NEW ENGLAND FORESTRY FOUNDATION INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- NEW ENGLAND FORESTRY FOUNDATION INC (EIN 04-2024022)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2017-09-14
- IRS object ID
- 201742579349300139
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-14T11:34:23-05:00 | ReturnTs |
| Tax Period End | 2017-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203985546 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON O'CONNOR FERON & CARUCCI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EDGEWATER DRIVE SUITE 210 | AddressLine1Txt |
| City | WAKEFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042024022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New England Forestry Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWE | BusinessNameControlTxt |
| Phone | 9789526856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 Foster Street | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 014604346 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert Perschel | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 9789526856 | PhoneNum |
| Signature | 2017-09-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph M Giso | PreparerPersonNm |
| PTIN | P00030126 | PTIN |
| Phone | 7819143400 | PhoneNum |
| Preparation | 2017-09-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.230.50.122 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-05 | IPDt |
| IP Tm | 13:41:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7689FAE2458D68E2FCB311AFF22D60DFB87B3A07 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0A1227EABE28EE2794CD015C67F00595EC347952 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Robert Perschel | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 Foster Street | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 014604346 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,459,667 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | newenglandforestry.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | NEFF safeguards and assures sustainable management of the region's forests.New England Forestry Foundation safeguards and assures sustainable management of regional forests. This mission encompasses:Conserving forest land both through direct ownership and through the acquisition and stewardship of conservation easements.Communicating forests' many benefits clearly to the general public, forest landowners, and other key audiences. Fostering government policies and private practices that support sustainable forest management, protect forest health and maintain forests' many values to society.Demonstrating high-quality forest management on lands we own or manage. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,149,972 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,056,867 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,134,688 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $420,205 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$109,947 | PYInvestmentIncomeAmt |
| CY Investment Income | $310,389 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,114 | PYOtherRevenueAmt |
| CY Other Revenue | $6,162 | CYOtherRevenueAmt |
| PY Total Revenue | $3,181,827 | PYTotalRevenueAmt |
| CY Total Revenue | $2,793,623 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,112,423 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,216,472 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $429,687 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,279,752 | PYOtherExpensesAmt |
| CY Other Expenses | $1,067,505 | CYOtherExpensesAmt |
| PY Total Expenses | $2,392,175 | PYTotalExpensesAmt |
| CY Total Expenses | $2,288,977 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $789,652 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $504,646 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,065,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,121,325 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $206,845 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,145,234 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,858,504 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,976,091 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | New England Forestry Foundation safeguards and assures sustainable management of the region's private forests. This mission encompasses:Conserving forest land both through direct ownership and through the acquisition and stewardship of conservation easements. Cont. on Sch OCommunicating forests' many benefits clearly to the general public, forest landowners, and other key audiences. Fostering government policies and private practices that support sustainable forest management, protect forest health and maintain forests' many values to society.Demonstrating high-quality forest management on lands we own or manage. Sustainable management of our lands is ensured through third party certification by the Forest Stewardship Council. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,162,673 | ExpenseAmt |
| Desc | Thoughtful, long-term stewardship requires informed landowners, skilled professional foresters, and a general public that recognizes forests' importance. NEFF's education and outreach work fosters the public policies and private actions needed to conserve and sustainably manage New England's privately owned forests forest through public walks; volunteer training sessions; workshops for the public and forest professionals; and development of print, web, email and social media-based communications of important themes and developments regarding New England's forests. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,724 | ExpenseAmt |
| Grant | $5,000 | GrantAmt |
| Desc | To protect forests from fragmentation and development, NEFF acquires land and conservation easements by both donation and purchase. To date we own more than 140 community forests conserving more than 26,000 acres across New England. We also hold more than 140 conservation easements that protect and provide for sustainable management of more than 1.1 million acres of forest land owned by private individuals and forest products companies in seven states. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $396,580 | ExpenseAmt |
| Revenue | $420,205 | RevenueAmt |
| Desc | Conservation does not stop once a forest or easement is acquired. NEFF conducts annual monitoring surveys with all landowners with whom we hold an easement to ensure that the terms of the easement are maintained. We work with local foresters throughout New England to sustainably manage our community forests, demonstrating high-quality forest practices and providing a sustainable supply of wood, economic opportunity, and jobs to local communities. Forests conserved by NEFF sequester carbon and through that sequestration can provide carbon credits for CO2 equivalents which can be sold via a carbon market, providing additional revenues for conservation. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,643,977 | 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 | 0 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert Perschel | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9789526856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 Foster street | AddressLine1Txt |
| City | Littleton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 014604346 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT PERSCHEL | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $140,000 | $0 | $20,259 |
| ROBERT ACKERMAN | ||||||
| TREASURER | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PHILIP Y DENORMANDIE | ||||||
| PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID B KITTREDGE JR | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK E FINDLAY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RUTH KENNEDY SUDDUTH | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK J WEYERHAEUSER | ||||||
