2014-11-11T17:01:09-06:00 2014-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2013-07-01 201678932 ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY INC ROSE 6172920020 185 KNEELAND STREET BOSTON MA 02111 JESSE BRACKENBURY EXECUTIVE DIRECTOR 6172920020 2014-11-03 1 DAVID KELLEHER CPA P01059560 5083669100 2014-10-30 2013 2015-11-30 17:44:51Z JESSE BRACKENBURY 185 KNEELAND STREET BOSTON MA 02111 8058773 0 X WWW.ROSEKENNEDYGREENWAY.ORG X 2004 MA SEE ATTACHED SCHEDULE O (MISSION STATEMENT, 2005) THE ROSE FITZGERALD KENNEDY GREENWAY CONSERVANCY IS A PRIVATE, NON-PROFIT CORPORATION DEDICATED TO RAISING BROAD-BASED SUPPORT TO ENSURE STANDARDS OF EXCELLENCE IN THE DESIGN, SUSTAINABILITY AND USE OF THE ROSE FITZGERALD KENNEDY GREENWAY. TO SECURE THE GREENWAY'S FUTURE AS ONE OF AMERICA'S FOREMOST URBAN PARKS, THE CONSERVANCY ADVOCATES FOR STANDARDS OF CONSISTENCY AND EXCELLENCE IN DESIGN; MANAGES ITS OPERATIONS WORKING COLLABORATIVELY TO CREATE, FINANCE, PROMOTE, AND COORDINATE PUBLIC PROGRAMS AND EVENTS FOR THE GENERAL PUBLIC TO ENJOY; AND RAISES ADEQUATE AND STABLE FUNDING IN SUPPORT OF LONG-RANGE PUBLIC USES. THE CONSERVANCY WORKS TO ACHIEVE ITS PUBLIC MISSION IN A PUBLIC/PRIVATE PARTNERSHIP WITH THE COMMONWEALTH OF MA. 19 19 49 733 0 0 4247887 3033686 0 578124 1148275 1100846 517730 -72673 5913892 4639983 26166 0 0 0 2192570 2047528 0 0 424560 1674980 1954241 3893716 4001769 2020176 638214 21090073 21953882 802383 354861 20287690 21599021 X SEE PART I, LINE 1 0 1 2379518 67105 SEE ATTACHED SCHEDULE O - HORTICULTURE AND MAINTENANCESUMMARY AND ACCOMPLISHMENTS:THE CONSERVANCY IS THE DESIGNATED STEWARD OF THE ROSE KENNEDY GREENWAY, BOSTON'S MILE-AND-A-HALF OF CONTEMPORARY PARKS THAT CONNECT PEOPLE AND THE CITY WITH BEAUTY AND FUN. IN A PUBLIC-PRIVATE PARTNERSHIP WITH THE COMMONWEALTH OF MASSACHUSETTS, THE CONSERVANCY PROGRAMS, MAINTAINS, AND IMPROVES THE PARKS.IN FY14, THE CONSERVANCY CONTINUED TO MAKE THE GREENWAY A JOY-FILLED PLACE FOR RESIDENTS AND VISITORS:- THE GREENWAY CAROUSEL AT THE TIFFANY & CO. FOUNDATION GROVE OPENED TO THE PUBLIC ON-TIME, ON-BUDGET, AND WITH MUCH FANFARE. IT HAS ALREADY BECOME A NEW LANDMARK IN BOSTON.- THE HORTICULTURE CONTINUES TO IMPROVE THROUGH OUR AWARD-WINNING ORGANIC LANDSCAPE CARE. WE MADE UPGRADES AND REPLACEMENTS ACROSS THE GREENWAY NORTH END GARDEN BEDS, INSTALLING PLANT SIGNAGE, PLANTING 27,000 ADDITIONAL BULBS. - WE CONDUCTED/OFFERED MORE THAN 300 FREE PROGRAMS ON THE GREENWAY. DUE TO THE FREE EVENTS, OUR NATIONALLY-RECOGNIZED MOBILE EATS PROGRAM, THE CAROUSEL, AND OUR FREE WI-FI NETWORK, WE ATTRACTED OVER 800,000 VISITORS, PLUS MILLIONS MORE WHO CASUALLY ENJOY GREENWAY PLAZAS, GARDENS, AND PATHS. FOR THESE EFFORTS, WE WON AN ARTS & ENTERTAINMENT AWARD FROM BOSTINNO.- WE EXPANDED OUR PUBLIC ART EFFORTS, ANNOUNCING NEW INITIATIVES AND INSTALLING A NEW MURAL ON THE GREENWAY WALL AT DEWEY SQUARE PARK THROUGH A PARTNERSHIP WITH THE INSTITUTE OF CONTEMPORARY ART. - WE COMPLETED A SUCCESSFUL FIRST YEAR OF CONTRACTED CARE FOR THE ARMENIAN HERITAGE PARK.