |
| Government Grants | $239,745 | GovernmentGrantsAmt |
| All Other Contributions | $18,612,137 | AllOtherContributionsAmt |
| Noncash Contributions | $1,762,180 | NoncashContributionsAmt |
| Total Contributions | $24,864,747 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM FEES | 900099 | $3,657,931 | $3,657,931 |
| RESERVATION RECEIPTS | 900099 | $2,214,028 | $2,214,028 |
| SPECIAL PERMITS | 900099 | $954,011 | $954,011 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,825,970 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,011,548 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$97,849 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,109,397 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,433,340 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,364,306 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,069,034 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,069,034 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $273,295 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$79,896 | UnrelatedBusinessRevenueAmt |
| Exclusion | $875,635 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,409,345 | SecuritiesAmt |
| Other | $13,378 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,409,345 | SecuritiesAmt |
| Other | $13,378 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,422,723 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $139,112 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,283,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $539,299 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $357,255 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $190,674 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $348,625 | TotalRevenueColumnAmt |
| Exclusion | $348,625 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $2,804,206 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $671,973 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,132,233 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $103,236 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,028,997 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,674,880 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,099,265 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $64,603 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,646,265 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,815,161 | TotalAmt |
| Program Services | $892,583 | ProgramServicesAmt |
| Management And General | $642,425 | ManagementAndGeneralAmt |
| Fundraising | $280,153 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,431,132 | TotalAmt |
| Program Services | $11,236,191 | ProgramServicesAmt |
| Management And General | $1,107,415 | ManagementAndGeneralAmt |
| Fundraising | $2,087,526 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,980 | TotalAmt |
| Program Services | $329,008 | ProgramServicesAmt |
| Management And General | $28,148 | ManagementAndGeneralAmt |
| Fundraising | $57,824 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,027,069 | TotalAmt |
| Program Services | $1,067,489 | ProgramServicesAmt |
| Management And General | $459,117 | ManagementAndGeneralAmt |
| Fundraising | $500,463 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,242,841 | TotalAmt |
| Program Services | $967,686 | ProgramServicesAmt |
| Management And General | $95,373 | ManagementAndGeneralAmt |
| Fundraising | $179,782 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $249,154 | TotalAmt |
| Program Services | $208,338 | ProgramServicesAmt |
| Management And General | $40,501 | ManagementAndGeneralAmt |
| Fundraising | $315 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,976 | TotalAmt |
| Program Services | $11,211 | ProgramServicesAmt |
| Management And General | $124,765 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,178 | TotalAmt |
| Program Services | $287,178 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,433 | TotalAmt |
| Fundraising | $222,433 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,045,078 | TotalAmt |
| Program Services | $1,045,078 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,988 | TotalAmt |
| Program Services | $266,435 | ProgramServicesAmt |
| Management And General | $244,769 | ManagementAndGeneralAmt |
| Fundraising | $32,784 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,035 | TotalAmt |
| Program Services | $163,037 | ProgramServicesAmt |
| Management And General | $1,175 | ManagementAndGeneralAmt |
| Fundraising | $12,823 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,779 | TotalAmt |
| Program Services | $312,371 | ProgramServicesAmt |
| Management And General | $153,603 | ManagementAndGeneralAmt |
| Fundraising | $8,805 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,254,076 | TotalAmt |
| Program Services | $698,395 | ProgramServicesAmt |
