WESTPORT LAND CONSERVATION TRUST INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WESTPORT LAND CONSERVATION TRUST INC (EIN 23-7216308)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201213119349300911
- Schema version
- 2011v1.2
- 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 | 2012-11-06T09:04:05-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041617630 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER REGAN & WILNER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 831 | AddressLine1 |
| City | FALL RIVER | City |
| State | MA | State |
| ZIP Code | 027220831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237216308 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTPORT LAND CONSERVATION TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 5086369228 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 D MAIN ROAD PO BOX 3975 | AddressLine1 |
| City | WESTPORT | City |
| State | MA | State |
| ZIP Code | 02790 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DUDLEY MILLIKIN III | Name |
| Title | PRESIDENT | Title |
| Phone | 5086369228 | Phone |
| Date Signed | 2012-09-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDWARD SIEGAL | Name |
| PTIN | P01279335 | PTIN |
| Phone | 5086796451 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DUDLEY MILLIKIN III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 D MAIN ROAD PO BOX 3975 | AddressLine1 |
| City | WESTPORT | City |
| State | MA | State |
| ZIP Code | 02790 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 969407 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WESTPORTLANDTRUST.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 551365 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 880979 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1525 | InvestmentIncomePriorYear |
| Investment Income Current Year | 776 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5432 | OtherRevenuePriorYear |
| Other Revenue Current Year | -8511 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 558322 | TotalRevenuePriorYear |
| Total Revenue Current Year | 873244 | 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 | 114956 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 116913 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 51135 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 150505 | OtherExpensePriorYear |
| Other Expenses Current Year | 282487 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 265461 | TotalExpensesPriorYear |
| Total Expenses Current Year | 399400 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 292861 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 473844 | RevenuesLessExpensesCY |
| Total Assets BOY | 7384937 | TotalAssetsBOY |
| Total Assets EOY | 7867056 | TotalAssetsEOY |
| Total Liabilities BOY | 4478 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13135 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7380459 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7853921 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PRESERVE AND PROTECT WESTPORT'S NATURAL RESOURCES FOR PEOPLE AND NATURE, AND TO EDUCATE THE PUBLIC ABOUT THE WISE USE OF NATURAL RESOURCES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 271245 | Expense |
| Description | TO PROTECT FARMLAND, WOODLAND, OPEN SPACES AND OTHER NATURAL RESOURCES THROUGH LAND ACQUISITION, LAND MANAGEMENT AND COMMUNITY EDUCATION. | Description |
| Total Program Service Expense | 271245 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | 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 | 1 | 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 | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | 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 |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET STEVENS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5086369228 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100D MAIN ROAD | AddressLine1 |
| City | WESTPORT | City |
| State | MA | State |
| ZIP Code | 02790 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| BENJAMIN V WHITE | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| TOM BOREIKO | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| DUDLEY L MILLIKIN III | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| CHARLENE WOOD | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| ANN BOXLER | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JAMES TEWKSBURY | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| RUSSELL BEEDE | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| A MAX KOHLENBERG | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| PETER LEVESQUE | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| WILLIAM UNDERWOOD | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| PAUL STEIN | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| ARTHUR PARKER | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| KARL SANTOS | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| HENRY SWAN | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| DEBBY ROBBINS | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| CHARLES TRIPPE | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| DAVID FORNEY | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| JOHN GIFFORD | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| TINA SHAPLEIGH SCHMID | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| JOHN S PENNEY JR | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| EDWARD FERREIRA | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| HELGA NICHOLS | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| 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 |
| Membership Dues | 26385 | MembershipDues |
| Fundraising Events | 33520 | FundraisingEvents |
| All Other Contributions | 821074 | AllOtherContributions |
| Noncash Contributions | 163402 | NoncashContributions |
| Total Contributions | 880979 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 776 | TotalRevenueColumn |
| Exclusion | $776 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 58975 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 58975 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 28677 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 33520 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37188 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8511 | TotalRevenueColumn |
| Exclusion | -$8,511 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 873244 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$7,735 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108096 | Total |
