TRUSTEES OF RESERVATIONS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF RESERVATIONS (EIN 04-2105780)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2013-02-14
- IRS object ID
- 201310459349300766
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T09:34:57-06:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263753134 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042105780 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUSTEES OF RESERVATIONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 9789211944 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 572 ESSEX STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN MCCRAE | Name |
| Title | VP FINANCE & ADMIN/CFO | Title |
| Phone | 9789211944 | Phone |
| Date Signed | 2013-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG KLEIN | Name |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANDREW KENDALL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 572 ESSEX STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 74701985 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.THETRUSTEES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1891 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE TRUSTEES OF RESERVATIONS PRESERVE, FOR PUBLIC USE AND ENJOYMENT, PROPERTIES OF EXCEPTIONAL SCENIC, HISTORIC, AND ECOLOGICAL VALUE IN MASSACHUSETTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 695 | TotalNbrEmployees |
| Total Nbr Volunteers | 1600 | TotalNbrVolunteers |
| Total Gross UBI | -157805 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -157805 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12914620 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11831854 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2289928 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2423607 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4507193 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5286478 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1536752 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1118429 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21248493 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20660368 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 30000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11533444 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11832089 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 11250 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 106401 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1491063 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6869918 | OtherExpensePriorYear |
| Other Expenses Current Year | 7448103 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18429612 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19416593 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2818881 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1243775 | RevenuesLessExpensesCY |
| Total Assets BOY | 234266256 | TotalAssetsBOY |
| Total Assets EOY | 233685994 | TotalAssetsEOY |
| Total Liabilities BOY | 4776323 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4295980 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 229489933 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 229390014 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE TRUSTEES OF RESERVATIONS WORKS TO PROTECT THE SPECIAL PLACES THAT PRESERVE THE QUALITY OF LIFE AND DEFINE THE DISTINCT CHARACTER OF MASSACHUSETTS. THE TRUSTEES IS SUPPORTED BY MORE THAN 100,000 MEMBERS (44,000 MEMBER HOUSEHOLDS) IN PROTECTING 100 PUBLICLY-ACCESSIBLE RESERVATIONS COMPRISING OVER 24,000 ACRES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8201241 | Expense |
| Revenue | 2507255 | Revenue |
| Description | PROPERTY STEWARDSHIP - THE TRUSTEES OF RESERVATIONS (TTOR) OWNS AND MANAGES A STATEWIDE SYSTEM OF SPECIAL PLACES CALLED "RESERVATIONS" - OVER 24,000 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 - WHICH ARE OPEN FOR PUBLIC USE AND ENJOYMENT. THE CARE OF THESE PROPERTIES IS HANDLED BY ABOUT 125 YEAR-ROUND STAFF SKILLED IN LANDSCAPE MANAGEMENT, AGRICULTURE, HORTICULTURE AND ARBORICULTURE. IN ADDITION, PROPERTY STEWARDSHIP EMPLOYS A FEW HUNDRED SEASONAL EMPLOYEES, PRIMARILY DURING THE PEAK SUMMER VISITATION PERIOD. OVER ONE MILLION PEOPLE VISIT THE RESERVATIONS EACH YEAR TO RECREATE, RELAX, AND ENJOY THE OUTDOORS WITH FAMILY AND FRIENDS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2227062 | Expense |
| Revenue | 25638 | Revenue |
