2012-11-20T08:54:05-06:00 2012-04-30 203985546 JOHNSON O'CONNOR FERON & CARUCCI LLP 107 AUDUBON ROAD SUITE 104 WAKEFIELD MA 01880 990 2011-05-01 042024022 NEW ENGLAND FORESTRY FOUNDATION INC NEWE 9789526856 32 FOSTER STREET LITTLETON MA 014604346 ROBERT PERSCHEL 9789526856 2012-11-06 1 RICHARD K O'CONNOR P00451256 7819143400 2012-11-05 2011 2016-02-24 21:20:13Z ROBERT PERSCHEL 32 FOSTER STREET LITTLETON MA 014604346 2811234 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. 18 17 10 82 0 0 1444405 1237524 396596 354205 529025 199698 17478 6800 2387504 1798227 0 12500 0 0 664728 708158 0 0 340041 967442 1201632 1632170 1922290 755334 -124063 35540675 35437316 437684 456272 35102991 34981044 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 520209 40671 EDUCATION AND OUTREACH ARE CENTRAL TO NEFFS MISSION TO RAISE AWARENESS FOR THOUGHTFUL, LONG-TERM STEWARDSHIP OF NEW ENGLANDS 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. NEFFS FOREST STEWARDS HELP BUILD AWARENESS OF THE IMPORTANCE OF SUSTAINABLE FOREST MANAGEMENT; THEY FOSTER A LOCAL SENSE OF PLACE; THEY HELP TO BUILD NEFFS CONSTITUENCY THROUGHOUT THE REGION; THEY BRING LOCAL CONCERNS AND EXPERTISE INTO OUR FOREST MANAGEMENT DECISIONS; AND THEY HELP TO REDUCE VANDALISM ON OUR PROPERTIES. 394218 255041 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 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. 429167 109070 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. 1343594 1 1 0 0 0 0 1 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 29 12 1 10 1 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 0 0 MA X ROBERT PERSCHEL 9789526856 32 FOSTER STREET LITTLETON MA 014604346 ROBERT PERSCHEL 40.00 X X 22238 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 LINDSEY BRACE MARTINEZ 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 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 LYNN LYFORD 40.00 X 119000 0 6402 141238 0 6402 1 1 0 0 0 178044 1059480 1237524 TIMBER SALES 110000 354205 354205 354205 149121 149121 6800 0 6800 6800 6800 1003584 60000 1002287 10720 1297 49280 50577 50577 1798227 404782 0 155921 12500 12500 585188 270198 165887 149103 76474 46738 18902 10834 46496 19750 13649 13097 97614 97425 189 28120 27356 382 382 38417 19496 8840 10081 498293 385886 15811 96596 15453 3670 11783 7346 5346 507 1493 9266 5453 876 2937 28527 26101 332 2094 14680 11471 583 2626 12213 8271 2122 1820 69905 63868 2521 3516 14155 7352 1990 4813 PURCHASE OF CONSERVATIO 103000 103000 0 0 REPAIRS AND MAINTINENCE 62101 46076 3007 13018 COMMISSION EXPENSE 56670 56670 0 0 PUBLICATION AND COMMUNI 42340 33988 257 8095 103532 92979 2989 7564 1922290 1343594 238655 340041 X 252532 290947 2046867 634805 69120 76250 6048 2344 22118617 584772 21544985 21533845 4940892 6118434 6680231 6780691 35540675 35437316 75523 158373 0 12000 26489 21250 335672 264649 437684 456272 X 22034845 21973013 8963886 8903771 4104260 4104260 35102991 34981044 35540675 35437316 X -124063 2116 X X 0 1 1 X 0 X 3674531 2734134 1312612 1529821 1239323 10490421 3674531 2734134 1312612 1529821 1239323 10490421 682737 9807684 171639 119322 125391 157587 155922 729861 11220282 1865337 0.87410 0.92800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 145 1144653.00 0 7 1 1740.00 81869 1 2167115 0 75256 16409 2225962 2059809 0 122126 14820 2167115 1414050 500000 158097 12338 2059809 1644456 0 -219866 10540 1414050 0.28930 0.24920 0.46150 0 0 20166081 20166081 1562286 361990 1200296 258654 115300 143354 131596 107482 24114 21533845 DEPOSITS 126 LOAN ORIGINATION COSTS, NET 1555 BENEFICIAL INTEREST IN TRUST 6779010 6780691 1798227 1922290 -124063 -100783 1799 101100 2116 -121947 1899829 1799 101100 102899 1796930 1297 1297 1798227 2021776 100783 100783 1920993 1297 1297 1922290 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 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST 101,100. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN TRUST 101,100. PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON FINANCIAL STATEMENTS NETTED AGAINST LOSS FOR TAX PRESENTATION 1,297. PART XIII, LINE 2D - OTHER ADJUSTMENTS: NET UNREALIZED LOSSES 100,783. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON FINANCIAL STATEMENTS NETTED AGAINST LOSS FOR TAX PRESENTATION 1,297. 1 FRANKLIN LAND TRUST INC 679 MOHAWK TRAIL RTE 2 SHELBURNE FALLS MA 01370 222744488 501(C)(3) 12500 PURCHASE OF CONSERVATION RESTRICTION OVER APPROXIMATELY 35 ACRES OF FOREST IN HAWLEY, MASSACHUSETTS. 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. X X X 1 0 0 0 0 0 0 0 0 LYNN LYFORD 119000 0 0 0 0 0 0 0 6402 0 125402 0 0 0 PART I, LINE 4A LYNN LYFORD - $59,500 KEITH ROSS FORMER BOARD OF DIRECTORS MEMBER 30778 THE FOUNDATION ENTERED INTO A CONSULTING AGREEMENT WITH A FORMER BOARD OF DIRECTORS MEMBER DURING THE YEAR. THE AGREEMENT ALLOWS FOR UP TO 420 HOURS OF SERVICE AT $100 PER HOUR. 0 LANDVEST TWO CURRENT BOARD MEMBERS AND ONE FORMER BOARD MEMBER 30778 THE FOUNDATION ENTERED INTO AN AGREEMENT FOR CONSULTING SERVICES. 0 X 6 171122 FMV - MARKET PRICE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -100,783. DONATED SERVICES AND USE OF FACILITIES: 1,799. CHANGE IN BENEFICIAL INTEREST IN TRUST 101,100. TOTAL TO FORM 990, PART XI, LINE 5: 2,116. 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.