2025-11-07T11:24:30-06:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC ONE POST OFFICE SQUARE SUITE 2950 BOSTON MA 02109 990 2024-01-01 046009940 HOBART AMES FOUNDATION HOBA 8888663275 NORTHERN TR 125 SUMMER ST STE 140 BOSTON MA 02110 ROBERT H FREY TRUSTEE 8888663275 2025-11-07 1 1 LORI ROTHE YOKOBOSKY P01273422 6176481400 2025-10-31 2024 2025-03-06 01:10:19Z ROBERT H FREY NORTHERN TR 125 SUMMER ST STE 1400 BOSTON MA 02110 25023356 0 X N/A X 1949 MA PURPOSES UNDER A COOPERATIVE PROGRAM PLANNED & APPROVED BY THE TRUSTEES AND THE UNIVERSITY OF TN. 3 3 0 3 0 0 681455 1199767 1388065 1472610 3697768 21954288 166577 3000 5933865 24629665 0 0 0 0 16785 23856 0 0 0 3454329 3324186 3471114 3348042 2462751 21281623 16775257 38481275 358801 68543 16416456 38412732 X THE AMES PLANTATION LOCATED NEAR GRAND JUNCTION, TENNESSEE IS OPERATED FOR SCIENTIFIC & EDUCATIONAL PURPOSES UNDER A COOPERATIVE PROGRAM PLANNED & APPROVED BY THE TRUSTEES AND THE UNIVERSITY OF TENNESSEE. 0 0 3253844 1475610 RESEARCH AND EDUCATIONAL PROGRAMS AT AMES PLANTATION FOCUS ON THE PRESERVATION, INTERPRETATION, AND UNDERSTANDING OF THE AGRICULTURAL AND CULTURAL HERITAGE OF SOUTHWESTERN TENNESSEE. WORK IS CONDUCTED UNDER A COOPERATIVE PROGRAM BETWEEN THE AMES PLANTATION TRUSTEES AND THE UNIVERSITY OF TENNESSEE.RESEARCH EFFORTS INCLUDE BEEF CATTLE BIOTECHNOLOGIES, AGRICULTURAL FIELD STUDIES, FORESTRY MANAGEMENT, AND WILDLIFE HABITAT DEVELOPMENT. STUDIES ARE DESIGNED TO IMPROVE PRODUCTION EFFICIENCIES, IMPROVE LAND STEWARDSHIP PRACTICES, ENHANCE SUSTAINABILITY, AND ADVANCE UNDERSTANDING OF RURAL LAND USE IN THE LOWER MISSISSIPPI VALLEY REGION. FINDINGS FROM THESE PROJECTS CONTRIBUTE TO UNIVERSITY RESEARCH PROGRAMS, STATEWIDE EXTENSION OUTREACH, AND PROFESSIONAL TRAINING FOR STUDENTS AND LAND MANAGERS.EDUCATIONAL PROGRAMS AT AMES PLANTATION ARE CENTERED ON CONNECTING THE PUBLIC, STUDENTS, AND RESEARCHERS WITH THE REGION'S HISTORICAL AND ENVIRONMENTAL RESOURCES. SCHOOL FIELD TRIPS AND UNIVERSITY PARTNERSHIPS PROVIDE HANDS-ON LEARNING OPPORTUNITIES IN AGRICULTURE, ARCHAEOLOGY, ECOLOGY, AND HISTORIC PRESERVATION. VISITING STUDENTS LEARN ABOUT AGRICULTURAL PRODUCTION, FOREST CONSERVATION, AND THE LIFESTYLES OF EARLY TENNESSEE SETTLERS THROUGH INTERPRETIVE TOURS AND INTERACTIVE ACTIVITIES.THE AMES PLANTATION ALSO PROVIDES RESEARCH MATERIALS AND SUPPORT FOR SCHOLARS FROM ACADEMIC PROGRAMS ACROSS THE MID-SOUTH AND BEYOND. INSTITUTIONS INCLUDE THE UNIVERSITY OF TENNESSEE, THE UNIVERSITY OF MEMPHIS, RHODES COLLEGE, MISSISSIPPI STATE UNIVERSITY, THE UNIVERSITY OF MISSOURI, AND OTHERS.THE COLLABORATION BETWEEN TALL TIMBERS RESEARCH STATION & LAND CONSERVANCY AND AMES AGRESEARCH AND EDUCATION CENTER (VIA AMES PLANTATION) CENTERS ON RESTORING WILD NORTHERN BOBWHITE QUAIL HABITAT ACROSS THE PLANTATION'S 6,000-ACRE FIELD TRIAL AREA IN GRAND JUNCTION, TENNESSEE. THE PARTNERSHIP APPLIES TALL TIMBERS' DECADES OF EXPERTISE IN PRESCRIBED FIRE AND QUAIL MANAGEMENT TO CREATE OPEN-CANOPY SAVANNA AND GRASS-FORB HABITATS WHERE WILD QUAIL CAN THRIVE, AIMING TO TRANSITION