BETA

SOUTH EAST ALASKA LAND TRUST: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SOUTH EAST ALASKA LAND TRUST (EIN 92-0156402)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-28
IRS object ID
201423019349301302
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)
Return2014-10-28T20:07:07-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920127098PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ELGEE REHFELD MERTZ LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19309 GLACIER HWY STE B-200AddressLine1
CityJUNEAUCity
StateAKState
ZIP Code99801ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN920156402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHEAST ALASKA LAND TRUSTBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone9075863100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1119 SEWARD STREET NO 2AddressLine1
CityJUNEAUCity
StateAKState
ZIP Code99801ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALEX WERTHEIMERPersonNm
Person TitleBOARD TREASURERPersonTitleTxt
Phone9075863100PhoneNum
Signature2014-10-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L REHFELDPreparerPersonNm
PTINP00104959PTIN
Phone9077893178PhoneNum
Preparation2014-10-20PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerALEX WERTHEIMERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1119 SEWARD STREET NO 2AddressLine1
CityJUNEAUCity
StateAKState
ZIP Code99801ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$1,240,157GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://WWW.SOUTHEASTALASKALANDTRUST.ORG/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StateAKLegalDomicileStateCd
Activity Or MissionPLACE VALUABLE HABITAT, RECREATION, HISTORIC AND OPEN SPACE LANDS UNDER CONSERVATION PROTECTIONS BY HOLDING CONSERVATION EASEMENTS OR FEE SIMPLE TITLE.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$69,324PYContributionsGrantsAmt
CY Contributions Grants$116,773CYContributionsGrantsAmt
PY Program Service Revenue$794,364PYProgramServiceRevenueAmt
CY Program Service Revenue$1,074,906CYProgramServiceRevenueAmt
PY Investment Income$49,950PYInvestmentIncomeAmt
CY Investment Income$48,466CYInvestmentIncomeAmt
PY Other Revenue$164PYOtherRevenueAmt
CY Other Revenue$12CYOtherRevenueAmt
PY Total Revenue$913,802PYTotalRevenueAmt
CY Total Revenue$1,240,157CYTotalRevenueAmt
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$140,308PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$150,704CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,700CYTotalFundraisingExpenseAmt
PY Other Expenses$102,487PYOtherExpensesAmt
CY Other Expenses$147,576CYOtherExpensesAmt
PY Total Expenses$242,795PYTotalExpensesAmt
CY Total Expenses$298,280CYTotalExpensesAmt
PY Revenues Less Expenses$671,007PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$941,877CYRevenuesLessExpensesAmt
Total Assets BOY$6,277,670TotalAssetsBOYAmt
Total Assets EOY$7,061,656TotalAssetsEOYAmt
Total Liabilities BOY$14,470TotalLiabilitiesBOYAmt
Total Liabilities EOY$11,942TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,263,200NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,049,714NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE SOUTHEAST LAND TRUST COOPERATES WITH COMMUNITIES,LANDOWNERS, AND OTHERS TO ENSURE THAT HABITAT, RECREATION, OPEN SPACE, AND HISTORIC AREAS REMAIN IN PLACE FOR THE WELL-BEING OF EACH GENERATION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$184,331ExpenseAmt
Revenue$1,074,918RevenueAmt
DescLAND MANAGEMENT INCLUDES ALL PRIORITIZATION WORK, SITE SELECTION, PROJECT DEVELOPMENT, DUE DILIGENCE AND PURCHASE OF CONSERVATION EASEMENT OR FEE TITLE PROPERTIES. THIS INCLUDES OUTREACH AND COMMUNICATION WITH LANDOWNERS, SITE VISITS, REPORT PREPARATION AND NEGOTIATIONS WITH LANDOWNERS. THIS PROGRAM ALSO INCLUDES PROPERTIES PURCHASED WITH FUNDING FROM DEVELOPERS PAID TO SOUTHEAST ALASKA LAND TRUST VIA THEIR IN-LIEU FEE AGREEMENT WITH THE ARMY CORPS OF ENGINEERS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$21,094ExpenseAmt
