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PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN (EIN 04-1641320)
Tax period
2019-04-01 to 2020-03-31
Filed
2021-02-15
IRS object ID
202130469349300023
Schema version
2019v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-02-15T09:09:37-06:00ReturnTs
Tax Period End2020-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042680237PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MORGAN & MORGAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1175 DERBY STREET - SUITE 40AddressLine1Txt
CityHINGHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02043ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN041641320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PROPRIETORS OF THE CEMETERYBusinessNameLine1Txt
Business Name Line2OF MOUNT AUBURNBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPROPBusinessNameControlTxt
Phone6175477105PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1580 MOUNT AUBURN STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP021385517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID P BARNETTPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone6175477105PhoneNum
Signature2021-02-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY MACLELLAN CPAPFSPreparerPersonNm
PTINP00083175PTIN
Phone7817490050PhoneNum
Preparation2021-01-29PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID P BARNETTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1580 MOUNT AUBURN STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP021385517ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$49,609,842GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.MOUNTAUBURN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1831FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionGARDEN CEMETERYActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee102TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,023,304PYContributionsGrantsAmt
CY Contributions Grants$727,870CYContributionsGrantsAmt
PY Program Service Revenue$2,171,393PYProgramServiceRevenueAmt
CY Program Service Revenue$3,041,950CYProgramServiceRevenueAmt
PY Investment Income$9,869,693PYInvestmentIncomeAmt
CY Investment Income$7,317,993CYInvestmentIncomeAmt
PY Other Revenue$2,535,875PYOtherRevenueAmt
CY Other Revenue$3,696,315CYOtherRevenueAmt
PY Total Revenue$15,600,265PYTotalRevenueAmt
CY Total Revenue$14,784,128CYTotalRevenueAmt
PY Grants And Similar Paid$2,100PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,800CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,567,356PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,146,378CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,838,673PYOtherExpensesAmt
CY Other Expenses$5,024,703CYOtherExpensesAmt
PY Total Expenses$11,408,129PYTotalExpensesAmt
CY Total Expenses$12,173,881CYTotalExpensesAmt
PY Revenues Less Expenses$4,192,136PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,610,247CYRevenuesLessExpensesAmt
Total Assets BOY$237,061,531TotalAssetsBOYAmt
Total Assets EOY$221,691,873TotalAssetsEOYAmt
Total Liabilities BOY$25,838,514TotalLiabilitiesBOYAmt
Total Liabilities EOY$28,085,735TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$211,223,017NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$193,606,138NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionREFLECTING THE 1831 VISION OF ITS FOUNDERS, MOUNT AUBURN COMMEMORATES THE DEAD IN A LANDSCAPE OF EXCEPTIONAL BEAUTY AND TRANQUILITY; PROVIDING COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLE; PROTECTS AND IMPROVES ITS HISTORIC LANDSCAPE, MONUMENTS, ARCHITECTURE, HORTICULTURE AND NATURAL RESOURCES, AND; PROVIDES COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS IN SO FAR AS SUCH SERVICES ARE CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescCOMMEMORATE THE DEAD IN SURROUNDINGS OF EXCEPTIONAL BEAUTY AND TRANQUILITY THAT PROVIDE COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLEDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPROTECT AND IMPROVE MOUNT AUBURN AS AN HISTORIC GARDEN CEMETERY, PRESERVING ITS MONUMENTS AND ARCHITECTURE WHILE ENHANCING ITS HORTICULTURE AND NATURAL RESOURCESDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescPROVIDE COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURNDesc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document84IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee102EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID P BARNETTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6175477105PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1580 MOUNT AUBURN STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
BARNETT DAVID P
PRESIDENT/CEO/TRUSTEE38.501.50Yes (X)Yes (X)$320,765$0$46,139
ANDERSON ELIZA S
TRUSTEE/CHAIR0.910.03Yes (X)$0$0$0
COOPER THOMAS C
TRUSTEE/CHAIR0.88Yes (X)$0$0$0
HUNNEWELL JR JAMES F
TRUSTEE/CHAIR0.83Yes (X)$0$0$0
JACOBY PATRICIA B
TRUSTEE/CHAIR1.530.04Yes (X)$0$0$0
LEVITT JAMES N
TRUSTEE/COMMITTEE MEMBER0.38Yes (X)$0$0$0
MCDONNELL SEAN
TRUSTEE/TREASURER/CHAIR1.140.04Yes (X)$0$0$0
MORTIMER CAROLINE V
TRUSTEE/CHAIR0.750.03Yes (X)$0$0$0
NASH LAURA
TRUSTEE/CHAIR0.64Yes (X)$0$0$0
REECE FRANK
TRUSTEE/CHAIR0.71Yes (X)$0$0$0
PEETZ-LARSEN NIELS
TRUSTEE/CHAIR0.630.04Yes (X)$0$0$0
AIRASIAN BOB
