2020-11-16T10:00:20-06:00 2019-12-31 042513210 GERALD T REILLY & COMPANY 424 ADAMS STREET MILTON MA 02186 990 2019-01-01 042111550 HALE RESERVATION INC HALE 7813261770 80 CARBY STREET WESTWOOD MA 02090 CURT STEVENSON PRESIDENT 7813261770 2020-11-13 1 FRANK T ARDITO CPA P00028884 6176968900 2020-11-13 24.218.101.198 2020-11-13 07:49:09 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 7046157541947AE452C07F4C9A2269487080E4A5 2019 2021-01-29 14:40:06Z CURT STEVENSON 80 CARBY STREET WESTWOOD MA 02090 4888118 0 X HALE1918.ORG X 1930 MA OFFER OUTDOOR RECREATION AND EDUCATION PROGRAMS AND ACT AS STEWARD FOR 1,137 ACRES RESERVATION. 25 25 285 70 0 0 1214074 1917874 2295346 2712203 104919 101709 121558 148826 3735897 4880612 0 0 0 0 2397266 2313267 0 0 622926 1548023 1679841 3945289 3993108 -209392 887504 8553105 9484893 1461828 1367399 7091277 8117494 X TO OFFER EDUCATIONAL AND RECREATIONAL OPPORTUNITIES THAT DEVELOP SELF-CONFIDENCE, INSPIRE A PASSION FOR LEARNING, AND ENCOURAGE AN APPRECIATION FOR THE NATURAL ENVIRONMENT. 0 0 2993145 2713255 THE CORE OF HALE'S PROGRAMMING FOCUSES ON GIVING CHILDREN AND FAMILIES' OPPORTUNITIES TO BE OUTSIDE AND ACTIVE ON OUR 1,137 ACRES OF TRAILS, PONDS AND WOODS. AMONG THE PROGRAMS OFFERED, HALE FACILITATES SUMMER CAMP EXPERIENCES FOR MORE THAN 4,400 CHILDREN EACH SUMMER, AND SCHOOL YEAR PROGRAMS FOR AN ADDITIONAL 8,800 CHILDREN. THESE OPPORTUNITIES REACH 75 COMMUNITIES IN GREATER BOSTON, AND MORE THAN 25% OF ATTENDEES COME FROM BOSTON ITSELF. IN ADDITION TO OUR CAMP AND EDUCATIONAL PROGRAMS, HALE OFFERS RECREATIONAL OPPORTUNITIES TO FAMILIES THROUGH OUR SUMMER CLUB, PUBLIC ACCESS AND RENTAL PROGRAMS. PROGRAMMITC GOALS INCLUDE GROWTH OF OUR PARTNERSHIPS WITH BOSTON PUBLIC SCHOOLS TO OFFER UNIQUE, ENRICHING OPPORTUNITIES FOR BOSTON YOUTH. IN 2018, HALE BEGAN A MULTI-YEAR CAMPAIGN TO SUPPORT CAPITAL AND PROGRAM IMPROVEMENTS, AS WELL AS INCREASE THE ORGANIZATION'S ENDOWMENT. 2993145 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 285 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 1 1 0 MA X X DIANE COLLINS 7813261770 80 CARBY STREET WESTWOOD MA 02090 JENNIFER ANTONUCCI DIRECTOR 2.00 X 0 0 0 WILLIAM CHAMBERLIN DIRECTOR 2.00 X 0 0 0 JOHN REDMOND TREASURER 3.00 X X 0 0 0 NANCY HARDING DIRECTOR 2.00 X 0 0 0 CURT STEVENSON PRESIDENT OF THE BOARD 6.00 X X 0 0 0 LENNOX CHASE DIRECTOR 2.00 X 0 0 0 TIM CONNORS DIRECTOR 2.00 X 0 0 0 LINDA HUNTER SECRETARY 3.00 X X 0 0 0 WILLIAM REISSFELDER DIRECTOR 2.00 X 0 0 0 WAYNE SMITH DIRECTOR 2.00 X 0 0 0 RICHARD COHEN DIRECTOR 2.00 X 0 0 0 JACK TROY DIRECTOR 2.00 X 0 0 0 DAVID GERBER DIRECTOR 2.00 X 0 0 0 ROBERT HANSEL DIRECTOR 2.00 X 0 0 0 CHRIS MCKEOWN DIRECTOR 2.00 X 0 0 0 TIMOTHY CODRINGTON DIRECTOR 2.00 X 0 0 0 TEENA WAJSGRAS DIRECTOR 2.00 X 0 0 0 KRIS BLUE DIRECTOR 2.00 X 0 0 0 REBECCA GALEOTA DIRECTOR 2.00 X 0 0 0 JACK SHARRY VICE PRESIDENT 4.00 X X 0 0 0 ANDREW STAUBER DIRECTOR 2.00 X 0 0 0 FRANCESCA FEDERICO DIRECTOR 2.00 X 0 0 0 LEWIS MARTEN DIRECTOR 2.00 X 0 0 0 STEPHEN SOSKE DIRECTOR 2.00 X 0 0 0 PEG UNDERHILL DIRECTOR 2.00 X 0 0 0 ERIC ARNOLD EXECUTIVE DIRECTOR 50.00 X 106248 0 13038 106248 0 13038 1 0 0 0 DEMONT & ASSOCIATES 2 MONUMENT SQUARE 6TH