2026-02-17T12:34:09-06:00 2025-03-31 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2024-04-01 041641320 PROPRIETORS OF MOUNT AUBURN CEMETERY PROP 6176071924 580 MOUNT AUBURN STREET CAMBRIDGE MA 021385517 MATTHEW STEPHENS PRESIDENT & CEO 6176071924 2026-02-13 1 1 AMANDA ADAMS P00748038 7813562000 2026-02-13 2024 2025-03-06 01:10:19Z MATTHEW STEPHENS 580 MOUNT AUBURN STREET CAMBRIDGE MA 021385517 37081159 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. 21 20 173 77 334934 325883 398581 69 3579903 3778098 11401620 18126386 3327760 4374191 18707864 26278744 0 5000 0 0 10157964 11459839 0 0 0 8272182 7869854 18430146 19334693 277718 6944051 305946171 309656492 1742706 1152756 304203465 308503736 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 COMMEMORATED THE DEAD IN SURROUNDINGS OF EXCEPTIONAL BEAUTY AND TRANQUILITY THAT PROVIDE COMFORT AND INSPIRATION TO THE BEREAVED AND THE PUBLIC AS A WHOLE. PROTECTED AND IMPROVED MOUNT AUBURN AS AN HISTORIC GARDEN CEMETERY, PRESERVING ITS MONUMENTS AND ARCHITECTURE WHILE ENHANCING ITS HORTICULTURE AND NATURAL RESOURCES. PROVIDED COMPREHENSIVE CEMETERY SERVICES OF THE HIGHEST STANDARD TO PERSONS OF ALL FAITHS CONSISTENT WITH THE PROTECTION AND PRESERVATION OF MOUNT AUBURN. 0 0 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 64 0 1 173 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 1 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 35.00 15.00 X X 368805 0 37576 DEAN HARA CHAIR 3.14 0.04 X X 0 0 0 PHILIP LAIRD SECRETARY 0.56 0.00 X X 0 0 0 SEAN MCDONNELL TREASURER 0.70 0.00 X 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 REBECCA GARDNER CAMPBELL TRUSTEE 0.10 0.00 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 JAMES LEVITTT TRUSTEE 0.63 0.00 X 0 0 0 CHRISTINA MANN TRUSTEE 0.66 0.00 X 0 0 0 SUSAN ELDREDGE 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 JOHN AUSTIN JR VP OF FINANCE 50.00 0.00 X 189728 0 15820 HELEN TELFER VP OF FINANCE, PEOPLE, & CULTURE 50.00 0.00 X 17053 0 2387 RONNIT BENDAVID-VAL VP OF HORTICULTURE AND LANDSCAPE 50.00 0.00 X 169520 0 14479 BETH BROWN VP OF INSTITUTIONAL ADVANCEMENT 0.00 50.00 X 234235 0 30910 CHARLES FRASER VP OF PRESERVATION AND FACILITIES 50.00 0.00 X 168493 0 32920 BREE HARVEY VP OF CEMETERY AND VISITOR SERVICES 50.00 0.00 X 192748 0 31798 ANN SWEENEY VP OF PEOPLE AND CULTURE 50.00 0.00 X 225513 0 23406 AMANDA BOSCIA DIRECTOR OF CEMETERY SERVICES 40.00 0.00 X 113620 0 12245 STEPHEN BROWN SENIOR DIR., CEMETERY INITATIVES AND STRATEGIC 40.00 0.00 X 111439 0 23164 JESSICA BUSSMAN DIRECTOR OF EDUCATION AND VISITOR SERVICES 40.00 0.00 X 114222 0 12913 MARGARET WINSLOW CURATOR OF HISTORICAL COLLECTIONS 40.00 0.00 X 125402 0 5003 ROY HAWES DIRECTOR OF CEMETERY OPERATIONS 40.00 0.00 X 120825 0 12533 2151603 0 255154 12 0 1 0 MATHEWS NEILSEN LANDSCAPE ARCHITECTS P 120 BROADWAY SUITE 1040 NEW YORK NY 10271 LANDSCAPING ARCHITECTURE SERVICES 1432925 MARIANI ENTERPRISES LLC 21A TROTTER DRIVE MEDWAY MA 02053 LANDSCAPING & RENOVATION 1024792 JOYCE M BELL - JMB CONSULTING 501 LEXINGTON STREET 47 WALTHAM MA 02452 CFO SERVICES 499820 CLIFTON LARSON ALLEN LLP 220 S 6TH STREET SUITE 300 MINNEAPOLIS MN 55402 FINANCE TEMP SERVICES 367742 ALAIN MARCUSE 11 FOSTER STREET BRIGHTON MA 02135 TECHNOLOGY SERVICES 185591 10 69 69 CEMETERY PROGRAM 812220 3778098 3778098 3778098 7505530 334934 7170596 19787161 9166305 10620856 10620856 10620856 5963220 1636110 4327110 4327110 47081 47081 47081 26278744 8105208 334934 17838533 X 5000 2002188 7215406 298619 1130342 813284 163614 130139 348439 2453982 10415 363400 399386 371100 