INNER ARBOR TRUST INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: INNER ARBOR TRUST INC (EIN 46-2748824)
Tax period: 2017-05-01 to 2018-04-30
Filed: 2018-11-05
IRS object ID: 201823099349301752
Schema version: 2017v2.3
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-05T12:21:00-06:00	ReturnTs
Tax Period End	2018-04-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	410746749	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CLIFTONLARSONALLEN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1966 GREENSPRING DRIVE SUITE 300	AddressLine1Txt
City	TIMONIUM	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	210934161	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-05-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	462748824	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INNER ARBOR TRUST INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	INNE	BusinessNameControlTxt
Phone	4438323223	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5430 VANTAGE POINT ROAD NO A	AddressLine1Txt
City	COLUMBIA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21044	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NINA BASU ESQ	PersonNm
Person Title	PRESIDENT & CEO	PersonTitleTxt
Phone	4438323223	PhoneNum
Signature	2018-09-28	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAUREN BALLARD CPA	PreparerPersonNm
PTIN	P01451787	PTIN
Phone	4104530900	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	67.137.57.251	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-09-28	IPDt
IP Tm	13:49:23	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	73165959F041044F9DC26414D498D34F5ABB8EC7	AtSubmissionCreationDeviceId
At Submission Filing Device Id	3CF3DD9031688C69FC97E727F610E3BA20E5E1B3	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2018-06-14 16:35:46Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	NINA BASU	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5430 VANTAGE POINT ROAD NO A	AddressLine1Txt
City	COLUMBIA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21044	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$305,920	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	HTTP://INARTRUST.ORG/	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2013	FormationYr
Legal Domicile State	MD	LegalDomicileStateCd
Activity Or Mission	TO DEVELOP AND REVITALIZE OPEN SPACE, KNOWN AS SYMPHONY WOODS, AS A PUBLIC PARK.	ActivityOrMissionDesc
Voting Members Governing Body	6	VotingMembersGoverningBodyCnt
Voting Members Independent	6	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	26	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$552,269	PYContributionsGrantsAmt
CY Contributions Grants	$117,545	CYContributionsGrantsAmt
PY Program Service Revenue	$2,896,453	PYProgramServiceRevenueAmt
CY Program Service Revenue	$183,668	CYProgramServiceRevenueAmt
PY Investment Income	$51	PYInvestmentIncomeAmt
CY Investment Income	$84	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$4,623	CYOtherRevenueAmt
PY Total Revenue	$3,448,773	PYTotalRevenueAmt
CY Total Revenue	$305,920	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	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$60,000	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$168,163	PYOtherExpensesAmt
CY Other Expenses	$422,108	CYOtherExpensesAmt
PY Total Expenses	$168,163	PYTotalExpensesAmt
CY Total Expenses	$482,108	CYTotalExpensesAmt
PY Revenues Less Expenses	$3,280,610	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$176,188	CYRevenuesLessExpensesAmt
Total Assets BOY	$8,688,670	TotalAssetsBOYAmt
Total Assets EOY	$7,907,515	TotalAssetsEOYAmt
Total Liabilities BOY	$854,330	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$249,363	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$7,834,340	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$7,658,152	NetAssetsOrFundBalancesEOYAmt
Mission	TO DEVELOP AND REVITALIZE OPEN SPACE, KNOWN AS SYMPHONY WOODS, OWNED BY THE COLUMBIA ASSOCIATION (AN INDEPENDENTLY OPERATED 501(C)(4) ASSOCIATION), AND WITH HOWARD COUNTY, MD IN ORDER TO PRESENT IT AS A PUBLIC PARK.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$419,463	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$183,668	RevenueAmt
Desc	INNER ARBOR TRUST OPENED THE ICONIC CHRYSALIS AMPHITHEATER ON APRIL 22, 2017, BRINGING HIGH-QUALITY ARTS AND CULTURE PROGRAMMING TO DOWNTOWN COLUMBIA. THE CHRYSALIS PRESENTS PERFORMANCES, INCLUDING COMMERCIAL TICKETED, NON-COMMERCIAL TICKETED, AND FREE AND OPEN TO THE PUBLIC EVENTS.	Desc
Total Program Service Expenses	$419,463	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	0	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	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	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	17	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
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
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	6	GoverningBodyVotingMembersCnt
Independent Voting Member	6	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	0	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	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KIRSTEN COOMBS	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4438323223	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5430 VANTAGE POINT ROAD NO A	AddressLine1Txt
City	COLUMBIA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21044	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
LIN EAGAN
CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
GREGG M SCHWIND
SECRETARY	3.00	Yes (X)	Yes (X)	$0	$0	$0
MILTON W MATTHEWS
EX OFFICIO DIRECTOR	3.00	Yes (X)		$0	$0	$0
DAVID SCIMARELLI
DIRECTOR	3.00	Yes (X)		$0	$0	$0
MARY ANN SCULLY
DIRECTOR	3.00	Yes (X)		$0	$0	$0
ERIC METZMAN
DIRECTOR	3.00	Yes (X)		$0	$0	$0
KIRSTEN COOMBS
TREASURER	3.00		Yes (X)	$0	$0	$0
NINA BASU ESQ
PRESIDENT & CEO	40.00		Yes (X)	$20,000	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$20,000	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

