2013-07-24T12:55:22-05:00 2012-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2012-01-01 223035836 D&R GREENWAY LAND TRUST INC D&RG 6099244646 ONE PRESERVATION PLACE PRINCETON NJ 08540 LINDA MEAD 6099244646 2013-07-24 1 SHERISE D RITTER CPA P00039222 6096899700 2012 2016-02-24 21:20:13Z LINDA MEAD ONE PRESERVATION PLACE PRINCETON NJ 08540 3859277 0 X WWW.DRGREENWAY.ORG X 1990 NJ WORK IN PARTNERSHIP WITH VARIOUS PUBLIC AND PRIVATE GROUPS TO PRESERVE VALUABLE LAND IN CENTRAL NEW JERSEY. PRESERVE AND PROTECT A PERMANENT NETWORK OF NATURAL LANDS AND OPEN SPACES CREATING THE CONDITIONS FOR A HEALTHY AND DIVERSE ENVIRONMENT TO FLOURISH. PROVIDE THE PUBLIC WITH APPROPRIATE ACCESS TO THESE LANDS, ENCOURAGING ACTIVE LIFESTYLES AND A GREATER APPRECIATION OF THE NATURAL WORLD. THANKS TO D&R EFFORTS SINCE 1989 OVER 15,000 ACRES OF LAND HAVE BEEN PROTECTED. THE TRUST IS AMONG THE FIRST 10% OF LAND TRUSTS NATIONWIDE TO REACH ACCREDITATION BY THE LAND TRUST ACCREDITATION COMMISSION. THIS SEAL OF APPROVAL ENSURES THAT THE TRUST MEETS NATIONAL STANDARDS FOR EXCELLENCE, UPHOLDING THE PUBLIC TRUST, AND ENSURING THAT CONSERVATION EFFORTS ARE PERMANENT. THE ACCREDITATION SEAL IS A MARK OF DISTINCTION IN LAND CONSERVATION. 26 25 17 170 6232 -8845 2001193 2650004 38303 27980 129553 229043 120223 131540 2289272 3038567 0 0 0 0 863646 909544 8378 9790 293466 1184275 783082 2056299 1702416 232973 1336151 50162994 52737010 272504 281346 49890490 52455664 X TO PRESERVE AND CARE FOR NATURAL & AGRICULTURAL LANDS & HISTORIC LANDSCAPES IN CENTRAL NJ FOR THE PUBLIC'S BENEFIT, AND TO LEND EXPERTISE TO ADVANCE LAND PRESERVATION IN OTHER PARTS OF THE STATE. STRIVE TO ESTABLISH INTERCONNECTED GREENWAYS AND INSPIRE A CONSERVATION ETHIC BY CONNECTING PEOPLE WITH THE LAND. 0 0 630076 11050 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 OUR STEWARDSHIP OF D&R GREENWAY LANDS, WE SHOWCASE LAND MANAGEMENT MODELS THAT DEMONSTRATE AN UNDERSTANDING OF THE ECOSYSTEM. WE ALSO CREATE PUBLIC USES THAT PROVIDE EDUCATIONAL & RECREATIONAL BENEFITS TO AREA RESIDENTS AND VISITORS. 331794 55649 D&R GREENWAY INSPIRES PEOPLE TO LEARN ABOUT THEIR ENVIRONMENT AND MAKE CONNECTIONS TO THE LAND. OUR EDUCATIONAL OFFERINGS AT THE JOHNSON EDUCATION CENTER AND IN LOCAL COMMUNITIES INCLUDE PUBLIC LECTURES AND FORUMS, GREENWAY WALKS ON OUR PRESERVES, VOLUNTEER AND INTERNSHIP OPPORTUNITIES, AND EXHIBITIONS THAT RELATE NATURE & ART. THESE OPPORTUNITIES INSTILL A GROWING AWARENESS, AN ABILITY TO MAKE THOUGHTFUL DECISIONS, AND A WAY TO BECOME MORE ENGAGED IN OUR VISION. D&R GREENWAY ALSO ENCOURAGES RENTAL OF THE INDOOR & OUTDOOR SPACES OF THE JOHNSON EDUCATION CENTER BY NON-PROFIT, EDUCATIONAL & COMMUNITY GROUPS. 174732 10698 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. 1136602 1 1 0 1 0 0 1 1 0 1 1 0 0 0 1 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 13 0 1 17 1 1 1 0 0 0 0 0 0 0 X 26 25 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ PA X LAURIE EMDE 6099244646 ONE PRESERVATION PLACE PRINCETON NJ 08540 LINDA MEAD 40.00 X X 135693 0 5428 ALAN M HERSHEY 1.00 X X 0 0 0 MARY LOUISE HARTMAN 1.00 X X 0 0 0 HELLA MCVAY 1.00 X X 0 0 0 BRIAN BREUEL 1.00 X X 0 0 0 MARGARET T HARPER 1.00 X X 0 0 0 JOHN RASSWEILER PHD 1.00 X 0 0 0 ROSEMARY MILES BLAIR 1.00 X 0 0 0 JOYCE M COPLEMAN 1.00 X 0 0 0 CHRISTOPHER DEGREZIA ESQ 1.00 X 0 0 0 SHAWN W ELLSWORTH 1.00 X 0 0 0 RICHARD S GOLDMAN ESQ 1.00 X 0 0 0 MARGARET R GORRIE 1.00 X 0 0 0 ALEX HANSON 1.00 X 0 0 0 ELEANOR V HORNE 1.00 X 0 0 0 ROBERT C JOHNSTON ESQ 1.00 X 0 0 0 WENDY KVALHEIM 1.00 X 0 0 0 MARY ALLESSIO LECK 1.00 X 0 0 0 CATHLEEN R LITVACK 1.00 X 0 0 0 PHYLLIS MARCHAND 1.00 X 0 0 0 ROBIN MCCONAUGHY 1.00 X 0 0 0 THOMAS M POOLE 1.00 X 0 0 0 R DAVID REYNOLDS MD 1.00 X 0 0 0 MARK A SOLOMON ESQ 1.00 X 0 0 0 EDWARD D THOMAS 1.00 X 0 0 0 JAMES W TROWBRIDGE 1.00 X 0 0 0 JOHN S WATSON JR 