HARVARD CONSERVATION TRUST: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARVARD CONSERVATION TRUST (EIN 23-7305157)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349309940
- Schema version
- 2018v3.1
- 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 | 2019-11-15T12:33:54-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042917204 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1Txt |
| City | LOWELL | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01851 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237305157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD CONSERVATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 9784569292 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31 | AddressLine1Txt |
| City | HARVARD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUDY MINAR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9784569292 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDAN E TOOLIN III | PreparerPersonNm |
| PTIN | P01323447 | PTIN |
| Phone | 9784522500 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.198.108.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 21:09:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 828B4C756112436BA83637C705CCBCE80F614336 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 828B4C756112436BA83637C705CCBCE80F614336 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOM COTTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31 | AddressLine1Txt |
| City | HARVARD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,485,356 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HARVARDCONSERVATIONTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | TO PRESERVE THE UNIQUE CHARACTER AND NATURAL RESOURCES OF HARVARD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $324,129 | PYContributionsGrantsAmt |
| CY Contributions Grants | $280,361 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $268,636 | PYInvestmentIncomeAmt |
| CY Investment Income | $220,034 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $592,765 | PYTotalRevenueAmt |
| CY Total Revenue | $500,395 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,194 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $60,195 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,039 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $84,493 | PYOtherExpensesAmt |
| CY Other Expenses | $89,439 | CYOtherExpensesAmt |
| PY Total Expenses | $145,687 | PYTotalExpensesAmt |
| CY Total Expenses | $149,634 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $447,078 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $350,761 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,917,666 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,245,242 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $520,035 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,746 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,397,631 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,230,496 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PRESERVE THE UNIQUE CHARACTER AND NATURAL RESOURCES OF HARVARD | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $73,669 | ExpenseAmt |
| Desc | PROGRAM SERVICE EXPENSES RELATE TO THE COST OF ACQUIRING AND PRESERVING LAND FOR THE TOWN OF HARVARD, MA. | Desc |
| Total Program Service Expenses | $73,669 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | 0 | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 2 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDY MINAR TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9782229900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31 | AddressLine1Txt |
| City | HARVARD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01451 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TOM COTTON | ||||||
| TRUSTEE, PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATTHEW MOSTOLLER | ||||||
| TRUSTEE, VICE PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RUDY MINAR | ||||||
| TRUSTEE, TREASURER/CLERK | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARC SEVIGNY | ||||||
| TRUSTEE, SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS CANDON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TERESA GARTI | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TRISH HURTER | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM LEE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE MORTON | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ABBE ALPERT | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM KEMEZA | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSIE MACRAE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BEN URQUHART | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BOB DOUGLAS | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID OUTMAN | ||||||
| EXECUTIVE DIRECTOR | 30.00 | Yes (X) | $48,132 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $48,132 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | 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 | $30,413 | MembershipDuesAmt |
| Government Grants | $21,747 | GovernmentGrantsAmt |
| All Other Contributions | $228,201 | AllOtherContributionsAmt |
| Noncash Contributions | $1,111 | NoncashContributionsAmt |
| Total Contributions | $280,361 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $127,414 | TotalRevenueColumnAmt |
| Exclusion | $127,414 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,077,581 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,984,961 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $92,620 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,620 | TotalRevenueColumnAmt |
