WESTPORT LAND CONSERVATION TRUST INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WESTPORT LAND CONSERVATION TRUST INC (EIN 23-7216308)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-10
IRS object ID
201402839349300015
Schema version
2013v3.0
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

FieldValueIRS element (for citing)
Return2014-10-10T08:56:39-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN041617630PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MEYER REGAN & WILNER LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 831AddressLine1
CityFALL RIVERCity
StateMAState
ZIP Code027220831ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237216308EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WESTPORT LAND CONSERVATION TRUST INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWESTBusinessNameControlTxt
Phone5086369228PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1830 DRIFT ROAD PO BOX 3975AddressLine1
CityWESTPORTCity
StateMAState
ZIP Code02790ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDUDLEY MILLIKIN IIIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5086369228PhoneNum
Signature2014-09-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSANDRA COSTA-INACIOPreparerPersonNm
PTINP00679613PTIN
Phone5086796451PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDUDLEY MILLIKIN IIIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1830 DRIFT ROAD PO BOX 3975AddressLine1
CityWESTPORTCity
StateMAState
ZIP Code02790ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$828,408GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WESTPORTLANDTRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1972FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionTO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee5TotalEmployeeCnt
Total Volunteers75TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$338,212PYContributionsGrantsAmt
CY Contributions Grants$740,592CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$649PYInvestmentIncomeAmt
CY Investment Income$525CYInvestmentIncomeAmt
PY Other Revenue-$10,573PYOtherRevenueAmt
CY Other Revenue$6,228CYOtherRevenueAmt
PY Total Revenue$328,288PYTotalRevenueAmt
CY Total Revenue$747,345CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$123,395PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$125,339CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$52,811CYTotalFundraisingExpenseAmt
PY Other Expenses$137,716PYOtherExpensesAmt
CY Other Expenses$110,067CYOtherExpensesAmt
PY Total Expenses$261,111PYTotalExpensesAmt
CY Total Expenses$235,406CYTotalExpensesAmt
PY Revenues Less Expenses$67,177PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$511,939CYRevenuesLessExpensesAmt
Total Assets BOY$7,926,675TotalAssetsBOYAmt
Total Assets EOY$8,450,835TotalAssetsEOYAmt
Total Liabilities BOY$5,299TotalLiabilitiesBOYAmt
Total Liabilities EOY$17,520TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,921,376NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,433,315NetAssetsOrFundBalancesEOYAmt
MissionTO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE, AND TO EDUCATE THE PUBLIC ABOUT THE WISE USE OF NATURAL RESOURCES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$102,173ExpenseAmt
DescTO PROTECT FARMLAND, WOODLAND, OPEN SPACES AND OTHER NATURAL RESOURCES THROUGH LAND ACQUISITION, LAND MANAGEMENT AND COMMUNITY EDUCATION.Desc
Total Program Service Expenses$102,173TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee5EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RYAN MANNBusinessNameLine1
FieldValueIRS element (for citing)
Phone5086369228PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1830 DRIFT ROADAddressLine1
CityWESTPORTCity
StateMAState
ZIP Code02790ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DUDLEY L MILLIKIN III
PRESIDENT2.00Yes (X)Yes (X)$0$0$0
TOM BOREIKO
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DAVID FORNEY
TREASURER1.00Yes (X)Yes (X)$0$0$0
CHARLENE WOOD
SECRETARY1.00Yes (X)Yes (X)$0$0$0
TINA SHAPLEIGH SCHMID
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JAMES TEWKSBURY
DIRECTOR0.30Yes (X)$0$0$0
RUSSELL BEEDE
DIRECTOR0.30Yes (X)$0$0$0
A MAX KOHLENBERG
DIRECTOR0.30Yes (X)$0$0$0
PETER LEVESQUE
DIRECTOR0.30Yes (X)$0$0$0
WILLIAM UNDERWOOD JR
DIRECTOR0.30Yes (X)$0$0$0
PAUL STEIN
DIRECTOR0.30Yes (X)$0$0$0
ARTHUR PARKER
DIRECTOR0.30Yes (X)$0$0$0
HENRY SWAN
DIRECTOR0.30Yes (X)$0$0$0
CHARLES TRIPPE
DIRECTOR0.30Yes (X)$0$0$0
ANN HIGGINS
DIRECTOR0.30Yes (X)$0$0$0
ALEX PRESTON
DIRECTOR0.30Yes (X)$0$0$0
JOHN GIFFORD
DIRECTOR0.30Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$15,292MembershipDuesAmt
