2023-11-10T13:54:57-06:00 2022-12-31 132781641 MITCHELL & TITUS LLP 80 PINE STREET NEW YORK NY 10005 990PF 2022-01-01 132041622 THE NORCROSS WILDLIFE FOUNDATION INC NORC 4132679654 PO BOX 269 WALES MA 01081 ED HOOD EXECUTIVE DIRECTOR 4132451264 2023-11-10 1 ED HOOD 999009999 0 FREDERICK E DAVIS JR P00446023 2127094500 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 51961694 X 25875 791524 791524 791524 -52003 2033518 0 0 139327 0 131627 904723 791524 923151 156561 0 0 156561 616620 0 0 616620 92358 0 0 92358 31765 0 0 31765 40034 0 0 40034 296489 239542 239542 296493 11531 0 0 11531 180176 0 0 57538 0 0 57538 16125 0 0 0 227160 0 0 227611 1726357 239542 239542 1530511 144850 144850 1871207 239542 239542 1675361 -966484 551982 683609 29075 169628 169628 915274 165928 0 635000 165928 165928 33673129 29373351 29373351 14019048 9983319 9983319 1439695 1066329 1066329 13499334 2296195 11267953 11203139 11203139 61979174 51961694 51961694 280053 84464 571664 558887 22586 4189 874303 647540 X 60487554 50816649 617317 497505 61104871 51314154 61979174 51961694 61104871 -966484 0 60138387 8824233 51314154 PUBLICLY TRADED SECURITIES 1595309 1670028 -74719 -74719 PUBLICLY TRADED SECURITIES 412209 413341 -1132 -1132 -75851 -1132 7673 0 7673 0 7673 31280 0 0 0 31280 0 23607 23607 0 0 0 0 0 0 0 0 0 0 0 1 1 NY MA PA 1 1 0 0 0 1 WWW.NORCROSSWILDLIFE.ORG ED HOOD 4132451264 30 PECK ROAD WALES MA 01081 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 LIZ AUSTIN 47 CAMDEN STREET SOUTH HADLEY MA 01075 CHAIR 1.00 0 0 0 CHARLES BAEDER 717 BELGRADE ROAD MOUNT VERNON MA 04352 VICE CHAIR 1.00 0 0 0 HELEN EICHMANN 35 WEST 82ND STREET 9A NY NY 10024 SECRETARY 1.00 0 0 0 TANYA KHOTIN 320 W 76TH STREET 8G NY NY 10023 TREASURER 1.00 0 0 0 KELLIE TERRY 354 W295TH ST BRONX NY 10471 DIRECTOR 1.00 0 0 0 SOL WATSON 341 WEST 87 STREET APT G NY NY 10024 DIRECTOR 1.00 0 0 0 ANDREW FISK 118 MADISON AVENUE HOLYOKE MA 01040 DIRECTOR 1.00 0 0 0 BILL LABICH 91 FRANKLIN STREET HOLYOKE MA 01040 DIRECTOR 1.00 0 0 0 J EDWARD HOOD 201 JACKSON RD HARWICK MA 01037 EXECUTIVE DIRECTOR 40.00 120000 36561 0 JOAN MILAM 24 SHEERMAN LANE AMHERST MA 01002 DIRECTOR 1.00 0 0 0 ELIZABETH WROBLICKA 406 N FARMS RD FLORENCE MA 01062 DIRECTOR 1.00 0 0 0 VEENA RAMANI PO BOX 284 LINCOLN MA 01773 DIRECTOR 1.00 0 0 0 JESSE BELLEMARE 78 RIDDELL STREET GREENFIELD MA 01301 DIRECTOR 1.00 0 0 0 LUCAS G F MCDIARMID 10 DEBORAH STREET PALMER MA 01069 DIRECTOR 1.00 0 0 0 DERRICK TALBOT PO BOX 269 WALES MA 01081 DIRECTOR LAND & FACI 40.00 83985 35752 0 DAN JAFFEE WILDER PO BOX 269 WALES MA 01081 DIRECTOR, APPLIED EC 40.00 77024 28063 0 DENISE H GUGLIOTTI PO BOX 269 WALES MA 01081 ADMINISTRATIVE & FIS 40.00 67286 7540 0 MELANIE KENNEY PO BOX 269 WALES MA 01081 ECOLOGICAL HORTICULT 40.00 53796 15314 0 ETHAN SMITH PO BOX 269 WALES MA 01081 LAND STEWARD 40.00 51539 16338 0 6 MERRILL LYNCH 2 WFC 39TH FLOOR NEW YORK NY 10281 INVESTMENT MANAGEMENT 184503 FIDUCIARY TRUST INTERNATIONAL LLC 55 OLD