2020-09-03T08:24:21-05:00 2019-12-31 043097400 KEVIN P MARTIN ASSOCIATES PC 10 N MAIN STREET FALL RIVER MA 02720 990 2019-01-01 237216308 WESTPORT LAND CONSERVATION TRUST INC WEST 5086369228 830 DRIFT ROAD PO BOX 3975 WESTPORT MA 02790 DUDLEY L MILLIKIN III PRESIDENT 5086369228 2020-08-25 1 SANDRA COSTA-INACIO P00679613 7813803520 2020-08-24 70.91.219.129 2020-08-25 17:08:25 ED P CB723D511B4361143C95584A8FE9F03509BC83C0 CB723D511B4361143C95584A8FE9F03509BC83C0 2019 2021-01-29 14:40:06Z DUDLEY L MILLIKIN III 830 DRIFT ROAD PO BOX 3975 WESTPORT MA 02790 2620458 0 X WWW.WESTPORTLANDTRUST.ORG X 1972 MA TO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE. 13 13 8 46 0 0 911640 1653431 0 0 19311 43794 -2852 -303 928099 1696922 0 0 0 0 318507 330476 0 0 14373 649854 291229 968361 621705 -40262 1075217 13781874 14963727 6534 12046 13775340 14951681 TO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE, AND TO EDUCATE THE PUBLIC ABOUT THE WISE USE OF NATURAL RESOURCES. 0 0 367019 TO PROTECT FARMLAND, WOODLAND, OPEN SPACES AND OTHER NATURAL RESOURCES THROUGH LAND ACQUISITION, LAND MANAGEMENT AND COMMUNITY EDUCATION. 367019 1 1 0 0 0 0 1 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 24 0 8 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 MA X X ROSS MORAN 5086369228 830 DRIFT ROAD WESTPORT MA 02790 X INGRID DAVIDGE DIRECTOR 1.00 X 0 0 0 KATE SCHMITT DIRECTOR 1.00 X 0 0 0 ROBERT FAULKNER DIRECTOR 1.00 X 0 0 0 STEVE MCGUINESS DIRECTOR 1.00 X 0 0 0 LUCY MOONEY DIRECTOR 1.00 X 0 0 0 JOHN PATTERSON DIRECTOR 1.00 X 0 0 0 CHARLES FINDLAY DIRECTOR 1.00 X 0 0 0 VALERIE BASSETT DIRECTOR 1.00 X 0 0 0 DUDLEY L MILLIKIN III PRESIDENT 7.00 X X 0 0 0 HENRY SWAN CO VICE PRESIDENT 2.50 X X 0 0 0 TOM BOREIKO CO VICE PRESIDENT 3.00 X X 0 0 0 CHRISTINE SHAPLEIGH SCHMID CO VICE PRESIDENT 5.00 X X 0 0 0 PATRICIA CERILLI DIRECTOR/ TREASURER 3.00 X X 0 0 0 KATE NEAVE SECRETARY 3.00 X X 0 0 0 0 0 0 0 0 0 0 0 57141 6300 1200 1588790 903610 1653431 34797 34797 922751 913754 8997 8997 8997 9479 6300 9782 -303 -303 1696922 8997 0 34494 X 295145 140313 141879 12953 3425 1149 2276 31906 14338 16168 1400 670 670 15350 15350 58 58 63669 63179 490 493 40 453 32402 11280 21122 3897 1810 2087 20627 20627 11769 2167 9602 SPECIAL PROJECTS & ALLO 94935 93526 1409 PROPERTY MAINTENANCE AN 40972 37816 3136 20 DUES AND SUBSCRIPTIONS 5112 405 4707 PAYROLL PROCESSING FEES 949 949 326 326 621705 367019 240313 14373 952514 362109 699655 1554240 251278 169148 7717 11613 11017537 50789 10868866 10966748 1001844 1893869 6000 13781874 14963727 6534 12046 6534 12046 X 1029809 1055926 12745531 13895755 13775340 14951681 13781874 14963727 1075217 101124 0 X X 0 1 X 1 0 X 825243 1659023 2511763 890740 1647431 7534200 825243 1659023 2511763 890740 1647431 7534200 1906721 5627479 620 1746 6937 20203 34797 64303 13856 -2121 4903 -2852 13786 7612289 0.73930 0.75160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 51 1117.00 0 1 1 100.00 61646 2209568 1499563 140969 532122 3317978 2604222 2578028 -3461 2969221 2209568 1544840 3038943 6179 1985740 2604222 995787 1581206 1049 1033202 1544840 893053 225800 415 123481 995787 0.00740 0.33740 0.65520 0 0 10568592 10568592 367289 14143 353146 81656 36646 45010 10966748 INVESTMENTS - MONEY MARKET FUNDS 1893869 F 1893869 1807770 101124 9782 110906 1696864 58 58 1696922 631429 9782 9782 621647 58 58 621705 PART II, LINE 9: LAND AND CONSERVATION EASEMENT ACQUISITION COSTS ARE EXPENSED AS INCURRED. PART V, LINE 4: TERM ENDOWMENT - FUNDS INTENDED FOR MAINTENANCE, MANAGEMENT AND RESTORATION OF CERTAIN PROPERTIES, CERTAIN LAND ACQUISITION PROJECTS, FARMLAND PROTECTION PROJECTS AND STUDIES CONCERNING AGRICULTURE. PERMANENT ENDOWMENT - FUNDS INTENDED FOR CONSERVATION, MAINTENANCE, MANAGEMENT AND IMPROVEMENT OF CERTAIN PROPERTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 9,782. