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Trustees of Reservations

 200 High Street, 4th Floor
 Boston, MA 02110
[P] (617) 542-7696
[F] --
Grace Fauver
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 Printable Profile (Summary / Full)
EIN 04-2105780

LAST UPDATED: 08/10/2018
Organization DBA The Trustees of Reservations
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years Yes



Mission StatementMORE »

Founded in 1891, The Trustees of Reservations (The Trustees) is a member-supported nonprofit conservation organization that preserves, for public use and enjoyment, properties of exceptional scenic, historic, and ecological value in Massachusetts and works to protect special places across the state.


Mission Statement

Founded in 1891, The Trustees of Reservations (The Trustees) is a member-supported nonprofit conservation organization that preserves, for public use and enjoyment, properties of exceptional scenic, historic, and ecological value in Massachusetts and works to protect special places across the state.


FinancialsMORE »

Fiscal Year Apr 01, 2018 to Mar 31, 2019
Projected Income $33,197,000.00
Projected Expense $33,124,000.00

ProgramsMORE »

  • Boston Youth Conservation Corps
  • Land Conservation

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

Founded in 1891, The Trustees of Reservations (The Trustees) is a member-supported nonprofit conservation organization that preserves, for public use and enjoyment, properties of exceptional scenic, historic, and ecological value in Massachusetts and works to protect special places across the state.


Background Statement

Founded in 1891 by Charles Eliot, a protégé of renowned landscape architect Frederick Law Olmsted, The Trustees of Reservations is the nation’s oldest statewide conservation and historic preservation organization. As the nation’s first statewide land trust, The Trustees became the model for similar organizations throughout the United States and the world, beginning in 1895 with the British National Trust. Since then, The Trustees has worked to save the best of the Massachusetts landscape for people to enjoy. 

Impact Statement

The Trustees work to conserve the natural, cultural, and historic character of Massachusetts’ communities, by ownership of 116 reservations on 26,000 acres and protection of another 20,000 acres with conservation restrictions. These properties are tremendously diverse and offer something for everyone, from mountains and hilltops to working farms and gardens, miles of coastline to stately homes, including five National Historic Landmarks, a National Natural Landmark, seven National Register properties, three Massachusetts Archaeological Landmarks, and one gold rated, LEED-certified green building. Most of these properties have rich archival and artifact collections that provide a cultural history of the Massachusetts landscape. The properties include nine museum houses, seven working community farms, spectacular beaches, and many designed landscapes and gardens.
The Trustees serve more than 2 million visitors each year and have 50,000 member households. Based on a strategic commitment to reach out to the public, The Trustees are working to engage people in creating healthy, active, and green communities, with a new emphasis on encouraging sustainable agriculture, actively reaching out to young people, and making connections with urban communities and diverse populations.

Needs Statement

The Trustees of Reservations needs funding to support all areas of the organization’s mission, in particular for:
· Acquisition and protection of regionally and nationally significant conservation land, farm land, and cultural resources throughout Massachusetts
· Care and stewardship of land, farms, and cultural resources to a high standard for people to visit, appreciate, learn from, and enjoy
· Outreach and educational programs, in particular for underserved populations and youth
· Operation of working community farms, agricultural properties, and agricultural education programs
· Ecological stewardship of a diverse array of environmentally significant properties, including many miles of coastline offering habitat for endangered shorebirds and other wildlife


CEO Statement


Board Chair Statement


Geographic Area Served

In a specific U.S. city, cities, state(s) and/or region.

Organization Categories

  1. Environment - Natural Resources Conservation & Protection
  2. Arts,Culture & Humanities - Historical Societies & Historic Preservation
  3. Food, Agriculture & Nutrition - Farmland Preservation

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)



Boston Youth Conservation Corps

The Trustees of Reservations operates Youth Conservation Corps (YCC) programs in the Greater Boston area to provide young people aged 15 to 19 with extraordinary employment and educational opportunities in conservation and agriculture. Participants are primarily from urban areas and many are from low-income neighborhoods. Our goal is to grow the next generation of conservationists by providing youth with paid summer jobs, enabling them to develop vocational skills and contribute positively to conservation and agricultural work. For many of them, YCC provides their first job and sets the stage for their future educational and career aspirations, by giving them both real experience and exposure to new work and school options. Program leaders mentor participants so they gain as much as possible from their experience and start on a positive trajectory. The program has a variety of impacts—participants acquire job skills, develop leadership qualities, become environmental stewards, learn about the benefits of local agriculture, and discover new vocational and educational paths.

Budget  $378,000.00
Category  Youth Development, General/Other Youth Leadership
Population Served Adolescents Only (13-19 years)
Program Short-Term Success 

In the short term, The Trustees’ Youth Conservation Corps has positive effects on participant’s behaviors, attitudes, knowledge, skills, and job readiness. Out in the field, the program has tangible conservation stewardship and agricultural results on Trustees’ reservations, as well as the properties of partner agencies and towns where the youth corps operates.