| Description | LAND & COMMUNITY CONSERVATION - SINCE ITS FOUNDING IN 1891, TTOR HAS HELPED TO PROTECT APPROXIMATELY 66,000 ACRES OF LAND ACROSS MASSACHUSETTS EMPLOYING A SUITE OF STRATEGIES INCLUDING LAND ACQUISITION, CONSERVATION RESTRICTIONS AND ASSISTANCE TO OTHER LAND TRUSTS AND AGENCIES. FOR THE FISCAL YEAR ENDED MARCH 31, 2012, TTOR AQUIRED 25 ADDITIONAL ACRES, PROTECTED AN ADDITIONAL 106 ACRES THROUGH 9 CONSERVATION RESTRICTIONS AND HELPED TO PROTECT AN ADDITIONAL 255 ACRES THROUGH 9 ASSIST PROJECTS. TTOR'S HIGHLANDS COMMUNITY INITIATIVE IS WORKING WITH TOWNS IN WESTERN MASSACHUSETTS TO IMPROVE ZONING REGULATIONS, DEVELOP OPEN SPACE PLANS AND PROMOTE THE COMMUNITY PRESERVATION ACT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1675071 | Expense |
| Revenue | 136946 | Revenue |
| Description | RESOURCE PROTECTION AND PLANNING:HISTORIC RESOURCES - THE HISTORIC RESOURCE STAFF IS RESPONSIBLE FOR THE STEWARDSHIP AND PRESENTATION OF TTOR'S HISTORIC PROPERTIES INCLUDING HOUSE MUSEUMS (FIVE OF WHICH ARE NATIONAL HISTORIC LANDMARKS), 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 TEAM WORKS WITH REGIONAL STAFF TO ADDRESS THE CAPITAL NEEDS OF TTOR'S MORE THAN 250 BUILDINGS AND STRUCTURES. TOGETHER THEY DEVELOP STRATEGIES AND IDENTIFY THE RESOURCES NECESSARY FOR MAINTAINING THESE STRUCTURES AND ENSURING THAT THEY OPERATE EFFICIENTLY AND SUSTAINABLY.PLANNING - TTOR'S PLANNING STAFF DEVELOP AND IMPLEMENT PROPERTY MANAGEMENT PLANS, COORDINATE AND CONDUCT RESEARCH ON A WIDE VARIETY OF ECOLOGICAL ISSUES, AND MANAGE A GEOGRAPHIC INFORMATION SYSTEM TO COLLECT, ORGANIZE AND ANALYZE INFORMATION ABOUT TTOR'S PROPERTIES AND TO PREPARE PUBLICATION-READY MAPS FOR VISITOR USE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3805119 | Expense |
| Grants | 30000 | Grants |
| Revenue | 130227 | Revenue |
| Description | OTHER PROGRAM SERVICES:EDUCATION AND ENGAGEMENT - TTOR HAS DEVELOPED A FOCUSED EDUCATION INITIATIVE USING ITS RESERVATIONS FOR ENGAGING THE SURROUNDING COMMUNITIES 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. IN 2012, TTOR OFFERED 1,309 EDUCATIONAL PROGRAMS REACHING 82,481 CHILDREN AND ADULTS. COMMUNICATIONS AND MARKETING - THIS DEPARTMENT HELPS TO SUPPORT TTOR'S OUTREACH EFFORTS BY COMMUNICATING WITH MEMBERS, SUPPORTERS AND THE GENERAL PUBLIC THROUGH A VARIETY OF MEDIA. THESE MEDIA INCLUDE TTOR'S WEBSITE, EMAIL MARKETING, A QUARTERLY MEMBER MAGAZINE AND ANNUAL REPORTS. THEY ALSO DESIGN AND PRODUCE A RANGE OF PRINTED MATERIALS INCLUDING PROPERTY GUIDES, NEWSLETTERS, BROCHURES, INVITATIONS, INTERPRETIVE SIGNAGE AND MAPS. MEMBER SERVICES - THE MEMBERSHIP DEPARTMENT WORKS IN CONJUNCTION WITH COMMUNICATIONS AND MARKETING IN MANAGING THE RECRUITMENT, RETENTION AND CUSTOMER SERVICE ACTIVITIES FOR ITS MORE THAN 44,000 MEMBER HOUSEHOLDS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 3805119 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 30000 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 130227 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 15908493 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 138 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 695 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | NL | NameOfForeignCountry |
| Name Of Foreign Country | EI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN MCCRAE | NamePerson |
| Telephone Number | 9789211944 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 572 ESSEX STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| DAVID CROLL | ||||||||
| CHAIRMAN | 10.00 | X | X | 0 | 0 | 0 | ||
| BRIAN KINNEY | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| AMY AUERBACH | ||||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| AUGUSTA STANISLAW | ||||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| JOSEPH BREVARD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| REBECCA GARDENER CAMPBELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM CONSTABLE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID COSTELLO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID FOSTER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NATHAN HAYWARD III | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JAMES HOYTE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ELIZABETH JOHNSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EDWARD LADD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| W HUGH MORTON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DEBORAH MOSES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS NICHOLOSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| EUNICE JOHNSON PANETTA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KILLARY RAYPORT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KRISTIN CAMPBELL SAMUELSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT SCHMALZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CYRUS TARAPOREVALA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN THOMAS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANDREW KENDALL | ||||||||
| PRESIDENT | 40.00 | X | 212150 | 0 | 34686 | |||
| JOHN MCCRAE | ||||||||
