2013-11-15T12:55:41-06:00 2013-04-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 107 AUDUBON ROAD SUITE 104 WAKEFIELD MA 01880 990 2012-05-01 042024022 NEW ENGLAND FORESTRY FOUNDATION INC NEWE 9789526856 32 FOSTER STREET LITTLETON MA 014604346 ROBERT PERSCHEL 9789526856 2013-10-31 1 DOUGLAS M THORPE P01244437 7819143400 2013-10-31 2012 2015-11-30 17:44:51Z ROBERT PERSCHEL 32 FOSTER STREET LITTLETON MA 014604346 2888572 0 X NEWENGLANDFORESTRY.ORG X 1944 MA THE NEW ENGLAND FORESTRY FOUNDATION IS DEDICATED TO PROVIDING FOR THE CONSERVATION AND ECOLOGICALLY SOUND MANAGEMENT OF PRIVATELY OWNED FORESTLANDS IN NEW ENGLAND, THROUGHOUT THE AMERICAS AND BEYOND. THIS MISSION ENCOMPASSES: EDUCATING LANDOWNERS, FORESTERS, FOREST PRODUCTS INDUSTRIES, AND THE GENERAL PUBLIC ABOUT THE BENEFITS OF FOREST STEWARDSHIP AND MULTI-GENERATIONAL FORESTLAND PLANNING. PERMANENTLY PROTECTING FORESTS THROUGH GIFTS AND ACQUISITIONS OF LAND FOR THE BENEFIT OF FUTURE GENERATIONS. ACTIVELY MANAGING FOUNDATION LANDS AS DEMONSTRATION AND EDUCATIONAL FORESTS. CONSERVATION, THROUGH SUSTAINABLE YIELD FORESTRY, OF A WORKING LANDSCAPE THAT SUPPORTS ECONOMIC WELFARE AND QUALITY OF LIFE. SUPPORTING THE DEVELOPMENT AND IMPLEMENTATION OF FOREST POLICY AND FOREST PRACTICES THAT ENCOURAGE AND SUSTAIN PRIVATE OWNERSHIP. 17 16 11 85 0 0 1237524 1518510 354205 228593 199698 692889 6800 7138 1798227 2447130 12500 10500 0 0 708158 599078 0 62954 310053 1201632 757079 1922290 1429611 -124063 1017519 29987316 31291755 456272 168198 29531044 31123557 X THE NEW ENGLAND FORESTRY FOUNDATION IS DEDICATED TO PROVIDING FOR THE CONSERVATION AND ECOLOGICALLY SOUND MANAGEMENT OF PRIVATELY OWNED FORESTLANDS IN NEW ENGLAND, THROUGHOUT THE AMERICAS AND BEYOND. THIS MISSION ENCOMPASSES: EDUCATING LANDOWNERS, FORESTERS, FOREST PRODUCTS INDUSTRIES, AND THE GENERAL PUBLIC ABOUT THE BENEFITS OF FOREST STEWARDSHIP AND MULTI-GENERATIONAL FORESTLAND PLANNING. PERMANENTLY PROTECTING FORESTS THROUGH GIFTS AND ACQUISITIONS OF LAND FOR THE BENEFIT OF FUTURE GENERATIONS. ACTIVELY MANAGING FOUNDATION LANDS AS DEMONSTRATION AND EDUCATIONAL FORESTS. CONSERVATION, THROUGH SUSTAINABLE YIELD FORESTRY, OF A WORKING LANDSCAPE THAT SUPPORTS ECONOMIC WELFARE AND QUALITY OF LIFE. SUPPORTING THE DEVELOPMENT AND IMPLEMENTATION OF FOREST POLICY AND FOREST PRACTICES THAT ENCOURAGE AND SUSTAIN PRIVATE OWNERSHIP. 0 0 309539 0 EDUCATION AND OUTREACH ARE CENTRAL TO NEFF'S MISSION TO RAISE AWARENESS FOR THOUGHTFUL, LONG-TERM STEWARDSHIP OF NEW ENGLAND'S FORESTS. NEFF REGULARLY HOSTS A VARIETY OF ACTIVITIES TO CONNECT WITH LOCAL COMMUNITIES AND STAKEHOLDERS INCLUDING WORKSHOPS FOR INDUSTRY PROFESSIONALS; PUBLIC WALKS TO SHOWCASE TIMBER HARVESTS AT OUR COMMUNITY FORESTS; VOLUNTEER TRAINING SESSIONS; AND FOREST DEDICATION CELEBRATIONS. NEFF CURRENTLY SUPPORTS 81 VOLUNTEER FOREST STEWARDS WHO PROVIDE AN IMPORTANT OPPORTUNITY TO BUILD CONNECTIONS WITH THE COMMUNITIES IN WHICH OUR PROPERTIES ARE LOCATED. NEFF'S FOREST STEWARDS HELP BUILD AWARENESS OF THE IMPORTANCE OF SUSTAINABLE FOREST MANAGEMENT; THEY FOSTER A LOCAL SENSE OF PLACE; THEY HELP TO BUILD NEFF'S CONSTITUENCY THROUGHOUT THE REGION; (CONTINUED ON SCHEDULE O) THEY BRING LOCAL CONCERNS AND EXPERTISE INTO OUR FOREST MANAGEMENT DECISIONS; AND THEY HELP TO REDUCE VANDALISM ON OUR PROPERTIES. 