2024-02-13T15:17:41-06:00 2023-06-30 030210880 AM PEISCH & COMPANY LLP 24 AIRPORT ROAD SUITE 402 WEST LEBANON NH 037841663 990 2022-07-01 020387997 UPPER VALLEY LAND TRUST INC UPPE 6036436626 19 BUCK ROAD HANOVER NH 03755 JEANIE MCINTYRE PRESIDENT 6036436626 2024-01-26 1 JEANIE MCINTYRE 999009999 1 MANDY C GILES CPA P01204048 6033060100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEANIE MCINTYRE 19 BUCK ROAD HANOVER NH 03755 3420439 0 X WWW.UVLT.ORG X 1987 NH LAND CONSERVATION 14 14 14 77 29685 24621 3429460 2195517 47918 168282 156107 204514 609810 32860 4243295 2601173 0 0 0 0 761482 864955 0 0 67661 1562320 856542 2323802 1721497 1919493 879676 20149822 21654624 197712 268319 19952110 21386305 X THE UPPER VALLEY LAND TRUST HELPS PEOPLE CONSERVE LAND. UVLT PROVIDES CONSERVATION LEADERSHIP, TOOLS AND EXPERTISE TO PERMANENTLY PROTECT WORKING FARMS, FORESTED RIDGES, WILDLIFE HABITAT, WATER RESOURCES, TRAILS AND SCENIC LANDSCAPES. SEE CONTINUATION ON SCHEDULE O.OUR CONSERVATION PROJECTS SECURE AND SUSTAIN THE MIXTURE OF LAND USES SO CRITICAL TO THE VITALITY AND IDENTITY OF THE UPPER VALLEY REGION. 0 0 817633 168282 LAND CONSERVATION: WE WORK WITH LOCAL CONSERVATION COMMISSIONS, VOLUNTEERS AND PARTNERS TO IDENTIFY AND PRIORITIZE LAND CONSERVATION OPPORTUNITIES. OUR CONSERVATION TRANSACTIONS INCLUDE DONATED CONSERVATION AGREEMENTS AND PURCHASES, LAND RECEIVED THROUGH BEQUESTS OR BOUGHT OUTRIGHT. WE PROVIDE TECHNICAL ASSISTANCE AND CONSERVATION SOLUTIONS FOR LANDOWNERS. WE HOLD PERMANENT RESTRICTIONS (CONSERVATION EASEMENTS OR FEE TITLE) TO CONSERVE KEY PROPERTIES FOREVER. 409168 CONSERVATION EASEMENT AND LAND STEWARDSHIP: WE UPHOLD CONSERVATION PROTECTIONS ON PERMANENTLY-CONSERVED PARCELS OF LAND. WE PROTECT THE CONSERVATION INTERESTS ENTRUSTED TO US THROUGH STRONG RELATIONSHIPS WITH LANDOWNERS AND REGULAR INSPECTIONS OF ALL PROTECTED LANDS. LAND MANAGEMENT AND USE OF FEE-OWNED LANDS ARE GEARED, WHERE APPROPRIATE, TOWARD PROVIDING PUBLIC ACCESS AND CREATING EDUCATIONAL OPPORTUNITIES. WE MAINTAIN TRAILS AND CAMPSITES AND OWN SEVERAL NATURAL AREAS. 172559 CONSERVATION EDUCATION: THROUGH PUBLICATIONS, EVENTS, AND OUTDOOR PROGRAMS, WE EDUCATE, EMPOWER, MOTIVATE, AND INSPIRE PEOPLE TO SUPPORT LAND CONSERVATION AND STEWARDSHIP BY VOLUNTARY ACTION. WE ENGAGE PRIVATE AND PUBLIC SUPPORT AND BUILD PARTNERSHIPS TO CARRY OUT CONSERVATION TRANSACTIONS. WE ENCOURAGE CIVIC PARTICIPATION IN CONSERVATION STRATEGIES AND PRIORITIES. WE ENCOURAGE PEOPLE TO ENJOY AND CARE FOR OPEN SPACE AND NATURAL RESOURCES. 