2011-10-14T15:27:11-05:00 2010-12-31 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2010-01-01 042109920 BULLARD MEMORIAL FARM ASSOCIATION C/O PHILIP AUDIER BULL 9782760431 275 HAVERHILL STREET NORTH READING MA 01864 CHARLES THURLOW IV 9782760431 2011-10-11 1 LAUREN CARNES 6174711120 2011-10-11 2010 2016-03-07 17:11:31Z X PHILIP AUDIER 275 HAVERHILL STREET NORTH READING MA 01864 952276 0 X WWW.BULLARDMEMORIALFARM.ORG X 1909 MA THE MISSION IS TO SUPPORT THE PRESERVATION, PROTECTION, AND RESTORATION OF HISTORIC STRUCTURES AND RESOURCES REFLECTING EARLY NEW ENGLAND LIFE AT THE BULLARD MEMORIAL FARM. TO ACHIEVE THIS MISSION, WE WILL SUPPORT, ENCOURAGE,, INFORM, AND EDUCATE OUR COMMUNITY AND MEMBERSHIP OF THE ARCHITECTURAL SIGNIFICANCE, HISTORY AND HERITAGE OF THE BULLARD MEMORIAL FARM. 10 10 3 43 0 0 58040 133200 1021 -88124 119338 2195 0 -27889 253559 0 0 38186 32049 0 18 94577 87787 132763 119836 -160652 133723 2516303 2778749 8834 2516303 2769915 X THE BMFA IS ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES INCLUDING, BUT NOT LIMITED TO HOLDING, PRESERVING, MAINTANING AND IMPROVING THE BULLARD FARM PROPERTY, AND EDUCATING THE PUBLIC ABOUT LIFE ON, AND THE WORKING OF, A HISTORIC NEW ENGLAND FARM THROUGH WORKSHOPS, DEMONSTRATIONS AND VISITS TO THE HOMESTEAD AND FARM. 0 0 95073 1021 PRESERVATION OF THE HISTORICAL BULLARD MEMORIAL FARM FOR THE BENEFIT OF EDUCATIONAL WORKSHOPS, LECTURES, DEMONSTRATIONS, TOURS AND RESEARCH IN RELATION TO THE HISTORICAL CONTEXT OF THE PROPERTY AS WELL AS ENVIRONMENTAL MANAGEMENT, WHICH INCLUDES HOW TO BE GOOD STEWARDS OF OUR LAND, FORESTRY AND ECO-FRIENDLY LAND USE PRACTICES. 95073 1 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X PHILIP AUDIER 9782760431 275 HARVERHILL STREET NORTH READING MA 01864 X CHARLES THURLOW IV 9.00 X X 0 0 0 SUZANNE SCHAFFER 1.50 X X 0 0 0 SUZANNE MCFARLAND 4.50 X X 0 0 0 PHILIP AUDIER 8.50 X X 0 0 0 JENNIFER MACDONALD 2.50 X X 0 0 0 DAPHNE STEVENS 6.80 X 0 0 0 SKIP SPURWAY 2.00 X 0 0 0 DOUGLAS HATHAWAY 2.00 X 0 0 0 KEN WOOD 4.00 X 0 0 0 JACK HATHAWAY 2.50 X 0 0 0 0 0 0 0 0 0 0 0 3120 130080 69187 133200 PRESERVATION OF HISTOR 531390 1021 1021 1021 74199 74199 743856 698717 45139 45139 45139 253559 1021 0 119338 29771 29771 2278 2278 769 769 4500 4500 17110 17110 8097 8097 7160 6345 815 REAL ESTATE TAXES 20048 20048 MAINTENANCE AND REPAIRS 13383 13383 UTILITIES 9722 8876 846 SUPPLIES 4702 4702 SECURITY 1074 1074 1222 499 705 18 119836 95073 24745 18 230 151 73067 113713 342075 139439 210733 202636 2232273 2462249 2516303 2778749 4439 4395 0 8834 X 0 0 2057776 2057776 458527 712139 2516303 2769915 2516303 2778749 X 133723 119889 X 0 0 0 X 133200 133200 133200 133200 133200 74199 74199 207399 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 329192 127497 201695 12883 11942 941 202636 STOCKS 1223872 C MUTUAL FUNDS 1238377 C 2462249 PART III, LINE 1A: IN ACCORDANCE WITH SFAS 116, THE ORGANIZATION DOES NOT CAPITALIZE WORKS OF ART. X 1 0 X 18 69187 COST 