2026-02-13T11:18:53-06:00 2025-03-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-04-01 042105780 THE TRUSTEES OF RESERVATIONS TRUS 6175427696 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 BRIAN THERRIEN CHIEF FINANCIAL OFFICER 6175427696 2026-02-11 1 1 CRAIG KLEIN P00734640 6178075000 2026-02-11 2024 2025-03-06 01:10:19Z KATHLEEN THEOHARIDES 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 62546296 0 X WWW.THETRUSTEES.ORG X 1891 MA PRESERVE, FOR PUBLIC USE & ENJOYMENT, PLACES OF EXCEPTIONAL SCENIC, HISTORICAL, ECOL. VALUE. 22 22 976 756 558412 399883 46913535 33241369 9067947 9218751 5779356 12719523 3160021 2670404 64920859 57850047 10129039 557994 0 0 29637452 27816109 226417 204657 5072858 21455126 20848223 61448034 49426983 3472825 8423064 386708488 398201633 13504221 11761116 373204267 386440517 X OVERVIEW - FOUNDED IN BOSTON BY PIONEERING LANDSCAPE ARCHITECT AND OPEN SPACE VISIONARY CHARLES ELIOT IN 1891, THE TRUSTEES IS THE NATION'S FIRST AND THE COMMONWEALTH'S LARGEST CONSERVATION AND PRESERVATION NONPROFIT. 0 0 27549685 6844155 STEWARDSHIP - AS THE FOREVER STEWARDS OF THE SPECIAL PLACES THE TRUSTEES ARE RESPONSIBLE FOR ENSURING THESE NATURAL LANDSCAPES, UNIQUE BUILDINGS, AND CHERISHED PROPERTIES ARE HERE FOR GENERATIONS TO COME AND TO CREATE A WORLD-CLASS, HIGHLY ACCESSIBLE VISITOR EXPERIENCE. TRUSTEES PROPERTIES INCLUDE OVER 120 PROPERTIES, 375 MILES OF TRAILS, 76 MILES OF ACCESSIBLE SHORELINE, 113 PARKS AND WOODLANDS, 12 PUBLIC GARDENS, AND 250 BUILDINGS. THE CARE OF THESE PROPERTIES IS HANDLED BY EMPLOYEES SKILLED IN LANDSCAPE MANAGEMENT, HORTICULTURE, ARBORICULTURE, AND HISTORIC RESOURCES. HISTORICAL RESOURCE STAFF MEMBERS ARE RESPONSIBLE FOR THE STEWARDSHIP AND PRESENTATION OF THE TRUSTEE'S HISTORIC PROPERTIES INCLUDING 6 NATIONAL LANDMARKS, HISTORIC HOUSE MUSEUMS, ARCHIVAL OBJECT COLLECTIONS, GARDENS, AND DESIGNED LANDSCAPES. 10310217 2561347 WELCOMING AND CONNECTION - EACH YEAR, THE TRUSTEES WELCOMES OVER 1.8 MILLION VISITORS TO EXPLORE OUR TREASURED LANDSCAPES AND EXPERIENCE THOUSANDS OF PROGRAMS AND EVENTS. OUR 80,000 TRUSTEES MEMBER HOUSEHOLDS ALSO EXPERIENCE THESE SPECIAL PLACES WHILE ENJOYING EXCLUSIVE BENEFITS. SINCE 1891, SUPPORT FROM MEMBERS HAS MADE IT POSSIBLE TO CARE FOR OUR SPECIAL PLACES, ENSURING THEY REMAIN VIBRANT AND ACCESSIBLE FOR EVERYONE, FOREVER. THE TRUSTEES CONNECTS VISITORS OF ALL AGES THROUGH THOUSANDS OF PROGRAMS AND EDUCATIONAL PROGRAMMING INCLUDING OUTDOOR, COMMUNITY, AND CULTURE THROUGH DYNAMIC AND ENGAGING EXPERIENCES. THIS INCLUDES SUMMER AND YOUTH CAMPS, WALKS, TALKS, COOKING CLASSES, CONCERTS, FARM SHARE PROGRAMS, AND SPECIAL EVENTS. THE TRUSTEES INSPIRE MASSACHUSETTS RESIDENTS AND VISITORS TO LEAD HEALTHY, ACTIVE LIFESTYLES WHILE FORMING A DEEPER CONNECTION TO NATURE. 