- OUR MAINTENANCE TEAM ACCOMPLISHED SIGNIFICANT REPAIRS TO THE LIGHT BLADES, HARBOR FOG, CHINATOWN FOUNTAIN, AND MASONRY, WHILE CONTINUING THE DAILY RESPONSIBILITIES OF MAINTAINING A CLEAN, FUNCTIONAL PARK. HORTICULTUREWE CONTINUE TO IMPROVE THE GREENWAY'S BEAUTY THROUGH SKILLED, ATTENTIVE MAINTENANCE AND IMPORTANT, THOUGHTFUL IMPROVEMENTS. THE CONSERVANCY USES ORGANIC AND SUSTAINABLE LANDSCAPE PRACTICES THAT ARE INNOVATIVE, AWARD-WINNING, AND FISCALLY SOUND. THE GREENWAY IS BOSTON'S ONLY ORGANICALLY-MAINTAINED PUBLIC PARK AND ONE OF A HANDFUL OF ORGANICALLY-MAINTAINED URBAN PARKS IN THE UNITED STATES; OUR SUSTAINABILITY EFFORTS HAVE EARNED US A MAYOR'S GREENOVATE AWARD. GREENWAY PLANTS ARE HEALTHIER, MORE RESILIENT, AND BETTER ABLE TO WITHSTAND THE STRESS OF PUBLIC USE AND THE DEMANDS OF AN URBAN ENVIRONMENT BECAUSE OF OUR MANAGEMENT PRACTICES. THE CONSERVANCY'S POLICY OF NOT USING HERBICIDES AND TOXINS ALSO ENSURES THAT RUN-OFF FROM THE PARKS WILL NOT POLLUTE BOSTON HARBOR OR HARM THE DELICATE MARINE LIFE. CHILDREN AND PETS CAN FREELY AND SAFELY PLAY ON OUR PARK LAWNS WITHOUT THE WORRY OF PESTICIDES. A HARVARD KENNEDY SCHOOL TEAM PARTNERED WITH US AND DETERMINED THAT OUR DAILY ORGANIC CARE IS LESS EXPENSIVE THAN A NON-ORGANIC APPROACH. THE CORNERSTONE OF OUR ORGANIC APPROACH IS OUR COMPOST TEA OPERATION. WE HAVE INCREASED APPLICATIONS OF OUR ORGANIC COMPOST TEA FROM 1,800 GALLONS IN 2010 TO 13,000 GALLONS ANNUALLY. THE DEPTH OF THE ROOTS ON THE GREENWAY HAS TRIPLED SINCE THE CONSERVANCY TOOK OVER PARK OPERATIONS AND INTRODUCED ORGANIC METHODS. THE PARK IS A NATIONAL WILDLIFE FEDERATION CERTIFIED WILDLIFE HABITAT.A WALK DOWN THE GREENWAY REVEALS LUSH GREEN GRASS AND THRIVING GARDEN BEDS. OUR SUSTAINABLE HORTICULTURE PRACTICES INCLUDE WEED MANAGEMENT, TOP SEEDING AND AERATION, ORGANIC DEBRIS COMPOSTING FOR FERTILIZER APPLICATIONS, AND EFFICIENT WATER USAGE. IN ADDITION, THE GREENWAY'S DEWEY SQUARE PARK FEATURES POLLINATOR, EDIBLE, DEMONSTRATION, AND RAIN GARDENS. 59 PLANTER CONTAINERS THROUGHOUT THE PARK ARE CHANGED SEASONALLY WITH ARRANGEMENTS CONSISTENT WITH THEIR PARK SURROUNDINGS. AN IMPORTANT PROJECT THIS YEAR WAS THE SPRING REPLANTING IN THE NORTH END PARK ALONG THE PERGOLA BETWEEN HANOVER AND NORTH ST. WE INSTALLED NEW PLANTS, INCLUDING EVERGREENS AND ROSES. PLANTS WERE SELECTED TO SCREEN AGAINST THE TRAFFIC ON THE ADJOINING SURFACE STREETS, TO PROVIDE FOUR SEASON INTEREST, AND FOR URBAN-HARDINESS. DAFFODILS AND OTHER FLOWERING BULBS WERE REPLANTED BACK INTO THE GARDEN BED, AND OTHER REMOVED PLANTS WERE TRANSPLANTED ELSEWHERE IN THE PARK. THIS PROJECT WAS BASED ON INPUT FROM COMMUNITY MEETINGS HELD OVER THE LAST SEVERAL YEARS.WE MADE UPGRADES ALONG THE LENGTH OF THE GREENWAY. IN CHINATOWN, WE SIGNIFICANTLY FILLED IN GARDEN BEDS THROUGHOUT THE PARK. IN THE FORT POINT CHANNEL PARKS, WE ADDED EVERGREENS FOR WINTER INTEREST AND STRUCTURE, A NEW GARDEN BED TO ANCHOR A PARK ENTRANCE, AND INSTALLED PLANT SIGNAGE. IN THE WHARF DISTRICT PARKS, IN CONJUNCTION WITH THE NEW PLANTINGS AROUND THE GREENWAY CAROUSEL, WE FILLED IN PLANTINGS ALONG THE PROMENADE. THROUGHOUT THE GREENWAY, 21 FAILING STREET TREES WERE REPLACED AND AN ADDITIONAL 27,000 BULBS WERE ADDED.WE HAVE PLACED AN INCREASED EMPHASIS ON OUR VOLUNTEER PROGRAM. STRATEGICALLY, WE HAVE MADE HANDS-ON LEARNING THROUGH VOLUNTEERING A FOCUS FOR OUR EDUCATIONAL EFFORTS. BRINGING PEOPLE TO DIG IN THE SOIL SHOULDER-TO-SHOULDER WITH OUR HORTICULTURAL STAFF IS A TERRIFIC WAY TO TELL THE STORY OF OUR ORGANIC CARE OF THIS ROOF-TOP GARDEN. FOLLOWING ANOTHER BIG INCREASE IN VOLUNTEER HOURS (UP FROM 2,183 IN 2012 TO 3,118 IN 2013), WE HIRED OUR FIRST FULL-TIME VOLUNTEER COORDINATOR WHO HAS INCREASED AND DIVERSIFIED THE OPPORTUNITIES AND PARTNERSHIPS FOR THE 2014 SEASON. ALREADY WE HAVE CREATED A NEW COLLABORATION WITH THE UNITED WAY FOR THE CARE OF THE DEWEY SQUARE PARK GARDENS. ON THE STRENGTH OF REVIEWS FROM VOLUNTEERS, THE CONSERVANCY HAS CONSISTENTLY WON THE TOP RATED AWARD FROM GREATNONPROFITS.ORG. MAINTENANCEIN FY14 THE MAINTENANCE DEPARTMENT RESPONDED TO THE DAILY AND SEASONAL DEMANDS OF RUNNING A CLEAN, GREEN, AND SAFE PARK. OUR TEAM CARES FOR SEVEN WATER FEATURES, ACRES OF GRANITE PAVING, COMPLEX LIGHTING SYSTEMS, AND MORE. THE CONSERVANCY'S MAINTENANCE STAFF HANDLES REPAIRS, FOUNTAIN MAINTENANCE, AND OTHER SKILLED TASKS; OUR EFFORTS ARE SUPPLEMENTED BY OUR CONTRACTED NON-PROFIT PARTNER, WORK INC., WHICH EMPLOYS INDIVIDUALS WITH DISABILITIES. WORK INC. HANDLES BASIC PARK CARE-INCLUDING LAWN MOWING, LITTER AND TRASH REMOVAL, AND SNOW REMOVAL-AND HELPS PROVIDE AN IN-PARK PRESENCE 16 HOURS PER DAY, 365 DAYS PER YEAR. IN ADDITION, THIS WAS THE FIRST YEAR OF A THREE-YEAR, COMPETITIVELY-AWARDED CONTRACT TO MAINTAIN THE BEAUTIFUL FOUNTAINS, LABYRINTH, AND GARDENS IN ARMENIAN HERITAGE PARK.REGULAR WORK INCLUDES FOUNTAIN CARE, WELDING REPAIRS, RE-LAMPING, VEHICLE MAINTENANCE, AND MORE. WE ADDED A MASON TO OUR STAFF WHO RESET LOOSE PAVERS, REPAIRED HANDICAPPED RAMPS, RESTORED FAILED MORTAR JOINTS AND RE-CAULKED SEVERAL FAILED EXPANSION JOINTS THROUGHOUT THE GREENWAY. SEASONALLY, THE MAINTENANCE TEAM SETS OUT AND REMOVES MOVEABLE FURNITURE; STARTS-UP AND THEN DECOMMISSIONS AND WINTERIZES THE SEVEN WATER FEATURES; INSTALLS AND REMOVES WINTER LIGHTING; AND SUPERVISES ACRES OF SNOW REMOVAL.THIS YEAR WE ACCOMPLISHED NUMEROUS MAINTENANCE PROJECTS. OUR TEAM UPGRADED THE FAILING LIGHT BLADE COMPONENTS, INCLUDING THE DESIGN, FABRICATION, AND INSTALLATION OF A NEW MOUNTING SYSTEM. WE RESTORED THE HARBOR FOG WATER FEATURE TO FULLY OPERATIONAL, ADDRESSING PROBLEMATIC LIGHTS, SPEAKERS AND CONTROLLER. FOLLOWING WATER INTRUSION INTO THE CHINATOWN FOUNTAIN VAULT, WE MADE NECESSARY REPAIRS TO MINIMIZE FOUNTAIN DOWNTIME AND RESTORE 100% OPERATION; AS PART OF THIS WORK WE CORRECTED A