2026-02-13T10:56:37-06:00 2025-03-31 263753134 CBIZ ADVISORS LLC 53 STATE STREET 17TH FLOOR BOSTON MA 02109 990 2024-04-01 042067315 DECORDOVA AND DANA MUSEUM & PARK DECO 7812598355 51 SANDY POND ROAD LINCOLN MA 01773 BRIAN THERRIEN PRESIDENT & TREASURER 7812598355 2026-02-10 1 1 CRAIG KLEIN P00734640 6178075000 2026-02-11 2024 2025-03-06 01:10:19Z DECORDOVA SCULPTURE PARK AND MUSEUM BRIAN THERRIEN 51 SANDY POND ROAD LINCOLN MA 01773 4835518 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 64 27 0 0 1668438 979457 1330917 1247064 559572 1539918 869847 747969 4428774 4514408 0 0 0 0 1628768 1707229 0 0 5288 1757327 1977094 3386095 3684323 1042679 830085 22126609 23103345 2010948 2367098 20115661 20736247 TO INSPIRE, EDUCATE, AND DELIGHT WITH CONTEMPORARY ART FROM NEW ENGLAND AND BEYOND THROUGH SCULPTURES IN THE LANDSCAPE AND MUSEUM EXHIBITIONS. 0 0 1894525 599946 EXIBITION OF ART: APPROXIMATELY 55,000 PEOPLE VISITED THE PARK AND THE MUSEUM DURING THE FISCAL YEAR TO VIEW OUTDOOR SCULPTURES, INSTALLATIONS, ARTIST PROJECTS, AND PUBLIC PROGRAMS, THE DETAILS OF WHICH MAY BE VIEWED ON THE MUSEUM WEBSITE. THE INDOOR EXHIBITION PROGRAM IS TEMPORARILY PAUSED DUE TO BUILDING RENOVATIONS. DECORDOVA'S PERMANENT COLLECTION CURRENTLY CONTAINS 3,634 WORKS OF ART. 1369689 830872 ART EDUCATION: DECORDOVA EDUCATIONAL PROGRAMS AND EVENTS WERE ACCESSED BY MORE THAN 3,775 OF OUR VISITORS, INCLUDING VISITING SCHOOL GROUPS, TEACHERS, GIRL SCOUTS, SENIOR GROUPS, AND GROUPS OF DEVELOPMENTALLY OR PHYSICALLY DISABLED STUDENTS AND ADULTS. THE INSTITUTION PROVIDED AROUND 53 PRIVATE AND PUBLIC TOURS LED BY TRAINED MUSEUM GUIDES, APPROXIMATELY 50 FREE PUBLIC PROGRAMS AND EVENTS, AND HOSTS AN EMBEDDED PRESCHOOL ON ITS CAMPUS THAT SERVES 59 CHILDREN FIVE DAYS PER WEEK, AMONG OTHER EDUCATIONAL INITIATIVES OFFERED TO A DIVERSE PUBLIC. 217880 626286 CORPORATE ART PROGRAM: THE CORPORATE ART PROGRAM EXHIBITS HUNDREDS OF WORKS FROM REGIONAL LENDING ARTISTS AT THE OFFICES OF APPROXIMATELY 50 CORPORATE MEMBERS WHO DIRECTLY SUPPORT THE MUSEUM, WITH MORE THAN 50,000 EMPLOYEES AND MEMBERS OF THE PUBLIC VIEWING THESE WORKS OF ART. 3482094 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 64 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 6 6 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 MA NY X SARAH HUDSON 9783381158 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 BRENDAN COUGHLIN DIRECTOR 2.00 0.00 X 0 0 0 DAVID D CROLL DIRECTOR 2.00 4.00 X 0 0 0 ERICA MASON DIRECTOR 2.00 0.00 X 0 0 0 ROBERT H MASON DIRECTOR 2.00 2.00 X 0 0 0 LINDA HAMMET ORY DIRECTOR 2.00 2.00 X 0 0 0 FAITH PARKER DIRECTOR 2.00 0.00 X 0 0 0 KATIE THEOHARIDES VICE PRESIDENT 10.00 30.00 X 0 460610 16070 BRIAN THERRIEN PRESIDENT AND TREASURER 10.00 30.00 X 0 297442 15357 BERYL JOLLY CLERK (UNTIL 5/31/24) 10.00 30.00 X 0 82305 8672 MICHAEL BUSACK PROPERTY DIRECTOR (UNTIL 2/14/25) 20.00 20.00 X 0 162676 22140 VICTORIA NAGLE EVENTS MANAGER 40.00 0.00 X 0 122049 0 SARAH MONTROSS CHIEF CURATOR & MUSEUM DIRECTOR 40.00 0.00 X 0 100293 21431 0 1225375 83670 0 0 1 0 DESIGNLAB ARCHITECTS INC 186 SOUTH STREET SUITE 601 BOSTON MA 02111 DESIGN SERVICES 385282 MAQUETTE FINE ART SERVICES LLC 48-49 35TH ST 2ND FLOOR LONG ISLAND NY 11101 CURATORIAL EXHIBIT SERVICES 127274 JEAN SHIN 42 TIFFANY PLACE 48 BROOKLYN NY 11231 CURATORIAL EXHIBIT SERVICES 109445 3 31143 200245 72120 675949 70411 979457 CORPORATE ART PROGRAM 712110 626286 626286 EDUCATION 712110 315753 315753 ADMISSIONS INCOME 712110 305025 305025 1247064 746098 746098 599946 0 599946 599946 599946 793820 0 793820 793820 793820 30750 200245 92821 -62071 -62071 438383 228289 210094 210094 4514408 2057104 0 1477847 157081 152369 4241 471 1283200 1244704 34646 3850 36162 35078 976 108 122979 119290 3320 369 107807 