FL PORTLAND ME 04101 PHILANTHROPY CAMPAIGN CONSULTANTS 324600 PRATT CONSTRUCTION CO PO BOX 731 MARATON MILLS MA 02648 GENERAL CONTRACTORS 193495 2 1917874 1917874 PROGRAM SERVICE FEES 713990 2712203 2712203 2712203 101709 101709 155280 7506 147774 147774 OTHER INCOME 900099 1052 1052 1052 4880612 2713255 0 249483 119287 59643 29822 29822 1877864 1623443 109480 144941 83993 59954 10579 13460 82201 70591 2792 8818 149922 127149 10306 12467 18802 12939 5760 103 370784 40190 5738 324856 90370 59828 2695 27847 84198 54104 15813 14281 40269 27356 10541 2372 54703 21272 33431 15579 7668 4634 3277 42803 1031 41772 304180 279578 23099 1503 123724 96330 26740 654 TRANSPORTATION 143645 143645 BUILDING MAINTENANCE 141992 128832 11880 1280 PROGRAM MATERIALS 137414 119308 2091 16015 VEHICLE EXPENSE 34146 20327 12048 1771 77232 39957 17816 19459 3993108 2993145 377037 622926 510376 629336 322032 390557 76340 514122 14783 30184 25879 47399 10956894 4378801 6499577 6578093 1104118 1295202 8553105 9484893 209468 135299 309486 414692 942874 817408 1461828 1367399 X 6154982 7277028 936295 840466 7091277 8117494 8553105 9484893 887504 121963 16750 0 X X 0 1 X 1 0 X 1698133 1446036 1028092 957454 1393690 6523405 1831306 1920786 2210027 2295346 2712203 10969668 3529439 3366822 3238119 3252800 4105893 17493073 265000 343912 131445 403928 119862 1264147 93657 87385 13440 316362 510368 1021212 358657 431297 144885 720290 630230 2285359 15207714 103995 53686 90025 104919 101709 454334 103995 53686 90025 104919 101709 454334 880 20 -134 6092 1453 8311 3634314 3420528 3328010 3363811 4209055 17955718 0.84700 0.85070 0.02530 0.02680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 520926 76210 597136 562368 -41442 520926 502683 59685 562368 481794 20889 502683 510170 -13072 15304 481794 0 0 2394763 2394763 5775239 2508928 3266311 578237 482770 95467 2208655 1387103 821552 6578093 MUTUAL FUNDS - EQUITIES 1047873 F MUTUAL FUNDS - FIXED INCOME 125678 F MONEY MARKET FUNDS 121651 F 1295202 5157743 121963 147662 7506 277131 4880612 0 4880612 4131526 130912 7506 138418 3993108 0 3993108 PART V, LINE 4: TO BENEFIT DISADVANTAGED CHILDREN AND FAMILIES UNABLE TO PAY FOR THE RESERVATION'S PROGRAMS PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENT 7,506. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENT 7,506. HALE BOSTON MARATHON BAA 155280 155280 7506 155280 155280 7506 7506 147774 FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS HAVE VOTING RIGHTS WHICH ARE LIMITED TO THE ANNUAL MEETING AND ANY OTHER SPECIAL MEETINGS HELD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND PROVIDED TO THE FINANCE AND AUDIT COMMITTEE FOR THEIR REVIEW PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MONITORS THIS ANNUALLY TO ENSURE COMPLIANCE BY REQUIRING COMPLETION OF AN ANNUAL DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE MEETS ANNUALLY TO DISCUSS SALARY INCREASES. TOP MANAGEMENT COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 990 REPORTS ARE AVAILABLE UPON REQUEST AND THROUGH GUIDESTAR.ORG WEBSITE. ALL DOCUMENTS ARE STORED IN A LOCKED ROOM IN THE OFFICE. FORM 990, PART XI, LINE 2C NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS.