2023-10-19T14:36:01-04:00 2022-12-31 841894608 SANDERS WALSH & EATON CPAS LLC PO BOX F OSTERVILLE MA 02655 990 2022-01-01 042704457 HERITAGE PLANTATION OF SANDWICH INC HERI 5088883300 67 GROVE STREET SANDWICH MA 02563 ANNE SCOTT-PUTNEY PRESIDENT & CEO 5088883300 2023-09-18 true ANNE SCOTT-PUTNEY 999009999 true JOSEPH F MCGEE CPA P01584870 5084280790 2023-10-10 2022 2023-04-26 12:10:37Z HERITAGE MUSEUMS AND GARDENS ANNE SCOTT-PUTNEY 67 GROVE STREET SANDWICH MA 02563 10001006 false X WWW.HERITAGEMUSEUMSANDGARDENS.ORG X 1980 MA CELEBRATE THE LANDSCAPES AND CULTURES OF OUR REGION AND INSPIRES PEOPLE OF ALL AGES TO EXPLORE, DISCOVER AND LEARN TOGETHER. 17 17 129 150 0 3323555 4836846 1777444 2456272 297028 79296 1206808 1103903 6604835 8476317 0 0 2794724 3233653 0 452641 2636910 3153278 5431634 6386931 1173201 2089386 34658032 33035209 1059148 650908 33598884 32384301 X HERITAGE MUSEUM AND GARDENS CELEBRATES THE LANDSCAPES AND CULTURE OF OUR REGION AND INSPIRES PEOPLE OF ALL AGES TO LEARN TOGETHER. WE DO THIS BY SHARING EXCELLENCE IN HORTICUTURE, GARDEN DESIGN, STEM EDUCATION, OUTDOOR DISCOVERY AND THE EXHIBITION OF THE GREAT COLLECTIONS. false false 602413 COLLECTIONS - HERITAGE PROVIDES MAJOR EXHIBITIONS EACH YEAR BASED ON IT'S 18,000 OBJECT COLLECTIONS WHICH INCLUDES AMERICAN AUTOMOBILES, AMERICAN ART,AND HISTORICAL OBJECTS. IN ADDITION, HERITAGE OFFERS ANNUAL SPECIAL EXHIBITIONS WHICH EXAMINE ASPECTS OF OUR REGIONAL CULTURE. OUTSIDE, HERITAGE PRESENTS INSTALLATIONS BY CONTEMPORARY ARTISTS THAT RELATE TO THE INDOOR EXHIBITIONS. IN ADDITION TO PLANNING FOR THE FUTURE EXHIBITS, THE COLLECTIONS STAFF CARE FOR AND MANAGE OUR PERMANANT COLLECTIONS. 970544 HORTICULTURE - ABOUT 60 ACRES OF HERITAGE'S 100 ACRE PROPERTY ARE INTENSELY PLANTED. THESE INCLUDE OUR INTERNATIONALLY SIGNIFICANT COLLECTIONS OF SPECIMEM TREES,RHODODENDRONS, HOSTAS, DAYLILIES AND HYDRANGEAS. A MAZE GARDEN HOUSES OUR THREE-SEASON VINE COLLECTION, A LABYRINTH, FLUME FOUNTAIN, AND MCGRAW FAMILY GARDEN OF THE SENSES ARE OTHER SPECIALIZED FEATURES. HERITAGE WORKS FREQUENTLY WITH PARTNER ORGANIZATIONS RESEARCHING AND TESTING OF NEW HORTICULTURE METHODS. WE CATALOGUE OUR PLANTS AND SHARE INFORMATION WITH THE FIELD ONLINE. 3446853 2456272 SCHOOL AND PROGRAMS - HERITAGE PROVIDES BROAD EDUCATIONAL OFFERINGS FOR FORMAL AND INFORMAL SETTINGS. OVER 60,000 CHILDREN ARE SERVED IN FORMAL AND INFORMAL SETTINGS. FOR SCHOOL CHILDREN, THIS INCLUSES HIDDEN HOLLOW, THE OUTDOOR DISCOVERY AREA, IN ADDITION TO SCHOOL TRIPS, WITH PRE AND POST- VISIT CURRICULUM MATERIALS PROVIDED FREE ONLINE, AND TEACHER TRAINING PROGRAMS THROUGHOUT THE YEAR, SERVING ALMOST 7,000 CHILDREN ON FIELD TRIPS. FAMILY INFORMAL LEARNING PROGRAMS INCLUDE SPECIAL THEME LEARNING DAYS, FAMILY FUN FRIDAYS, AND SPECIAL TOURS FOR CHILDREN AND FAMILIES OF OUR EXHIBITS. FOR ADULTS, A SERIES INCLUDING BEHIND THE SCENES TOURS FOR AUTO ENTHUSIASTS, HYDRANGEA UNIVERSITY AND OTHER HORTICULTURE RELATED WORKSHOPS, SEMINARS, LECTURES, GUIDED TOURS, AND CURATOR-LED TALKS. AN INTERSHIP PROGRAM PROVIDES PAID OPPORTUNITIES FOR 6 HORTICULTURE GRADUATE AND UNDERGRADUATE STUDENTS ANNUALLY WHO WORK WITH OUR HORTICULTURE PROFESSIONALS. IN ADDITION, PRE-SERVICE TEACHERS DO PRACTICUMS AND FULFILL OTHER CURRICULUM REQUIREMENTS INTERNING IN THE 100 ACRE SCHOOL. 5019810 true true false false false false false true false true true false false true true false false true false false false false false false true false false false false true false false false false false false false false true true false false true true false false false true 40 0 129 true false false false false false true true false false false false false false false false X 17 17 true false false false true true false true true false false true true true true true true true false false MA X ANNE SCOTT-PUTNEY 5088883300 67 GROVE STREET SANDWICH MA 02563 X ANNE SCOTT-PUTNEY PRESIDENT & 40.00 X 198228 0 6161 HEATHER MEAD DIR. OF VISI 40.00 X 123162 0 8412 LESLIE LUTZ DIR. OF HORT 40.00 X 115109 0 9899 TK ANKNER DIRECTOR 1.00 X 0 0 0 CRAIG ASHWORTH DIRECTOR 1.00 X 0 0 0 HOPE LINCOLN BAKER DIRECTOR 1.00 X 0 0 0 WILLIAM COLLATOS DIRECTOR 1.00 X 0 0 0 DAVID GEISINGER DIRECTOR 1.00 X 0 0 0 TODD HERRMANN DIRECTOR 1.00 X 0 0 0 JUDITH HOLT DIRECTOR 1.00 X 0 0 0 HARRY ALVERSON III TREASURER 2.00 X X 0 0 0 TRACY ISHAM TRUSTEE EMER 1.00 X 0 0 0 CHERYL LILLY DIRECTOR 1.00 X 0 0 0 MARIAH LILLY DIRECTOR 1.00 X 0 0 0 REBECCA LILLY DIRECTOR 1.00 X 0 0 0 FRANK MINARD VICE CHAIR 2.00 X X 0 0 0 MARILYN OLMSTEAD CLERK 2.00 X X 0 0 0 CHRISTOPHER RICHARDS CHAIRMAN 2.00 X X 0 0 0 TOM ROCKWELL DIRECTOR 1.00 X 0 0 0 WENDY SWEET WILSON DIRECTOR 1.00 X 0 0 0 436499 24472 3 false true false 686318 8000 4142528 166051 4836846 ADMISSIONS FEES 713990 1414971 1414971 TUITION AND FEES 611710 1041301 1041301 2456272 89059 89059 1349196 1358959 -9763 -9763 -9763 379202 8000 165730 213472 261735 261735 261735 OTHER INCOME 628696 628696 628696 8476317 3336940 89059 2643751 2160738 296629 186384 34649 28371 3859 2419 306133 250203 34348 21582 249120 203606 27951 17563 19362 19362 47803 21703 26100 340748 195131 131486 14131 108795 108795 124371 124371 110673 7326 103347 596387 