855778 557994 212559 CONSERVATION - TOGETHER WITH OUR PARTNERS, THE TRUSTEES CARES FOR NEARLY 52,000 ACRES OF LAND ACROSS THE COMMONWEALTH, INCLUDING MORE THAN 27,000 ACRES OF PUBLICLY ACCESSIBLE, TREASURED LANDSCAPES. MOST MASSACHUSETTS RESIDENTS LIVE JUST A FEW MILES FROM A TRUSTEES PROPERTY, WHERE COUNTLESS MEMORIES ARE MADE AND SHARED. THE TRUSTEES ALSO PROTECT 20,700 ACRES OF LAND THROUGH CONSERVATION RESTRICTIONS, MAKING THE TRUSTEES THE LARGEST PRIVATE OWNER OF CONSERVATION RESTRICTIONS IN MASSACHUSETTS. 38715680 1 1 0 1 0 0 1 1 1 1 1 1 0 0 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 475 0 1 976 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 MA CT CA FL RI VA NH NY PA MI MD NJ X SARAH HUDSON 9783381158 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 PETER COFFIN CHAIR (UNTIL 11/1/24)/DIRECTOR 5.00 0.00 X X 0 0 0 THOMAS D FRENCH CHAIR 2.00 2.00 X X 0 0 0 CYRUS TARAPOREVALA VICE CHAIR 2.00 0.00 X X 0 0 0 PHYLLIS R YALE VICE CHAIR 2.00 0.00 X 0 0 0 EUNICE JOHNSON PANETTA VICE CHAIR (UNTIL 11/01/24) 2.00 0.00 X X 0 0 0 DAVID CROLL SECRETARY 2.00 4.00 X X 0 0 0 BRIAN KINNEY ASSISTANT SECRETARY 2.00 0.00 X X 0 0 0 EDWARD H LADD ASSISTANT SECRETARY (UNTIL 11/01/24) 2.00 0.00 X X 0 0 0 WILLIAM G CONSTABLE ASSISTANT SECRETARY 2.00 2.00 X X 0 0 0 ROLAND E HOCH DIRECTOR 2.00 0.00 X 0 0 0 PHILIP J EDMUNDSON DIRECTOR 2.00 0.00 X 0 0 0 ANDREW P BORGGAARD DIRECTOR 2.00 2.00 X 0 0 0 JULIA G KRAPF DIRECTOR 2.00 0.00 X 0 0 0 ELIZABETH DE MONTRICHARD DIRECTOR 2.00 0.00 X 0 0 0 LAURA DEBONIS DIRECTOR (UNTIL 11/01/24) 2.00 0.00 X 0 0 0 EDWARD G GARMEY DIRECTOR 2.00 0.00 X 0 0 0 UZOCHI C ERLINGSSON DIRECTOR 2.00 0.00 X 0 0 0 MARTIN LEMPRES DIRECTOR 2.00 0.00 X 0 0 0 PRISCILLA J BENDER DIRECTOR 2.00 0.00 X 0 0 0 JOHN D LAUPHEIMER DIRECTOR 2.00 0.00 X 0 0 0 ELIZABETH L JOHNSON DIRECTOR 2.00 0.00 X 0 0 0 SUKANAYA L SODERLAND DIRECTOR 2.00 0.00 X 0 0 0 ROBERT H MASON DIRECTOR 2.00 0.00 X 0 0 0 BRAD IRWIN DIRECTOR 2.00 0.00 X 0 0 0 TIMOTHY G HEALY DIRECTOR 2.00 0.00 X 0 0 0 KATIE THEOHARIDES PRESIDENT AND CEO 30.00 10.00 X 460610 0 16070 BRIAN THERRIEN CHIEF FINANCIAL OFFICER, TREASURER 28.00 12.00 X 297442 0 15357 CHRISTINE MORIN CHIEF OPERATING OFFICER 40.00 0.00 X 310344 0 20918 JANELLE WOODS CHIEF MARKETING & DIVERSITY OFFICER 40.00 0.00 X 236042 0 40832 NATHAN HUTTO INTERIM CHIEF OPERATING & PEOPLE OFFICER 40.00 0.00 X 213490 0 19592 JENNA GOMES INT. HEAD OF DEV/SR DIR. IND. GIVING 40.00 0.00 X 196483 0 35483 DENISE TRAPANI-HALL MANAGING DIRECTOR, INDIVIDUAL GIVING 40.00 0.00 X 202733 0 29930 ELIZABETH MCDONOUGH VICE PRESIDENT, BUSINESS OPERATIONS & ENGAGEMENT 40.00 0.00 X 196076 0 18166 PATRICK WILLIAM COLLINS SENIOR DIRECTOR OF DIGITAL SOLUTIONS AND INFORMATI 40.00 0.00 X 184344 0 27122 LUCINDA BROCKWAY CULTURAL RESOURCES PROGRAM DIRECTOR 40.00 0.00 X 174876 0 17589 JANETTA STRINGFELLOW CHIEF DEVELOPMENT OFFICER 40.00 0.00 X 122199 0 8936 2594639 0 249995 44 