2020-12-17T07:58:07-06:00 2020-06-30 030210880 AM PEISCH & COMPANY LLP 24 AIRPORT ROAD SUITE 402 WEST LEBANON NH 037841663 990 2019-07-01 020387997 UPPER VALLEY LAND TRUST INC UPPE 6036436626 19 BUCK ROAD HANOVER NH 03755 JEANIE MCINTYRE PRESIDENT 6036436626 2020-12-09 1 MANDY C GILES CPA P01204048 6033060100 2019 2022-09-23 18:48:47Z JEANIE MCINTYRE 19 BUCK ROAD HANOVER NH 03755 3175940 0 X WWW.UVLT.ORG X 1987 NH LAND CONSERVATION 15 15 15 165 0 0 3081082 2865918 140454 95923 100445 105199 54385 108900 3376366 3175940 0 0 0 0 855788 876100 0 0 63303 695878 717961 1551666 1594061 1824700 1581879 14310980 16133671 258767 282170 14052213 15851501 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 696484 103243 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. 306799 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. 223711 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. 1226994 1 1 0 0 0 0 1 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 22 0 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X ROBIN KILFEATHER-MACKEY 6036436626 19 BUCK ROAD HANOVER NH 03755 JUNE HEMBERGER SECRETARY 1.00 X X 0 0 0 JOHN GERSTMAYR CHAIR 12.00 X X 0 0 0 CHRIS NESBITT TRUSTEE 3.00 X 0 0 0 LIZ RUSSELL TRUSTEE 1.00 X 0 0 0 STAN WILLIAMS VICE CHAIR 2.00 X X 0 0 0 JUSTIN GULLOTTA TRUSTEE 2.50 X 0 0 0 DEBBIE KLENE TRUSTEE 2.00 X 0 0 0 ALLAN WIEMAN TREASURER 2.50 X X 0 0 0 PATTY ARMSTRONG TRUSTEE 1.00 X 0 0 0 KENDALL HOYT TRUSTEE 1.00 X 0 0 0 ERNST OIDTMANN TRUSTEE 1.00 X 0 0 0 LYNNE PARSHALL TRUSTEE 1.00 X 0 0 0 GREG PIASECKI TRUSTEE 1.00 X 0 0 0 STEVE TAYLOR TRUSTEE 1.00 X 0 0 0 RENEE VEBELL TRUSTEE 1.00 X 0 0 0 JEANIE MCINTYRE EXECUTIVE DIRECTOR 40.00 X 105958 0 14969 105958 0 14969 1 0 0 0 0 793697 2072221 612106 2865918 CONSERVATION CONSULTIN 541610 95923 95923 95923 105199 105199 21959 0 21959 21959 21959 4621 0 4621 4621 MISCELLANEOUS 900099 75000 75000 FEE LAND INCOME 110000 7320 7320 82320 3175940 178243 0 131779 106575 82559 10668 13348 609562 454020 140699 14843 26225 19834 3944 2447 78638 59474 11827 7337 55100 41672 8287 5141 46228 1670 44558 14300 14300 29020 5811 19807 3402 650 150 500 35507 25506 8478 1523 12128 9103 2428 597 15728 15497 138 93 600 305 295 4356 3270 872 214 19151 19151 21555 16178 4316 1061 PURCHASE OF CONSERVATIO 437112 437112 PRINTING AND PUBLICATIO 33429 21286 1664 10479 PROPERTY TAXES 17864 17864 DUES & SUBSCRIPTIONS 11951 2449 8302 1200 18382 13234 3530 1618 1594061 1226994 303764 63303 200 200 1225047 2137494 444458 84383 4393 2777 5203 12131 7797648 328052 6601345 7469596 5457269 5879887 573065 547203 14310980 16133671 48768 65074 92449 110895 113669 103080 3881 3121 258767 282170 X 586651 667387 13465562 15184114 14052213 15851501 14310980 16133671 1581879 217409 0 X X 0 1 X 1 0 X 2061455 3306434 4229880 3081082 2865918 15544769 2061455 3306434 4229880 3081082 2865918 15544769 15544769 44608 48658 75501 100445 105199 374411 28170 26929 57280 54385 108900 275664 16194844 413697 0.95990 0.96850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 503 48342.00 0 2 1 3069.00 306799 0 0 5457269 96585 326033 5879887 4373483 798588 285198 5457269 3241955 875000 256528 4373483 2947487 294468 3241955 2875133 72354 2947487 0.82910 0.17090 1 0 7180314 7180314 528367 256739 271628 88967 71313 17654 7469596 EASEMENT INSTALLMENT PAYABLE 3121 3121 3393349 217409 217409 3175940 0 3175940 1594061 0 1594061 0 1594061 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: THE UPPER VALLEY LAND TRUST WORKS WITH LANDOWNERS WHO CHOOSE TO PROTECT THE NATURAL RESOURCES AND SCENIC VALUES OF THEIR LAND FOR FUTURE GENERATIONS. THE UPPER VALLEY LAND TRUST USES LEGALLY BINDING AGREEMENTS TO RESTRICT DEVELOPMENT WHILE ENCOURAGING SUSTAINABLE USES AND WISE STEWARDSHIP. CONSERVATION AGREEMENTS REMAIN IN EFFECT, SAFEGUARDED BY UVLT, AS PROTECTED PROPERTY CHANGES OWNERS THROUGH THE YEARS. AS OF 6/30/2020, UVLT HOLDS 503 CONSERVATION EASEMENTS COVERING 48,342 ACRES AND 32 FEE INTERESTS COVERING 6,493 ACRES. TOTAL PROPERTIES WITH CONSERVATION INTERESTS = 535, COVERING 54,834 ACRES. UVLT HAS NO EASEMENTS ON BUILDINGS OR STRUCTURES, AND NONE THAT ENCUMBER A GOLF COURSE OR PORTIONS OF A GOLF COURSE. THEY DO NOT HOLD ANY CONSERVATION EASEMENTS THAT WERE GRANTED PURSUANT TO APPROVAL OF A RESIDENTIAL DEVELOPMENT OR ARE LOCATED WITHIN SUCH A DEVELOPMENT. UVLT HOLDS NO EASEMENTS THAT WERE ACQUIRED IN A TRANSACTION DESCRIBED UNDER THE PURCHASE OF REAL PROPERTY FROM CHARITABLE ORGANIZATIONS IN NOTICE 2004-41. THE UPPER VALLEY LAND TRUST HAS NO EASEMENTS ON BUILDINGS OR STRUCTURES ACQUIRED AFTER AUGUST 17, 2006. 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. X 1 1695 FAIR MARKET VALUE X 9 161336 FAIR MARKET VALUE X 7 0 ZERO VALUE X 3 449075 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, UPON RECOMMENDATION OF THE COMMITTEE, 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. 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 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.