2025-10-29T09:52:26-04:00 2024-12-31 841894608 SANDERS WALSH & EATON CPAS LLC PO BOX F OSTERVILLE MA 02655 990 2024-01-01 042704457 HERITAGE MUSEUMS AND GARDENS INC HERI 5088883300 67 GROVE STREET SANDWICH MA 02563 ANNE SCOTT-PUTNEY PRESIDENT & CEO 5088883300 2025-09-05 true true JOSEPH F MCGEE CPA P01584870 5084280790 2025-10-27 2024 2025-03-06 01:10:19Z X ANNE SCOTT-PUTNEY 67 GROVE STREET SANDWICH MA 02563 15067040 false X WWW.HERITAGEMUSEUMSANDGARDENS.ORG X 1980 MA CELEBRATE THE LANDSCAPES AND CULTURE OF OUR REGION AND INSPIRE PEOPLE OF ALL AGES TO EXPLORE, DISCOVER AND LEARN TOGETHER. 20 20 131 200 0 3251233 8639768 2452028 2700870 256680 1620780 586323 469842 6546264 13431260 0 0 3710990 3879920 0 498020 2749038 3141118 6460028 7021038 86236 6410222 35563529 46909938 561444 3122189 35002085 43787749 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 562199 COLLECTIONS - HERITAGE PROVIDES MAJOR EXHIBITIONS EACH YEAR BASED ON IT'S 18,000 OBJECT COLLECTIONS WHICH INCLUDES AMERICAN AUTOMOBILES, SOUTHEASTERN MASSACHUSETTS ART, AND HISTORICAL OBJECTS WITH A FOCUS ON CAPE COD & THE ISLANDS. IN ADDITION, HERITAGE OFFERS ANNUAL SPECIAL EXHIBITIONS WHICH EXAMINE ASPECTS OF OUR REGIONAL CULTURE. OUTSIDE, HERITAGE PRESENTS ANNUAL INSTALLATIONS BY CONTEMPORARY ARTISTS. IN ADDITION TO PLANNING FOR THE FUTURE EXHIBITS, THE COLLECTIONS STAFF CARE FOR AND MANAGE OUR PERMANANT COLLECTIONS. 89594 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 THE MCGRAW FAMILY GARDEN OF THE SENSES APPEALS TO ALL FIVE SENSES. HERITAGE WORKS FREQUENTLY WITH PARTNER ORGANIZATIONS RESEARCHING AND TESTING OF NEW HORTICULTURE METHODS. WE CATALOGUE OUR PLANTS AND SHARE INFORMATION WITH THE FIELD ONLINE. 4726349 2700870 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 AND FIELD TRIPS. FAMILY INFORMAL LEARNING PROGRAMS INCLUDE SPECIAL THEME LEARNING DAYS, FESTIVAL WEEKS 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 INTERNSHIP 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 HUNDRED ACRE SCHOOL. 5378142 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 false false false false true true false false false true 34 0 131 true false false false false false true true false false false false false false false false X 20 20 true false false false true false 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 ANNE SCOTT-PUTNEY PRESIDENT & 40.00 X X 252802 0 7222 HEATHER MEAD DIR. OF VISI 40.00 X 118000 0 7467 LESLIE LUTZ DIR. OF HORT 40.00 X 114704 0 7082 JUDITH GOETZ DIRECTOR OF 40.00 X 107184 0 8488 TK ANKNER CHAIR 2.00 X X 0 0 0 CHERYL YOUNG VICE CHAIR 2.00 X X 0 0 0 HARRY ALVERSON III TREASURER 2.00 X X 0 0 0 TOM ROCKWELL CLERK 2.00 X X 0 0 0 CRAIG ASHWORTH 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 CHERYL LILLY DIRECTOR 1.00 X 0 0 0 ERIC LILLY DIRECTOR 1.00 X 0 0 0 CHRISTOPHER RICHARDS DIRECTOR 1.00 X 0 0 0 WENDY SWEET WILSON DIRECTOR 1.00 X 0 0 0 ALAN GRANBY DIRECTOR 1.00 X 0 0 0 TRACY ISHAM TRUSTEE EMER 1.00 X 0 0 0 MADELEINE WING ADLER DIRECTOR 1.00 X 0 0 0 HOPE LINCOLN BAKER DIRECTOR 1.00 X 0 0 0 PAMELA BARBEY DIRECTOR 1.00 X 0 0 0 CYNTHIA FISH DIRECTOR 1.00 X 0 0 0 IAN MARSAC DIRECTOR 1.00 X 0 0 0 PETER MONDANI DIRECTOR 1.00 X 0 0 0 SUSAN MORAN DIRECTOR 1.00 X 0 0 0 592690 30259 4 false true false DELLBROOK CONSTRUCTION LLC 859 WILLARD STREET QUINCY MA 02169 CONSTRUCTION 8646298 GWWO INC 1215 E FORT AVE STE 24 BALTIMORE MD 21230 ARCHITECTS 221895 LOURENCO BROTHERS YARDSCAPES 239 GREAT WESTERN ROAD UNIT 3 SOUTH DENNIS MA 02660 LANDSCAPING 112560 3 851938 7787830 8639768 ADMISSIONS FEES 713990 1706063 1706063 TUITION AND FEES 611710 994807 994807 2700870 243355 243355 2634374 1256949 1377425 1377425 1377425 379747 228761 150986 