FLAW IN THE ORIGINAL DESIGN AND INSTALLATION OF THE SUMP PUMP PIPING. WE REMOVED AND RESET 27 PIECES OF GRANITE WALL CAP AT ONE OF THE NORTH END FOUNTAINS; WE DISCOVERED THAT THE ORIGINAL PARK CONSTRUCTION HAD FAILED TO SEAL JOINTS AND SEALED THESE TO PREVENT FUTURE HEAVING. WE PAINTED NO-BIKING SIGNS ON THE PAVEMENT ON ALL PARCELS. WE RE-GRADED, RAKED OUT AND COMPACTED THE STONE DUST PATHS. THE TRASH CANS' RUSTING LEVELING FEET WERE REPLACED. WE REMOVED THE RUST STAINS FROM THE STONE SLABS IN SEVERAL FOUNTAINS. TO SUPPORT THE NEW "LITTLE FREE LIBRARY" PROGRAM, WE INSTALLED FOOTINGS, INCLUDING WELDING, PAINTING, AND POURING CONCRETE FOOTINGS. 381171 543217 SEE ATTACHED SCHEDULE O - PUBLIC ACTIVITIES - PROGRAMS AND ARTPUBLIC ACTIVITIES - PROGRAMS AND ART:THE CONSERVANCY HAS BROUGHT VIBRANCY TO THE GREENWAY. IN ADDITION TO THE MILLIONS OF VISITORS WHO PASSIVELY ENJOY OUR FOUNTAINS AND GARDENS, THE PATRONAGE AT PARK OFFERINGS-EVENTS, WI-FI, CAROUSEL, AND MOBILE EATS-INCREASED 23% TO 801,000 IN 2013, ON TOP OF A 66% INCREASE IN 2012. THE GREENWAY HOSTED MORE THAN 300 FREE EVENTS. TOURISTS, WORKERS, AND RESIDENTS MEET AND PLAY ON THE GREENWAY, MOVING THROUGH THE GARDENS FROM THE FOUNTAINS TO THE FOOD TRUCKS TO THE NEARBY ATTRACTIONS. THIS YEAR, BOSTINNO NAMED THE GREENWAY ONE OF ITS WINNERS FOR ARTS & ENTERTAINMENT.WE LAUNCHED NEW PROGRAMS AND CONTINUED FAVORITES. WE INTRODUCED THE BOSTON CALLING BLOCK PARTIES, HELD WEEKLY AT DEWEY SQUARE PARK WITH OUTDOOR MUSIC AND DRINKS. WE HOSTED 7 PIANOS AS PART OF THE CELEBRITY SERIES' PLAY ME I'M YOURS, AND SOLAR-POWERED PHONE-CHARGING BENCHES THROUGH A PARTNERSHIP WITH THE MIT MEDIA LAB. THE TWICE WEEKLY SEASONAL FARMERS MARKET AT DEWEY SQUARE PARK CONTINUED, AND A NEW TWICE-WEEKLY SEASONAL MARKET WAS ADDED ACROSS FROM THE NORTH END PARKS. WE COLLABORATED WITH ORGANIZATIONS SUCH AS THE BOSTON PUBLIC MARKET ASSOCIATION, NATIONAL CENTER FOR RACE AMITY, CHINATOWN MAIN STREETS, AND SUSTAINABLE BUSINESS NETWORK. MANY PEOPLE FLOCKED TO THE POPULAR GREENWAY OPEN MARKET, BERKLEE COLLEGE OF MUSIC CONCERT SERIES, AND RACE AMITY DAY. AND WE HOSTED SCORES OF FREE FITNESS CLASSES FROM YOGA TO CROSSFIT. THESE EFFORTS WERE COMPLIMENTED BY THE NATIONALLY ACCLAIMED GREENWAY MOBILE EATS PROGRAM AND ONE OF MASSACHUSETTS' LARGEST FREE WI-FI NETWORKS.THE GREENWAY CONSERVANCY HAS BECOME A LEADER IN CONTEMPORARY PUBLIC ART IN BOSTON. PUBLIC ART ON THE GREENWAY GIVES RESIDENTS, WORKERS, AND TOURISTS A REASON TO VISIT, LINGER, AND DISCUSS. IN FY14, FUNDED ENTIRELY WITH PRIVATE DONATIONS, WE INSTALLED THE SECOND MURAL ON THE GREENWAY WALL AT DEWEY SQUARE PARK. THE MURAL, REMANENCE: SALT AND LIGHT (PART II) BY MATTHEW RITCHIE, WAS FEATURED ON THE FRONT PAGE OF THE BOSTON GLOBE. IT CONTINUED THE PARTNERSHIP WITH THE INSTITUTE OF CONTEMPORARY ART THAT WAS BEGUN WITH THE AWARD-WINNING MURAL "THE GIANT OF BOSTON" BY BRAZILIAN TWINS OS GEMEOS. THE CONSERVANCY ANNOUNCED A PARTNERSHIP WITH THE