2021-05-13T16:15:45-05:00 2020-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2019-07-01 042104334 ISABELLA STEWART GARDNER MUSEUM INC ISAB 6175661401 25 EVANS WAY BOSTON MA 02115 CLIFFORD RUST CHIEF FINAN. & ADMIN. OFFICER 6175661401 2021-05-11 1 CRAIG KLEIN P00734640 6177610600 2021-05-11 2019 2022-09-23 18:48:47Z PEGGY FOGELMAN 25 EVANS WAY BOSTON MA 02115 28715437 0 X WWW.GARDNERMUSEUM.ORG X 1936 MA SEE SCHEDULE O. 26 25 253 79 -51992 -117930 14694119 22938569 3240137 2225271 3983030 2278670 1120946 727203 23038232 28169713 0 0 0 0 9464885 10243814 0 0 1954160 14358845 13177676 23823730 23421490 -785498 4748223 299436356 300537225 27108249 24267693 272328107 276269532 X SEE SCHEDULE O. 0 0 12446949 1904020 COLLECTION AND CONSERVATION - DISTINGUISHED AMONG OTHER GREAT MUSEUMS FOR ITS INSTALLATION, THE GARDNER MUSEUM CAN BE REGARDED AS A WORK OF ART IN TOTALITY, AS WELL AS A COLLECTION OF APPROXIMATELY 20,000 OBJECTS, INCLUDING ARCHIVAL ITEMS, SPANNING 30 CENTURIES. ISABELLA STEWART GARDNER BEQUEATHED THIS REMARKABLE COLLECTION AND HISTORIC BUILDING AS A RESOURCE "FOR THE EDUCATION AND ENJOYMENT OF THE PUBLIC FOREVER." ON CONTINUAL DISPLAY, THE ONGOING CONSERVATION OF THE COLLECTION EMPLOYS CUTTING EDGE SCIENTIFIC METHODS AND NEW PRACTICES TO PRESERVE, PROTECT, AND SAFEGUARD THESE WORKS FOR POSTERITY. SPECIAL EXHIBITIONS, PUBLICATIONS, AND PRESENTATIONS EXAMINE THE MUSEUM'S PERMANENT COLLECTION AND ITS CONTEXT IN GARDNER'S TIME IN ORDER TO ENCOURAGE NEW WAYS OF THINKING ABOUT ART AND CULTURE. 1892692 413569 MUSIC - MUSIC WAS A CENTRAL PART OF ISABELLA STEWART GARDNER'S ARTISTIC CREDO, AND INTEGRAL TO HER VISION OF THE MUSIC FROM THE DAY IT OPENED IN 1903 WITH A CONCERT BY THE BOSTON SYMPHONY ORCHESTRA. HER VISIONARY MUSICAL LEGACY CONTINUES WITH THE COUNTRY'S OLDEST MUSEUM-BASED CONCERT SERIES, WHICH FEATURES WORLD-RENOWNED MUSICIANS AND OUTSTANDING, EMERGING ARTISTS. THE MUSEUM'S SUNDAY CONCERT SERIES PRESENTS APPROXIMATELY 35 CONCERTS ANNUALLY, EMBRACING OLD MUSIC, CLASSIC REPERTOIRE, AND WORLD PREMIERES. PERFORMERS INCLUDE RENOWNED ENSEMBLES AND INSTRUMENTAL AND VOCAL SOLOISTS FROM BOSTON AND AROUND THE GLOBE. OTHER SERIES FEATURE EXCITING MIXES OF CONTEMPORARY MUSIC, HIP HOP AND PERFORMANCE ART. 1869561 345646 EDUCATION AND PUBLIC PROGRAMS - THE GARDNER'S EDUCATION DEPARTMENT IS KNOWN FOR A COMMITMENT TO EXCELLENCE IN TEACHING AT ALL LEVELS, FROM CHILDREN TO ADULTS. IN ADDITION TO HIGH-QUALITY PROFESSIONAL DEVELOPMENT FOR TEACHERS AND DOCENTS, THE MUSEUM CONDUCTS THOUGHTFUL