BEDFORD ROAD SUITE 302 LINCOLN MA 01773 INVESTMENT MANAGEMENT 64919 2 CORE ACTIVITIES INCLUDE PROTECTING, ENHANCING AND EXPANDING HABITAT FOR WILDLIFE, PRIMARILY AT THE NORCROSS WILDLIFE SANCTUARY (KNOWN AS TUPPER HILL) IN THE FORM OF LAND HOLDINGS IN THE SURROUNDING TOWNS OF MONSON, WALES, HOLLAND AND BRIMFIELD, MA AND STAFFORD AND UNION, CT; PROPAGATING, ESTABLISHING, RESTORING AND MAINTAINING POPULATIONS OF THREATENED AND ENDANGERED PLANTS NATIVE TO NEW ENGLAND; PROVIDING THE PUBLIC WITH EDUCATION PROGRAMS IN NATURAL AND ENVIRONMENTAL SCIENCE; AND PROTECTING AND CONSERVING WILD LAND AND WILDLIFE WHEREVER THREATENED. 1429862 NON-INTEREST BEARING LOANS TO A NOT-FOR-PROFIT ORGANIZATION, DUE DECEMBER 2023 250000 250000 3701418 405061 0 4106479 0 0 4106479 61597 4044882 202244 X 1675361 250000 117514 2042875 X 202244 243106 1233302 728763 2407415 171907 206640 1048307 619449 2046303 2042875 1981068 1913027 2974967 8911937 515934 0 672500 1307450 2495884 1526941 1981068 1240527 1667517 6416053 0 0 134829 162071 1416988 485842 2199730 0 0 0 0 X BILLION OYSTER PROJECT 10 SOUTH ST SLIP 7 NEW YORK NY 10004 PC PUBLIC CHARITY FOR GENERAL PROGRAMMING THAT SUPPORTS THEIR MISSION. 2000 CATSKILL MOUNTAINKEEPER INC PO BOX 268 HURLEYVILLE NY 12747 PC PUBLIC CHARITY TO SUPPORT CATSKILL MOUNTAINKEEPER'S MISSION TO PROTECT THEIR REGION'S WILD LANDS AND NATURAL RESOURCES, SUPPORT SMART DEVELOPMENT TO SUSTAINABLY GROW OUR ECONOMY, NURTURE HEALTHY COMMUNITIES, AND ACCELERATE THE TRANSITION TO A 100% CLEAN ENERGY FUTURE IN NEW YORK AND BEYOND. 1250 CRC CONNECTICUT RIVER CONSERVANCY 15 BANK ROW GREENFIELD MA 01310 PC PUBLIC CHARITY TO BE APPLIED AT THE DISCRETION OF THE DEVELOPMENT DIRECTOR. 1000 FRANKLIN LAND TRUST INC PO BOX 450 SHELBURNE FALLS MA 01370 PC PUBLIC CHARITY TO BE USED FOR EQUIPMENT, MATERIALS, OR SUPPLIES THAT SUPPORT LAND CONSERVATION OR PROGRAM ACTIVITIES. 500 GROWNYC PO BOX 2327 NEW YORK NY 12747 PC PUBLIC CHARITY FOR PROGRAMS THAT FOCUS ON ISSUES OF: OPEN SPACE, WASTE REDUCTION, FOOD ACCESS AND FARMLAND PRESERVATION, RESOURCE CONSERVATION AND PROTECTION, AND CREATING THE NEXT GENERATION OF ENVIRONMENTAL STEWARDS. 1250 GROWNYC PO BOX 2327 NEW YORK NY 10272 PC PUBLIC CHARITY FOR GENERAL PROGRAMMING THAT SUPPORTS THEIR MISSION. 500 KESTREL LAND TRUST PO BOX 1016 AMHERST MA 01004 PC PUBLIC CHARITY FOR APPLICATION TO THE PROMISE TO THE VALLEY CAMPAIGN 1000 LATINO OUTDOORSCOMMUNITY INITIATIVES 100 BROADWAY STE 480 OAKLAND CA 94607 PC PUBLIC CHARITY FOR OUTDOOR CONSERVATION EDUCATION PROGRAMMING AND LOGISTICAL SUPPORT 1000 LINCOLN LAND CONSERVATION TRUST 145 LINCOLN ROAD SUITE 102A LINCOLN MA 01773 PC PUBLIC CHARITY FOR GENERAL OPERATING SUPPORT 2500 MASSACHUSETTS LAND TRUST COALITION 18 WOLBACH ROAD SUDBURY MA 01776 PC PUBLIC CHARITY TO SUPPORT MLTC'S GENERAL OPERATING BUDGET. 1500 OPACUM LAND TRUSTMASSCONN PO BOX 233 STURBRIDGE MA 01566 PC PUBLIC CHARITY UNRESTRICTED GRANT TO FACILITATE AND IMPLEMENT THE WORK OF MASSCONN. 