UPPER VALLEY LAND TRUST INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: UPPER VALLEY LAND TRUST INC (EIN 02-0387997)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2018-11-29
IRS object ID: 201843339349300504
Schema version: 2017v2.3
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-29T08:21:36-06:00	ReturnTs
Tax Period End	2018-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	030210880	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	AM PEISCH & COMPANY LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	24 AIRPORT ROAD SUITE 402	AddressLine1Txt
City	WEST LEBANON	CityNm
State Abbreviation	NH	StateAbbreviationCd
ZIP	037841663	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	020387997	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	UPPER VALLEY LAND TRUST INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	UPPE	BusinessNameControlTxt
Phone	6036436626	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	19 BUCK ROAD	AddressLine1Txt
City	HANOVER	CityNm
State Abbreviation	NH	StateAbbreviationCd
ZIP	03755	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JEANIE MCINTYRE	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6036436626	PhoneNum
Signature	2018-11-26	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MANDY C GILES CPA	PreparerPersonNm
PTIN	P01204048	PTIN
Phone	6033060100	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	64.88.174.3	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-26	IPDt
IP Tm	14:09:34	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	8A8D2C1436DECF3EE0C4B9C3800F23E588BA72A9	AtSubmissionCreationDeviceId
At Submission Filing Device Id	3EA103775B7ADC8FAE84C5193D84E7A8F819321D	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JEANIE MCINTYRE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	19 BUCK ROAD	AddressLine1Txt
City	HANOVER	CityNm
State Abbreviation	NH	StateAbbreviationCd
ZIP	03755	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,457,878	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UVLT.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1987	FormationYr
Legal Domicile State	NH	LegalDomicileStateCd
Activity Or Mission	LAND CONSERVATION	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	15	TotalEmployeeCnt
Total Volunteers	153	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,306,434	PYContributionsGrantsAmt
CY Contributions Grants	$4,229,880	CYContributionsGrantsAmt
PY Program Service Revenue	$39,262	PYProgramServiceRevenueAmt
CY Program Service Revenue	$95,217	CYProgramServiceRevenueAmt
PY Investment Income	$48,658	PYInvestmentIncomeAmt
CY Investment Income	$75,501	CYInvestmentIncomeAmt
PY Other Revenue	$39,033	PYOtherRevenueAmt
CY Other Revenue	$57,280	CYOtherRevenueAmt
PY Total Revenue	$3,433,387	PYTotalRevenueAmt
CY Total Revenue	$4,457,878	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$764,147	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$792,689	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$96,457	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,106,840	PYOtherExpensesAmt
CY Other Expenses	$1,404,768	CYOtherExpensesAmt
PY Total Expenses	$1,870,987	PYTotalExpensesAmt
CY Total Expenses	$2,197,457	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,562,400	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$2,260,421	CYRevenuesLessExpensesAmt
Total Assets BOY	$10,259,896	TotalAssetsBOYAmt
Total Assets EOY	$12,347,776	TotalAssetsEOYAmt
Total Liabilities BOY	$713,011	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$318,672	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$9,546,885	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$12,029,104	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE UPPER VALLEY LAND TRUST HELPS PEOPLE CONSERVE LAND. UVLT PROVIDES CONSERVATION LEADERSHIP, TOOLS AND EXPERTISE TO PERMANENTLY PROTECT WORKING FARMS, FORESTED RIDGES, WILDLIFE HABITAT, WATER RESOURCES, TRAILS AND SCENIC LANDSCAPES. SEE CONTINUATION ON SCHEDULE O.OUR CONSERVATION PROJECTS SECURE AND SUSTAIN THE MIXTURE OF LAND USES SO CRITICAL TO THE VITALITY AND IDENTITY OF THE UPPER VALLEY REGION.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,441,999	ExpenseAmt
Revenue	$118,822	RevenueAmt
Desc	LAND CONSERVATION: WE WORK WITH LOCAL CONSERVATION COMMISSIONS, VOLUNTEERS AND PARTNERS TO IDENTIFY AND PRIORITIZE LAND CONSERVATION OPPORTUNITIES. OUR CONSERVATION TRANSACTIONS INCLUDE DONATED CONSERVATION AGREEMENTS AND PURCHASES, LAND RECEIVED THROUGH BEQUESTS OR BOUGHT OUTRIGHT. WE PROVIDE TECHNICAL ASSISTANCE AND CONSERVATION SOLUTIONS FOR LANDOWNERS. WE HOLD PERMANENT RESTRICTIONS (CONSERVATION EASEMENTS OR FEE TITLE) TO CONSERVE KEY PROPERTIES FOREVER.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$258,292	ExpenseAmt