| VP FINANCE & ADMIN/CFO | 40.00 | X | 183023 | 0 | 32636 | |||
| KATHERINE GROVE | ||||||||
| VP ADVANCEMENT | 40.00 | X | 162276 | 0 | 11062 | |||
| JOHN BRADLEY | ||||||||
| DIRECTOR OF MEMBERSHIPS | 40.00 | X | 56449 | 0 | 9789 | |||
| WESLEY WARD | ||||||||
| VP LAND CONSERVATION | 40.00 | X | 155363 | 0 | 12427 | |||
| KATHY ABBOTT | ||||||||
| EXECUTIVE VP | 40.00 | 180586 | 0 | 15023 | X | |||
| AMY KANT | ||||||||
| MAJOR GIFT OFFICER | 40.00 | 117894 | 0 | 7956 | X | |||
| VALERIE BURNS | ||||||||
| PRESIDENT, BNAN | 40.00 | 111527 | 0 | 25452 | X | |||
| DAVID BEARDSLEY | ||||||||
| REGIONAL DIRECTOR | 40.00 | 100828 | 0 | 2789 | X | |||
| LISA VERNEGAARD | ||||||||
| DIRECTOR | 40.00 | 100236 | 0 | 13937 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1380332 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 165757 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| ALLSOPP DESIGN INC | |||||
| 587 BAY ROAD | HAMILTON | MA | 01936 | GENERAL CONTRACTING | 431511 |
| SUMCO ECO-CONTRACTING | |||||
| 16 FRONT STREET STE 206 | SALEM | MA | 01970 | GENERAL CONTRACTING | 296702 |
| SOURCE ONE IT INC | |||||
| 38 MONTVALE AVE STE 315 | STONEHAM | MA | 02180 | INFORMATION TECHNOLOGY | 259223 |
| NOS NEW ENGLAND | |||||
| 9 OTIS STREET | WESTBOROUGH | MA | 01581 | GENERAL CONTRACTING | 155655 |
| CRICKET PRESS | |||||
| 50 SUMMER STREET | MANCHESTER | NH | 01944 | PRINTING SERVICES | 105814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
| Membership Dues | 2969891 | MembershipDues |
| Government Grants | 722984 | GovernmentGrants |
| All Other Contributions | 8138979 | AllOtherContributions |
| Noncash Contributions | 254200 | NoncashContributions |
| Total Contributions | 11831854 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESERVATION RECEIPTS | 900099 | 1533486 | 1533486 |
| SPECIAL PERMITS | 900099 | 544527 | 544527 |
| PROGRAM FEES | 900099 | 345594 | 345594 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2423607 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 616608 | TotalRevenueColumn |
| Exclusion | $616,608 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1866220 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1217471 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 648749 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 648749 | TotalRevenueColumn |
| Unrelated Business Revenue | -6298 | UnrelatedBusinessRevenue |
| Exclusion | $655,047 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 56111665 | Securities |
| Other | 960768 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 51257556 | Securities |
| Other | 1145007 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4854109 | Securities |
| Other | -184239 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4669870 | TotalRevenueColumn |
| Related Or Exempt Function Income | 100669 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -284908 | UnrelatedBusinessRevenue |
| Exclusion | $4,854,109 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 12263 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 11083 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1180 | TotalRevenueColumn |
| Exclusion | $1,180 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 552967 | GrossSalesOfInventory |
| Cost Of Goods Sold | 410500 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142467 | TotalRevenueColumn |
| Unrelated Business Revenue | 83158 | UnrelatedBusinessRevenue |
| Exclusion | $59,309 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | 275790 | 275790 | |
| INC./(LOSS) FROM PARTN | 900099 | 50243 | 50243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 326033 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20660368 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2800066 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -157805 | UnrelatedBusinessRevenue |
| Exclusion | $6,186,253 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Program Services | 30000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 973661 | Total |
| Program Services | 432066 | ProgramServices |
| Management And General | 252207 | ManagementAndGeneral |
| Fundraising | 289388 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8389675 | Total |
| Program Services | 7170420 | ProgramServices |
| Management And General | 670410 | ManagementAndGeneral |
| Fundraising | 548845 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 390312 | Total |
| Program Services | 333393 | ProgramServices |
| Management And General | 31297 | ManagementAndGeneral |
| Fundraising | 25622 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1268623 | Total |
| Program Services | 998841 | ProgramServices |
| Management And General | 147580 | ManagementAndGeneral |
| Fundraising | 122202 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 809818 | Total |