DescSTEWARDSHIP INCLUDES MANAGEMENT OF ALL PROPERTIES CURRENTLY OWNED BY SOUTHEAST ALASKA LAND TRUST. IN ADDITION, IT INCLUDES MONITORING ALL CONSERVATION EASEMENTS HELD BY SOUTHEAST ALASKA LAND TRUST, INCLUDING MEETINGS WITH LANDOWNERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$23,104ExpenseAmt
DescLANDOWNER INFORMATION SERVICES - SEALTRUST PROVIDES INTERESTED LANDOWNERS WITH INFORMATION ABOUT CONSERVATION OPTIONS FOR THEIR PROPERTY; WE WORK WITH THE LANDOWNER TO DETERMINE WHICH OPTION IS MOST APPROPRIATE FOR THEIR PURPOSES; AND DEVELOP AN IMPLEMENTATION SCHEDULE OR CONSERVATION STRATEGY WHERE APPROPRIATE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescSTEWARDSHIP - SEALTRUST HOLDS LANDS OR CONSERVATION INTERESTS (CONSERVATION EASEMENTS) IN LANDS THROUGHOUT SOUTHEAST ALASKA. WE ROUTINELY MONITOR THESE LANDS TO INSURE THAT THE CONSERVATION VALUES REMAIN INTACT AND THAT ANY USE OF THE LANDS IS CONSISTENT WITH ITS DOCUMENTED PERMISSIBLE USES. WE CONDUCT MANAGEMENT ACTIVITIES ON FEE SIMPLE LANDS AS NEEDED.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$228,529TotalProgramServiceExpensesAmt
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 Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
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 Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
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 Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
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 Contributions0QuidProQuoContributionsInd
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 Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1
FieldValueIRS element (for citing)
Phone9075863100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1119 SEWARD STREET NO 2AddressLine1
CityJUNEAUCity
StateAKState
ZIP Code99801ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MIKE MAUSETH
BOARD PRESIDENT1.00Yes (X)Yes (X)$0$0$0
BROCK TABOR
BOARD VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MELINDA LAMB
BOARD SECRETARY1.00Yes (X)Yes (X)$0$0$0
ALEX WERTHEIMER
BOARD TREASURER1.00Yes (X)Yes (X)$0$0$0
PATRICIA HARRIS
BOARD MEMBER1.00Yes (X)$0$0$0
ROMAN MOTYKA
BOARD MEMBER1.00Yes (X)$0$0$0
JAY NELSON
BOARD MEMBER1.00Yes (X)$0$0$0
KIM SMITH
BOARD MEMBER1.00Yes (X)$0$0$0
JON TILLINGHAST
BOARD MEMBER1.00Yes (X)$0$0$0
DIANE MAYER
EXECUTIVE DIRECTOR20.00Yes (X)$41,497$0$0
FRANK RUE
EXECUTIVE DIRECTOR20.00Yes (X)$16,434$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$57,931TotalReportableCompFromOrgAmt
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
Government Grants$80,922GovernmentGrantsAmt
All Other Contributions$35,851AllOtherContributionsAmt
Total Contributions$116,773TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
FEES IN LIEU REVENUE900099$1,013,908$1,013,908
FEES IN LIEU REVENUE A900099$60,998$60,998
FieldValueIRS element (for citing)
Total Program Service Revenue$1,074,906TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$48,466TotalRevenueColumnAmt
Exclusion$48,466ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REFUNDSDesc
Business900099BusinessCd
Total Revenue Column$12TotalRevenueColumnAmt
Related Or Exempt Func Income$12RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$12OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,240,157TotalRevenueColumnAmt
Related Or Exempt Func Income$1,074,918RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$48,466ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$57,931TotalAmt
Program Services$37,336ProgramServicesAmt
Management And General$19,614ManagementAndGeneralAmt
Fundraising$981FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$79,449TotalAmt
Program Services$55,216ProgramServicesAmt
Management And General$21,956ManagementAndGeneralAmt
Fundraising$2,277FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,324TotalAmt
Program Services$8,980ProgramServicesAmt
Management And General$4,024ManagementAndGeneralAmt
Fundraising$320FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$760TotalAmt
Program Services$540ProgramServicesAmt
Management And General$220ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,311TotalAmt
Program Services$6,918ProgramServicesAmt
Management And General$4,899ManagementAndGeneralAmt