1399360 1 1 0 0 0 0 1 0 1 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 1 25 0 14 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X JEANIE MCINTYRE 6036436626 19 BUCK ROAD HANOVER NH 03755 JOHN GERSTMAYR TRUSTEE 2.00 X 0 0 0 CHRIS NESBITT TRUSTEE 3.00 X 0 0 0 STAN WILLIAMS CHAIR 0.50 X X 0 0 0 DEBBIE KLENE TRUSTEE 2.00 X 0 0 0 ALLAN WIEMAN VICE CHAIR 2.50 X X 0 0 0 PATTY ARMSTRONG SECRETARY 1.00 X X 0 0 0 KENDALL HOYT TRUSTEE 1.00 X 0 0 0 ERNST OIDTMANN TRUSTEE 1.50 X 0 0 0 LYNNE PARSHALL TRUSTEE 1.00 X 0 0 0 GORDON RICHARDSON TRUSTEE 1.00 X 0 0 0 STEVE TAYLOR TRUSTEE 1.00 X 0 0 0 RENEE VEBELL TRUSTEE 2.00 X 0 0 0 HARRY PEASE TREASURER 1.00 X X 0 0 0 CHRISTIE HEDGES TRUSTEE 2.00 X 0 0 0 JEANIE MCINTYRE EXECUTIVE DIRECTOR 40.00 X 87775 0 16954 87775 0 16954 0 0 0 0 0 364650 1830867 766975 2195517 CONSERVATION CONSULTIN 541610 168282 168282 168282 206914 206914 95663 73302 93249 43617 2414 29685 32099 29685 2414 300000 380000 300000 382400 0 -2400 -2400 -2400 MISCELLANEOUS 900099 761 761 761 2601173 169043 29685 206928 112320 48612 40561 23147 589441 448818 131119 9504 23025 16302 5641 1082 89075 63065 21823 4187 51094 36175 12518 2401 20678 14822 3580 2276 19318 13847 3345 2126 4144 2970 719 455 22744 16303 3938 2503 42031 35881 6150 19266 17305 988 973 19739 13988 4830 921 9113 9040 61 12 910 875 29 6 2762 1957 676 129 23606 16728 5778 1100 34247 24270 8381 1596 CONSERVATION EASEMENT P 563105 563105 PROPERTY TAXES 24143 24143 PRINTING AND PUBLICATIO 22244 14110 232 7902 DUES & SUBSCRIPTIONS 11717 9021 2033 663 16775 8023 8224 528 1721497 1399360 254476 67661 2113 181865 2151657 2585398 92318 4844 4652 4652 569 569 10417327 466058 9690856 9951269 7358858 8087717 218735 201841 630064 636469 20149822 21654624 94038 76901 23101 122751 80573 68667 197712 268319 X 3167755 2965956 16784355 18420349 19952110 21386305 20149822 21654624 879676 554519 0 X X 0 1 X 1 0 X 3081082 2865918 2554910 3429460 2195517 14126887 3081082 2865918 2554910 3429460 2195517 14126887 14126887 100445 105199 129525 156107 206914 698190 54385 108900 36826 436 761 201308 15026385 580483 0.94010 0.95150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 515 51516.23 1 2 1 1891.00 169388 0 0 7277574 296460 723852 300000 7997886 7454902 866968 -907488 136808 7277574 5879887 1575015 7454902 5457269 96585 326033 5879887 4373483 798588 285198 5457269 0.11000 0.69000 0.20000 1 0 8521897 8521897 557267 300785 256482 1338163 165273 1172890 9951269 3316232 554519 554519 2761713 -160540 -160540 2601173 1882037 160540 160540 1721497 0 1721497 PART II, LINE 3: THE WHITCOMB FARM CONSERVATION EASEMENT CO-HELD BY THE VERMONT HOUSING & CONSERVATION BOARD, THE VERMONT DEPARTMENT OF AGRICULTURE, FOOD AND MARKETS AND THE UPPER VALLEY LAND TRUST WAS AMENDED. THIS EASEMENT WAS NOT CONVEYED CHARITABLY; IT WAS PURCHASED FOR FAIR MARKET VALUE IN 2001 WITH PUBLIC AGENCY FUNDS PROVIDED BY THE CO-HOLDERS. THE PARTIES AGREED TO AN AMENDMENT TO PROVIDE GREATER PROTECTION FOR WATER RESOURCES BY DESIGNATING 50-FOOT VEGETATED BUFFERS THE FULL LENGTH OF RUSSELL BROOK AND THE WHITE RIVER, THUS REMOVING 5.5 ACRES FROM ACTIVE AGRICULTURAL USE. THE DISTURBED SITE OF A FORMER RESIDENCE DESTROYED BY FIRE, .29 ACRES SEPARATED FROM THE CONSERVED