| Program Services | 659998 | ProgramServices |
| Management And General | 78656 | ManagementAndGeneral |
| Fundraising | 71164 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124163 | Total |
| Program Services | 86558 | ProgramServices |
| Management And General | 36665 | ManagementAndGeneral |
| Fundraising | 940 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98275 | Total |
| Management And General | 98275 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121775 | Total |
| Program Services | 121775 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106401 | Total |
| Fundraising | 106401 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1100970 | Total |
| Program Services | 973730 | ProgramServices |
| Management And General | 24057 | ManagementAndGeneral |
| Fundraising | 103183 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28613 | Total |
| Program Services | 28588 | ProgramServices |
| Fundraising | 25 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 177513 | Total |
| Program Services | 48337 | ProgramServices |
| Management And General | 122517 | ManagementAndGeneral |
| Fundraising | 6659 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436495 | Total |
| Program Services | 432550 | ProgramServices |
| Management And General | 3945 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 219065 | Total |
| Program Services | 187949 | ProgramServices |
| Management And General | 10911 | ManagementAndGeneral |
| Fundraising | 20205 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50880 | Total |
| Program Services | 32079 | ProgramServices |
| Management And General | 10039 | ManagementAndGeneral |
| Fundraising | 8762 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1171129 | Total |
| Program Services | 1115255 | ProgramServices |
| Management And General | 54254 | ManagementAndGeneral |
| Fundraising | 1620 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 309743 | Total |
| Program Services | 80994 | ProgramServices |
| Management And General | 228749 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROPERTY SERVICES | 554190 | 552257 | 1727 | 206 |
| MAINTENANCE & REPAIRS | 481611 | 480879 | 732 | |
| PRINTING & PUBLICATIONS | 437861 | 384750 | 11528 | 41583 |
| VEHICLE FUEL & MAINTENA | 292009 | 291948 | 61 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1843811 | Total |
| Program Services | 1466126 | ProgramServices |
| Management And General | 233427 | ManagementAndGeneral |
| Fundraising | 144258 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19416593 | Total |
| Program Services | 15908493 | ProgramServices |
| Management And General | 2017037 | ManagementAndGeneral |
| Fundraising | 1491063 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20308 | BOY |
| EOY | 15703 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8004047 | BOY |
| EOY | 6844734 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2580425 | BOY |
| EOY | 2634864 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237331 | BOY |
| EOY | 621144 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447488 | BOY |
| EOY | 504726 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 353334 | BOY |
| EOY | 363487 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 105918768 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 10028472 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94032953 | BOY |
| EOY | 95890296 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43090990 | BOY |
| EOY | 42232798 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81962023 | BOY |
| EOY | 80867497 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3537357 | BOY |
| EOY | 3710745 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234266256 | BOY |
| EOY | 233685994 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1471554 | BOY |
| EOY | 1103884 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1662320 | BOY |
| EOY | 1860600 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1642449 | BOY |
| EOY | 1331496 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4776323 | BOY |
| EOY | 4295980 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43875567 | BOY |
| EOY | 43324013 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52618921 | BOY |
| EOY | 49579623 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132995445 | BOY |
| EOY | 136486378 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229489933 | BOY |
| EOY | 229390014 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234266256 | BOY |
| EOY | 233685994 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1243775 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1343694 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24836331 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16458950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15639426 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12914620 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11831854 | CurrentTaxYear |