Fundraising$494FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$11,397TotalAmt
Program Services$11,397ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$74,681TotalAmt
Program Services$72,654ProgramServicesAmt
Management And General$2,027ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$24,143TotalAmt
Program Services$14,965ProgramServicesAmt
Management And General$6,803ManagementAndGeneralAmt
Fundraising$2,375FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$13,356TotalAmt
Program Services$10,162ProgramServicesAmt
Management And General$3,031ManagementAndGeneralAmt
Fundraising$163FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,264TotalAmt
Program Services$7,264ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,664TotalAmt
Program Services$3,097ProgramServicesAmt
Management And General$477ManagementAndGeneralAmt
Fundraising$90FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$298,280TotalAmt
Program Services$228,529ProgramServicesAmt
Management And General$63,051ManagementAndGeneralAmt
Fundraising$6,700FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$38,434BOYAmt
EOY$11,580EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,330,071BOYAmt
EOY$1,733,343EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,708LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,130LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$578BOYAmt
EOY$578EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,908,587BOYAmt
EOY$5,316,155EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$6,277,670BOYAmt
EOY$7,061,656EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,772BOYAmt
EOY$11,942EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,698BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$14,470BOYAmt
EOY$11,942EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$41,070BOYAmt
EOY$5,932EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,222,130BOYAmt
EOY$7,043,782EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,263,200BOYAmt
EOY$7,049,714EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,277,670BOYAmt
EOY$7,061,656EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$941,877ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$71,147NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$226,510OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit Committee0AuditCommitteeInd
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$180,093CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,647CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144,875CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,324CurrentTaxYearMinus1YearAmt
Current Tax Year$116,773CurrentTaxYearAmt
Total$593,712TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$180,093CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$82,647CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$144,875CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,324CurrentTaxYearMinus1YearAmt
Current Tax Year$116,773CurrentTaxYearAmt
Total$593,712TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$593,712PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$52,489CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$44,574CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$42,191CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,950CurrentTaxYearMinus1YearAmt
Current Tax Year$48,466CurrentTaxYearAmt
Total$237,670TotalAmt
FieldValueIRS element (for citing)
Total Support$831,382TotalSupportAmt
Gross Receipts Rltd Activities$8,958,948GrossReceiptsRltdActivitiesAmt
Public Support CY1700.71410PublicSupportCY170Pct
Public Support PY1700.69380PublicSupportPY170Pct
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
Total Easements13TotalEasementsCnt
Total Acreage3112.00TotalAcreageCnt
Historic Structure Easements0HistoricStructureEasementsCnt
Historic Strctr Easements Aftr0HistoricStrctrEasementsAftrCnt
Modified Easements0ModifiedEasementsCnt
States Easements Held1StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement175.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$10,165ExpensesIncurredEnforcementAmt

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$577,093BeginningYearBalanceAmt
