2019-09-16T08:29:34-05:00 2018-12-31 540565834 MITCHELL WIGGINS & COMPANY LLP 100 FLANK ROAD PETERSBURG VA 238059152 990 2018-01-01 202797635 CAPITAL REGION LAND CONSERVANCY INC CAPI 2023020153 PO BOX 17306 RICHMOND VA 23226 BRIAN WATSON PRESIDENT 8047453110 2019-08-01 1 M JAMES HARTSON JR CPA P00590214 8047335566 96.89.27.153 2019-08-01 09:39:27 ED P 8856E82890C0FE071C703AD66719C5FFA7286627 3C48F4B090FC937672DE0EAF243B0F75CEFED526 2018 2019-02-21 02:37:17Z BRIAN WATSON 8942 QUIOCCASIN ROAD RICHMOND VA 23229 6072181 0 X WWW.CAPITALREGIONLAND.ORG X 2005 VA TO CONSERVE AND PROTECT THE NATURAL AND HISTORIC LAND AND WATER RESOURCES OF VIRGINIA'S CAPITAL REGION FOR THE BENEFIT OF CURRENT AND FUTURE GENERATIONS. 12 12 0 45 0 0 357104 6025175 0 0 2608 3966 -1419 33448 358293 6062589 0 3334486 0 0 0 0 0 0 8976 144709 212491 144709 3546977 213584 2515612 1191304 3868509 737244 909904 454060 2958605 X TO CONSERVE AND PROTECT THE NATURAL AND HISTORIC LAND AND WATER RESOURCES OF VIRGINIA'S CAPITAL REGION FOR THE BENEFIT OF CURRENT AND FUTURE GENERATIONS. 0 0 3334486 3334486 IN 2018 CAPITAL REGION LAND CONSERVANCY, INC. ("THE CONSERVANCY") MADE TWO LAND ACQUISTIONS TOTALING 893.42 ACRES AND RECORDED TWO CONSERVATION EASEMENTS, ONE OF WHICH IS CO-HELD WITH THE HENRICOPOLIS SOIL AND WATER CONSERVATION DISTRICT. THE LAND ACQUISITIONS INCLUDE THE FOLLOWING: 1) 883.92 ACRES AT MALVERN HILL FARM IN HENRICO COUNTY AND CHARLES CITY COUNTY OF WHICH 473.258 ACRES WERE PLACED UNDER TWO CONSERVATION EASEMENTS HELD BY THE VIRGINIA DEPARTMENT OF HISTORIC RESOURCES AND 24.1 ACRES PLACED UNDER TWO CONSERVATION EASEMENTS HELD BY THE VIRGINIA OUTDOORS FOUNDATION. MALVERN HILL FARM IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES AND CONTAINS MORE THAN 598 ACRES OF CORE BATTLEFIELD AND 886 ACRES OF STUDY ARE AS DETERMINED BY THE CIVIL WAR SITES ADVISORY COMMISSION, 183 ACRES OF PRIME FARMLAND SOILS, 10,419 FEET OF FRONTAGE ON TURKEY ISLAND CREEK AND CREWE CHANNEL, AND APPROXIMATELY 2 MILES OF ROAD FRONTAGE ALONG SCENIC ROUTE 5. 2) APPROXIMATELY 9.5 FORRESTED ACRES IN CHESTERFIELD COUNTY COMPRISED OF 3 ISLANDS IN THE SCENIC APPOMATTOX RIVER THAT ARE VISIBLE FROM NEARBY PARKS IN CHESTERFIELD COUNTY AND DINWIDDIE COUNTY AND INTEGRAL TO THE APPOMATTOX RIVER TRAIL MASTER PLAN.THE EASEMENTES INCLUDE THE FOLLOWING: 1) 96.31 ACRE PROPERTY IN HANOVER COUNTY WITH 42 ACRES PRIME FARMLAND SOILS AND 0.5 MILE OF ROAD FRONTAGE ALONG TAYLORS CREEK ROAD TO AFFORD TRAVELING PUBLIC VIEW ACROSS OPEN FIELDS AND