| Management And General | $555,681 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,123 | TotalAmt |
| Program Services | $583,959 | ProgramServicesAmt |
| Management And General | $51,260 | ManagementAndGeneralAmt |
| Fundraising | $84,904 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,051 | TotalAmt |
| Program Services | $45,878 | ProgramServicesAmt |
| Management And General | $154,682 | ManagementAndGeneralAmt |
| Fundraising | $14,491 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,023 | TotalAmt |
| Program Services | $2,922 | ProgramServicesAmt |
| Management And General | $79 | ManagementAndGeneralAmt |
| Fundraising | $22 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,931,686 | TotalAmt |
| Program Services | $1,820,740 | ProgramServicesAmt |
| Management And General | $109,216 | ManagementAndGeneralAmt |
| Fundraising | $1,730 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,388 | TotalAmt |
| Program Services | $10,091 | ProgramServicesAmt |
| Management And General | $377,297 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROPERTY STEWARDSHIP | $3,143,200 | $3,081,861 | $51,447 | $9,892 |
| CONTRACTUAL | $2,649,682 | $2,027,525 | $168,727 | $453,430 |
| MATERIALS & SUPPLIES | $1,010,105 | $910,246 | $77,389 | $22,470 |
| PRINTING & PUBLICATIONS | $548,186 | $143,123 | $6,946 | $398,117 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,417,827 | TotalAmt |
| Program Services | $1,441,432 | ProgramServicesAmt |
| Management And General | $258,452 | ManagementAndGeneralAmt |
| Fundraising | $717,943 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,347,151 | TotalAmt |
| Program Services | $27,552,777 | ProgramServicesAmt |
| Management And General | $4,708,467 | ManagementAndGeneralAmt |
| Fundraising | $5,085,907 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,960 | BOYAmt |
| EOY | $24,516 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,069,047 | BOYAmt |
| EOY | $11,516,121 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,024,725 | BOYAmt |
| EOY | $1,210,472 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $384,887 | BOYAmt |
| EOY | $506,875 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,692 | BOYAmt |
| EOY | $256,878 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,427 | BOYAmt |
| EOY | $985,879 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $134,852,116 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,977,665 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,848,382 | BOYAmt |
| EOY | $113,874,451 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,015,368 | BOYAmt |
| EOY | $54,774,458 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,179,812 | BOYAmt |
| EOY | $91,858,799 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,999,415 | BOYAmt |
| EOY | $5,182,898 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,115,715 | BOYAmt |
| EOY | $280,191,347 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,045,936 | BOYAmt |
| EOY | $2,058,317 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,159 | BOYAmt |
| EOY | $1,178,777 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,543,219 | BOYAmt |
| EOY | $1,752,404 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,720,314 | BOYAmt |
| EOY | $4,989,498 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,491,346 | BOYAmt |
| EOY | $54,690,007 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,133,792 | BOYAmt |
| EOY | $65,164,967 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,770,263 | BOYAmt |
| EOY | $155,346,875 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,395,401 | BOYAmt |
| EOY | $275,201,849 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,115,715 | BOYAmt |
| EOY | $280,191,347 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,327,729 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,493,543 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $20,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,047,738 | 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 | $14,304,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,836,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,317,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,544,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,864,747 | CurrentTaxYearAmt |
| Total | $94,867,379 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,304,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,836,367 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,317,131 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,544,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,864,747 | CurrentTaxYearAmt |
| Total | $94,867,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,214,610 | SubstantialContributorsTotAmt |