Desc	CONSERVATION EASEMENT AND LAND STEWARDSHIP: WE UPHOLD CONSERVATION PROTECTIONS ON PERMANENTLY-CONSERVED PARCELS OF LAND. WE PROTECT THE CONSERVATION INTERESTS ENTRUSTED TO US THROUGH STRONG RELATIONSHIPS WITH LANDOWNERS AND REGULAR INSPECTIONS OF ALL PROTECTED LANDS. LAND MANAGEMENT AND USE OF FEE-OWNED LANDS ARE GEARED, WHERE APPROPRIATE, TOWARD PROVIDING PUBLIC ACCESS AND CREATING EDUCATIONAL OPPORTUNITIES. WE MAINTAIN TRAILS AND CAMPSITES AND OWN SEVERAL NATURAL AREAS.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$205,828	ExpenseAmt
Desc	CONSERVATION EDUCATION: THROUGH PUBLICATIONS, EVENTS, AND OUTDOOR PROGRAMS, WE EDUCATE, EMPOWER, MOTIVATE, AND INSPIRE PEOPLE TO SUPPORT LAND CONSERVATION AND STEWARDSHIP BY VOLUNTARY ACTION. WE ENGAGE PRIVATE AND PUBLIC SUPPORT AND BUILD PARTNERSHIPS TO CARRY OUT CONSERVATION TRANSACTIONS. WE ENCOURAGE CIVIC PARTICIPATION IN CONSERVATION STRATEGIES AND PRIORITIES. WE ENCOURAGE PEOPLE TO ENJOY AND CARE FOR OPEN SPACE AND NATURAL RESOURCES.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,906,119	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	Yes (1)	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	Yes (1)	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (1)	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	20	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	15	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	14	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBIN KILFEATHER-MACKEY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6036436626	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	19 BUCK ROAD	AddressLine1Txt
City	HANOVER	CityNm
State Abbreviation	NH	StateAbbreviationCd
ZIP	03755	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
TOM CIARDELLI
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JOHN ARCHER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JEFF BERNSTEIN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JUNE HEMBERGER
SECRETARY	1.00	Yes (X)	$0	$0	$0	Yes (X)
JOHN GERSTMAYR
VICE CHAIR	3.00	Yes (X)	$0	$0	$0	Yes (X)
CHRIS NESBITT
CHAIR	12.00	Yes (X)	$0	$0	$0	Yes (X)
BOB WETZEL
TRUSTEE	3.00	Yes (X)	$0	$0	$0
LIZ RUSSELL
TRUSTEE	1.00	Yes (X)	$0	$0	$0
NICK RUSSELL
TRUSTEE	1.00	Yes (X)	$0	$0	$0
WILLIS WOOD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JIM ZIEN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ELENA MIHALY
TRUSTEE	1.00	Yes (X)	$0	$0	$0
STAN WILLIAMS
TREASURER	2.00	Yes (X)	$0	$0	$0	Yes (X)
JUSTIN GULLOTTA
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JEANIE MCINTYRE
EXECUTIVE DIRECTOR	40.00		$99,604	$0	$10,989	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$99,604	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$10,989	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,014,978	GovernmentGrantsAmt
All Other Contributions	$3,214,902	AllOtherContributionsAmt
Noncash Contributions	$251,272	NoncashContributionsAmt
Total Contributions	$4,229,880	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CONSERVATION CONSULTIN	Desc
Business	541610	BusinessCd
Total Revenue Column	$95,217	TotalRevenueColumnAmt
Related Or Exempt Func Income	$95,217	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$95,217	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$75,501	TotalRevenueColumnAmt
Exclusion	$75,501	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$31,177	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$31,177	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$31,177	TotalRevenueColumnAmt
Exclusion	$31,177	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$2,498	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,498	TotalRevenueColumnAmt
Exclusion	$2,498	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	FEE LAND INCOME	Desc
Business	110000	BusinessCd
Total Revenue Column	$23,605	TotalRevenueColumnAmt
Related Or Exempt Func Income	$23,605	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$23,605	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,457,878	TotalRevenueColumnAmt
Related Or Exempt Func Income	$118,822	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$109,176	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$100,204	TotalAmt
Program Services	$11,195	ProgramServicesAmt
Management And General	$63,110	ManagementAndGeneralAmt
Fundraising	$25,899	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$547,461	TotalAmt
Program Services	$484,242	ProgramServicesAmt
Management And General	$30,049	ManagementAndGeneralAmt
Fundraising	$33,170	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$24,680	TotalAmt
Program Services	$18,498	ProgramServicesAmt
Management And General	$3,477	ManagementAndGeneralAmt