HISTORIC WESTERHAM HOUSE; AND 2) 271.20-ACRE PROPERTY IN HENRICO COUNTY CO- HELD BY CRLC AND HENRICOPOLIS SOIL AND WATER CONSERVATION DISTRICT AND ADJACENT TO EXISTING CRLC C0-HELD EASEMENT OF 81.728 ACRES AND DEEP BOTTOM PARK CONTAINING 400 FEET OF FRONTAGE ON THE JAMES RIVER AND APPROXIMATELY 7,340 FEET OF FRONTAGE ON TWO NAMED CREEKS AS WELL AS 200 ACRES OF WORKING FORESTLAND. THE CONSERVANCY FACILITATED ONE ADDITIONAL EASEMENT FOR THE VIRGINIA OUTDOORS FOUNDATION - THE 8.38-ACRE PROPERTY IN CITY OF RICHMOND COUNTY IS ADJACENT TO THE JAMES RIVER AND EXISTING CRLC CO-HELD EASEMENT AT PONY PASTURE RAPIDS PARK - JAMES RIVER PARK SYSTEM.CRLC CONTINUED ITS WORK IN REVIEWING POLICY AND ENSURING COMPLIANCE WITH LAND TRUST ALLIANCE'S STANDARDS & PRACTICES AS PART OF AN EFFORT TO BECOME NATIONALLY ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION. STAFF SPENT MORE THAN 600 HOURS WORKING WITH COMMITTEES AND BOARD MEMBERS TO REVIEW ALL POLICIES AND RECORDS WITH A PARTICULAR FOCUS ON GOVERNANCE, FINANCIAL SUSTAINABILITY, AND PROCESSES FOR AUTHORIZING ACCEPTANCE OF A DONATED CONSERVATION EASEMENT. THE FINAL ACCREDITATION APPLICATION WAS SUBMITTED ON-TIME. THE COMMISSION WILL FOLLOW UP IN EARLY 2019 WITH A DECISION BY AUGUST 2019.THE CONSERVANCY SPONSORED THE RVA ENVIRONMENTAL FILM FESTIVAL. THE CONSERVANCY HOSTED ITS ANNUAL FIELDS, FORESTS + STREAMS EVENT AT TUCKAHOE PLANTATION (250 ATTENDEES); COORDINATED A GUIDED NATURE HIKE OF THE 262-ACRE BROWN & WILLIAMSON CONSERVATION AREA ALONG THE JAMES RIVER (180ATTENDEES) AND OF THE 109-ACRE ATKINS ACRES (8 ATTENDEES); CONDUCTED A NATURE JOURNALING WORKSHOP (TOTAL OF 20 ATTENDEES); PARTICIPATED IN NUMEROUS MEETINGS OF RVA H20, HISTORIC FALLS OF THE JAMES ADVISORY COUNCIL, AND COASTAL ZONE MANAGEMENT PLANNING FOR THE CHICKAHOMINY RIVER; EXHIBITED AT COMMUNITY EARTH DAY EVENTS IN POWHATAN AND RICHMOND; STAFF ATTENDED THE VIRGINIA'S UNITED LAND TRUSTS CONFERENCE IN ROANOKE; INCREASED TO 755 FACEBOOK LIKES; 130 TWITTER FOLLOWERS; AND 52,795 UNIQUE VISITORS TO CRLC'S WEBSITE IN 2018; ASSISTED NUMEROUS LANDOWNERS IN PRESERVING THEIR PROPERTY; RECEIVED CONTRIBUTIONS FROM 342 DONORS INCLUDING 99 NEW MEMBERS RENEWAL RATE IN EXCESS OF 73%; AND GARNERED MORE THAN TWENTY PRESS MENTIONS DISCUSSING CRLC'S CONSERVATION WORK AND THE RELATIONSHIP BETWEEN LAND CONSERVATION AND WATER QUALITY IN SUCH PUBLICATIONS AS THE RICHMOND TIMES-DISPATCH, THE DAILY PROGRESS, HENRICO CITIZEN, POWHATAN TODAY, MECHANICSVILLE LOCAL, RICHMOND OUTSIDE, VARIOUS ORGANIZATIONAL NEWSLETTERS, AS WELL AS WCVE/NATIONAL PUBLIC RADIO AND OTHER LOCAL TELEVISION BROADCASTS. 