NEWTOWN FOREST ASSOCIATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NEWTOWN FOREST ASSOCIATION INC (EIN 06-6079549)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-03-13
- IRS object ID
- 201430729349300308
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2014-03-13T08:08:30-07:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066079549 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWTOWN FOREST ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWT | NameControl |
| Phone | 2032703650 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 213 | AddressLine1 |
| City | Newtown | City |
| State | CT | State |
| ZIP Code | 06470 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Clarence Peterson | Name |
| Title | Treasurer | Title |
| Phone | 2037332030 | Phone |
| Date Signed | 2014-03-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Clarence O Peterson IV | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 213 | AddressLine1 |
| City | newtown | City |
| State | CT | State |
| ZIP Code | 06470 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 633075 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.newtownforestassociation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1924 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | The Newtown Forest Association is the oldest private land trust organization in Connecticut. It has been dedicated for over eighty years to securing for the residents of Newtown and their posterity the benefits derived from open space lands. Lands which include, but are not limited to, forest and agricultural land, wildlife and nature preserves and watersheds. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 230020 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 555547 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 79294 | InvestmentIncomePriorYear |
| Investment Income Current Year | 77528 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 309314 | TotalRevenuePriorYear |
| Total Revenue Current Year | 633075 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4082 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9079 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 3253 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 66488 | OtherExpensePriorYear |
| Other Expenses Current Year | 93982 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 70570 | TotalExpensesPriorYear |
| Total Expenses Current Year | 103061 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 238744 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 530014 | RevenuesLessExpensesCY |
| Total Assets BOY | 4345213 | TotalAssetsBOY |
| Total Assets EOY | 4814878 | TotalAssetsEOY |
| Total Liabilities BOY | 2085 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3077 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4343128 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4811801 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Newtown Forest Association is the oldest private land trust organization in Connecticut. It has been dedicated for over eighty years to securing for the residents of Newtown and their posterity the benefits derived from open space lands. Lands which include, but are not limited to, forest and agricultural land, wildlife and nature preserves and watersheds. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 90686 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Property stewardship, monitoring and maintenance | Description |
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 90686 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Other Explain In Sch O | X | OtherExplainInSchO |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Clarence O Peterson IV | NamePerson |
| Telephone Number | 2037332030 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 213 | AddressLine1 |
| City | Newtown | City |
| State | CT | State |
| ZIP Code | 06470 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|---|
| Robert Eckenrode | ||||||||
| President | 8.00 | X | X | 0 | 0 | 0 | ||
| Ed Kelleher | ||||||||
| Secretary | 3 | X | X | 0 | 0 | 0 | 0 | |
| Clarence O Peterson IV | ||||||||
| Treasurer | 8.00 | X | X | 0 | 0 | 0 | ||
| Bart Smith | ||||||||
| Vice President | 3 | X | X | 0 | 0 | 0 | 0 | |
| Dr Aaron Coopersmith | ||||||||
| Director | 3 | X | 0 | 0 | 0 | 0 | ||
| Tim Gagne | ||||||||
| Director | 1 | X | 0 | 0 | 0 | 0 | ||
| William Watts | ||||||||
| Director | 1 | X | 0 | 0 | 0 | 0 | ||
| Martha Wright | ||||||||
| Director | 1 | X | 0 | 0 | 0 | 0 | ||
| Dan Dalton | ||||||||
| Director | 2 | X | 0 | 0 | 0 | 0 | ||
| Coke Cramer | ||||||||
| Director | 1 | X | 0 | 0 | 0 | 0 | ||
| Don Morrissey Effective May 2013 | ||||||||
| Director | 3 | X | 0 | 0 | 0 | 0 | ||
| Harvey Pessin effective Dec 2013 | ||||||||
| Director | 1.5 | X | 0 | 0 | 0 | 0 | ||
| Ray Ormsbee | ||||||||
| Caretaker | 25 | 0 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 1905 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 553642 | AllOtherContributions |
| Noncash Contributions | 0 | NoncashContributions |
| Total Contributions | 555547 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77528 | TotalRevenueColumn |
| Related Or Exempt Function Income | 77528 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 0 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | CntrbtnsRprtdFundraisingEvents |
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 633075 | TotalRevenueColumn |
| Related Or Exempt Function Income | 77528 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7365 | Total |
| Program Services | 7365 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1070 | Total |
| Program Services | 1070 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 644 | Total |