78100 70862 2169682 289635 MATERIALS & SUPPLIES 370324 GROUNDSKEEPING 172051 UBIT TAX 152480 CHRISTMAS CANDLE LIGHTI 141536 184709 19334693 1225 1225 512657 306421 2798109 2392854 2594132 2493500 382757 268969 64089760 21290986 41688691 42798774 209349429 218201208 45738763 43074564 2880408 118977 305946171 309656492 1316885 730231 34122 57781 391699 364744 1742706 1152756 X 304203465 308503736 304203465 308503736 305946171 309656492 X 6944051 -2665042 21262 X 0 1 X 1 0 246109631 2736453 14890838 263736922 223272648 3658457 19178526 246109631 233412844 2497707 -12637903 223272648 223755122 1679129 8270170 291577 233412844 168405785 63177323 7827986 223755122 0.99990 0.00010 0.00000 0 1 1 6396044 6396044 43005913 15975281 27030632 7279979 4401648 2878331 7407824 914057 6493767 42798774 ALTERNATIVE INVESTMENTS - PRIVATE EQUITY 8834228 F ALTERNATIVE INVESTMENTS - OPPORTUNISTIC 11189990 F ALTERNATIVE INVESTMENTS - REAL ESTATE 17705174 F ALTERNATIVE INVESTMENTS - BANK LOAN 5345172 F 43074564 RETIREMENT PLANS LIABILITIES 363336 SECURITY DEPOSITS 1408 364744 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, 2025 AND 2024, MANAGEMENT BELIEVES THAT THE CEMETERY AND FRIENDS HAVE NO MATERIAL UNCERTAIN TAX POSITIONS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 5345172 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 128670 0 0 0 0 0 0 5473842 0 5473842 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 368430 0 0 0 375 0 13800 0 23776 0 406381 0 0 0 BETH BROWN VP OF INSTITUTIONAL ADVANCEMENT 233372 0 0 0 863 0 7134 0 23776 0 265145 0 0 0 ANN SWEENEY VP OF PEOPLE AND CULTURE 223038 0 0 0 2475 0 9299 0 14107 0 248919 0 0 0 BREE HARVEY VP OF CEMETERY AND VISITOR SERVICES 192185 0 0 0 563 0 8022 0 23776 0 224546 0 0 0 JOHN AUSTIN JR VP OF FINANCE 189728 0 0 0 0 0 3625 0 12195 0 205548 0 0 0 CHARLES FRASER VP OF PRESERVATION AND FACILITIES 167004 0 0 0 1489 0 7059 0 25861 0 201413 0 0 0 RONNIT BENDAVID-VAL VP OF HORTICULTURE AND LANDSCAPE 168081 0 0 0 1439 0 6858 0 7621 0 183999 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ARTICLES OF ORGANIZATION WERE AMENDED TO DECLARE THAT THERE WILL BE NO MEMBERS OF THE CORPORATION AND THAT ANY ACTION OR VOTE PERMITTED BY LAW TO BE TAKEN BY MEMBERS OF THE CORPORATION SHALL BE TAKEN BY THE TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 FOR PART OF THE TAX YEAR, THE ORGANIZATION HAD MEMBERS WHICH WERE DEFINED AS PROPRIETORS OF LOTS OF A SIZE NOT LESS THAN ONE HUNDRED SQUARE FEET, AND ONLY THEY, OR REPRESENTATIVES OF SUCH LOTS LEGALLY DESIGNATED, WERE ENTITLED TO VOTE AT ITS MEETINGS. THE ORGANIZATION AMENDED ITS ARTICLES OF ORGANIZATION (EFFECTIVE AUGUST 21, 2024) TO REMOVE THE EXISTENCE OF MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A FOR PART OF THE TAX YEAR, THE MEMBERS OF THE CORPORATION HAD THE POWER TO ELECT THE BOARD OF TRUSTEES AT AN ANNUAL MEETING. EFFECTIVE AUGUST 21, 2024, THIS POWER IS NOW VESTED IN THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B FOR PART OF THE TAX YEAR, THE MEMBERS OF THE CORPORATION HAD THE POWER TO ALTER OR AMEND THE CORPORATION'S BYLAWS. EFFECTIVE AUGUST 21, 2024, THIS POWER IS NOW VESTED IN THE BOARD OF TRUSTEES. 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 157,010. CONTRACTED WORK 2,296,972. FORM 990, PART XI, LINE 9: CHANGE IN PENSION LIABILITY 21,262. 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 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 FRIENDS OF MOUNT AUBURN CEMETERY B 1446512 BOOK FRIENDS OF MOUNT AUBURN CEMETERY O 1446512 BOOK FRIENDS OF MOUNT AUBURN CEMETERY S 2755698 BOOK