{"success":true,"data":{"_id":46025576,"filings":[{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Provides annual support for fruitlands museums inc.","primary_activities":"Fruitlands museums inc.","year":2014,"name":"CO-TTEE UW CLARA ENDICOTT SEARS","phone":"8888663275","type":"990","principal_officer":"SAME AS ABOVE","year_formation":1960,"state_legal_domicile":"MA","tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"P O BOX 1802, PROVIDENCE, RI, 029011802, USA","city":"PROVIDENCE","state":"RI","country":"USA","zip_code":"029011802"},"Governance":{"501c3 determination":true,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":446656,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":446656,"Investment income total":284098,"Net investment gain":162558},"Other revenues":{"value":0}},"Expenses":{"value":637420,"Grant expense":{"value":535083,"Grants to domestic orgs":535083},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":94839,"Current officers":94839},"Other expenses":{"value":7498,"Accounting":1250,"All other expenses":6248},"Functional Expenses":{"Program Service Expenses":591987,"Management And General Expenses":45433,"Fundraising Expenses":0}},"Assets":{"value":9505197,"Savings and temp cash investments":137005,"Investments publicly traded":9368192},"Liabilities":{"value":0},"Fund balance":{"value":9505197},"Form990Details":{"program_service_accomplishments":[{"description":"FRUITLANDS MUSEUMS INC.","expense":535083,"grants":535083}],"functional_expense_allocations":{"current_officers_directors":{"program_services":56904,"management_and_general":37935,"total":94839},"accounting_fees":{"management_and_general":1250,"total":1250},"all_other_expenses":{"management_and_general":6248,"total":6248}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_cash":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"SAME AS ABOVE"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8888663275","business_name_line1":"US TRUST FIDUCIARY TAX SERVICE","address_line1":"PO BOX 1802","city":"PROVIDENCE","state":"RI","zip":"209011802"},"officers_directors_key_employees":[{"person_name":"JOHN D LAUPHEIMER JR","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOHN D LAUPHEIMER JR"},{"person_name":"FRANCIS P COOLIDGE","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANCIS P COOLIDGE"},{"person_name":"BANK OF AMERICA","title":"CO-TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":94839,"reportable_comp_from_related_orgs":0,"other_compensation":0,"institutional_trustee":true,"name":"BANK OF AMERICA"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_type3_nonfunctional":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":535083,"rows":[{"ein":42125003,"organization_type":"MUSEUM","support_amount":535083,"other_support_amount":0,"governing_document_listed":true,"name":"FRUITLAND MUSEUMS INC"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type3_all_officers_close_relationship":true,"type3_all_supported_org_voice_investment":true,"type3_all_timely_provided_documents":true},"type3_nonfunctional_financials":{"adjusted_net_income":{"adjusted_gross_income":{"current_year":284127,"prior_year":287468},"depreciation_depletion":{"prior_year":0},"net_short_term_capital_gain":{"current_year":29,"prior_year":11247},"other_expenses":{"prior_year":0},"other_gross_income":{"current_year":284098,"prior_year":276221},"production_income":{"current_year":60136,"prior_year":55659},"recoveries_prior_year_distributions":{"prior_year":0},"total_adjusted_net_income":{"current_year":223991,"prior_year":231809}},"minimum_asset_amount":{"acquisition_indebtedness":{"prior_year":0},"adjusted_fmv_less_indebtedness":{"current_year":13444367,"prior_year":12486008},"average_monthly_cash_balances":{"current_year":257275,"prior_year":501350},"average_monthly_fmv_securities":{"current_year":13187092,"prior_year":11984658},"cash_deemed_charitable":{"current_year":201666,"prior_year":187290},"fmv_other_nonexempt_use_assets":{"prior_year":0},"net_value_nonexempt_use_assets":{"current_year":13242701,"prior_year":12298718},"percent_net_value_nonexempt_use_assets":{"current_year":463495,"prior_year":430455},"recoveries_prior_year_distributions":{"prior_year":0},"total_fmv_nonexempt_use_assets":{"current_year":13444367,"prior_year":12486008},"total_minimum_asset":{"current_year":463495,"prior_year":430455},"discount_claimed":0},"distributable_amount":{"adjusted_net_income":231809,"distributable_as_adjusted":430455,"greater_adjusted_minimum":430455,"income_tax_imposed_prior_year":0,"eighty_five_percent_adjusted_net_income":197038,"total_minimum_asset_distributable":430455},"distributions":{"administrative_expenses_paid":42202,"distributions_attentive_supported_orgs":535083,"distributable_as_adjusted":430455,"distribution_year_ratio":1.0,"other_distributions":0,"paid_accomplish_exempt_purposes":535083,"paid_in_excess_income_activity":0,"total_annual_distributions":577285,"exempt_use_assets_acquired_paid":0,"qualified_set_aside":0},"distribution_allocations":{"current_year_applied_distributable":430455,"current_year_applied_prior_underdistributions":0,"current_year_distributable_as_adjusted":430455,"current_year_total_annual_distributions":577285,"carryover_applied_current_year":0,"carryover_applied_prior_year":0,"excess_distribution_carryover_next_year":146830,"excess_distribution":146830,"excess_distribution_carryover_year1":0,"excess_from_year1":146830,"excess_from_year2":0,"remaining_underdistribution_current_year":0,"remaining_underdistribution_prior_year":0,"total_excess_distribution_carryover":0,"underdistributions":0}},"supplemental_information":{"part_vi":[{"form_and_line_reference":"SCHEDULE A PART IV SECTION D","explanation":"BOTH CO-TRUSTEES ARE EXPREIENCED PORTFOLIO MANAGERS WHO PLAY A SIGNIFICANT FOLE IN THE INVESMENT STRATEGY OF THE TRUST"},{"form_and_line_reference":"SCHEDULE A PART V SECTION D","explanation":"THE ORGANIZATION PROVIDES ABOUT 1/3RD OF THE SUPPORT FOR THE FRUITLANDS MUSUEM. REQUESTS FOR THE MUSUEM TO COVER SHORTAGES FOR EXPENSES ARE GRANTED EACH YEAR IN ADDITION TO THE NORMAL SUPPORT."}]}},"ScheduleB":{"attached":false,"required":false},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":535083,"reported_domestic_org_grants_program_services":535083,"grants":[{"ein":42125003,"cash":535083,"purpose":"ANNUAL SUPPORT FOR THE FRUITLAND MUSEUMS INC.","valuation_method":"FMV","address_line1":"102 PROSPECT HILL RD","city":"HARVARD","state":"MA","zip":"014511348","name":"FRUITLANDS MUSEUMS INC","address":"102 PROSPECT HILL RD, HARVARD, MA, 014511348"}],"total_domestic_grants":535083,"total_domestic_program_services":535083,"detail_org_grants_total":535083,"detail_domestic_grants_total":535083,"supplemental_information":[{"form_and_line_reference":"EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2","explanation":"ANNUAL STATEMENT"}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":true,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":true,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"ANNUAL STATEMENT","form_and_line_reference":"EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2"}},"source_xml":"201511319349300146_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Provides annual support for fruitlands museums inc.","primary_activities":"Fruitlands museums inc.","year":2019,"name":"CO-TTEE UW CLARA ENDICOTT SEARS","phone":"8888663275","type":"990","principal_officer":"SAME AS ABOVE","year_formation":1960,"state_legal_domicile":"MA","tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"P O BOX 1802, PROVIDENCE, RI, 029011802, USA","city":"PROVIDENCE","state":"RI","country":"USA","zip_code":"029011802"},"Governance":{"501c3 