2014-10-10T08:56:39-05:00 2013-12-31 041617630 MEYER REGAN & WILNER LLP PO BOX 831 FALL RIVER MA 027220831 990 2013-01-01 237216308 WESTPORT LAND CONSERVATION TRUST INC WEST 5086369228 830 DRIFT ROAD PO BOX 3975 WESTPORT MA 02790 DUDLEY MILLIKIN III PRESIDENT 5086369228 2014-09-25 1 SANDRA COSTA-INACIO P00679613 5086796451 2013 2015-11-30 17:44:51Z DUDLEY MILLIKIN III 830 DRIFT ROAD PO BOX 3975 WESTPORT MA 02790 828408 0 X WWW.WESTPORTLANDTRUST.ORG X 1972 MA TO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE. 16 16 5 75 0 0 338212 740592 0 0 649 525 -10573 6228 328288 747345 0 0 0 0 123395 125339 0 0 52811 137716 110067 261111 235406 67177 511939 7926675 8450835 5299 17520 7921376 8433315 TO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE, AND TO EDUCATE THE PUBLIC ABOUT THE WISE USE OF NATURAL RESOURCES. 0 0 102173 TO PROTECT FARMLAND, WOODLAND, OPEN SPACES AND OTHER NATURAL RESOURCES THROUGH LAND ACQUISITION, LAND MANAGEMENT AND COMMUNITY EDUCATION. 102173 1 1 0 0 0 0 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 6 0 5 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X RYAN MANN 5086369228 830 DRIFT ROAD WESTPORT MA 02790 X DUDLEY L MILLIKIN III PRESIDENT 2.00 X X 0 0 0 TOM BOREIKO VICE PRESIDENT 1.00 X X 0 0 0 DAVID FORNEY TREASURER 1.00 X X 0 0 0 CHARLENE WOOD SECRETARY 1.00 X X 0 0 0 TINA SHAPLEIGH SCHMID VICE PRESIDENT 1.00 X X 0 0 0 JAMES TEWKSBURY DIRECTOR 0.30 X 0 0 0 RUSSELL BEEDE DIRECTOR 0.30 X 0 0 0 A MAX KOHLENBERG DIRECTOR 0.30 X 0 0 0 PETER LEVESQUE DIRECTOR 0.30 X 0 0 0 WILLIAM UNDERWOOD JR DIRECTOR 0.30 X 0 0 0 PAUL STEIN DIRECTOR 0.30 X 0 0 0 ARTHUR PARKER DIRECTOR 0.30 X 0 0 0 HENRY SWAN DIRECTOR 0.30 X 0 0 0 CHARLES TRIPPE DIRECTOR 0.30 X 0 0 0 ANN HIGGINS DIRECTOR 0.30 X 0 0 0 ALEX PRESTON DIRECTOR 0.30 X 0 0 0 JOHN GIFFORD DIRECTOR 0.30 X 0 0 0 0 0 0 0 0 0 0 0 15292 19700 705600 28812 740592 525 525 53136 53136 0 0 34155 19700 27927 6228 6228 747345 0 0 6753 112625 24006 44309 44310 2500 1250 1250 10214 2178 4018 4018 8881 8881 7007 6121 886 2266 2266 15204 1964 11710 1530 808 808 493 493 4967 3082 1885 SPECIAL PROJECTS & ALLO 49536 49536 PROPERTY MAINTENANCE AN 13332 7284 5231 817 OUTREACH EVENTS 5736 5736 DUES AND SUBSCRIPTIONS 1837 1837 235406 102173 80422 52811 28244 59974 320677 401754 3068 3146 7148093 3289 6711097 7144804 863589 841157 7926675 8450835 5299 17520 5299 17520 X 391828 390422 713685 792717 6815863 7250176 7921376 8433315 7926675 8450835 511939 0 X X 0 1 X 1 0 X 1099491 275555 717577 313211 740592 3146426 1099491 275555 717577 313211 740592 3146426 450857 2695569 5239 1167 776 649 525 8356 -3474 5432 -8511 -10573 6228 -10898 3143884 0.85740 0.97010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 42 954.00 1 1 1 0.00 7284 1038821 590835 511 512201 1117966 984910 510558 616 457263 1038821 621404 638010 776 275280 984910 649507 185799 386 214288 621404 891777 463132 1563 706965 649507 0.19620 0.09470 0.70910 0 0 7144336 7144336 3757 3289 468 7144804 INVESTMENTS - MONEY MARKET FUNDS 841157 F 841157 X 775272 27927 27927 747345 0 747345 263333 27927 27927 235406 0 235406 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 9 PART II, LINE 9 - THE ORGANIZATION SHALL UNDERTAKE REGULAR MONITORING VISITS AT A RATE OF NO LESS THAN ONE VISIT PER YEAR. THE INSPECTION WILL TAKE PLACE AFTER THE LANDOWNERS HAVE BEEN GIVEN WRITTEN NOTICE AND INVITED TO ACCOMPANY THE MONITOR. MONITORING INSPECTION REPORTS WILL BE FILED AND MAINTAINED FOR THE RESPECTIVE CONSERVATION RESTRICTION IN THE ORGANIZATION'S FILES. LANDOWNERS WILL BE PROVIDED WITH A COPY OF THE REPORT, AND ANY SUBSEQUENT NEW LANDOWNERS OF THE CONSERVATION RESTRICTION WILL BE INTRODUCED TO THE ORGANIZATION, ITS POLICIES AND THE TERMS OF THE CONSERVATION RESTRICTION. THE ORGANIZATION WILL PROVIDE A NEW COPY OF THE MONITORING REPORTS TO THE LANDOWNER IF IT WAS NOT PROVIDED BY THE PREVIOUS OWNER. BARN DANCE 53855 19700 34155 10592 10991 4400 1944 53855 19700 34155 10592 10991 4400 1944 27927 6228 X 5 28812 SELLING PRICE X 3 0 N/A 0 1 0 PART I, LINE 32B: GIFTS OF LAND ARE SUBJECT TO GOOD TITLE, SITE VISIT, AND APPRAISAL AND ACCEPTED WITH EXECUTIVE COMMITTEE APPROVAL AND LAND PRESERVATION COMMITTEE RECOMMENDATION. FORM 990, PART VI, SECTION A, LINE 6 ALL INTERESTED PERSONS MAY BECOME MEMBERS UPON PAYMENT OF ANNUAL MEMBERSHIP DUES. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS AND OFFICERS (THE "GOVERNING BODY") ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO BYLAWS ARE SUBJECT TO APPROVAL BY MEMBERS FORM 990, PART VI, SECTION B, LINE 11 THE 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 12C ANNUALLY, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND EXPLAINED TO EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH STAFF MEMBER. EACH INDICATES WITH A SIGNATURE THAT THEY UNDERSTAND AND WILL COMPLY WITH THE POLICY. THROUGHOUT THE YEAR, THE BOARD AND STAFF REVIEW TRANSACTIONS TO ENSURE COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A PERIODICALLY THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE (WITHOUT THE EXECUTIVE DIRECTOR PRESENT) AND COMPARED TO COMPENSATION RECEIVED BY THOSE IN SIMILAR ORGANIZATIONS IN THE SOUTH COAST AREA. THE COMMITTEE WILL THEN MAKE ADJUSTMENTS TO COMPENSATION BASED ON MARKET AND PERFORMANCE FACTORS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES, OR UPON REQUEST. GOVERNING DOCUMENTS ARE AVAILABLE ON LINE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE AND UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.