Program Long-Term Success 

Over the long term, the Youth Conservation Corps helps participants develop a positive track record of work experience, positive attitudes, and real-world achievement in the fields of conservation and agriculture, which helps them in their future education and careers, whether in conservation, agriculture, or other fields. Over the long term, at least five alumni have been hired by The Trustees as seasonal employees, with one who has become a full-time staff member and worked with us for the past five years. Many alumni have chosen environmental and natural resource majors for college and two youth have been accepted into a year-long Youth Environmental Leadership program.

Program Success Monitored By 

We monitor the success of the Youth Conservation Corps by a variety of methods, including: the tangible results in the field; number of hours worked; amount of food grown and harvested; supervisors’ evaluation of participants work, attitudes, and behaviors; pre- and post-program surveys; tracking of participants after the program through reunion events and a Facebook page; and informal long-term tracking of some participants as they continue on to further education and jobs.

Examples of Program Success 

In 2012, the youth corps:

- Completed over 12,600 hours of work

- Grew more than 10,800 pounds of fresh produce

- Staffed three farmers markets located in Boston and New Bedford

- Cleared and maintained more than 18 miles of hiking trails and stone walls

- Removed a huge volume of invasive species from properties, lakes, and rivers

- Planted 45 trees and inventoried 900 trees 

- Hosted educational farm visits and tours for 90 children from YMCAs and Boys & Girls Clubs


In 2012 post-program surveys showed that:

- 92 percent said they had a good understanding of the natural environment in their area

- 86 percent felt they knew how to care for the plants, trees, and natural spaces in their neighborhood

- 92 percent felt that they had good work habits

- 92 percent had a positive view of their future education and work opportunities

- 92 percent said that they learned new skills

- 88 percent reported that they had developed leadership skills, including relating to people with different backgrounds

Land Conservation

The Trustees of Reservations protects more than 46,000 acres of land, through ownership of 26,000 acres in 116 reservations throughout Massachusetts open to the public and through conservation restrictions protecting another 20,000 acres. Finding, preserving, protecting, monitoring, and caring for these properties takes a dedicated staff, including a broad range of highly trained professionals with expertise in conservation, land management, agriculture, ecology, cultural resources, and historic resource preservation. These staff multiply the effect of their work with many highly talented and enthusiastic volunteers who help them accomplish their land conservation and protection efforts. 


Budget  $1,437,000.00
Category  Environment, General/Other
Population Served General/Unspecified
Program Short-Term Success 

In fiscal year 2012, The Trustees of Reservations protected, or assisted in the protection of, 38 properties involving 521 acres of land; 157 acres acquired in fee, 109 acres by conservation restriction, and 255 acres protected via conservation-assistance projects. Over the past five years, The Trustees have completed 152 conservation projects involving 12,984 acres, which is an average of 2,597 acres a year.

Program Long-Term Success 
Program Success Monitored By 
Examples of Program Success 

CEO/Executive Director/Board Comments



CEO/Executive Director Ms. Barbara J. Erickson
CEO Term Start July 2012
CEO Email
CEO Experience

Barbara J. Erickson joined The Trustees of Reservations as President & CEO in July 2012. A former Boston resident, avid explorer, passionate conservationist and accomplished nonprofit business leader, Barbara comes to The Trustees at an exciting time as the 125-year-old statewide conservation and historic preservation organization strives to build upon its legacy and accomplishments to engage more people, supporters, and partners in its mission.


Formerly a Vice President at Save the Children, a leading international nonprofit, Erickson was responsible for leading the organization’s fundraising and engagement functions, raising a record $200 million in philanthropic revenues in 2011. Before that, she served as Chief Development Officer at Boston-based Earthwatch Institute, the world’s premier environmental volunteer organization. During her tenure there, she spearheaded the diversification of the organization’s revenue and funding streams resulting in rapid growth, oversaw volunteer engagement and external affairs, and served as primary strategic advisor to the CEO.


Erickson’s many accomplishments have consistently resulted in strategic growth and increased mission impact for the organizations in which she has worked. Prior to Save the Children and Earthwatch, she served as Vice President of Business Development at Bank of America and its predecessor FleetBoston Financial. Before that, she held senior development positions at large nonprofits like the Boys & Girls Clubs and American Cancer Society, as well at the Massachusetts Eye and Ear Infirmary, one of Harvard Medical School’s premier teaching hospitals.


Erickson’s lifelong love for the outdoors and appreciation for conservation were fostered as a child while growing up on a ranch in Wyoming where she went on frequent hiking and camping trips with her family. After becoming a Boston resident in 2001, she fell in love with Massachusetts’ rich diversity of recreational and cultural resources, many of which are Trustees properties, and developed an even deeper passion for the need to protect iconic landscapes and landmarks.


As a mother of two young children, Erickson feels more strongly than ever that our society needs to reinvigorate its love of the outdoors and combat nature-deficit disorder and inspire an increased sense of community and connection to place. A believer in strong communities, Erickson has been an advisor to the Conference Board’s Corporate Citizenship Council and the Brookings Institution Corporate Volunteerism Initiative.

Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
Mr. Andrew W. Kendall 2000 Dec 2012

Senior Staff

Name Title Experience/Biography
-- -- --


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
Land Trust Alliance 2010



CEO/Executive Director/Board Comments


Foundation Comments


Staff Information

Number of Full Time Staff 184
Number of Part Time Staff 76
Number of Volunteers 2,187
Number of Contract Staff 457
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 7
Asian American/Pacific Islander: 11
Caucasian: 564
Hispanic/Latino: 6
Native American/American Indian: 0
Other: 39
Other (if specified): Two or more ethnicities or unspecified
Gender Female: 385
Male: 320
Not Specified 5

Plans & Policies

Organization has Fundraising Plan? No
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan --
Business Continuity of Operations Plan --
Organization Policies And Procedures No
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy Yes
Directors and Officers Insurance Policy --
State Charitable Solicitations Permit --
State Registration --

Risk Management Provisions


Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually


Board Chair Mr. Peter \ Coffin
Board Chair Company Affiliation Breckinridge Capital Advisors, Inc.
Board Chair Term Sept 2017 - Sept 2020
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Amy L. Auerbach Boston Children's Museum Voting
Mr. Clement Benenson Community Volunteer Voting
Peter B. Coffin Breckinridge Capital Advisors, Inc. --
William G. Constable A. W. Perry, Inc. Voting
Karen S Conway Registered Architect in Massachusetts --
Paula V. Cortes Cortes Associates Voting
David D. Croll MC Partners --
Andrew O. Davis Overall Capital Partners Voting
Elizabeth de Montrichard Volunteer --
Dr. Uzochi C. Erlingsson Harvard Medical School --
Jeffrey B. Fager CBS News Voting
David R. Foster Harvard Forest and Harvard University Voting
Thomas D French McKinsey & Company --
Roland Hoch Global Organics Ltd. --
Elizabeth L. Johnson Community volunteer --
Brian M. Kinney BMK Investments Voting
Mr. Edward Ladd Community Volunteer Voting
Robert Mason Project 11 --
W. Hugh M. Morton Retired attorney Voting
Eunice J. Panetta Private Investor Voting
Michael T. Prior ATN International, Inc. --
Cyrus Taraporevala Fidelity Investments Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 1
Caucasian: 20
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 7
Male: 15
Not Specified 0

Board Information

Board Term Lengths 3
Board Term Limits 3
Board Meeting Attendance % 77%
Written Board Selection Criteria No
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 100%
Percentage of In-Kind Contributions --
Constituency Includes Client Representation No

Standing Committees


CEO/Executive Director/Board Comments


Foundation Comments



Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $38,492,166 $31,722,613 $32,160,862
Total Expenses $33,301,945 $28,826,961 $25,780,349

Prior Three Years Revenue Sources

Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
-- -- --
Government Contributions $398,903 $261,832 $198,832
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $398,903 $261,832 $198,832
Individual Contributions $15,311,163 $5,846,601 $6,152,632
Indirect Public Support -- -- --
Earned Revenue $7,485,341 $5,721,924 $3,695,038
Investment Income, Net of Losses $9,464,529 $10,947,650 $13,888,301
Membership Dues $4,388,065 $4,212,873 $4,031,587
Special Events $-774,835 $39,077 $33,872
Revenue In-Kind -- -- --
Other $2,219,000 $4,692,656 $4,160,600

Prior Three Years Expense Allocations

Fiscal Year 2017 2016 2015
Program Expense $25,878,320 $18,678,930 $17,574,727
Administration Expense $3,773,245 $6,412,548 $5,707,182
Fundraising Expense $3,650,380 $3,735,483 $2,498,440
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.16 1.10 1.25
Program Expense/Total Expenses 78% 65% 68%
Fundraising Expense/Contributed Revenue 24% 61% 39%

Prior Three Years Assets and Liabilities

Fiscal Year 2017 2016 2015
Total Assets $269,737,095 $255,923,973 $264,379,791
Current Assets $16,447,551 $16,790,897 $18,875,165
Long-Term Liabilities $1,719,311 $1,358,392 $1,331,794
Current Liabilities $3,112,749 $3,444,477 $3,520,903
Total Net Assets $264,905,035 $251,121,104 $259,527,094

Prior Three Years Top Three Funding Sources

Fiscal Year 2017 2016 2015
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value $140,887,000.00
Spending Policy --
Percentage(If selected) --
Credit Line Yes
Reserve Fund Yes
How many months does reserve cover? --

Capital Campaign

Are you currently in a Capital Campaign? Yes
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 5.28 4.87 5.36

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 1% 1% 1%

CEO/Executive Director/Board Comments


Foundation Comments

Financial summary data in the charts and graphs above are per the organization's IRS Form 990s.  Contributions from foundations and corporations are listed under individuals when the breakout was not available.


Other Documents

No Other Documents currently available.


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