Fundraising	$2,705	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$68,506	TotalAmt
Program Services	$51,345	ProgramServicesAmt
Management And General	$9,653	ManagementAndGeneralAmt
Fundraising	$7,508	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$51,838	TotalAmt
Program Services	$38,851	ProgramServicesAmt
Management And General	$7,305	ManagementAndGeneralAmt
Fundraising	$5,682	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$15,399	TotalAmt
Program Services	$14,082	ProgramServicesAmt
Management And General	$1,317	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$14,300	TotalAmt
Management And General	$14,300	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$26,088	TotalAmt
Management And General	$25,338	ManagementAndGeneralAmt
Fundraising	$750	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$24,272	TotalAmt
Program Services	$13,724	ProgramServicesAmt
Management And General	$4,576	ManagementAndGeneralAmt
Fundraising	$5,972	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$7,109	TotalAmt
Program Services	$5,418	ProgramServicesAmt
Management And General	$1,019	ManagementAndGeneralAmt
Fundraising	$672	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$12,250	TotalAmt
Program Services	$11,805	ProgramServicesAmt
Management And General	$421	ManagementAndGeneralAmt
Fundraising	$24	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,513	TotalAmt
Program Services	$2,214	ProgramServicesAmt
Management And General	$2,010	ManagementAndGeneralAmt
Fundraising	$1,289	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$8,025	TotalAmt
Program Services	$6,116	ProgramServicesAmt
Management And General	$1,150	ManagementAndGeneralAmt
Fundraising	$759	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$17,631	TotalAmt
Management And General	$17,631	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$17,890	TotalAmt
Program Services	$13,635	ProgramServicesAmt
Management And General	$2,564	ManagementAndGeneralAmt
Fundraising	$1,691	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PURCHASE OF CONSERVATIO	$1,188,335	$1,188,335
PRINTING AND PUBLICATIO	$18,132	$11,671	$1,797	$4,664
PROPERTY TAXES	$17,944	$17,944
MAINTENANCE AND REPAIRS	$9,508	$7,247	$1,363	$898

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$22,372	TotalAmt
Program Services	$9,797	ProgramServicesAmt
Management And General	$7,801	ManagementAndGeneralAmt
Fundraising	$4,774	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,197,457	TotalAmt
Program Services	$1,906,119	ProgramServicesAmt
Management And General	$194,881	ManagementAndGeneralAmt
Fundraising	$96,457	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$200	BOYAmt
EOY	$200	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$589,629	BOYAmt
EOY	$961,168	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,150	BOYAmt
EOY	$398,069	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$970	BOYAmt
EOY	$2,157	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$4,314	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$6,316,998	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$290,251	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,833,640	BOYAmt
EOY	$6,026,747	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,241,955	BOYAmt
EOY	$4,373,483	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$577,352	BOYAmt
EOY	$581,638	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,259,896	BOYAmt
EOY	$12,347,776	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$61,236	BOYAmt
EOY	$60,380	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$17,449	BOYAmt
EOY	$130,329	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$629,454	BOYAmt
EOY	$123,851	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$4,872	BOYAmt
EOY	$4,112	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$713,011	BOYAmt
EOY	$318,672	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$499,105	BOYAmt
EOY	$874,350	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$552,547	BOYAmt
EOY	$909,302	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,495,233	BOYAmt
EOY	$10,245,452	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$9,546,885	BOYAmt
EOY	$12,029,104	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$10,259,896	BOYAmt
EOY	$12,347,776	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$2,260,421	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$221,798	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,287,665	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,758,604	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,061,455	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,306,434	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,229,880	CurrentTaxYearAmt
