2020-11-16T13:03:05-06:00 2019-12-31 061009205 BLUM SHAPIRO & COMPANY PC 2 ENTERPRISE DRIVE SHELTON CT 064844640 990 2019-01-01 066082034 WEANTINOGE HERITAGE LAND TRUST INC WEAN 8609271927 PO BOX 821 KENT CT 06757 CATHERINE RAWSON EXECUTIVE DIRECTOR 8609271927 2020-11-16 1 LORI BUDNICK P00046310 2039442100 2020-11-16 64.251.63.131 2020-11-16 12:50:22 ES P 9F3B9057DC4C1AB93FF6CCB85D8B21EC61D194BB B49528270D5C596423F272EFB472E66EFBF6AFC8 2019 2021-01-29 14:40:06Z CATHERINE RAWSON PO BOX 821 KENT CT 06757 2404432 0 X WWW.WEANTINOGE.ORG X 1966 CT TO BENEFIT THE GENERAL PUBLIC THROUGH EDUCATION AND THE CONSERVATION OF NATURAL AREAS, FISH AND WILDLIFE, AND WORKING FARMLAND THROUGHOUT NORTHWEST CONNECTICUT. 12 12 9 50 0 0 2722148 1009183 1564 146366 47578 70748 -34071 -46312 2737219 1179985 0 0 0 0 562449 608256 0 0 77483 406769 450627 969218 1058883 1768001 121102 42668917 44310739 312656 316698 42356261 43994041 X WEANTINOGE IS A NONPROFIT LAND TRUST THAT BENEFITS THE GENERAL PUBLIC THROUGH EDUCATION AND THE CONSERVATION OF NATURAL AREAS, FISH AND WILDLIFE, AND WORKING FARMLAND THROUGHOUT NORTHWEST CONNECTICUT. 0 0 288766 5850 STEWARDSHIP - THE LAND TRUST'S STEWARDSHIP PROGRAM ENSURES THE CONSERVED PROPERTIES ARE PROTECTED AND CARED FOR IN PERPETUITY. THE LAND TRUST'S STAFF PERFORM ANNUAL INSPECTIONS OF EACH CONSERVATION PROPERTY TO CONFIRM THERE ARE NO ENCROACHMENTS OR VIOLATIONS AND THE CONSERVATION VALUES ARE PROTECTED. THE LAND TRUST DEFENDS ITS CONSERVATION INTERESTS WHEN NECESSARY. IN ADDITION, THE LAND TRUST MAINTAINS 12 PUBLIC PRESERVES WITH 18 MILES OF HIKING TRAILS AND MANAGES, LEASES, OR PROTECTS THROUGH FEE OWNERSHIP AND EASEMENT 29 WORKING FARMS. STEWARDSHIP ALSO ENTAILS INVASIVE PLANT REMOVAL, BUILDING MAINTENANCE, ACTIVE PROTECTION FOR RARE AND ENDANGERED SPECIES, LAND MAINTENANCE, SUCH AS MOWING AND HAZARD TREE REMOVAL, AND WATER QUALITY TESTING AND PROTECTION. 293852 454 EDUCATION AND OUTREACH - THE LAND TRUST'S CONSEREVED LANDS SERVE A RESIDENT POPULATION OF 200,000 PEOPLE. EACH YEAR, THE LAND TRUST PROVIDES FREE EDUCATIONAL AND RECREATIONAL PROGRAMMING TO MORE THAN 2,000 PEOPLE. THESE PROGRAMS ARE DESIGNED TO CONNECT PEOPLE TO NATURE AND HELP DEMONSTRATE BENEFITS OF NATURAL AND WORKING LANDS. THE LAND TRUST'S PROGRAMS INCLUDE GUIDED HIKES, LECTURES, MONTHLY GREEN DRINKS, AND THE FALL CELEBRATION, A COMMUNITY GATHERING AND CELEBRATION OF CONSERVATION AT OUR 220-ACRE SMYRSKI FARM IN NEW MILFORD. IN ADDITION, THE LAND TRUST PROVIDES INTERNSHIP AND VOLUNTEER OPPORTUNITIES WHICH INCLUDE EDUCATION AS A LEADING COMPONENT. LASTLY, THE LAND TRUST ALSO WORKS IN PARTNERSHIP WITH LOCAL LIBRARIES, SCHOOLS, AND EDUCATION-BASED NON-PROFITS TO REACH FURTHER INTO THE COMMUNITIES SERVED AND CREATE OPPORTUNITIES FOR DISCUSSIONS ON ENVIRONMENTAL TOPICS FOR ALL AGES AND PHYSICAL ABILITIES. 