Fundraising$19,700FundraisingAmt
All Other Contributions$705,600AllOtherContributionsAmt
Noncash Contributions$28,812NoncashContributionsAmt
Total Contributions$740,592TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$525TotalRevenueColumnAmt
Exclusion$525ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$53,136SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$53,136SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$34,155FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$19,700ContriRptFundraisingEventAmt
Fundraising Direct Expenses$27,927FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,228TotalRevenueColumnAmt
Exclusion$6,228ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$747,345TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$6,753ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$112,625TotalAmt
Program Services$24,006ProgramServicesAmt
Management And General$44,309ManagementAndGeneralAmt
Fundraising$44,310FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,500TotalAmt
Management And General$1,250ManagementAndGeneralAmt
Fundraising$1,250FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,214TotalAmt
Program Services$2,178ProgramServicesAmt
Management And General$4,018ManagementAndGeneralAmt
Fundraising$4,018FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,881TotalAmt
Management And General$8,881ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,007TotalAmt
Program Services$6,121ProgramServicesAmt
Fundraising$886FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,266TotalAmt
Program Services$2,266ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,204TotalAmt
Program Services$1,964ProgramServicesAmt
Management And General$11,710ManagementAndGeneralAmt
Fundraising$1,530FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$808TotalAmt
Management And General$808ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$493TotalAmt
Management And General$493ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,967TotalAmt
Program Services$3,082ProgramServicesAmt
Management And General$1,885ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SPECIAL PROJECTS & ALLO$49,536$49,536
PROPERTY MAINTENANCE AN$13,332$7,284$5,231$817
OUTREACH EVENTS$5,736$5,736
DUES AND SUBSCRIPTIONS$1,837$1,837

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$235,406TotalAmt
Program Services$102,173ProgramServicesAmt
Management And General$80,422ManagementAndGeneralAmt
Fundraising$52,811FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$28,244BOYAmt
EOY$59,974EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$320,677BOYAmt
EOY$401,754EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,068BOYAmt
EOY$3,146EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,148,093LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,289LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,711,097BOYAmt
EOY$7,144,804EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$863,589BOYAmt
EOY$841,157EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,926,675BOYAmt
EOY$8,450,835EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,299BOYAmt
EOY$17,520EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,299BOYAmt
EOY$17,520EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$391,828BOYAmt
EOY$390,422EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$713,685BOYAmt
EOY$792,717EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,815,863BOYAmt
EOY$7,250,176EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,921,376BOYAmt
EOY$8,433,315EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,926,675BOYAmt
EOY$8,450,835EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$511,939ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,099,491CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$275,555CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$717,577CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$313,211CurrentTaxYearMinus1YearAmt
Current Tax Year$740,592CurrentTaxYearAmt
Total$3,146,426TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,099,491CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$275,555CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$717,577CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$313,211CurrentTaxYearMinus1YearAmt
Current Tax Year$740,592CurrentTaxYearAmt
Total$3,146,426TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$450,857SubstantialContributorsTotAmt