determination":true,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":314741,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":314741,"Investment income total":326231,"Net investment gain":-11490},"Other revenues":{"value":0}},"Expenses":{"value":609164,"Grant expense":{"value":492893,"Grants to domestic orgs":492893},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":104021,"Current officers":104021},"Other expenses":{"value":12250,"Legal":11000,"Accounting":1250},"Functional Expenses":{"Program Service Expenses":492893,"Management And General Expenses":116271,"Fundraising Expenses":0}},"Assets":{"value":8561070,"Savings and temp cash investments":1321171,"Investments publicly traded":7239899},"Liabilities":{"value":0},"Fund balance":{"value":8561070},"Form990Details":{"program_service_accomplishments":[{"description":"FRUITLANDS MUSEUMS INC.","expense":492893,"grants":492893}],"functional_expense_allocations":{"current_officers_directors":{"management_and_general":104021,"total":104021},"legal_fees":{"management_and_general":11000,"total":11000},"accounting_fees":{"management_and_general":1250,"total":1250}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":false,"method_of_accounting_cash":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"SAME AS ABOVE"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8888663275","business_name_line1":"BANK OF AMERICA NA","address_line1":"PO BOX 1802","city":"PROVIDENCE","state":"RI","zip":"209011802"},"officers_directors_key_employees":[{"person_name":"JOHN D LAUPHEIMER JR","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOHN D LAUPHEIMER JR"},{"person_name":"FRANCIS P COOLIDGE","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANCIS P COOLIDGE"},{"person_name":"BANK OF AMERICA","title":"CO-TRUSTEE","reportable_comp_from_org":103978,"reportable_comp_from_related_orgs":0,"other_compensation":0,"institutional_trustee":true,"name":"BANK OF AMERICA"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_type3_nonfunctional":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":492893,"other_support_sum":0,"rows":[{"ein":42125003,"organization_type":"7","support_amount":492893,"other_support_amount":0,"governing_document_listed":true,"name":"FRUITLAND MUSEUMS INC"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type3_all_officers_close_relationship":true,"type3_all_supported_org_voice_investment":true,"type3_all_timely_provided_documents":true},"type3_nonfunctional_financials":{"adjusted_net_income":{"adjusted_gross_income":{"current_year":316119,"prior_year":290331},"depreciation_depletion":{"prior_year":0},"net_short_term_capital_gain":{"prior_year":0},"other_expenses":{"prior_year":0},"other_gross_income":{"current_year":316119,"prior_year":290331},"production_income":{"current_year":62430,"prior_year":61349},"recoveries_prior_year_distributions":{"prior_year":0},"total_adjusted_net_income":{"current_year":253689,"prior_year":228982}},"minimum_asset_amount":{"acquisition_indebtedness":{"prior_year":0},"adjusted_fmv_less_indebtedness":{"current_year":15627230,"prior_year":14955584},"average_monthly_cash_balances":{"current_year":375024,"prior_year":172927},"average_monthly_fmv_securities":{"current_year":15252206,"prior_year":14782657},"cash_deemed_charitable":{"current_year":1321171,"prior_year":121205},"fmv_other_nonexempt_use_assets":{"prior_year":0},"net_value_nonexempt_use_assets":{"current_year":14306059,"prior_year":14834379},"percent_net_value_nonexempt_use_assets":{"current_year":500712,"prior_year":519203},"recoveries_prior_year_distributions":{"prior_year":0},"total_fmv_nonexempt_use_assets":{"current_year":15627230,"prior_year":14955584},"total_minimum_asset":{"current_year":500712,"prior_year":519203},"discount_claimed":0},"distributable_amount":{"adjusted_net_income":228982,"distributable_as_adjusted":519203,"greater_adjusted_minimum":519203,"income_tax_imposed_prior_year":0,"eighty_five_percent_adjusted_net_income":194635,"total_minimum_asset_distributable":519203},"distributions":{"administrative_expenses_paid":0,"distributions_attentive_supported_orgs":0,"distributable_as_adjusted":519203,"distribution_year_ratio":0.0,"other_distributions":0,"paid_accomplish_exempt_purposes":492893,"paid_in_excess_income_activity":42091,"total_annual_distributions":534984,"exempt_use_assets_acquired_paid":0,"qualified_set_aside":0},"distribution_allocations":{"current_year_applied_distributable":396220,"current_year_applied_prior_underdistributions":0,"current_year_distributable_as_adjusted":519203,"current_year_total_annual_distributions":534984,"carryover_prior_year_not_applied":0,"carryover_applied_current_year":122983,"carryover_applied_prior_year":0,"excess_distribution_carryover_next_year":138764,"excess_distribution":138764,"excess_distribution_carryover_year1":122983,"excess_distribution_carryover_year2":0,"excess_distribution_carryover_year3":0,"excess_distribution_carryover_year4":0,"excess_distribution_carryover_year5":0,"excess_from_year1":138764,"excess_from_year2":0,"excess_from_year3":0,"excess_from_year4":0,"excess_from_year5":0,"remaining_underdistribution_current_year":0,"remaining_underdistribution_prior_year":0,"total_excess_distribution_carryover":122983,"underdistributions":0}}},"ScheduleB":{"attached":false,"required":false},"ScheduleI":{"reported_domestic_org_grants":492893,"reported_domestic_org_grants_program_services":492893,"total_domestic_grants":492893,"total_domestic_program_services":492893,"grant_monitoring":{"claims_monitoring_procedures":false,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false}},"source_xml":"202003099349302045_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Provides annual support for fruitlands museums inc.","primary_activities":"Fruitlands museums inc.","year":2016,"name":"CO-TTEE UW CLARA ENDICOTT SEARS","phone":"8888663275","type":"990","principal_officer":"SAME AS ABOVE","year_formation":1960,"state_legal_domicile":"MA","tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"P O BOX 1802, PROVIDENCE, RI, 029011802, USA","city":"PROVIDENCE","state":"RI","country":"USA","zip_code":"029011802"},"Governance":{"501c3 determination":true,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false},"Revenues":{"value":580392,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":580392,"Investment income total":295394,"Net investment gain":284998},"Other revenues":{"value":0}},"Expenses":{"value":612737,"Grant expense":{"value":489807,"Grants to domestic orgs":489807},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":92618,"Current officers":92618},"Other expenses":{"value":30312,"Legal":22048,"Accounting":1250,"All other expenses":7014},"Functional Expenses":{"Program Service Expenses":526854,"Management And General Expenses":85883,"Fundraising Expenses":0}},"Assets":{"value":9262217,"Savings and temp cash investments":209429,"Investments publicly traded":9052788},"Liabilities":{"value":0},"Fund balance":{"value":9262217},"Form990Details":{"program_service_accomplishments":[{"description":"FRUITLANDS MUSEUMS INC.","expense":489807,"grants":489807}],"functional_expense_allocations":{"current_officers_directors":{"program_services":37047,"management_and_general":55571,"total":92618},"legal_fees":{"management_and_general":22048,"total":22048},"accounting_fees":{"management_and_general":1250,"total":1250},"all_other_expenses":{"management_and_general":7014,"total":7014}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"method_of_accounting_cash":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"SAME AS