159192 ACQUISITIONS - AS CONNECTICUT'S LARGEST LAND TRUST AND THE 18TH LARGEST IN THE NATION, THE LAND TRUST PRESERVES 10,300 ACRES (AND GROWING) OF VAST, CONNECTED NATURAL AREAS IN LITCHFIELD AND NORTHERN FAIRFIELD COUNTIES. THE LAND TRUST'S CONSERVED LANDS INCLUDE 12 PUBLIC HIKING PRESERVES, 29 WORKING FARMS, OVER 3,000 ACRES OF HABITAT FOR RARE, THREATENED, AND ENDANGERED SPECIES, AND 42 MILES OF RIVERS, LAKES, AND STREAMS. THE LAND TRUST IS CONNECTICUT'S LAND ACQUISITION LEADER, PROTECTING MORE PROPERTIES FOR CONSERVATION EACH YEAR THAN ANY OTHER ORGANIZATION STATEWIDE. OVER THE COURSE OF THE LAND TRUST'S 54-YEAR HISTORY, IT HAS CONSERVED ON AVERAGE 7 PROPERTIES EACH YEAR FOR A TOTAL OF 384 PROTECTED PROPERTIES. 125246 145912 PARTNERSHIP - THE LAND TRUST SAFEGUARDS NATURAL LANDS AND WATERS, CONSERVES WORKING FARMLAND, AND CREATES HEALTHY COMMUNITIES BY CONNECTING PEOPLE TO NATURE. IN WORKING TO ACHIEVE ITS MISSION, THE LAND TRUST INVESTS IN REGIONAL PARTNERSHIPS THAT FOSTER CONSERVATION, SUPPORT THE WORK OF PARTNER LAND TRUSTS AND GOVERNMENT AGENCIES, AND PROVIDE CONSERVATION BENEFITS TO THE COMMUNITIES SERVED. ANNUALLY THE LAND TRUST PROVIDES HUNDREDS OF HOURS OF STAFF SUPPORT TO ITS NONPROFIT AND GOVERNMENTAL PARTNERS FOR ACQUISITIONS, ADVOCACY, EDUCATION AND TRAININGS, EVENTS, GRANT WRITING, AND STEWARDSHIP. THE LAND TRUST STAFF SERVE IN THE LEADERSHIP POSITIONS WITH THE CONNECTICUT LAND CONSERVATION COUNCIL, LAND TRUST ACCREDITATION COMMISSION, LAND TRUST ALLIANCE CONSERVATION DEFENSE ADVISORY COUNCIL, LAND TRUST LEADERSHIP COUNCIL, LITCHFIELD HILLS GREENPRINT COLLABORATIVE, AND WORKING LANDS ALLIANCE. THE LAND TRUST ALSO CONVENES LITCHFIELD COUNTY GREEN DRINKS, A MONTHLY GATHERING FOR LITCHFIELD COUNTY'S ENVIRONMENTAL PROFESSIONALS AND ENTHUSIASTS. 125246 145912 867056 1 1 0 1 0 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 33 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CT NY X CATHERINE RAWSON 8609271927 PO BOX 821 KENT CT 06757 CATHERINE RAWSON EXECUTIVE DIRECTOR AND VP 50.00 X 139050 0 26203 PAUL ELCONIN DIR. OF LAND CONSERVATION 45.00 X 101295 0 9091 HIRAM P WILLIAMS JR PRESIDENT 5.00 X X 0 0 0 KIRSTEN PECKERMAN 1ST VICE PRESIDENT 2.00 X X 0 0 0 HELEN LILLIS SECRETARY 2.00 X X 0 0 0 CHARLES JACKSON TREASURER 2.00 X X 0 0 0 CHRISTINE A FLYNN RECORDING SECRETARY 2.00 X X 0 0 0 LINDA ALLARD DIRECTOR 2.00 X 0 0 0 DAVID DE LUCA DIRECTOR 2.00 X 0 0 0 MARGERY FELDBERG DIRECTOR 2.00 X 0 0 0 ANDREW GORDON DIRECTOR 2.00 X 0 0 0 JAMES MILLSTEIN DIRECTOR 2.00 X 0 