2014-10-14T08:27:57-05:00 2013-05-31 272562250 BAILEY MURPHY & SCARANO LLC 1224 MAIN STREET BRANFORD CT 06405 990 2012-06-01 061534484 THE WATERSHED FUND INC WATE 2036246671 90 SARGENT DRIVE NEW HAVEN CT 06511 ROBERT J OLEJARCZYK 2036246671 2014-10-14 1 DOMINIC SCARANO JR CPA P00001012 2034811120 2014-10-14 2012 2015-11-30 17:44:51Z X RICHARD G BELL 90 SARGENT DRIVE NEW HAVEN CT 06511 309721 0 X WWW.THEWATERSHEDFUND.ORG X 1999 CT TO PURCHASE AND PRESERVE UNDEVELOPED WATERSHED LANDS. 11 7 0 24 0 0 14827 14856 0 0 15369 88359 26328 40356 56524 143571 202560 119183 0 0 0 0 0 0 0 21458 24049 224018 143232 -167494 339 1412143 1558955 133307 125505 1278836 1433450 TO PROTECT WATER QUALITY THROUGHOUT THE REGION BY ACQUIRING ECOLOGICALLY SIGNIFICANT WATERSHED LAND AND BY EDUCATING CITIZENS AS TO HOW THEY CAN HELP PRESERVE THE ENVIRONMENT AND OPEN SPACE ON WATERSHED LAND. 0 0 119183 78483 TO PURCHASE AND PRESERVE UNDEVELOPED WATERSHED LAND AS WELL AS SUPPORT ENVIRONMENTAL EDUCATION PROGRAMS. TO COLLABORATE WITH INDIVIDUALS, ORGANIZATIONS AND MUNICIPALITIES TO SAFEGUARD WATER QUALITY AND OPEN SPACE IN THE REGION. 119183 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 X 11 7 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CT X X ROBERT J OLEJARCZYK 2036246671 90 SARGENT DRIVE NEW HAVEN CT 06511 CLAIRE C BENNITT 0.30 X 0 0 0 SUSAN S ADDISS 0.30 X 0 0 0 PATRICIA L MCDERMOTT 0.30 X 0 0 0 GORDON GEBALLE 0.30 X 0 0 0 ROBERT J OLEJARCZYK 0.50 X X 0 87151 0 ELISABETH MOORE 0.30 X X 0 0 0 RICHARD G BELL ESQ 0.30 X X 0 20667 0 THOMAS P CLIFFORD III ESQ 0.30 X 0 5300 0 BRIAN M STONE ESQ 0.30 X 0 0 0 KATE S POWELL 0.30 X 0 97659 0 PROF JOHN HENRY SCOTT III ESQ 0.30 X 0 0 0 EVELYN R YODER 2.50 X 0 83538 0 0 294315 0 0 0 0 0 0 14856 14856 61062 61062 171247 143950 27297 27297 27297 60056 22200 37856 37856 OTHER INCOME 900099 2500 2500 2500 143571 2500 0 126215 78483 78483 40700 40700 2400 2400 INVESTMENT FEES 18023 18023 INSURANCE 3243 3243 OFFICE 383 383 143232 119183 24049 0 77574 44003 0 41104 1332569 1471848 2000 2000 1412143 1558955 92515 75000 9792 9805 31000 40700 133307 125505 X 1267211 1415309 11625 18141 1278836 1433450 1412143 1558955 339 154275 0 X 0 1 X 1 0 X 45920 65143 45732 41777 52721 251293 45920 65143 45732 41777 52721 251293 251293 35604 67631 45951 26247 61062 236495 487788 0.51520 0.51110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 POOLED INVESTMENT FUND 1471848 F 1471848 SCHOLARSHIPS PAYABLE 40700 40700 302023 154275 22200 176475 125548 18023 18023 143571 147409 22200 22200 125209 18023 18023 143232 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS 22,200. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 18,023. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING COSTS 22,200. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 18,023. X X 0 GOLF TOURNAMENT 60056 60056 22200 60056 60056 22200 22200 37856 1 FRIENDS OF HAMMONASSET INC PO BOX 271 MADISON CT 06443 061546997 501(C)(3) 10000 MEIGS POINT NATURE CENTER EQUIPMENT AND FURNISHINGS SCHOONER INC 60 SOUTH WATER STREET NEW HAVEN CT 06519 510163457 501(C)(3) 5000 SOUND COMMUNITY PROGRAM SCHOLARSHIPS FOR SCHOOLS AND CAMP PROGRAMS IN GREATER NEW HAVEN AREA YALE PEABODY MUSEUM OF NATURAL HISTORY PO BOX 208118 NEW HAVEN CT 06520 060646973 501(C)(3) 9933 WATERSHED INTERACTIVE CART FOR PEABODY MUSEUM GALLERIES SOUTH CENTRAL CT REGIONAL WATER AUTHORITY 90 SARGENT