ABOVE"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"officer_entity_with_business_relationship":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8888663275","business_name_line1":"US TRUST FIDUCIARY TAX SERVICE","address_line1":"PO BOX 1802","city":"PROVIDENCE","state":"RI","zip":"209011802"},"officers_directors_key_employees":[{"person_name":"JOHN D LAUPHEIMER JR","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOHN D LAUPHEIMER JR"},{"person_name":"FRANCIS P COOLIDGE","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANCIS P COOLIDGE"},{"person_name":"BANK OF AMERICA","title":"CO-TRUSTEE","reportable_comp_from_org":92618,"reportable_comp_from_related_orgs":0,"other_compensation":0,"institutional_trustee":true,"name":"BANK OF AMERICA"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_type3_nonfunctional":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":489807,"other_support_sum":0,"rows":[{"ein":42125003,"organization_type":"7","support_amount":489807,"other_support_amount":0,"governing_document_listed":true,"name":"FRUITLAND MUSEUMS INC"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type3_all_officers_close_relationship":true,"type3_all_supported_org_voice_investment":true,"type3_all_timely_provided_documents":true},"type3_nonfunctional_financials":{"adjusted_net_income":{"adjusted_gross_income":{"current_year":295394,"prior_year":294064},"depreciation_depletion":{"prior_year":0},"net_short_term_capital_gain":{"prior_year":4352},"other_expenses":{"prior_year":0},"other_gross_income":{"current_year":295394,"prior_year":289712},"production_income":{"current_year":56321,"prior_year":59903},"recoveries_prior_year_distributions":{"prior_year":0},"total_adjusted_net_income":{"current_year":239073,"prior_year":234161}},"minimum_asset_amount":{"acquisition_indebtedness":{"prior_year":0},"adjusted_fmv_less_indebtedness":{"current_year":13145563,"prior_year":13372434},"average_monthly_cash_balances":{"current_year":126968,"prior_year":118872},"average_monthly_fmv_securities":{"current_year":13018595,"prior_year":13253562},"cash_deemed_charitable":{"current_year":209429,"prior_year":200587},"fmv_other_nonexempt_use_assets":{"prior_year":0},"net_value_nonexempt_use_assets":{"current_year":12936134,"prior_year":13171847},"percent_net_value_nonexempt_use_assets":{"current_year":452765,"prior_year":461015},"recoveries_prior_year_distributions":{"prior_year":0},"total_fmv_nonexempt_use_assets":{"current_year":13145563,"prior_year":13372434},"total_minimum_asset":{"current_year":452765,"prior_year":461015},"discount_claimed":0},"distributable_amount":{"adjusted_net_income":234161,"distributable_as_adjusted":461015,"greater_adjusted_minimum":461015,"income_tax_imposed_prior_year":0,"eighty_five_percent_adjusted_net_income":199037,"total_minimum_asset_distributable":461015},"distributions":{"administrative_expenses_paid":0,"distributions_attentive_supported_orgs":0,"distributable_as_adjusted":461015,"distribution_year_ratio":0.0,"other_distributions":0,"paid_accomplish_exempt_purposes":0,"paid_in_excess_income_activity":0,"total_annual_distributions":0,"exempt_use_assets_acquired_paid":0,"qualified_set_aside":0},"distribution_allocations":{"current_year_applied_prior_underdistributions":0,"current_year_distributable_as_adjusted":461015,"current_year_total_annual_distributions":0,"carryover_applied_current_year":47672,"carryover_applied_prior_year":0,"excess_distribution_carryover_next_year":0,"excess_distribution":0,"excess_distribution_carryover_year1":47672,"excess_distribution_carryover_year2":0,"excess_distribution_carryover_year3":0,"excess_from_year1":0,"excess_from_year2":0,"excess_from_year3":0,"excess_from_year4":0,"remaining_underdistribution_current_year":413343,"remaining_underdistribution_prior_year":0,"total_excess_distribution_carryover":47672,"underdistributions":0}}},"ScheduleB":{"attached":false,"required":false},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":489807,"reported_domestic_org_grants_program_services":489807,"grants":[{"ein":42125003,"cash":489807,"purpose":"ANNUAL SUPPORT FOR THE FRUITLAND MUSEUMS INC.","valuation_method":"FMV","address_line1":"102 PROSPECT HILL RD","city":"HARVARD","state":"MA","zip":"014511348","name":"FRUITLANDS MUSEUMS INC","address":"102 PROSPECT HILL RD, HARVARD, MA, 014511348"}],"total_domestic_grants":489807,"total_domestic_program_services":489807,"detail_org_grants_total":489807,"detail_domestic_grants_total":489807,"supplemental_information":[{"form_and_line_reference":"EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2","explanation":"ANNUAL STATEMENT"}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":true,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":true,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"ANNUAL STATEMENT","form_and_line_reference":"EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2"}},"source_xml":"201711219349301236_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Provides annual support for fruitlands museums inc.","primary_activities":"Fruitlands museums inc.","year":2022,"name":"CO-TTEE UW CLARA ENDICOTT SEARS","phone":"8888663275","type":"990","principal_officer":"SAME AS ABOVE","year_formation":1960,"state_legal_domicile":"MA","tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"PO BOX 653067, DALLAS, TX, 752653067, USA","city":"DALLAS","state":"TX","country":"USA","zip_code":"752653067"},"Governance":{"501c3 determination":true,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":1506173,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":1506173,"Investment income total":422986,"Net investment gain":1083187},"Other revenues":{"value":0}},"Expenses":{"value":758458,"Grant expense":{"value":587082,"Grants to domestic orgs":587082},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":129596,"Current officers":129596},"Other expenses":{"value":41780,"Legal":10500,"Accounting":1250,"All other expenses":30030},"Functional Expenses":{"Program Service Expenses":673430,"Management And General Expenses":85028,"Fundraising Expenses":0}},"Assets":{"value":14896659,"Savings and temp cash investments":481432,"Investments publicly traded":14415227},"Liabilities":{"value":0},"Fund balance":{"value":14896659},"Form990Details":{"program_service_accomplishments":[{"description":"FRUITLANDS MUSEUMS INC.","expense":587082,"grants":587082}],"functional_expense_allocations":{"current_officers_directors":{"program_services":51838,"management_and_general":77758,"total":129596},"legal_fees":{"program_services":10500,"total":10500},"accounting_fees":{"program_services":500,"management_and_general":750,"total":1250},"all_other_expenses":{"program_services":23510,"management_and_general":6520,"total":30030}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":false,"method_of_accounting_cash":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"SAME AS ABOVE"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8888663275","business_name_line1":"BANK OF AMERICA NA","address_line1":"PO BOX 653067","city":"DALLAS","state":"TX","zip":"752653067"},"officers_directors_key_employees":[{"person_name":"JOHN D LAUPHEIMER JR","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOHN D LAUPHEIMER JR"},{"person_name":"FRANCIS P COOLIDGE","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANCIS P COOLIDGE"},{"person_name":"BANK OF AMERICA","title":"CO-TRUSTEE","average_hours_per_week":1.0,"reportable_comp_from_org":129596,"reportable_comp_from_related_orgs":0,"other_compensation":0,"institutional_trustee":true,"name":"BANK OF AMERICA"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_type3_nonfunctional":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":587082,"other_support_sum":0,"rows":[{"ein":42125003,"organization_type":"7","support_amount":587082,"other_support_amount":0,"governing_document_listed":true,"name":"FRUITLAND