| Total | 81681181 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24836331 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16458950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15639426 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12914620 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11831854 | CurrentTaxYear |
| Total | 81681181 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9859076 | AmountsSubstContributorsTotal |
| Public Support Total170 | 71822105 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4148381 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3493755 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1336639 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 950070 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2533070 | CurrentTaxYear |
| Total | 12461915 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 51692 | CurrentTaxYearMinus1Year |
| Total | 51692 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 704452 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 437415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 565230 | CurrentTaxYear |
| Total | 1707097 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 95901885 | TotalSupport |
| Gross Receipts From Admissions Etc | 14159018 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74890 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75120 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Belongs To Affiliated Group | X | OrgBelongsToAffiliatedGroup |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 71461 | FilingOrganizationsTotals |
| Affiliated Group Totals | 71461 | AffiliatedGroupTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 50314 | FilingOrganizationsTotals |
| Affiliated Group Totals | 50314 | AffiliatedGroupTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 121775 | FilingOrganizationsTotals |
| Affiliated Group Totals | 121775 | AffiliatedGroupTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 17803755 | FilingOrganizationsTotals |
| Affiliated Group Totals | 19500582 | AffiliatedGroupTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 17925530 | FilingOrganizationsTotals |
| Affiliated Group Totals | 19622357 | AffiliatedGroupTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 1000000 | AffiliatedGroupTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Affiliated Group Totals | 250000 | AffiliatedGroupTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
| Affiliated Group Totals | 0 | AffiliatedGroupTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,500,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 143952 | CurrentYearMinus2 |
| Current Year Minus1 | 128963 | CurrentYearMinus1 |
| Current Year | 121775 | CurrentYear |
| Total | 394690 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 750000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,125,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 97465 | CurrentYearMinus2 |
| Current Year Minus1 | 77967 | CurrentYearMinus1 |
| Current Year | 71461 | CurrentYear |
| Total | 246893 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Historic Land Area | X | HistoricLandArea |
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 362 | TotalNumberOfEasements |
| Total Acreage | 20001.00 | TotalAcreage |
| Nmbr Hist Struct Easements | 8 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 60 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 2 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 5828.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 216058 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 2789550 | BeginningBalance |
| Additions During Year | 6156 | AdditionsDuringYear |
| Distributions During Year | 16410 | DistributionsDuringYear |
| Ending Balance | 2779296 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 125052854 | BeginningOfYearBalance |
| Contributions | 1782529 | Contributions |
| Investment Earnings Or Losses | 3137365 | InvestmentEarningsOrLosses |
| Other Expenditures | 6137005 | OtherExpenditures |
| Administrative Expenses | 736428 | AdministrativeExpenses |
| End Of Year Balance | 123099315 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115579715 | BeginningOfYearBalance |
| Contributions | 1138652 | Contributions |
| Investment Earnings Or Losses | 15077753 | InvestmentEarningsOrLosses |
| Other Expenditures | 6079921 | OtherExpenditures |
| Administrative Expenses | 663345 | AdministrativeExpenses |
| End Of Year Balance | 125052854 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 93210253 | BeginningOfYearBalance |
