2024-11-14T19:22:53-06:00 2023-12-31 042680237 MORGAN & MORGAN PC 175 DERBY STREET - SUITE 40 HINGHAM MA 02043 990 2023-01-01 041335965 THE PROPRIETORS OF FOREST HILLS CEMETERY PROP 6175240128 95 FOREST HILLS AVENUE JAMAICA PLAIN MA 02130 GEORGE MILLEY CHIEF EXECUTIVE OFFICER 6175240128 2024-11-14 1 0 TIMOTHY MACLELLAN CPAPFS P00083175 7817490050 2024-11-14 2023 2024-10-15 13:58:12Z GEORGE MILLEY 95 FOREST HILLS AVENUE JAMAICA PLAIN MA 02130 37701952 0 X WWW.FORESTHILLSCEMETERY.COM X 1848 MA OPERATION OF CEMETERY AND CREMATORY FOR THE BENEFIT OF THE GENERAL PUBLIC. 8 7 37 0 0 0 150 10 5568608 5573844 2151684 2163986 168322 161897 7888764 7899737 0 0 0 0 2783035 2896779 0 0 0 3036570 2984131 5819605 5880910 2069159 2018827 44712112 50521108 4942694 4722528 39769418 45798580 PROVIDE BURIAL AND CREMATORY SERVICES TO THE GENERAL PUBLIC 0 0 OPERATION OF CEMETERY, CREMATORY, & GREENHOUSE. SALE OF INTERMENT FOUNDATIONS 0 0 0 0 0 0 1 0 1 1 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 37 1 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X GEORGE MILLEY 6175240128 95 FOREST HILLS AVENUE JAMAICA PLAIN MA 02130 GEORGE H MILLEY III PRESIDENT & CEO 40.00 X X 388133 0 252453 JOSEPH SALAH TRUSTEE/CHAIRMAN OF BOARD 1.00 X 0 0 0 BENJAMIN J WILLIAMS JR TRUSTEE/VC BOARD/CHAIR INV 1.00 X 0 0 0 LINDA SANTOSA TRUSTEE/NOMINATIONS CHAIR 1.00 X 0 0 0 MATHIAS LYDON TRUSTEE 1.00 X 0 0 0 STEPHEN CHAN TRUSTEE 1.00 X 0 0 0 PAUL CHAN TRUSTEE 1.00 X 0 0 0 ERLING A HANSON JR TRUSTEE 1.00 X 0 0 0 MITCH ZAKRZEWSKI DIRECTOR OF OPERATIONS 40.00 X 113655 0 61070 RYAN MILLEY DIRECTOR OF SALES 40.00 X 98631 0 17957 DEBBIE CHAN TRUSTEE 1.00 X 0 0 0 TONY TIRO TRUSTEE 1.00 X 0 0 0 MICHAEL VACCARO TREASURER 40.00 X 135203 0 41010 DONNALYN KAHN SECRETARY 1.00 X 0 0 0 JANICE STETZ ASSISTANT TREASURER 39.00 1.00 X 95926 0 35714 831548 0 408204 3 0 1 0 VAIL ESCAVATORS 121B RIVERNECK ROAD CHELMSFORD MA 01824 ESCAVATOR 227247 DEVANEY ENERGY INC 177 WELLS AVENUE NEWTON MA 02459 ENERGY SUPPLIER 153425 2 10 10 CEMETERY 812900 3571523 3571523 INTERMENT 812900 1046662 1046662 CREMATORY 812900 458076 458076 GREENHOUSE 812900 278487 278487 FOUNDATION SALES 812900 219096 219096 5573844 688011 688011 80250 0 80250 80250 80250 31278190 29802215 1475975 1475975 1475975 MISCELLANEOUS CEMETERY INCOME 812900 81647 81647 81647 7899737 5735741 0 2163986 1239752 1043441 230665 133397 249524 39250 139614 14870 7493 172456 115004 218532 101687 490277 116459 GROUNDS EXPENSE 661250 COST OF GOODS SOLD 392568 MAINTENANCE 171774 SECURITY 97878 245019 5880910 1348199 989708 982477 976974 4127094 3819426 62318 74280 13063125 9071681 3974307 3991444 31125801 37223818 188301 150242 2903615 3295216 44712112 50521108 1125498 1274447 3353116 3448081 464080 0 4942694 4722528 X 38203413 44117463 1566005 1681117 39769418 45798580 44712112 50521108 X 2018827 3418849 591486 X X 0 1 X 1 0 298955 X X 0 1566005 177436 62324 1681117 1751545 -141524 44016 1566005 1432475 352561 33491 1751545 1396078 73639 37242 1432475 1116411 310931 31264 1396078 1.00000 1 0 6212979 5165708 1047271 2069729 1764086 305643 4780417 2141887 2638530 