| CLERK | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JONATHAN M KEYES | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| RICHARD F PERKINS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| IRENE SEDGWICK BRIEDIS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ERNEST W FOSTER JR | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH NICHOLS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BYRON W STUTZMAN | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN F HEMENWAY | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CHARLES COLLINS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANDREA COLNES | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| G MONTGOMERY LOVEJOY III | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN NORRIS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $140,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,259 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $112,600 | GovernmentGrantsAmt |
| All Other Contributions | $1,944,267 | AllOtherContributionsAmt |
| Noncash Contributions | $869,197 | NoncashContributionsAmt |
| Total Contributions | $2,056,867 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Timber Sales | Desc |
| Business | 110000 | BusinessCd |
| Total Revenue Column | $420,205 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $420,205 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $420,205 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $218,311 | TotalRevenueColumnAmt |
| Exclusion | $218,311 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,162 | 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 | $6,162 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,162 | TotalRevenueColumnAmt |
| Exclusion | $6,162 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,757,287 | SecuritiesAmt |
| Other | $835 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,664,955 | SecuritiesAmt |
| Other | $1,089 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $92,332 | SecuritiesAmt |
| Other | -$254 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,078 | TotalRevenueColumnAmt |
| Exclusion | $92,078 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,793,623 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $420,205 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $316,551 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,000 | TotalAmt |
| Program Services | $42,000 | ProgramServicesAmt |
| Management And General | $42,000 | ManagementAndGeneralAmt |
| Fundraising | $56,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,589 | TotalAmt |
| Program Services | $565,120 | ProgramServicesAmt |
| Management And General | $101,929 | ManagementAndGeneralAmt |
| Fundraising | $185,540 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,419 | TotalAmt |
| Program Services | $71,309 | ProgramServicesAmt |
| Management And General | $25,868 | ManagementAndGeneralAmt |
| Fundraising | $48,242 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,464 | TotalAmt |
| Program Services | $37,581 | ProgramServicesAmt |
| Management And General | $14,675 | ManagementAndGeneralAmt |
| Fundraising | $26,208 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,227 | TotalAmt |
| Program Services | $106,227 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,411 | TotalAmt |
| Program Services | $75,227 | ProgramServicesAmt |
| Management And General | $592 | ManagementAndGeneralAmt |
| Fundraising | $592 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,126 | TotalAmt |
| Program Services | $21,150 | ProgramServicesAmt |
| Management And General | $9,019 | ManagementAndGeneralAmt |
| Fundraising | $10,957 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,173 | TotalAmt |
| Program Services | $209,535 | ProgramServicesAmt |
| Management And General | $419 | ManagementAndGeneralAmt |
| Fundraising | $3,219 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,451 | TotalAmt |
| Program Services | $1,432 | ProgramServicesAmt |
| Management And General | $121 | ManagementAndGeneralAmt |
| Fundraising | $898 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,231 | TotalAmt |
| Program Services | $8,524 | ProgramServicesAmt |
| Management And General | $1,053 | ManagementAndGeneralAmt |
| Fundraising | $5,654 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,772 | TotalAmt |
| Program Services | $4,273 | ProgramServicesAmt |
| Management And General | $485 | ManagementAndGeneralAmt |
| Fundraising | $2,014 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,135 | TotalAmt |
| Program Services | $30,980 | ProgramServicesAmt |
| Management And General | $532 | ManagementAndGeneralAmt |
| Fundraising | $7,623 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,418 | TotalAmt |
| Program Services | $29,010 | ProgramServicesAmt |
| Management And General | $3,076 | ManagementAndGeneralAmt |
| Fundraising | $10,332 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,713 | TotalAmt |
| Program Services | $1,713 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,958 | TotalAmt |
| Program Services | $101,494 | ProgramServicesAmt |
| Management And General | $408 | ManagementAndGeneralAmt |
| Fundraising | $2,056 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,387 | TotalAmt |
| Program Services | $22,331 | ProgramServicesAmt |
| Management And General | $2,122 | ManagementAndGeneralAmt |
| Fundraising | $5,934 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Commission Expense | $79,012 | $79,012 | $0 | $0 |
| Repairs and Maintenance | $71,150 | $42,420 | $4,206 | $24,524 |
| Publication and Communi | $67,315 | $57,430 | $367 | $9,518 |
| Survey and Appraisal Fe | $41,274 | $41,274 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,752 | TotalAmt |
| Program Services | $90,935 | ProgramServicesAmt |
| Management And General | $8,441 | ManagementAndGeneralAmt |
| Fundraising | $30,376 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,288,977 | TotalAmt |
| Program Services | $1,643,977 | ProgramServicesAmt |
| Management And General | $215,313 | ManagementAndGeneralAmt |
| Fundraising | $429,687 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,355 | BOYAmt |
| EOY | $319,455 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,487 | BOYAmt |
| EOY | $531,487 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,335 | BOYAmt |
| EOY | $86,338 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,045 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,285 | BOYAmt |
| EOY | $40,922 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,720,373 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $864,610 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,760,310 | BOYAmt |
| EOY | $27,855,763 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,429,406 | BOYAmt |
| EOY | $9,243,860 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,126 | BOYAmt |
| EOY | $43,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,065,349 | BOYAmt |
| EOY | $38,121,325 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,595 | BOYAmt |
| EOY | $1,024,939 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,250 | BOYAmt |
| EOY | $3,148 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $117,147 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,845 | BOYAmt |
| EOY | $1,145,234 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,731,971 | BOYAmt |
| EOY | $28,718,497 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,950,178 | BOYAmt |
| EOY | $5,081,239 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,176,355 | BOYAmt |
| EOY | $3,176,355 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,858,504 | BOYAmt |
| EOY | $36,976,091 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,065,349 | BOYAmt |
| EOY | $38,121,325 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $504,646 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $800,915 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$187,974 | 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 | $1,524,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,608,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,841,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,154,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,096,906 | CurrentTaxYearAmt |