| Contributions | 669625 | Contributions |
| Investment Earnings Or Losses | 28897020 | InvestmentEarningsOrLosses |
| Other Expenditures | 6535071 | OtherExpenditures |
| Administrative Expenses | 662112 | AdministrativeExpenses |
| End Of Year Balance | 115579715 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 130959138 | BeginningOfYearBalance |
| Contributions | 3378000 | Contributions |
| Investment Earnings Or Losses | -33619051 | InvestmentEarningsOrLosses |
| Other Expenditures | 7507834 | OtherExpenditures |
| End Of Year Balance | 93210253 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.18300 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.81700 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 77057598 | OtherCostOrOtherBasis |
| Book Value | 77057598 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24039812 | OtherCostOrOtherBasis |
| Depreciation | 6830204 | Depreciation |
| Book Value | 17209608 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1318844 | OtherCostOrOtherBasis |
| Depreciation | 860974 | Depreciation |
| Book Value | 457870 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3502514 | OtherCostOrOtherBasis |
| Depreciation | 2337294 | Depreciation |
| Book Value | 1165220 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 95890296 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| DOMESTIC EQUITIES | 1361619 | F |
| FIXED INCOME | 2809004 | F |
| COMMODITIES/NATURAL RESOURCES | 2696727 | F |
| NON-MARKETABLE ALTERNATIVES | 10124101 | F |
| GLOBAL EQUITIES | 22395317 | F |
| EMERGING MARKETS | 3426619 | F |
| MARKETABLE ALTERNATIVES | 38054110 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 80867497 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY PAYMENT LIABILITY | Description |
| Amount | $1,331,496 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1331496 | TotalOfAmounts |
| Total Revenue | 20660368 | TotalRevenue |
| Total Expenses | 19416593 | TotalExpenses |
| Excess Or Deficit For Year | 1243775 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3109152 | NetUnrealizedGLOnInvestments |
| Other | $1,765,458 | OtherAmount |
| Total Adjustments | -1343694 | TotalAdjustments |
| Excess Or Deficit Per FS | -99919 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 20808577 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3109152 | NetUnrealizedGainsInvestments |
| Other Revenues | 3257361 | OtherRevenues |
| Revenue Not Rptd F990 | 148209 | RevenueNotRptdF990 |
| Revenue Subtotal | 20660368 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 20660368 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22564158 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3147565 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3147565 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19416593 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19416593 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF EASEMENTS ENFORCEMENT POLICIES: | 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. |
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | CONSERVATION EASEMENTS ARE EXPENSED AS INCURRED IF PURCHASED. DONATED CONSERVATION EASEMENTS ARE NOT RECORDED IN THE ORGANIZATIONS 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' (TTOR) 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, TTOR 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 TTOR, FIVE ARE NATIONAL HISTORIC LANDMARKS. THE ORGANIZATION'S HISTORIC COLLECTIONS INCLUDE BOOKS, MANUSCRIPTS, FINE AND DECORATIVE ARTS, HOUSEHOLD GOODS, PHOTOS AND PAINTINGS THAT PROVIDE A VALUABLE INTERPRETIVE TOOL TO CONNECT VISITORS TO THE LAND AND ITS HISTORY. ADDITIONALLY, THE COLLECTIONS SERVE AS AN HISTORICAL RECORD THAT IS CONSULTED BY STAFF AND VOLUNTEERS IN PRESERVING THE PROPERTIES. THE COLLECTIONS ARE ALSO MADE AVAILABLE TO RESEARCHERS FOR THE PURPOSE OF ADVANCING THE SCHOLARSHIP OF MASSACHUSETTS HISTORY AND CULTURE. | |
| PART IV, LINE 1B: | THE ORGANIZATION'S AFFILIATES, BOSTON NATURAL AREAS NETWORK AND ARTHUR BANKS TRUST, HAVE INVESTMENTS INCLUDED IN THE PORTFOLIO OF THE TRUSTEES OF RESERVATIONS WHICH ARE REPORTED ON THEIR BALANCE SHEETS. ADDITIONALLY, THE ORGANIZATION IS SERVING AS AN ESCROW AGENT FOR THE COMMONWEALTH OF MASSACHUSETTS PENDING THE PASSAGE OF ARTICLE 97 LEGISLATION AUTHORIZING THE CONVEYANCE AND ACQUISITION OF LAND. | |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 AS ITS ONLY SIGNIFICANT TAX POSITION AND HAS DETERMINED THAT SUCH TAX POSITION DOES 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 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 267,933. TRANSFER FROM MASSACHUSETTS LAND CONSERVATION TRUST 1,656,200. OTHER ADJUSTMENTS -538. USE OF INTERNAL FUNDS -158,137. TOTAL TO SCHEDULE D, PART XI, LINE 8: 1,765,458. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES NETTED AGAINST REVENUES 2,784,061. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 267,933. USE OF INTERNAL FUNDS, NET 205,367. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES NETTED AGAINST REVENUES 2,784,061. USE OF INTERNAL FUNDS, NET 363,504. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTING | 16494381 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | INVESTING | 766293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 17260674 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 17260674 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 1 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|---|---|---|
