DARTMOUTH NATURAL RESOURCES TRUST: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DARTMOUTH NATURAL RESOURCES TRUST (EIN 23-7113649)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-29
- IRS object ID
- 201111199349300016
- Schema version
- 2010v3.2
- 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 | 2011-04-29T10:55:28-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237113649 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARTMOUTH NATURAL RESOURCES TRUST INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DART | NameControl |
| Phone | 5089912289 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX P-17 404 ELM STREET | AddressLine1 |
| City | DARTMOUTH | City |
| State | MA | State |
| ZIP Code | 02748 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HAVEN ROOSEVELT | Name |
| Title | PRESIDENT | Title |
| Phone | 5089912289 | Phone |
| Date Signed | 2011-04-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELISSA B KENYON | Name |
| Phone | 5086796451 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | HAVEN ROOSEVELT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX P-17 404 ELM STREET | AddressLine1 |
| City | DARTMOUTH | City |
| State | MA | State |
| ZIP Code | 02748 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1859359 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.DNRT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1971 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PRESERVE AND PROTECT DARTMOUTH'S NATURAL RESOURCES FOR PEOPLE AND NATURE, FOREVER. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 18 | NbrIndependentVotingMembers |
| Total Nbr Employees | 5 | TotalNbrEmployees |
| Total Nbr Volunteers | 100 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 728630 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 888635 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -854 | InvestmentIncomePriorYear |
| Investment Income Current Year | 79878 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 16923 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10292 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 744699 | TotalRevenuePriorYear |
| Total Revenue Current Year | 978805 | 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 | 178581 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 184788 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 16227 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 978578 | OtherExpensePriorYear |
| Other Expenses Current Year | 223422 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1157159 | TotalExpensesPriorYear |
| Total Expenses Current Year | 408210 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -412460 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 570595 | RevenuesLessExpensesCY |
| Total Assets BOY | 3429508 | TotalAssetsBOY |
| Total Assets EOY | 4073164 | TotalAssetsEOY |
| Total Liabilities BOY | 194837 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13425 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3234671 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4059739 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PRESERVE AND PROTECT DARTMOUTH'S NATURAL RESOURCES FOR PEOPLE AND NATURE, FOREVER. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 296650 | Expense |
| Description | PROTECT WILDLIFE HABITAT, OPEN SPACE AND OTHER NATURAL RESOURCES THROUGH LAND ACQUISITION, LAND MANAGEMENT AND COMMUNITY EDUCATION. | Description |
| Total Program Service Expense | 296650 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 1 | 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 | 10 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 5 | 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 18 | 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 | 0 | 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 | DEXTER MEAD EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5089912289 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 ELM STREET | AddressLine1 |
| City | DARTMOUTH | City |
| State | MA | State |
| ZIP Code | 02748 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PAUL SNYDER | ||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 |
| DANA BULLARD | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| HOUSTON CLINCH | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| JOHN GARFIELD | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| KATHRYN GOLLUB | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| MALCOLM JOHNSTON | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| PETER NICHOLSON | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JIM PERRY | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| AMY THURBER | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| ANNE WEBB | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| FRANKIE WHELAN | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| HAVEN ROOSEVELT | ||||||
| PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| BARBARA PURDY | ||||||
| VICE PRESIDENT/DIRECTOR | 3.00 | X | X | 0 | 0 | 0 |
| FRED ZIMMERMANN | ||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| JOHN BERMINGHAM | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| ERNEST FISHER | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| JUERGEN HALLEMEIER | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| ROBERT TRUSLOW | ||||||
| DIRECTOR/VICE PRESIDENT | 5.00 | X | X | 0 | 0 | 0 |
| STEPHANIE ERICKSON | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| MIKE HUMPHREY | ||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | |
| JOHN WYLDE | ||||||
| DIRECTOR | 3.00 | 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 | 97450 | MembershipDues |
| Fundraising Events | 27480 | FundraisingEvents |
| Government Grants | 23850 | GovernmentGrants |
| All Other Contributions | 739855 | AllOtherContributions |
| Noncash Contributions | 32781 | NoncashContributions |
| Total Contributions | 888635 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 87641 | TotalRevenueColumn |
| Exclusion | $87,641 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 837555 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 845318 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -7763 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -7763 | TotalRevenueColumn |
| Exclusion | -$7,763 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 37850 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 27480 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 30792 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7058 | TotalRevenueColumn |
| Exclusion | $7,058 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 3870 | GrossIncomeGaming |
| Gaming Direct Expenses | 1737 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2133 | TotalRevenueColumn |
| Exclusion | $2,133 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4339 | GrossSalesOfInventory |
| Cost Of Goods Sold | 2707 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1632 | TotalRevenueColumn |
| Exclusion | $1,632 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| SCHEDULE K-1 - SHORT T | 900099 | -12 | -$12 |
| SCHEDULE K-1 - OTHER I | 900099 | -519 | -$519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -531 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 978805 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $90,170 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165900 | Total |
| Program Services | 112494 | ProgramServices |
| Management And General | 45579 | ManagementAndGeneral |
| Fundraising | 7827 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5909 | Total |
| Program Services | 4065 | ProgramServices |
| Management And General | 1567 | ManagementAndGeneral |
| Fundraising | 277 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12979 | Total |
| Program Services | 8801 | ProgramServices |
| Management And General | 3566 | ManagementAndGeneral |
| Fundraising | 612 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41290 | Total |
| Program Services | 41290 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10771 | Total |
| Management And General | 10771 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18380 | Total |
| Program Services | 18380 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38538 | Total |
| Program Services | 22183 | ProgramServices |
| Management And General | 8867 | ManagementAndGeneral |
| Fundraising | 7488 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 492 | Total |
| Program Services | 334 | ProgramServices |
| Management And General | 135 | ManagementAndGeneral |
| Fundraising | 23 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3121 | Total |
| Program Services | 2264 | ProgramServices |
| Management And General | 857 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5076 | Total |
| Program Services | 5076 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7218 | Total |
| Program Services | 4687 | ProgramServices |
| Management And General | 2531 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LAND ACQUISITION EXPENS | 58060 | 58060 | |
| INVESTMENT FEES | 21195 | 21195 | |
| LAND MGMT EXPENSES | 17722 | 17722 | |
| STAFF DEVELOPMENT | 1294 | 1294 | |
| FILING FEES | 265 | 265 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 408210 | Total |
| Program Services | 296650 | ProgramServices |
| Management And General | 95333 | ManagementAndGeneral |
| Fundraising | 16227 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98643 | BOY |
| EOY | 197856 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 289483 | BOY |
| EOY | 108772 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187500 | BOY |
| EOY | 359534 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 69473 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 46804 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27745 | BOY |
| EOY | 22669 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2257975 | BOY |
| EOY | 2751458 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 568162 | BOY |
| EOY | 632875 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3429508 | BOY |
| EOY | 4073164 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194837 | BOY |
| EOY | 13425 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194837 | BOY |
| EOY | 13425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2292834 | BOY |
| EOY | 2574023 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272989 | BOY |
| EOY | 752155 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 668848 | BOY |
| EOY | 733561 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3234671 | BOY |
| EOY | 4059739 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3429508 | BOY |
| EOY | 4073164 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 570595 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 254473 | 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 | 290928 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 478190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1501188 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 728630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 888635 | CurrentTaxYear |