| Program Services | 25579 | ProgramServices |
| Management And General | 41259 | ManagementAndGeneral |
| Fundraising | 41258 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8817 | Total |
| Program Services | 2087 | ProgramServices |
| Management And General | 3365 | ManagementAndGeneral |
| Fundraising | 3365 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8250 | Total |
| Management And General | 8250 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24 | Total |
| Management And General | 24 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10759 | Total |
| Program Services | 8791 | ProgramServices |
| Management And General | 698 | ManagementAndGeneral |
| Fundraising | 1270 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2661 | Total |
| Program Services | 2300 | ProgramServices |
| Management And General | 361 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17779 | Total |
| Program Services | 1697 | ProgramServices |
| Management And General | 12750 | ManagementAndGeneral |
| Fundraising | 3332 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4100 | Total |
| Management And General | 4100 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 848 | Total |
| Management And General | 848 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493 | Total |
| Management And General | 493 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4974 | Total |
| Program Services | 2718 | ProgramServices |
| Management And General | 1807 | ManagementAndGeneral |
| Fundraising | 449 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SPECIAL PROJECTS & ALLO | 216331 | 216331 | ||
| PROPERTY MAINTENANCE AN | 6567 | 3741 | 1365 | 1461 |
| PROPERTY TAXES | 4258 | 4258 | ||
| OUTREACH EVENTS | 3743 | 3743 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1700 | Total |
| Management And General | 1700 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 399400 | Total |
| Program Services | 271245 | ProgramServices |
| Management And General | 77020 | ManagementAndGeneral |
| Fundraising | 51135 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52255 | BOY |
| EOY | 47414 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260301 | BOY |
| EOY | 587397 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17405 | BOY |
| EOY | 2000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3041 | BOY |
| EOY | 4676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6688892 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2304 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6523679 | BOY |
| EOY | 6686588 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 528256 | BOY |
| EOY | 538981 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7384937 | BOY |
| EOY | 7867056 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4478 | BOY |
| EOY | 13135 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4478 | BOY |
| EOY | 13135 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 263932 | BOY |
| EOY | 435285 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515887 | BOY |
| EOY | 648314 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6600640 | BOY |
| EOY | 6770322 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7380459 | BOY |
| EOY | 7853921 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7384937 | BOY |
| EOY | 7867056 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 473844 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -382 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 383643 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 613243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1099491 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 255560 | CurrentTaxYearMinus1Year |
| Current Tax Year | 684057 | CurrentTaxYear |
| Total | 3035994 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 383643 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 613243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1099491 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 255560 | CurrentTaxYearMinus1Year |
| Current Tax Year | 684057 | CurrentTaxYear |
| Total | 3035994 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 74415 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2961579 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19491 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19561 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5239 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1167 | CurrentTaxYearMinus1Year |
| Current Tax Year | 776 | CurrentTaxYear |
| Total | 46234 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 339 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -3474 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26237 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25009 | CurrentTaxYear |
| Total | 48111 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3130339 | TotalSupport |
| Public Support Pertcentage170 | 0.94610 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97070 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 |
| Historic Land Area | X | HistoricLandArea |
| Total Number Of Easements | 35 | TotalNumberOfEasements |
| Total Acreage | 864.00 | 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 | 0.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 4144 | ExpensesIncurredForEnforcement |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 621404 | BeginningOfYearBalance |
| Contributions | 638010 | Contributions |
| Investment Earnings Or Losses | 776 | InvestmentEarningsOrLosses |
| Other Expenditures | 275280 | OtherExpenditures |
| End Of Year Balance | 984910 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 649507 | BeginningOfYearBalance |
| Contributions | 185799 | Contributions |
| Investment Earnings Or Losses | 386 | InvestmentEarningsOrLosses |
| Other Expenditures | 214288 | OtherExpenditures |
| End Of Year Balance | 621404 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 891777 | BeginningOfYearBalance |
| Contributions | 463132 | Contributions |
| Investment Earnings Or Losses | 1563 | InvestmentEarningsOrLosses |
| Other Expenditures | 706965 | OtherExpenditures |
| End Of Year Balance | 649507 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 651833 | BeginningOfYearBalance |
| Contributions | 1041125 | Contributions |
| Investment Earnings Or Losses | 12352 | InvestmentEarningsOrLosses |
| Other Expenditures | 813533 | OtherExpenditures |
| End Of Year Balance | 891777 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.25530 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08650 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.65820 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6685135 | OtherCostOrOtherBasis |