Contributions$206,943ContributionsAmt
Investment Earnings Or Losses$95,531InvestmentEarningsOrLossesAmt
Other Expenditures$10,167OtherExpendituresAmt
Administrative Expenses$10,926AdministrativeExpensesAmt
End Year Balance$858,474EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$444,614BeginningYearBalanceAmt
Contributions$102,333ContributionsAmt
Investment Earnings Or Losses$58,231InvestmentEarningsOrLossesAmt
Other Expenditures$25,740OtherExpendituresAmt
Administrative Expenses$2,345AdministrativeExpensesAmt
End Year Balance$577,093EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$423,490BeginningYearBalanceAmt
Contributions$35,514ContributionsAmt
Investment Earnings Or Losses$6,290InvestmentEarningsOrLossesAmt
Other Expenditures$19,000OtherExpendituresAmt
Administrative Expenses$1,680AdministrativeExpensesAmt
End Year Balance$444,614EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$266,615BeginningYearBalanceAmt
Contributions$143,678ContributionsAmt
Investment Earnings Or Losses$31,498InvestmentEarningsOrLossesAmt
Other Expenditures$13,800OtherExpendituresAmt
Administrative Expenses$4,501AdministrativeExpensesAmt
End Year Balance$423,490EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$127,318BeginningYearBalanceAmt
Contributions$123,924ContributionsAmt
Investment Earnings Or Losses$25,963InvestmentEarningsOrLossesAmt
Other Expenditures$8,200OtherExpendituresAmt
Administrative Expenses$2,390AdministrativeExpensesAmt
End Year Balance$266,615EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,708OtherCostOrOtherBasisAmt
Depreciation$6,130DepreciationAmt
Book Value$578BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$578TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART II, LINE 9:THE TRUST HAS ACQUIRED AND HOLDS A NUMBER OF CONSERVATION EASEMENTS, EACH REPRESENTING A LEGAL INTEREST IN LAND OWNED BY ANOTHER PERSON OR ENTITY. THE CONSERVATION EASEMENTS DO NOT HAVE MEASURABLE ECONOMIC VALUE BECAUSE THE EASEMENTS EXTINGUISH FUTURE DEVELOPMENT RIGHTS IN THE SUBJECT PROPERTIES AND GRANT THE TRUST THE RIGHT TO PROTECT THE LAND FOR CONSERVATION PURPOSES. BECAUSE OF THE UNIQUE NATURE OF THESE ASSETS, THE IMPRACTICALITY OF OBTAINING CONSISTENT AND RELIABLE ESTIMATES OF THE VALUES ASCRIBED TO THESE INTERESTS, AND CONSISTENT WITH THE PRACTICES FOLLOWED BY MANY ENVIRONMENTAL LAND TRUSTS, THE TRUST'S FINANCIAL STATEMENTS DO NOT INCLUDE ANY AMOUNTS FOR THESE PROPERTY INTERESTS.
PART V, LINE 4:SEALTRUST'S CONSERVATION EASEMENT STEWARDSHIP FUND IS AVAILABLE TO MONITOR AND DEFEND, EQUALLY AND TO THE FULLEST EXTENT OUR RESOURCES ALLOW, THE TERMS OF THE CONSERVATION EASEMENTS SEALTRUST HOLDS. WE MAY ONLY WITHDRAW FUNDS TO PAY FOR THE EXPENSES OF EASEMENT STEWARDSHIP MONITORING AND ENFORCEMENT (IE, ROUTINE OR SPECIAL MONITORING, PREVENTATIVE MEASURES, OR COMPLIANCE ENFORCEMENT) AND ONLY IN THE THAT AMOUNT WHICH COVERS THE ACTUAL COSTS OF THE STEWARDSHIP RESPONSIBILITIES

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11RETURN IS REVIEWED BY ONE OR MORE OFFICERS BEFORE FILING
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH THEIR CONFLICT OF INTEREST POLICY THROUGH ANNUAL SELF DISCLOSURE OF POSSIBLE CONFLICTS BY BOARD MEMBERS. IN ADDITION, POTENTIAL CONFLICTS ARE MONITORED AT REGULAR BOARD MEETINGS.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION MAKES ITS FORMS 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS PUBLIC DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GSPECIAL PROJECT CONSULTING FEES: PROGRAM SERVICE EXPENSES 33,218. MANAGEMENT AND GENERAL EXPENSES 2,027. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,245. LAND APPRAISAL FEES: PROGRAM SERVICE EXPENSES 12,571. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,571. ECOLOGICAL CONSULTING: PROGRAM SERVICE EXPENSES 12,294. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,294. SURVEYING AND OTHER CONSULTING: PROGRAM SERVICE EXPENSES 14,571. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,571.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE (IMPAIRMENT- LAND HOLDINGS) -226,510.

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