3991444 INVESTMENTS - OTHER 849890 OTHER ASSETS HELD AS INVESTMENT 337848 INVEST - ART WORKS 298955 BENEFICIAL INTEREST IN PERPETUAL TRUST 1681117 DB PLAN 127406 3295216 X 11178977 3418854 3418854 7760123 139614 139614 7899737 5741296 0 5741296 139614 139614 5880910 PART III, LINE 4: THE ART OBJECTS ARE PRIMARILY PAINTINGS & SCULPTURES DONATED TO THE CEMETERY IN HONOR OF THOSE BURIED AT THE CEMETERY OVER MANY YEARS. PART V, LINE 4: THE ORGANIZATION IS THE BENEFICIARY OF A TRUST HELD AND ADMINISTERED BY OTHERS. THE ESTIMATED FAIR VALUE OF THE TRUST ASSETS, WHICH APPROXIMATES THE PRESENT VALUE OF EXPECTED FUTURE CASH FLOWS FROM THE TRUST, IS RECOGNIZED BY THE ORGANIZATION AS DONOR RESTRICTED NET ASSETS. THE FUNDS ARE USED FOR CEMETERY BEAUTIFICATION AND MAINTENANCE. PART X, LINE 2: THE CEMETERY IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAVE DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. ANY CHANGES IN TAX POSITIONS WILL BE RECORDED WHEN THE ULTIMATE OUTCOME BECOMES KNOWN. THE CEMETERY'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THE YEARS ENDED DECEMBER 31, 2022, 2021, AND 2020. X X 0 0 0 GEORGE H MILLEY III PRESIDENT & CEO 319635 0 40000 0 28498 0 239498 0 12955 0 640586 0 0 0 MICHAEL VACCARO TREASURER 130154 0 2500 0 2549 0 27439 0 13571 0 176213 0 0 0 MITCH ZAKRZEWSKI DIRECTOR OF OPERATIONS 95728 0 2500 0 15427 0 36284 0 24786 0 174725 0 0 0 PART I, LINE 3 THE PRESIDENT PARTICIPATES IN A IRC 457 (B) PLAN WHERE THE ORGANIZATION CONTRIBUTED $22,500 & THE PRESIDENT PERSONALLY CONTRIBUTED $7,500 TO THE PLAN. THE PLAN'S ASSETS APPROXIMATED $829,890 AT DECEMBER 31, 2023 AND ARE THE PROPERTY OF THE ORGANIZATION UNTIL SUCH TIME AS THE PRESIDENT RETIRES. RYAN MILLEY SON OF ORG. PRES. 116589 COMP. & BENEFITS 0 MATHIAS CORP CORP OWNED BY BOARD MEMBER MATHIAS LYDON 29800 VARIOUS PAVING JOBS 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE PROPRIETORS ELECT THE TRUSTEES TO FILL VACANT SEATS AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF IRS FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCEDURES FOLLOWED REGARDING CONFLICT OF INTEREST POLICY: THE BOARD OF TRUSTEES IS SUBJECT TO ITS CONFLICT OF INTEREST POLICY. ANNUALLY, THE BOARD HAS PROVIDED REQUIRED DISCLOSURES & RECEIVED NO COMPLAINTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEMETERY'S CHIEF EXECUTIVE OFFICER IS REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S BUSINESS OFFICE DURING REGULAR BUSINESS HOURS. IN ORDER NOT TO INCONVENIENCE THE GENERAL PUBLIC IT IS SUGGESTED THAT AN APPOINTMENT BE MADE IN ADVANCE BY CONTACTING THE ORGANIZATION. FORM 990, PART XI, LINE 9: PENSION EXP.-OTHER THAN PERIODIC CO 591,486. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FOREST HILLS EDUCATIONAL TRUST 95 FOREST HILLS AVENUE JAMAICA PLAIN MA 02130 223182448 PROMOTES APPRECIATION OF HISTORIC ARTIFACTS AT THE CEMETERY MA 501 (C) (3) LINE 7 FOREST HILLS CEMETERY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 FOREST HILLS EDUCATION TRUST Q REIMBURSEMENT RECEIVED FOREST HILLS EDUCATION TRUST N NO VALUE WAS DETERMINED FOREST HILLS EDUCATION TRUST O SERVICES PROVIDED