| Total | 3887571 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 290928 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 478190 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1501188 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 728630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 888635 | CurrentTaxYear |
| Total | 3887571 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1941418 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1946153 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69866 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 83200 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 84686 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 85873 | CurrentTaxYearMinus1Year |
| Current Tax Year | 87639 | CurrentTaxYear |
| Total | 411264 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 488 | CurrentTaxYearMinus1Year |
| Current Tax Year | -529 | CurrentTaxYear |
| Total | -41 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4298794 | TotalSupport |
| Public Support Pertcentage170 | 0.45270 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.39010 | 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 | 39 | TotalNumberOfEasements |
| Total Acreage | 1186.04 | TotalAcreage |
| Nmbr Easements Modified | 1 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 535.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 31267 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 0 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2015871 | BeginningOfYearBalance |
| Contributions | 516506 | Contributions |
| Investment Earnings Or Losses | 219051 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2751428 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1754081 | BeginningOfYearBalance |
| Contributions | 1543 | Contributions |
| Investment Earnings Or Losses | 260247 | InvestmentEarningsOrLosses |
| End Of Year Balance | 2015871 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1752552 | BeginningOfYearBalance |
| Contributions | 643323 | Contributions |
| Investment Earnings Or Losses | -625787 | InvestmentEarningsOrLosses |
| Other Expenditures | 911 | OtherExpenditures |
| Administrative Expenses | 15096 | AdministrativeExpenses |
| End Of Year Balance | 1754081 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.82500 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.03700 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13800 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38331 | OtherCostOrOtherBasis |
| Depreciation | 19361 | Depreciation |
| Book Value | 18970 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27206 | OtherCostOrOtherBasis |
| Depreciation | 23507 | Depreciation |
| Book Value | 3699 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3936 | OtherCostOrOtherBasis |
| Depreciation | 3936 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 22669 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN PERPETUAL TRUST | Description |
| Book Value | 632875 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 632875 | TotalBookValueOtherAssets |
| Total Revenue | 978805 | TotalRevenue |
| Total Expenses | 408210 | TotalExpenses |
| Excess Or Deficit For Year | 570595 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 189231 | NetUnrealizedGLOnInvestments |
| Other | $65,242 | OtherAmount |
| Total Adjustments | 254473 | TotalAdjustments |
| Excess Or Deficit Per FS | 825068 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1258113 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 253944 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 7166 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 17669 | OtherRevenues |
| Revenue Not Rptd F990 | 278779 | RevenueNotRptdF990 |
| Revenue Subtotal | 979334 | RevenueSubtotal |
| Other Revenues Not Included | -529 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -529 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 978805 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 433045 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7166 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 17669 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 24835 | ExpensesNotRptdF990 |
| Expenses Subtotal | 408210 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 408210 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF CHANGES TO CONSERVATION EASEMENTS: | PART II, LINE 3: | THE ORGANIZATION AMENDED A CONSERVATION EASEMENT (ORIGINALLY RECORDED IN 1988) TO UPDATE AND CLARIFY ITS LANGUAGE. |
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | THE ORGANIZATION VALUES ITS EASEMENTS AT ZERO DOLLARS. |
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | BOARD DESIGNATED ENDOWMENT - FUNDS INTENDED FOR ANNUAL COSTS ASSOCIATED WITH LAND MANAGEMENT ACTIVITIES, LAND ACQUISITION, AWARENESS AND EDUCATION, CONSERVATION, LEGAL DEFENSE, EMERGENCY CLEAN-UPS, RESTORATION AND MANAGEMENT OF CERTAIN PROPERTIES AND GENERAL MAINTENANCE OF THE OFFICE BUILDING. 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. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | REVALUATION ADJUSTMENT OF BENEFICIAL INTEREST IN PERPETUAL TRUST 64,713. SCHEDULE K1 INCOME 529. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 14,962. PRODUCT SALES - COGS 2,707. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHEDULE K1 INCOME (LOSS) -529. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 14,962. PRODUCT SALES - COGS 2,707. | |
