WESTPORT LAND CONSERVATION TRUST INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WESTPORT LAND CONSERVATION TRUST INC (EIN 23-7216308)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-08-20
IRS object ID
201932329349300223
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-08-20T10:29:35-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043097400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEVIN P MARTIN ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 DURFEE STREETAddressLine1Txt
CityFALL RIVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02720ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237216308EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTPORT LAND CONSERVATION TRUST INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone5086369228PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1830 DRIFT ROAD PO BOX 3975AddressLine1Txt
CityWESTPORTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02790ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDUDLEY L MILLIKIN IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5086369228PhoneNum
Signature2019-08-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA COSTA-INACIOPreparerPersonNm
PTINP00679613PTIN
Phone7813803520PhoneNum
Preparation2019-08-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.91.219.129IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-20IPDt
IP Tm11:28:06IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCB723D511B4361143C95584A8FE9F03509BC83C0AtSubmissionCreationDeviceId
At Submission Filing Device IdCB723D511B4361143C95584A8FE9F03509BC83C0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDUDLEY L MILLIKIN IIIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1830 DRIFT ROAD PO BOX 3975AddressLine1Txt
CityWESTPORTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02790ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,474,730GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WESTPORTLANDTRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers59TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,511,763PYContributionsGrantsAmt
CY Contributions Grants$911,640CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$7,720PYInvestmentIncomeAmt
CY Investment Income$19,311CYInvestmentIncomeAmt
PY Other Revenue$4,903PYOtherRevenueAmt
CY Other Revenue-$2,852CYOtherRevenueAmt
PY Total Revenue$2,524,386PYTotalRevenueAmt
CY Total Revenue$928,099CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$295,163PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$318,507CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,683CYTotalFundraisingExpenseAmt
PY Other Expenses$309,779PYOtherExpensesAmt
CY Other Expenses$649,854CYOtherExpensesAmt
PY Total Expenses$604,942PYTotalExpensesAmt
CY Total Expenses$968,361CYTotalExpensesAmt
PY Revenues Less Expenses$1,919,444PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$40,262CYRevenuesLessExpensesAmt
Total Assets BOY$13,850,391TotalAssetsBOYAmt
Total Assets EOY$13,781,874TotalAssetsEOYAmt
Total Liabilities BOY$12,995TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,534TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,837,396NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,775,340NetAssetsOrFundBalancesEOYAmt
MissionTO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE, AND TO EDUCATE THE PUBLIC ABOUT THE WISE USE OF NATURAL RESOURCES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$719,898ExpenseAmt
DescTO PROTECT FARMLAND, WOODLAND, OPEN SPACES AND OTHER NATURAL RESOURCES THROUGH LAND ACQUISITION, LAND MANAGEMENT AND COMMUNITY EDUCATION.Desc
Total Program Service Expenses$719,898TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document25IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind0Form8899Filedind
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROSS MORANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5086369228PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1830 DRIFT ROADAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02790ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
INGRID DAVIDGE
DIRECTOR1.00Yes (X)$0$0$0
KATE SCHMITT
DIRECTOR1.00Yes (X)$0$0$0
PATRICIA CERILLI
DIRECTOR1.00Yes (X)$0$0$0
ROBERT FAULKNER
DIRECTOR1.00Yes (X)$0$0$0
STEVE MCGUINESS
DIRECTOR1.00Yes (X)$0$0$0
LUCY MOONEY
DIRECTOR1.00Yes (X)$0$0$0
DUDLEY L MILLIKIN III
PRESIDENT7.00Yes (X)$0$0$0Yes (X)
TOM BOREIKO
VICE CHAIR3.00Yes (X)$0$0$0Yes (X)
CHRISTINE SHAPLEIGH SCHMID
VICE CHAIR5.00Yes (X)$0$0$0Yes (X)
HENRY SWAN
TREASURER2.50Yes (X)$0$0$0Yes (X)
KATE NEAVE
SECRETARY3.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$42,600MembershipDuesAmt
Fundraising$5,800FundraisingAmt
All Other Contributions$863,240AllOtherContributionsAmt
Noncash Contributions$91,618NoncashContributionsAmt
Total Contributions$911,640TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,203TotalRevenueColumnAmt
Exclusion$20,203ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$129,909SecuritiesAmt
Other$405,500OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$129,909SecuritiesAmt
Other$406,392OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other-$892OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$892TotalRevenueColumnAmt