TRUSTEE/CHAIR0.57Yes (X)$0$0$0
COOLIDGE LINDSAY LEARD
TRUSTEE/COMMITTEE MEMBER0.360.04Yes (X)$0$0$0
HARA DEAN
TRUSTEE/CHAIR1.120.01Yes (X)$0$0$0
KUENSTNER PAUL
TRUSTEE0.46Yes (X)$0$0$0
LAIRD PHILIP
TRUSTEE/SECRETARY/CHAIR0.50Yes (X)$0$0$0
MEAD SUSAN
TRUSTEE/CHAIR0.54Yes (X)$0$0$0
MORRIS TONY
TRUSTEE0.23Yes (X)$0$0$0
PEISER RICK
TRUSTEE0.27Yes (X)$0$0$0
ALDRICH MARY LEE
TRUSTEE0.25Yes (X)$0$0$0
ROOSEVELT ANN C
TRUSTEE0.42Yes (X)$0$0$0
STRAUS DAVID A
TRUSTEE0.38Yes (X)$0$0$0
ZOFNASS PAUL
TRUSTEE0.25Yes (X)$0$0$0
ALBANO MICHAEL A
EXECUTIVE VICE PRESIDENT/C38.501.50Yes (X)$206,730$0$44,177
HARVEY BREE D
VP OF CEMETERY & VISITOR S36.903.10Yes (X)$117,597$0$33,653
FRASER CHARLES A
VP OF PRESERVATION & FACIL39.200.80Yes (X)$121,387$0$34,181
WALKER PAUL
SUPERINTENDENT OF GROUNDS40.00$105,129$0$20,825Yes (X)
WINSLOW MARGARET L
CURATOR OF HISTORICAL COLLECTIONS & ARCHIVES39.200.80$103,441$0$8,066Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$975,049TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$187,041TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PHOENIX BAY STATE CONSTRUCTION
79 SHIRLEY STBOSTONMA02119CONSTRUCTION$2,850,871
SHAWMUT DESIGN AND CONSTRUCTION
560 HARRISON AVEBOSTONMA02118CONSTRUCTION$1,053,623
R P MARZILLI
21A TROTTER DRMEDWAYMA02053CONSTRUCTION$853,899
AXIOM BUSINESS SYSTEMS PTY
1908 N 203RD ST STE 5ELKHORNNE68022IT CONSULTANT$256,188
THE HARTFORD
PO BOX 660916DALLASTX752660916INSURANCE$228,762
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Related Organizations$713,519RelatedOrganizationsAmt
All Other Contributions$14,351AllOtherContributionsAmt
Total Contributions$727,870TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCEMETERY PROGRAMSDesc
Business900099BusinessCd
Total Revenue Column$3,041,950TotalRevenueColumnAmt
Related Or Exempt Func Income$3,041,950RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$3,041,950TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,006,191TotalRevenueColumnAmt
Exclusion$3,006,191ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$257,445RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$257,445RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$257,445TotalRevenueColumnAmt
Related Or Exempt Func Income$257,445RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$37,756,998SecuritiesAmt
Other$20,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$33,465,196SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,291,802SecuritiesAmt
Other$20,000OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,311,802TotalRevenueColumnAmt
Related Or Exempt Func Income$20,000RelatedOrExemptFuncIncomeAmt
Exclusion$4,291,802ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$4,771,692GrossSalesOfInventoryAmt
Cost Of Goods Sold$1,360,518CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,411,174TotalRevenueColumnAmt
Related Or Exempt Func Income$3,411,174RelatedOrExemptFuncIncomeAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,696TotalRevenueColumnAmt
Related Or Exempt Func Income$27,696RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$27,696OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,784,128TotalRevenueColumnAmt
Related Or Exempt Func Income$6,758,265RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,297,993ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,800TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,172,258TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,987,445TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$815,122TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$648,630TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$522,923TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$13,799TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$40,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$291,727TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$539,582TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$47,517TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$451,516TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$104,251TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$508,748TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$23,771TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$69,276TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$736,331TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,425,490TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
MAJOR EXPENSES$644,323
OTHER EXPENSES$80,296
PLANTS$48,076

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,173,881TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,553,259BOYAmt
EOY$2,572,504EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,122,285BOYAmt
EOY$2,149,384EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$3,598,734BOYAmt
EOY$3,863,978EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$325,366BOYAmt
EOY$648,167EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$58,037,340LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,744,255LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$40,447,990BOYAmt
EOY$43,293,085EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$187,013,657BOYAmt
EOY$168,405,785EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$240BOYAmt
EOY$758,970EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$237,061,531BOYAmt