| Total | $13,225,208 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,524,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,608,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,841,230 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,154,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,096,906 | CurrentTaxYearAmt |
| Total | $13,225,208 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,963,212 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,261,996 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $177,621 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $192,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $224,473 | CurrentTaxYearAmt |
| Total | $960,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,186,013 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,373,762 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
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 |
| Total Easements | 144 | TotalEasementsCnt |
| Total Acreage | 1147646.00 | TotalAcreageCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 7 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 2327.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $126,399 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,038,085 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $97,502 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $235,613 | OtherExpendituresAmt |
| End Year Balance | $899,973 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,133,462 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$37,618 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $57,759 | OtherExpendituresAmt |
| End Year Balance | $1,038,085 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,103,019 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $43,922 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,479 | OtherExpendituresAmt |
| End Year Balance | $1,133,462 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,040,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $97,348 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $34,905 | OtherExpendituresAmt |
| End Year Balance | $1,103,019 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,298,057 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $96,193 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $353,674 | OtherExpendituresAmt |
| End Year Balance | $1,040,576 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14210 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.11050 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.74740 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $26,356,598 | InvestmentCostOrOtherBasisAmt |
| Book Value | $26,356,598 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,816,986 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $585,328 | DepreciationAmt |
| Book Value | $1,231,658 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $391,107 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $204,377 | DepreciationAmt |
| Book Value | $186,730 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $155,682 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $74,905 | DepreciationAmt |
| Book Value | $80,777 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $27,855,763 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,446,604 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $800,915 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $40,039 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$187,973 | OtherRevenueAmt |
| Revenue Not Reported | $652,981 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,793,623 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,793,623 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,329,016 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $40,039 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $40,039 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,288,977 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,288,977 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part II, Line 3: | The Foundation does not record revenue on donated easements. The purchase cost of easements is expensed in the year of purchase. No balance sheet asset or liability is included for purchased or donated easements, however if an easement is placed on a Foundation Forest, impairment on the Foundation Forest is recorded. |
| Part V, Line 4: | The overall financial objective for the assets of the Endowment Fund is to provide support for both the operating budget and the needs of the restricted funds, while maintaining or increasing the purchasing power of the Fund. |
| Part X, Line 2: | The Foundation is organized and operated exclusively for charitable and educational purposes. Income related to these purposes is exempt from federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code. Unrelated business income would be taxable according to applicable Internal Revenue Code sections. The Foundation regularly reviews and evaluates its tax positions taken in its filed returns and recognizes the benefit from a tax position only if it is more likely than not that the position would be sustained upon audit based solely on the technical merits of the tax position. The Foundation accrues interest and penalties on uncertain tax positions as a component of the provision for income taxes. The Foundation files federal and Massachusetts tax returns. The statute of limitations for these jurisdictions are generally three years. The Foundation had no returns under examination as of April 30, 2017. |
| Part XI, Line 2d - Other Adjustments: | IMPAIRMENT RECOGNIZED DUE TO CONSERVATION EASEMENT UNREALIZED GAIN ON SALE ON AVAILABLE FOR SALE REAL ESTATE -187,973. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT PERSCHEL | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $140,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,259 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $160,259 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Landvest | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Two current board members | RelationshipDescriptionTxt |
| Transaction | $10,000 | TransactionAmt |
| Transaction | Deposit on land purchase and consulting on map design project. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
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 | $93,942 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - Market Price | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $765,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV - Appraised 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | IRS Form 990 is provided to management and the board of directors prior to the annual board meeting for review. Management and the finance committee have reviewed the IRS Form 990 prior to approval. The finance committee formally approves the IRS Form 990 prior to filing. |
| Form 990, Part VI, Section B, line 12c | Each of the directors annually affirms in writing that he/she complies with the Foundation's conflict of interest policy. If circumstances arise during the year that present a conflict of interest he/she is required to disclose the conflict to the board. |
| Form 990, Part VI, Section B, line 15a | Employee compensation is determined by the executive committee of the board of directors based on position requirements, qualifications, experience, and service. Regionally appropriate comparability data is used in evaluating compensation. |
| Form 990, Part VI, Section C, line 19 | The Foundations's governing documents, tax returns, conflict of interest policy and financial statements are made available to the public upon request. |
| Form 990, Part XI, line 9: | Impairment Recognized due to Conservation Easement -187,974. |
| Form 990, Part XII, Line 2c: | New England Forestry Foundation's board of directors oversees the financial statement audit. The board reviews the financial statements and formally approves them prior to filing. |
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