| MILES RIVER DIRECT | ||||||||
| 19 BOARDMAN LANE | HAMILTON | MA | 01982 | DIRECT MAIL SERVICES | 0 | 0 | 11750 | 0 |
| AVALON | ||||||||
| 2030 M STREET NW SUITE 700 | WASHINGTON | DC | 20036 | DIRECT MAIL SERVICES | 0 | 0 | 94651 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 106401 | TotalRetainedByContractors |
| Licensed States | MA | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MI | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | THE CONTRACT WITH MILES RIVER DIRECT CONTAINS PROVISIONS FOR THE PAYMENT OF FEES SEPARATE FROM THE PAYMENT OF FUNDRAISING EXPENSES. APPROXIMATELY $178,000 IN COSTS FOR POSTAGE AND MATERIALS ARE PAID TO MILES RIVER DIRECT AND ARE PASSED THROUGH DIRECTLY TO THE USPS. PRODUCTION ITEMS INCLUDE A BLEND OF MATERIALS PURCHASED SUCH AS LETTER AND REPLY FORMS; ENVELOPES, AND PROMOTION BUCK SLIPS. APPROXIMATELY $11,750 IS PAID TO MILES RIVER FOR THEIR DIRECT FUNDRAISING/CONSULTING SERVICES. PAYMENTS MADE TO AVALON ARE FOR THEIR DIRECT FUNDRAISING/CONSULTING SERVICES. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON NATURAL AREAS NETWORK INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 SUMMER STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 043296273 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 30000 | AmountOfCashGrant |
| Method Of Valuation | BOOK | MethodOfValuation |
| Purpose Of Grant | OPERATIONS ASSISTANCE | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE TRUSTEES REQUIRES THE GRANTEE TO PROVIDE DOCUMENTATION TO VERIFY THE FUNDS WERE USED IN ACCORDANCE WITH THE PURPOSE OF THE AWARDED GRANT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREW KENDALL | |||||||||||||
| 203933 | 0 | 0 | 0 | 8217 | 0 | 14749 | 0 | 19937 | 0 | 246836 | 0 | 0 | 0 |
| JOHN MCCRAE | |||||||||||||
| 162293 | 0 | 20000 | 0 | 730 | 0 | 13199 | 0 | 19437 | 0 | 215659 | 0 | 0 | 0 |
| KATHERINE GROVE | |||||||||||||
| 158027 | 0 | 0 | 0 | 4249 | 0 | 11062 | 0 | 0 | 0 | 173338 | 0 | 0 | 0 |
| WESLEY WARD | |||||||||||||
| 139307 | 0 | 0 | 0 | 16056 | 0 | 9927 | 0 | 2500 | 0 | 167790 | 0 | 0 | 0 |
| KATHY ABBOTT | |||||||||||||
| 172455 | 0 | 0 | 0 | 8131 | 0 | 8691 | 0 | 6332 | 0 | 195609 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | JOHN MCCRAE, VP FINANCE & ADMIN/CFO, RECEIVED AN ONE TIME BONUS OF $20,000. | Explanation |
Schedule M IRS990ScheduleM
Qualified Contrib Other QualifiedContribOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | REVENUE NOT RECORDED | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 254200 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 3 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | SCHEDULE M, COLUMN (B) INDICATES THE NUMBER OF ITEMS CONTRIBUTED. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | BY POLICY, CONSERVATION EASEMENTS ARE NOT RECORDED AS REVENUES. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS FIRST REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEES. IT IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF A DISCUSSION AT A BOARD OF DIRECTORS MEETING PRIOR TO THE 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 DIRECTOR OF HUMAN RESOURCES PROVIDES THE CHAIRMAN OF THE BOARD OF DIRECTORS WITH MARKET DATA ON COMPENSATION FOR THE PRESIDENT, OFFICERS AND KEY EMPLOYEES, WHICH INCLUDES DATA FROM PEER ORGANIZATIONS. THE CHAIRMAN MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. A COMMITTEE OF THE BOARD REVIEWS THE CHAIRMAN'S RECOMMENDATION PRIOR TO THE REVIEW AND ULTIMATE APPROVAL BY THE BOARD OF DIRECTORS. IN ALL CASES, COMPENSATION IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS AND THERE IS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATIONS AND DECISIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST IN WRITING OR IN PERSON. THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. THE FORM 990 CAN ALSO BE FOUND AT WWW.GUIDESTAR.ORG | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,109,152. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 267,933. TRANSFER FROM MASSACHUSETTS LAND CONSERVATION TRUST 1,656,200. OTHER ADJUSTMENTS -538. USE OF INTERNAL FUNDS -158,137. TOTAL TO FORM 990, PART XI, LINE 5: -1,343,694. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| BOSTON NATURAL AREAS NETWORK | ||||||||||