| Program Services | 644 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3249 | Total |
| Program Services | 1749 | ProgramServices |
| Management And General | 1500 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7377 | Total |
| Program Services | 1875 | ProgramServices |
| Management And General | 2472 | ManagementAndGeneral |
| Fundraising | 3030 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 698 | Total |
| Program Services | 300 | ProgramServices |
| Management And General | 175 | ManagementAndGeneral |
| Fundraising | 223 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 584 | Total |
| Program Services | 438 | ProgramServices |
| Management And General | 146 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7062 | Total |
| Program Services | 6410 | ProgramServices |
| Management And General | 652 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2199 | Total |
| Program Services | 417 | ProgramServices |
| Management And General | 1782 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3603 | Total |
| Program Services | 3603 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11749 | Total |
| Program Services | 9354 | ProgramServices |
| Management And General | 2395 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57461 | Total |
| Program Services | 57461 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103061 | Total |
| Program Services | 90686 | ProgramServices |
| Management And General | 9122 | ManagementAndGeneral |
| Fundraising | 3253 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55368 | BOY |
| EOY | 97118 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77952 | BOY |
| EOY | 100146 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1783 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 129540 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 65181 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65863 | BOY |
| EOY | 64359 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1588307 | BOY |
| EOY | 1780039 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2557723 | BOY |
| EOY | 2771433 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4345213 | BOY |
| EOY | 4814878 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2085 | BOY |
| EOY | 3077 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2085 | BOY |
| EOY | 3077 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1678728 | BOY |
| EOY | 1842257 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106677 | BOY |
| EOY | 303821 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2557723 | BOY |
| EOY | 2665723 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4343128 | BOY |
| EOY | 4811801 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4345213 | BOY |
| EOY | 4814878 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 530014 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -61341 | ReconciliationUnrealizedInvest |
| Reconcilation Donated Services | 0 | ReconcilationDonatedServices |
| Reconcilation Invest Expenses | 0 | ReconcilationInvestExpenses |
| Reconcilation Prior Adjustment | 0 | ReconcilationPriorAdjustment |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58283 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38083 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33011 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30019 | CurrentTaxYearMinus1Year |
| Current Tax Year | 114486 | CurrentTaxYear |
| Total | 273882 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58283 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 38083 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33011 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30019 | CurrentTaxYearMinus1Year |
| Current Tax Year | 114486 | CurrentTaxYear |
| Total | 273882 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 273882 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76550 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86807 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86659 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 79294 | CurrentTaxYearMinus1Year |
| Current Tax Year | 77528 | CurrentTaxYear |
| Total | 406838 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 680720 | TotalSupport |
| Public Support Pertcentage170 | 0.40234 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.28750 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | The organization is a land trust which has accepted donations of land to preserve for ecological purposes, open space and passive recreation that is open to the public. Along with the donations of land, the land trust accepts donations of cash to generate earnings specifically for the purpose of maintaining the land donated in perpetuity. Accordingly, from time to time, donations are highly variable, however, our investment returns are the basis for our stewardship and maintenance budgets. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 3 | TotalNumberOfEasements |
| Total Acreage | 91 | TotalAcreage |
| Nmbr Hist Struct Easements | 0 | NmbrHistStructEasements |
| Nmbr Hist Struct Easements After | 0 | NmbrHistStructEasementsAfter |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 12 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 0 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 106676 | BeginningOfYearBalance |
| Contributions | 362445 | Contributions |