0 1 0 STONE & LIME IMPORTS INC 52 ALLEN RD BROOKFIELD MA 01506 CONSTRUCTION & INSTALLATION 1278478 A&R MBE ROOFING CONTRACTORS LLC 1671 WORCESTER ROAD FRAMINGHAM MA 01701 MAINTENANCE & REPAIR SERVICES 470358 BEVERIDGE & DIAMOND 1900 N STREET NW SUITE 100 WASHINGTON DC 20036 LEGAL SERVICES 359855 JET MAIL INC 577 MAIN STREET HUDSON MA 01749 MAILING SERVICES 349756 PMG POSTAGE PO BOX 791758 BALTIMORE MD 21279 MAILING SERVICES 316355 28 7755705 896793 1727889 22860982 845977 33241369 PROGRAM FEES 900099 3649437 3649437 PROPERTY SPECIAL EVENTS 900099 2446095 2446095 RESERVATION RECEIPTS 900099 2292849 2292849 SPECIAL PERMITS 900099 830370 830370 9218751 2194122 -42355 2236477 4364443 2790504 1573939 1573939 342807 120279 1110853 10469167 56234 0 0 10469167 56234 10525401 199077 10326324 106230 896793 511547 -405317 -405317 2895980 1394198 1501782 56503 281411 1163868 57850047 9618061 558412 14432205 557994 557994 1736049 1038988 494189 202872 20609232 16281293 2267016 2060923 682486 539164 75073 68249 3072489 2427266 337974 307249 1715853 1355524 188744 171585 533366 423597 57648 52121 167796 133263 18136 16397 33190 33190 204657 204657 2154204 1710860 232832 210512 3086107 2402023 359262 324822 242394 192508 26199 23687 155675 123636 16826 15213 350043 278002 37834 34207 1705549 1354540 184340 166669 849914 674998 91861 83055 101636 80719 10985 9932 19918 15819 2153 1946 1759516 1397400 190173 171943 874150 694247 94480 85423 PROPERTY STEWARDSHIP 2987913 2372988 322941 291984 EQUIPMENT RENTAL 1618272 1285225 174907 158140 PRINTING & PUBLICATIONS 888073 705304 95985 86784 MATERIALS & SUPPLIES 854422 678578 92348 83496 2466085 1958554 266539 240992 49426983 38715680 5638445 5072858 25877 0 22678024 21267829 1940987 2284623 1453963 1030835 337815 389069 1100120 1643858 144941324 23859816 119113370 121081508 29829520 22395685 205249286 224870132 4979526 3238094 386708488 398201633 2997595 1678024 6082702 6310221 4423924 3772871 13504221 11761116 X 51877487 55809543 321326780 330630974 373204267 386440517 386708488 398201633 8423064 4813287 -101 0 X 0 1 X 1 0 X 50149076 52018981 39966545 46913535 33241369 222289506 50149076 52018981 39966545 46913535 33241369 222289506 35638713 186650793 4952732 5299331 4966403 6014429 5473234 26706129 925914 478379 398859 400883 2204035 50950 486650 678120 635485 106230 1957435 253157105 40611640 0.73730 0.71790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2020 AMOUNT: $ 50,950. 2021 AMOUNT: $ 486,650. 2022 AMOUNT: $ 678,120. 2023 AMOUNT: $ 635,485. 2024 AMOUNT: $ 106,230. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 33190 33190 33190 33190 44320935 49285847 44354125 49319037 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 98125 84500 104050 33190 319865 250000 250000 250000 250000 1000000 1500000 X X X X X 321 20142.00 7 2 0 3 1 7000.00 260304 1 X X X 0 1 739905 169600 35377 874128 0 235416971 2073211 15676240 7970468 2123344 243072610 204211784 7043759 33958958 7982182 1815348 235416971 215318442 12940437 -15075701 7078181 1893213 204211784 194186882 10328488 18691337 6508981 1379284 215318442 127890615 14059937 60197611 6694562 1266719 194186882 0.15829 0.84171 0.00000 1 0 100436784 100436784 37984385 22229738 15754647 286879 19808 267071 6233276 1610270 4623006 121081508 NON-MARKETABLE ALTERNATIVES 77630672 F GLOBAL EQUITIES 70091234 F EMERGING MARKETS 8920669 F MARKETABLE ALTERNATIVES 51207626 F TRUSTS MARKET VALUE 17019931 F 224870132 LIABILITY UNDER SPLIT INTEREST AGREEMENTS 2082856 OPERATING AND FINANCE LEASE LIABILITIES 1690015 3772871 X 64749900 4813287 -455479 4357808 60392092 2154204 -4696249 -2542045 57850047 51513549 4696249 4696249 46817300 2154204 455479 2609683 49426983 PART II, LINE 5: THE TRUSTEES OF RESERVATIONS AND 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. PART II, LINE 9: CONSERVATION EASEMENTS ARE EXPENSED AS INCURRED IF PURCHASED. DONATED CONSERVATION EASEMENTS ARE NOT RECORDED IN THE ORGANIZATION'S 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' (THE TRUSTEES) 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, THE TRUSTEES 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 THE TRUSTEES, 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, HILLTOWN LAND TRUST AND DECORDOVA AND DANA MUSEUM & PARK, HAD INVESTMENTS INCLUDED IN THE PORTFOLIO OF THE TRUSTEES OF RESERVATIONS WHICH WERE REPORTED ON ITS BALANCE SHEETS. 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. PART X, LINE 2: 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 AND ITS DETERMINATION AS TO ITS INCOME BEING RELATED OR UNRELATED AS ITS ONLY SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT SUCH TAX POSITIONS DO 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 2D - OTHER ADJUSTMENTS: CHANGE IN THE VALUE OF SPLIT INTERESTS 102,515. LAND GRANT TRANSFER TO MLCT -557,994. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,394,198. RENTAL EXPENSES -2,790,504. SPECIAL EVENT EXPENSES -511,547. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,394,198. RENTAL EXPENSES 511,547. SPECIAL EVENT EXPENSES 2,790,504. PART XII, LINE 4B - OTHER ADJUSTMENTS: LAND GRANT TRANSFER TO MLCT 557,994. CHANGE IN THE VALUE OF SPLIT INTERESTS -102,515. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTING 28125296 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTING 191751 0 0 0 0 0 0 28317047 0 28317047 1 0 1 1 1 0 X X X X X X X 1 AVALON CONSULTING 456 POPLAR LANE ANNAPOLIS MD 21403 DIRECT MAIL SERVICES 0 0 52554 0 PMG 7160 COLUMBIA GATEWAY DRSUITE 300 COLUMBIA MD 21046 DIRECT MAIL SERVICES 0 0 45684 0 JET MAIL INC 577 MAIN STREET HUDSON MA 01749 HUDSON MA 01749 DIRECT MAIL SERVICES 0 0 106419 0 204657 MA CT CA FL RI VA NY PA MI NJ MD OH