176154 THE CONSERVANCY HOLDS FIVE CONSERVATION EASEMENTS ON 12/31/18. THESE EASEMENTS CONSIST OF THE FOLLOWING:1) 0.7099 ACRE PROPERTY IN THE CITY OF RICHMOND WHICH IS ADJACENT TO THE JAMES RIVER PARK PRESERVING THE ICONIC VIEW OF DOWNTOWN RICHMOND FROM RICHMOND'S SOUTH SIDE; AND2) 0.7099 ACRE PROPERTY IN THE CITY OF RICHMOND ADJACENT TO THE ABOVE PROPERTY PRESERVING THE ICONIC VIEW OF DOWNTOWN RICHMOND FROM RICHMOND'S SOUTHSIDE.3) 145.22 ACRE PROPERTY IN POWHATAN COUNTY KNOWN AS "NORWOOD" THAT IS LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES AND ADJACENT TO THE JAMES RIVER. 4) 180.84 ACRE PROPERTY IN CHESTERFIELD COUNTY WITH ONE MILE OF FRONTAGE ON THE JAMES RIVER CONTAINING 80 ACRES OF IMMERGINT WETLANDS AND ADJACENT TO WETLANDS OWNED BY THE VIRGINIA COMMONWEALTH UNIVERSITY'S RICE RIVERS CENTER AND ACROSS THE RIVER FROM 810-ACRE DUTCH GAP CONSERVATION AREA AND WITHIN THE VIEWSHED OF HENRICUS HISTORICAL PARK.5) 96.31 ACRE PROPERTY IN HANOVER COUNTY WITH 42 ACRES PRIME FARMLAND SOILS AND 0.5 MILE OF ROAD FRONTAGE ALONG TAYLORS CREEK ROAD TO AFFORD TRAVELING PUBLIC VIEW ACROSS OPEN FIELDS AND HISTORIC WESTERHAM HOUSE.THE CONSERVANCY CO-HOLDS THIRTEEN CONSERVATION EASEMENTS ON 12/31/18. THESE EASEMENTS CONSIST OF THE FOLLOWING:1) THE CONSERVANCY CO-HOLDS 1 EASEMENT WITH ENRICHMOND FOUNDATION, A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND VIRGINIA DEPARTMENT OF CONSERVATION AND RECREATION, ON 12/31/18. THIS EASEMENT CONSISTS OF 384.6 ACRES IN CITY OF RICHMOND.2) THE CONSERVANCY CO-HOLDS 2 EASEMENTS WITH VIRGINIA OUTDOORS FOUNDATION, A VIRGINIA STATE AGENCY, ON 12/31/18. THESE EASEMENTS CONSIST OF 337.4 ACRES IN POWHATAN COUNTY AND 262 ACRES IN CHESTERFIELD COUNTY.3) THE CONSERVANCY CO-HOLDS 5 EASEMENTS WITH THE HENRICOPOLIS SOIL & WATER CONSERVATION DISTRICT ON 12/31/18. THESE EASEMENTS CONSIST OF 539 ACRES IN HENRICO COUNTY.4) THE CONSERVANCY CO-HOLDS 3 EASEMENTS WITH JAMES RIVER ASSOCIATION, A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, ON 12/31/18. THESE EASEMENTS CONSIST OF 278.5 ACRES IN GOOCHLAND COUNTY.5) THE CONSERVANCY CO-HOLDS 1 EASEMENT WITH CHESTERFIELD COUNTY ON 12/31/18. THIS EASEMENT CONSISTS OF 26.9 ACRES IN CHESTERFIELD COUNTY.6) THE CONSERVANCY CO-HOLDS 1 EASEMENT WITH THE LAND TRUST OF VIRGINIA, A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, ON 12/31/18. THE EASEMENT CONSISTS OF 70.8 ACRES IN HANOVER COUNTY.THE