| 62 SUMMER STREET | BOSTON | MA | 02109 | 042693273 | LAND CONSERVATION | MA | 501(C)(3) | LINE 7 | N/A | 1 |
| MASSACHUSETTS LAND CONVERSATION TRUST | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 223209651 | LAND CONSERVATION | MA | 501(C)(3) | LINE 11A, I | N/A | 1 |
| HILLTOWN LAND TRUST INC | ||||||||||
| 332 BULLITT ROAD | ASHFIELD AND CONWAY | MA | 01330 | 222831145 | LAND CONSERVATION | MA | 501(C)(3) | LINE 7 | N/A | 1 |
| ARTHUR BANKS TRUST | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 456308154 | TRUST | MA | 4947(A)(1) | LINE 11A, I | N/A | 1 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONSERVATION WIND PARTNERS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 572 ESSEX STREET | AddressLine1 |
| City | BEVERLY | City |
| State | MA | State |
| ZIP Code | 01915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452539428 | EIN |
| Primary Activity | RENEWABLE ENERGY PRODUCTION | PrimaryActivity |
| Legal Domicile State | DE | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TTOR SUSTAINABLE ENERGY CORP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeType |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|
| TRUST 1 | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 046750497 | INVESTMENTS | MA | N/A | T | 389390 | 1.00000 |
| TRUST 2 | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 046891402 | INVESTMENTS | MA | N/A | T | 118539 | 1.00000 |
| TRUST 3 | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 046938323 | INVESTMENTS | MA | N/A | T | 75046 | 1.00000 |
| TRUST 4 | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 046947790 | INVESTMENTS | MA | N/A | T | 58133 | 1.00000 |
| TRUST 5 | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 046991559 | INVESTMENTS | MA | N/A | T | 577491 | 1.00000 |
| TRUST 6 | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 134289231 | INVESTMENTS | MA | N/A | T | 51144 | 1.00000 |
| TRUST 7 | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 201948601 | INVESTMENTS | MA | N/A | T | 124739 | 1.00000 |
| TTOR SUSTAINABLE ENERGY CORP | ||||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | 452539169 | RENEWABLE ENERGY PRODUCTION | DE | N/A | C | 324276 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (16 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BOSTON NATURAL AREAS NETWORK INC | ||
| B | 30000 | COST |
| BOSTON NATURAL AREAS NETWORK INC | ||
| M | 0 | N/A |
| BOSTON NATURAL AREAS NETWORK INC | ||
| N | 712424 | COST |
| BOSTON NATURAL AREAS NETWORK INC | ||
| P | 762998 | COST |
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| K | 0 | N/A |
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| M | 0 | N/A |
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| N | 0 | COST |
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| R | 1656200 | COST |
| MASSACHUSETTS LAND CONSERVATION TRUST | ||
| Q | 445720 | COST |
| HILLTOWN LAND TRUST INC | ||
| K | 0 | N/A |
| HILLTOWN LAND TRUST INC | ||
| M | 0 | N/A |
| HILLTOWN LAND TRUST INC | ||
| N | 20444 | COST |
| HILLTOWN LAND TRUST INC | ||
| P | 34368 | COST |
| ARTHUR BANKS TRUST | ||
| C | 49584 | COST |
| ARTHUR BANKS TRUST | ||
| K | 0 | N/A |
| ARTHUR BANKS TRUST | ||
| N | 0 | N/A |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART IV: | ReturnReference |
| Explanation | ACTUAL TRUST NAMES HAVE BEEN OMITTED TO PROTECT THE PRIVACY OF THE CONTRIBUTORS. SUCH INFORMATION IS AVAILABLE TO THE IRS UPON REQUEST. | Explanation |
Affiliated Group Attachment AffiliatedGroupAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | AFFILIATED GROUP MEMBERS INCLUDE:1) THE TRUSTEES OF RESERVATIONS, EIN: 04-2105780 572 ESSEX STREET, BEVERLY, MA 01915 THIS MEMBER HAS MADE AN ELECTION UNDER SECTION 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $17,803,755. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $121,775.2) MASSACHUSETTS LAND CONSERVATION TRUST, EIN: 22-3209651 572 ESSEX STREET, BEVERLY, MA 01915THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $204,218. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.3) BOSTON NATURAL AREAS NETWORK, EIN: 04-2693273 62 SUMMER STREET, BOSTON, MA 02110THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $1,422,139. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.4) 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 $33,030. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.5) ARTHUR BANKS TRUST, EIN: 45-6308154 572 ESSEX STREET, BEVERLY, MA 01915THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $37,440. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0. | Explanation |
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