CHELAN-DOUGLAS LAND TRUST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHELAN-DOUGLAS LAND TRUST (EIN 91-1331348)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-20
- IRS object ID
- 202412649349301226
- Schema version
- 2023v5.1
- 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) |
|---|---|---|
| Return | 2024-09-20T10:24:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910950793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORDELL NEHER & COMPANY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3068 | AddressLine1Txt |
| City | WENATCHEE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 988073068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911331348 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHELAN-DOUGLAS LAND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHEL | BusinessNameControlTxt |
| Phone | 5096679708 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 N WENATCHEE AVENUE | AddressLine1Txt |
| City | WENATCHEE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUNICE YOUMANS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5096679708 | PhoneNum |
| Signature | 2024-09-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SEAN M PATTON CPA | PreparerPersonNm |
| PTIN | P00461275 | PTIN |
| Phone | 5096631661 | PhoneNum |
| Preparation | 2024-09-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | EUNICE YOUMANS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 N WENATCHEE AVENUE | AddressLine1Txt |
| City | WENATCHEE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,688,688 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CDLANDTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | TO ENGAGE COMMUNITIES IN CONSERVING, CARING FOR, AND ACCESSING THE NATURAL LANDS AND WATERS THAT SUSTAIN NORTH CENTRAL WASHINGTON. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 189 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,583,969 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,666,271 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $290,189 | PYInvestmentIncomeAmt |
| CY Investment Income | $846,260 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,874,158 | PYTotalRevenueAmt |
| CY Total Revenue | $3,512,531 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,685,137 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,303,667 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,059,836 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,083,624 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $76,589 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $894,204 | PYOtherExpensesAmt |
| CY Other Expenses | $693,186 | CYOtherExpensesAmt |
| PY Total Expenses | $3,639,177 | PYTotalExpensesAmt |
| CY Total Expenses | $3,080,477 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$765,019 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $432,054 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,385,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,255,676 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $140,420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $707,916 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,245,121 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $29,547,760 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ENGAGE COMMUNITIES IN CONSERVING, CARING FOR, AND ACCESSING THE NATURAL LANDS AND WATERS THAT SUSTAIN NORTH CENTRAL WASHINGTON. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,512,368 | ExpenseAmt |
| Grant | $1,303,667 | GrantAmt |
| Desc | LAND AND OPEN SPACE: CHELAN-DOUGLAS LAND TRUST (CDLT) ACQUIRES LAND AND EASEMENTS FOR CONSERVATION PURPOSES. CDLT HAS PRIMARILY PROTECTED NEARLY 21,000 ACRES OF OUR REGION'S MOST IMPORTANT NATURAL AREAS, PRIMARILY IN CHELAN AND DOUGLAS COUNTIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $334,191 | ExpenseAmt |
| Desc | ENGAGEMENT: CDLT OFFERS A VARIETY OF OPPORTUNITIES TO LEARN MORE ABOUT THE LAND WE HELP CONSERVE AND WHY IT'S WORTH PROTECTING. TOGETHER WITH PARTNER ORGANIZATIONS, CDLT OFFERS FAMILY PROGRAMS, EDUCATIONAL HIKES AND OUTINGS, ENVIRONMENTAL FILMS AND MORE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $663,667 | ExpenseAmt |
| Desc | FIELDS: TAKING CARE OF THE LANDS AND CONSERVATION EASEMENTS ENTRUSTED TO CDLT IS OUR MOST FUNDAMENTAL RESPONSIBILITY. CDLT OWNS AND MANAGES SOME OF OUR REGION'S MOST IMPORTANT NATURAL AREAS AND ALSO HOLDS CONSERVATION EASEMENTS. CDLT TAKES OUR RESPONSIBILITY SERIOUSLY AND STRIVES TO PROTECT AND MAINTAIN THE CONSERVATION VALUES AND NATURAL CHARACTER OF OUR PRECIOUS LANDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,510,226 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | Yes (1) | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5096679708 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 N WENATCHEE AVENUE | AddressLine1Txt |
| City | WENATCHEE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98801 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ROB SHURTLEFF | ||||||
| PRESIDENT | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVE JACOBS | ||||||
| SECRETARY/TREASURER | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELIZABETH WILSON | ||||||