534720 61667 26726 26726 9642 9642 4225 4225 862386 773215 89171 EXHIBIT EXPENSE 188673 188673 RETAIL EXPENSE 147050 146676 234 140 VOLUNTEER EXPENSE 134960 134960 HORTICULTURE 127360 127360 304117 108329 120326 75462 6386931 5019810 914480 452641 129716 224768 1082742 1322838 215500 1274807 740361 44753 51461 57632 67003 132089 20063337 9549254 10720909 10514083 4455132 4711135 17195208 14753104 34658032 33035209 261154 370820 155584 122121 150000 154814 492410 3153 1059148 650908 X 12265270 13530935 21333614 18853366 33598884 32384301 34658032 33035209 X 2089386 -471767 -2832202 X false true X true false X 1893705 1702127 2456417 3323555 4836846 14212650 1893705 1702127 2456417 3323555 4836846 14212650 476469 13736181 210010 103793 196863 84437 89059 684162 14896812 9922725 0.92210 0.92970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 21456296 802972 -3072433 664274 306739 18215822 19845749 118534 2581926 938022 151891 21456296 18775821 16666 1364216 135190 175764 19845749 18658089 3367662 3249930 18775821 21103948 -767018 1678841 18658089 0.11000 0.15000 0.74000 false true true 1008627 1008627 17783808 8425139 9358669 953942 858637 95305 316960 265478 51482 10514083 BENEFICIAL INTEREST IN HERITAGE FUND 13504687 PROMISES TO GIVE 1248417 14753104 NOTE PAYABLE CURRENT PORTION 3153 3153 5172348 -471767 -2832202 -3303969 8476317 8476317 6386931 6386931 6386931 SCHEDULE D, PAGE 2, PART V, LINE 4 THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO ENHANCE OR PRESERVE THE LONG-TERM PURCHASING POWER WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGE IN BENEFICIAL INTEREST -2,832,202 GALA 333477 8000 325477 127389 COCKTAIL FOR CA 39525 39525 28077 1 14200 14200 10264 387202 8000 379202 165730 165730 213472 X X X false false false false false false false false false ANNE SCOTT-PUTNEY PRESIDENT & CEO 198228 6161 204389 SCHEDULE J, PART III PART I LINE 3: COMPENSATION FOR THE PRESIDENT/CEO IS BASED ON A MARKET STUDY OF SIMILAR ORGANIZATIONS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE BOARD OF DIRECTORS DOCUMENTS THE DELIBERATION AND DECISION PROCESS IN THE MINUTES TO THE MEETINGS. X 1 158051 FMV X FOOD DISCOUNT 1 8000 SALE OF COMPARABLE GOODS false false false FORM 990 - ORGANIZATION'S MISSION HERITAGE MUSEUM AND GARDENS CELEBRATES THE LANDSCAPES AND CULTURE OF OUR REGION AND INSPIRES PEOPLE OF ALL AGES TO LEARN TOGETHER. WE DO THIS BY SHARING EXCELLENCE IN HORTICUTURE, GARDEN DESIGN, STEM EDUCATION, OUTDOOR DISCOVERY AND THE EXHIBITION OF THE GREAT COLLECTIONS. FORM 990, PART III LINE 1: HERITAGE MUSEUMS & GARDENS CELEBRATES