Public Support Total170$2,695,569PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,239CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,167CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$776CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$649CurrentTaxYearMinus1YearAmt
Current Tax Year$525CurrentTaxYearAmt
Total$8,356TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years-$3,474CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,432CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years-$8,511CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$10,573CurrentTaxYearMinus1YearAmt
Current Tax Year$6,228CurrentTaxYearAmt
Total-$10,898TotalAmt
FieldValueIRS element (for citing)
Total Support$3,143,884TotalSupportAmt
Public Support CY1700.85740PublicSupportCY170Pct
Public Support PY1700.97010PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Preservation Public UseYes (X)PreservationPublicUseInd
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Historic Land AreaYes (X)HistoricLandAreaInd
Total Easements42TotalEasementsCnt
Total Acreage954.00TotalAcreageCnt
Modified Easements1ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement0.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$7,284ExpensesIncurredEnforcementAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,038,821BeginningYearBalanceAmt
Contributions$590,835ContributionsAmt
Investment Earnings Or Losses$511InvestmentEarningsOrLossesAmt
Other Expenditures$512,201OtherExpendituresAmt
End Year Balance$1,117,966EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$984,910BeginningYearBalanceAmt
Contributions$510,558ContributionsAmt
Investment Earnings Or Losses$616InvestmentEarningsOrLossesAmt
Other Expenditures$457,263OtherExpendituresAmt
End Year Balance$1,038,821EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$621,404BeginningYearBalanceAmt
Contributions$638,010ContributionsAmt
Investment Earnings Or Losses$776InvestmentEarningsOrLossesAmt
Other Expenditures$275,280OtherExpendituresAmt
End Year Balance$984,910EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$649,507BeginningYearBalanceAmt
Contributions$185,799ContributionsAmt
Investment Earnings Or Losses$386InvestmentEarningsOrLossesAmt
Other Expenditures$214,288OtherExpendituresAmt
End Year Balance$621,404EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$891,777BeginningYearBalanceAmt
Contributions$463,132ContributionsAmt
Investment Earnings Or Losses$1,563InvestmentEarningsOrLossesAmt
Other Expenditures$706,965OtherExpendituresAmt
End Year Balance$649,507EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.19620BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.09470PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.70910TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,144,336OtherCostOrOtherBasisAmt
Book Value$7,144,336BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$3,757OtherCostOrOtherBasisAmt
Depreciation$3,289DepreciationAmt
Book Value$468BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,144,804TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTS - MONEY MARKET FUNDSDesc
Book Value$841,157BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$841,157TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$775,272TotalRevEtcAuditedFinclStmtAmt
Other Revenue$27,927OtherRevenueAmt
Revenue Not Reported$27,927RevenueNotReportedAmt
Revenue Subtotal$747,345RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$747,345TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$263,333TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$27,927OtherExpensesIncludedAmt
Expenses Not Reported$27,927ExpensesNotReportedAmt
Expenses Subtotal$235,406ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$235,406TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:LAND AND CONSERVATION EASEMENT ACQUISITION COSTS ARE EXPENSED AS INCURRED.
PART V, LINE 4:TERM ENDOWMENT - FUNDS INTENDED FOR MAINTENANCE, MANAGEMENT AND RESTORATION OF CERTAIN PROPERTIES, CERTAIN LAND ACQUISITION PROJECTS, FARMLAND PROTECTION PROJECTS AND STUDIES CONCERNING AGRICULTURE. PERMANENT ENDOWMENT - FUNDS INTENDED FOR CONSERVATION, MAINTENANCE, MANAGEMENT AND IMPROVEMENT OF CERTAIN PROPERTIES.
PART X, LINE 2:THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME, OF WHICH THE ORGANIZATION HAS NONE, WOULD BE SUBJECT TO FEDERAL AND STATE INCOME TAXES. CONSEQUENTLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT ANY PROVISION FOR INCOME TAXES. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE ORGANIZATION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED.
PART XI, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS EXPENSES 27,927.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENTS EXPENSES 27,927.