RESEARCH THAT BRINGS NEW KNOWLEDGE TO THE MUSEUM EDUCATION FIELD. THE MUSEUM'S EDUCATION INITIATIVES HAVE REGULARLY ATTRACTED NATIONAL ATTENTION. A SUCCESSFUL EVENING PROGRAM FOR YOUNG ADULTS HAS BECOME A MODEL FOR MUSEUMS AROUND THE COUNTRY IN ENGAGING YOUNG AUDIENCES. THINKING THROUGH ART K-12 PROGRAM, KNOWN FOR ITS EXEMPLARY MULTIPLE VISIT APPROACH, HAS PRODUCED RESEARCH ON HOW STUDENTS LEARN THROUGH IN-DEPTH EXPERIENCES WITH ART. A THREE-YEAR RESEARCH PROJECT, CONDUCTED BY EDUCATION STAFF, AND FUNDED BY THE U.S. DEPARTMENT OF EDUCATION, FURTHER DEMONSTRATED HOW ART DISCUSSION HELPED BOSTON STUDENTS DEVELOP SIGNIFICANTLY MORE CRITICAL THINKING SKILLS THAN STUDENTS IN CONTROL SCHOOLS WITHOUT THE PROGRAM. 1289783 196906 LANDSCAPE & HORTICULTURE - BY SITUATING THE MUSEUM ON THE BACK BAY FENS, MRS. GARDNER CONTRIBUTED TO A CONCEPTION OF THE CITY AS ENABLED, INFORMED, AND ENHANCED BY LANDSCAPE. TO THIS DAY, THE MUSEUM ASPIRES TO BE A PREEMINENT CULTURAL VENUE FOR LANDSCAPE AND ITS ROLE IN CONTEMPORARY URBANISM. ENGAGING NEW AUDIENCES FROM DESIGN CULTURES, ARTS, AND THE ENVIRONMENT, THE LANDSCAPE PROGRAM OFFERS AN ANNUAL LECTURE SERIES, LANDSCAPE EXHIBITIONS, ONSITE INSTALLATIONS, AND AN ANNUAL FELLOWSHIP FOR EMERGING PRACTITIONERS. THE MUSEUM ALSO SUPPORTS EXTENSIVE HORTICULTURE PROGRAMS, WITH EIGHT SEASONAL PLANT INSTALLATIONS IN ITS ICONIC COURTYARD. THE MONK'S GARDEN AND HORTICULTURE WORKSHOPS AND OTHER PROGRAMMING FURTHER BRING THE ART OF HORTICULTURE TO LIFE AS PART OF THE MUSEUM EXPERIENCE. 1167397 188480 CONTEMPORARY ART - CONTEMPORARY PROGRAMS AT THE GARDNER MUSEUM CREATE A DYNAMIC CONNECTION BETWEEN LIVING ARTISTS, THE COLLECTION, AND VISITORS. THE PROGRAM CELEBRATES THE FOUNDER'S LEGACY OF SUPPORTING ARTISTS AND PROVIDES A PLACE FOR THE PUBLIC TO CONNECT WITH THE INTELLECTUAL, ARTISTIC, AND SOCIAL LIVES OF SOME OF TODAY'S INNOVATIVE AND CREATIVE MINDS. ARTISTS WHO HAVE PARTICIPATED IN THE GARDNER'S UNIQUE ARTIST-IN-RESIDENCE (AIR) OFTEN RETURN MULTIPLE TIMES TO FIND INSPIRATION AND ENJOY THE GIFT OF TIME AND SPACE TO WORK. THEY PROVIDE NEW PERSPECTIVES ON THE HISTORIC COLLECTION, THE ARCHIVES, AND FENWAY COURT THROUGH EXHIBITIONS AND SPECIAL PROJECTS PRESENTED AT THE MUSEUM. 