THE LANDSCAPES AND CULTURE OF OUR REGION AND INSPIRES PEOPLE OF ALL AGES TO EXPLORE, DISCOVER AND LEARN TOGETHER. WE DO THIS BY SHARING EXCELLENCE IN HORTICULTURE, GARDEN DESIGN, STEM EDUCATION, OUTDOOR DISCOVERY AND THE EXHIBITION OF GREAT COLLECTIONS. IN AN AGE OF CONSTANT CONNECTEDNESS, HERITAGE PROVIDES A PLACE TO UNPLUG AND RECONNECT WITH FAMILY, WITH COMMUNITY, WITH THE OUTDOORS, WITH THE SELF. WE ARE A PERFECT ENVIRONMENT FOR LEARNING. WE ARE AN ACTIVE, INNOVATIVE LEARNING CENTER THAT HELPS PEOPLE FIND AND PURSUE A LIFE-LONG PASSION IN THE FIELDS OF HORTICULTURE, GARDEN DESIGN, STUDY OF THE PAST AND SIMPLE ENJOYMENT OF THE BEAUTY AROUND THEM. WE UTILIZE OUR HOME ON CAPE COD - A SYMBOL OF SUMMER - TO OPEN PEOPLE'S MINDS AND HEARTS TO THE JOY OF LIFE-LONG LEARNING IN AN UNHURRIED, WELCOMING ENVIRONMENT. WE ARE A PLACE TO MEET AND BE INSPIRED BY OTHERS WHO ARE PURSUING THEIR OWN PASSIONATE INTERESTS. WE CONTRIBUTE TO OUR COMMUNITY THROUGH HORTICULTURAL RESEARCH, ENVIRONMENTAL STEWARDSHIP AND ENCOURAGEMENT OF FOCUSED STUDY. WE COLLABORATE AND PARTNER WITH ORGANIZATIONS, PEOPLE AND INSTITUTIONS WHO SHARE OUR GOALS AND PERSECTIVE IN ORDER TO ADVANCE OUR WORK AND ACHEIVE THE SCALE NECESSARY TO MAKE INROADS IN OUR AREAS OF INTEREST. FORM 990, PAGE 2, PART III, LINE 4C SCHOOL AND PROGRAMS - HERITAGE PROVIDES BROAD EDUCATIONAL OFFERINGS FOR FORMAL AND INFORMAL SETTINGS. OVER 60,000 CHILDREN ARE SERVED IN FORMAL AND INFORMAL SETTINGS. FOR SCHOOL CHILDREN, THIS INCLUSES HIDDEN HOLLOW, THE OUTDOOR DISCOVERY AREA, IN ADDITION TO SCHOOL TRIPS, WITH PRE AND POST- VISIT CURRICULUM MATERIALS PROVIDED FREE ONLINE, AND TEACHER TRAINING PROGRAMS THROUGHOUT THE YEAR, SERVING ALMOST 7,000 CHILDREN ON FIELD TRIPS. FAMILY INFORMAL LEARNING PROGRAMS INCLUDE SPECIAL THEME LEARNING DAYS, FAMILY FUN FRIDAYS, AND SPECIAL TOURS FOR CHILDREN AND FAMILIES OF OUR EXHIBITS. FOR ADULTS, A SERIES INCLUDING BEHIND THE SCENES TOURS FOR AUTO ENTHUSIASTS, HYDRANGEA UNIVERSITY AND OTHER HORTICULTURE RELATED WORKSHOPS, SEMINARS, LECTURES, GUIDED TOURS, AND CURATOR-LED TALKS. AN INTERSHIP PROGRAM PROVIDES PAID OPPORTUNITIES FOR 6 HORTICULTURE GRADUATE AND UNDERGRADUATE STUDENTS ANNUALLY WHO WORK WITH OUR HORTICULTURE PROFESSIONALS. IN ADDITION, PRE-SERVICE TEACHERS DO PRACTICUMS AND FULFILL OTHER CURRICULUM REQUIREMENTS INTERNING IN THE 100 ACRE SCHOOL. FORM 990, PAGE 6, PART VI, LINE 2 CHERYL LILLY MARIAH LILLY FAMILY MEMBERS FORM 990, PAGE 6, PART VI, LINE 6 MEMBER CLASSES INCLUDE THE FOLLOWING: INDIVIDUAL, FAMILY, DUAL, SUSTAINING AND CONTRIBUTING FORM 990, PAGE 6, PART