0 0 PHILIP KORSANT DIRECTOR 2.00 X 0 0 0 PETER W MAY DIRECTOR 2.00 X 0 0 0 240345 0 35294 2 0 1 0 0 641768 367415 1009183 FEES AND SERVICES 900099 145912 145912 EDUCATION PROGRAM FEES 541900 454 454 146366 70691 70691 5850 0 5850 5850 5850 1139092 1139035 57 57 57 33250 641768 85412 -52162 -52162 1179985 152216 0 18586 271467 234735 14435 22297 282921 244640 15043 23238 13870 11993 738 1139 39998 34586 2127 3285 24917 24917 38980 38980 128561 116948 799 10814 75 75 36377 22554 9155 4668 2326 880 1446 58528 52756 2130 3642 10694 9534 732 428 1253 515 738 13157 12084 396 677 37319 15412 21366 541 LAND MAINTENANCE 46049 45439 610 0 OTHER SPECIAL EVENTS 23442 23426 16 0 PRINTING 14773 5069 2950 6754 14176 11568 2608 1058883 867056 114344 77483 121600 189909 1988528 1609562 49725 387449 66389 334217 321060 665193 1533568 39559379 40606915 42668917 44310739 62656 66698 250000 250000 312656 316698 X 40882805 42492118 1473456 1501923 42356261 43994041 42668917 44310739 X 121102 201603 1315075 X X 0 1 X 1 0 X 3292089 2113559 4001929 2722148 1009183 13138908 3292089 2113559 4001929 2722148 1009183 13138908 4186352 8952556 23716 17790 26694 47491 70691 186382 13325290 152216 0.67180 0.64400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 370 369 739 1058144 1058883 180888 45222 0 0 180888 180888 271332 739 739 45222 45222 67833 370 370 X X X 184 5528.42 2 1 905.00 90784 1552684 15000 71868 51659 1587893 1596879 17000 27716 33111 1552684 1569433 15000 12446 28942 1541079 1598466 5000 5992 57883 1542575 1127470 512000 572 41576 1598466 0.10540 0.06300 0.83160 0 0 125000 125000 200000 15385 184615 14283 8978 5305 48166 42026 6140 321060 CONSERVATION LAND AND EASEMENTS 40606915 40606915 2696663 201603 1315075 1516678 1179985 0 1179985 1058883 0 1058883 0 1058883 PART II, LINE 5: IN 2006, THE BOARD FORMALLY ADOPTED THE LAND TRUST ALLIANCE'S STANDARDS AND PRACTICES, WHICH DICTATES THAT WEANTINOGE HERITAGE LAND TRUST ANNUALLY INSPECTS ALL EASEMENTS, PRODUCE WRITTEN DOCUMENTATION OF THE INSPECTION, AND ENFORCE EASEMENTS. ON MAY 18, 2013 THE BOARD ADOPTED A CONSERVATION EASEMENT ENFORCEMENT POLICY. THIS POLICY INCLUDES GUIDELINES FOR RESPONDING TO SUSPECTED EASEMENT VIOLATIONS, POTENTIAL VIOLATION REMEDIESM AND VIOLATION PREVENTION STRATEGIES. PART II, LINE 9: DONATED CONSERVATION EASEMENTS ARE VALUED AT ONE DOLLAR EACH FOR FINANCIAL ACCOUNTING AND REPORTING PURPOSES AND ARE INCLUDED WITH GIFTS OF PRESERVATION PROPERTIES. PURCHASED CONSERVATION EASEMENTS ARE ALSO VALUED AT ONE DOLLAR EACH AND THE COST OF THE EASEMENTS ARE REPORTED AS A PROGRAM EXPENSE. CONSERVATION EASEMENT ACQUISITION, MONITORING, AND INSPECTION EXPENSES ARE REPORTED AS PROGRAM EXPENSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: AQUISITION OF BOOKFILED OPEN SPACE LEGACY, INC 1,315,075. SUMMER SOCIAL EVENT 675018 641768 33250 36578 48653 181 675018 641768 33250 36578 48653 181 85412 -52162 X X 0 0 0 0 0 0 0 0 0 CATHERINE RAWSON EXECUTIVE DIRECTOR AND VP 139050 0 0 0 0 0 4172 0 22031 0 165253 0 0 0 X 2 2 VALUED AT ONE DOLLAR 0 0 0 PART I, COLUMN (B): ALL CONSERVATION EASEMENTS AQUIRED ARE VALUED AT ONE DOLLAR FORM 990, PART VI, SECTION A, LINE 4 ON JUNE 30, 2020 WEANTINOGE HERITAGE LAND TRUST, INC. ACQUIRED THE ASSETS OF NAROMI LAND TRUST, INC. ON THAT DATE NAROMI LAND TRUST, INC. CEASED TO EXIST AND WEANTINOGE HERITAGE LAND TRUST, INC. BECAME THE SURVIVING ENTITY. TO MORE ACCURATELY REFLECT THE BREADTH AND REGIONAL FOCUS OF THE WORK BEING PERFORMED THE LAND TRUST CHANGED THEIR LEGAL NAME FROM WEANTINOGE HERITAGE LAND TRUST, INC. TO NORTHWEST CONNECTICUT LAND CONSERVANCY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOCUMENTS ALL COMMITTEE MEETINGS WITH WRITTEN MINUTES OR WRITTEN ACTIONS. NO COMMITTEE HAS AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER, AND PRESIDENT ON BEHALF OF THE BOARD OF DIRECTORS PRIOR TO FILING ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BYLAWS REQUIRE THAT EACH INTERESTED PERSON (AS DEFINED IN THE BYLAWS) SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, AGREES TO COMPLY, HAS COMPLIED AND IS IN COMPLIANCE WITH THE POLICY, WILL DISCLOSE TO THE BOARD OF DIRECTORS THE EXISTANCE OF FINANCIAL INTEREST IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AND UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE SOLELY IN ACTIVITIES WHICH ACCOMPLISH ITS TAX-EXEMPT PURPOSE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR THROUGH ITS BUDGETARY PROCESS IN CONSIDERING COMPENSATION THE BOARD EXAMINES INFORMATION OBTAINED FROM OTHER SIMILAR ENTITIES. THE BOARD MINUTES PROVIDE CONTEMPORANEOUS SUBSTANTIATION OF THE BOARD'S DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: ACQUISITION OF BROOKFIELD OPEN SPACE LEGACY, INC. 1,315,075. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART, XI, LINE 9: ON OCTOBER 31, 2019, WEANTINOGE HERITAGE LAND TRUST, INC. ACQUIRED THE ASSETS OF BROOKFIELD OPEN SPACE LEGACY, INC. (EIN 06-6082926) ALL ASSETS AND LIABILITIES WERE REVALUED TO FAIR VALUE AS OF OCTOBER 31, 2019 WITH THE CORRESPONDING INCREASE IN NET ASSETS EFFECTIVE AS OF OCTOBER 31, 2019. ON THAT DATE BROOKFIELD OPEN SPACE LEGACY, INC. CEASED TO EXIST AND WEANTINOGE HERITAGE LAND TRUST, INC. BECAME THE SURVIVING ENTITY. THE LAND TRUST ACQUIRED CONSERVATION LAND AND EASEMENTS WITH A FAIR VALUE OF $1,215,011 AND INVESTMENTS WITH A FAIR VALUE OF $100,064.