2020-05-06T17:06:44-05:00 2019-12-31 043097400 KEVIN P MARTIN ASSOCIATES PC 10 N MAIN STREET FALL RIVER MA 02720 990 2019-01-01 237113649 DARTMOUTH NATURAL RESOURCES TRUST INC DART 5089912289 PO BOX 70567 DARTMOUTH MA 02747 LORRAINE GRANDA PRESIDENT 5089912289 2020-04-21 1 MELISSA KENYON CPA P01272045 7813803520 2020-04-21 70.91.219.129 2020-04-21 09:07:03 ED P CB723D511B4361143C95584A8FE9F03509BC83C0 CB723D511B4361143C95584A8FE9F03509BC83C0 2019 2020-09-23 17:36:50Z LORRAINE GRANDA PO BOX 70567 DARTMOUTH MA 02747 786536 0 X WWW.DNRT.ORG X 1971 MA TO PRESERVE AND PROTECT DARTMOUTH'S NATURAL RESOURCES FOR PEOPLE AND NATURE, FOREVER. 20 20 6 165 8099 4803 459764 599984 0 0 210114 151496 11337 18598 681215 770078 0 0 0 0 334452 345674 0 0 31520 295519 264458 629971 610132 51244 159946 6997308 7880581 298913 223847 6698395 7656734 TO PRESERVE AND PROTECT DARTMOUTH'S NATURAL RESOURCES FOR PEOPLE AND NATURE, FOREVER. 0 0 450270 PROTECT WILDLIFE HABITAT, OPEN SPACE AND OTHER NATURAL RESOURCES THROUGH LAND ACQUISITION, LAND MANAGEMENT AND COMMUNITY EDUCATION. 450270 1 1 0 0 0 0 1 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 6 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X DEXTER MEAD EXECUTIVE DIRECTOR 5089912289 318 CHASE ROAD DARTMOUTH MA 02747 JANE ASHLEY DIRECTOR 3.00 X 0 0 0 PETER BOGLE DIRECTOR 3.00 X 0 0 0 BETTINA BORDERS DIRECTOR 3.00 X 0 0 0 ROBERT FEINGOLD DIRECTOR 3.00 X 0 0 0 PEGGY GILDERSLEEVE DIRECTOR 3.00 X 0 0 0 SUSAN HEIDE DIRECTOR 3.00 X 0 0 0 ROBERT LADD DIRECTOR 3.00 X 0 0 0 MIKE LABOSSIERE DIRECTOR 3.00 X 0 0 0 LEE MACGREGOR DIRECTOR 3.00 X 0 0 0 TIMOTHY MAHONEY DIRECTOR 3.00 X 0 0 0 THOMAS MATTHEWS DIRECTOR 7.00 X 0 0 0 HAVEN ROOSEVELT DIRECTOR 3.00 X 0 0 0 STEVEN SHUSTER DIRECTOR 3.00 X 0 0 0 MARGE WAITE DIRECTOR 3.00 X 0 0 0 KATIE WHITE DIRECTOR 3.00 X 0 0 0 JAMES FORBUSH PRESIDENT/DIRECTOR 7.00 X X 0 0 0 ANDREW MELLGARD DIRECTOR/VICE PRESIDENT 7.00 X X 0 0 0 LORRAINE GRANDA VICE PRESIDENT/PRESIDENT 7.00 X X 0 0 0 GRETCHEN KNOWLTON SECRETARY 5.00 X X 0 0 0 CLIFFORD TRACY TREASURER 3.00 X X 0 0 0 DEXTER MEAD EXECUTIVE DIRECTOR 40.00 X 80542 0 12732 80542 0 12732 0 0 0 0 0 160855 45105 15000 379024 599984 151496 151496 24665 45105 16458 8207 8207 2292 0 2292 2292 SOLAR ENERGY CREDITS 900099 8099 8099 8099 770078 2292 8099 159703 93336 72803 14933 5600 219464 147062 60801 11601 5749 4368 1017 364 2748 1939 611 198 24377 17089 5950 1338 133 133 12000 12000 13358 12258 975 125 39736 27856 9700 2180 2130 1493 520 117 35487 24877 8663 1947 29584 19558 8495 1531 LAND MGMT EXPENSES 80968 80968 OUTREACH EXPENSES 30313 30313 LAND ACQUISITION EXPENS 7452 7452 OTHER SPECIAL EVENT EXP 6385 6385 6912 2234 4544 134 610132 450270 128342 31520 221559 485190 1000 3000 1736663 121113 1651037 1615550 4446149 5092288 677563 684553 6997308 7880581 8963 15341 289950 208506 298913 223847 X 5703456 6553855 994939 1102879 6698395 7656734 6997308 7880581 X 159946 691403 106990 X X 0 1 X 1 0 X 1494312 482501 542304 459764 599984 3578865 1494312 482501 542304 459764 599984 3578865 230989 3347876 129774 118528 170272 210114 151496 780184 983 1359 5803 8145 1102 1939 2659 7240 8207 21147 4388341 13807 0.76290 0.72040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 55 1428.00 1 1 300.00 1000 4446148 33430 822710 210000 5092288 4381419 379723 -214994 100000 4446148 3773287 57293 575749 24910 4381419 4117077 120340 198796 630000 32926 3773287 3886264 295851 18024 50000 33062 4117077 0.91780 0.02000 0.06220 1 0 511300 511300 45927 1158259 104173 1100013 21177 16940 4237 1615550 BENEFICIAL INTEREST IN PERPETUAL TRUST 684553 684553 AGENCY FUNDS HELD FOR OTHERS 208506 208506 1570416 691403 1945 106990 800338 770078 0 770078 612077 1945 1945 610132 0 610132 PART II, LINE 9: THE ORGANIZATION VALUES ITS EASEMENTS AT ZERO DOLLARS. PART V, LINE 4: BOARD DESIGNATED ENDOWMENT - FUNDS INTENDED FOR ANNUAL COSTS ASSOCIATED WITH LAND MANAGEMENT ACTIVITIES, LAND ACQUISITION, AWARENESS AND EDUCATION, CONSERVATION, LEGAL DEFENSE, EMERGENCY CLEAN-UPS, RESTORATION AND MANAGEMENT OF CERTAIN PROPERTIES AND GENERAL MAINTENANCE OF THE OFFICE BUILDING. 