| Investment Earnings Or Losses | 4523 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 61823 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 411821 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 104852 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 4970 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3146 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 106676 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78282 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | 4668 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 3098 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 104852 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51666 | BeginningOfYearBalance |
| Contributions | 25000 | Contributions |
| Investment Earnings Or Losses | 3166 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1550 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 78282 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 0 | BeginningOfYearBalance |
| Contributions | 50000 | Contributions |
| Investment Earnings Or Losses | 3166 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 1500 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 51666 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.35 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.55 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.1 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 104713 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 55669 | Depreciation |
| Book Value | 49044 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 24827 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 9512 | Depreciation |
| Book Value | 15315 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 64359 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Purchased Open Space Land | 213710 |
| Donated Open Space Land Post 2004 | 1134723 |
| Donated Conservation Easements Post 2004 | 1423000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2771433 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P02_S00_L05 | Schedule D, Part II, Line 5 | The NFA has a property stewardship and inspection policy. Inspections of easement properties are performed and documented on a regular basis. |
| SchD_P02_S00_L09 | Schedule D, Part II, Line 9 | For the 2 easements acquired since 2004 the NFA has reported them on their statement of net assets as "Other Assets" (line 15). Such amounts were recorded on the date of gift in the statement of changes in net assets at their respective fair values based on certified appraisals. |
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | The majority of the permanent endowment represents the fair value at the date of gift of donated real property (land) and conservation easements that are required to be maintained as open space in perpetuity. There is one permanent endowment of funds that was donated for the express purpose of providing future funding (from its earnings) of the Newtown Tree Project - Trees in the Classroom Project and other outreach related to education of the importance of trees and community based tree projects. The Board Designated quasi endowment was established specifically to create a Stewardship Endowment of sufficient size to ensure future earnings sufficient to cover property stewardship and maintenance costs and a Legal Endowment to cover costs should the NFA need to enforce our rights under the conservation easements the NFA holds. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Bill Watts Jr | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Son of Board Member | Relationship |
| Amount Of Transaction | 3847 | AmountOfTransaction |
| Description Of Transaction | Mowing meadows at certain properties | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P06_S0A_L06 | Form 990, Part VI, Section A, Line 6 | The organization is established via a membership voting body to elect the officers and directors. The membership is required to meet at least annually. |
| F990_P06_S0A_L07a | Form 990, Part VI, Section A, Line 7a | See #6 |
| F990_P06_S0A_L07b | Form 990, Part VI, Section A, Line 7b | See #6 |
| F990_P06_S0B_L11b | Form 990, Part VI, Section B, Line 11b | Upon completion of the Form 990 by the Treasurer, the Treasurer provides a draft copy first to another board member who is not an officer but deemed to be a financial expert. After this directors review and comments are resolved the draft is circulated to the entire Board of Directors for their review and comment prior to the Form 990 being filed. |
| F990_P06_S0B_L12c | Form 990, Part VI, Section B, Line 12c | All Board members are required to complete a written annual representation acknowledging their responsibilities under the scope of the conduct policy. |
| F990_P06_S0B_L15 | Form 990, Part VI, Section B, Line 15 | All directors and officers are volunteers and unpaid. Caretaker performs work in an amount equal to the FMV of the residency requirements provided. FMV of rental and hourly crediting rate is based on local prevailing market rates. |
| F990_P06_S0C_L18 | Form 990, Part VI, Section C, Line 18 | Form 990 is publically available from independent third-party resources. Financial information is fully disclosed to all board members monthly and to all members annually. There have not been any requests made. |
| F990_P06_S0C_L19 | Form 990, Part VI, Section C, Line 19 | Form 990 is publically available from independent third-party resources. Financial information is fully disclosed to all board members monthly and to all members annually. There have not been any requests made. |
| F990_P09_S00_L11g | Form 990, Part IX, Line 11g | Land Acquisition Fees - $1749, Meeting Clerk - $1500 |
| F990_P09_S00_L24e | Form 990, Part IX, Line 24e | Mowing, Haying, Tree Work and other Property Maintenance $32,789 Office/Caretaker Residence Road and Driveway Maintenance $17,940 Miscellaneous and Surveying $6,009, Trees in the classroom $723. |
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