2457180 385386 18666382 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 231 0 1 253 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MATTHEW TERRILL 6172785110 25 EVANS WAY BOSTON MA 02115 STEPHEN W KIDDER PRESIDENT, BOARD OF TRUSTEES 4.00 X X 0 0 0 GWILL YORK TREASURER, BOARD OF TRUSTEES 3.00 X X 0 0 0 ANITA BEKENSTEIN SECRETARY, BOARD OF TRUSTEES 2.00 X X 0 0 0 AMY ABRAMS TRUSTEE 1.00 X 0 0 0 ALLISON ACHTMEYER TRUSTEE 1.00 X 0 0 0 TAYLOR BODMAN TRUSTEE 1.00 X 0 0 0 LINDA N CABOT TRUSTEE 1.00 X 0 0 0 REBECCA GARDNER CAMPBELL TRUSTEE 1.00 X 0 0 0 JAMES E CANALES TRUSTEE 3.00 X 0 0 0 KATE CHERTAVIAN TRUSTEE 1.00 X 0 0 0 BRIAN CHU TRUSTEE 3.00 X 0 0 0 ROANN COSTIN TRUSTEE 1.00 X 0 0 0 BRIT D'ARBELOFF TRUSTEE 1.00 X 0 0 0 FREDERICK S DOWNS JR TRUSTEE (THRU 12/19) 1.00 X 0 0 0 MELISSA FETTER TRUSTEE 1.00 X 0 0 0 WILLIAMS C FLETCHER TRUSTEE 1.00 X 0 0 0 BENJAMIN GOMEZ TRUSTEE 1.00 X 0 0 0 THOMAS M HAGERTY TRUSTEE 1.00 X 0 0 0 PAULA A JOHNSON TRUSTEE 1.00 X 0 0 0 JOSEPH KOERNER TRUSTEE 1.00 X 0 0 0 YUCHUN LEE TRUSTEE 1.00 X 0 0 0 RICHARD LIM TRUSTEE 1.00 X 0 0 0 MAUREEN RUETTGERS TRUSTEE 1.00 X 0 0 0 KATHERINE CHAPMAN STEMBERG TRUSTEE 1.00 X 0 0 0 HOWARD S STEVENSON TRUSTEE 3.00 X 0 0 0 REV DR GLORIA WHITE-HAMMOND TRUSTEE 1.00 X 0 0 0 PEGGY FOGELMAN NORMA JEAN CALDERWOOD DIRECTOR 40.00 X X 469654 0 17550 CLIFFORD RUST CHIEF FINAN. & ADMIN. OFFICER 40.00 X 199607 0 13969 LAUREN BUDDING THRU 220 CHIEF EXTERNAL ENGAGEMENT OFFICER 40.00 X 219665 0 24587 ANTHONY AMORE DIRECTOR OF SECURITY 40.00 X 149501 0 10870 MICHAEL HOLLAND DIRECTOR OF FACILITIES & CAP. PROJ. 40.00 X 140494 0 23414 GEORGE STEEL ABRAMS CURATOR OF MUSIC 40.00 X 185467 0 24749 KIMBERLY THOMPSON PANAY DIRECTOR OF MARKETING (THRU 2/20) 40.00 X 156510 0 0 1520898 0 115139 12 0 1 0 ACRANOM MASONRY INC 80 INDUSTRIAL PARK ACCESS RD MIDDLEFIELD CT 06455 MASONRY CONTRACTOR 318747 TESSITURA NETWORK INC 11700 PRESTON RD DALLAS TX 75230 ENTERPRISE SYSTEM 238309 CAMBRIDGE ASSOCIATES LLC PO BOX 83232 CHICAGO IL 60691 INVESTMENT MANAGEMENT 206559 PRELLE INC 43 E 10TH ST B NEW YORK NY 10003 INTERIOR DESIGN 168249 GILBERT & BECKER CO INC 24 CLAPP ST DORCHESTER MA 02125 ROOFING CONTRACTOR 157500 14 686358 1517571 1718000 19016640 1953453 22938569 ADMISSIONS/TOURS/LECTURES 900099 2225271 2225271 2225271 1618493 -51992 1670485 382238 157836 224402 224402 291809 -67407 660177 0 660177 660177 660177 0 1517571 28740 -28740 -28740 890689 359148 531541 531541 28169713 3048621 -51992 2234515 2194748 1157646 794441 242661 6435678 5529980 77197 828501 229361 178902 22936 27523 784374 611812 78437 94125 599653 467730 59965 71958 2500 1950 250 300 69391 54125 6939 8327 275473 213491 27823 34159 2073479 1033674 974481 65324 267841 267841 11526 8990 1153 1383 35549 27728 3555 4266 926005 870445 18520 37040 210584 196928 10577 3079 367136 345108 7343 14685 5609509 5272939 112190 224380 269941 210554 26994 32393 HONORARIA 753706 747967 0 5739 EQUIPMENT RENTAL/MAINT. 