| Public Support Total170 | $90,652,769 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,199,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,162,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,502,171 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,070,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,444,888 | CurrentTaxYearAmt |
| Total | $26,379,361 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $791,506 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $539,299 | CurrentTaxYearAmt |
| Total | $1,613,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $122,859,753 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $27,968,125 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73790 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70350 | 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 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 | $287,178 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $287,178 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $287,178 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $287,178 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,974,066 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $33,552,353 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $32,261,244 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $33,839,531 | 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 | $37,156 | CurrentYearMinus3Amt |
| Current Year Minus2 | $47,418 | CurrentYearMinus2Amt |
| Current Year Minus1 | $52,413 | CurrentYearMinus1Amt |
| Current Year | $287,178 | CurrentYearAmt |
| Total | $424,165 | 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 |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,423 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,550 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,138 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $16,111 | TotalAmt |
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 | 324 | TotalEasementsCnt |
| Total Acreage | 19660.00 | TotalAcreageCnt |
| Historic Structure Easements | 6 | HistoricStructureEasementsCnt |
| Historic Strctr Easements Aftr | 3 | HistoricStrctrEasementsAftrCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 2 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 6210.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $273,810 | 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 | $1,046,369 | BeginningBalanceAmt |
| Distributions During Year | $5,910 | DistributionsDuringYearAmt |
| Ending Balance | $1,040,459 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $146,926,417 | BeginningYearBalanceAmt |
| Contributions | $437,824 | ContributionsAmt |
| Investment Earnings Or Losses | $3,529,616 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,704,076 | OtherExpendituresAmt |
| Administrative Expenses | $1,045,078 | AdministrativeExpensesAmt |
| End Year Balance | $143,144,703 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,972,983 | BeginningYearBalanceAmt |
| Contributions | $272,739 | ContributionsAmt |
| Investment Earnings Or Losses | $17,720,803 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,641,405 | OtherExpendituresAmt |
| Administrative Expenses | $1,398,703 | AdministrativeExpensesAmt |
| End Year Balance | $146,926,417 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $128,951,462 | BeginningYearBalanceAmt |
| Contributions | $1,804,159 | ContributionsAmt |
| Investment Earnings Or Losses | $15,930,646 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,542,637 | OtherExpendituresAmt |
| Administrative Expenses | $3,170,647 | AdministrativeExpensesAmt |
| End Year Balance | $136,972,983 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,431,697 | BeginningYearBalanceAmt |
| Contributions | $654,030 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,140,940 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,515,887 | OtherExpendituresAmt |
| Administrative Expenses | $2,477,438 | AdministrativeExpensesAmt |
| End Year Balance | $128,951,462 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $137,129,892 | BeginningYearBalanceAmt |
| Contributions | $1,274,612 | ContributionsAmt |
| Investment Earnings Or Losses | $10,800,647 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,395,460 | OtherExpendituresAmt |
| Administrative Expenses | $1,377,994 | AdministrativeExpensesAmt |
| End Year Balance | $141,431,697 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18880 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.81120 | 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 | $90,311,129 | OtherCostOrOtherBasisAmt |
| Book Value | $90,311,129 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,228,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,982,068 | DepreciationAmt |
| Book Value | $21,246,749 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,349,987 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,586,669 | DepreciationAmt |
