2024-01-15T09:24:42-06:00 2023-03-31 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2022-04-01 042067315 DECORDOVA AND DANA MUSEUM & PARK DECO 7812598355 51 SANDY POND ROAD LINCOLN MA 01773 BRIAN THERRIEN PRESIDENT & TREASURER 7812598355 2024-01-02 1 BRIAN THERRIEN 999009999 1 CRAIG KLEIN P00734640 6177610600 2024-01-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DECORDOVA SCULPTURE PARK AND MUSEUM BRIAN THERRIEN 51 SANDY POND ROAD LINCOLN MA 01773 5373386 0 X WWW.DECORDOVA.ORG X 1948 MA TO INSPIRE, EDUCATE, AND DELIGHT WITH CONTEMPORARY ART FROM NEW ENGLAND AND BEYOND THROUGH SCULPTURES IN THE LANDSCAPE AND MUSEUM EXHIBITIONS. 6 6 0 36 0 0 1631380 2134708 1593185 1516856 548580 600007 425871 733091 4199016 4984662 0 0 0 0 1631148 1893988 0 0 301287 1650468 2317018 3281616 4211006 917400 773656 20783794 19176724 1921833 2045430 18861961 17131294 X TO INSPIRE, EDUCATE, AND DELIGHT WITH CONTEMPORARY ART FROM NEW ENGLAND AND BEYOND THROUGH SCULPTURES IN THE LANDSCAPE AND MUSEUM EXHIBITIONS. 0 0 1875640 751301 EXHIBITION OF ART: APPROXIMATELY 80,000 PEOPLE VISITED THE PARK AND THE MUSEUM DURING THE FISCAL YEAR, TO VIEW MULTIPLE EXHIBITIONS, INCLUDING TWO MAJOR EXHIBITIONS AND NUMEROUS INSTALLATIONS, EXHIBITS, AND ARTIST PROJECTS, THE DETAILS OF WHICH MAY BE VIEWED ON THE MUSEUM WEBSITE. DECORDOVA'S PERMANENT COLLECTION CURRENTLY CONTAINS 3,614 WORKS OF ART. 1206133 584986 ART EDUCATION: DECORDOVA EDUCATIONAL PROGRAMS AND EVENTS WERE ACCESSED BY MORE THAN 6,700 OF OUR VISITORS, INCLUDING VISITING SCHOOL GROUPS, TEACHERS, GIRL SCOUTS, SENIOR GROUPS, ALZHEIMER'S MEMORY CARE RESIDENTS, AND GROUPS OF DEVELOPMENTALLY OR PHYSICALLY DISABLED STUDENTS AND ADULTS. THE INSTITUTION PROVIDED MORE THAN 400 PRIVATE AND PUBLIC TOURS LED BY TRAINED MUSEUM GUIDES, APPROXIMATELY 90 FREE PUBLIC PROGRAMS AND EVENTS, AND HOSTS AN EMBEDDED PRESCHOOL ON ITS CAMPUS THAT SERVES 60 CHILDREN FIVE DAYS PER WEEK, AMONG OTHER EDUCATIONAL INITIATIVES OFFERED TO A DIVERSE PUBLIC. 230047 778663 CORPORATE ART PROGRAM: THE CORPORATE ART PROGRAM EXHIBITS HUNDREDS OF WORKS FROM REGIONAL LENDING ARTISTS AT THE OFFICES OF APPROXIMATELY 75 CORPORATE MEMBERS WHO DIRECTLY SUPPORT THE MUSEUM, WITH MORE THAN 75,000 EMPLOYEES AND MEMBERS OF THE PUBLIC VIEWING TESE WORKS OF ART. 294355 22658 THE DECORDOVA STORE OFFERS MERCHANDISE DIRECTLY RELATED TO THE MISSION OF THE INSTITUTION, INCLUDING OBJECTS MADE BY ARTISTS, ART SUPPLIES, ART BOOKS, CREATIVE TOYS AND ACTIVITIES, AND GIFT ITEMS. THE STORE DIRECTLY SUPPORTS BOTH LOCAL ARTISTS AND THE INSTITUITION PROGRAMS AND SERVICES. 