2014-07-01T08:49:45-05:00 2013-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2013-01-01 223035836 D&R GREENWAY LAND TRUST INC D&RG 6099244646 ONE PRESERVATION PLACE PRINCETON NJ 08540 LINDA MEAD PRESIDENT & CEO 6099244646 2014-07-01 1 SHERISE D RITTER CPA P00039222 6096899700 2013 2015-11-30 17:44:51Z LINDA MEAD ONE PRESERVATION PLACE PRINCETON NJ 08540 5399552 0 X WWW.DRGREENWAY.ORG X 1990 NJ TO PRESERVE AND CARE FOR LAND IN INTERCONNECTED GREENWAYS AND TO INSPIRE A CONSERVATION ETHIC BY CONNECTING PEOPLE TO THE LAND. 25 24 14 170 7316 -4976 2650004 3267472 27980 30086 229043 398221 0 176637 2907027 3872416 0 0 0 0 909544 961234 9790 37500 305508 783082 622592 1702416 1621326 1204611 2251090 52737010 55780376 281346 537412 52455664 55242964 TO PRESERVE AND CARE FOR LAND IN INTERCONNECTED GREENWAYS AND TO INSPIRE A CONSERVATION ETHIC BY CONNECTING PEOPLE TO THE LAND. 0 0 464714 12500 PROTECTING LAND IS AT THE CORE OF D&R GREENWAY'S IDENTITY AS A LAND TRUST. THIS COMMITMENT REQUIRES MAKING STRATEGIC DECISIONS THAT WILL BENEFIT COMMUNITIES IN CENTRAL NEW JERSEY AND OTHER PARTS OF THE STATE, AND ENSURE A QUALITY OF LIFE FOR FUTURE GENERATIONS. D&R GREENWAY'S WORK IS ACCOMPLISHED IN COLLABORATION WITH LANDOWNERS, LOCAL LEADERS, PUBLIC & PRIVATE FUNDERS, OTHER NONPROFIT CONSERVATION ORGANIZATIONS, AND VOLUNTEERS. THROUGH STEWARDSHIP OF ITS PROTECTED LANDS, D&R GREENWAY SHOWCASES LAND MANAGEMENT MODELS THAT DEMONSTRATE AN UNDERSTANDING OF THE ECOSYSTEM. BY PROMOTING PUBLIC USE OF THESE LANDS, THE TRUST PROVIDES EDUCATIONAL & RECREATIONAL BENEFITS TO AREA RESIDENTS AND VISITORS. 426860 282799 D&R GREENWAY INSPIRES PEOPLE TO LEARN ABOUT THEIR ENVIRONMENT AND MAKE CONNECTIONS TO THE LAND. EDUCATIONAL OFFERINGS AT THE JOHNSON EDUCATION CENTER AND LOCAL COMMUNITIES INCLUDE PUBLIC LECTURES AND FORUMS, GREENWAY WALKS ON PROTECTED LANDS, VOLUNTEER AND INTERNSHIP OPPORTUNITIES, AND EXHIBITIONS THAT RELATE NATURE AND ART. THESE OPPORTUNITIES INSTILL A GROWING AWARENESS, AN ABILITY TO MAKE THOUGHTFUL DECISIONS, AND A WAY TO BECOME MORE ENGAGED IN THE TRUST'S VISION. IN 2013, THE TRUST REALIZED A LANDSCAPE-SCALE SIZE CONSERVATION EASEMENT VALUED AT MORE THAN $8M IN DIRECT RESPONSE TO EDUCATIONAL PROGRAMMING THAT HIGHLIGHTED THE BENEFITS OF CONSERVATION. THE TRUST ALSO ENCOURAGES RENTAL OF THE INDOOR & OUTDOOR SPACES OF THE JOHNSON EDUCATION CENTER BY NON-PROFIT, EDUCATIONAL & COMMUNITY GROUPS. 166524 10270 THE NATIVE PLANT NURSERY IS DEDICATED TO RESTORING A RICH DIVERSITY OF NATIVE FLORA TO THE LOCAL LANDSCAPE. IT SUPPLIES NATIVE PLANTS FOR D&R GREENWAY'S STEWARDSHIP WORK, THE CONSERVATION COMMUNITY, AND TO THE GENERAL PUBLIC, SO THAT THE RESIDENTIAL LANDSCAPE MIGHT BE RE-KNIT WITH THE NATURAL LANDSCAPE. 