MUSEUM OF FINE ARTS FOR THE THIRD ITERATION OF THE MURAL, TO BE INSTALLED IN FALL 2014. THE CONSERVANCY ALSO ANNOUNCED PLANS TO HIRE A FULL-TIME PUBLIC ART CURATOR AND TO BRING IN 2015 A DRAMATIC AERIAL SCULPTURE FROM RENOWNED LOCAL ARTIST JANET ECHELMAN. WE CONTINUED OUR PARTNERSHIPS WITH FLASH FORWARD PHOTOGRAPHY FESTIVAL AND THE FIGMENT PARTICIPATORY ART FESTIVAL FOR PROGRAMMING ON THE GREENWAY.THE GREENWAY GALA IS THE CONSERVANCY'S ANNUAL FUNDRAISING EVENT. IN FY14, THE GALA WAS HOSTED ON THE GREENWAY FOR THE SECOND TIME, WELCOMING GUESTS INTO A SPECTACULAR TENT WITH DECORATIONS PUT TOGETHER BY THE CONSERVANCY'S HORTICULTURE TEAM. THE NIGHT WAS A GLOWING SUCCESS - ATTENDED BY 450 REPRESENTATIVES FROM THE BUSINESS COMMUNITY, NONPROFIT COMMUNITY GROUPS, CORPORATIONS, FOUNDATIONS AND INDIVIDUALS. THE GALA PROVIDES THE CONSERVANCY AN OPPORTUNITY TO SAY THANK YOU TO OUR SUPPORTERS AND PROVIDES A PLATFORM FOR SHARING OUR CURRENT AND FUTURE INITIATIVES. 288587 SEE ATTACHED SCHEDULE O - PLANNING AND DESIGNPLANNING AND DESIGN: ON LABOR DAY WEEKEND 2013, AFTER THREE YEARS OF PLANNING, DESIGN, FABRICATION AND INSTALLATION, THE GREENWAY CAROUSEL, AT THE TIFFANY & CO. FOUNDATION GROVE, OPENED TO THE PUBLIC ON-TIME, ON-BUDGET, AND WITH MUCH FANFARE. PRIVATE DONATIONS COVERED 95% OF THE TOTAL PROJECT COSTS, WITH PUBLIC SUPPORT THROUGH A COMPETITIVELY-AWARDED GRANT.THE ONE-OF-A-KIND, ARTIST-CRAFTED CAROUSEL FEATURES NATIVE CREATURES THAT SEEM TO PRANCE, SWOOSH AND SPLASH AS THEY ROTATE AROUND IN THEIR FANCIFUL POSES TO THE DELIGHT OF CHILDREN AND ADULTS. THE GREENWAY CAROUSEL FEATURES 14 DIFFERENT CHARACTERS NATIVE TO THE LAND, SEA AND SKY OF MASSACHUSETTS INCLUDING A SEA TURTLE, RABBIT, LOBSTER, COD, PEREGRINE FALCON, AND SKUNK. THE CHARACTERS WERE INSPIRED BY THE DRAWINGS OF BOSTON SCHOOL CHILDREN; CLASSROOM PRESENTATIONS AND SITE VISITS KEPT THE ELEMENTARY SCHOOL CHILDREN UPDATED ON THE PROGRESS OF THE CAROUSEL THEY HELPED DESIGN. THE DRAWINGS WERE BROUGHT TO LIFE BY THE CHARACTER SCULPTURES OF NEWBURYPORT ARTIST JEFF BRIGGS. THE LOCATION OF THE CAROUSEL, ACROSS FROM FANEUIL HALL, THE ARMENIAN HERITAGE PARK, AND THE AQUARIUM, WITH THE NATIONAL PARK SERVICE HARBOR ISLANDS KIOSK IN THE MIDDLE, CREATES A NATURAL GATHERING SPOT. THE CAROUSEL IS CLOSE TO THE NORTH END AND WHARF DISTRICT NEIGHBORHOODS, OFFERING A NEW ATTRACTION TO THOSE WHO LIVE OR VISIT BOSTON. THE CAROUSEL PROVIDES CONNECTION TO AND BETWEEN CITY NEIGHBORS, AS WELL AS STRONG PARTNERSHIPS WITH OTHER BOSTON ATTRACTIONS. THE TABLES, CHAIRS, UMBRELLAS, AND THE GARDENS IN THE TIFFANY & CO. FOUNDATION GROVE THAT SURROUND THE GREENWAY CAROUSEL CREATE A BEAUTIFUL, WELCOMING ENVIRONMENT WITH FOUR SEASON PLANTINGS, COMFORTABLE SEATING AND FILTERED SHADE. THE CAROUSEL OFFERS AN INVITING SPACE FOR RELAXATION, AND CREATES A PLACE WHERE PEOPLE OF ALL AGES AND BACKGROUNDS WANT TO VISIT. THE GREENWAY CAROUSEL USES UNIVERSAL DESIGN PRINCIPLES TO CREATE ACCESS FOR