MUSEUMS INC"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type3_all_officers_close_relationship":true,"type3_all_supported_org_voice_investment":false,"type3_all_timely_provided_documents":true},"type3_nonfunctional_financials":{"adjusted_net_income":{"adjusted_gross_income":{"current_year":422985,"prior_year":463468},"depreciation_depletion":{"prior_year":0},"net_short_term_capital_gain":{"prior_year":124030},"other_expenses":{"prior_year":0},"other_gross_income":{"current_year":422985,"prior_year":339438},"production_income":{"current_year":85028,"prior_year":102885},"recoveries_prior_year_distributions":{"prior_year":0},"total_adjusted_net_income":{"current_year":337957,"prior_year":360583}},"minimum_asset_amount":{"acquisition_indebtedness":{"prior_year":0},"adjusted_fmv_less_indebtedness":{"current_year":17786090,"prior_year":20046840},"average_monthly_cash_balances":{"current_year":426083,"prior_year":449632},"average_monthly_fmv_securities":{"current_year":17360007,"prior_year":19597208},"cash_deemed_charitable":{"current_year":266791,"prior_year":633176},"fmv_other_nonexempt_use_assets":{"prior_year":0},"net_value_nonexempt_use_assets":{"current_year":17519299,"prior_year":19413664},"percent_net_value_nonexempt_use_assets":{"current_year":613175,"prior_year":679478},"recoveries_prior_year_distributions":{"prior_year":0},"total_fmv_nonexempt_use_assets":{"current_year":17786090,"prior_year":20046840},"total_minimum_asset":{"current_year":613175,"prior_year":679478},"discount_claimed":0},"distributable_amount":{"adjusted_net_income":360583,"distributable_as_adjusted":679478,"greater_adjusted_minimum":679478,"income_tax_imposed_prior_year":0,"eighty_five_percent_adjusted_net_income":306496,"total_minimum_asset_distributable":679478},"distributions":{"administrative_expenses_paid":86348,"distributions_attentive_supported_orgs":0,"distributable_as_adjusted":679478,"distribution_year_ratio":0.0,"other_distributions":0,"paid_accomplish_exempt_purposes":587082,"paid_in_excess_income_activity":0,"total_annual_distributions":673430,"exempt_use_assets_acquired_paid":0,"qualified_set_aside":0},"distribution_allocations":{"current_year_applied_distributable":408627,"current_year_applied_prior_underdistributions":0,"current_year_distributable_as_adjusted":679478,"current_year_total_annual_distributions":673430,"carryover_prior_year_not_applied":0,"carryover_applied_current_year":270851,"carryover_applied_prior_year":0,"excess_distribution_carryover_next_year":264803,"excess_distribution":264803,"excess_distribution_carryover_year1":270851,"excess_distribution_carryover_year2":0,"excess_distribution_carryover_year3":0,"excess_distribution_carryover_year4":0,"excess_distribution_carryover_year5":0,"excess_from_year1":264803,"excess_from_year2":0,"excess_from_year3":0,"excess_from_year4":0,"excess_from_year5":0,"remaining_underdistribution_current_year":0,"remaining_underdistribution_prior_year":0,"total_excess_distribution_carryover":270851,"underdistributions":0}}},"ScheduleB":{"attached":false,"required":false},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":587082,"reported_domestic_org_grants_program_services":587082,"grants":[{"ein":42125003,"cash":587082,"purpose":"ANNUAL SUPPORT FOR THE FRUITLAND MUSEUMS INC.","valuation_method":"FMV","address_line1":"102 PROSPECT HILL RD","city":"HARVARD","state":"MA","zip":"014511348","name":"FRUITLANDS MUSEUMS INC","address":"102 PROSPECT HILL RD, HARVARD, MA, 014511348"}],"total_domestic_grants":587082,"total_domestic_program_services":587082,"detail_org_grants_total":587082,"detail_domestic_grants_total":587082,"supplemental_information":[{"form_and_line_reference":"EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2","explanation":"ANNUAL STATEMENT"}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":true,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":true,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"ANNUAL STATEMENT","form_and_line_reference":"EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2"}},"source_xml":"202311229349300916_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Provides annual support for fruitlands museums inc.","primary_activities":"Fruitlands museums inc.","year":2020,"name":"CO-TTEE UW CLARA ENDICOTT SEARS","phone":"8888663275","type":"990","principal_officer":"SAME AS ABOVE","year_formation":1960,"state_legal_domicile":"MA","tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"P O BOX 1802, PROVIDENCE, RI, 029011802, USA","city":"PROVIDENCE","state":"RI","country":"USA","zip_code":"029011802"},"Governance":{"501c3 determination":true,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":1923600,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":1923600,"Investment income total":329491,"Net investment gain":1594109},"Other revenues":{"value":0}},"Expenses":{"value":661944,"Grant expense":{"value":527680,"Grants to domestic orgs":527680},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":128779,"Current officers":128779},"Other expenses":{"value":5485,"Legal":2375,"Accounting":1250,"All other expenses":1860},"Functional Expenses":{"Program Service Expenses":582191,"Management And General Expenses":79753,"Fundraising Expenses":0}},"Assets":{"value":9918765,"Savings and temp cash investments":562122,"Investments publicly traded":9356643},"Liabilities":{"value":0},"Fund balance":{"value":9918765},"Form990Details":{"program_service_accomplishments":[{"description":"FRUITLANDS MUSEUMS INC.","expense":527680,"grants":527680}],"functional_expense_allocations":{"current_officers_directors":{"program_services":51511,"management_and_general":77268,"total":128779},"legal_fees":{"program_services":2375,"total":2375},"accounting_fees":{"program_services":500,"management_and_general":750,"total":1250},"all_other_expenses":{"program_services":125,"management_and_general":1735,"total":1860}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":false,"method_of_accounting_cash":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"SAME AS ABOVE"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":false,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8888663275","business_name_line1":"BANK OF AMERICA NA","address_line1":"PO BOX 1802","city":"PROVIDENCE","state":"RI","zip":"209011802"},"officers_directors_key_employees":[{"person_name":"JOHN D LAUPHEIMER JR","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOHN D LAUPHEIMER JR"},{"person_name":"FRANCIS P COOLIDGE","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANCIS P COOLIDGE"},{"person_name":"BANK OF AMERICA","title":"CO-TRUSTEE","reportable_comp_from_org":128779,"reportable_comp_from_related_orgs":0,"other_compensation":0,"institutional_trustee":true,"name":"BANK OF AMERICA"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_type3_nonfunctional":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":527680,"other_support_sum":0,"rows":[{"ein":42125003,"organization_type":"7","support_amount":527680,"other_support_amount":0,"governing_document_listed":true,"name":"FRUITLAND MUSEUMS