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 9,782. SCHEDULE D, PART II, LINE 9 PART II, LINE 9 - THE ORGANIZATION SHALL UNDERTAKE REGULAR MONITORING VISITS AT A RATE OF NO LESS THAN ONE VISIT PER YEAR. THE INSPECTION WILL TAKE PLACE AFTER THE LANDOWNERS HAVE BEEN GIVEN WRITTEN NOTICE AND INVITED TO ACCOMPANY THE MONITOR. MONITORING INSPECTION REPORTS WILL BE FILED AND MAINTAINED FOR THE RESPECTIVE CONSERVATION RESTRICTION IN THE ORGANIZATION'S FILES. LANDOWNERS WILL BE PROVIDED WITH A COPY OF THE REPORT, AND ANY SUBSEQUENT NEW LANDOWNERS OF THE CONSERVATION RESTRICTION WILL BE INTRODUCED TO THE ORGANIZATION, ITS POLICIES AND THE TERMS OF THE CONSERVATION RESTRICTION. THE ORGANIZATION WILL PROVIDE A NEW COPY OF THE MONITORING REPORTS TO THE LANDOWNER IF IT WAS NOT PROVIDED BY THE PREVIOUS OWNER. OWL SHOW 15779 6300 9479 2683 14 4995 2090 15779 6300 9479 2683 14 4995 2090 9782 -303 X 14 897610 SELLING PRICE X LAND 1 6000 COMPARABLE APPRAISED 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 ALL INTERESTED PERSONS MAY BECOME MEMBERS UPON PAYMENT OF ANNUAL MEMBERSHIP DUES. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS AND OFFICERS (THE "GOVERNING BODY") ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO BYLAWS ARE SUBJECT TO APPROVAL BY MEMBERS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND OFFICE ADMINISTRATOR, THEN REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND EXPLAINED TO EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH STAFF MEMBER. EACH INDICATES WITH A SIGNATURE THAT THEY UNDERSTAND AND WILL COMPLY WITH THE POLICY. THROUGHOUT THE YEAR, THE BOARD AND STAFF REVIEW TRANSACTIONS TO ENSURE COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A PERIODICALLY THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE (WITHOUT THE EXECUTIVE DIRECTOR PRESENT) AND COMPARED TO COMPENSATION RECEIVED BY THOSE IN SIMILAR ORGANIZATIONS IN THE SOUTH COAST AREA. THE COMMITTEE WILL THEN MAKE ADJUSTMENTS TO COMPENSATION BASED ON MARKET AND PERFORMANCE FACTORS. FORM 990, PART VI, SECTION C, LINE 18 ALL FORMS AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES, OR UPON REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE ON LINE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE AND UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ARCHITECT: PROGRAM SERVICE EXPENSES 8,519. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,519. LAND PROTECTION SPECIALIST: PROGRAM SERVICE EXPENSES 51,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,250. ENVIRONMENTAL CONSULTING: PROGRAM SERVICE EXPENSES 3,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,200. GENERAL CONSULTING: PROGRAM SERVICE EXPENSES 210. MANAGEMENT AND GENERAL EXPENSES 490. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 700. RESPONSIBILITY FOR OVERSIGHT OF AUDIT THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.