2024-09-26T13:18:45-05:00 2023-12-31 221478099 COHNREZNICK LLP ONE BOSTON PLACE SUITE 500 BOSTON MA 02108 990 2023-01-01 046009940 HOBART AMES FOUNDATION HOBA 8888663275 NORTHERN TR 125 SUMMER ST STE 140 BOSTON MA 02110 ROBERT H FREY TRUSTEE 8888663275 2024-09-26 1 1 LORI ROTHE YOKOBOSKY CPA P01273422 6176481400 2024-09-25 2023 2024-08-08 14:25:15Z ROBERT H FREY NORTHERN TR 125 SUMMER ST STE 1400 BOSTON MA 02110 17124119 0 X N/A X 1949 MA 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. 3 3 0 3 0 0 280278 681455 1363036 1388065 403776 3697768 112439 166577 2159529 5933865 0 0 0 0 132607 16785 0 0 0 3027223 3454329 3159830 3471114 -1000301 2462751 13490774 16775257 331955 358801 13158819 16416456 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 3138346 1554642 THE PLANTATION ENCOMPASSES 18,653 ACRES THAT INCLUDE ABOUT 14,600 ACS OF FOREST (LOBLOLLY PINE, UPLAND HARDWOODS AND BOTTOMLAND HARDWOODS) & ABOUT 2,000 ACS OF COMMODITY-ROW CROPS. THE HERITAGE AND CULTURAL RES OURCES OF THE PLANTATION'S LAND BASE ARE RESEARCHED AND DOCUMENTED FOR FUTURE GENERATIONS. AGRICULTURAL AND EDUCATIONAL RESEARCH IS SUPERIMPOSED ON NUMEROUS PROGRAMS. THE PLANTATION SERVES AS ONE OF TEN UNIVERSITY OF TENNESSEE AGRESEARCH AND EDUCATION CENTERS. STUDENTS FROM UNIVERSITY OF TENNESSEE AND OTHER UNIVERSITIES INCLUDINGUNIVERSITY OF MEMPHIS AND MISSISSIPPI STATE UNIVERSITY CONDUCT WILDLIFE AND FORESTRY RESEARCH AND ARE OFTEN IN RESIDENCE IN THE TWO SMALL ON-SITE DORMITORIES. SCHOLARS AND PROFESSIONALS FROM AROUND THE WORLD OFTEN VISIT TO SEE RESEARCH AND PARTICIPATE IN TEACHING. HISTORICAL RESEARCH PROGRAMS INCLUDE THE INTERPRETATION AND PRESERVATION OF THE CULTURAL HERITAGE OF SOUTHWESTERN TENNESSEE,RESTORATION OF HISTORIC STRUCTURES AND CEMETERIES, AND IMPLEMENTATION OF EDUCATIONAL PROGRAMS THAT FOCUS ON LOCAL HISTORY AND PRESERVATION. AMES PLANTATION HERITAGE FESTIVAL IS HELD ANNUALLY IN OCTOBER. IT IS HOSTED IN COOPERATION WITH THE UNIVERSITY OF TENNESSEE. FOLK ARTISTS, DEMONSTRATORS, RE-ENACTORS, AND MUSICIANS PROVIDE ENTERTAINMENT AND EDUCATIONAL OPPORTUNITIES FOR ALL AGES. 19TH CENTURY SKILLS AND ACTIVITIES ARE FEATURED IN HANDS-ON ACTIVITIES SUCH AS PICKING COTTON AND DEMONSTRATIONS OF BLACKSMITHING, KETTLE LAUNDRY, TRADITIONAL POTTERY, AND GUILTING.AMES PLANTATION HERITAGE VILLAGE IS HOME TO A COLLECTION OF RESTORED STRUCTURES REPRESENTING ARCHITECTURAL HERITAGE FROM AROUND 1820 UNTIL THE EARLY 20TH CENTURY. THE VILLAGE INCLUDES A TYPICAL 19TH CENTURY FAROILY FARMSTEAD, THE 1830S STENCIL HOUSE WHICH SERVED AS A ONE-ROOM SCHOOLHOUSE IN THE EARLY 1900S, A REPLICA BRICK KILN, AND THE "COTTON INTERPRETATIVE CENTER" HOUSED IN A RESTORED LOG CABIN. THE VILLAGE SERVES AS AN EDUCATIONAL FACILITY WHERE VISITORS CAN ACTUALLY VISUALIZE THE LIFESTYLE OF THEIR ANCESTORS AS