2025-02-17T09:55:33-06:00 2024-03-31 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2023-04-01 223084639 FRIENDS OF MOUNT AUBURN CEMETERY FRIE 6175477105 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 MATTHEW STEPHENS PRESIDENT & CEO 6175477105 2025-02-14 1 1 AMANDA ADAMS P00748038 7813562000 2025-02-14 2023 2025-03-06 01:10:19Z MATTHEW STEPHENS 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 2166966 0 X WWW.MOUNTAUBURN.ORG X 1990 MA THE FRIENDS OF MOUNT AUBURN IS DEDICATED TO CONSERVING THE CEMETERY'S NATURAL BEAUTY AND PROMOTING THE APPRECIATION OF ITS CULTURAL, HISTORIC AND NATURAL RESOURCES. 6 5 0 330 0 0 3385500 1488180 210873 364636 13900 216355 0 0 3610273 2069171 2258203 400359 0 0 1114025 0 0 0 199651 234223 810069 3606451 1210428 3822 858743 4948403 6476190 2634101 2770878 2314302 3705312 X THE MISSION OF THE FRIENDS OF MOUNT AUBURN CEMETERY (FOMAC) IS TO ASSIST IN THE CONSERVATION OF THE NATURAL BEAUTY AND HISTORIC INTEGRITY OF MOUNT AUBURN CEMETERY AND TO INCREASE PUBLIC KNOWLEDGE AND APPRECIATION OF ITS UNIQUE CULTURAL, HISTORIC, AND NATURAL RESOURCES THROUGH CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PROGRAMS. TO ACCOMPLISH THESE GOALS, FOMAC RAISES FUNDS FROM BOTH PUBLIC AND PRIVATE SOURCES. 0 0 567942 2500 HELD PUBLIC PROGRAMS; PRODUCED NEWSLETTERS, MAPS, AND OTHER PUBLICATIONS; PRODUCED AND PLANNED INTERPRETIVE EXHIBITS AND MATERIALS PROMOTING THE RESOURCES OF THE CEMETERY. THROUGH CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PROGRAMS. TO ACCOMPLISH THESE GOALS, FOMAC RAISES FUNDS FROM BOTH PUBLIC AND PRIVATE SOURCES. 397859 397859 364636 EACH YEAR THE ORGANIZATION UNDERTAKES A WIDE VARIETY OF SPECIAL PROJECTS AND INITIATIVES TO HELP MOUNT AUBURN CEMETERY THRIVE INCLUDING IMPROVEMENTS TO ANIMAL HABITAT, HORTICULTURAL AND HISTORIC COLLECTIONS. 965801 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 35 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 5 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MA X X MATTHEW STEPHENS 6175477105 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 MATTHEW STEPHENS PRESIDENT & CEO / TRUSTEE 0.40 53.20 X X 0 371187 59822 ELIZA ANDERSON CHAIR 0.06 0.88 X X 0 0 0 LINDSAY LEARD COOLIDGE SECRETARY 0.04 0.37 X X 0 0 0 SEAN MCDONNELL TREASURER 0.00 0.70 X X 0 0 0 DEAN HARA TRUSTEE 0.04 3.14 X 0 0 0 PATRICIA JACOBY TRUSTEE 0.04 0.89 X 0 0 0 BETH BROWN VP INSTITUTIONAL ADVANCEMENT 1.00 49.00 X 0 241144 22548 ANN SWEENEY VP PEOPLE & CULTURE 1.00 49.00 X 0 202495 48913 HARVEY BREE D VP CEMETERY & VISITOR SERVICES 1.00 49.00 X 0 189123 41155 RONNIT BENDAVID-VAL VP HORTICULTURE 1.00 49.00 X 0 198758 11562 CHARLES A FRASER VP OF PRESERVATION & FACILITIES 1.00 49.00 X 0 168725 53179 0 1371432 237179 0 0 1 0 AVFX LLC POB 4110 WOBURN MA 01888 EVENT PRODUCTION 446227 1 1488180 35160 1488180 TOURS AND INTERPRETIVE 900099 364636 364636 364636 215182 215182 98968 97795 1173 1173 1173 2069171 364636 0 216355 400359 400359 25899 25899 67526 67226 300 6029 6029 75056 20491 19077 35488 7623 4076 3547 61761 5159 56602 DONOR EVENTS 545669 446227 99442 MATERIALS & SUPPLIES 12712 11400 1312 DUES AND SUBSCRIPTIONS 7794 4834 2960 1210428 965801 44976 199651 4708850 6193866 239436 273720 8604 117 4948403 6476190 13381 12242 2620720 2758636 2634101 2770878 X 733898 1715371 1580404 1989941 2314302 3705312 4948403 6476190 858743 532267 0 X 0 1 X 1 0 X 871237 1544157 1393062 3385500 1488180 8682136 871237 1544157 1393062 3385500 1488180 8682136 1978318 6703818 11015 5033 4208 13900 215182 249338 8931474 646495 0.75060 0.75920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 231648 231648 230025 1623 231648 204760 25000 265 230025 204387 373 204760 203571 816 204387 0.89208 0.10792 0.00000 0 0 0 DUE TO MOUNT AUBURN CEMETERY 2758636 2758636 X 3412226 1343055 1343055 2069171 0 2069171 2553483 1343055 1343055 1210428 0 1210428 PART V, LINE 4: BOARD