205351 150070 55281 55281 OTHER INCOME 159945 159945 FUNCTIONS AND CATERING 86051 86051 SALE OF COLLECTION ITEMS 17579 17579 263575 13431260 4397151 243355 3286571 2645892 423196 217483 274192 220724 35371 18097 319157 256921 41171 21065 3650 3650 35607 35607 26993 26993 251420 131215 112205 8000 37506 2288 21641 13577 111423 7270 68761 35392 124656 7585 71938 45133 664735 598772 65093 870 24444 1202 14282 8960 16673 1017 9620 6036 3553 217 2050 1286 864126 760431 103695 COLLECTION ITEMS PURCHASE 385000 385000 EXHIBIT EXPENSE 177199 177199 MERCHANT AND BANK FEES 120747 7366 69671 43710 PROGRAM SUPPLIES 111092 59304 51788 182294 115739 39932 26623 7021038 5378142 1144876 498020 303832 61234 1948653 1215067 1268346 3657719 17850 42593 45989 32812 131062 149999 31459250 11268909 10677634 20190341 4823719 4331932 16346444 17228241 35563529 46909938 317647 1103274 84911 77035 155760 151500 3126 1790380 561444 3122189 X 14145168 24620480 20856917 19167269 35002085 43787749 35563529 46909938 X 6410222 183771 2191671 X false true X true false X 2456417 3323555 4836846 3251233 8639768 22507819 2456417 3323555 4836846 3251233 8639768 22507819 2802738 19705081 196863 84437 89059 152747 243355 766461 23274280 16880637 0.84660 0.95630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X false 19948183 139160 4076588 1422370 2515864 20225697 18215822 201155 2749107 664113 553788 19948183 21456296 802972 -3072433 664274 306739 18215822 19845749 118534 2581926 938022 151891 21456296 18775821 16666 1364216 135190 175764 19845749 0.06500 0.15000 0.78500 false true true 1008627 1008627 29046111 10045604 19000507 1044692 928300 116392 359820 295005 64815 20190341 BENEFICIAL INTEREST IN HERITAGE FUND 15893764 PROMISES TO GIVE 1334477 17228241 LINE OF CREDIT 1787133 NOTES PAYABLE 3247 1790380 16158540 183771 2570502 2754273 13404267 26993 26993 13431260 7372876 378831 378831 6994045 26993 26993 7021038 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 2,191,671 FUNDRAISING DIRECT EXPENSES 228,761 GOST OF GOODS SOLD 150,070 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING DIRECT EXPENSES 228,761 COST OF GOODS SOLD 150,070 GALA 332451 332451 193343 COCKTAIL FOR CA 36505 36505 24177 1 10791 10791 11241 379747 379747 228761 228761 150986 X X X false false false false false false false false false ANNE SCOTT-PUTNEY PRESIDENT & CEO 252802 7222 260024 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. 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 THROUGH EXCELLENCE IN HORTICULTURE, GARDEN DESIGN, STEM EDUCATION, OUTDOOR DISCOVERY AND THE EXHIBITION OF GREAT COLLECTIONS. HERITAGE PROVIDES A PLACE TO UNPLUG AND RECONNECT WITH FAMILY, WITH COMMUNITY, WITH THE OUTDOORS, AND WITH 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 AND FIELD TRIPS. FAMILY INFORMAL LEARNING PROGRAMS INCLUDE SPECIAL THEME LEARNING DAYS, FESTIVAL WEEKS 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 INTERNSHIP 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 HUNDRED ACRE SCHOOL. FORM 990, PAGE 6, PART VI, LINE 2 CHERYL LILLY ERIC 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 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 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 THE NEW ENGLAND MUSEUM ASSOCIATION, THE AMERICAN PUBLIC GARDENS ASSOCIATION AND THE REGIONAL MARKET. 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 2,191,671 FUNDRAISING DIRECT EXPENSES 228,761 GOST OF GOODS SOLD 150,070 FUNDRAISING DIRECT EXPENSES -228,761 COST OF GOODS SOLD -150,070 TOTAL 2,191,671 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 true true BELFRY INN & BRISTO R 7218 AGREED UPON PRICE BELFRY INN & BRISTO S 36031 10% OF EVENT REVENUE