EXHIBITED THROUGH ITS BUILDINGS AND FURNISHINGS. AS A DESTINATION FOR SCHOOL FIELD TRIPS, STUDENTS RECEIVE DETAILS OF LOCAL HISTORY WHILE LEARNING HOW EVERYONE CAN HELP TO PRESERVE OUR CULTURAL HERITAGE. IT'S OPEN FOR VISITS BY APPOINTMENT.THE AMES PLANTATION HAS HAD THE HONOR OF PROVIDING RESEARCH MATERIALS FOR STUDENTS FROM THE RHODES INSTITUTE FOR REGIONAL STUDIES. EACH RESEARCH TOPIC IS RELATED TO EITHER THE SOCIAL OR MATERIAL CULTURAL OF THE REGION DURING THE 19TH CENTURY. IN MOST INSTANCES THE RESEARCH INCLUDES INFORMATION RELATING TO THE 19TH CENTURY HISTORY OF THE AMES LAND BASE WHICH HAS ADDED GREATLY TO UNDERSTANDING OF THE LIVES AND TIMES OF AMESIST 19TH CENTURY RESIDENTS.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 ACS, THE USUAL ENTRY OF ABOUT 36 ENGLISH POINTERS AND /OR ENGLISH SETTERS THAT ARE WINNERS OR PLACERS IN 70 QUALIFYING TRIALS THROUGHOUT THE U.S. AND CANADA COMPETE. SEVERAL THOUSAND FIELD TRIAL ENTHUSIASTS FROM ALL OVER THE WORLD ATTEND THE EVENT EACH YEAR. 3138346 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 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 4595 0 0 MR OLIVER A SPAULDING CO-TRUSTEE 1.00 X 4595 0 0 AUGUSTA HAYDOCK CO-TRUSTEE 1.00 X 4595 0 0 RICK CARLISE OFFICER 1.00 X 3000 0 0 16785 0 0 0 0 0 0 0 13626 667829 681455 CROPS 111000 975456 975456 CATTLE 111000 222603 222603 HUNTING CLUB 111000 134253 134253 FOSTERY 111000 48694 48694 QUAIL 111000 7059 7059 1388065 206500 206500 14681522 11190254 3491268 3491268 3491268 166577 166577 166577 5933865 1554642 0 3697768 16785 6714 10071 219406 219406 26250 26250 69921 69921 52658 52658 SEE ATTACHED FROM AMES 2910052 2613605 296447 TAXES AND LICENSES 915 915 175127 175127 3471114 3138346 332768 0 856791 522596 218519 244254 478747 563017 107985 83579 13925490 10584154 3353496 3341336 8221855 11691363 253381 329112 13490774 16775257 186621 116146 70294 237459 75040 5196 331955 358801 X 9225540 12236363 0 0 3933279 4180093 13158819 16416456 13490774 16775257 2462751 794886 0 X 0 1 X 0 0 X 236174 255178 213036 280278 681455 1666121 236174 255178 213036 280278 681455 1666121 1666121 311181 308464 339431 274425 206500 1440001 26707 14155 46047 112439 166578 365926 3472048 7615330 0.47990 0.42610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 26,707. 2020 AMOUNT: $ 14,155. 2021 AMOUNT: $ 46,047. 2022 AMOUNT: $ 112,439. 2023 AMOUNT: $ 166,578. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1841643 1841643 12083847 10584154 1499693 3341336 6848751 794886 120000 914886 5933865 0 5933865 3591114 120000 120000 3471114 0 3471114 PART XI, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RECLASSIFIED TO REVENUE 120,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RECLASSIFIED TO REVENUE 120,000. 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.