CONSERVANCY HOLDS CONSERVATION EASEMENTS FOR THE PROTECTION OF NATURAL HABITAT, PRESERVATION OF OPEN SPACE, AND PRESERVATION OF A HISTORICALLY IMPORTANT LAND AREA. IT DID NOT MODIFY, SELL, TRANSFER, RELEASE, EXTINGUISH OR TERMINATE ANY EASEMENTS IN 2018.IRC SECTIONS 170(H)(4)(B)(I) AND 170(H)(4)(B)(II) DO NOT APPLY, BECAUSE THE CONSERVANCY DOES NOT HOLD ANY CONSERVATION EASEMENTS ON A CERTIFIED HISTORIC STRUCTURE. THE CONSERVANCY SPENT 67 HOURS MONITORING, INSPECTING AND ENFORCING CONSERVATION EASEMENTS IN 2018. IT INCURRED $2,137 OF EXPENSES TO MONITOR, INSPECT AND ENFORCE EASEMENTS DURING 2018. THE CONSERVANCY TRANSFERRED 426.546 ACRES PROTECTED BY A CONSERVATION EASEMENT HELD BY THE VIRGINIA DEPARTMENT OF HISTORIC RESOURCES AS WELL AS 11.9 ACRES PROTECTED BY A CONSERVATION EASEMENT HELD BY THE VIRGINIA OUTDOORS FOUNDATION AT MALVERN HILL FARM TO HENRICO COUNTY. THE CONSERVANCY ALSO TRANSFERRED 12.2 ACRES PROTECTED BY A CONSERVATION EASEMENT HELD BY THE VIRGINIA OUTDOORS FOUNDATION AT MALVERN HILL FARM TO THE JAMES RIVER ASSOCIATION.ALL OF THE PROPERTIES, SUBJECT TO A CONSERVATION EASEMENT, THE CONSERVANCY HOLDS OR CO-HOLDS ARE IN VIRGINIA. 3510640 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X X X BRIAN WATSON 8047453110 8942 QUIOCCASIN ROAD RICHMOND VA 23229 BRANDT STITZER DIRECTOR 0.50 X 0 0 0 ANJ MCCLAIN DIRECTOR 0.50 X 0 0 0 PHILIP REED VICE PRESIDENT 3.00 X X 0 0 0 AARON REVERE DIRECTOR 0.50 X 0 0 0 ADDISON THOMPSON DIRECTOR 0.50 X 0 0 0 LEAH HENSCHEN DIRECTOR 0.50 X 0 0 0 BRIAN WATSON PRESIDENT 0.50 X X 0 0 0 MARY SUSAN DAVIES SECRETARY 0.50 X X 0 0 0 MARK ENDRIES TREASURER 0.50 X X 0 0 0 CAROL WAMPLER DIRECTOR 0.50 X 0 0 0 HEATHER BARRAR DIRECTOR 0.50 X 0 0 0 WORTIE FERRELL DIRECTOR 0.50 X 0 0 0 PARKER C AGELASTO EXECUTIVE DIRECTOR 30.00 X 48376 0 0 48376 0 0 0 0 0 0 0 14398 4736482 1274295 3813 6025175 3974 3974 33956 0 33956 33956 33956 3097 3105 -8 -8 -8 5979 14398 6487 -508 -508 6062589 0 0 37414 3334486 3334486 82238 68168 8388 5682 367 367 7930 7930 1150 1150 20013 20013 500 500 14148 9710 1871 2567 2422 2422 2906 2906 2185 2185 52015 52015 6302 2870 3432 REAL ESTATE TAXES 9871 9871 MISCELLANEOUS 8344 5816 1801 727 FEES & SUBSCRIPTIONS 2100 2100 3546977 3510640 27361 8976 805466 215710 155080 175600 1964 1167 3368042 0 3368042 113677 107990 115117 0 1191304 3868509 27244 24318 710000 885586 737244 909904 X 181759 2541390 272301 417215 454060 2958605 1191304 3868509 2515612 -11067 0 X 1 X 0 0 0 X 60171 95652 151996 357104 6025175 6690098 60171 95652 