Related Or Exempt Func Income-$892RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$7,478FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$5,800ContriRptFundraisingEventAmt
Fundraising Direct Expenses$10,330FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,852TotalRevenueColumnAmt
Exclusion-$2,852ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$928,099TotalRevenueColumnAmt
Related Or Exempt Func Income-$892RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$17,351ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$286,567TotalAmt
Program Services$118,756ProgramServicesAmt
Management And General$155,460ManagementAndGeneralAmt
Fundraising$12,351FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,036TotalAmt
Program Services$202ProgramServicesAmt
Management And General$834ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$30,904TotalAmt
Program Services$12,807ProgramServicesAmt
Management And General$16,765ManagementAndGeneralAmt
Fundraising$1,332FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,161TotalAmt
Program Services$1,161ProgramServicesAmt
Management And General$1,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,207TotalAmt
Management And General$12,207ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$45TotalAmt
Management And General$45ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$77,938TotalAmt
Program Services$77,885ProgramServicesAmt
Management And General$53ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,530TotalAmt
Program Services$558ProgramServicesAmt
Management And General$972ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$29,734TotalAmt
Program Services$5,472ProgramServicesAmt
Management And General$24,262ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$4,553TotalAmt
Program Services$2,213ProgramServicesAmt
Management And General$2,340ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$10,109TotalAmt
Program Services$10,109ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$12,758TotalAmt
Program Services$7,873ProgramServicesAmt
Management And General$4,885ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$11,000TotalAmt
Program Services$2,319ProgramServicesAmt
Management And General$8,681ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SPECIAL PROJECTS & ALLO$268,183$268,183
PROPERTY MAINTENANCE AN$207,255$203,706$3,549
PROPERTY TAXES/OTHER TA$8,444$8,444
DUES AND SUBSCRIPTIONS$3,937$210$3,727

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$968,361TotalAmt
Program Services$719,898ProgramServicesAmt
Management And General$234,780ManagementAndGeneralAmt
Fundraising$13,683FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,669,043BOYAmt
EOY$952,514EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$705,910BOYAmt
EOY$699,655EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$327,668BOYAmt
EOY$251,278EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,580BOYAmt
EOY$7,717EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,899,028LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$30,162LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$10,467,376BOYAmt
EOY$10,868,866EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$622,814BOYAmt
EOY$1,001,844EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$50,000BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$13,850,391BOYAmt
EOY$13,781,874EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$12,995BOYAmt
EOY$6,534EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,995BOYAmt
EOY$6,534EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$768,215BOYAmt
EOY$1,029,809EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,330,132BOYAmt
EOY$1,960,677EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,739,049BOYAmt
EOY$10,784,854EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,837,396BOYAmt
EOY$13,775,340EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,850,391BOYAmt
EOY$13,781,874EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$40,262ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$21,794NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$358,417CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$825,243CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,659,023CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,511,763CurrentTaxYearMinus1YearAmt
Current Tax Year$890,740CurrentTaxYearAmt
Total$6,245,186TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$358,417CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$825,243CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,659,023CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,511,763CurrentTaxYearMinus1YearAmt
Current Tax Year$890,740CurrentTaxYearAmt
Total$6,245,186TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,512,524SubstantialContributorsTotAmt
Public Support Total170$4,732,662PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$494CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$620CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,746CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,937CurrentTaxYearMinus1YearAmt
Current Tax Year$20,203CurrentTaxYearAmt
Total$30,000TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,154CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,856CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$2,121CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,903CurrentTaxYearMinus1YearAmt