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
THE WHITING-TURNER CONTRACTING CO
300 EAST JOPPA ROAD	BALTIMORE	MD	21286	STRUCTURE/ENGINEERING	$1,357,897
A ZAHNER COMPANY
1400 EAST 9TH STREET	KANSAS CITY	MO	64106	STRUCTURE/ENGINEERING	$255,290
IT'S MY AMPHITHEATER INC
10475 LITTLE PATUXENT PARKWAY	COLUMBIA	MD	21044	PARK IMPROVEMENTS	$105,234

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Government Grants	$94,772	GovernmentGrantsAmt
All Other Contributions	$22,773	AllOtherContributionsAmt
Total Contributions	$117,545	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PAVILLION USE INCOME	713990	$174,617	$174,617
PARK EVENT INCOME	713990	$9,051	$9,051

Field	Value	IRS element (for citing)
Total Program Service Revenue	$183,668	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$84	TotalRevenueColumnAmt
Exclusion	$84	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	MISCELLANEOUS INCOME	Desc
Business	900099	BusinessCd
Total Revenue Column	$4,623	TotalRevenueColumnAmt
Exclusion	$4,623	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$4,623	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$305,920	TotalRevenueColumnAmt
Related Or Exempt Func Income	$183,668	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$4,707	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$60,000	TotalAmt
Program Services	$30,000	ProgramServicesAmt
Management And General	$30,000	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$8,114	TotalAmt
Program Services	$3,510	ProgramServicesAmt
Management And General	$4,604	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$14,715	TotalAmt
Management And General	$14,715	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,588	TotalAmt
Program Services	$2,588	ProgramServicesAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$32,215	TotalAmt
Program Services	$31,376	ProgramServicesAmt
Management And General	$839	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$169	TotalAmt
Management And General	$169	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$8,268	TotalAmt
Program Services	$2,580	ProgramServicesAmt
Management And General	$5,688	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$9,185	TotalAmt
Program Services	$7,727	ProgramServicesAmt
Management And General	$1,458	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$150	TotalAmt
Management And General	$150	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$158,223	TotalAmt
Program Services	$158,223	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,218	TotalAmt
Management And General	$1,218	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	PARK EVENTS & FESTIVALS	Desc
Total	$186,798	TotalAmt
Program Services	$183,459	ProgramServicesAmt
Management And General	$3,339	ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$465	TotalAmt
Management And General	$465	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$482,108	TotalAmt
Program Services	$419,463	ProgramServicesAmt
Management And General	$62,645	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$38,130	BOYAmt
EOY	$880	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$151,215	BOYAmt
EOY	$72,277	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$896,356	BOYAmt
EOY	$45,000	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$36,066	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$7,911,165	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$158,223	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$7,602,619	BOYAmt
EOY	$7,752,942	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$350	BOYAmt
EOY	$350	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,688,670	BOYAmt
EOY	$7,907,515	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$695,195	BOYAmt
EOY	$119,999	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$159,135	BOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
EOY	$129,364	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$854,330	BOYAmt
EOY	$249,363	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$7,713,340	BOYAmt
EOY	$7,658,152	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$121,000	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$7,834,340	BOYAmt
EOY	$7,658,152	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$8,688,670	BOYAmt
EOY	$7,907,515	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$176,188	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
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	$1,720,020	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$713,630	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,003,935	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,176,410	CurrentTaxYearMinus1YearAmt
Current Tax Year	$117,545	CurrentTaxYearAmt
Total	$7,731,540	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,720,020	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$713,630	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,003,935	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,176,410	CurrentTaxYearMinus1YearAmt
Current Tax Year	$117,545	CurrentTaxYearAmt
Total	$7,731,540	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$7,731,540	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$644	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$199	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$123	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$51	CurrentTaxYearMinus1YearAmt
Current Tax Year	$84	CurrentTaxYearAmt
Total	$1,101	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus1 Year	$50	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,623	CurrentTaxYearAmt
Total	$4,673	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$7,737,314	TotalSupportAmt
Gross Receipts Rltd Activities	$341,868	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.99930	PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Preservation Public Use	Yes (X)	PreservationPublicUseInd
Total Easements	1	TotalEasementsCnt
Total Acreage	51.00	TotalAcreageCnt
Historic Structure Easements	0	HistoricStructureEasementsCnt
Historic Strctr Easements Aftr	0	HistoricStrctrEasementsAftrCnt
Modified Easements	0	ModifiedEasementsCnt
States Easements Held	1	StatesEasementsHeldCnt
Written Policy Monitoring	0	WrittenPolicyMonitoringInd