AWAYFROM RELIANCE ON PEN-RAISED BIRDS. LEVERAGING BOTH ORGANIZATIONS' STRENGTHS, THE PROJECT WILL ALSO SERVE AS A REGIONAL DEMONSTRATION AND RESEARCH HUB FOR UPLAND HABITAT MANAGEMENT IN THE MID-SOUTH.THE NATIONAL FIELD TRIAL CHAMPIONSHIP FOR ALL-AGE BIRD DOGS, WHICH BEGAN IN 1896, HAS BEEN HOSTED ANNUALLY ON THE PLANTATION SINCE 1915. RUNNING ON ABOUT 6,000 ACRES, THE USUAL ENTRY OF 42 ENGLISH POINTERS AND/OR ENGLISH SETTERS THAT ARE WINNERS OR PLACERS IN 70 QUALIFYING TRIALS THROUGHOUT THE U.S. COMPETE. SEVERAL THOUSAND FIELD TRIAL ENTHUSIASTS FROM ALL OVER THE WORLD ATTEND THE EVENT EACH YEAR. 3253844 1 1 0 0 0 0 0 0 0 0 1 0 0 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 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 MA X ROBERT H FREY 8888663275 30 NANEPASHEMET ST MARBLEHEAD MA 01945 ROBERT H FREY CO-TRUSTEE 1.00 X 6952 0 0 MR OLIVER A SPAULDING CO-TRUSTEE 1.00 X 6952 0 0 AUGUSTA HAYDOCK CO-TRUSTEE 1.00 X 6952 0 0 MATTHEW BACKUS PLANTATION MANAGER 1.00 X 3000 0 0 23856 0 0 0 0 0 0 0 5015 1194752 1199767 CROPS 111000 952793 952793 CATTLE 111000 362843 362843 HUNTING CLUB 111000 119880 119880 FOSTERY 111000 28534 28534 QUAIL 111000 8560 8560 1472610 208807 208807 602716 21536456 0 393691 602716 21142765 21745481 21745481 3000 3000 3000 24629665 1475610 0 21954288 23856 9542 14314 45509 45509 34375 34375 55678 55678 9767 9767 SEE ATTACHED FROM AMES 3042566 3042566 136291 136291 3348042 3253844 94198 0 522596 377081 244254 49046 563017 572822 83579 69171 13605105 10777468 3341336 2827637 11691363 34062243 329112 523275 16775257 38481275 116146 7208 237459 61335 5196 358801 68543 X 12236363 34577243 0 0 4180093 3835489 16416456 38412732 16775257 38481275 21281623 714653 0 X 0 1 X 0 0 X 255178 213036 280278 681455 1199767 2629714 255178 213036 280278 681455 1199767 2629714 2629714 308464 339431 274425 206500 208807 1337627 14155 46047 112439 166578 3000 342219 4309560 7252057 0.61020 0.47990 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 14,155. 2021 AMOUNT: $ 46,047. 2022 AMOUNT: $ 112,439. 2023 AMOUNT: $ 166,578. 2024 AMOUNT: $ 3,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1447299 1447299 12157806 10777468 1380338 2827637 X 25344318 714653 714653 24629665 0 24629665 3348042 0 3348042 0 3348042 PART X, LINE 2: BASED ON THE EVALUATION OF THE PLANTATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD MORE LIKELY THAN NOT BE UPHELD UNDER EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT ACT ON BEHALF OF THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED PRIOR TO FILING BY AN OFFICER OF THE INSTITUTIONAL CO-TRUSTEE OF THE TRUST. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL STATEMENT BY ALL INSTITUTIONAL TRUSTEE EMPLOYEES ARE SIGNED AND DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST - SEE CONTACT INFORMATION FOR ORGANIZATION RECORDS AND BOOKS BELOW. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST AND/OR THE BANK AS INSTITUTIONAL TRUSTEE MAKES ITS GOVERNANCE DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AS REQUIRED BY FEDERAL AND STATE LAWS.