NH SNOW BALL 223334 202634 20700 36093 4888 17250 ROOTS & RESILIENCE 153705 134075 19630 16000 26250 773 6724 5 625984 560084 65900 120791 150001 15443 117334 1003023 896793 106230 136791 212344 21104 141308 511547 -405317 0 MASSACHUSETTS LAND CONSERVATION TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 223209651 501(C)(3) 0 557994 APPRAISAL LAND LAND CONSERVATION 1 0 X X X X X 0 0 0 0 0 0 0 1 0 KATIE THEOHARIDES PRESIDENT AND CEO 410225 0 50000 0 385 0 7685 0 8385 0 476680 0 0 0 CHRISTINE MORIN CHIEF OPERATING OFFICER 309295 0 0 0 1049 0 11533 0 9385 0 331262 0 0 0 BRIAN THERRIEN CHIEF FINANCIAL OFFICER, TREASURER 296542 0 0 0 900 0 14809 0 548 0 312799 0 0 0 JANELLE WOODS CHIEF MARKETING & DIVERSITY OFFICER 235401 0 0 0 641 0 12256 0 28576 0 276874 0 0 0 NATHAN HUTTO INTERIM CHIEF OPERATING & PEOPLE OFF 213144 0 0 0 346 0 0 0 19592 0 233082 0 0 0 DENISE TRAPANI-HALL MANAGING DIRECTOR, INDIVIDUAL GIVING 195140 0 0 0 7593 0 10118 0 19812 0 232663 0 0 0 JENNA GOMES INT. HEAD OF DEV/SR DIR. IND. GIVING 195624 0 0 0 859 0 10107 0 25376 0 231966 0 0 0 ELIZABETH MCDONOUGH VICE PRESIDENT, BUSINESS OPERATIONS 194626 0 0 0 1450 0 9781 0 8385 0 214242 0 0 0 PATRICK WILLIAM COLLINS SENIOR DIRECTOR OF DIGITAL SOLUTIONS 183436 0 0 0 908 0 9451 0 17671 0 211466 0 0 0 LUCINDA BROCKWAY CULTURAL RESOURCES PROGRAM DIRECTOR 167656 0 0 0 7220 0 8464 0 9125 0 192465 0 0 0 PART I, LINE 7 THE BONUS PAID WAS DETERMINED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. X 16 816802 FMV X 3 0 SEE PART II X 1 29175 PROPERTY ASSESSMENT 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN SCHEDULE M, COLUMN (B) INDICATES THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, COLUMN (C): CONSERVATION EASEMENTS ARE CAPITALIZED AND RECOGNIZED AS ASSETS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. THEY DO NOT HAVE A VALUE AS A CONTRIBUTION ON THE CONSOLIDATED STATEMENT OF ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE/AUDIT COMMITTEE REVIEWS THE FORM 990 WITH THE CFO BEFORE IT IS FILED. IT ALSO IS AVAILABLE ON THE BOARD WEBSITE FOR VIEWING. THE 990 (EXCLUDING SCHEDULE B) IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW IN ADVANCE OF A BOARD MEETING, PRIOR TO FILING. SCHEDULE B IS EXCLUDED IN ORDER TO PROTECT DONOR PRIVACY. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL OFFICERS, DIRECTORS AND REGULAR 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 SENIOR HUMAN RESOURCES OFFICIAL 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 SENIOR HUMAN RESOURCES OFFICIAL PROVIDES THE HUMAN CAPITAL COMMITTEE WITH MARKET DATA ON COMPENSATION FOR THE PRESIDENT, OFFICERS AND KEY EMPLOYEES, WHICH INCLUDES DATA FROM PEER ORGANIZATIONS. THE CHAIRMAN OF THE HUMAN CAPITAL COMMITTEE MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. 