DRIVE NEW HAVEN CT 06511 060975264 3300 ENVIRONMENTAL CAREERS SUMMER CAMP SOLAR YOUTH INC 53 WAYFARER STREET NEW HAVEN CT 06515 061600471 501(C)(3) 5000 YOUTH EDUCATOR INTERNSHIP PROGRAM GREATER NEW HAVEN CHAMBER OF COMMERCE-NH PUBLIC SCHOOLS SCIENCE FAIR 900 CHAPEL STREET 10TH FL NEW HAVEN CT 06510 061142015 501(C)(3) 10000 2012-2013 SCIENCE FAIR PROGRAM WEST HAVEN HIGH SCHOOL 1 MCDONOUGH PLAZA WEST HAVEN CT 06516 066002479 5000 COVE RIVER WATERSHED GLOBE RESEARCH AND STEM COMMON GROUND-NEW HAVEN ECOLOGY PROJECT 358 SPRINGSIDE AVE NEW HAVEN CT 06515 223171185 501(C)(3) 15000 WATERSHED LEARNING PROJECT GATEWAY COMMUNITY COLLEGE FOUNDATION 20 CHURCH STREET NEW HAVEN CT 06510 223135128 501(C)(3) 15000 CHEMISTRY LABORATORY SCHOLARSHIPS FOR COLLEGE EDUCATION 18 40700 RICHARD BELL BOARD MEMBER AND OFFICER OF THE WATERSHED FUND AND BOARD MEMBER OF SCCRWA 3300 GRANT 0 GORDON GEBALLE BOARD MEMBER OF THE WATERSHED FUND AND EMPLOYEE OF YALE UNIVERSITY 9933 GRANT 0 THOMAS P CLIFFORD III BOARD MEMBER OF BOTH THE WATERSHED FUND AND SCCRWA 3300 GRANT 0 PROF JOHN HENRY SCOTT III ESQ BOARD MEMBER OF THE WATERSHED FUND AND FACULTY OF GATEWAY COMMUNITY COLLEGE 15000 GRANT 0 ROBERT OLEJARCZYK BOARD MEMBER AND OFFICER OF THE WATERSHED FUND AND EMPLOYEE OF SCCRWA 3300 GRANT 0 KATE POWELL BOARD MEMBER OF THE WATERSHED FUND AND EMPLOYEE OF SCCRWA 3300 GRANT 0 EVELYN R YODER OFFICER OF THE WATERSHED FUND AND EMPLOYEE OF SCCRWA 3300 GRANT 0 FORM 990, PART VI, SECTION A, LINE 2 THOMAS P. CLIFFORD III (DIRECTOR), EVELYN R YODER (SECRETARY), ROBERT OLEJARCZYK (DIRECTOR/TREASURER), RICHARD BELL (DIRECTOR/PRESIDENT), AND KATE POWELL (DIRECTOR) ALL WORKED FOR THE RELATED ORGANIZATION (REGIONAL WATER AUTHORITY). FORM 990, PART VI, SECTION A, LINE 6 REGIONAL WATER AUTHORITY IS A MEMBER FORM 990, PART VI, SECTION A, LINE 7A REGIONAL WATER AUTHORITY IS A MEMBER WHICH APPOINTS THE DIRECTORS FORM 990, PART VI, SECTION B, LINE 11 FORM 990 WAS DISTRIBUTED TO ALL DIRECTORS FOR REVIEW PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND OFFICER ANNUALLY SIGNS A STATEMENT AFFIRMING THE INDIVIDUAL'S RECEIPT AND UNDERSTANDING OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THROUGH VISITING THE WEBSITE (WWW.THEWATERSHEDFUND.ORG) ANYONE CAN ACCESS THE BASIC FINANCIAL STATEMENT. THE FUNDS FINANCIAL STATEMENT AS WELL AS FORM 990 ARE AVAILABLE ON THE COMMUNITY FOUNDATION OF GREATER NEW HAVEN WEBSITE (WWW.GIVEGREATER.ORG). UPON REQUEST THE FUND WILL PROVIDE A COPY OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR A FULL SET OF FINANCIAL STATEMENTS. REASON FOR AMENDED RETURN FORM 990 ITEM B: AMENDED RETURN AFTER ISSUANCE OF THE MAY 31, 2013 FINANCIAL STATEMENTS, INFORMATION WAS DISCOVERED BY MANGEMENT THAT FUNDRAISING REVENUE WAS UNDERSTATED BY $10,260, DEFERRED REVENUE RELATED TO THE GOLF TOURNAMENT WAS UNDERSTATED BY $925, CONTRIBUTIONS WAS UNDERSTATED BY $18, GOLF TOURNAMENT EXPENSE WAS UNDERSTATED BY $2,000 AND INVESTMENTS WERE OVERSTATED BY $2,000. ADDITIONALLY, CERTAIN ITEMS TREATED AS CASH AND CASH EQUIVALENTS HAVE BEEN RECLASSIFIED AS RECEIVABLE FROM RELATED PARTY. FORMS AND SCHEDULES THAT WERE AFFECTED ARE: FORM 990 PART I, VIII, X, AND XI; SCHEDULE A PART II, SCHEDULE D PART VII, XI, XII, AND XIII; AND SCHEDULE G PART II. REGIONAL WATER AUTHORITY 90 SARGENT DRIVE NEW HAVEN CT 06511 060975264 WATER AUTHORITY CT 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0