| PRESIDENT ELECT | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRUCE WILLIAMS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE HARTMANN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CODY GILLIN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACK MYNATT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CELESTE BERRY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER HADERSBERGER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ARIAHNA JONES | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LEAH HEMBERRY RICKETTS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN SIROIS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY ASPLUND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUTH TRAXLER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE TABER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN LEHMKUHL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EUNICE YOUMANS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $104,933 | $0 | $13,131 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $104,933 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,131 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $494,430 | MembershipDuesAmt |
| Government Grants | $59,704 | GovernmentGrantsAmt |
| All Other Contributions | $2,112,137 | AllOtherContributionsAmt |
| Noncash Contributions | $360,000 | NoncashContributionsAmt |
| Total Contributions | $2,666,271 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $532,542 | TotalRevenueColumnAmt |
| Exclusion | $532,542 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $489,875 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $176,157 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $313,718 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,718 | TotalRevenueColumnAmt |
| Exclusion | $313,718 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,512,531 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $846,260 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,303,667 | TotalAmt |
| Program Services | $1,303,667 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,626 | TotalAmt |
| Program Services | $90,188 | ProgramServicesAmt |
| Management And General | $25,438 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,518 | TotalAmt |
| Program Services | $573,715 | ProgramServicesAmt |
| Management And General | $162,953 | ManagementAndGeneralAmt |
| Fundraising | $61,850 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,038 | TotalAmt |
| Program Services | $11,235 | ProgramServicesAmt |
| Management And General | $3,169 | ManagementAndGeneralAmt |
| Fundraising | $1,634 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,915 | TotalAmt |
| Program Services | $73,948 | ProgramServicesAmt |
| Management And General | $20,857 | ManagementAndGeneralAmt |
| Fundraising | $8,110 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,527 | TotalAmt |
| Program Services | $35,515 | ProgramServicesAmt |
| Management And General | $10,017 | ManagementAndGeneralAmt |
| Fundraising | $4,995 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,200 | TotalAmt |
| Management And General | $6,200 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,198 | TotalAmt |
| Management And General | $76,198 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,322 | TotalAmt |
| Management And General | $116,322 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,003 | TotalAmt |
| Program Services | $99,892 | ProgramServicesAmt |
| Management And General | $33,111 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,925 | TotalAmt |
| Program Services | $32,819 | ProgramServicesAmt |
| Management And General | $3,106 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,837 | TotalAmt |
| Program Services | $8,419 | ProgramServicesAmt |
| Management And General | $1,418 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,026 | TotalAmt |
| Program Services | $12,798 | ProgramServicesAmt |
| Management And General | $228 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,741 | TotalAmt |
| Program Services | $34,235 | ProgramServicesAmt |
| Management And General | $1,506 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,008 | TotalAmt |
| Management And General | $17,008 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,952 | TotalAmt |
| Program Services | $29,583 | ProgramServicesAmt |
| Management And General | $5,369 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| HABITAT RESTORATION AND | $110,579 | $109,560 | $1,019 |
| SUPPLIES | $38,907 | $36,803 | $2,104 |
| TAXES AND LICENSES | $30,117 | $29,164 | $953 |
| DUES AND MEMBERSHIPS | $29,376 | $24,004 | $5,372 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,995 | TotalAmt |
| Program Services | $4,681 | ProgramServicesAmt |
| Management And General | $1,314 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,080,477 | TotalAmt |
| Program Services | $2,510,226 | ProgramServicesAmt |
| Management And General | $493,662 | ManagementAndGeneralAmt |
| Fundraising | $76,589 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $485,046 | BOYAmt |
| EOY | $182,566 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,043,039 | BOYAmt |
| EOY | $1,402,783 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,941 | BOYAmt |
| EOY | $448,663 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475,000 | BOYAmt |