Current Tax Year-$2,852CurrentTaxYearAmt
Total$21,940TotalAmt
FieldValueIRS element (for citing)
Total Support$6,297,126TotalSupportAmt
Public Support CY1700.75160PublicSupportCY170Pct
Public Support PY1700.69390PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Total Easements42TotalEasementsCnt
Total Acreage990.00TotalAcreageCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement1.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$377,927ExpensesIncurredEnforcementAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,604,222BeginningYearBalanceAmt
Contributions$2,578,028ContributionsAmt
Investment Earnings Or Losses-$3,461InvestmentEarningsOrLossesAmt
Other Expenditures$2,969,221OtherExpendituresAmt
End Year Balance$2,209,568EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,544,840BeginningYearBalanceAmt
Contributions$3,038,943ContributionsAmt
Investment Earnings Or Losses$6,179InvestmentEarningsOrLossesAmt
Other Expenditures$1,985,740OtherExpendituresAmt
End Year Balance$2,604,222EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$995,787BeginningYearBalanceAmt
Contributions$1,581,206ContributionsAmt
Investment Earnings Or Losses$1,049InvestmentEarningsOrLossesAmt
Other Expenditures$1,033,202OtherExpendituresAmt
End Year Balance$1,544,840EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$893,053BeginningYearBalanceAmt
Contributions$225,800ContributionsAmt
Investment Earnings Or Losses$415InvestmentEarningsOrLossesAmt
Other Expenditures$123,481OtherExpendituresAmt
End Year Balance$995,787EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,117,966BeginningYearBalanceAmt
Contributions$115,847ContributionsAmt
Investment Earnings Or Losses$479InvestmentEarningsOrLossesAmt
Other Expenditures$341,239OtherExpendituresAmt
End Year Balance$893,053EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01110BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.12120PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.86770TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,517,083OtherCostOrOtherBasisAmt
Book Value$10,517,083BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$335,000OtherCostOrOtherBasisAmt
Depreciation$4,885DepreciationAmt
Book Value$330,115BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$46,945OtherCostOrOtherBasisAmt
Depreciation$25,277DepreciationAmt
Book Value$21,668BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,868,866TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTS - MONEY MARKET FUNDSDesc
Book Value$1,001,844BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,001,844TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$916,590TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$21,794NetUnrealizedGainsInvstAmt
Other Revenue$10,330OtherRevenueAmt
Revenue Not Reported-$11,464RevenueNotReportedAmt
Revenue Subtotal$928,054RevenueSubtotalAmt
Investment Expenses Not Incld$45InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$45RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$928,099TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$978,646TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$10,330OtherExpensesIncludedAmt
Expenses Not Reported$10,330ExpensesNotReportedAmt
Expenses Subtotal$968,316ExpensesSubtotalAmt
Investment Expenses Not Incld2$45InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$45ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$968,361TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 X, LINE 2:THE ORGANIZATION QUALIFIES AS AN ORGANIZATION FORMED FOR CHARITABLE PURPOSES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS GENERALLY NOT SUBJECT TO INCOME TAX. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, THE ORGANIZATION IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE IRC.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS EXPENSES 10,330.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS EXPENSES 10,330.
SCHEDULE D, PART II, LINE 9PART 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.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$70,718NoncashContributionsRptF990Amt
Method Of Determining RevenuesSELLING PRICEMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescLANDDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$20,900NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISED VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6ALL INTERESTED PERSONS MAY BECOME MEMBERS UPON PAYMENT OF ANNUAL MEMBERSHIP DUES.
FORM 990, PART VI, SECTION A, LINE 7ABOARD MEMBERS AND OFFICERS (THE "GOVERNING BODY") ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING OF MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BCHANGES TO BYLAWS ARE SUBJECT TO APPROVAL BY MEMBERS
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CANNUALLY, 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 15APERIODICALLY 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 18ALL FORMS AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL 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 XII, LINE 2C:THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.

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