PEOPLE OF ALL ABILITIES. WITH THE GUIDANCE OF THE INSTITUTE FOR HUMAN CENTERED DESIGN, THE CAROUSEL WAS DESIGNED TO SUBTLY AND EFFECTIVELY OFFER ALL RIDERS DELIGHTFUL EXPERIENCES. IT IS NEW ENGLAND'S MOST ACCESSIBLE CAROUSEL FOR ADULTS AND YOUTH WITH PHYSICAL OR AUDITORY DISABILITIES, AND IN THE FIRST HOUR OF OPENING ALONE, THE WHEELCHAIR RAMP WAS UTILIZED SEVEN TIMES. RIDERSHIP HAS EXCEEDED EXPECTATIONS AND FINANCIAL PROJECTIONS. THE CAROUSEL, OPEN SEASONALLY, DREW 51,902 RIDERS IN FALL 2013 AND 39,300 RIDERS THROUGH THE MIDDLE OF 2014. CHILDREN WHO VISIT THE AQUARIUM AND VIEW A SEA TURTLE, MAKE A DEEPER CONNECTION WHEN THEY RIDE ON THE CAROUSEL'S SEA TURTLE. WEDDING, BACHELOR AND BACHELORETTE PARTIES STOP FOR PHOTOS ON THE CAROUSEL AS WELL. THE CAROUSEL IS A SIGNIFICANT NET CONTRIBUTOR TO THE CONSERVANCY'S OPERATIONS, HELPING SUPPORT THE 300 FREE ANNUAL PROGRAMS ON THE GREENWAY. 83069 SEE ATTACHED SCHEDULE O - GREEN & GROW - YOUTH WORKFORCE DEVELOPMENTFOR FOUR YEARS, THE CONSERVANCY CARRIED OUT ITS EDUCATIONAL EFFORTS PRINCIPALLY THROUGH THE GREEN & GROW WORKFORCE DEVELOPMENT PROGRAM. THE PROGRAM PROVIDED A PIPELINE TO FUTURE STUDIES/TRAINING OR ENVIRONMENTALLY FOCUSED JOBS. IT COMBINED JOB READINESS TRAINING WITH CAREER EXPLORATION, ENVIRONMENTAL EDUCATION, ACADEMIC SUPPORT, TEAM BUILDING, PERSONAL ATTENTION FROM MENTORS AND ATTRACTIVE COMPENSATION.IN THE FIRST TWO MONTHS OF FISCAL YEAR 14, THE CONSERVANCY CONTINUED TO OFFER THE GREEN & GROW INTERNSHIP PROGRAM IN WHICH THE PARTICIPANTS GAINED ON-THE-JOB EXPERIENCE ALONGSIDE OUR STAFF. AFTER GRADUATING THE SUMMER GREEN & GROW INTERN CLASS IN AUGUST 2013, THE CONSERVANCY CEASED ITS GREEN & GROW PROGRAM. BASED ON THE CONSERVANCY'S REVISED APPROACH TO EDUCATIONAL EFFORTS, THE REMAINDER OF FY14 WAS FOCUSED ON EXPANSION OF THE VOLUNTEER PROGRAM AS DESCRIBED IN OUR SUMMARY OF HORTICULTURE ACCOMPLISHMENTS. 83069 3132345 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 49 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X JESSE BRACKENBURY 6172920020 185 KNEELAND STREET BOSTON MA 02111 CHERYL CRONIN DIRECTOR 1.00 X 0 0 0 CLINTON BENCH DIRECTOR 1.00 X 0 0 0 HELEN CHIN SCHLICHTE DIRECTOR 1.00 X 0 0 0 CHRISTOPHER FINCHAM DIRECTOR 1.00 X 0 0 0 ROBERT GORE TREASURER AND DIRECTOR 2.00 X X 0 0 0 CHRISTOPHER BETKE DIRECTOR 1.00 X 0 0 0 SUSANNE LAVOIE DIRECTOR 1.00 X 0 0 0 JAMES CHAN DIRECTOR 1.00 X 0 0 0 MARTIN LYNN DIRECTOR 2.00 X 0 0 0 MAGGIE FELLNER HUNT CLERK AND DIRECTOR 1.00 X X 0 0 0 GEORGIA MURRAY CHAIR AND DIRECTOR 4.00 X X 0 0 0 CHRISTINE MANFREDI DIRECTOR 2.00 X 0 0 0 YOUNG PARK VICE CHAIR AND DIRECTOR 2.00 X X 0 0 0 JANE PAPPALARDO DIRECTOR 1.00 X 0 0 0 JOHN PREGMON DIRECTOR 1.00 X 0 0 0 ROBYN REED DIRECTOR 1.00 X 0 0 0 TIM MORNINGSTAR DIRECTOR 1.00 X 0 0 0 VIVIEN WU DIRECTOR 1.00 X 0 0 0 MAEVE VALLELY-BARTLETTE DIRECTOR 1.00 X 0 0 0 JESSE BRACKENBURY COO, THEN EXECUTIVE DIRECTOR 55.00 X 143300 0 23826 STEVEN ANDERSON DIRECTOR OF PARK OPERATION 