104573 2911 323 1625 1625 136193 136193 347422 347422 7735 7735 9892 9595 267 30 22335 21710 619 6 286968 278929 7953 86 58587 58587 86 84 2 74295 72214 2059 22 257355 257355 1100 1071 29 DESIGN SERVICES 407262 407262 PROPERTY STEWARDSHIP 235748 235748 MATERIALS & SUPPLIES 35334 35334 EQUIPMENT RENTAL 19447 19447 75710 73587 2100 23 3684323 3482094 196941 5288 741937 477554 2500 49036 112136 89672 94900 240945 14082529 11978115 2218341 2104414 5567775 5774382 13389020 14367342 22126609 23103345 1219 26052 464339 847995 1545390 1493051 2010948 2367098 X 2061136 2412681 18054525 18323566 20115661 20736247 22126609 23103345 830085 -209499 0 X 0 1 X 1 0 X 1043541 1631380 2134708 1668438 979457 7457524 1437647 2195915 2438446 2385006 2285393 10742407 2481188 3827295 4573154 4053444 3264850 18199931 224000 849282 640000 754500 433590 2901372 372 11254 20470 61799 93895 224372 860536 640000 774970 495389 2995267 15204664 398576 548580 600007 474354 746098 2767615 398576 548580 600007 474354 746098 2767615 83000 163036 200225 174443 30750 651454 2962764 4538911 5373386 4702241 4041698 21619000 0.70330 0.66530 0.12800 0.11400 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: FUNDRAISING REVENUE - 2020 AMOUNT: $ 83,000. 2021 AMOUNT: $ 163,036. 2022 AMOUNT: $ 200,225. 2023 AMOUNT: $ 174,443. 2024 AMOUNT: $ 30,750. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 14623054 867975 597468 134446 14759117 13012487 100000 2224325 592436 121322 14623054 14237703 505000 -1038221 576132 115863 13012487 13798251 450000 640589 541815 109322 14237703 10178612 2128393 2138301 528627 118428 13798251 0.02586 0.97414 0.00000 1 1 1 47100 47100 13624071 11777209 1846862 172172 84910 87262 239186 115996 123190 2104414 BENEFICIAL INTEREST IN PERPETUAL TRUST 8984734 DUE FROM THE TRUSTEES OF RESERVATIONS 5382608 14367342 X 4491573 -209499 -209499 4701072 134446 -321110 -186664 4514408 3870987 0 3870987 134446 -321110 -186664 3684323 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 $241,000 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 $634,000. 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 INTERET IN PERPETUAL TRUST: REPRESENTS APPROXIMATELY $8,985,000. 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 $34,000 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 $3,423,000 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 $1,443,000. 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 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -228,289. FUNDRAISING EXPENSES -92,821. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -228,289. FUNDRAISING EXPENSES -92,821. DECORDOVA GALA 230995 200245 30750 8715 66000 3625 14481 230995 200245 30750 8715 66000 3625 14481 92821 -62071 0 0 0 0 0 0 0 0 0 KATIE THEOHARIDES VICE PRESIDENT 0 410225 0 50000 0 385 0 7685 0 8385 0 476680 0 0 BRIAN THERRIEN PRESIDENT AND TREASURER 0 296542 0 0 0 900 0 14809 0 548 0 312799 0 0 MICHAEL BUSACK PROPERTY DIRECTOR (UNTIL 2/14/25) 0 155558 0 6790 0 328 0 7913 0 14227 0 184816 0 0 X 13 0 SEE PART II X 3 70411 FMV 1 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): COLLECTIONS OF ARTWORK AND ART OBJECTS ARE NOT CAPITALIZED OR RECOGNIZED AS ASSETS ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS, ROBERT MASON AND ERICA MASON, HAVE A FAMILY RELATIONSHIP. 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 A, LINE 7B THE TOWN OF LINCOLN MUST APPROVE CERTAIN MATTERS. 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. 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 FRUITLANDS MUSEUMS INC 102 PROSPECT HILL ROAD HARVARD MA 01451 042125003 HISTORICAL 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 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 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0