2025-02-17T09:56:11-06:00 2024-03-31 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2023-04-01 041641320 PROPRIETORS OF MOUNT AUBURN CEMETERY PROP 6176071924 580 MOUNT AUBURN STREET CAMBRIDGE MA 021385517 MATTHEW STEPHENS PRESIDENT & CEO 6176071924 2025-02-14 1 1 AMANDA ADAMS P00748038 7813562000 2025-02-14 2023 2025-03-06 01:10:19Z MATTHEW STEPHENS 580 MOUNT AUBURN STREET CAMBRIDGE MA 021385517 65104224 0 X WWW.MOUNTAUBURN.ORG X 1831 MA MOUNT AUBURN CEMETERY INSPIRES ALL WHO VISIT, COMFORTS THE BEREAVED, AND COMMEMORATES THE DEAD IN A LANDSCAPE OF EXCEPTIONAL BEAUTY. 20 19 143 0 100814 88184 2367921 398581 3709491 3579903 4400640 11401620 4134460 3327760 14612512 18707864 4086 0 0 0 8966702 10157964 0 0 0 7832349 8272182 16803137 18430146 -2190625 277718 287571562 305946171 2818398 1742706 284753164 304203465 X REFLECTING 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. 0 0 COMMEMORATE THE DEAD IN SURROUNDINGS OF EXCEPTIONAL BEAUTY AND TRANQUILITY THAT PROVIDE COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLE. PROTECT AND IMPROVE MOUNT AUBURN AS AN HISTORIC GARDEN CEMETERY, PRESERVING ITS MONUMENTS AND ARCHITECTURE WHILE ENHANCING ITS HORTICULTURE AND NATURAL RESOURCES. PROVIDE COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURN. 0 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 60 0 1 143 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MATTHEW STEPHENS 6175477105 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 MATTHEW STEPHENS PRESIDENT & CEO 53.20 0.04 X X 371187 0 59822 ROBERT AIRASIAN TRUSTEE 0.12 0.00 X 0 0 0 ELIZA ANDERSON TRUSTEE 0.88 0.06 X 0 0 0 TODD BASNIGHT TRUSTEE 0.25 0.00 X 0 0 0 LINDSAY LEARD COOLIDGE TRUSTEE 0.37 0.04 X 0 0 0 JOHN CORCORAN TRUSTEE 0.56 0.00 X 0 0 0 DEAN HARA CHAIR 3.14 0.04 X X 0 0 0 JAMES HUNNEWELL TRUSTEE 0.52 0.00 X 0 0 0 PATRICIA JACOBY TRUSTEE 0.89 0.04 X 0 0 0 PATRICIA JAO TRUSTEE 0.46 0.00 X 0 0 0 PAUL KUENSTNER TRUSTEE 0.94 0.00 X 0 0 0 PHILIP LAIRD SECRETARY 0.56 0.00 X X 0 0 0 JAMES LEVITTT TRUSTEE 0.63 0.00 X 0 0 0 CHRISTINA MANN TRUSTEE 0.66 0.00 X 0 0 0 SEAN MCDONNELL TREASURER 0.70 0.00 X X 0 0 0 SUSAN MEAD TRUSTEE 0.73 0.00 X 0 0 0 TONY MORRIS TRUSTEE 0.76 0.00 X 0 0 0 CAROLINE MORTIMER TRUSTEE 0.48 0.04 X 0 0 0 NEILS PEETZ-LARSEN TRUSTEE 0.42 0.00 X 0 0 0 RICHARD PEISER TRUSTEE 0.33 0.00 X 0 0 0 FRANKLIN REECE TRUSTEE 0.74 0.00 X 0 0 0 BETH BROWN VP INSTITUTIONAL ADVANCEMENT 49.00 1.00 X 241144 0 22548 ANN SWEENEY VP PEOPLE & CULTURE 49.00 1.00 X 202495 0 48913 BREE HARVEY VP CEMETERY & VISITOR SERVICES 49.00 1.00 X 189123 0 41155 RONNIT BENDAVID-VAL VP HORTICULTURE 49.00 1.00 X 198758 0 11562 CHARLES FRASER VP OF PRESERVATION & FACILITIES 49.00 1.00 X 168725 0 53179 MARGARET WINSLOW CURATOR OF HISTORICAL COLLECTIONS 40.00 0.00 X 125954 0 24891 JAMES HOLMAN DIRECTOR OF CEMETERY DEVELOPMENT 40.00 0.00 X 110456 0 37882 AMANDA BOSCIA DIRECTOR OF CEMETERY SERVICES 40.00 0.00 X 106599 0 17071 BRIAN TREANOR DIRECTOR OF TECHNOLOGY 40.00 0.00 X 108627 0 16231 ROY HAWES DIRECTOR OF CEMETERY OPERATIONS 40.00 0.00 X 104397 0 22225 1927465 0 355479 14 0 1 0 MARIANI ENTERPRISES LLC 21A TROTTER DRIVE MEDWAY MA 02053 LANDSCAPING & RENOVATION 1800842 MATHEWS NEILSEN LANDSCAPE ARCHITECTS P 120 BROADWAY