PROPERTY BY A ROAD, WAS REMOVED FROM THE PROPERTY DESCRIPTION AS THIS SMALL AREA CONTRIBUTED NO FUNCTIONALITY TO THE FARM OR CONSERVATION VALUES THAT THE CO-HOLDERS INTENDED TO PROTECT. PART II, LINE 5: UVLT MONITORS ITS CONSERVATION EASEMENT PROPERTIES REGULARLY, AT LEAST ANNUALLY, IN A MANNER APPROPRIATE TO THE SIZE AND RESTRICTIONS OF EACH PROPERTY. ROUTINE MONITORING CONSISTS OF REVIEWING A SYNOPSIS OF THE PROJECT FILE AND BASELINE DOCUMENTATION REPORT, CONTACTING THE LANDOWNER TO DISCUSS THE MONITORING PROCESS AND TO MAINTAIN CORDIAL RELATIONS, INSPECTING THE PROPERTY, AND DOCUMENTING THE VISIT. PART II, LINE 9: UVLT'S PRIMARY VEHICLE FOR ACCOMPLISHING ITS LAND CONSERVATION MISSION IS THE ACQUISITION OF CONSERVATION EASEMENTS. THESE EASEMENTS ARE REAL PROPERTY DEEDS CONVEYING PERMANENT CONSERVATION OBLIGATIONS TO UVLT. THE EASEMENTS ARE A MEASURE OF THE SIGNIFICANT PUBLIC BENEFIT ACCOMPLISHED BY UVLT BUT, ONCE CONVEYED TO UVLT, THEY ARE NOT SALEABLE AND HAVE NO SUBSEQUENT MARKET VALUE. IN CONFORMITY WITH THE PRACTICE FOLLOWED BY MANY LAND TRUSTS, CONSERVATION EASEMENTS PURCHASED OR DONATED ARE NOT RECORDED AS ASSETS ON THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. ALL EASEMENTS ACQUIRED BY PURCHASE ARE EXPENSED AND INCLUDED IN THE CAPTION "CONSERVATION" IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. IN ADDITION, COSTS INCURRED IN OBTAINING THE EASEMENTS ARE EXPENSED. PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO EARN A LONG-TERM TOTAL ANNUAL RATE OF RETURN AND INCLUDE ASSETS OF DONOR-RESTRICTED FUNDS WHICH THE ORGANIZATION MUST HOLD FOR A PERIOD SPECIFIED BY THE DONOR. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -160,540. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 160,540. X 9 120995 FAIR MARKET VALUE X 4 0 ZERO VALUE X 2 645980 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A QUALIFIED CPA FIRM SELECTED BY THE BOARD FOR THE ANNUAL AUDIT. THIS FIRM PREPARES THE FORM 990 BASED ON INFORMATION PROVIDED TO IT BY UVLT STAFF AND IS SUBJECT TO THEIR NORMAL ACCOUNTING CHECKS AND PROCEDURES. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND PRESENTED BY THE COMMITTEE TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND PROVIDE SIGNED DISCLOSURES OF ANY POTENTIAL CONFLICTS. ADDITIONALLY, TRUSTEES ARE ASKED ABOUT ANY CONFLICTS OF INTEREST PRIOR TO THE COMMENCEMENT OF MEETINGS. THE PRESIDENT AND THE EXECUTIVE COMMITTEE MONITOR COMPLIANCE ON AN ONGOING BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND KEY EMPLOYEES IS REVIEWED AND APPROVED ON AN ANNUAL BASIS BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 UVLT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE PROCESS OF COMPLETING OUR FINANCIAL STATEMENTS AND REPORT HAS NOT CHANGED SINCE THE PRIOR YEAR. SNOW MOUNTAIN CELL TOWER LLC 19 BUCK ROAD HANOVER NH 03755 MANAGEMENT OF CELL TOWER RENTAL INCOME AND EXPENSES NH 73302