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 DOUGLAS HATHAWAY AND JACK HATHAWAY HAVE A FAMILY RELATIONSHIP. CHARLES THURLOW IV AND DAPHNE STEVENS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 SILVER MEMBERSHIP - PRIVELEGES OF SILVER MEMBERS INCLUDE BEING ABLE TO VOTE AT BMFA MEETINGS, SERVING ON THE BMFA COMMITTEES, AND BEING ABLE TO SERVE ON THE BMFA BOARD OF DIRECTORS. SILVER MEMBERS WOULD ALSO RECEIVE NEWSLETTERS, RECEIVE A 10% DISCOUNT AT ALL BMFA EDUCATIONAL EVENTS, AND BE ABLE TO RESERVE THE USE OF THE BULLARD FARM PROPERTY, INCLUDING USE OF THE BUILDINGS, FOR VISIT DURING DAYLIGHT HOURS. GOLD MEMBERSHIP - PRIVELEGES OF GOLD MEMBERS INCLUDE RECEIVING NEWSLETTERS, BEING ABLE TO PARTICIPATE ON BMFA COMMITTEES AND AT ASSOCIATION MEETINGS, WITH VOTING PRIVELEGES, AND BEING ABLE TO SERVE ON THE BMFA BOARD OF DIRECTORS. GOLD MEMBERS WOULD ALSO RECEIVE A 10% DISCOUNT AT ALL BMFA EDUCATIONAL EVENTS, AND BE ABLE TO RESERVE THE USE OF THE BULLARD FARM PROPERTY FOR DAYLIGHT AND OVERNIGHT VISITS. ALL INDIVIDUAL MEMBERSHIP APPLICANTS MUST BE 22 YEARS OLD TO RESERVE THE BULLARD MEMORIAL FARM ASSOCIATION INC. FORM 990, PART VI, SECTION A, LINE 7A SILVER AND GOLD MEMBERS ELECT THE BOARD OF DIRECTORS IN THE FALL FOR 3-YEAR STAGGERED TERMS. FORM 990, PART VI, SECTION A, LINE 7B SILVER AND GOLD MEMBERS RATIFY THE DECISIONS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 THE COMPLETED FORM 990 IS DISTRIBUTED TO THE BOARD OF DIRECTORS AND DISCUSSED PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS, ADVISORS, VOLUNTEERS AND MANAGEMENT EMPLOYEES OF THE BMFA SHALL AVOID CONFLICTS OF INTEREST AND CONDUCT WHICH MAY SUGGEST THE APPEARANCE OF IMPROPRIETY IN THE DISBURSEMENT OF PRIVATE, FEDERAL, STATE AND LOCAL FUNDS. IF A POTENTIAL CONFLICT OF INTEREST ARISES, THE BOARD MEMBER, ADVISOR, VOLUNTEER OR MANAGEMENT EMPLOYEE MUST DISCLOSE THE POTENTIAL CONFLICT TO THE BOARD OF DIRECTORS. FURTHER, THE BOARD MEMBER SHALL NOT VOTE ON ANY CONTRACT OR GRANT AND NO MANAGEMENT EMPLOYEE SHALL PARTICIPATE IN THE SOLICITATION, NEGOTIATION, FORMATION, AWARD, ARBITRATION, MODIFICATION, OR SETTLEMENT OF ANY CONTRACT OR GRANT WHEN THE BOARD MEMBER, ADVISOR, VOLUNTEER OR MANAGEMENT EMPLOYEE STANDS TO BENEFIT, EITHER DIRECTLY OR INDIRECTLY, FROM ANY SUCH CONTRACT OR GRANT. A BOARD MEMBER, ADVISOR, VOLUNTEER OR MANAGEMENT EMPLOYEE IS NOT DEEMED TO BENEFIT DIRECTLY OR INDIRECTLY FROM A CONTRACT OR GRANT INVOLVING PUBLIC OR PRIVATE FUNDS IF HE OR SHE RECEIVES ONLY THE SALARY OR STIPEND DUE HIM OR HER IN THE NORMAL COURSE OF EMPLOYMENT WITH OR SERVICE TO THE BULLARD MEMORIAL FARM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE 990 WILL BE AVAILABLE ON GUIDE STAR AND THE MA ATTORNEY GENERAL'S OFFICE WEB SITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: THE OTHER CHANGE IN NET ASSETS REPRESENTS THE CUMULATIVE 119,889. CHANGE IN NET REALIZED AND UNREALIZED GAINS AND LOSSES ON INVESTMENTS. TOTAL TO FORM 990, PART XI, LINE 5: 119,889.