DESIGNATED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE CARE, PRESERVATION, IMPROVEMENT AND ENLARGEMENT OF THE CEMETERY, INCLUDING THE PAYMENT OF SALARIES, AND FOR THE GENERAL PURPOSES OF THE ORGANIZATION. DONOR RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE MAINTENANCE OF THE HENRIETTA YOUNG MAUSOLEUM AND SURROUNDING GROUNDS, LANDSCAPE, BENCHES AND OTHER ELEMENTS. PART X, LINE 2: THE FRIENDS ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC 740 INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT MARCH 31, 2024 AND 2023, MANAGEMENT BELIEVES THAT THE FRIENDS HAS NO MATERIAL UNCERTAIN TAX POSITIONS. 1 PROPRIETORS OF MOUNT AUBURN CEMETERY 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 041641320 501(C)(13) 397859 0 MAJOR PROJECTS AND CAPITAL EXPENDITURES. 1 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS THROUGH MANAGEMENT AND BOARD MEMBER OVERLAP AS THE ASSISTANCE IS PAID TO A RELATED ORGANIZATION. 0 0 0 0 0 0 0 0 0 MATTHEW STEPHENS PRESIDENT & CEO / TRUSTEE 0 370347 0 0 0 840 0 13200 0 46622 0 431009 0 0 BETH BROWN VP INSTITUTIONAL ADVANCEMENT 0 240370 0 0 0 774 0 0 0 22548 0 263692 0 0 ANN SWEENEY VP PEOPLE & CULTURE 0 189789 0 10000 0 2706 0 4246 0 44667 0 251408 0 0 HARVEY BREE D VP CEMETERY & VISITOR SERVICES 0 188493 0 0 0 630 0 7825 0 33330 0 230278 0 0 CHARLES A FRASER VP OF PRESERVATION & FACILITIES 0 167177 0 0 0 1548 0 7033 0 46146 0 221904 0 0 RONNIT BENDAVID-VAL VP HORTICULTURE 0 197262 0 0 0 1496 0 785 0 10777 0 210320 0 0 X 2 35160 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 7A AT ALL TIMES THE BOARD OF TRUSTEES SHALL BE MADE UP OF INDIVIDUALS WHO ARE ALSO TRUSTEES OF MOUNT AUBURN CEMETERY. THE NUMBER OF TRUSTEES AND THE TERM OF OFFICE OF EACH SHALL BE DETERMINED BY THE BOARD OF TRUSTEES OF MOUNT AUBURN CEMETERY. SUCCESSOR OR ADDITIONAL TRUSTEES SHALL BE APPOINTED BY THE BOARD OF TRUSTEES OF MOUNT AUBURN CEMETERY. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS GIVEN TO MEMBERS OF THE GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND EMPLOYEES. WHENEVER AN INDIVIDUAL OR A FAMILY MEMBER (DEFINED AS A SPOUSE, A CHILD OR THE SPOUSE OF A CHILD) HAS A FINANCIAL INTEREST IN A MATTER THAT COMES BEFORE THE INDIVIDUAL FOR CONSIDERATION, THE INDIVIDUAL SHALL DISCLOSE SUCH INTEREST AND SHALL TAKE NO PART IN THE CONSIDERATION OR ACTION ON THE MATTER. FOR STAFF MEMBERS, THE EMPLOYEE SHOULD NOTIFY HIS OR HER SUPERVISOR OR, IN CASES WHERE THAT IS INAPPROPRIATE OR UNDESIRABLE, DISCLOSURE MAY BE MADE TO A VICE PRESIDENT OR THE PRESIDENT OF THE CEMETERY. FOR OTHERS, DISCLOSURE SHOULD BE MADE TO THE CHAIR OF THE TRUSTEES OF THE CEMETERY. IN THE CASE OF A REQUIRED DISCLOSURE BY THE CHAIR OF TRUSTEES, DISCLOSURE SHOULD BE MADE TO ALL OF THE TRUSTEES OF THE APPROPRIATE ORGANIZATION. EACH TRUSTEE AND COMMITTEE MEMBER SHALL ANNUALLY SIGN A STATEMENT SAYING THAT THEY HAVE CAREFULLY REVIEWED THE CONFLICT-OF-INTEREST POLICY, AND SHALL DISCLOSE ALL PERSONAL, BUSINESS AND ORGANIZATIONAL INTERESTS AND AFFILIATIONS THAT COULD BE CONSTRUED AS BEING RELATED TO THE INTERESTS OF THE CEMETERY AND LIST ALL POSITIONS AS AN OFFICER OR DIRECTOR OF OTHER ORGANIZATIONS WHOSE PURPOSES OR PROGRAMS MIGHT RELATE TO OR IMPINGE ON THOSE OF THE CEMETERY. AN INDIVIDUAL SEEKING ADVICE WITH RESPECT TO A POTENTIAL CONFLICT OF INTEREST MAY BRING THE MATTER TO THE PRESIDENT OF THE CEMETERY OR TO THE CHAIR OF THE TRUSTEES OF THE CEMETERY FOR AN ADVISORY OPINION. ANY VIOLATION OF THE CONFLICT OF INTEREST POLICY MAY, UPON VOTE OF THE TRUSTEES, AFTER HEARING, BE GROUNDS FOR REMOVAL FROM OFFICE OR EMPLOYMENT WITH THE CEMETERY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 041641320 CEMETERY SERVICES MA 501(C)(13) 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN B 397859 BOOK PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN C 1343055 BOOK PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN O 1343055 BOOK