| 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 IN THE BASELINE DOCUMENTATION FOLDER (BDF) FOR THE RESPECTIVE CONSERVATION RESTRICTION (CR) IN THE ORGANIZATION'S FILES, AS WELL AS THE BDF OFF-SITE. LANDOWNERS WILL BE PROVIDED WITH A COPY OF THE REPORT, AND ANY SUBSEQUENT NEW LANDOWNERS OF THE CR WILL BE INTRODUCED TO THE ORGANIZATION, ITS POLICIES AND THE TERMS OF THE CR. THE ORGANIZATION WILL PROVIDE A NEW COPY OF THE BDF TO THE LANDOWNER IF IT WAS NOT PROVIDED BY THE PREVIOUS OWNER. | ||
| PART II, LINE 9 - THE ORGANIZATION WILL ENFORCE THE TERMS OF ITS CONSERVATION RESTRICTIONS AND TAKE NECESSARY STEPS TO SEE THAT VIOLATIONS ARE REMEDIED. ALL SUSPECTED VIOLATIONS SHOULD BE REPORTED TO THE LAND MANAGER, WHO WILL CAREFULLY REVIEW THE CR. IF THE SUSPECTED VIOLATION CAN BE ASSESSED WITHOUT ACCESSING THE PROPERTY, THEN STAFF SHALL ASSESS THE VIOLATION PRIOR TO CONTACTING THE LANDOWNER. IF IT IS NECESSARY TO ACCESS THE PROPERTY, LAND MANAGER WILL CONTACT THE LANDOWNER FOR AN INITIAL SITE VISIT TO ASSESS THE VIOLATION, SUCH VISIT SHOULD ALWAYS BE CONDUCTED BY A TEAM OF TWO. THE VISIT WILL BE DOCUMENTED WITH DETAILED NOTES AND PHOTOS. THE SITE VISIT WILL BE MADE ALWAYS WITH THE ASSUMPTION THAT THERE IS NOT AN INTENTIONAL VIOLATION. IF STAFF DETERMINES THAT A VIOLATION EXISTS, THE VIOLATION WILL BE DISCUSSED WITH LAND MANAGEMENT COMMITTEE CHAIR. THE LANDOWNER WILL THEN BE NOTIFIED REGARDING THE VIOLATION BY (I) A PHONE CALL DESCRIBING THE VIOLATION, REQUESTING CORRECTIVE ACTION, AND STATING A DEADLINE FOR COMPLIANCE; (II) A FOLLOW-UP LETTER REITERATING PHONE CALL; AND (III) A MEETING WITH THE LANDOWNER, IF NECESSARY. VIOLATIONS DEEMED TO BE MAJOR VIOLATIONS WILL BE BROUGHT TO LAND MANAGEMENT COMMITTEE. REQUIRED CORRECTIONS AND DEADLINES FOR COMPLIANCE WILL BE DETERMINED. IF INITIAL CONTACTS WITH LANDOWNER RESULT IN NON-COMPLIANCE, THE ORGANIZATION'S BOARD WILL BE NOTIFIED AND ASSIST WITH DETERMINING A NEW RESPONSE TO LANDOWNER. IF WARRANTED, THE ORGANIZATION'S LEGAL COUNSEL WILL BE CONTACTED. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | SQUARE DANCE | NameOfEvent1 |
| Gross Receipts Event1 | 65330 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 27480 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 37850 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 2443 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 10819 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1700 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 15830 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 65330 | GrossReceiptsTotal |
| Charitable Contributions Total | 27480 | CharitableContributionsTotal |
| Gross Revenue Total Events | 37850 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 2443 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 10819 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1700 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 15830 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 30792 | DirectExpenseSummaryEvents |
| Net Income Summary | 7058 | NetIncomeSummary |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 7 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15214 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK MARKET - FMV | MethodOfDeterminingRevenues |
Qualified Contrib Other QualifiedContribOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | RAFFLE AND AUCTION ITEMS | Description |
| Noncash Contribs Rptd F990 | 17567 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 23 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| THIRD PARTY USE: | PART I, LINE 32B: | THE TRUST'S INVESTMENT ADVISORS RECEIVE AND SELL SECURITIES DONATED TO THE TRUST. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | "QUALIFIED CONSERVATION CONTRIBUTIONS" INCLUDE 2 GIFTS OF LAND FOR CONSERVATION PURPOSES AND 2 CONSERVATION EASEMENTS. REVENUES OF $0 BECAUSE DONATED LAND WILL BE PERMANENTLY PROTECTED AND NEVER SOLD AND CONSERVATION EASEMENTS HAVE NO MARKET VALUE FOR THE GRANTEE. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ALL INTERESTED PERSONS MAY BECOME MEMBERS UPON PAYMENT OF ANNUAL MEMBERSHIP DUES. BOARD MEMBERS AND OFFICERS (THE "GOVERNING BODY") ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING OF MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL INTERESTED PERSONS MAY BECOME MEMBERS UPON PAYMENT OF ANNUAL MEMBERSHIP DUES. BOARD MEMBERS AND OFFICERS ARE ELECTED BY MEMBERS AT THE ANNUAL MEETING OF 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 FINANCE COMMITTEE AND THEN THE FULL BOARD OF DIRECTORS. | |
| 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 12C | |
| ANNUALLY, THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE FINANCE COMMITTEE (WITHOUT THE EXECUTIVE DIRECTOR PRESENT) AND COMPARED TO COMPENSATION RECEIVED BY THOSE IN SIMILAR POSITIONS AT LOCAL ORGANIZATIONS AS WELL AS ORGANIZATIONS THROUGHOUT THE COUNTRY (USING THE LAND TRUST ALLICANCE SALARY SURVEYS). THE COMMITTEE THEN MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS WHICH VOTES ON THE COMPENSATION. | FORM 990, PART VI, SECTION B, LINE 15A | |
| ORGANIZATIONAL DOCUMENTS, INCLUDING THE AUDITED FINANCIAL STATEMENTS, FORM 990 AND CONFLICT OF INTEREST POLICY, ARE AVAILABLE TO THE PUBLIC UPON REQUEST IN WRITING OR IN PERSON. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 189,231. REVALUATION ADJUSTMENT OF BENEFICIAL INTEREST IN PERPETUAL TRUST 64,713. SCHEDULE K1 INCOME 529. TOTAL TO FORM 990, PART XI, LINE 5: 254,473. | FORM 990, PART XI, LINE 5: |
| THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS POLICY HAS NOT CHANGED FROM THE PRIOR YEAR. |