2025-02-10T16:12:44-06:00 2024-03-31 263753134 CBIZ ADVISORS LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2023-04-01 042125003 FRUITLANDS MUSEUM INC FRUI 6175427696 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 BRIAN THERRIEN PRESIDENT & TREASURER 6175427696 2025-02-10 1 1 CRAIG KLEIN P00734640 6177610600 2025-02-10 2023 2025-03-06 01:10:19Z BRIAN THERRIEN 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 689221 0 X WWW.FRUITLANDS.ORG X 1914 MA TO INSPIRE AND EDUCATE THROUGH ART, NATURE AND HISTORY. 2 0 42 26 49808 44823 22097 13089 235185 199192 17844 71492 240981 229132 516107 512905 0 0 0 0 566129 523096 0 0 36464 373929 365313 940058 888409 -423951 -375504 19367008 21870356 422053 12050 18944955 21858306 X TO INSPIRE AND EDUCATE THROUGH ART, NATURE AND HISTORY. 0 0 773222 378516 FRUITLANDS IS A UNIQUE GATHERING PLACE THAT BUILDS CONNECTIONS BETWEEN NATURE, PEOPLE, AND CULTURE BY OFFERING ENGAGING PROGRAMS AND EXHIBITS. FRUITLANDS HAS APPROXIMATELY 18,000 VISITORS ANNUALLY. FRUITLANDS HOSTED 8,000 PROGRAM PARTICIPANTS THROUGH A SIGNIFICANT EDUCATIONAL SCHOOL GROUP PROGRAM AND PUBLIC PROGRAM. THE FRUITLANDS COLLECTION HAS OVER 9,000 OBJECTS, 570 PAINTINGS, MORE THAN 30 LINEAR FEET OF ARCHIVES, AND OVER 2,000 BOOKS. 773222 1 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 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 42 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 2 0 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 MA X SARAH HUDSON 9783381158 200 HIGH STREET 4TH FLOOR BOSTON MA 02110 BERYL JOLLY CLERK/VP OF CULTURAL PROPERTIES 10.00 30.00 X X 0 193499 14749 BRIAN THERRIEN PRESIDENT AND TREASURER 1.00 39.00 X X 0 301340 5654 MICHAEL BUSACK DIRECTOR 20.00 20.00 X 0 135347 20395 0 630186 40798 0 0 1 0 0 8823 4266 13089 ADMISSIONS INCOME 711190 167156 167156 RESERVATION RECEIPTS 711190 32036 32036 199192 71492 71492 327742 122434 205308 205308 155500 49808 77706 53882 23824 23824 512905 378516 49808 71492 X 147021 132319 7351 7351 255633 230069 12782 12782 14862 13376 743 743 66688 60020 3334 3334 38892 35002 1945 1945 4530 4530 96354 96354 484 484 2953 2657 148 148 4518 4066 226 226 97839 88055 4892 4892 12955 12955 65 65 420 420 37729 37729 PROPERTY STEWARDSHIP 54148 54148 SUPPLIES 20041 20041 EQUIPMENT RENTAL 16432 6346 5043 5043 PRINTING & PUBLICATIONS 11924 11924 4921 4921 888409 773222 78723 36464 268739 66799 14641 5540 8500 12489 3400316 2670652 767393 729664 779671 818697 17528064 20237167 19367008 21870356 109 1 14916 12049 407028 0 422053 12050 X 1528897 1742523 17416058 20115783 18944955 21858306 19367008 21870356 X -375504 3288855 X 0 1 X 1 0 X 84718 20719 20767 22097 13089 161390 292812 236017 498086 466145 432399 1925459 377530 256736 518853 488242 445488 2086849 0 0 0 2086849 8097 177 96 17844 71492 97706 8097 177 96 17844 71492 97706 28813 6443 53757 121631 49808 260452 414440 263356 572706 627717 566788 2445007 0.85350 0.87460 0.04000 0.01690 X X X X 0 17528124 3409657 619766 87896 20230119 19502251 -1372142 592123 9862 17528124 19262702 805985 541713 24723 19502251 13929993 5879442 546733 19262702 15284045 -830733 