151996 357104 6025175 6690098 730558 5959540 1671 1862 1921 2573 37930 45957 6736055 0.88470 0.69010 X X X X X 18 2061.00 0 0 0 1 1 67.00 2137 3368042 3368042 3368042 X PART II, LINE 9: DONATED CONSERVATION EASEMENTS ARE NOT RECORDED AS AN ASSET DUE TO THE FACT THAT THE TYPICAL CONSERVATION EASEMENT PROVIDES THE ORGANIZATION WITH NO AFFIRMATIVE RIGHTS EXCEPT THE RIGHT TO MONITOR AND ENFORCE THE EASEMENT. IN INSTANCES WHEREBY CONSERVATION EASEMENTS ARE ACQUIRED BY A SPECIFIC GRANT OR RESTRICTED DONATIONS, THE COSTS INCURRED BY THE ORGANIZATION TO ACQUIRE THE CONSERVATION EASEMENT ARE EXPENSED IN THE PERIOD INCURRED. THE ORGANIZATION RECORDED TWO CONSERVATION EASEMENTS HELD BY THE ORGANIZATION AND THREE CO-HELD WITH ANOTHER ORGANIZATION DURING THE YEAR ENDED DECEMBER 31, 2017. AS OF DECEMBER 31, 2017, THE ORGANIZATION HELD FOUR CONSERVATION EASEMENTS COVERING 327.48 ACRES ON PROPERTIES OWNED BY OTHERS AND CO-HELD TWELVE CONSERVATION EASEMENTS COVERING 1,628.7 ACRES ON PROPERTIES OWNED BY OTHERS. PART X, LINE 2: THE ORGANIZATION FOLLOWS GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REGARDING "ACCOUNTING FOR UNCERTAIN TAX POSITIONS". THIS STANDARD PROVIDES DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN THE ORGANIZATION'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE TAX YEARS OF 2015 TO 2017 REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2018 AND 2017. THE ORGANIZATION INCLUDES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES IN OPERATING EXPENSES. THE ORGANIZATION DID NOT HAVE PENALTIES AND INTEREST EXPENSES FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. FFS EVENT 18589 12610 5979 2406 750 3331 OTHER 1788 1788 20377 14398 5979 2406 750 3331 6487 -508 1 HENRICO COUNTY VIRGINIA 4301 EAST PARHAM ROAD HENRICO VA 23228 546001344 115 3241095 FAIR MARKET VALUE REAL PROPERTY - 423.446 ACRES, HENRICO COUNTY, VIRGINIA PRESERVATION OF A PORTION OF MALVERN HILL BATTLEFIELD JAMES RIVER ASSOCIATION 4833 OLD MAIN STREET RICHMOND VA 23231 510211913 501(C)(3) 93391 FAIR MARKET VALUE REAL PROPERTY - 12.20 ACRES, HENRICO COUNTY, VIRGINIA PRESERVATION OF A PORTION OF MALVERN HILL BATTLEFIELD 2 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORING OF ANNUAL FILING FORMS IS THE RESPONSIBILITY OF THE EXECUTIVE DIRECTOR AND BOARD PRESIDENT. ENFORCEMENT OF THE POLICY IS CLOSELY ADHERED TO BY THE GOVERNANCE COMMITTEE AND BOARD. ANY CONFLICTS ARE DISCLOSED TO THE FULL BOARD AND DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE UPON REQUEST.