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$7,911,165	OtherCostOrOtherBasisAmt
Depreciation	$158,223	DepreciationAmt
Book Value	$7,752,942	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$7,752,942	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$305,920	TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported	$0	RevenueNotReportedAmt
Revenue Subtotal	$305,920	RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$305,920	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$482,108	TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$482,108	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$482,108	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART X, LINE 2:

THE TRUST IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AS AN ORGANIZATION, WHICH IS NOT A PRIVATE FOUNDATION. THE TRUST IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. UNRELATED BUSINESS INCOME MAY BE SUBJECT TO FEDERAL AND STATE INCOME TAXES. MANAGEMENT BELIEVES THAT IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION UNDER THE ACCOUNTING CODIFICATION GUIDANCE.

PART II, LINE 9

IAT DOES NOT ACCOUNT FOR THE EASEMENT ON ITS BALANCE SHEET, OR AS A CONTRIBUTION OR EXPENSE FOR REPORTING PURPOSES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7A	ACCORDING TO THE TRUST'S BYLAWS, THE COLUMBIA ASSOCIATION, INC., AN INDEPENDENTLY OPERATED 501(C)(4) ASSOCIATION, MAINTAINS A MINORITY REPRESENTATION ON THE TRUST'S 7 MEMBER BOARD OF DIRECTORS THROUGH TWO APPOINTED VOTING MEMBERS, AND ONE EX-OFFICIO VOTING MEMBER.
FORM 990, PART VI, SECTION B, LINE 11B	THE BOARD REVIEWS THE FORM 990 BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	MEMBERS MUST READ AND REVIEW THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THE TERM. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT/DUALITY OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST OR CONFLICT/DUALITY OF INTEREST, AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD OR EXECUTIVE COMMITTEE. ANY DIRECTOR SHALL RECUSE HIMSELF OR HERSELF AT ANY TIME FROM INVOLVEMENT IN ANY DECISION OR DISCUSSION IN WHICH THE DIRECTOR BELIEVES HE OR SHE HAS OR MAY HAVE A CONFLICT/ DUALITY OF INTEREST, WITHOUT GOING THROUGH THE PROCESS FOR DETERMINING WHETHER A CONFLICT/ DUALITY OF INTEREST EXISTS. AFTER DISCLOSURE OF THE CONFLICT/ DUALITY OF INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/ SHE SHALL LEAVE THE BOARD OR EXECUTIVE COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT/ DUALITY OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR EXECUTIVE COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT/DUALITY OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR EXECUTIVE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT/DUALITY OF INTEREST. THE CHAIRPERSON OF THE BOARD OR EXECUTIVE COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION, ARRANGEMENT OR DECISION. AFTER EXERCISING DUE DILIGENCE, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER THE TRUST CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION, ARRANGEMENT OR DECISION FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT/DUALITY OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION, ARRANGEMENT OR DECISION IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT/DUALITY OF INTEREST, THE BOARD OR EXECUTIVE COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION, ARRANGEMENT OR DECISION IS IN THE TRUST'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION, ARRANGEMENT OR DECISION. ANY BOARD MEMBER HAVING A CONFLICT/DUALITY OF INTEREST SHALL NOT VOTE OR USE HIS OR HER PERSONAL INFLUENCE TO ADDRESS THE MATTER, AND THE BOARD MEMBER SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE BOARD AND ALL COMMITTEES WITH BOARD DELEGATED POWERS SHALL CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL, CONFLICT/DUALITY OF INTEREST, THE NATURE OF THE CONFLICT/DUALITY OF INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT/DUALITY OF INTEREST WAS PRESENT, AND THE BOARD'S OR EXECUTIVE COMMITTEE'S DECISION AS TO WHETHER A CONFLICT/DUALITY OF INTEREST, IN FACT, EXISTED. ADDITIONALLY, THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION, ARRANGEMENT OR DECISION, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION WITH THE PROCEEDINGS.
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION IS VOTED ON AND APPROVED BY THE BOARD. THE EMPLOYMENT CONTRACT IS THEN REVIEWED BY OUTSIDE COUNSEL PRIOR TO SIGNING.
FORM 990, PART VI, SECTION C, LINE 19	THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.