1058098 1 1 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 8 0 14 1 1 1 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ PA X X LAURIE EMDE 6099244646 ONE PRESERVATION PLACE PRINCETON NJ 08540 LINDA MEAD PRESIDENT & CEO 40.00 X X 143281 0 5428 ALAN M HERSHEY CHAIR 1.00 X X 0 0 0 MARY LOUISE HARTMAN VICE-CHAIR 1.00 X X 0 0 0 HELLA MCVAY VICE-CHAIR 1.00 X X 0 0 0 BRIAN BREUEL TREASURER 1.00 X X 0 0 0 ROBIN MCCONAUGHY SECRETARY 1.00 X X 0 0 0 MARGARET T HARPER ASSISTANT SECRETARY 1.00 X 0 0 0 KATHLEEN M BAGLEY TRUSTEE 1.00 X 0 0 0 PATRICIA CULLEN ESQ TRUSTEE 1.00 X 0 0 0 PETER DAWSON TRUSTEE 1.00 X 0 0 0 CHRISTOPHER DEGREZIA ESQ TRUSTEE 1.00 X 0 0 0 RICHARD S GOLDMAN ESQ TRUSTEE 1.00 X 0 0 0 MARGARET R GORRIE TRUSTEE 1.00 X 0 0 0 ALEX HANSON TRUSTEE 1.00 X 0 0 0 ELEANOR V HORNE TRUSTEE 1.00 X 0 0 0 WENDY KVALHEIM TRUSTEE 1.00 X 0 0 0 MARY ALLESSIO LECK PHD TRUSTEE 1.00 X 0 0 0 CATHLEEN R LITVACK TRUSTEE 1.00 X 0 0 0 PHYLLIS MARCHAND TRUSTEE 1.00 X 0 0 0 DONALD M MCCLOSKEY TRUSTEE 1.00 X 0 0 0 MICHELLE PRESTON TRUSTEE 1.00 X 0 0 0 R DAVID REYNOLDS MD TRUSTEE 1.00 X 0 0 0 MARK A SOLOMON ESQ TRUSTEE 1.00 X 0 0 0 EDWARD D THOMAS PHD TRUSTEE 1.00 X 0 0 0 HOLLY WELLES PHD TRUSTEE 1.00 X 0 0 0 JOHN S WATSON JR VICE PRESIDENT 40.00 X 106431 0 6356 249712 0 11784 2 0 0 0 0 98141 812238 2357093 1034184 3267472 HUNTING RIGHTS 110000 12500 12500 PLANT SALE 110000 10270 10270 ARTWORK 713990 7316 7316 30086 249654 249654 44855 0 44855 44855 44855 1638429 1489862 148567 148567 148567 79679 98141 37274 42405 42405 MISCELLANEOUS 900099 89377 89377 89377 3872416 305569 7316 292059 162684 113879 32537 16268 630736 377627 89592 163517 102698 52907 21152 28639 65116 40441 10192 14483 28176 14088 14088 37500 37500 47400 47400 124525 118725 1084 4716 53201 40286 2572 10343 9199 7819 460 920 94436 47218 23609 23609 4207 3596 122 489 117304 58652 58652 38831 32421 3205 3205 EDUCATION AND OUTREACH 54470 52196 455 1819 PROVISION FOR UNCOLLECT 28756 28756 EXHIBIT EXPENSE 12293 12293 PROPERTY TAXES 2625 2625 7169 7169 1621326 1058098 257720 305508 466 34369 1064679 1257692 392973 346269 30515 35603 24720 122611 47716802 994780 44518108 46722022 6705549 7261810 52737010 55780376 127784 107435 104000 382750 49562 47227 281346 537412 X 46445169 53529486 5640454 1343437 370041 370041 52455664 55242964 52737010 55780376 2251090 536210 0 X X 0 1 X 1 0 X 4262736 7698282 1994438 2255843 3168426 19379725 4262736 7698282 1994438 2255843 3168426 19379725 1450227 17929498 85956 111330 165936 266597 294509 924328 4989 3808 13468 210 7316 29791 20333844 391105 0.88180 0.91670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 61 3750.12 0 0 0 1 1 488.00 20825 1500 324585 X 0 0 416531 29533 446064 388534 27997 416531 407196 -18662 388534 289293 100000 20135 2232 407196 270041 24200 4948 289293 0.00000 0.82950 0.17050 0 0 43278310 43278310 3787187 719223 3067964 651305 275557 375748 46722022 CHARITABLE GIFT ANNUITIES 47227 47227 X 4542793 536210 96893 37274 670377 3872416 0 3872416 1755493 96893 37274 134167 1621326 0 1621326 PART II, LINE 3: THE TRUST PURCHASES CONSERVATION AND AGRICULTURAL EASEMENTS ON LAND OWNED BY OTHERS. THE PURPOSE OF THESE EASEMENTS IS TO REQUIRE THE LANDOWNER TO PERMANENTLY PROTECT THE NATURAL CHARACTERISTICS OF THE LAND AND TO REFRAIN FROM SUBDIVISION OR DEVELOPMENT, OR TO ENSURE THAT THE LAND MAY PERMANENTLY BE USED FOR AGRICULTURAL PURPOSES. THESE EASEMENTS REQUIRE THE TRUST TO MONITOR AND ENFORCE THE TERMS OF THE EASEMENTS. THE TRUST ALSO RECEIVES CONSERVATION AND AGRICULTURAL EASEMENTS AS DONATIONS. NO VALUE IS ASSIGNED TO DONATED EASEMENTS. PART V, LINE 4: PERMANENTLY RESTRICTED NET ASSETS ARE SUBJECT TO DONOR-IMPOSED RESTRICTIONS THAT THE PRINCIPAL