| Exclusion | $92,620 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $500,395 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $220,034 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,672 | TotalAmt |
| Program Services | $33,692 | ProgramServicesAmt |
| Management And General | $12,333 | ManagementAndGeneralAmt |
| Fundraising | $1,647 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,980 | TotalAmt |
| Fundraising | $7,980 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,543 | TotalAmt |
| Program Services | $2,751 | ProgramServicesAmt |
| Management And General | $1,006 | ManagementAndGeneralAmt |
| Fundraising | $786 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,470 | TotalAmt |
| Program Services | $8,222 | ProgramServicesAmt |
| Management And General | $248 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,300 | TotalAmt |
| Management And General | $9,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,374 | TotalAmt |
| Management And General | $30,374 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,810 | TotalAmt |
| Program Services | $957 | ProgramServicesAmt |
| Management And General | $1,618 | ManagementAndGeneralAmt |
| Fundraising | $235 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,340 | TotalAmt |
| Management And General | $1,340 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,350 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Management And General | $5,300 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,600 | TotalAmt |
| Program Services | $9,600 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521 | TotalAmt |
| Program Services | $469 | ProgramServicesAmt |
| Management And General | $52 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,710 | TotalAmt |
| Program Services | $2,463 | ProgramServicesAmt |
| Management And General | $1,247 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMINISTRATION | $11,012 | $9,299 | $1,713 | |
| DISCOVERY | $6,557 | $6,166 | $391 | |
| TRUSTEE MEETING | $395 | $395 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,634 | TotalAmt |
| Program Services | $73,669 | ProgramServicesAmt |
| Management And General | $64,926 | ManagementAndGeneralAmt |
| Fundraising | $11,039 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,048 | BOYAmt |
| EOY | $98,060 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,000 | BOYAmt |
| EOY | $25,737 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096 | BOYAmt |
| EOY | $2,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,592,702 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,348 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,653,652 | BOYAmt |
| EOY | $3,590,354 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,574,448 | BOYAmt |
| EOY | $3,953,081 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,422 | BOYAmt |
| EOY | $575,422 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,917,666 | BOYAmt |
| EOY | $8,245,242 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,035 | BOYAmt |
| EOY | $14,746 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,035 | BOYAmt |
| EOY | $14,746 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,681,302 | BOYAmt |
| EOY | $3,433,252 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,045,142 | BOYAmt |
| EOY | $1,791,057 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,671,187 | BOYAmt |
| EOY | $3,006,187 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,397,631 | BOYAmt |
| EOY | $8,230,496 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,917,666 | BOYAmt |
| EOY | $8,245,242 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $350,761 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$341,096 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$176,800 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $104,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,937,828 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $257,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $324,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $280,361 | CurrentTaxYearAmt |
| Total | $2,905,180 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,826 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,330 | CurrentTaxYearMinus2YearsAmt |
| Total | $26,399 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,943,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $324,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $280,361 | CurrentTaxYearAmt |
| Total | $2,931,579 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,000 | CurrentTaxYearAmt |
| Total | $258,748 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $65,000 | CurrentTaxYearAmt |
| Total | $258,748 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $2,672,831 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,414 | CurrentTaxYearAmt |
| Total | $464,627 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,554 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $127,414 | CurrentTaxYearAmt |
| Total | $464,627 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $203,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,004,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $334,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $445,726 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $407,775 | CurrentTaxYearAmt |