| Book Value | $763,318 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,962,183 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,408,928 | DepreciationAmt |
| Book Value | $1,553,255 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $113,874,451 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NON-MARKETABLE ALTERNATIVES | $25,802,084 | F |
| GLOBAL EQUITIES | $29,485,259 | F |
| EMERGING MARKETS | $5,749,422 | F |
| MARKETABLE ALTERNATIVES | $30,822,034 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $91,858,799 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYMENT LIABILITY | Desc |
| Amt | $1,752,404 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,752,404 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $39,316,000 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,493,543 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,043,806 | OtherRevenueAmt |
| Revenue Not Reported | -$4,537,349 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,853,349 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,045,078 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,223,547 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,178,469 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,674,880 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $38,527,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $38,527,000 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,045,078 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$2,224,927 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$1,179,849 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,347,151 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 5: | AS AN ACCREDITED LAND CONSERVATION ORGANIZATION, THE TRUSTEES OF RESERVATIONS AND AFFILIATE MASSACHUSETTS LAND CONSERVATION TRUST FOLLOW THE LAND TRUST ALLIANCE STANDARDS AND PRACTICES AND LAND TRUST ACCREDITATION COMMISSION GUIDANCE DOCUMENTS, AS THE APPROPRIATE GUIDELINES FOR THE DOCUMENTATION, MONITORING AND ENFORCEMENT OF PERPETUAL RESTRICTIONS. BASELINE DOCUMENTATION REPORTS THAT MEETS IRS STANDARDS ARE ALWAYS COMPLETED AND ACKNOWLEDGED AT OR BEFORE THE TIME OF RECORDING, AND UPDATED PERIODICALLY. THE ORGANIZATION CONDUCTS ANNUAL GROUND MONITORING OF ITS RESTRICTIONS, WITH INSPECTIONS DOCUMENTED THROUGH SIGNED MONITORING FORMS, ROUTE MAPS AND PHOTOGRAPHS TAKEN OF THE PROPERTY. ACCURATE COMPUTER MAPS OF EVERY RESTRICTION ARE MAINTAINED AND REGULARLY UPDATED BY OUR GEOGRAPHIC INFORMATION SYSTEM PROGRAM STAFF. ENFORCEMENT OF PROVISIONS OF RESTRICTIONS ARE TIMELY, REASONABLE AND PROPORTIONATE TO THE MATERIALITY AND SERIOUSNESS OF THE VIOLATION. DETERMINATION AND APPLICATION OF ENFORCEMENT STRATEGY IS THE RESPONSIBILITY OF THE CONSERVATION RESTRICTION PROGRAM STAFF UNDER THE OVERSIGHT OF THE LAND CONSERVATION COMMITTEE AND THE BOARD OF DIRECTORS. INDEPENDENT LEGAL ADVICE IS OBTAINED IN THE CASE OF SERIOUS ENFORCEMENT MATTERS. |
| PART II, LINE 9: | CONSERVATION EASEMENTS ARE EXPENSED AS INCURRED IF PURCHASED. DONATED CONSERVATION EASEMENTS ARE NOT RECORDED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| PART III, LINE 1A: | COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION IN 1891, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. CONTRIBUTIONS OF COLLECTION ITEMS ARE NOT REFLECTED ON THE STATEMENT OF ACTIVITIES. |
| PART III, LINE 4: | THE TRUSTEES OF RESERVATIONS' (THE TRUSTEES) MISSION IS TO PRESERVE, FOR PUBLIC USE AND ENJOYMENT, PROPERTIES OF EXCEPTIONAL SCENIC, HISTORIC, AND ECOLOGICAL VALUE IN MASSACHUSETTS. IN ADDITION TO PROTECTING LAND AND OPEN SPACE, THE TRUSTEES CARES FOR AND SHARES AN INCREDIBLE ARRAY OF HISTORIC HOMES AND GARDENS, CULTURAL LANDSCAPES AND OBJECT COLLECTIONS THAT SPAN 300 YEARS OF HISTORY. AMONGST THE MUSEUM HOUSES OWNED BY THE TRUSTEES, FIVE ARE NATIONAL HISTORIC LANDMARKS. THE ORGANIZATION'S HISTORIC COLLECTIONS INCLUDE BOOKS, MANUSCRIPTS, FINE AND DECORATIVE ARTS, HOUSEHOLD GOODS, PHOTOS AND PAINTINGS THAT PROVIDE A VALUABLE INTERPRETIVE TOOL TO CONNECT VISITORS TO THE LAND AND ITS HISTORY. ADDITIONALLY, THE COLLECTIONS SERVE AS AN HISTORICAL RECORD THAT IS CONSULTED BY STAFF AND VOLUNTEERS IN PRESERVING THE PROPERTIES. THE COLLECTIONS ARE ALSO MADE AVAILABLE TO RESEARCHERS FOR THE PURPOSE OF ADVANCING THE SCHOLARSHIP OF MASSACHUSETTS HISTORY AND CULTURE. |
| PART IV, LINE 1B: | THE ORGANIZATION'S AFFILIATE, HILLTOWN LAND TRUST 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 VALUE OF SPLIT-INTEREST AGREEMENTS -1,043,806. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -671,973. SPECIAL EVENT EXPENSES -190,674. RENTAL EXPENSES -1,364,306. ROUNDING 3,406. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -671,973. SPECIAL EVENT EXPENSES -190,674. RENTAL EXPENSES -1,364,306. ROUNDING 2,026. |