| EOY | $464,735 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,598 | BOYAmt |
| EOY | $13,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $577,782 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $214,988 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $379,793 | BOYAmt |
| EOY | $362,794 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,579,144 | BOYAmt |
| EOY | $10,389,252 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,367,980 | BOYAmt |
| EOY | $16,991,845 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,385,541 | BOYAmt |
| EOY | $30,255,676 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,420 | BOYAmt |
| EOY | $97,916 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $610,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,420 | BOYAmt |
| EOY | $707,916 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,511,102 | BOYAmt |
| EOY | $8,804,182 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,734,019 | BOYAmt |
| EOY | $20,743,578 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,245,121 | BOYAmt |
| EOY | $29,547,760 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,385,541 | BOYAmt |
| EOY | $30,255,676 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $432,054 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $870,585 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,187,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,120,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,965,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,583,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,666,271 | CurrentTaxYearAmt |
| Total | $16,524,076 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,187,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,120,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,965,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,583,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,666,271 | CurrentTaxYearAmt |
| Total | $16,524,076 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $408,465 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,115,611 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $163,636 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $210,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $194,979 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,049 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $532,542 | CurrentTaxYearAmt |
| Total | $1,418,794 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,942,870 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,128 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89820 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation Public Use | Yes (X) | PreservationPublicUseInd |
| Protection Natural Habitat | Yes (X) | ProtectionNaturalHabitatInd |
| Preservation Open Space | Yes (X) | PreservationOpenSpaceInd |
| Total Easements | 18 | TotalEasementsCnt |
| Total Acreage | 14671.62 | TotalAcreageCnt |
| Modified Easements | 0 | ModifiedEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 120.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $4,617 | ExpensesIncurredEnforcementAmt |
| Section170h Rqr Stsfd | Yes (1) | Section170hRqrStsfdInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,884,099 | BeginningYearBalanceAmt |
| Contributions | $63,720 | ContributionsAmt |
| Investment Earnings Or Losses | $715,306 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $197,006 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $49,571 | AdministrativeExpensesAmt |
| End Year Balance | $4,416,548 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,803,248 | BeginningYearBalanceAmt |
| Contributions | $90,353 | ContributionsAmt |
| Investment Earnings Or Losses | -$761,819 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $198,232 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $49,451 | AdministrativeExpensesAmt |
| End Year Balance | $3,884,099 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,446,428 | BeginningYearBalanceAmt |
| Contributions | $12,096 | ContributionsAmt |
| Investment Earnings Or Losses | $565,442 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $165,840 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $54,878 | AdministrativeExpensesAmt |
| End Year Balance | $4,803,248 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,080,433 | BeginningYearBalanceAmt |
| Contributions | $1,250 | ContributionsAmt |
| Investment Earnings Or Losses | $573,769 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $160,788 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $48,236 | AdministrativeExpensesAmt |
| End Year Balance | $4,446,428 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,624,338 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $664,015 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $161,668 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $47,252 | AdministrativeExpensesAmt |
| End Year Balance | $4,080,433 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03436 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.61045 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35519 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $36,590 | OtherCostOrOtherBasisAmt |
| Book Value | $36,590 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $490,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $171,302 | DepreciationAmt |