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 HILLTOWN LAND TRUST INC 332 BULLITT ROAD ASHFIELD AND CONWAY MA 01330 222831145 LAND CONSERVATION MA 501(C)(3) LINE 7 THE TRUSTEES OF RESERVATIONS 1 FRUITLANDS MUSEUM INC 102 PROSPECT HILL ROAD HARVARD MA 01451 042125003 HISTORICAL MUSEUM MA 501(C)(3) LINE 10 THE TRUSTEES OF RESERVATIONS 1 DECORDOVA AND DANA MUSEUM AND PARK 51 SANDY POND ROAD LINCOLN MA 01773 042067315 ART & CULTURAL MUSEUM MA 501(C)(3) LINE 10 THE TRUSTEES OF RESERVATIONS 1 MASSACHUSETTS LAND CONSERVATION TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 223209651 LAND CONSERVATION MA 501(C)(3) LINE 12A, I THE TRUSTEES OF RESERVATIONS 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 046750497 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 1790758 1.00000 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 046891402 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 1.00000 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 134289231 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 184093 1.00000 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 201948601 INVESTMENTS MA THE TRUSTEES OF RESERVATIONS T 454872 1.00000 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 1 0 1 0 0 DECORDOVA AND DANA MUSEUM & PARK O 1707232 FMV DECORDOVA AND DANA MUSEUM & PARK N N/A DECORDOVA AND DANA MUSEUM & PARK M N/A DECORDOVA AND DANA MUSEUM & PARK E 5382608 FMV FRUITLANDS MUSEUM INC O 572331 FMV FRUITLANDS MUSEUM INC N N/A FRUITLANDS MUSEUM INC M N/A FRUITLANDS MUSEUM INC D 307261 FMV HILLTOWN LAND TRUST INC Q 93473 FMV HILLTOWN LAND TRUST INC M N/A HILLTOWN LAND TRUST INC N N/A HILLTOWN LAND TRUST INC O 283081 FMV HILLTOWN LAND TRUST INC D 182105 FMV MASSACHUSETTS LAND CONSERVATION TRUST D 510559 FMV MASSACHUSETTS LAND CONSERVATION TRUST B 557944 FMV AFFILIATED GROUP MEMBERS INCLUDE:1) THE TRUSTEES OF RESERVATIONS, EIN: 04-2105780 200 HIGH STREET, 4TH FLOOR, BOSTON, MA 02110THIS MEMBER HAS MADE AN ELECTION UNDER SECTION 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $44,354,125. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $33,190.2) MASSACHUSETTS LAND CONSERVATION TRUST, EIN: 22-3209651 200 HIGH STREET, 4TH FLOOR, BOSTON, MA 02110THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $7,070. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.3) 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 $330,590. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.4) FRUITLANDS MUSEUM, INC., EIN: 04-2125003 102 PROSPECT HILL ROAD, HARVARD, MA 01451THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $948,217. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.5) DECORDOVA AND DANA MUSEUM AND PARK, EIN: 04-2067315 51 SANDY POND ROAD, LINCOLN, MA, 01773THIS MEMBER HAS NOT MADE AN ELECTION UNDER 501(H). THIS MEMBER'S PORTION OF AFFILIATED GROUP EXPENSES IS $3,679,035. THIS MEMBER'S PORTION OF LOBBYING EXPENSES IS $0.