INC"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type3_all_officers_close_relationship":true,"type3_all_supported_org_voice_investment":true,"type3_all_timely_provided_documents":true},"type3_nonfunctional_financials":{"adjusted_net_income":{"adjusted_gross_income":{"current_year":295805,"prior_year":316119},"depreciation_depletion":{"prior_year":0},"net_short_term_capital_gain":{"prior_year":0},"other_expenses":{"prior_year":0},"other_gross_income":{"current_year":295805,"prior_year":316119},"production_income":{"current_year":78690,"prior_year":62430},"recoveries_prior_year_distributions":{"prior_year":0},"total_adjusted_net_income":{"current_year":217115,"prior_year":253689}},"minimum_asset_amount":{"acquisition_indebtedness":{"prior_year":0},"adjusted_fmv_less_indebtedness":{"current_year":16431757,"prior_year":15627230},"average_monthly_cash_balances":{"current_year":617585,"prior_year":375024},"average_monthly_fmv_securities":{"current_year":15814172,"prior_year":15252206},"cash_deemed_charitable":{"current_year":562122,"prior_year":1321171},"fmv_other_nonexempt_use_assets":{"prior_year":0},"net_value_nonexempt_use_assets":{"current_year":15869635,"prior_year":14306059},"percent_net_value_nonexempt_use_assets":{"current_year":555437,"prior_year":500712},"recoveries_prior_year_distributions":{"prior_year":0},"total_fmv_nonexempt_use_assets":{"current_year":16431757,"prior_year":15627230},"total_minimum_asset":{"current_year":555437,"prior_year":500712},"discount_claimed":0},"distributable_amount":{"adjusted_net_income":253689,"distributable_as_adjusted":500712,"greater_adjusted_minimum":500712,"income_tax_imposed_prior_year":0,"eighty_five_percent_adjusted_net_income":215636,"total_minimum_asset_distributable":500712},"distributions":{"administrative_expenses_paid":52460,"distributions_attentive_supported_orgs":0,"distributable_as_adjusted":500712,"distribution_year_ratio":0.0,"other_distributions":0,"paid_accomplish_exempt_purposes":527680,"paid_in_excess_income_activity":0,"total_annual_distributions":580140,"exempt_use_assets_acquired_paid":0,"qualified_set_aside":0},"distribution_allocations":{"current_year_applied_distributable":361948,"current_year_applied_prior_underdistributions":0,"current_year_distributable_as_adjusted":500712,"current_year_total_annual_distributions":580140,"carryover_prior_year_not_applied":0,"carryover_applied_current_year":138764,"carryover_applied_prior_year":0,"excess_distribution_carryover_next_year":218192,"excess_distribution":218192,"excess_distribution_carryover_year1":138764,"excess_distribution_carryover_year2":0,"excess_distribution_carryover_year3":0,"excess_distribution_carryover_year4":0,"excess_distribution_carryover_year5":0,"excess_from_year1":218192,"excess_from_year2":0,"excess_from_year3":0,"excess_from_year4":0,"excess_from_year5":0,"remaining_underdistribution_current_year":0,"remaining_underdistribution_prior_year":0,"total_excess_distribution_carryover":138764,"underdistributions":0}}},"ScheduleB":{"attached":false,"required":false},"ScheduleI":{"reported_domestic_org_grants":527680,"reported_domestic_org_grants_program_services":527680,"total_domestic_grants":527680,"total_domestic_program_services":527680,"grant_monitoring":{"claims_monitoring_procedures":false,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false}},"source_xml":"202111449349300771_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Provide annual support for fruitlands museum, inc.","primary_activities":"Provide annual support for fruitlands museum, inc.","year":2024,"name":"CO-TTEE UW CLARA ENDICOTT SEARS","phone":"9789211944","type":"990","principal_officer":"JOHN LAUPHEIMER","year_formation":1960,"state_legal_domicile":"MA","total_volunteers":3,"tax_period_begin":"2025-01-01T00:00:00","tax_period_end":"2025-03-31T00:00:00","address":"200 HIGH STREET 4TH FLOOR, BOSTON, MA, 02110, USA","city":"BOSTON","state":"MA","country":"USA","zip_code":"02110"},"Governance":{"501c3 determination":true,"Number of voting members":3,"Number of independent voting members":3,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":-43823,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":-43823,"Investment income total":20700,"Net investment gain":-64523},"Other revenues":{"value":0}},"Expenses":{"value":312748,"Grant expense":{"value":233765,"Grants to domestic orgs":233765},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":78983,"Investment management fees":78983},"Functional Expenses":{"Program Service Expenses":233765,"Management And General Expenses":78983,"Fundraising Expenses":0}},"Assets":{"value":19878562,"Investments other":19878562},"Liabilities":{"value":0},"Fund balance":{"value":19878562},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDE ANNUAL SUPPORT FOR FRUITLANDS MUSEUM, INC.","expense":233765,"grants":233765}],"functional_expense_allocations":{"investment_management_fees":{"management_and_general":78983,"total":78983}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":true,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"JOHN LAUPHEIMER"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"person_name":"SARAH HUDSON","phone":"9783381158","address_line1":"200 HIGH STREET 4TH FLOOR","city":"BOSTON","state":"MA","zip":"02110"},"officers_directors_key_employees":[{"person_name":"JOHN D LAUPHEIMER JR","title":"CO-TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOHN D LAUPHEIMER JR"},{"person_name":"ANDREW O DAVIS","title":"CO-TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"ANDREW O DAVIS"},{"person_name":"ANGUS WEST","title":"CO-TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"ANGUS WEST"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type3_functionally_integrated":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":233765,"other_support_sum":0,"rows":[{"ein":42125003,"organization_type":"10","support_amount":233765,"other_support_amount":0,"governing_document_listed":true,"name":"FRUITLANDS MUSEUM INC"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type3_all_officers_close_relationship":false,"type3_all_supported_org_voice_investment":true,"type3_all_timely_provided_documents":true,"type3_functionally_integrated_activities_engaged":true,"type3_functionally_integrated_activities_further_purposes":true,"type3_functionally_integrated_activities_test":true},"supplemental_information":{"part_vi":[{"form_and_line_reference":"PART IV, SECTION D, LINE 2:","explanation":"THE TRUST PURPOSES REQUIRE THAT THE TRUST PROVIDE FINANCIAL SUPPORT TO FRUITLANDS MUSEUM, INC. THESE TRUST PURPOSES CAN NOT BE CHANGED WITHOUT A COURT ORDER."},{"form_and_line_reference":"PART IV, SECTION D, LINE 3:","explanation":"THE TRUSTEES OF THE TRUST ARE IN REGULAR CONTACT WITH THE PRESIDENT AND TREASURER OF FRUITLANDS MUSEUM, INC. REGARDING THE INVESTMENTS AND INCOME OF THE TRUST AND HOW THE INCOME OF THE TRUST MAY BE USED TO SUPPORT FRUITLANDS MUSEUM, INC."},{"form_and_line_reference":"PART IV, SECTION E, LINE 2A:","explanation":"THE TRUST'S STEWARDSHIP OF ASSETS THAT DIRECTLY SUPPORT THE OPERATIONS AND ACTIVITIES OF FRUITLANDS MUSEUM, INC. CONSTITUTED ALL OF THE TRUST'S ACTIVITIES DURING THE TAX YEAR. THE TRUST DOES NOT ENGAGE IN ANY OTHER ACTIVITIES."},{"form_and_line_reference":"PART IV, SECTION E, LINE 2B:","explanation":"FOR OVER 50 YEARS, THE TRUST HAS PROVIDED ONGOING SUPPORT TO FRUITLANDS MUSEUM, INC. THOUGH ACTIVITIES RELATED TO ITS STEWARDSHIP OF ASSETS DEDICATED TO THE MISSION OF FRUITLANDS MUSEUM, INC."