SCHEDULE D, PART II, LINE 9PART II, LINE 9 - THE ORGANIZATION SHALL UNDERTAKE REGULAR MONITORING VISITS AT A RATE OF NO LESS THAN ONE VISIT PER YEAR. THE INSPECTION WILL TAKE PLACE AFTER THE LANDOWNERS HAVE BEEN GIVEN WRITTEN NOTICE AND INVITED TO ACCOMPANY THE MONITOR. MONITORING INSPECTION REPORTS WILL BE FILED AND MAINTAINED FOR THE RESPECTIVE CONSERVATION RESTRICTION IN THE ORGANIZATION'S FILES. LANDOWNERS WILL BE PROVIDED WITH A COPY OF THE REPORT, AND ANY SUBSEQUENT NEW LANDOWNERS OF THE CONSERVATION RESTRICTION WILL BE INTRODUCED TO THE ORGANIZATION, ITS POLICIES AND THE TERMS OF THE CONSERVATION RESTRICTION. THE ORGANIZATION WILL PROVIDE A NEW COPY OF THE MONITORING REPORTS TO THE LANDOWNER IF IT WAS NOT PROVIDED BY THE PREVIOUS OWNER.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1BARN DANCENameOfEvent1Amt
Gross Receipts Event1$53,855GrossReceiptsEvent1Amt
Charitable Contri Event1$19,700CharitableContriEvent1Amt
Gross Revenue Event1$34,155GrossRevenueEvent1Amt
Rent Facility Costs Event1$10,592RentFacilityCostsEvent1Amt
Food And Beverage Event1$10,991FoodAndBeverageEvent1Amt
Entertainment Event1$4,400EntertainmentEvent1Amt
Other Direct Expenses Event1$1,944OtherDirectExpensesEvent1Amt
Gross Receipts Total$53,855GrossReceiptsTotalAmt
Charitable Contributions Tot$19,700CharitableContributionsTotAmt
Gross Revenue Total Events$34,155GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$10,592RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$10,991FoodAndBeverageTotalEventsAmt
Entertainment Total Events$4,400EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$1,944OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$27,927DirectExpenseSummaryEventsAmt
Net Income Summary$6,228NetIncomeSummaryAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$28,812NoncashContributionsRptF990Amt
Method Of Determining RevenuesSELLING PRICEMethodOfDeterminingRevenuesTxt

Qualified Contrib Other QualifiedContribOtherGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationGIFTS OF LAND ARE SUBJECT TO GOOD TITLE, SITE VISIT, AND APPRAISAL AND ACCEPTED WITH EXECUTIVE COMMITTEE APPROVAL AND LAND PRESERVATION COMMITTEE RECOMMENDATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6ALL INTERESTED PERSONS MAY BECOME MEMBERS UPON PAYMENT OF ANNUAL MEMBERSHIP DUES.
FORM 990, PART VI, SECTION A, LINE 7ABOARD MEMBERS AND OFFICERS (THE "GOVERNING BODY") ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING OF MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BCHANGES TO BYLAWS ARE SUBJECT TO APPROVAL BY MEMBERS
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND OFFICE MANAGER, THEN REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND THE FINANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND EXPLAINED TO EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH STAFF MEMBER. EACH INDICATES WITH A SIGNATURE THAT THEY UNDERSTAND AND WILL COMPLY WITH THE POLICY. THROUGHOUT THE YEAR, THE BOARD AND STAFF REVIEW TRANSACTIONS TO ENSURE COMPLIANCE WITH THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15APERIODICALLY THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE (WITHOUT THE EXECUTIVE DIRECTOR PRESENT) AND COMPARED TO COMPENSATION RECEIVED BY THOSE IN SIMILAR ORGANIZATIONS IN THE SOUTH COAST AREA. THE COMMITTEE WILL THEN MAKE ADJUSTMENTS TO COMPENSATION BASED ON MARKET AND PERFORMANCE FACTORS.
FORM 990, PART VI, SECTION C, LINE 19FINANCIAL STATEMENTS ARE AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES, OR UPON REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE ON LINE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE AND UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.