294355 22658 3606175 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 MA NY X MIRZETA MEHULJIC 8573280529 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 BRENDAN COUGHLIN TRUSTEE 2.00 0.00 X 0 0 0 DAVID D CROLL TRUSTEE 2.00 4.00 X 0 0 0 ROBERT H MASON TRUSTEE 2.00 2.00 X 0 0 0 LINDA HAMMET ORY TRUSTEE 2.00 2.00 X 0 0 0 FAITH PARKER TRUSTEE 2.00 0.00 X 0 0 0 MARC ZAWEL TRUSTEE 2.00 0.00 X 0 0 0 PAUL LEECH PRESIDENT/TREASURER (UNTIL 8/26/22) 10.00 30.00 X 0 234877 0 BERYL JOLLY CLERK 10.00 30.00 X 0 194406 17623 BRIAN THERRIEN PRESIDENT AND TREASURER 5.00 35.00 X 0 123076 32 PILAR GARRO DIRECTOR 40.00 0.00 X 0 45446 3712 JESSICA MAY VICE PRESIDENT OF ART & EXHIBITS 40.00 0.00 X 0 164910 19602 JOCELYN FORBUSH FORMER VICE PRESIDENT 10.00 30.00 X 0 277439 14971 0 1040154 55940 0 1 1 0 0 68312 50750 240800 1774846 29724 2134708 CORPORATE ART PROGRAM 712110 717285 717285 ADMISSIONS INCOME 712110 502419 502419 EDUCATION 712110 297152 297152 1516856 600007 600007 352247 0 352247 352247 352247 200225 50750 87886 112339 112339 569343 300838 268505 268505 4984662 2137608 0 712346 77582 61290 8534 7758 1309500 1034505 144045 130950 338152 267208 37161 33783 168754 133316 18563 16875 1747 1747 112555 91170 11255 10130 9004 6753 2251 21195 17463 2721 1011 302173 253825 30218 18130 22870 11435 11435 1716 1716 67409 67409 360204 360204 PROGRAM EXPENSES 762378 697691 21564 43123 PROPERTY STEWARDSHIP 380543 348254 10764 21525 ART PURCHASES 238545 238545 SUPPLIES 20445 11971 2825 5649 16234 14855 461 918 4211006 3606175 303544 301287 1548873 300096 0 2500 133412 129355 44900 45530 14381360 11934175 2712873 2447185 4862522 4864471 11481214 11387587 20783794 19176724 1361 1293 273288 449119 1647184 1595018 1921833 2045430 X 2781934 988040 16080027 16143254 18861961 17131294 20783794 19176724 X 773656 -2504323 X 0 1 X 1 0 X 2076773 2377002 1043541 1631380 2134708 9263404 1424808 1729931 1437647 2195915 2438446 9226747 3501581 4106933 2481188 3827295 4573154 18490151 923962 1650000 224000 849282 640000 4287244 372 11254 11626 923962 1650000 224372 860536 640000 4298870 14191281 356361 530356 398576 548580 600007 2433880 356361 530356 398576 548580 600007 2433880 168500 83000 163036 200225 614761 3857942 4805789 2962764 4538911 5373386 21538792 0.65890 0.61210 0.11300 0.10860 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2019 AMOUNT: $ 168,500. 2020 AMOUNT: $ 83,000. 2021 AMOUNT: $ 163,036. 2022 AMOUNT: $ 200,225. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 14237703 505000 -1038221 576132 115863 13012487 13798251 450000 640589 541815 109322 14237703 10178612 2128393 2138301 528627 118428 13798251 10230731 -52119 10178612 10430461 -129838 69892 10230731 0.02450 0.97550 0.00000 1 1 1 47100 47100 13594472 11331290 2263182 598030 534085 63945 141758 68800 72958 2447185 BENEFICIAL INTEREST IN PERPETUAL TRUST 8148017 DUE FROM THE TRUSTEES OF RESERVATIONS 3239570 11387587 X 2869063 -2504323 -2504323 5373386 -388724 -388724 4984662 4599730 0 4599730 -388724 -388724 4211006 PART III, LINE 4: DECORDOVA COLLECTS MODERN AND CONTEMPORARY ART. THIS ART INCLUDES MANY MEDIA: PAINTING, PHOTOGRAPHY, SCULPTURE, VIDEO AND MORE. A MAJORITY OF THE COLLECTION IS BY ARTISTS WHO HAVE A NEW ENGLAND CONNECTION. EVERY YEAR THERE ARE SEVERAL EXHIBITIONS OF WORK FROM THE COLLECTION, PIECES ARE LOANED TO OTHER MUSEUMS, AND WORK IS AVAILABLE FOR STUDY. PART V, LINE 4: 1. EDUCATION INITIATIVE FUND - REPRESENTS APPROXIMATELY $211,000 DESIGNATED FOR THE EDUCATION INITIATIVE FUND. THE INCOME EARNED ON THESE FUNDS CAN BE USED TO SUPPORT NEW INITIATIVES SPONSORED BY THE EDUCATION DEPARTMENT AS APPROPRIATE. 2. ART ACQUISITION FUND (WALKEY FUND) - REPRESENTS APPROXIMATELY $560,000. THE PRINCIPAL OF THE DONATION WILL REMAIN INTACT AS A PERMANENT ENDOWMENT AND ONLY INCOME WILL BE USED FOR THE PURCHASE OF ART WORKS FOR THE DECORDOVA MUSEUM'S PERMANENT COLLECTION. THE INCOME GENERATED FROM THIS GIFT IS RECORDED AS TEMPORARILY RESTRICTED TO BE USED FOR THE PURCHASE OF ART WORKS FOR THE DECORDOVA PERMANENT COLLECTION. 3. BENEFICIAL INTEREST IN PERPETUAL TRUST - REPRESENTS APPROXIMATELY $8,148,000. DECORDOVA IS THE BENEFICIARY OF THIS TRUST AND RECEIVES 5 PERCENT PER YEAR, OF THE ROLLING AVERAGE FAIR MARKET VALUE OF THE TRUST ASSETS, MEASURED BASED ON THE TWELVE MOST RECENTLY COMPLETED QUARTERS. THIS INCOME RECEIVED IS FOR THE UPKEEP, MAINTENANCE AND IMPROVEMENT OF THE MUSEUM AND PARK, FOR THE USE, IMPROVEMENT AND ADDITIONS TO THE ART COLLECTION, AND FOR EDUCATIONAL AND RECREATIONAL PURPOSES. SINCE DECORDOVA IS THE SOLE BENEFICIARY OF THE TRUST, THIS BENEFICIAL INTEREST IN PERPETUAL TRUST IS PRESENTED AT THE FAIR MARKET VALUE OF THE INVESTMENTS IN THE TRUST. 4. EDUCATION SCHOLARSHIP FUND - REPRESENTS APPROXIMATELY $29,000 OF ENDOWMENT. FUND WAS CREATED TO PROVIDE SCHOLARSHIPS TO THE MUSEUM SCHOOL EDUCATION PROGRAMS, USING THE INCOME GENERATED FROM THE ORIGINAL GIFTS. 5. SCULPTURE PARK ENDOWMENT FUND - REPRESENTS APPROXIMATELY $2,925,000 GIVEN TO PROVIDE LONG-TERM SUPPORT FOR THE ENHANCEMENT AND IMPROVEMENT OF THE EXISTING SCULPTURE PARK THROUGH PROGRAMMING, PURCHASES AND LOANS OF SCULPTURE, AND OTHER ACTIVITIES BENEFITING THE SCULPTURE PARK AS DETERMINED BY THE MUSEUM'S DIRECTOR. ADDITIONALLY, THESE ACTIVITIES MAY INCLUDE CONSERVATION, MAINTENANCE, VISITOR EXPERIENCE AND AMENITY IMPROVEMENTS, MARKETING OF THE PARK AND MUSEUM PROGRAMS, AND EDUCATIONAL PROGRAMS. 6. RAPPAPORT PRIZE - REPRESENTS APPROXIMATELY $1,139,000. EACH PRIZE IS GIVEN TO FOSTER TWO GOALS: CELEBRATE THE ACHIEVEMENT AND POTENTIAL OF AN ARTIST WHO HAS ALREADY DEMONSTRATED SIGNIFICANT CREATIVITY AND VISION; AND ENCOURAGE THE ARTIST TO CONTINUE A CAREER OF INNOVATIVE ART MAKING. PART X, LINE 2: DECORDOVA AND DANA MUSEUM & PARK 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. DECORDOVA AND DANA MUSEUM & PARK 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. DECORDOVA AND DANA MUSEUM & PARK 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 BENEFICIAL INTEREST -1,191,643. NET ASSET TRANSFERS -1,312,680. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -300,838. FUNDRAISING EXPENSES -87,886. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -300,838. FUNDRAISING EXPENSES -87,886. DECORDOVA GALA 250975 50750 200225 76897 3635 7354 250975 50750 200225 76897 3635 7354 87886 112339 1 0 0 0 0 0 0 0 0 JOCELYN FORBUSH FORMER VICE PRESIDENT 0 96701 0 0 0 180738 0 8746 0 6225 0 292410 0 0 PAUL LEECH PRESIDENT/TREASURER (UNTIL 8/26/22) 0 207824 0 25000 0 2053 0 0 0 0 0 234877 0 0 BERYL JOLLY CLERK 0 187044 0 5562 0 1800 0 6935 0 10688 0 212029 0 0 JESSICA MAY VICE PRESIDENT OF ART & EXHIBITS 0 159316 0 4263 0 1331 0 6035 0 13567 0 184512 0 0 PART I, LINE 4A JOCELYN FORBUSH RECEIVED SEVERANCE IN THE AMOUNT OF $180,000 IN CALENDAR YEAR 2022. X 4 29724 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN SCHEDULE M, COLUMN (B) INDICATES THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS THE TRUSTEES OF RESERVATIONS. THE MEMBER ELECTS THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES OF RESERVATIONS, AS SOLE MEMBER OF THE CORPORATION SHALL ELECT THE BOARD OF TRUSTEES AS PROVIDED IN THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990, EXCEPT FOR SCHEDULE B, IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO SIGN OFF ON CONFLICT OF INTEREST FORMS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT PROVIDE COMPENSATION TO ITS PRESIDENT OR ANY OF ITS OFFICERS. THE ORGANIZATION'S PRESIDENT AND OTHER OFFICERS RECEIVE COMPENSATION FROM THE TRUSTEES, A RELATED TAX-EXEMPT ENTITY. 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 WEBSITE. THE FORM 990 CAN ALSO BE ACCESSED AT WWW.GUIDESTAR.ORG. FORM 990, PART XI, LINE 9: NET ASSET TRANSFERS -1,312,680. CHANGE IN BENEFICIAL INTEREST -1,191,643. THE TRUSTEES OF RESERVATIONS 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 042105780 LAND CONSERVATION MA 501(C)(3) LINE 7 N/A 0 HILLTOWN LAND TRUST INC 332 BULLITT ROAD ASHFIELD MA 01330 222831145 LAND CONSERVATION MA 501(C)(3) LINE 7 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 FRUITLANDS MUSEUMS INC 102 PROSPECT HILL ROAD HARVARD MA 01451 042125003 HISTORICAL MUSEUM MA 501(C)(3) LINE 10 THE TRUSTEES OF RESERVATIONS 1 CAPE COD HORTICULTURAL SOCIETY INC PO BOX 934 OSTERVILLE MA 02655 237346475 PUBLIC PARK MA 501(C)(3) LINE 7 THE TRUSTEES OF RESERVATIONS 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET BOSTON MA 02110 046750497 INVESTMENTS MA N/A T 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET BOSTON MA 02110 046891402 INVESTMENTS MA N/A T 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET BOSTON MA 02110 134289231 INVESTMENTS MA N/A T 1 CHARITABLE REMAINDER TRUST 200 HIGH STREET BOSTON MA 02110 201948601 INVESTMENTS MA N/A T 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0