502465 142851 359614 0 PRINTING & PUBLICATIONS 479314 369814 50770 58730 POSTAGE AND SHIPPING 332908 234528 22164 76216 990349 721379 145599 123371 23421490 18666382 2800948 1954160 8824090 11859170 4424656 4980696 74898 5449932 384536 386091 307047 326033 143600477 60539011 87670961 83061466 31165228 20374101 161175525 167405169 5409415 6694567 299436356 300537225 1124824 977587 813193 487809 25170232 22802297 27108249 24267693 X 73778069 71484387 198550038 204785145 272328107 276269532 299436356 300537225 4748223 -806798 0 X 0 1 X 1 0 X 13008298 9720216 10816537 13839312 22252211 69636574 13008298 9720216 10816537 13839312 22252211 69636574 16413650 53222924 1667181 1481082 1560823 2116883 1760914 8586883 174730 35406 155902 0 0 366038 81900 87300 87000 87300 343500 78932995 21712831 0.67430 0.66480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4482944 X X X X 0 171931618 6834031 1178789 8336072 171608366 172068115 3033730 4030466 8200693 171931618 167984883 2347655 9787670 8052093 172068115 156554021 1672643 17603968 7845749 167984883 164844354 3516888 -4507114 7300107 156554021 0.07520 0.92480 0.00000 0 1 1 181544 181544 122252601 46409861 75842740 17140796 14129150 3011646 4025536 4025536 83061466 MARKETABLE ALTERNATIVES 105568352 F NON-MARKETABLE ASSETS 2553 F EQUITIES 61834264 F 167405169 X 27633166 -806798 545724 -261074 27894240 275473 275473 28169713 23691741 545724 545724 23146017 275473 275473 23421490 PART III, LINE 4: THE ISABELLA STEWART GARDNER MUSEUM DISPLAYS AN ART COLLECTION OF WORLD IMPORTANCE, INCLUDING WORKS THAT RANK AMONG THE MOST SIGNIFICANT OF THEIR TYPE. ISABELLA GARDNER COLLECTED AND CAREFULLY DISPLAYED A COLLECTION COMPRISED OF APPROXIMATELY 20,000 OBJECTS, INCLUDING ARCHIVAL ITEMS -- PAINTINGS, SCULPTURE, FURNITURE, TEXTILES, DRAWINGS, SILVER, CERAMICS, ILLUMINATED MANUSCRIPTS, RARE BOOKS, PHOTOGRAPHS AND LETTERS -- FROM ANCIENT ROME, MEDIEVAL EUROPE, RENAISSANCE ITALY, ASIA, THE ISLAMIC WORLD AND 19TH-CENTURY FRANCE AND AMERICA. BUILT TO EVOKE A 15TH-CENTURY VENETIAN PALACE, THE MUSEUM BUILDING ITSELF PROVIDES AN ATMOSPHERIC SETTING FOR ISABELLA STEWART GARDNER'S INVENTIVE CREATION. HISTORICAL AND SCHOLARLY ENDEAVORS AT THE ISABELLA STEWART GARDNER MUSEUM EXPLORE THE MUSEUM'S PERMANENT COLLECTION AND THE CONTEXT OF ISABELLA GARDNER'S TIME IN ORDER TO ENCOURAGE NEW WAYS OF THINKING ABOUT ART AND CULTURE. EXHIBITIONS EXAMINE HISTORICAL AND SOCIAL PERSPECTIVES