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 | $9,107,571 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTING | $2,634,561 |
| 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 | $11,742,132 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $11,742,132 | 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
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVALON CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2030 M STRRET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL SERVICES | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $222,433 | RetainedByContractorAmt |
| Net To Organization | $0 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $222,433 | 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 | NH | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BOSTON WATERFRONT GALA | Event1Nm |
| Gross Receipts Event1 | $512,850 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $229,050 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $283,800 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $30,565 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,150 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $78,498 | OtherDirectExpensesEvent1Amt |
| Event2 | MEALS IN THE MEADOW | Event2Nm |
| Gross Receipts Event2 | $276,810 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $128,205 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $148,605 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $22,536 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,716 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $106,894 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $106,894 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $3,500 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $48,209 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $896,554 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $357,255 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $539,299 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $56,601 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,650 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $130,423 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $190,674 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $348,625 | NetIncomeSummaryAmt |
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 | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARBARA ERICKSON | ||||||||||||||
| PRESIDENT & CEO | $387,544 | $0 | $37,500 | $0 | $300 | $0 | $12,518 | $0 | $0 | $0 | $437,862 | $0 | $0 | $0 |
| NOAH SCHNEIDERMAN THRU 918 | ||||||||||||||
| CHIEF OF FINAN & ADMIN., TREAS. | $161,479 | $0 | $10,000 | $0 | $861 | $0 | $9,140 | $0 | $17,886 | $0 | $199,366 | $0 | $0 | $0 |
| JOCELYN FORBUSH | ||||||||||||||
| CHIEF, OPS AND PROGRAMS, ASST. CLERK | $215,460 | $0 | $18,420 | $0 | $1,290 | $0 | $11,494 | $0 | $7,211 | $0 | $253,875 | $0 | $0 | $0 |
| EDWARD WILSON | ||||||||||||||
| CHIEF, DEVELOPMENT AND VOLUNTEERS | $238,055 | $0 | $8,231 | $0 | $1,530 | $0 | $12,648 | $0 | $20,770 | $0 | $281,234 | $0 | $0 | $0 |
| MATTHEW MONTGOMERY | ||||||||||||||
| CHIEF, MARKETING AND ENGAGEMENT | $201,764 | $0 | $8,006 | $0 | $1,530 | $0 | $10,654 | $0 | $10,195 | $0 | $232,149 | $0 | $0 | $0 |
| JOANNA BALLANTINE | ||||||||||||||
| VICE PRESIDENT, WESTERN REGION | $174,679 | $0 | $7,072 | $0 | $1,290 | $0 | $9,411 | $0 | $20,770 | $0 | $213,222 | $0 | $0 | $0 |
| ALICIA LEUBA | ||||||||||||||
| VICE PRESIDENT, EASTERN REGION | $169,606 | $0 | $5,253 | $0 | $1,530 | $0 | $9,152 | $0 | $22,170 | $0 | $207,711 | $0 | $0 | $0 |
| ROBERT WARREN | ||||||||||||||
| MANAGING DIRECTOR OF CONSERVATION | $140,354 | $0 | $0 | $0 | $2,671 | $0 | $7,012 | $0 | $444 | $0 | $150,481 | $0 | $0 | $0 |
| DENISE TRAPANI-HALL | ||||||||||||||
| DIRECTOR OF LEADERSHIP GIVING | $148,695 | $0 | $2,000 | $0 | $2,337 | $0 | $7,873 | $0 | $16,410 | $0 | $177,315 | $0 | $0 | $0 |
| SHARON KLEIN | ||||||||||||||
| DIRECTOR OF FINANCE | $146,107 | $0 | $2,000 | $0 | $1,707 | $0 | $7,649 | $0 | $7,821 | $0 | $165,284 | $0 | $0 | $0 |
| GRACE FAUVER | ||||||||||||||
| DIR. OF CORP. FOUNDATION AND GOV. | $147,841 | $0 | $0 | $0 | $1,071 | $0 | $7,474 | $0 | $6,911 | $0 | $163,297 | $0 | $0 | $0 |
| NICHOLAS BLACK | ||||||||||||||
| MANAGING DIR., BOSTON WATERFRONT | $149,600 | $0 | $0 | $0 | $690 | $0 | $3,844 | $0 | $11,008 | $0 | $165,142 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE BONUSES PAID WERE DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 76 | ContributionCnt |