50.00 X 106136 0 19272 JODI WOLIN DIRECTOR OF DEVELOPMENT 50.00 X 118044 0 7050 LINDA JONASH DIRECTOR OF PLANNING & DES 50.00 X 101713 0 8707 469193 0 58855 4 0 1 0 WORK INC 25 BEACH STREET DORCHESTER MA 02122 BASIC PARK MAINTENANCE 564980 CAROUSEL & CARVINGS 1476 LIKENS ROAD MARION OH 43302 CAROUSEL FABRICATORS 402363 GREENWAY CAROUSEL ENTERTAINMENT 201 SOMERVILLE AVE SOMERVILLE MA 02143 CAROUSEL OPERATOR 153650 WINDHAVEN INVESTMENT MANAGEMENT 1 INTERNATIONAL PLACE 33 BOSTON MA 02110 INVESTMENT SERVICES 109749 4 528090 1903600 601996 3033686 FOOD VENDING INCOME 713110 261966 261966 CAROUSEL REVENUE 722210 137398 137398 PROGRAM FEES 900099 96930 96930 MAINTENANCE REVENUE 900099 67105 67105 OPEN MARKET 900099 14725 14725 578124 752596 752596 3637119 3288869 348250 348250 348250 25050 528090 129921 -104871 -104871 OTHER INCOME 900099 32198 32198 32198 4639983 610322 0 995975 191422 76569 82950 31903 1490755 1059141 181907 249707 18096 13536 3346 1214 203909 181876 8074 13959 143346 98784 22449 22113 15007 11311 1572 2124 67436 45780 12040 9616 97894 97894 58696 43241 5912 9543 12472 9803 1195 1474 246503 183322 26175 37006 123327 120303 1282 1742 CONTRACTED SERVICES 840722 823695 17027 DIRECT PROGRAM EXPENSE 453210 427090 26120 PUBLIC OUTREACH 25572 25572 PROFESSIONAL DEVELOPMEN 13402 12322 68 1012 4001769 3132345 444864 424560 1461545 603993 947947 144980 113443 10364 31120 6221 22656 4722273 545586 2930378 4176687 9668917 16536585 6389119 21090073 21953882 802383 354861 802383 354861 X 4234572 5757967 2548348 2336284 13504770 13504770 20287690 21599021 21090073 21953882 638214 673117 0 X X 0 1 X 1 0 X 3837361 3950445 3916848 5603759 3033686 20342099 57592 214939 213943 235047 244361 965882 3894953 4165384 4130791 5838806 3278047 21307981 1042228 20265753 156765 266863 312083 310133 752596 1798440 32198 32198 23138619 578124 0.87580 0.94320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 13134 0 0 13134 0 PART I-A, LINE 1: THE CONSERVANCY MONITORS LEGISLATION THAT MAY AFFECT THE GREENWAY AND MEETS WITH ELECTED OFFICIALS TO KEEP THEM ABREAST OF OUR MISSION AND ACTIVITIES. 13504770 2265431 607148 15163053 13504770 686381 686381 13504770 13504770 524941 524941 13504770 13527270 -22500 1022991 1022991 13504770 12139770 1387500 156765 156765 13527270 0.89100 0.10900 0 0 4588401 475288 4113113 20869 8530 12339 113003 61768 51235 4176687 TIFF MULTI ASSET FUND 6389119 F 6389119 X 5547377 673117 332171 1005288 4542089 97894 97894 4639983 4236046 332171 332171 3903875 97894 97894 4001769 PART V, LINE 4: THE CONSERVANCY ADHERES TO THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). THE ASSETS IN ITS PERMANENTLY RESTRICTED ENDOWMENT FUND ARE DONOR-RESTRICTED ASSETS UNTIL APPROPRIATED ACCORDING TO THE DONOR STIPULATION FOR EXPENDITURE BY THE CONSERVANCY. THE CONSERVANCY HAS ADOPTED AN INVESTMENT AND SPENDING POLICY FOR ITS ENDOWMENT ASSETS AND FOR ANY BOARD DESIGNATED NET-ASSETS THAT IS DESIGNED TO