Total	$13,644,038	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,287,665	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,758,604	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,061,455	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,306,434	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,229,880	CurrentTaxYearAmt
Total	$13,644,038	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$13,644,038	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$45,172	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$41,041	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$44,608	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$48,658	CurrentTaxYearMinus1YearAmt
Current Tax Year	$75,501	CurrentTaxYearAmt
Total	$254,980	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$25,084	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$25,625	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$28,170	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$26,929	CurrentTaxYearMinus1YearAmt
Current Tax Year	$57,280	CurrentTaxYearAmt
Total	$163,088	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$14,062,106	TotalSupportAmt
Gross Receipts Rltd Activities	$325,535	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.97030	PublicSupportCY170Pct
Public Support PY170	0.96570	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Public Use	Yes (X)	PreservationPublicUseInd
Protection Natural Habitat	Yes (X)	ProtectionNaturalHabitatInd
Preservation Open Space	Yes (X)	PreservationOpenSpaceInd
Historic Land Area	Yes (X)	HistoricLandAreaInd
Total Easements	489	TotalEasementsCnt
Total Acreage	48468.00	TotalAcreageCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	2	StatesEasementsHeldCnt
Written Policy Monitoring	Yes (1)	WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement	2841.00	StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement	$258,292	ExpensesIncurredEnforcementAmt
Agent Trustee Etc	0	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	0	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$3,241,955	BeginningYearBalanceAmt
Contributions	$875,000	ContributionsAmt
Investment Earnings Or Losses	$256,528	InvestmentEarningsOrLossesAmt
End Year Balance	$4,373,483	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,947,487	BeginningYearBalanceAmt
Investment Earnings Or Losses	$294,468	InvestmentEarningsOrLossesAmt
End Year Balance	$3,241,955	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,875,133	BeginningYearBalanceAmt
Investment Earnings Or Losses	$72,354	InvestmentEarningsOrLossesAmt
End Year Balance	$2,947,487	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,900,848	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$25,715	InvestmentEarningsOrLossesAmt
End Year Balance	$2,875,133	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$2,602,206	BeginningYearBalanceAmt
Investment Earnings Or Losses	$298,642	InvestmentEarningsOrLossesAmt
End Year Balance	$2,900,848	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.82430	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.17570	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (1)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$5,716,301	OtherCostOrOtherBasisAmt
Book Value	$5,716,301	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$528,367	OtherCostOrOtherBasisAmt
Depreciation	$227,966	DepreciationAmt
Book Value	$300,401	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$72,330	OtherCostOrOtherBasisAmt
Depreciation	$62,285	DepreciationAmt
Book Value	$10,045	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$6,026,747	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
EASEMENT INSTALLMENT PAYABLE	$3,121
CHARITABLE GIFT ANNUITY PAYABLE	$991

Field	Value	IRS element (for citing)
Total Liability	$4,112	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$4,679,676	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$221,798	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$221,798	RevenueNotReportedAmt
Revenue Subtotal	$4,457,878	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$4,457,878	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,197,457	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$2,197,457	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,197,457	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART II, LINE 5:	UVLT MONITORS ITS CONSERVATION EASEMENT PROPERTIES REGULARLY, AT LEAST ANNUALLY, IN A MANNER APPROPRIATE TO THE SIZE AND RESTRICTIONS OF EACH PROPERTY. ROUTINE MONITORING CONSISTS OF REVIEWING A SYNOPSIS OF THE PROJECT FILE AND BASELINE DOCUMENTATION REPORT, CONTACTING THE LANDOWNER TO DISCUSS THE MONITORING PROCESS AND TO MAINTAIN CORDIAL RELATIONS, INSPECTING THE PROPERTY, AND DOCUMENTING THE VISIT.