| Noncash Contributions Rpt F990 | $713,380 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,048,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | 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 | A COMPLETE COPY OF THE FORM 990, EXCEPT FOR SCHEDULE B, IS FIRST PROVIDED TO THE FINANCE COMMITTEE, AND THEN 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 (NOT SEASONAL) 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 HUMAN RESOURCES DIRECTOR 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 BOARD'S COMPENSATION COMMITTEE ("COMMITTEE") REGULARLY REVIEWS COMPENSATION LEVELS FOR THE TRUSTEES' OFFICERS AND KEY EXECUTIVES TO ENSURE THAT ALL SUCH COMPENSATION IS BOTH REASONABLE AND APPROPRIATE GIVEN THE INDIVIDUAL'S ROLE AND PERFORMANCE AS WELL AS COMPENSATION LEVELS IN THE MARKETPLACE. THE COMMITTEE OPERATES UNDER A FORMAL CHARTER APPROVED BY THE BOARD. UNDER THE TERMS OF THE CHARTER, THE COMMITTEE IS RESPONSIBLE FOR THE TRUSTEES' OVERALL COMPENSATION PHILOSOPHY. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ACTIONS FOR ALL OFFICERS AND KEY EXECUTIVES BELOW THE CEO, AND MAKES RECOMMENDATIONS TO THE FULL BOARD FOR THE CEO'S COMPENSATION AFTER PREPARING A DETAILED ANNUAL PERFORMANCE REVIEW OF THE CEO. THE CHARTER'S PROVISIONS ARE DESIGNED TO ENSURE THAT ACTIONS TAKEN BY THE COMMITTEE AND THE BOARD WILL ENABLE THE TRUSTEES TO MAINTAIN A REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER IRC CODE SECTION 4958. ALL COMMITTEE AND BOARD MEMBERS THAT VOTE ON OFFICER AND KEY EXECUTIVE PAY DECISIONS ARE TRULY INDEPENDENT AND FREE FROM CONFLICTS OF INTEREST WITH RESPECT TO THEIR EFFORTS IN DETERMINING COMPENSATION LEVELS. MEMBERS OF MANAGEMENT NEITHER EXERT UNDUE INFLUENCE NOR DRIVE THE CONCLUSIONS OF THE COMPENSATION ANALYSES, AND THEY ARE NOT PRESENT DURING THE COMMITTEE'S DELIBERATIONS ABOUT THEIR OWN PAY. COMMITTEE MEMBERS BASE COMPENSATION RECOMMENDATIONS AND DECISIONS ON THEIR OWN EXTERNAL RESEARCH AND/OR INPUT FROM QUALIFIED INDEPENDENT EXTERNAL CONSULTANTS SELECTED BY THE COMMITTEE WHO ASSEMBLE OUTSIDE INFORMATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SIZED AND SITUATED ORGANIZATIONS. EXTERNAL DATA IS COLLECTED AND SUMMARIZED FROM MULTIPLE REPUTABLE PUBLISHED COMPENSATION SOURCES INCLUDING FORMS 990 AND PUBLISHED SURVEYS, FROM WHICH VALUES ARE "AGED" TO A COMMON DATE IN TIME AND REGIONALLY ADJUSTED WHEREVER APPROPRIATE. THE DECISION MAKERS ON THE COMMITTEE AND THE BOARD RECEIVE DETAILED ANALYSES, AND HAVE AMPLE OPPORTUNITY TO ASK QUESTIONS OF THE INDIVIDUALS WHO PREPARED THEM. INDEPENDENT COMPENSATION CONSULTANTS HIRED BY THE COMMITTEE HAVE NO PAST, PRESENT OR POTENTIAL FUTURE CONFLICTS OF INTEREST THAT WOULD COMPROMISE SUCH FIRMS' INDEPENDENCE IN CONDUCTING ANALYSES. FEES RECEIVED BY INDEPENDENT COMPENSATION CONSULTANTS ARE NOT CONTINGENT UPON THE ADOPTION OF ANY PARTICULAR ACTION OR EVENT RESULTING FROM EITHER THEIR WORK PROCESS OR THE USE OF THEIR RECOMMENDATIONS AND ANALYSES. THE COMMITTEE AND THE BOARD FINALIZE AND CONTEMPORANEOUSLY DOCUMENT ALL RECOMMENDED COMPENSATION ACTIONS FOR OFFICERS AND KEY EXECUTIVES, ENSURING THAT THEY ARE PROPERLY APPROVED AND DOCUMENTED PRIOR TO ANY SUCH PERSON'S RECEIPT OF SUCH COMPENSATION. |
| 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 -1,043,806. ROUNDING -3,932. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 | BEVERLY | MA | 01915 | 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) |
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 | $866,170 | 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 | $85,798 | 1.00000 | Yes (1) |
| CHARITABLE REMAINDER TRUST | |||||||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | 201948601 | INVESTMENTS | MA | THE TRUSTEES OF RESERVATIONS | T | $183,019 | 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 | 0 | 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 | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| M | $0 | N/A |
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| N | $0 | N/A |
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| D | $1,395,701 | FMV |
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| S | $849,141 | FMV |
| HILLTOWN LAND TRUST INC | ||
| M | $0 | N/A |
| HILLTOWN LAND TRUST INC | ||
| D | $69,639 | FMV |
| HILLTOWN LAND TRUST INC | ||
| O | $81,957 | FMV |
| HILLTOWN LAND TRUST INC | ||
| P | $249,976 | FMV |
| FRUITLANDS MUSEUM INC | ||
| D | $327,976 | FMV |
| FRUITLANDS MUSEUM INC | ||
| O | $635,821 | FMV |
| FRUITLANDS MUSEUM INC | ||
| N | $0 | 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 $31,974,066. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $287,178.2) 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 $12,934. 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 $335,640. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.4) FRUITLANDS MUSEUMS, INC., EIN: 04-2125003102 PROSPECT HILL ROAD, HARVARD, MA 01451THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $1,229,713. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0. | MeduimExplanationTxt |
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