VI, LINE 7A THE ORGANIZATION HAS MEMBERS OF THE CORPORATION (CORPORATORS) WHO ARE CHOSEN AND ELECTED FROM AMONG THE MOST INTERESTED, ENERGETIC, AND QUALIFIED MEMBERS. THERE ARE APPROXIMATELY 40 CORPORATORS WHO ACTIVELY SUPPORT AND PROMOTE THE MUSEUM AND ITS PROGRAMS AND ASSIST IN ITS DEVELOPMENT IN MANY WAYS. CORPORATORS ARE ELECTED TO FOUR-YEAR TERMS ON A STAGGERED BASIS. THE ANNUAL MEETING OF MUSEUM TRUSTEES AND CORPORATORS IS HELD EACH YEAR IN EARLY SUMMER. REPORTS ARE PRESENTED BY THE CHAIRMAN OF THE BOARD OF TRUSTEESAND EXECUTIVE DIRECTOR OF THE MUSEUM AND CORPORATORS ARE ALLOWED TO VOTE ON THE ELECTION OF NEW TRUSTEES. THE CORPORATORS DO NOT RATIFY ANY OF THE BOARD OF TRUSTEES ACTIONS THROUGHOUT THE YEAR. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE REVIEW FORM 990 AND ALL REQUIRED SCHEDULES FOR COMPLETENESS AND ACCURACY BEFORE IT IS FILED. AN ELECTRONIC COPY IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C ANNUALLY, EACH TRUSTEE & CORPORATOR RECIEVES A COPY OF THE COI POLICY WITHIN THEIR MANUAL. THEY ARE REQUIRED TO FILE ANNUALLY A DISCLOSURE STATEMENT. THOSE DISCLOSURE STATEMENTS ARE REVIEWED BY THE DIRECTOR OF FINANCE ANNUALLY. THE BOARD OF TRUSTEES IS TASKED WITH MONITORING THE COI POLICY THROUGH COMMUNICATIONS AND AWARENESS. WHEN AND IF A CONFLICT IS IDENTIFIED, THE BOARD OF TRUSTEEES ADDRESSES THE SPECIFIC AND WILL CONSIDER ADOPTING A RESOLUTION WITH A RECOMMENDATION FOR ANY CORRECTIVE ACTION THAT IS NEEDED OR REQUIRED. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION FOR THE PRESIDENT/CEO IS BASED ON A MARKET STUDY OF SIMILAR ORGANIZATIONS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE BOARD OF DIRECTORS DOCUMENTS THE DELIBERATION AND DECISION PROCESS IN THE MINUTES TO THE MEETINGS. ALL OTHER KEY EMPLOYEE POSITIONS SALARIES ARE DETERMINED THROUGH COMPARISONS TO SIMILAR POSITIONS AS REPORTED BY NEMA AND AAM. FORM 990, PAGE 6, PART VI, LINE 19 THE BYLAWS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. WHEN A REQUEST IS RECIEVED, THE FINANCE DEPARTMENT WILL RESPOND WITHIN 14 DAYS AND PROVIDE THE REQUESTED DOCUMENTATION. THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE COMMONWEALTH OF MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART XI, LINE 9 CHANGE IN BENEFICIAL INTEREST -2,832,202 HMG LLC 67 GROVE STREET SANDWICH MA 02563 JV INVES MA HERITAGE HERITAGE PLANTATION OF SANDWICH FND C/O NIXON PEABODY - 100 SUMMER STREET BOSTON MA 02110 237259864 INVESTMENT MA 501C3 1 N/A false false false false false false false false false false false false false false false false false false false false