SUITE 1040 NEW YORK NY 10271 LANDSCAPING ARCHITECTURE SERVICES 981493 JOYCE M BELL - JMB CONSULTING 501 LEXINGTON ST 47 WALTHAM MA 02452 CFO SERVICES 510167 CLIFTON LARSON ALLEN LLP POB 829709 PHILADELPHIA PA 19182 FINANCE TEMP SERVICES 213609 MASARY STUDIOS 15 CHANNEL CENTER STREET SUITE 105 BOSTON MA 02210 EVENTS ARTIST 204840 6 397859 722 398581 CEMETERY PROGRAM 812220 3579903 3579903 3579903 4613148 100814 4512334 51647058 7000 44766528 99058 6880530 -92058 6788472 6788472 4791967 1530774 3261193 3261193 66567 66567 66567 18707864 6841096 100814 11367373 X 1545908 6733838 29829 953267 895122 77555 77696 281927 2696433 9875 366571 551653 316266 105991 93942 41663 1920300 262142 UBIT TAX 46350 CHRISTMAS CANDLE LIGHTI 529367 MATERIALS & SUPPLIES 408619 GROUNDSKEEPING 256828 229004 18430146 1025 1225 2257432 512657 3328058 2798109 2810752 2594132 296309 382757 60809995 19121304 39701458 41688691 188892605 209349429 48113488 45738763 2170435 2880408 287571562 305946171 943241 1316885 53372 34122 1821785 391699 2818398 1742706 X 284753164 304203465 284753164 304203465 287571562 305946171 X 277718 20869168 -2644134 947549 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 223272648 3658457 19178526 246109631 233412844 2497707 -12637903 223272648 223755122 1679129 8270170 291577 233412844 168405785 63177323 7827986 223755122 187013657 -11291267 7316605 168405785 0.99990 0.00010 0.00000 0 1 1 6045012 6045012 42018611 14480135 27538476 6856164 3747076 3109088 5890208 894093 4996115 41688691 ALTERNATIVE INVESTMENTS - PRIVATE EQUITY 9821037 F ALTERNATIVE INVESTMENTS - OPPORTUNISTIC 11946987 F ALTERNATIVE INVESTMENTS - REAL ESTATE 18907996 F ALTERNATIVE INVESTMENTS - BANK LOAN 5062743 F 45738763 RETIREMENT PLANS LIABILITIES 390331 SECURITY DEPOSITS 1368 391699 X PART V, LINE 4: BOARD DESIGNATED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE CARE, PRESERVATION, IMPROVEMENT AND ENLARGEMENT OF THE CEMETERY, INCLUDING THE PAYMENT OF SALARIES, AND FOR THE GENERAL PURPOSES OF THE ORGANIZATION. DONOR RESTRICTED ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR THE MAINTENANCE OF THE HENRIETTA YOUNG MAUSOLEUM AND SURROUNDING GROUNDS, LANDSCAPE, BENCHES AND OTHER ELEMENTS. PART X, LINE 2: THE CEMETERY AND FRIENDS ACCOUNT FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC 740 INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT MARCH 31, 2024 AND 2023, MANAGEMENT BELIEVES THAT THE CEMETERY AND FRIENDS HAVE NO MATERIAL UNCERTAIN TAX POSITIONS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 5062743 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 153141 0 0 0 0 0 0 5215884 0 5215884 1 0 1 1 1 0 PART I, LINE 3: THE AMOUNTS REPORTED IN PART I REPRESENT THE FAIR MARKET VALUE OF SUCH INVESTMENTS AS OF THE END OF THE TAX YEAR BEING REPORTED ON. X X X 0 0 0 MATTHEW STEPHENS PRESIDENT & CEO 370347 0 0 0 840 0 13200 0 46622 0 431009 0 0 0 BETH BROWN VP INSTITUTIONAL ADVANCEMENT 240370 0 0 0 774 0 0 0 22548 0 263692 0 0 0 ANN SWEENEY VP PEOPLE & CULTURE 189789 0 10000 0 2706 0 4246 0 44667 0 251408 0 0 0 BREE HARVEY VP CEMETERY & VISITOR SERVICES 188493 0 0 0 630 0 7825 0 33330 0 230278 0 0 0 CHARLES FRASER VP OF PRESERVATION & FACILITIES 167177 0 0 0 1548 0 7033 0 46146 0 221904 