BE INVESTED IN PERPETUITY. THE RETURN GENERATED BY THE INVESTED PRINCIPAL MAY BE USED BY THE TRUST FOR THE PURPOSE SPECIFIED BY THE DONOR. TEMPORARILY RESTRICTED NET ASSETS AND BOARD DESIGNATED NET ASSETS ARE COMPRISED MOSTLY OF PROPERTIES PURCHASED AND PRESERVED OR TO BE PURCHASED AND PRESERVED BY THE ORGANIZATION. PART X, LINE 2: THE TRUST ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FINANCIAL STATEMENTS USING A RECOGNITION THRESHOLD OF MORE LIKELY THAN NOT AS TO WHETHER THE UNCERTAINTY WILL BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD. WITH FEW EXCEPTIONS, THE TRUST'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS PRIOR TO 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 1 GRAHAM-PELTON CONSULTING INC 39 BEECHWOOD ROAD SUMMIT NJ 07901 FUNDRAISING PLANNING STUDY 0 0 37500 -37500 37500 -37500 NJ PA EARTH BALL 80670 27025 53645 18458 GALA 24590 7000 17590 6745 3 72560 64116 8444 3285 8786 177820 98141 79679 3285 33989 37274 42405 X 1 1500 APPRAISED VALUE X 7 24514 FMV X 1 0 FMV- GAAP X 1 1008000 APPRAISED VALUE 1 0 1 0 PART I, LINE 33: IN 2013, THE TRUST REALIZED A LANDSCAPE-SCALE SIZE CONSERVATION EASEMENT VALUED AT MORE THAN $8M FOR TAX PURPOSES. THIS GENEROUS DONATION WAS MADE IN DIRECT RESPONSE TO EDUCATIONAL PROGRAMMING BY THE TRUST THAT HIGHLIGHTED THE BENEFITS OF CONSERVATION. THE DONATION REFLECTIONS THE PROFESSIONAL RESPECT AND PUBLIC SUPPORT THE TRUST HAS EARNED THROUGH PRESERVATION OF MORE THAN 18,250 ACRES OF LAND SINCE 1989. THE PURPOSE OF THIS EASEMENT IS TO REQUIRE THE LANDOWNER TO PERMANENTLY PROTECT THE NATURAL CHARACTERISTICS OF THE LAND AND TO REFRAIN FROM SUBDIVISION OR DEVELOPMENT, OR TO ENSURE THAT THE LAND MAY PERMANENTLY BE USED FOR AGRICULTURAL PURPOSES. THIS EASEMENT REQUIRES THE LAND TRUST TO MONITOR AND ENFORCE THE TERMS OF THE EASEMENT. NO VALUE IS ASSIGNED TO THIS EASEMENT IN ACCORDANCE WITH U.S. GAAP. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS THE PREPARED 990 AND PRESENTS IT TO THE BOARD OF TRUSTEES UPON APPROVAL, WHICH IS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS MUST REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY EACH YEAR AND SUMBIT ANY CONFLICTS THAT DO EXIST IN A SIGNED, WRITTEN STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION RATE OF TOP MANAGEMENT USING BENCHMARKING TO DETERMINE A REASONABLE PAY RATE. FOR OTHER EMPLOYEES, THE BOARD APPROVES THE PERCENTAGE INCREASE ALLOWABLE FOR MERIT INCREASES IN PAY ANNUALLY. THE PRESIDENT & CEO ALLOCATES THE INCREASE TO STAFF AS APPROPRIATE IN AN AMOUNT NOT TO EXCEED THE OVERALL APPROVED INCREASE. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S TAX RETURN IS ALSO AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OF THE ITEMS. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C: THIS IS NO CHANGE FROM THE PRIOR YEAR, THE AUDIT COMMITTEE SELECTS AN INDEPENDENT ACCOUNTING FIRM TO CONDUCT THE AUDIT OF THE FINANCIAL STATEMENTS OF THE ORGANIZATION AND PROVIDES OVERSIGHT OF THE AUDIT. THE AUDIT COMMITTEE THEN REVIEWS THE RESULTS OF THE AUDIT WITH THE AUDITORS AND PRESENTS A DRAFT OF THE FINANCIAL STATEMENT TO THE EXECUTIVE COMMITTEE. THE FINAL APPROVED FINANCIAL STATEMENTS ARE PRESENTED TO THE FULL BOARD OF TRUSTEES.