| Total | $3,396,206 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78700 | PublicSupportCY509Pct |
| Public Support PY509 | 0.80200 | PublicSupportPY509Pct |
| Investment Income CY | 0.13680 | InvestmentIncomeCYPct |
| Investment Income PY | 0.13300 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 |
| Historic Structure | Yes (X) | HistoricStructureInd |
| Total Easements | 22 | TotalEasementsCnt |
| Total Acreage | 461.45 | TotalAcreageCnt |
| Historic Structure Easements | 1 | HistoricStructureEasementsCnt |
| States Easements Held | 1 | StatesEasementsHeldCnt |
| Written Policy Monitoring | Yes (1) | WrittenPolicyMonitoringInd |
| Staff Hours Spent Enforcement | 35.00 | StaffHoursSpentEnforcementCnt |
| Expenses Incurred Enforcement | $0 | ExpensesIncurredEnforcementAmt |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,717,349 | BeginningYearBalanceAmt |
| Contributions | $95,665 | ContributionsAmt |
| Investment Earnings Or Losses | -$53,993 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,263 | OtherExpendituresAmt |
| End Year Balance | $1,746,758 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,515,931 | BeginningYearBalanceAmt |
| Contributions | $48,561 | ContributionsAmt |
| Investment Earnings Or Losses | $183,166 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30,309 | OtherExpendituresAmt |
| End Year Balance | $1,717,349 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,426,970 | BeginningYearBalanceAmt |
| Contributions | $65,253 | ContributionsAmt |
| Investment Earnings Or Losses | $52,246 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $28,538 | OtherExpendituresAmt |
| End Year Balance | $1,515,931 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,528,086 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$35,789 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,327 | OtherExpendituresAmt |
| End Year Balance | $1,426,970 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,640,263 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $45,546 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $157,723 | OtherExpendituresAmt |
| End Year Balance | $1,528,086 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,589,662 | OtherCostOrOtherBasisAmt |
| Book Value | $3,589,662 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,040 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,348 | DepreciationAmt |
| Book Value | $692 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,590,354 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONSERVATION RESTRICTIONS | $22 |
| SECURITY DEPOSITS | $400 |
| DEVELOPMENT PROPERTY | $575,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $575,422 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 9: | CONSERVATION EASEMENT ACQUISITION COSTS ARE EXPENSED AS INCURRED. |
| PART V, LINE 4: | THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO PROVIDE A SUSTAINABLE SOURCE OF FUNDS TO SUPPORT EFFORTS TO PRESERVE THE UNIQUE CHARACTER AND NATURAL RESOURCES OF HARVARD, MASSACHUSETTS. |
| PART X, LINE 2: | ASC 740-10, "INCOME TAXES," REQUIRES THE ORGANIZATION TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. HARVARD CONSERVATION TRUST REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE AND TO THE COMMONWEALTH OF MASSACHUSETTS ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW BY THE GOVERNMENTAL AGENCIES FOR A PERIOD OF THREE YEARS AFTER FILING. SUBSTANTIALLY ALL OF HARVARD CONSERVATION TRUST'S INCOME, EXPENDITURES AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE, THEREFORE, MANAGEMENT HAS DETERMINED THAT HARVARD CONSERVATION TRUST IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS THREE CLASSES OF MEMBERS: LIFE MEMBERS, REGULAR MEMBERS, AND CHARTER MEMBERS. LIFE MEMBERS AND REGULAR MEMBERS HAVING VOTING RIGHTS AT ALL MEMBER MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 7A | LIFE MEMBERS AND REGULAR MEMBERS HAVE THE RIGHT TO ELECT TRUSTEES OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | LIFE MEMBERS AND REGULAR MEMBERS ALL HAVE THE RIGHT TO APPROVE CHANGES TO THE BY-LAWS AND CONSTITUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHAIR OF THE FINANCE COMMITTEE AND THE EXECUTIVE DIRECTOR WILL REVIEW THE FORM 990 AND MAKE IT AVAILABLE TO ALL OF THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES, EMPLOYEES, CLOSE RELATIVES, MAJOR DONORS, RELATED ORGANIZATIONS, AND OTHER INSIDERS, AS DEFINED IN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, ARE REQUIRED TO BRING ANY INVLOVEMENT IN A CONFLICT OR APPEARANCE OF CONFLICT TO THE ATTENTION OF THE DESIGNATED TRUSTEE. THE TRUSTEE SELECTED TO MANAGE CONFLICT OF INTEREST ISSUES WILL DEVELOP A RECOMMENDED COURSE OF ACTION TO BE SUBMITTED TO THE FULL BOARD OF TRUSTEES AS THE FINAL ARBITER OF THE ISSUE. UNTIL THE BOARD OF TRUSTEES VOTE ON A RECOMMENDED COURSE OF ACTION, THE INDIVIDUAL INVOLVED IS REQUIRED TO REFRAIN FROM PARTICIPATING FROM THE QUESTIONABLE ACTIVITY AND RECUSE AND ABSENT HIM/HERSELF FROM DISCUSSIONS PERTAINING TO THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | A SPECIAL COMMITTEE COMPRISED OF MEMBERS OF THE GOVERNANCE COMMITTEE, OFFICERS, AND TRUSTEES EVALUATES AND RECOMMENDS EXECUTIVE COMPENSATION LEVELS THAT THE BOARD OF TRUSTEES THEN REVIEWS. THE SPECIAL COMMITTEE CONSIDERS SEVERAL FACTORS WHEN DETERMINING COMPENSATION, INCLUDING PERFORMANCE AND COMPARABLE DATA. |
| FORM 990, PART VI, SECTION C, LINE 18 | FORM 1023 AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. |
| FORM 990, PART XI, LINE 9: | UNREALIZED IMPAIRMENT ON REAL ESTATE -176,801. ROUNDING 1. |