}]}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":20185702,"investment_earnings_or_losses":5608,"grants_or_scholarships":233765,"administrative_expenses":78983,"end_year_balance":19878562},"current_year_minus1":{"beginning_year_balance":14663393,"investment_earnings_or_losses":6225103,"grants_or_scholarships":547911,"other_expenditures":77995,"administrative_expenses":76888,"end_year_balance":20185702},"current_year_minus2":{"beginning_year_balance":14896659,"investment_earnings_or_losses":513448,"grants_or_scholarships":610218,"other_expenditures":136496,"end_year_balance":14663393},"current_year_minus3":{"beginning_year_balance":14152208,"investment_earnings_or_losses":1502909,"grants_or_scholarships":587082,"other_expenditures":171376,"end_year_balance":14896659},"current_year_minus4":{"beginning_year_balance":9918765,"investment_earnings_or_losses":4944425,"grants_or_scholarships":534870,"other_expenditures":176112,"end_year_balance":14152208},"board_designated_eoy_percentage":0.0,"permanent_endowment_eoy_percentage":1.0,"term_endowment_eoy_percentage":0.0,"held_by_unrelated_organizations":true,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"securities":{"other_securities":[{"description":"OTHER INVESTMENTS","book_value":19878562,"method_of_valuation":"F"}],"total_book_value":19878562},"supplemental_information":[{"form_and_line_reference":"PART V, LINE 4:","explanation":"THE TRUST PURPOSES REQUIRE THAT THE TRUST PROVIDE FINANCIAL SUPPORT TO FRUITLANDS MUSEUM, INC."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":233765,"reported_domestic_org_grants_program_services":233765,"total_501c3_and_government_organizations":1,"total_other_organizations":0,"grants":[{"ein":42125003,"irc_section":"501(C)(3)","cash":233765,"noncash":0,"purpose":"ANNUAL SUPPORT FOR THE FRUITLANDS MUSEUM, INC.","address_line1":"102 PROSPECT HILL ROAD","city":"HARVARD","state":"MA","zip":"01451","name":"FRUITLANDS MUSEUM INC","address":"102 PROSPECT HILL ROAD, HARVARD, MA, 01451"}],"total_domestic_grants":233765,"total_domestic_program_services":233765,"detail_org_grants_total":233765,"detail_domestic_grants_total":233765,"grant_monitoring":{"claims_monitoring_procedures":false,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false}},"ScheduleR":{"tax_exempt_organizations":[{"ein":42125003,"business_name_line1":"FRUITLANDS MUSEUM INC","primary_activities_text":"HISTORICAL MUSEUM","exempt_code_section_text":"501(C)(3)","public_charity_status_text":"LINE 10","controlled_organization_indicator":false,"legal_domicile_state":"MA","direct_controlling_business_name_line1":"THE TRUSTEES OF RESERVATIONS","address_line1":"102 PROSPECT HILL ROAD","city":"HARVARD","state":"MA","zip":"01451","name":"FRUITLANDS MUSEUM INC","address":"102 PROSPECT HILL ROAD, HARVARD, MA, 01451"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false}},"source_xml":"202600449349300025_public.xml"},{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Provides annual support for fruitlands museums inc.","primary_activities":"Fruitlands museums inc.","year":2023,"name":"CO-TTEE UW CLARA ENDICOTT SEARS","phone":"8888663275","type":"990","principal_officer":"SAME AS ABOVE","year_formation":1960,"state_legal_domicile":"MA","tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"PO BOX 653067, DALLAS, TX, 752653067, USA","city":"DALLAS","state":"TX","country":"USA","zip_code":"752653067"},"Governance":{"501c3 determination":true,"Number of voting members":0,"Number of independent voting members":0,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":512483,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":512483,"Investment income total":451683,"Net investment gain":60800},"Other revenues":{"value":0}},"Expenses":{"value":746714,"Grant expense":{"value":610218,"Grants to domestic orgs":610218},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":114656,"Current officers":114656},"Other expenses":{"value":21840,"Legal":90,"Accounting":1250,"All other expenses":20500},"Functional Expenses":{"Program Service Expenses":610218,"Management And General Expenses":136496,"Fundraising Expenses":0}},"Assets":{"value":14663393,"Savings and temp cash investments":1727504,"Investments publicly traded":12935889},"Liabilities":{"value":0},"Fund balance":{"value":14663393},"Form990Details":{"program_service_accomplishments":[{"description":"FRUITLANDS MUSEUMS INC.","expense":610218,"grants":610218}],"functional_expense_allocations":{"current_officers_directors":{"management_and_general":114656,"total":114656},"legal_fees":{"management_and_general":90,"total":90},"accounting_fees":{"management_and_general":1250,"total":1250},"all_other_expenses":{"management_and_general":20500,"total":20500}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":false,"method_of_accounting_cash":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"SAME AS ABOVE"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":false,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"phone":"8888663275","business_name_line1":"BANK OF AMERICA NA","address_line1":"PO BOX 653067","city":"DALLAS","state":"TX","zip":"752653067"},"officers_directors_key_employees":[{"person_name":"JOHN D LAUPHEIMER JR","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOHN D LAUPHEIMER JR"},{"person_name":"FRANCIS P COOLIDGE","title":"CO-TRUSTEE","reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"FRANCIS P COOLIDGE"},{"person_name":"BANK OF AMERICA","title":"CO-TRUSTEE","reportable_comp_from_org":114656,"reportable_comp_from_related_orgs":0,"other_compensation":0,"institutional_trustee":true,"name":"BANK OF AMERICA"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_type3_nonfunctional":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":610218,"other_support_sum":0,"rows":[{"ein":42125003,"organization_type":"7","support_amount":610218,"other_support_amount":0,"governing_document_listed":true,"name":"FRUITLAND MUSEUMS INC"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type3_all_officers_close_relationship":true,"type3_all_supported_org_voice_investment":false,"type3_all_timely_provided_documents":true},"type3_nonfunctional_financials":{"adjusted_net_income":{"adjusted_gross_income":{"current_year":451358,"prior_year":422985},"depreciation_depletion":{"prior_year":0},"net_short_term_capital_gain":{"prior_year":0},"other_expenses":{"prior_year":0},"other_gross_income":{"current_year":451358,"prior_year":422985},"production_income":{"current_year":76064,"prior_year":85028},"recoveries_prior_year_distributions":{"prior_year":0},"total_adjusted_net_income":{"current_year":375294,"prior_year":337957}},"minimum_asset_amount":{"acquisition_indebtedness":{"prior_year":0},"adjusted_fmv_less_indebtedness":{"current_year":17870745,"prior_year":17786090},"average_monthly_cash_balances":{"current_year":737302,"prior_year":426083},"average_monthly_fmv_securities":{"current_year":17133443,"prior_year":17360007},"cash_deemed_charitable":{"current_year":268061,"prior_year":266791},"fmv_other_nonexempt_use_assets":{"prior_year":0},"net_value_nonexempt_use_assets":{"current_year":17602684,"prior_year":17519299},"percent_net_value_nonexempt_use_assets":{"current_year":616094,"prior_year":613175},"recoveries_prior_year_distributions":{"prior_year":0},"total_fmv_nonexempt_use_assets":{"current_year":17870745,"prior_year":17786090},"total_minimum_asset":{"current_year":616094,"prior_year":613175},"discount_claimed":0},"distributable_amount":{"adjusted_net_income":337957,"distributable_as_adjusted":613175,"greater_adjusted_minimum":613175,"income_tax_imposed_prior_year":0,"eighty_five_percent_adjusted_net_income":287263,"total_minimum_asset_distributable":613175},"distributions":{"administrative_expenses_paid":80373,"distributions_attentive_supported_orgs":0,"distributable_as_adjusted":613175,"distribution_year_ratio":0.0,"other_distributions":0,"paid_accomplish_exempt_purposes":610218,"paid_in_excess_income_activity":0,"total_annual_distributions":690591,"exempt_use_assets_acquired_paid":0,"qualified_set_aside":0},"distribution_allocations":{"current_year_applied_distributable":613175,"current_year_applied_prior_underdistributions":0,"current_year_distributable_as_adjusted":613175,"current_year_total_annual_distributions":690591,"carryover_prior_year_not_applied":0,"carryover_applied_current_year":0,"carryover_applied_prior_year":0,"excess_distribution_carryover_next_year":77416,"excess_distribution":77416,"excess_distribution_carryover_year1":0,"excess_distribution_carryover_year2":0,"excess_distribution_carryover_year3":0,"excess_distribution_carryover_year4":0,"excess_distribution_carryover_year5":0,"excess_from_year1":77416,"excess_from_year2":0,"excess_from_year3":0,"excess_from_year4":0,"excess_from_year5":0,"remaining_underdistribution_current_year":0,"remaining_underdistribution_prior_year":0,"total_excess_distribution_carryover":0,"underdistributions":0}}},"ScheduleB":{"attached":false,"required":false},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":610218,"reported_domestic_org_grants_program_services":610218,"grants":[{"ein":42125003,"cash":610218,"purpose":"ANNUAL