493872 29447 13929993 0.00000 1.00000 0.00000 0 1 1 3121367 2391703 729664 174911 174911 0 104038 104038 0 729664 BENEFICIAL INTEREST IN TRUST 20230119 DUE FROM THE TRUSTEES OF RESERVATIONS 7048 20237167 X 3978076 3288855 3288855 689221 -176316 -176316 512905 1064725 176316 176316 888409 0 888409 PART III, LINE 1A: THE MUSEUM FOLLOWS U.S. GAAP STANDARDS FOR COLLECTION ITEMS AS THEY MET ALL OF THE FOLLOWING CRITERIA: HELD FOR PUBLIC EXHIBITION, EDUCATION, OR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE RATHER THAN FINANCIAL GAIN; PROJECTED, KEPT UNENCUMBERED, CARED FOR, PRESERVED; AND SUBJECT TO AN ORGANIZATIONAL POLICY THAT REQUIRES THE PROCEEDS OF ITEMS THAT ARE SOLD TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. THE COLLECTIONS ARE NOT RECOGNIZED AS ASSETS ON THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS EXPENSES IN THE YEAR IN WHICH THE ITEMS ARE PURCHASED. PART III, LINE 4: FRUITLANDS IS A REGIONAL MUSEUM LOCATED 30 MILES WEST OF THE BOSTON METROPOLITAN AREA. FRUITLANDS MUSEUM WAS FOUNDED IN 1914 BY CLARA ENDICOTT SEARS TO COMMEMORATE THE INSPIRATIONAL IDEALS OF THE TRANSCENDENTALISTS, THE SHAKERS, NATIVE AMERICANS AND 19TH CENTURY ARTISTS OF NEW ENGLAND. THE FRUITLANDS FARMHOUSE IS A NATIONAL HISTORIC LANDMARK AND THE ENTIRE PROPERTY IS NATIONAL REGISTER HISTORIC DISTRICT. FRUITLANDS ATTRACTS VISITORS TO ONSITE ACTIVITIES, INCLUDING GENERAL ADMISSION, OFF-SEASON PROGRAMMING, CONCERTS, SCHOOL PROGRAMS, LECTURES, FACILITY RENTALS, AND TEA ROOM GUESTS AS WELL AS OFF-SITE OUTREACH PROGRAMS TO SCHOOLS, SENIOR CENTERS AND HISTORICAL SOCIETIES. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR PROPERTY SUPPORT, TO INSPIRE AND EDUCATE THROUGH ART, NATURE AND HISTORY AND OTHER GENERAL OPERATING EXPENSES. PART X, LINE 2: FRUITLANDS MUSEUM, INC. 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. FRUITLANDS MUSEUM, INC. 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. FRUITLANDS MUSEUM, INC. 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 2,702,055. RELEASE FROM PERPETUAL TRUST 586,800. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -122,434. COST OF GOODS SOLD -53,882. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 122,434. COST OF GOODS SOLD 53,882. 0 0 0 0 0 0 0 0 0 BRIAN THERRIEN PRESIDENT AND TREASURER 0 289424 0 10000 0 1916 0 5577 0 77 0 306994 0 0 BERYL JOLLY CLERK/VP OF CULTURAL PROPERTIES 0 191699 0 0 0 1800 0 3785 0 10964 0 208248 0 0 MICHAEL BUSACK DIRECTOR 0 129216 0 5495 0 636 0 6552 0 13843 0 155742 0 0 FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: FRUITLANDS MUSEUM, LOCATED IN HARVARD, MA, WAS FOUNDED IN 1914 BY PRESERVATIONIST, HISTORIAN, AUTHOR AND COLLECTOR CLARA ENDICOTT SEARS. SEARS WAS A DESCENDENT OF THE PEABODYS AND ENDICOTTS, WINTHROPS AND SEARS, AND HER FAMILY TREE WAS ROOTED IN BOSTON. FRUITLANDS AND HER SUMMER HOME, "THE PERGOLAS", SERVED AS IMPRESSIVE SHOWPIECES SIMILAR TO EDITH WHARTON'S THE MOUNT. TODAY, THE MUSEUM IS HOME TO FOUR COLLECTIONS RICH IN STORIES AND PERCHED ON 210 MAJESTIC ACRES OF MEADOWS AND WOODS. FRUITLANDS PROVIDES ITS THOUSANDS OF VISITORS AN OPPORTUNITY TO HIKE AND