PART II, LINE 9:	THE UPPER VALLEY LAND TRUST WORKS WITH LANDOWNERS WHO CHOOSE TO PROTECT THE NATURAL RESOURCES AND SCENIC VALUES OF THEIR LAND FOR FUTURE GENERATIONS. THE UPPER VALLEY LAND TRUST USES LEGALLY BINDING AGREEMENTS TO RESTRICT DEVELOPMENT WHILE ENCOURAGING SUSTAINABLE USES AND WISE STEWARDSHIP. CONSERVATION AGREEMENTS REMAIN IN EFFECT, SAFEGUARDED BY UVLT, AS PROTECTED PROPERTY CHANGES OWNERS THROUGH THE YEARS. AS OF 6/30/2018, UVLT HOLDS 489 CONSERVATION EASEMENTS COVERING 48,468 ACRES AND 25 FEE INTERESTS COVERING 4,209 ACRES. TOTAL PROPERTIES WITH CONSERVATION INTERESTS = 514, COVERING 52,677 ACRES. UVLT HAS NO EASEMENTS ON BUILDINGS OR STRUCTURES, AND NONE THAT ENCUMBER A GOLF COURSE OR PORTIONS OF A GOLF COURSE. THEY DO NOT HOLD ANY CONSERVATION EASEMENTS THAT WERE GRANTED PURSUANT TO APPROVAL OF A RESIDENTIAL DEVELOPMENT OR ARE LOCATED WITHIN SUCH A DEVELOPMENT. UVLT HOLDS NO EASEMENTS THAT WERE ACQUIRED IN A TRANSACTION DESCRIBED UNDER THE PURCHASE OF REAL PROPERTY FROM CHARITABLE ORGANIZATIONS IN NOTICE 2004-41. THE UPPER VALLEY LAND TRUST HAS NO EASEMENTS ON BUILDINGS OR STRUCTURES ACQUIRED AFTER AUGUST 17, 2006.
PART V, LINE 4:	THE ENDOWMENT FUNDS ARE INTENDED TO EARN A LONG-TERM TOTAL ANNUAL RATE OF RETURN AND INCLUDE ASSETS OF DONOR-RESTRICTED FUNDS IN WHICH THE ORGANIZATION MUST HOLD FOR A PERIOD SPECIFIED BY THE DONOR.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	7	ContributionCnt
Noncash Contributions Rpt F990	$54,272	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Qualified Contrib Other QualifiedContribOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	8	ContributionCnt
Noncash Contributions Rpt F990	$0	NoncashContributionsRptF990Amt
Method Of Determining Revenues	ZERO VALUE	MethodOfDeterminingRevenuesTxt

Real Estate Other RealEstateOtherGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$197,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FAIR MARKET VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (1)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY A QUALIFIED CPA FIRM SELECTED BY THE BOARD FOR THE ANNUAL AUDIT. THIS FIRM PREPARES THE FORM 990 BASED ON INFORMATION PROVIDED TO IT BY UVLT STAFF AND IS SUBJECT TO THEIR NORMAL ACCOUNTING CHECKS AND PROCEDURES. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND, UPON RECOMMENDATION OF THE COMMITTEE, THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12C	TRUSTEES REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND PROVIDE SIGNED DISCLOSURES OF ANY POTENTIAL CONFLICTS. THE PRESIDENT AND THE EXECUTIVE COMMITTEE MONITOR COMPLIANCE ON AN ONGOING BASIS.
FORM 990, PART VI, SECTION B, LINE 15	THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND KEY EMPLOYEES IS REVIEWED AND APPROVED ON AN ANNUAL BASIS BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	UVLT MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 2C	THE PROCESS OF COMPLETING OUR FINANCIAL STATEMENTS AND REPORT HAS NOT CHANGED SINCE THE PRIOR YEAR.