344920 10500 228593 THE LAND PROTECTION PROGRAM AT NEFF IS RESPONSIBLE CHIEFLY FOR ACQUIRING, THROUGH GIFTS AND PURCHASES, LANDS IN FEE WHICH NEFF MANAGES AS ADDITIONS TO ITS COMMUNITY FOREST PORTFOLIO. THE PROGRAM ALSO WORKS WITH LANDOWNERS TO PROTECT THEIR FORESTED PROPERTIES THROUGH CONSERVATION EASEMENTS, WHICH GENERALLY ARE DONATED BUT SOMETIMES ARE PURCHASED. NEFF FREQUENTLY FORMS ALLEGIANCES WITH OTHER NON-PROFIT CONSERVATION ENTITIES TO ACCOMPLISH ITS LAND CONSERVATION GOALS. NEW PROJECTS OFTEN START THROUGH REFERRALS FROM FORESTERS AND CONSERVATION GROUPS THAT ARE FAMILIAR WITH NEFF'S SPECIAL NICHE IN THE REALM OF LAND CONSERVATION, WHICH IS THE PROTECTION OF WOODLANDS THAT WILL STAY IN ACTIVE FOREST PRODUCTION. PROGRAM STAFF ALSO MAKES OCCASIONAL PRESENTATIONS TO GATHERINGS OF LAND TRUSTS (CONTINUED ON SCHEDULE O) AND LANDOWNERS TO ADVISE THEM OF VARIOUS FORESTLAND CONSERVATION OPTIONS. THE AMOUNT OF LAND PROTECTED EITHER IN FEE OR THROUGH CONSERVATION EASEMENTS TENDS TO RANGE FROM SEVERAL HUNDRED TO A FEW THOUSAND ACRES EACH FISCAL YEAR. 293200 0 THE CONSERVATION EASEMENT PROGRAM AT NEFF IS RESPONSIBLE FOR ACQUIRING AND MONITORING CONSERVATION EASEMENTS ACQUIRED BY NEFF THROUGH GIFT OR PURCHASE. AS OF YEAR END, THE PROGRAM WAS RESPONSIBLE FOR THE PROTECTION AND MONITORING OF 145 CONSERVATION EASEMENTS COVERING 1,144,653 ACRES IN 7 STATES. TO MONITOR EASEMENTS, NEFF CONDUCTS ANNUAL SURVEYS WITH LANDOWNERS TO DETERMINE IF ANY CHANGES HAVE OCCURED IN OWNERSHIP OR MANAGEMENT OF THE LAND WHICH IS ENCUMBERED BY THE CONSERVATION EASEMENT. NEFF ALSO CONDUCTS SITE VISITS TO EACH EASEMENT AT LEAST ONCE EVERY FOUR YEARS ON A ROTATING BASIS TO TOUR THE PROPERTY AND MONITOR FOR ANY VIOLATIONS. 947659 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 27 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X ROBERT PERSCHEL 9789526856 32 FOSTER STREET LITTLETON MA 014604346 ROBERT PERSCHEL 40.00 X X 122764 0 0 TIMOTHY A INGRAHAM 4.00 X X 0 0 0 ROBERT ACKERMAN 4.00 X X 0 0 0 PHILIP Y DENORMANDIE 4.00 X X 0 0 0 DAVID B KITTREDGE JR 0.50 X 0 0 0 FREDERICK J WEYERHAEUSER 0.50 X 0 0 0 RUTH KENNEDY SUDDUTH 0.50 X 0 0 0 JAMES COULL 4.00 X X 0 0 0 WINSLOW DUKE 0.50 X 0 0 0 JONATHAN KEYES 0.50 X 0 0 0 RICHARD F PERKINS 0.50 X 0 0 0 IRENE SEDGWICK BRIEDIS 0.50 X 0 0 0 ERNEST W FOSTER JR 0.50 X 0 0 0 RUPERT GRANTHAM 0.50 X 0 0 0 ELIZABETH NICHOLS 0.50 X 0 0 0 BYRON W STUTZMAN 0.50 X 0 0 0 JOHN F HEMENWAY 0.50 X 0 0 0 122764 0 0 1 0 0 0 0 101338 1417172 683209 1518510 TIMBER SALES 110000 228593 228593 228593 164463 164463 7138 0 7138 7138 7138 354868 615000 343647 97795 11221 517205 528426 528426 2447130 228593 0 700027 X 10500 10500 122764 36829 36829 49106 354033 180157 69662 104214 84604 41198 31104 12302 37677 15275 9169 13233 65028 65028 27599 26889 355 355 33739 16810 7599 9330 62954 62954 228803 223984 4819 8577 4931 19 3627 5200 2246 852 2102 4926 2877 473 1576 23728 20991 674 2063 19722 13698 1720 4304 4492 4492 69278 64193 2222 2863 16498 10010 2144 4344 REPAIRS AND MAINTENANCE 70639 50537 3073 17029 PUBLICATION AND COMMUNI 39172 29475 235 9462 PROPERTY TAXES 36090 36090 0 0 COMMISSION EXPENSE 35589 35589 0 0 67999 55860 950 11189 1429611 947659 171899 310053 X 290947 238790 634805 806035 76250 49130 2344 18162 23378489 624360 21533845 22754129 6118434 7425383 1330691 126 29987316 31291755 158373 117573 12000 17000 21250 33625 264649 0 456272 168198 X 21973013 24996635 4381676 2950567 3176355 3176355 29531044 31123557 29987316 31291755 X 1017519 576102 -1108 X X 0 1 X 1 0 X 2734134 1312612 1529821 