| Book Value | $319,480 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,686 | DepreciationAmt |
| Book Value | $6,724 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $362,794 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITIES | $6,140,457 | F |
| BONDS | $3,758,495 | F |
| MONEY MARKET | $490,300 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,389,252 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSERVATION EASEMENTS | $18 |
| LAND HELD FOR CONSERVATION PURPOSES | $16,991,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,991,845 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,266,794 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $870,585 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $870,585 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,396,209 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $116,322 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $116,322 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,512,531 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,964,155 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,964,155 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $116,322 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $116,322 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,080,477 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | THE TRUST ACCOMPLISHES ITS LAND CONSERVATION OBJECTIVES BY, AMONG OTHER MEANS, ACCEPTING DONATIONS OF INTERESTS IN REAL PROPERTY. THE TRUST ACCEPTS DONATIONS OR PURCHASES "CONSERVATION EASEMENTS" ON QUALIFYING PROPERTIES. CONSERVATION EASEMENTS ARE PERPETUAL AGREEMENTS BETWEEN THE TRUST AND PRIVATE LANDOWNERS THROUGH WHOM THE LANDOWNERS AGREE TO ABIDE BY CERTAIN RESTRICTIONS DESIGNED TO PRESERVE THE OPEN SPACE OR CONSERVATION VALUE OF THEIR LAND; THESE AGREEMENTS ARE BINDING ON ALL FUTURE LANDOWNERS. THE TOTAL NUMBER OF EASEMENTS IN FAVOR OF THE TRUST IS EIGHTEEN (18). UPON ACCEPTING A CONSERVATION EASEMENT, THE TRUST ASSUMES A PERPETUAL OBLIGATION TO MONITOR, NORMALLY ON AN ANNUAL BASIS, THE AFFECTED PROPERTY TO ENSURE THAT THE LANDOWNERS COMPLY WITH THE RESTRICTIONS OF THE EASEMENT. FURTHER, THE TRUST IS PERPETUALLY OBLIGATED TO ENFORCE PROVISIONS OF THE EASEMENTS IN THE EVENT OF A VIOLATION TO THE TERMS OF THE EASEMENT. ENFORCING AN EASEMENT VIOLATION COULD INVOLVE COSTLY LEGAL OR OTHER EXPENSES. ALTHOUGH CONSERVATION EASEMENTS ARE REAL PROPERTY RIGHTS, THEY POSSESS LITTLE OR NO MARKET VALUE DUE TO A RESALE MARKET THAT IS ESSENTIALLY LIMITED TO THE OWNER OF THE FEE TITLE OF THE RESTRICTED PROPERTY. BECAUSE OF THIS LIMITED MARKET AND DUE TO THE OBLIGATIONS INHERENT IN EASEMENT OWNERSHIP, THE TRUST'S EASEMENT HOLDINGS ARE RECORDED ON THE STATEMENTS OF FINANCIAL POSITION USING A ONE DOLLAR PLACEHOLDER. |
| PART V, LINE 4: | TO ACQUIRE LAND AND EASEMENTS FOR CONSERVATION PURPOSES. |
| PART X, LINE 2: | THE TRUST HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10. MANAGEMENT HAS EVALUATED THE TRUST'S TAX POSITIONS AND CONCLUDED THE TRUST HAS TAKEN NO UNCERTAIN TAX POSITIONS REQUIRING ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THESE PROVISIONS. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL TAX AUTHORITIES FOR THE YEARS BEFORE 2020. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON | |||||||||
| 9 S WENATCHEE AVE | WENATCHEE | WA | 98801 | 911349486 | $53,667 | $0 | CONSERVATION AND PROPERTY ACQUISITION | ||
| WENATCHEE RIVER INSTITUTE | |||||||||
| PO BOX 2073 | LEAVENWORTH | WA | 98826 | 205611326 | $0 | $1,250,000 | CONSERVATION AND PROPERTY ACQUISITION | BOOK VALUE | REAL PROPERTY LOCATED IN CHELAN COUNTY, WA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Schedule M IRS990ScheduleM
Qualified Contrib Other QualifiedContribOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $360,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FEE SIMPLE APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | AS SET IN OUR BYLAWS, CURRENT MEMBERS ARE ENTITLED TO ONE VOTE FOR EACH OF THE DIRECTOR POSITIONS OPEN AT ANY GIVEN TIME. DIRECTORS ARE ELECTED IN FEBRUARY EACH YEAR THROUGH AN ELECTION CONDUCTED BY MAIL AND ONLINE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND THEN GIVES IT TO THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT A MINIMUM, AT EVERY BOARD OR COMMITTEE MEETING ANYONE, INCLUDING COUNSEL, WHO HAS A CONFLICT WITH A TOPIC BEING DISCUSSED, RECUSES THEMSELVES WHEN THE TOPIC COMES UP. THIS RECUSAL IS REFLECTED IN THE BOARD MINUTES. WHEN INDIVIDUALS ARE CONSIDERED FOR NOMINATION TO THE BOARD OR A COMMITTEE, ANY POTENTIAL CONFLICTS ARE RAISED AND WAYS THEY CAN BE ADDRESSED ARE DISCUSSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS BASED UPON A REVIEW BY THE EXECUTIVE COMMITTEE USING SALARY SURVEYS AND INQUIRY OF SIMILAR SIZED ORGANIZATIONS IN THE AREA. THE EXECUTIVE COMMITTEE THEN MAKES RECOMMENDATIONS TO THE BOARD OF DIRECTORS FOR DELIBERATION AND APPROVAL OF COMPENSATION ON AN ANNUAL BASIS. MEETING MINUTES REFLECT ALL DISCUSSIONS AND DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS, POLICIES (INCLUDING CONFLICT OF INTEREST) AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C - AUDIT OVERSIGHT PROCESS AND SELECTION | THE TRUST HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR. |