0 0 0 RONNIT BENDAVID-VAL VP HORTICULTURE 197262 0 0 0 1496 0 785 0 10777 0 210320 0 0 0 MARGARET WINSLOW CURATOR OF HISTORICAL COLLECTIONS 124454 0 0 0 1500 0 4978 0 19913 0 150845 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 PROPRIETORS OF LOTS OF A SIZE NOT LESS THAN ONE HUNDRED SQUARE FEET EACH ARE MEMBERS OF THE PROPRIETORS OF THE CEMETERY OF MOUNT AUBURN (THE "CORPORATION"), AND ONLY THEY, OR REPRESENTATIVES OF SUCH LOTS LEGALLY DESIGNATED, ARE ENTITLED TO VOTE AT ITS MEETINGS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE CORPORATION ELECT THE BOARD OF TRUSTEES AT AN ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION'S BYLAWS MAY ONLY BE ALTERED OR AMENDED BY THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B A 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 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL BOARD MEMBERS AND EMPLOYEES. WHENEVER AN INDIVIDUAL OR A FAMILY MEMBER (DEFINED AS A SPOUSE, A CHILD OR THE SPOUSE OF A CHILD) HAS A FINANCIAL INTEREST IN A MATTER THAT COMES BEFORE THE INDIVIDUAL FOR CONSIDERATION, THE INDIVIDUAL SHALL DISCLOSE SUCH INTEREST AND SHALL TAKE NO PART IN THE CONSIDERATION OR ACTION ON THE MATTER. FOR STAFF MEMBERS, THE EMPLOYEE SHOULD NOTIFY HIS OR HER SUPERVISOR OR, IN CASES WHERE THAT IS INAPPROPRIATE OR UNDESIRABLE, DISCLOSURE MAY BE MADE TO A VICE PRESIDENT OR THE PRESIDENT OF THE CEMETERY. FOR OTHERS, DISCLOSURE SHOULD BE MADE TO THE CHAIR OF THE TRUSTEES OF THE CEMETERY. IN THE CASE OF A REQUIRED DISCLOSURE BY THE CHAIR OF TRUSTEES, DISCLOSURE SHOULD BE MADE TO ALL OF THE TRUSTEES OF THE APPROPRIATE ORGANIZATION. EACH TRUSTEE AND COMMITTEE MEMBER SHALL ANNUALLY SIGN A STATEMENT SAYING THAT THEY HAVE CAREFULLY REVIEWED THE CONFLICT-OF-INTEREST POLICY, AND SHALL DISCLOSE ALL PERSONAL, BUSINESS AND ORGANIZATIONAL INTERESTS AND AFFILIATIONS THAT COULD BE CONSTRUED AS BEING RELATED TO THE INTERESTS OF THE CEMETERY AND LIST ALL POSITIONS AS AN OFFICER OR DIRECTOR OF OTHER ORGANIZATIONS WHOSE PURPOSES OR PROGRAMS MIGHT RELATE TO OR IMPINGE ON THOSE OF THE CEMETERY. AN INDIVIDUAL SEEKING ADVICE WITH RESPECT TO A POTENTIAL CONFLICT OF INTEREST MAY BRING THE MATTER TO THE PRESIDENT OF THE CEMETERY OR TO THE CHAIR OF THE TRUSTEES OF THE CEMETERY FOR AN ADVISORY OPINION. ANY VIOLATION OF THE CONFLICT OF INTEREST POLICY MAY, UPON VOTE OF THE TRUSTEES, AFTER HEARING, BE GROUNDS FOR REMOVAL FROM OFFICE OR EMPLOYMENT WITH THE CEMETERY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION OF THE CEO. THE COMPENSATION IS DETERMINED BASED ON RESULTS FROM AN INDEPENDENT COMPENSATION CONSULTANT. THE CEO USES A COMPREHENSIVE SALARY MODEL FROM AN INDEPENDENT CONSULTANT TO DETERMINE COMPENSATION OF OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 144,624. CONTRACTED WORK 2,551,809. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 947,549. FRIENDS OF MOUNT AUBURN CEMETERY 580 MOUNT AUBURN STREET CAMBRIDGE MA 02138 223084639 CEMETERY FUNDRAISING AND FUNDRAISING MA 501(C)(3) LINE 7 PROPRIETORS OF MOUNT AUBURN CEMETERY 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 FRIENDS OF MOUNT AUBURN CEMETERY B 1343055 BOOK FRIENDS OF MOUNT AUBURN CEMETERY C 397859 BOOK FRIENDS OF MOUNT AUBURN CEMETERY O 1343055 BOOK