1239323 1524039 8339929 2734134 1312612 1529821 1239323 1524039 8339929 1458976 6880953 119322 125391 157587 155922 171601 729823 9069752 1700723 0.75870 0.87410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 147 1144970.00 0 7 1 965.00 114380 1 1298057 96193 353674 1040576 1239210 75256 16409 1298057 1131904 122126 14820 1239210 486145 500000 158097 12338 1131904 716551 -219866 10540 486145 0.32840 0.09560 0.57600 0 0 21412942 21412942 1562286 404188 1158098 301355 131262 170093 101906 88910 12996 22754129 3027653 576102 5529 581631 2446022 1108 1108 2447130 1435140 5529 5529 1429611 0 1429611 EXPLANATION OF CHANGES TO CONSERVATION EASEMENTS: PART II, LINE 3: THE FOUNDATION DOES NOT RECORD REVENUE ON DONATED EASEMENTS. THE PURCHASE COST OF EASEMENTS IS EXPENSED IN THE YEAR OF PURCHASE. NO BALANCE SHEET ASSET OR LIABILITY IS INCLUDED FOR PURCHASED OR DONATED EASEMENTS, HOWEVER IF AN EASEMENT IS PLACED ON A FOUNDATION FOREST, IMPAIRMENT ON THE FOUNDATION FOREST IS RECORDED. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE OVERALL FINANCIAL OBJECTIVE FOR THE ASSETS OF THE ENDOWMENT FUND IS TO PROVIDE SUPPORT FOR BOTH THE OPERATING BUDGET AND THE NEEDS OF THE RESTRICTED FUNDS, WHILE MAINTAINING OR INCREASING THE PURCHASING POWER OF THE FUND. PART XI, LINE 4B - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST NETTED AGAINST LOSS FOR TAX 1,108. X X X X X 0 JACQUELINE PERRY-O'CONNOR 14 RIVERS EDGE HULL MA 02045 FUNDRAISING 0 0 82740 -82740 INNOVATIVE NATURAL RESOURCE SOLUTIONS LLC 37 OLD POUND ROAD ANTRIM NH 03440 GRANT CONSULTING 0 0 55000 -55000 137740 -137740 MA NH ME VT GA FL 1 SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS 54 PORTSMOUTH STREET CONCORD NH 03301 020222237 501(C)(3) 10500 CONSERVATION EASEMENT STEWARDSHIP OF NEW HAMPSHIRE FORESTS. 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION REVIEWS THE USE OF GRANTS BY DONEE ORGANIZATIONS ON AN ONGOING BASIS TO ENSURE THAT THE FUNDS ARE BEING USED FOR THE INTENDED PURPOSE AND ARE IN LINE WITH THE FOUNDATION'S MISSION. LANDVEST TWO CURRENT BOARD MEMBERS 11958 THE FOUNDATION ENTERED INTO AN AGREEMENT FOR CONSULTING SERVICES. 0 X 2 368404 FMV - MARKET PRICE X 4 314805 FMV - APPRAISED VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT AND THE FINANCE COMMITTEE HAVE REVIEWED THE IRS FORM 990 PRIOR TO APPROVAL BASED ON A REVIEW RUBRIC. THE FINANCE COMMITTEE FORMALLY APPROVES THE IRS FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OF THE DIRECTORS ANNUALLY AFFIRMS IN WRITING THAT HE/SHE COMPLIES WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. IF CIRCUMSTANCES ARISE DURING THE YEAR THAT PRESENT A CONFLICT OF INTEREST HE/SHE IS REQUIRED TO DISCLOSE THE CONFLICT TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A EMPLOYEE COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED ON POSITION REQUIREMENTS, QUALIFICATIONS, EXPERIENCE, AND SERVICE. REGIONALLY APPROPRIATE COMPARABILITY DATA IS USED IN EVALUATING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, TAX RETURNS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 223,984. MANAGEMENT AND GENERAL EXPENSES 4,819. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 228,803. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN TRUST -1,108. NEW ENGLAND FORESTRY FOUNDATION'S BOARD OF DIRECTORS OVERSEES THE FINANCIAL STATEMENT AUDIT. THE BOARD REVIEWS THE FINANCIAL STATEMENTS AND FORMALLY APPROVES THEM PRIOR TO FILING.