2017-02-12T08:31:12-07:00 2016-09-30 990 2015-10-01 066079549 NEWTOWN FOREST ASSOCIATION INC NEWT 2032703650 PO Box 213 Newtown CT 06470 Clarence Peterson Treasurer 2037332030 2017-02-12 2015 2021-01-29 14:40:06Z Clarence Guy Peterson PO Box 213 newtown CT 06470 131220 0 X www.newtownforestassociation.org X 1924 CT The Newtown Forest Association is the oldest private land trust organization in Connecticut. It has been dedicated for over ninety years to securing for the residents of Newtown and their posterity the benefits derived from open space lands. Lands which include, but are not limited to, forest and agricultural land, wildlife and nature preserves and watersheds. 12 12 6 20 0 0 1910022 29217 0 0 90369 84152 3581 3102 2003972 116471 0 0 0 0 16295 13033 0 0 7044 164778 152627 181073 165660 1822899 -49189 6548017 6529971 1000 1000 6547017 6528971 The Newtown Forest Association is the oldest private land trust organization in Connecticut. It has been dedicated for over ninety years to securing for the residents of Newtown and for posterity generally the benefits derived from open space lands. Lands which include, but are not limited to, forest and agricultural land, wildlife and nature preserves and watersheds. 0 0 82571 10150 0 Property stewardship, monitoring and maintenance 55048 0 0 Nettleton Memorial Orchard Project - reclaiming overgrown orchard meadow and replanting 26 memorial apple trees. 0 0 0 137619 1 1 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 3 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 X Clarence O Peterson IV 2037332030 PO Box 213 Newtown CT 06470 Robert Eckenrode President 6.5 0 X X 0 0 0 Bart Smith Vice President & Secretary 3 0 X X 0 0 0 Clarence O Peterson IV Treasurer 8 0 X X 0 0 0 Aaron Coopersmith Vice President 4 0 X X 0 0 0 Ed Kelleher Director 1 0 X 0 0 0 Tim Gagne Director 1.5 0 X 0 0 0 William Watts Director 1 0 X 0 0 0 Martha Wright Director 0.5 0 X 0 0 0 Dan Dalton Director 1 0 X 0 0 0 Coke Cramer Director 0.5 0 X 0 0 0 Don Morrissey Director 1.5 0 X 0 0 0 Harvey Pessin Director 5 0 X 0 0 0 Bill Pisereta Director 1 0 X 0 0 0 Dave Brooker Caretaker 25 0 X 0 0 0 0 0 0 0 0 0 0 0 0 3005 0 0 0 26212 0 29217 0 0 0 0 0 84152 84152 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 17851 0 14749 3102 0 3102 0 0 0 0 0 0 0 0 0 0 0 0 0 116471 84152 0 3102 X 0 0 0 0 0 0 0 0 0 0 0 0 12279 12279 0 0 0 0 0 0 0 0 0 0 0 0 0 0 754 754 0 0 1000 0 1000 0 1500 1500 0 0 3000 0 3000 0 0 0 0 0 0 0 0 0 0 0 14969 6192 8777 0 6277 0 0 6277 0 0 0 0 0 0 0 0 0 0 0 9285 8561 724 0 0 0 0 0 0 0 0 0 1479 0 1479 0 0 0 0 0 0 0 0 0 12953 11022 1931 0 14849 12167 2682 0 87315 85144 1404 767 165660 137619 20997 7044 133534 96357 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1907 936 157372 91717 76696 65655 1739447 1770590 0 0 0 0 0 0 4596433 4596433 6548017 6529971 1000 1000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1000 1000 X 1568144 1599531 230968 179874 4747905 4749566 6547017 6528971 6548017 6529971 X -49189 31143 0 0 0 0 X 0 0 0 X 30019 114486 17161 81441 29217 272324 0 0 0 0 0 0 0 0 0 0 0 0 30019 114486 17161 81441 29217 272324 272324 79294 77528 86255 90369 54152 387598 0 0 0 0 0 0 0 0 0 3581 3102 6683 666605 0 0.40852 0.39456 X Schedule A, Part II, Line 10 Other income represents fundraising event revenues RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 5 224 0 0 0 1 1 20 300 1 382440 10789 9150 10150 59222 0 333007 403047 64566 7656 0 92829 0 382440 411821 5027 4741 0 18542 0 403047 106676 362445 4523 0 61823 0 411821 104852 0 4970 0 3146 0 106676 0.24 0.71 0.05 0 0 0 0 0 113380 0 70657 42723 0 0 0 0 29188 0 13219 15969 14804 0 7841 6963 65655 Purchased Open Space 213710 Donated Open Space Land 1134723 Donated Conservation Easements 3248000 4596433 Schedule D, Part II, Line 5 The NFA requires annual monitoring of all of its conservation easements. In the event of an easement violation the NFA has reserves as well as TerraFirma Insurance to help us defend and legally enforce such matters. Schedule D, Part II, Line 9 For easements acquired after 2003 they are reported at the fair market value at the date of donation based on appraisals or other market comparables. Schedule D, Part V, Line 4 Most all of the permanently restricted fund balance is directly related to the FMV of donated land and easement which is deed restricted as open space. The cash portion of the permanently restricted fund balance is related to our Newtown Tree Project which is endowed to provide continued funding for trees in the classroom project and other tree promotional activities. Wine Tasting 14461 0 14461 0 0 4374 6335 150 1717 0 0 14461 0 14461 0 0 4374 6335 150 1717 12576 1885 Bill Watts Jr Son of Board member 2933 Property Stewardship - Mowing 0 Devin Peterson Son of Board Member 2925 Property Stewardship Intern 0 Brenden Peterson Son of Board Member 2687 Property Maintenance Intern 0 Mix Goldman LLC Board Member 1500 Retainer for closing costs only. No legal fee was charged by the board member. Direct costs went to pay for title insurance and title search (First American Title Ins.) and recording fees (Town of Newtown). Subsequent to the closing the unexpended portion of the retainer was refunded in the amount of $110. 0 Form 990, Part VI, Section A, Line 6 On an annual basis the members elect the board of directors and officers Form 990, Part VI, Section A, Line 7a Members approve the actions of the Board of Directors at its annual meeting. Form 990, Part VI, Section A, Line 7b The members are required to vote on certain governance matters such as modifications of the by-laws and other actions as outlined in the charter and by-laws. Form 990, Part VI, Section B, Line 11b The 990 is provided to the entire board of directors prior to the board meeting where the treasurer reviews the return and changes over prior years, if any, to the form or any positions taken; the treasurer fields questions, if any, and the board then authorizes the treasurer to submit the return. Form 990, Part VI, Section B, Line 12c Annually all board members complete and sign a code of conduct statement. conflicts, if any are shared with the entire board and those individuals are required to recuse themselves from related conversations and abstain from voting or making any decisions related to such activities. Form 990, Part VI, Section B, Line 15 All officers and directors are uncompensated. Form 990, Part VI, Section C, Line 19 Upon written request, the NFA board will consider access to such documents. At this point in time no such requests have been made either verbally or in written format. Form 990, Part IX, Line 11g Fees related to baseline documentation and formal management plans paid to an independent consultant. Form 990, Part IX, Line 24e Program Services > $50,589 Nettleton, $4,459 NTP, $7,131 Small Tools & Equipment Repairs, $1,859 Fuel/Mileage, $4,235 Barn Removal, $4,453, Cavanaugh Pond Beavers, $4,778 Holcombe Hill/HQ and $6,542 Other Property Stewardship, Mowing and Maintenance. Form 990, Part XI, Line 9 unrealized appreciation of investment portfolio