| Book Value | 6685135 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3757 | OtherCostOrOtherBasis |
| Depreciation | 2304 | Depreciation |
| Book Value | 1453 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6686588 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENTS - MONEY MARKET FUNDS | Description |
| Book Value | 538981 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 538981 | TotalOfBookValueSecurities |
| Total Revenue | 873244 | TotalRevenue |
| Total Expenses | 399400 | TotalExpenses |
| Excess Or Deficit For Year | 473844 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -382 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -382 | TotalAdjustments |
| Excess Or Deficit Per FS | 473462 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 913626 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -382 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 3600 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 37188 | OtherRevenues |
| Revenue Not Rptd F990 | 40406 | RevenueNotRptdF990 |
| Revenue Subtotal | 873220 | RevenueSubtotal |
| Investment Expenses Not Included | 24 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 24 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 873244 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 440164 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 3600 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 37188 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 40788 | ExpensesNotRptdF990 |
| Expenses Subtotal | 399376 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 24 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 24 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 399400 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | LAND AND CONSERVATION EASEMENT ACQUISITION COSTS ARE EXPENSED AS INCURRED. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | TERM ENDOWMENT - FUNDS INTENDED FOR MAINTENANCE, MANAGEMENT AND RESTORATION OF CERTAIN PROPERTIES, CERTAIN LAND ACQUISITION PROJECTS, FARMLAND PROTECTION PROJECTS AND STUDIES CONCERNING AGRICULTURE. PERMANENT ENDOWMENT - FUNDS INTENDED FOR CONSERVATION, MAINTENANCE, MANAGEMENT AND IMPROVEMENT OF CERTAIN PROPERTIES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE PRIMARY TAX POSITIONS MADE BY THE ORGANIZATION ARE THE EXISTENCE OF UNREALIZED BUSINESS INCOME AND THEIR STATUS AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION'S POLICY IS TO ANALYZE AND EVALUATE ITS TAX POSITIONS FOR ALL OPEN YEARS AND MAKE A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING HELD UNDER REVIEW. FOR THE YEARS PRESENTED, THE ORGANIZATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THIS EVALUATION. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990) FOR 2008, 2009, 2010, AND 2011 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 37,188. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 37,188. | |
| PART II, LINE 9 - THE ORGANIZATION SHALL UNDERTAKE REGULAR MONITORING VISITS AT A RATE OF NO LESS THAN ONE VISIT PER YEAR. THE INSPECTION WILL TAKE PLACE AFTER THE LANDOWNERS HAVE BEEN GIVEN WRITTEN NOTICE AND INVITED TO ACCOMPANY THE MONITOR. MONITORING INSPECTION REPORTS WILL BE FILED AND MAINTAINED FOR THE RESPECTIVE CONSERVATION RESTRICTION IN THE ORGANIZATION'S FILES. LANDOWNERS WILL BE PROVIDED WITH A COPY OF THE REPORT, AND ANY SUBSEQUENT NEW LANDOWNERS OF THE CONSERVATION RESTRICTION WILL BE INTRODUCED TO THE ORGANIZATION, ITS POLICIES AND THE TERMS OF THE CONSERVATION RESTRICTION. THE ORGANIZATION WILL PROVIDE A NEW COPY OF THE MONITORING REPORTS TO THE LANDOWNER IF IT WAS NOT PROVIDED BY THE PREVIOUS OWNER. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BARN DANCE | NameOfEvent1 |
| Gross Receipts Event1 | 62197 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 33520 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 28677 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 11701 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 16962 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 7110 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 1415 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 62197 | GrossReceiptsTotal |
| Charitable Contributions Total | 33520 | CharitableContributionsTotal |
| Gross Revenue Total Events | 28677 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 11701 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 16962 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7110 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1415 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37188 | DirectExpenseSummaryEvents |
| Net Income Summary | -8511 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | LAND | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 163400 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| Explanation | GIFTS OF LAND ARE SUBJECT TO GOOD TITLE, SITE VISIT, AND APPRAISAL AND ACCEPTED WITH EXECUTIVE COMMITTEE APPROVAL AND LAND PRESERVATION COMMITTEE RECOMMENDATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ALL INTERESTED PERSONS MAY BECOME MEMBERS UPON PAYMENT OF ANNUAL MEMBERSHIP DUES. | |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD MEMBERS AND OFFICERS (THE "GOVERNING BODY") ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING OF MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | CHANGES TO BYLAWS ARE SUBJECT TO APPROVAL BY MEMBERS | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND OFFICE MANAGER, THEN REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE AND THEN THE FULL BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND EXPLAINED TO EACH MEMBER OF THE BOARD OF DIRECTORS AND EACH STAFF MEMBER. EACH INDICATES WITH A SIGNATURE THAT THEY UNDERSTAND AND WILL COMPLY WITH THE POLICY. THROUGHOUT THE YEAR, THE BOARD AND STAFF REVIEW TRANSACTIONS TO ENSURE COMPLIANCE WITH THE POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15A | PERIODICALLY THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE (WITHOUT THE EXECUTIVE DIRECTOR PRESENT) AND COMPARED TO COMPENSATION RECEIVED BY THOSE IN SIMILAR ORGANIZATIONS IN THE SOUTH COAST AREA. THE COMMITTEE WILL THEN MAKE ADJUSTMENTS TO COMPENSATION BASED ON MARKET AND PERFORMANCE FACTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FORM 990 FREELY AVAILABLE TO ANYONE WHO REQUESTS IT. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -382. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| THE EXECUTIVE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
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