OF WORKS OF ART, RESULTING IN AN ENRICHING EXPERIENCE FOR VISITORS TO THE MUSEUM. THE COLLECTION IS ALSO A SOURCE OF INSPIRATION FOR EDUCATORS, THINKERS, AND CONTEMPORARY ARTISTS, AND SERVES AS THE FOCUS TO PROGRAMS AS WELL AS EDUCATIONAL AND COMMUNITY INITIATIVES. PART V, LINE 4: THE ENDOWMENTS WERE FUNDED BY DONORS AND BY THE MUSEUM'S BOARD TO PROVIDE FINANCIAL SUPPORT FOR SPECIFIC PROGRAMS AND TO ENSURE THE LONG-TERM VIABILITY OF THE MUSEUM AND ITS MISSION. PART X, LINE 2: THE MUSEUM IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES ON RELATED INCOME. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THE FINANCIAL STATEMENTS. THE MUSEUM HAS DETERMINED THAT ITS STATUS AS A TAX EXEMPT ENTITY AND ITS DETERMINATIONS AS TO ITS INCOME BEING RELATED AND UNRELATED ARE NOT UNCERTAIN TAX POSITIONS WITHIN THE MEANING OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR ITS OPEN TAX YEARS. THE MUSEUM'S FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: CAFE RENTAL EXPENSES 157,836. MUSEUM SHOP COST OF GOODS SOLD 359,148. FUNDRAISING EVENT EXPENSES 28,740. PART XII, LINE 2D - OTHER ADJUSTMENTS: CAFE RENTAL EXPENSES 157,836. MUSEUM SHOP COST OF GOODS SOLD 359,148. FUNDRAISING EVENT EXPENSES 28,740. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTING 71780884 0 0 0 0 0 0 71780884 0 71780884 1 0 1 1 1 0 PART III ACCOUNTING METHOD: SPRING GALA - CONCERT 1517571 1517571 28740 1517571 1517571 28740 28740 -28740 X X X X X X 0 0 0 0 0 0 0 1 0 PEGGY FOGELMAN NORMA JEAN CALDERWOOD DIRECTOR 459912 0 0 0 9742 0 11275 0 6275 0 487204 0 0 0 CLIFFORD RUST CHIEF FINAN. & ADMIN. OFFICER 199607 0 0 0 0 0 6008 0 7961 0 213576 0 0 0 LAUREN BUDDING THRU 220 CHIEF EXTERNAL ENGAGEMENT OFFICER 219665 0 0 0 0 0 6742 0 17845 0 244252 0 0 0 ANTHONY AMORE DIRECTOR OF SECURITY 142001 0 7500 0 0 0 3772 0 7098 0 160371 0 0 0 MICHAEL HOLLAND DIRECTOR OF FACILITIES & CAP. PROJ. 140494 0 0 0 0 0 4409 0 19005 0 163908 0 0 0 GEORGE STEEL ABRAMS CURATOR OF MUSIC 147932 0 0 0 37535 0 4297 0 20452 0 210216 0 0 0 KIMBERLY THOMPSON PANAY DIRECTOR OF MARKETING (THRU 2/20) 156510 0 0 0 0 0 0 0 0 0 156510 0 0 0 PART I, LINE 7 THE BONUS, IF ANY, AWARDED TO THE NORMA JEAN CALDERWOOD DIRECTOR IS RECOMMENDED BY THE COMPENSATION COMMITTEE BUT DETERMINED BY THE BOARD. BONUSES FOR OTHERS ARE DETERMINED BY THE NORMA JEAN CALDERWOOD DIRECTOR AND THE COMPENSATION COMMITTEE OF THE BOARD. A MASSACHUSETTS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2016-05-03 26675000 PARTIAL REFINANCING OF 2009 ISSUE 0 0 0 A 26675000 179293 