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WINCHESTER LAND TRUST INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
WINCHESTER LAND TRUST INC (EIN 06-1263180)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202221369349309837
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T19:11:53ZReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061104368PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1H AND R BLOCKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1286 MAIN STAddressLine1Txt
CityWINSTEDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06098ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061263180EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WINCHESTER LAND TRUST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWNLTBusinessNameControlTxt
Phone8605421657PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 10AddressLine1Txt
CityWinchestr CtrCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06094ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER PERGAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8605421657PhoneNum
Signature2022-05-16SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJENNIFERPersonFirstNm
Person LastPERGAPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHERESA STARZYKPreparerPersonNm
PTINP00162731PTIN
Phone8603796119PhoneNum
Preparation2022-05-16PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Principal OfficerJJENNIFER PERGAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 10AddressLine1Txt
CityWinchestr CtrCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06094ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$106,596GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WINCHESTER-LANDTRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionPERSERVE THE RURAL CHARACTER AMD NATURAL RESOURCES OF THE WINCHESTER CT AREA AND TO EDUCATE THE COMMUNITY ABOUT THE BENFITS OF LAND CONSERVATION AND BALANCED GROWTHActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$17,906PYContributionsGrantsAmt
CY Contributions Grants$98,725CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,491PYInvestmentIncomeAmt
CY Investment Income$7,871CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$24,397PYTotalRevenueAmt
CY Total Revenue$106,596CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$23,311PYOtherExpensesAmt
CY Other Expenses$16,745CYOtherExpensesAmt
PY Total Expenses$23,311PYTotalExpensesAmt
CY Total Expenses$16,745CYTotalExpensesAmt
PY Revenues Less Expenses$1,086PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$89,851CYRevenuesLessExpensesAmt
Total Assets BOY$3,226,716TotalAssetsBOYAmt
Total Assets EOY$3,329,787TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,226,716NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,329,787NetAssetsOrFundBalancesEOYAmt
MissionWINCHESTER LAND TRUST WORKS TO PRESERVE THE RURAL CHARACTER AND NATURAL RESOURCES OF THE WINCHESTER CT AREA AND TO EDUCATE THE COMMUNITY ABOUT THE BENEFITS OF LAND CONSERVATION AND BALANCED GROWTHMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescPRESERVATION, CONSERVATION AND STEWARDSHIP OF OPEN SPAVE AND NATURAL RESOURCES. CURRENTLY THE LAND TRUST PRESERVES 482 ACRES. MUCH OF IT PROTECTING IMPORTANT WATER RESOURCES. EDUCATIONAL PROGRAMS HELD INCLUDE CONNECTICUT TRAILS HIKE, SPONSOR WILD-LIFE TALKS LOCALLY, REMOVAL OF INVASIVE SPECIES FROM ITS PROPERTIES.Desc
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsYes (true)ConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Tax Exempt Interest$0TaxExemptInterestAmt
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOSEPH PIERCEPersonNm
Phone2034960060PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1727 CAIRNS HEIGHT COURTAddressLine1Txt
CityCharlottesvilleCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22903ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JENNIFER PERGA
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
DOUG PFENNINGER
VICE PRESIDENT2.00Yes (X)Yes (X)$0$0$0
LOUISE VAN ALSTYNE
SECRETARY2.00Yes (X)Yes (X)$0$0$0
JOSEPH PIERCE
TREASURER2.00Yes (X)Yes (X)$0$0$0
SUSAN CLOSSON
DIRECTOR1.00Yes (X)$0$0$0
ALAN COLAVECCHIO
DIRECTOR1.00Yes (X)$0$0$0
BARBARA DOUGLASS
DIRECTOR1.00Yes (X)$0$0$0
GAYLE MORASKI
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$1,000MembershipDuesAmt
Fundraising$245FundraisingAmt
All Other Contributions$97,480AllOtherContributionsAmt
Total Contributions$98,725TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,871TotalRevenueColumnAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$106,596TotalRevenueColumnAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$548TotalAmt
Management And General$548ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$350TotalAmt
Management And General$350ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$765TotalAmt
Management And General$765ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$39TotalAmt
Program Services$39ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$600TotalAmt
Management And General$600ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$600TotalAmt
Management And General$600ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$200TotalAmt
Management And General$200ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,061TotalAmt
Management And General$3,061ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
STATE REGISTRATION$50
SAFE DEPOSIT BOX$85
DUES$1,015
PRINTING$1,259

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$8,173TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,745TotalAmt
Program Services$39ProgramServicesAmt
Management And General$6,124ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,036BOYAmt
EOY$28,867EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$116,624BOYAmt
EOY$77,494EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,182,006LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,102,056BOYAmt
EOY$3,182,006EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$41,420EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,226,716BOYAmt
EOY$3,329,787EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,086BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,226,716BOYAmt
EOY$3,329,787EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,226,716BOYAmt
EOY$3,329,787EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$89,851ReconcilationRevenueExpnssAmt
Prior Period Adjustments$13,220PriorPeriodAdjustmentsAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,234CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,332CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,899CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,906CurrentTaxYearMinus1YearAmt
Current Tax Year$18,530CurrentTaxYearAmt
Total$135,901TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$60,234CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,332CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$13,899CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,906CurrentTaxYearMinus1YearAmt
Current Tax Year$18,530CurrentTaxYearAmt
Total$135,901TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$135,901PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$337CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,590CurrentTaxYearMinus2YearsAmt
Current Tax Year$7,871CurrentTaxYearAmt
Total$11,804TotalAmt
FieldValueIRS element (for citing)
Total Support$147,705TotalSupportAmt
Public Support CY1700.92010PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 PART VI, LINE 6EXPLANATION OF CLASSES OF MEMBERS OR SHREHOLDERS. MEMBERS ARE INDIVIDUALS OR ORGANIZZTIONS WHO SUPPORT THE ORGANIZATION'S PURPOSES AND CONTRIBUTE TO THE LAND TRUST
FORM 990, PART VI, LINE 11BFORM 990 REVIEW PROCESS - FORM 990 IS REVIEWED BY THE BOARD MEMBERS PRIOR TO FILING AT EITHER A BOARD OF DIRECTORS MEETING OR BY MAIL
FORM 990, PART VI, LINE 12CEXPLANATION OF MONITORING AND ENFORECEMENT O FCONFLICTS - DISCLOSURES OF CONFLICTS OF INTEREST ARE REQUIRED BY BOARD MEMBERS. BOARD MEMBERS WITH CONFLICT OF INTEREST - DO NOT PARTICIPATE IN DISCUSSION OR VOTES WHEN A CONFLICT EXISTS
FORM 990, PART VI, LINE 18EXPLANATION OF OTHER MEANS - FORMS AVAILABLE FOR PUBLIC INSPECTION - TAX RETURNS ARE AVAILABLE ON GUIDESTAR AND OTHER WEBSITES
FORM 990. PART VI. LINE 10OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE - DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST
FORM 990, PART XII. LINE 1OTHER ACCOUNTING METHOD - MODIFIED CASH

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