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: REVALUATION ADJUSTMENT OF BENEFICIAL INTEREST IN PERPETUAL TRUST 106,990. 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 IN THE BASELINE DOCUMENTATION FOLDER (BDF) FOR THE RESPECTIVE CONSERVATION RESTRICTION (CR) IN THE ORGANIZATION'S FILES, AS WELL AS THE BDF OFF-SITE. LANDOWNERS WILL BE PROVIDED WITH A COPY OF THE REPORT ONLY IN THE EVENT THERE IS A VIOLATION CONFIRMED BY THE LAND MANAGER. ANY SUBSEQUENT NEW LANDOWNERS OF THE CR WILL BE INTRODUCED TO THE ORGANIZATION, ITS POLICIES AND THE TERMS OF THE CR. THE ORGANIZATION WILL PROVIDE A NEW COPY OF THE BDF TO THE LANDOWNER IF IT WAS NOT PROVIDED BY THE PREVIOUS OWNER. PART II, LINE 9 THE ORGANIZATION WILL ENFORCE THE TERMS OF ITS CONSERVATION RESTRICTIONS AND TAKE NECESSARY STEPS TO SEE THAT VIOLATIONS ARE REMEDIED. ALL SUSPECTED VIOLATIONS WILL BE REPORTED TO THE LAND MANAGER, WHO WILL CAREFULLY REVIEW THE CR. IF THE SUSPECTED VIOLATION CAN BE ASSESSED WITHOUT ACCESSING THE PROPERTY, THEN STAFF SHALL ASSESS THE VIOLATION PRIOR TO CONTACTING THE LANDOWNER. IF IT IS NECESSARY TO ACCESS THE PROPERTY, THE LAND MANAGER WILL CONTACT THE LANDOWNER FOR AN INITIAL SITE VISIT TO ASSESS THE VIOLATION. THE VISIT WILL BE DOCUMENTED WITH DETAILED NOTES AND PHOTOS. IF STAFF DETERMINES THAT A MAJOR VIOLATION EXISTS, THE VIOLATION WILL BE DISCUSSED WITH LAND MANAGEMENT COMMITTEE CHAIR AND BROUGHT TO THE ATTENTION OF THE LAND MANAGEMENT COMMITTEE AND BOARD OF DIRECTORS. REQUIRED CORRECTIONS AND DEADLINES FOR COMPLIANCE WILL BE DETERMINED. MINOR AND TECHNICAL VIOLATIONS WILL BE HANDLED BY THE LAND MANAGER IN CONSULATION WITH THE EXECUTIVE DIRECTOR. LANDOWNERS WILL THEN BE NOTIFIED REGARDING THE VIOLATION BY (I) A PHONE CALL AND/OR PERSONAL VISIT DESCRIBING THE VIOLATION, REQUESTING CORRECTIVE ACTION, AND DISCUSSING A DEADLINE FOR COMPLIANCE; (II) A FOLLOW-UP LETTER, REITERATING THE CONVERSATION; AND (III) ANOTHER MEETING WITH THE LANDOWNER, IF NECESSARY. IF INITIAL CONTACTS WITH LANDOWNER RESULT IN NON-COMPLIANCE, THE DNRT BOARD WILL BE NOTIFIED AND ASSIST WITH DETERMINING A NEW RESPONSE TO LANDOWNER. BARN BASH 57300 36715 20585 4864 7472 1500 TRAIL RACE 9080 5000 4080 245 478 1899 1 66380 41715 24665 5109 7950 1500 1899 16458 8207 FORM 990, PART VI, SECTION A, LINE 6 ALL INTERESTED PERSONS MAY BECOME MEMBERS UPON PAYMENT OF ANNUAL MEMBERSHIP DUES. BOARD MEMBERS AND OFFICERS (THE "GOVERNING BODY") ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ALL INTERESTED PERSONS MAY BECOME MEMBERS UPON PAYMENT OF ANNUAL MEMBERSHIP DUES. BOARD MEMBERS AND OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND OFFICE MANAGER, THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THEN THE FULL BOARD OF DIRECTORS. 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 THE HUMAN RESOURCES COMMITTEE REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION AND COMPARES IT TO COMPENSATION RECEIVED BY THOSE IN SIMILAR POSITIONS. THE HUMAN RESOURCES COMMITTEE SHARES ITS FINDINGS AND RECOMMENDATIONS WITH THE FINANCE COMMITTEE (WITHOUT THE EXECUTIVE DIRECTOR PRESENT) WHO JOINTLY MAKE A RECOMMENDATION TO THE BOARD OF DIRECTORS WHICH VOTES ON COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 ALL FORMS ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ONLINE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES. ALL DOCUMENTS ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST IN WRITING OR IN PERSON. FORM 990, PART XI, LINE 9: REVALUATION ADJUSTMENT OF BENEFICIAL INTEREST IN PERPETUAL TRUST 106,990. LOSS ON UNCOLLECTIBLE PLEDGE FROM A PRIOR YEAR FORM 990, PART XII, LINE 2C THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS POLICY HAS NOT CHANGED FROM THE PRIOR YEAR.