40.00 X 106000 0 4240 241693 0 9668 2 0 0 0 0 102467 941161 1606376 2650004 HUNTING RIGHTS 110000 11050 11050 PLANT SALE 110000 10698 10698 ARTWORK 713990 6232 6232 27980 226466 226466 40131 0 40131 40131 40131 799647 797070 2577 2577 2577 99531 102467 23640 75891 75891 MISCELLANEOUS 900099 15518 15518 15518 3038567 77397 6232 304934 X 150097 105068 30019 15010 615043 374023 94442 146578 81471 43955 16767 20749 62933 49380 13553 27826 13913 13913 9790 9790 58683 29341 14671 14671 174677 163406 1277 9994 52369 35167 4325 12877 9114 5924 911 2279 110976 55488 27744 27744 5566 3434 528 1604 124428 62214 62214 37244 30034 3605 3605 EDUCATION AND OUTREACH 70217 53273 1932 15012 ACQUISITIONS 47648 47648 PROVISION FOR UNCOLLECT 15260 15260 EXHIBIT EXPENSE 15077 15077 33997 33997 1702416 1136602 272348 293466 841 466 852884 1064679 296800 392973 81550 30515 22352 24720 45395584 877476 42777879 44518108 6130688 6705549 50162994 52737010 105996 127784 116250 104000 50258 49562 272504 281346 X 44532095 46445169 4988354 5640454 370041 370041 49890490 52455664 50162994 52737010 X 1336151 557986 671037 X X 0 1 X 1 0 X 5317725 4262736 7698282 1994438 2255843 21529024 5317725 4262736 7698282 1994438 2255843 21529024 1030185 20498839 175408 85956 111330 165936 266597 805227 4590 4989 3808 13468 210 27065 22361316 471110 0.91670 0.91400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 30000 0 0 0 30000 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE ORGANIZATION MADE CONTRIBUTIONS TO THE "CONSERVATION CAMPAIGN" AND "KEEP IT GREEN" FOR USE IN THEIR LOBBYING EFFORTS. BOTH RECIPIENTS ARE 501(C)(4) ORGANIZATIONS. X X X X 59 3326.81 0 0 0 1 1 350.00 5112 321800 321800 X 0 388534 27997 416531 407196 -18662 388534 289293 100000 20135 2232 407196 270041 24200 4948 289293 114334 164371 -8664 270041 0.00000 0.88840 0.11160 0 0 41198146 41198146 3547633 620982 2926651 649805 256494 393311 44518108 CHARITABLE GIFT ANNUITIES 49562 49562 X 4359597 560563 68367 692100 1321030 3038567 0 3038567 1794423 68367 23640 92007 1702416 0 1702416 EXPLANATION OF CHANGES TO CONSERVATION EASEMENTS: 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 BE PERMANENTLY USED FOR AGRICULTURAL PURPOSES. THESE EASEMENT DOCUMENTS REQUIRE THE TRUST TO MONITOR AND ENFORCE THE TERMS OF THE EASEMENTS. THEY ARE RECORDED AT THE TRUST'S COST, AND ARE INCLUDED IN "FACILITATIONS." THE TRUST ALSO RECEIVES CONSERVATION AND AGRICULTURAL EASEMENTS AS DONATIONS. NO VALUE IS ASSIGNED TO THESE EASEMENTS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009. EARTH BALL 63690 19000 44690 16035 GALA 17985 5125 12860 6887 4 120154 78342 41812 2627 13136 201829 102467 99362 2627 36058 38685 60677 X 1 321800 APPRAISED VALUE X 6 52460 FMV 0 1 0 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 COMPENSATION COMMITTEE DETERMINES THE PERCENTAGE INCREASE ALLOWABLE FOR MERIT INCREASES IN PAY AND THE EXECUTIVE DIRECTOR IS ALLOWED TO ALLOCATE THIS INCREASE TO THE EMPLOYEES AS APPROPRIATE. THE DIRECTOR IS NOT TO EXCEED THE APPROVED INCREASE OF THE COMMITTEE. COST OF LIVING INCREASES ARE APPROVED BY THE BOARD AND ALLOCATED FOR ALL EMPLOYEES IN THE ANNUAL BUDGET. 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. OTHER FEES FORM 990, PART IX, LINE 11G CONTRACT/ PROJECT SERVICES: PROGRAM SERVICE EXPENSES 66,829. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,829. CONSULTING FEES: PROGRAM SERVICE EXPENSES 29,982. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 9,994. TOTAL EXPENSES 39,976. APPRAISALS AND SURVEYS: PROGRAM SERVICE EXPENSES 66,595. MANAGEMENT AND GENERAL EXPENSES 1,277. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,872. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: DONATED OWNERSHIP INTEREST IN LAND 671,037. 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 IT IS PRESENTED TO THE REST OF THE BOARD OF TRUSTEES.