2019-08-20T10:29:35-05:00 2018-12-31 043097400 KEVIN P MARTIN ASSOCIATES PC 111 DURFEE STREET FALL RIVER MA 02720 990 2018-01-01 237216308 WESTPORT LAND CONSERVATION TRUST INC WEST 5086369228 830 DRIFT ROAD PO BOX 3975 WESTPORT MA 02790 DUDLEY L MILLIKIN III PRESIDENT 5086369228 2019-08-20 1 SANDRA COSTA-INACIO P00679613 7813803520 2019-08-06 70.91.219.129 2019-08-20 11:28:06 ED P CB723D511B4361143C95584A8FE9F03509BC83C0 CB723D511B4361143C95584A8FE9F03509BC83C0 2018 2019-02-21 02:37:17Z DUDLEY L MILLIKIN III 830 DRIFT ROAD PO BOX 3975 WESTPORT MA 02790 1474730 0 X WWW.WESTPORTLANDTRUST.ORG X 1972 MA TO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE. 9 9 9 59 0 0 2511763 911640 0 0 7720 19311 4903 -2852 2524386 928099 0 0 0 0 295163 318507 0 0 13683 309779 649854 604942 968361 1919444 -40262 13850391 13781874 12995 6534 13837396 13775340 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 719898 TO PROTECT FARMLAND, WOODLAND, OPEN SPACES AND OTHER NATURAL RESOURCES THROUGH LAND ACQUISITION, LAND MANAGEMENT AND COMMUNITY EDUCATION. 719898 1 1 0 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 25 0 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 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 PATRICIA CERILLI 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 DUDLEY L MILLIKIN III PRESIDENT 7.00 X X 0 0 0 TOM BOREIKO VICE CHAIR 3.00 X X 0 0 0 CHRISTINE SHAPLEIGH SCHMID VICE CHAIR 5.00 X X 0 0 0 HENRY SWAN TREASURER 2.50 X X 0 0 0 KATE NEAVE SECRETARY 3.00 X X 0 0 0 0 0 0 0 0 0 0 0 42600 5800 863240 91618 911640 20203 20203 129909 405500 129909 406392 0 -892 -892 -892 7478 5800 10330 -2852 -2852 928099 -892 0 17351 286567 118756 155460 12351 1036 202 834 30904 12807 16765 1332 2161 1161 1000 12207 12207 45 45 77938 77885 53 1530 558 972 29734 5472 24262 4553 2213 2340 10109 10109 12758 7873 4885 11000 2319 8681 SPECIAL PROJECTS & ALLO 268183 268183 PROPERTY MAINTENANCE AN 207255 203706 3549 PROPERTY TAXES/OTHER TA 8444 8444 DUES AND SUBSCRIPTIONS 3937 210 3727 968361 719898 234780 13683 1669043 952514 705910 699655 327668 251278 7580 7717 10899028 30162 10467376 10868866 622814 1001844 50000 13850391 13781874 12995 6534 12995 6534 X 768215 1029809 2330132 1960677 10739049 10784854 13837396 13775340 13850391 13781874 -40262 -21794 0 X X 0 1 X 1 0 X 358417 825243 1659023 2511763 890740 6245186 358417 825243 1659023 2511763 890740 6245186 1512524 4732662 494 620 1746 6937 20203 30000 8154 13856 -2121 4903 -2852 21940 6297126 0.75160 0.69390 X X X X X 42 990.00 0 1 1 1.00 377927 2604222 2578028 -3461 2969221 2209568 1544840 3038943 6179 1985740 2604222 995787 1581206 1049 1033202 1544840 893053 225800 415 123481 995787 1117966 115847 479 341239 893053 0.01110 0.12120 0.86770 0 0 10517083 10517083 335000 4885 330115 46945 25277 21668 10868866 INVESTMENTS - MONEY MARKET FUNDS 1001844 F 1001844 X 916590 -21794 10330 -11464 928054 45 45 928099 978646 10330 10330 968316 45 45 968361 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 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. X 7 70718 SELLING PRICE X LAND 1 20900 APPRAISED VALUE 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 XII, LINE 2C: THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.