PRESERVE CAPITAL THROUGH RISK MANAGEMENT WHILE PROVIDING A LEVEL OF SUPPORT FOR THE CONSERVANCY AND ITS PROGRAMS. PART X, LINE 2: THE CONSERVANCY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENTS REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CONSERVANCY HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2014. THE CONSERVANCY'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. GREENWAY GALA 553140 528090 25050 80433 29378 2730 17380 553140 528090 25050 80433 29378 2730 17380 129921 -104871 X X X X X 0 0 0 0 0 0 0 0 0 JESSE BRACKENBURY COO, THEN EXECUTIVE DIRECTOR 143300 0 0 0 0 0 4572 0 19254 0 167126 0 0 0 PART I, LINE 4 SEE ATTACHED SCHEDULE O FOR DESCRIPTION OF COMPENSATION REVIEW PROCEDURES FORM 990, PART III, LINE 3 IN 2013 THE GREEN & GROW PROGRAM REACHED A CRITICAL JUNCTURE, FACING ISSUES RELATED TO COSTS AND ALIGNMENT WITH THE CONSERVANCY'S CORE MISSION. WITH THE HELP OF THE NON-PROFIT INSTITUTION TDC, A WORKING GROUP OF STAFF AND BOARD MEMBERS REEVALUATED THE CONSERVANCY'S EDUCATIONAL STRATEGY. BASED ON THEIR ASSESSMENT, IN 2014 THE CONSERVANCY ADOPTED A REVISED APPROACH TO OUR EDUCATIONAL EFFORTS, ONE FOCUSED ON VOLUNTEERISM TO BETTER ALIGN WITH OUR CORE STEWARDSHIP MISSION. FORM 990, PART VI, SECTION A, LINE 7A PER COMMONWEALTH LAW, AND THE ACTS OF 2008, CERTAIN MEMBERS OF THE BOARD OF DIRECTORS ARE APPOINTED BY ELECTED OFFICIALS OR BY GOVERNMENT AGENCIES. FORM 990, PART VI, SECTION B, LINE 11 AFTER INTERNAL REVIEW BY THE CONSERVANCY'S FINANCE DEPARTMENT AS WELL AS BY ITS EXECUTIVE DIRECTOR, A DRAFT OF THE FORM 990 IS DELIVERED TO THE FINANCE, AUDIT, AND RISK MANAGEMENT COMMITTEE (FARMC) OF THE BOARD OF DIRECTORS FOR ITS REVIEW AND COMMENT. THE FARMC MEETS WITH THE CONSERVANCY'S INDEPENDENT ACCOUNTING FIRM TO REVIEW ANY QUESTIONS IT MAY HAVE. ONCE THE FARMC APPROVES THE DRAFT FORM 990, THE INDEPENDENT AUDITING FIRM PROVIDES A FINAL VERSION FOR REVIEW BY THE FULL BOARD PRIOR TO THE RETURN BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONSERVANCY'S BOARD OF DIRECTORS SIGN THE CONFLICT OF INTEREST POLICY YEARLY. DISCLOSURES ARE FILED WITH THE CONSERVANCY'S FINANCE, AUDIT AND RISK MANAGEMENT COMMITTEE WHICH REVIEWS THE FILINGS AND REPORTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A IN 2011 AND AGAIN IN 2014, AN AD HOC BOARD WORKING GROUP CONSIDERED FORM 990 EXECUTIVE DIRECTOR COMPENSATION FROM COMPARABLE ORGANIZATIONS AS WELL AS DATA FROM AN FY12 STUDY BY AN INDEPENDENT CONSULTANT TO DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION. THE FY12 STUDY IS POSTED ON OUR WEBSITE ALONG WITH OUR 5-YEAR BUSINESS PLAN. FORM 990, PART VI, SECTION C, LINE 19 THE CONSERVANCY'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM PC AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND POSTED ON THE CONSERVANCY'S WEBSITE - WWW.ROSEKENNEDYGREENWAY.ORG. FORM 990, PART VI, SECTION B, LINE 15B: THE CONSERVANCY DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.