SUPPORT FOR THE FRUITLAND MUSEUMS INC.","valuation_method":"FMV","address_line1":"102 PROSPECT HILL RD","city":"HARVARD","state":"MA","zip":"014511348","name":"FRUITLANDS MUSEUMS INC","address":"102 PROSPECT HILL RD, HARVARD, MA, 014511348"}],"total_domestic_grants":610218,"total_domestic_program_services":610218,"detail_org_grants_total":610218,"detail_domestic_grants_total":610218,"supplemental_information":[{"form_and_line_reference":"EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2","explanation":"ANNUAL STATEMENT"}],"grant_monitoring":{"claims_monitoring_procedures":true,"requires_financial_reports":true,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":true,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false,"monitoring_description":"ANNUAL STATEMENT","form_and_line_reference":"EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2"}},"source_xml":"202441229349300904_public.xml"}],"Latest":{"Organization":{"Hours":[0],"Total Compensation":[0],"Direct compensation":[0],"Other compensation":[0]},"Basic":{"mission":"Provide annual support for fruitlands museum, inc.","primary_activities":"Provide annual support for fruitlands museum, inc.","year":2024,"name":"CO-TTEE UW CLARA ENDICOTT SEARS","phone":"9789211944","type":"990","principal_officer":"JOHN LAUPHEIMER","year_formation":1960,"state_legal_domicile":"MA","total_volunteers":3,"tax_period_begin":"2025-01-01T00:00:00","tax_period_end":"2025-03-31T00:00:00","address":"200 HIGH STREET 4TH FLOOR, BOSTON, MA, 02110, USA","city":"BOSTON","state":"MA","country":"USA","zip_code":"02110"},"Governance":{"501c3 determination":true,"Number of voting members":3,"Number of independent voting members":3,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":0,"Prohibited tax shelter transactions":false,"Taxable party notification":false,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":false,"Delegation of management duties":false,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":false,"Compensation process for other employees":false,"Changes to organizing documents":false,"Material diversion or misuse":false,"Members or stockholders":false,"Election of board members":false,"Decisions subject to approval":false,"Minutes of governing body":true,"Local chapters":false,"Form 990 provided to governing body":true,"Document retention policy":false,"Investment in joint venture":false,"Independent audit financial statements":false,"Consolidated audit financial statements":false,"Accountant compile or review":false,"Financial statements audited by independent accountant":false,"Federal grant audit required":false,"Political activities":false,"Donor advised funds":false,"Conservation easements":false,"Collections of art":false,"School":false,"Hospital":false,"Foreign activities":false,"Foreign office":false,"Gaming":false,"Fundraising activities":false,"Professional fundraising":false,"Loan to officer or DQP":false,"Grant to related person":false,"Business relationship through family member":false,"Business relationship with organization":false,"Transfers to exempt non-charitable organization":false},"Revenues":{"value":-43823,"Contributions":{"value":0},"Program revenue":{"value":0},"Investment income":{"value":-43823,"Investment income total":20700,"Net investment gain":-64523},"Other revenues":{"value":0}},"Expenses":{"value":312748,"Grant expense":{"value":233765,"Grants to domestic orgs":233765},"Total professional fundraising expense":{"value":0},"Benefits paid to members":{"value":0},"Salaries":{"value":0},"Other expenses":{"value":78983,"Investment management fees":78983},"Functional Expenses":{"Program Service Expenses":233765,"Management And General Expenses":78983,"Fundraising Expenses":0}},"Assets":{"value":19878562,"Investments other":19878562},"Liabilities":{"value":0},"Fund balance":{"value":19878562},"Form990Details":{"program_service_accomplishments":[{"description":"PROVIDE ANNUAL SUPPORT FOR FRUITLANDS MUSEUM, INC.","expense":233765,"grants":233765}],"functional_expense_allocations":{"investment_management_fees":{"management_and_general":78983,"total":78983}},"tax_and_disclosure_flags":{"activities_conducted_through_partnership":false,"foreign_financial_account":false,"lobbying_activities":false,"deductible_non_cash_contributions":false,"deductible_contributions_of_art":false,"donor_restricted_or_quasi_endowments":true,"method_of_accounting_accrual":true,"schedule_o_part_vi":true,"schedule_o_part_xi":true},"principal_officer_detail":{"person_name":"JOHN LAUPHEIMER"},"audit_financial_statement_detail":{"accountant_compile_or_review":false,"federal_grant_audit_required":false},"related_party_due_diligence":{"business_relationship_with_35_controlled_entity":false,"officer_mailing_address":false,"related_entity":true,"related_org_controlled_entity":false,"compensation_from_other_sources":false,"excess_benefit_transaction":false,"annual_disclosure_covered_persons":true},"grant_due_diligence":{"grants_to_organizations":true,"grants_to_individuals":false,"more_than_5000_to_organizations":false,"more_than_5000_to_individuals":false},"books_in_care_of_detail":{"person_name":"SARAH HUDSON","phone":"9783381158","address_line1":"200 HIGH STREET 4TH FLOOR","city":"BOSTON","state":"MA","zip":"02110"},"officers_directors_key_employees":[{"person_name":"JOHN D LAUPHEIMER JR","title":"CO-TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"JOHN D LAUPHEIMER JR"},{"person_name":"ANDREW O DAVIS","title":"CO-TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"ANDREW O DAVIS"},{"person_name":"ANGUS WEST","title":"CO-TRUSTEE","average_hours_per_week":1.0,"average_hours_per_week_related_org":0.0,"reportable_comp_from_org":0,"reportable_comp_from_related_orgs":0,"other_compensation":0,"individual_trustee_or_director":true,"name":"ANGUS WEST"}]},"ScheduleA":{"public_charity_status":{"supporting_organization_509a3":true,"supporting_org_509a3_type3_functionally_integrated":true},"supported_organizations":{"total_supported_organizations":1,"supported_organizations_count":1,"sum_of_amounts":233765,"other_support_sum":0,"rows":[{"ein":42125003,"organization_type":"10","support_amount":233765,"other_support_amount":0,"governing_document_listed":true,"name":"FRUITLANDS MUSEUM INC"}]},"supporting_organization_tests":{"contribution_35_controlled":false,"contribution_controller":false,"contribution_family":false,"controlled_by_disqualified_person":false,"disqualified_person_controlling_interest":false,"disqualified_person_ownership_interest":false,"excess_business_holdings_rules":false,"listed_by_name_governing_doc":true,"loan_disqualified_person":false,"organization_change_supported_org":false,"payment_substantial_contributor":false,"support_non_supported_org":false,"supported_org_not_organized_us":false,"supported_org_section_c456":false,"supporting_org_no_irs_determination":false,"type3_all_officers_close_relationship":false,"type3_all_supported_org_voice_investment":true,"type3_all_timely_provided_documents":true,"type3_functionally_integrated_activities_engaged":true,"type3_functionally_integrated_activities_further_purposes":true,"type3_functionally_integrated_activities_test":true},"supplemental_information":{"part_vi":[{"form_and_line_reference":"PART IV, SECTION D, LINE 2:","explanation":"THE TRUST PURPOSES REQUIRE THAT THE TRUST PROVIDE FINANCIAL SUPPORT TO FRUITLANDS MUSEUM, INC. THESE TRUST PURPOSES CAN NOT BE CHANGED WITHOUT A COURT ORDER."