25000 PALMER PUBLIC LIBRARY 1455 N MAIN STREET PALMER MA 01069 PC PUBLIC CHARITY FOR CONSERVATION EDUCATION EXPERIENCE AND/OR MATERIALS. 500 SOUL FIRE FARM INSTITUTE INC 1972 NY-2 PETERSBURG NY 12138 PC PUBLIC CHARITY FOR GENERAL OPERATIONS OF SOUL FIRE FARM WHICH BRINGS DIVERSE COMMUNITIES TOGETHER ON THEIR FARMLAND TO HEAL THE LAND AND SHARE SKILLS ON SUSTAINABLE AGRICULTURE, HEALTH, AND ENVIRONMENTAL JUSTICE. 1000 SUSU COMMUNITY FARM VIA RETREAT FARM 45 FARMHOUSE SQUARE BRATTLEBORO VT 05301 PC PUBLIC CHARITY GENERAL OPERATIONS, COSTS ASSOCIATED WITH THIS YEAR'S FARMING SEASON. 2500 THE ATOWI PROJECT 45 FARMHOUSE SQUARE BRATTLEBORO VT 05301 PC PUBLIC CHARITY TO SUPPORT THEIR MISSION. FISCAL SPONSOR IS RETREAT FARMS. 2500 TOWN OF BRIMFIELD (MA) TOWN HALL BRIMFIELD MA 01010 GOVERMENT UNRESTRICTED MUNICIPAL GIFT 2500 TOWN OF HOLLAND MA TOWN HALL HOLLAND MA 01521 GOVERMENT UNRESTRICTED MUNICIPAL GIFT 5000 TOWN OF MONSON 110 MAIN STREET MONSON MA 01057 GOVERMENT UNRESTRICTED MUNICIPAL GIFT 25000 TOWN OF STAFFORD 1 MAIN STREET STAFFORD SPRINGS CT 06076 GOVERMENT UNRESTRICTED MUNICIPAL GIFT 10000 TOWN OF UNION 10113 BUCKLEY HWY UNION CT 06076 GOVERMENT UNRESTRICTED MUNICIPAL GIFT 2500 TOWN OF WALES PO BOX 8311 WALES MA 01081 GOVERMENT UNRESTRICTED MUNICIPAL GIFT 50000 MASSACHUSETTS COOPERATIVE FISH & WILDLIFE RESEARCH UNIT DEC 160 HOLDSWORTH WAY AMHERST MA 01003 PC PUBLIC CHARITY TO SUPPORT THE RESEARCH ON THE FEDERALLY ENDANGERED BOG TURTLE; TO ASSESS POPULATION TRENDS AND EFFECTS OF HABITAT MANAGEMENT AND DEVELOP A PROTOCOL FOR IDENTIFYING POTENTIAL NOVEL SITES BASED ON VEGETATION AND HYDROLOGY. 2500 TOWN OF WALES PARKS COMMISSION TOWN HALL 3 HOLLOW ROAD PO BOX 834 WALES MA 01081 GOVERMENT MUNICIPAL GRANT FOR NEW PARK BENCHES AT SICHOL COLONY BLVD ON LAKE GEORGE 2000 143500 0 14 791524 01 7700 18 -52003 EXCISE TAX REFUNDABLE 0 131627 0 0 878848 0 878848 8 THE EQUIPMENT WAS USED IN THE PRIMARY ACTIVITIES OF THE ORGANIZATION 0 0 0 0 0 0 0 0 0 0 X X 1 THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF FISHERIES AND WILDLIFE 1 RABBIT HILL ROAD WESTBOROUGH MA 01581 25000 X ACCOUNTING FEES 40034 0 0 40034 SALE OF EQUIPMENT PURCHASED 26000 2152 COST 0 23848 MUTUAL FUNDS- FIXED INCOME 9983319 9983319 DOMESTIC EQUITY SECURITIES & MUTUAL FUNDS 29373351 29373351 CASH AND EQUIVALENTS AT COST 1066329 1066329 LEGAL FEES 31765 0 0 31765 UNREALIZED GAIN 8824233 INSURANCE 53555 0 0 53555 REPAIRS AND MAINTENANCE OF EQUIPMENT 14806 0 0 14806 REPAIRS AND MAINTENANCE OF BUILDINGS AND GROUNDS 46912 0 0 46912 REPAIRS AND MAINTENANCE OF LAND 47194 0 0 47194 OFFICE EXPENSES AND TELEPHONE 31493 0 0 31943 EDUCATIONAL MATERIALS 21458 0 0 21459 OTHER FEES 628 0 0 628 ADMIN-EMPLOYEE BENEFIT 5398 0 0 5398 MISCELLANEOUS 5716 0 0 5716 OTHER INCOME 7700 0 0 EXCISE TAX REFUNDABLE 131627 131627 22586 4189 PAYROLL PROCESSING FEE 5562 0 0 5562 OTHER PROFESSIONAL FEE 405 0 0 409 CONSULTING FEE 50980 0 0 50980 INVESTMENT FEES - MERRILL 239542 239542 239542 239542