EOY$221,691,873EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,318,955BOYAmt
EOY$1,234,941EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$57,572BOYAmt
EOY$59,705EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$18,377,053BOYAmt
EOY$19,768,329EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,084,934BOYAmt
EOY$7,022,760EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,838,514BOYAmt
EOY$28,085,735EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$211,223,017BOYAmt
EOY$193,606,138EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$211,223,017BOYAmt
EOY$193,606,138EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$237,061,531BOYAmt
EOY$221,691,873EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,610,247ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$18,297,534NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,929,592OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$187,013,657BeginningYearBalanceAmt
Investment Earnings Or Losses-$11,291,267InvestmentEarningsOrLossesAmt
Administrative Expenses$7,316,605AdministrativeExpensesAmt
End Year Balance$168,405,785EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$186,996,062BeginningYearBalanceAmt
Investment Earnings Or Losses$6,300,720InvestmentEarningsOrLossesAmt
Administrative Expenses$6,283,125AdministrativeExpensesAmt
End Year Balance$187,013,657EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$174,155,607BeginningYearBalanceAmt
Investment Earnings Or Losses$19,529,938InvestmentEarningsOrLossesAmt
Administrative Expenses$6,689,483AdministrativeExpensesAmt
End Year Balance$186,996,062EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$162,038,153BeginningYearBalanceAmt
Investment Earnings Or Losses$16,902,574InvestmentEarningsOrLossesAmt
Administrative Expenses$4,785,120AdministrativeExpensesAmt
End Year Balance$174,155,607EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$168,438,661BeginningYearBalanceAmt
Investment Earnings Or Losses-$2,035,387InvestmentEarningsOrLossesAmt
Administrative Expenses$4,365,121AdministrativeExpensesAmt
End Year Balance$162,038,153EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.82000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.18000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,051,767OtherCostOrOtherBasisAmt
Book Value$12,051,767BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$34,217,702OtherCostOrOtherBasisAmt
Depreciation$11,338,278DepreciationAmt
Book Value$22,879,424BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,808,840OtherCostOrOtherBasisAmt
Depreciation$2,573,986DepreciationAmt
Book Value$1,234,854BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,959,031OtherCostOrOtherBasisAmt
Depreciation$831,991DepreciationAmt
Book Value$7,127,040BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$43,293,085TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPENSION LIABILITYDesc
Amt$7,022,760Amt
FieldValueIRS element (for citing)
Total Liability$7,022,760TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE CEMETERY IS REQUIRED TO ASSESS UNCERTAIN TAX POSITIONS AND HAS DETERMINED THAT THERE WERE NO SUCH POSITIONS THAT ARE MATERIAL TO THE 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 2018, 2017, AND 2016.
PART XI, LINE 2D - OTHER ADJUSTMENTSCHANGE IN PENSION LIABILITY -1,929,592

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BARNETT DAVID P
PRESIDENT/CEO/TRUSTEE$277,657$0$43,108$0$0$0$32,137$0$14,002$0$366,904$0$0$0
ALBANO MICHAEL A
EXECUTIVE VICE PRESIDENT/C$179,355$0$27,375$0$0$0$22,308$0$21,869$0$250,907$0$0$0
HARVEY BREE D
VP OF CEMETERY & VISITOR S$117,597$0$0$0$0$0$12,113$0$21,540$0$151,250$0$0$0
FRASER CHARLES A
VP OF PRESERVATION & FACIL$121,387$0$0$0$0$0$12,622$0$21,559$0$155,568$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE BOARD OF TRUSTEES MAKE RECOMMENDATIONS TO THE PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN FOR THE ELECTION OF ANY TRUSTEES AND FOR ANY BY-LAW CHANGES.
FORM 990, PART VI, SECTION B, LINE 11BA 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 12CCONFLICT OF INTEREST DISCLOSURE FORMS ARE REQUIRED ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15ATHE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT POSITIONS IS DONE BY INDEPENDENT REVIEW.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND THE FORM 990 AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A, COLUMN BSEVERAL OF THE TRUSTEES OF MOUNT AUBURN CEMETERY ARE TRUSTEES OF THE FRIENDS OF MOUNT AUBURN CEMETERY. EACH OF THESE TRUSTEES WORKS LESS THAN ONE HOUR PER WEEK ON THE BUSINESS OF THIS RELATED ORGANIZATION.
FORM 990, PART XI, LINE 9:CHANGE IN PENSION LIABILITY -1,929,592.
FORM 990, PART XII, LINE 2CTHE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE COMMITTEE'S PROCESS OF OVERSEEING AND SELECTING HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1FRIENDS OF MOUNT AUBURN CEMETERYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1580 MOUNT AUBURN STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
EIN223084639EIN
Primary ActivitiesCEMETERY FUNDRAISING AND AWARENESSPrimaryActivitiesTxt
Legal Domicile StateMALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
FRIENDS OF MOUNT AUBURN CEMETERY
C$713,519
FRIENDS OF MOUNT AUBURN CEMETERY
L$453,689