},{"form_and_line_reference":"PART IV, SECTION D, LINE 3:","explanation":"THE TRUSTEES OF THE TRUST ARE IN REGULAR CONTACT WITH THE PRESIDENT AND TREASURER OF FRUITLANDS MUSEUM, INC. REGARDING THE INVESTMENTS AND INCOME OF THE TRUST AND HOW THE INCOME OF THE TRUST MAY BE USED TO SUPPORT FRUITLANDS MUSEUM, INC."},{"form_and_line_reference":"PART IV, SECTION E, LINE 2A:","explanation":"THE TRUST'S STEWARDSHIP OF ASSETS THAT DIRECTLY SUPPORT THE OPERATIONS AND ACTIVITIES OF FRUITLANDS MUSEUM, INC. CONSTITUTED ALL OF THE TRUST'S ACTIVITIES DURING THE TAX YEAR. THE TRUST DOES NOT ENGAGE IN ANY OTHER ACTIVITIES."},{"form_and_line_reference":"PART IV, SECTION E, LINE 2B:","explanation":"FOR OVER 50 YEARS, THE TRUST HAS PROVIDED ONGOING SUPPORT TO FRUITLANDS MUSEUM, INC. THOUGH ACTIVITIES RELATED TO ITS STEWARDSHIP OF ASSETS DEDICATED TO THE MISSION OF FRUITLANDS MUSEUM, INC."}]}},"ScheduleB":{"attached":false,"required":false},"ScheduleD":{"endowment_funds":{"current_year":{"beginning_year_balance":20185702,"investment_earnings_or_losses":5608,"grants_or_scholarships":233765,"administrative_expenses":78983,"end_year_balance":19878562},"current_year_minus1":{"beginning_year_balance":14663393,"investment_earnings_or_losses":6225103,"grants_or_scholarships":547911,"other_expenditures":77995,"administrative_expenses":76888,"end_year_balance":20185702},"current_year_minus2":{"beginning_year_balance":14896659,"investment_earnings_or_losses":513448,"grants_or_scholarships":610218,"other_expenditures":136496,"end_year_balance":14663393},"current_year_minus3":{"beginning_year_balance":14152208,"investment_earnings_or_losses":1502909,"grants_or_scholarships":587082,"other_expenditures":171376,"end_year_balance":14896659},"current_year_minus4":{"beginning_year_balance":9918765,"investment_earnings_or_losses":4944425,"grants_or_scholarships":534870,"other_expenditures":176112,"end_year_balance":14152208},"board_designated_eoy_percentage":0.0,"permanent_endowment_eoy_percentage":1.0,"term_endowment_eoy_percentage":0.0,"held_by_unrelated_organizations":true,"held_by_related_organizations":false},"land_buildings_equipment":{"total_book_value":0},"securities":{"other_securities":[{"description":"OTHER INVESTMENTS","book_value":19878562,"method_of_valuation":"F"}],"total_book_value":19878562},"supplemental_information":[{"form_and_line_reference":"PART V, LINE 4:","explanation":"THE TRUST PURPOSES REQUIRE THAT THE TRUST PROVIDE FINANCIAL SUPPORT TO FRUITLANDS MUSEUM, INC."}]},"ScheduleI":{"grant_records_maintained":true,"reported_domestic_org_grants":233765,"reported_domestic_org_grants_program_services":233765,"total_501c3_and_government_organizations":1,"total_other_organizations":0,"grants":[{"ein":42125003,"irc_section":"501(C)(3)","cash":233765,"noncash":0,"purpose":"ANNUAL SUPPORT FOR THE FRUITLANDS MUSEUM, INC.","address_line1":"102 PROSPECT HILL ROAD","city":"HARVARD","state":"MA","zip":"01451","name":"FRUITLANDS MUSEUM INC","address":"102 PROSPECT HILL ROAD, HARVARD, MA, 01451"}],"total_domestic_grants":233765,"total_domestic_program_services":233765,"detail_org_grants_total":233765,"detail_domestic_grants_total":233765,"grant_monitoring":{"claims_monitoring_procedures":false,"requires_financial_reports":false,"requires_narrative_reports":false,"conducts_site_visits":false,"conducts_field_audits":false,"requires_grant_agreements":false,"may_suspend_future_funding":false,"may_require_repayment":false}},"ScheduleR":{"tax_exempt_organizations":[{"ein":42125003,"business_name_line1":"FRUITLANDS MUSEUM INC","primary_activities_text":"HISTORICAL MUSEUM","exempt_code_section_text":"501(C)(3)","public_charity_status_text":"LINE 10","controlled_organization_indicator":false,"legal_domicile_state":"MA","direct_controlling_business_name_line1":"THE TRUSTEES OF RESERVATIONS","address_line1":"102 PROSPECT HILL ROAD","city":"HARVARD","state":"MA","zip":"01451","name":"FRUITLANDS MUSEUM INC","address":"102 PROSPECT HILL ROAD, HARVARD, MA, 01451"}],"transaction_flags":{"dividends_from_related_organization_indicator":false,"gift_grant_or_capital_contribution_from_other_org":false,"gift_grant_or_capital_contribution_to_other_org":true,"loans_or_guarantees_from_other_org":false,"loans_or_guarantees_to_other_org":false,"performance_of_services_by_other_orgs":false,"performance_of_services_for_other_orgs":false,"sharing_of_facilities":false,"sharing_of_paid_employees":false,"reimbursement_paid_by_other_org":false,"reimbursement_paid_to_other_org":false,"rental_of_facilities_from_other_orgs":false,"rental_of_facilities_to_other_orgs":false,"purchase_of_assets_from_other_org":false,"sale_of_assets_to_other_org":false,"exchange_of_assets":false,"receipt_of_interest_annuities_rents_royalties":false,"other_transfer_from_other_org":false,"other_transfer_to_other_org":false}},"Ratings":{"Mission Deployment Rate":{"score":0.7683753512322308},"Program Expense Ratio":{"score":0.7474548198549631},"Fundraising Efficiency":{"score":null,"percentile":null},"Filing Consistency Score":{"score":1.0},"Grant Itemization Coverage":{"score":1.0},"Independent Voting Board Pct":{"score":1.0},"Operating Margin":{"score":-8.136617757798417,"percentile":0.023045913741743296},"Operating Reserve Ratio":{"score":63.560956424981136,"percentile":0.982943912297215},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.8056604925352309},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.022682726529429736,"percentile":0.28391049727497375},"Revenue Growth":{"score":0.009112293066303545,"percentile":0.3991311657394396},"Asset Growth":{"score":0.07479672647673274,"percentile":0.6167404497924439},"Foreign Oversight Score":{"score":null},"Major-Donor Itemization":{"score":null},"Related-Party Transparency":{"score":null},"Pay-Setting Controls":{"score":1.0,"weight":5,"atoms":{"Compensation committee":{"value":true},"Independent compensation consultant":{"value":true},"Form 990 of other organizations reviewed":{"value":true},"Written employment contract":{"value":true},"Compensation survey or study":{"value":true},"Board or committee approval":{"value":true}}},"Governance Policy Score":{"score":0.4444444444444444,"weight":5,"atoms":{"Conflict of interest policy":{"value":true},"Whistle blower policy":{"value":true},"Document retention policy":{"value":false},"Compensation process for CEO":{"value":false},"Compensation process for other employees":{"value":false},"Form 990 provided to governing body":{"value":true},"Minutes of governing body":{"value":true},"Audit committee":{"value":false},"Independent audit financial statements":{"value":false}}},"Categories":{"Financial Efficiency":{"score":0.7615903140287926,"weight":45},"Transparency & Controls":{"score":1.0,"weight":20},"Accountability":{"score":0.7685185185185185,"weight":14},"Sustainability":{"score":0.4473605237660322,"weight":13},"Growth":{"score":0.3965647551642541,"weight":8}},"Overall Score":{"score":0.7401902824082738,"percentile":0.46683174389591536}},"source_xml":"202600449349300025_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}