COMMUNE WITH NATURE THROUGH EXPLORATION OF ITS 2+ MILES OF WOODLAND TRAILS, LEARN ABOUT THE LIVES OF THE TRANSCENDENTALISTS THROUGH A VISIT TO THE FRUITLANDS FARM HOUSE, THE SITE OF A UTOPIAN EXPERIMENT LED BY BRONSON ALCOTT; A VISIT TO THE SHAKER MUSEUM; A STOP IN THE NATIVE AMERICAN GALLERY AND A VISIT TO THE ART GALLERY, IN OPERATION YEAR-ROUND, PRESENTING INNOVATIVE EXHIBITS, A PERMANENT EXHIBIT OF HUDSON RIVER PAINTINGS AND ART INSPIRED BY BOTH THE CONTEMPORARY ISSUES AND SUBJECTS COVERED IN OUR PERMANENT COLLECTION. FRUITLANDS IS SUPPORTED BY THE FOLLOWING CORE PRIORITIES AND CORE VALUES: COMMUNITY: FRUITLANDS IS A WELCOMING AND ACCESSIBLE PLACE WITH OPPORTUNITIES FOR PEOPLE OF ALL AGES AND ABILITIES. WE VALUE OUR COMMUNITY AND ARE EAGER TO INVITE PEOPLE TO BECOME A PART OF IT. WE ARE COLLABORATIVE, INCLUSIVE IN OUR REACH AND HONEST IN OUR COMMITMENT TO SERVING THE CHANGING NEEDS OF OUR AUDIENCES. OUR LANDSCAPE AND PROGRAMS INSPIRE AND NURTURE THE CREATIVE SPIRIT. WE UNDERSTAND THE CONNECTION OF HUMAN BEINGS TO THE LAND AND TO EACH OTHER. COLLECTIONS: THE OBJECTS AND THE STORIES THAT BRING OUR MISSION TO LIFE ARE FOUND IN OUR COLLECTIONS. WE ARE COMMITTED TO THEIR PRESERVATION, INTERPRETATION AND GROWTH WITH AN EMPHASIS ON OUR LIVING COLLECTION; THE LAND. EXCELLENCE: CONTINUOUS IMPROVEMENT DRIVES OUR EFFORTS EACH DAY. WE UNDERSTAND THE HIGHEST STANDARDS IN ALL AREAS OF THE WORK THAT WE DO AND AIM TO EXCEED THEM. SUSTAINABILITY: WE ACTIVELY WORK TO ENSURE THAT ALL OF THE MUSEUM'S RESOURCES ARE PROTECTED AND MAINTAINED TO ENSURE THEY ARE PRESERVED FOR FUTURE GENERATIONS. INNOVATION: OUR EXPERIENCES WILL EVOKE CURIOSITY IN OUR AUDIENCES AND INSPIRE POSITIVE ACTIONS IN OUR COMMUNITIES. WE WILL MAINTAIN INSTITUTIONAL CURIOSITY TO FIND SOLUTIONS AND BUILD CONNECTIONS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS THE TRUSTEES OF RESERVATIONS. THE MEMBER ELECTS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES OF RESERVATIONS, AS SOLE MEMBER OF THE CORPORATION SHALL ELECT THE BOARD OF DIRECTORS AS PROVIDED IN THE BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B SALE, LEASE OR EXCHANGE OF ALL OR SUBSTANTIALLY ALL OF THE ORGANIZATION'S PROPERTY REQUIRES THE AFFIRMATIVE VOTE OF THE MEMBER. 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 DIRECTORS 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 OF RESERVATIONS, 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 IX, LINE 11G OTHER CONTRACTS: PROGRAM SERVICE EXPENSES 11,922. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,922. CONTRACT EVENT STAFF: PROGRAM SERVICE EXPENSES 61,370. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,370. CONTRACT CURATORIAL: PROGRAM SERVICE EXPENSES 23,062. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,062. FORM 990, PART XI, LINE 9: RELEASE FROM PERPETUAL TRUST 586,800. CHANGE IN BENEFICAL INTEREST 2,702,055. 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 DECORDOVA AND DANA MUSEUM & PARK 51 SANDY POND ROAD LINCOLN MA 01773 042067315 ART & CULTURAL 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 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0