26495707 2016 0 1 1 1 A 0 0 1 1 0 0.00340 0.00340 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 X 19 1953453 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNTS IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 1: ORGANIZATION'S MISSION STATEMENT TRUE TO THE AMBITIOUS VISION OF ITS FOUNDER AND HER SPIRIT OF CREATIVE RISK-TAKING, THE MISSION OF THE ISABELLA STEWART GARDNER MUSEUM IS: - TO BRING TO LIFE AND PRESERVE THE RICH HISTORIC COLLECTION; - TO CULTIVATE TALENT IN THE PURSUIT OF KNOWLEDGE AND ACTS OF CREATION IN THE ARTS AND HUMANITIES; - TO SUPPORT ARTISTS, LANDSCAPE ARCHITECTS, MUSICIANS, SCHOLARS AND STUDENTS; AND - TO ENGAGE LOCAL AND GLOBAL AUDIENCES IN A SANCTUARY OF BEAUTY AND THE ARTS WHERE DEEPLY PERSONAL AND COMMUNAL ADVENTURES UNFOLD. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES REVIEWED AND APPROVED FORM 990 PRIOR TO FILING. ALL TRUSTEES WERE GIVEN ACCESS TO A SECURE WEBSITE ON WHICH A COMPLETE COPY OF FORM 990 WAS AVAILABLE FOR REVIEW (SCHEDULE B, PART I WAS MADE AVAILABLE UPON REQUEST) PRIOR TO FILING. THE MUSEUM EMAILED ALL OF ITS GOVERNING BODY MEMBERS A LINK TO THE PASSWORD-PROTECTED WEBSITE, NOTING WITHIN THE EMAIL THAT THE FORM 990 WAS AVAILABLE FOR REVIEW ON THAT SITE. FORM 990, PART VI, SECTION B, LINE 12C THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES COLLECTS AND REVIEWS ANNUAL CONFLICT DISCLOSURE REPORTS FROM ALL TRUSTEES, OFFICERS AND KEY EMPLOYEES. TRUSTEES AND THEIR FAMILIES MAY NOT SERVE AS PAID EMPLOYEES OF THE MUSEUM UNLESS APPROVED IN ADVANCE BY THE BOARD. TRUSTEES, OFFICERS AND KEY EMPLOYEES MUST ABSTAIN FROM DISCUSSIONS AND VOTES ON ANY ACTION WHERE THEY HAVE ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES SETS COMPENSATION FOR THE DIRECTOR BASED ON THE RECOMMENDATION OF THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION COMMITTEE OF THE BOARD SETS COMPENSATION FOR OTHER KEY EMPLOYEES BASED ON THE RECOMMENDATION OF THE DIRECTOR. FOR EACH POSITION, THE COMMITTEE USES DATA BASED ON INDUSTRY SURVEYS, DOCUMENTED COMPENSATION FROM OTHER SIMILAR ORGANIZATIONS, EXPERT COMPENSATION STUDIES OR OTHER COMPARABILITY BASED DATA. COMPENSATION IS SET BY INDEPENDENT PERSONS AND DOCUMENTED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE MUSEUM WILL CONSIDER REQUESTS FOR COPIES OF GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY. ADDITIONALLY, THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. CHARITABLE REMAINDER TRUST CHARITABLE TRUST MA N/A T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NA