2012-08-08T10:40:39-05:00 2011-12-31 042917204 ANSTISS & CO PC 1115 WESTFORD STREET LOWELL MA 01851 990 2011-01-01 237305157 HARVARD CONSERVATION TRUST HARV 9784569292 PO BOX 31 HARVARD MA 01451 TIM ARNOLD 9784567333 2012-08-08 1 RAYMOND L ANSTISS JR P00142883 9784522500 2012-08-08 2011 2016-02-24 21:20:13Z MOLLY CUTLER PO BOX 31 HARVARD MA 01451 2332292 0 X WWW.HARVARDCONSERVATIONTRUST.ORG X 1973 MA TO PRESERVE THE UNIQUE CHARACTER AND NATURAL RESOURCES OF HARVARD 15 15 2 30 0 0 97395 2091162 0 0 11452 6507 2202 7238 111049 2104907 0 0 0 0 39091 41042 0 0 1603 57669 48039 96760 89081 14289 2015826 4305252 6329167 10290 10075 4294962 6319092 TO PRESERVE THE UNIQUE CHARACTER AND NATURAL RESOURCES OF HARVARD 0 0 56635 504 PROGRAM SERVICE EXPENSES RELATE TO THE COSTS OF ACQUIRING AND PRESERVING LAND FOR THE TOWN OF HARVARD, MA 56635 1 1 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 2 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 1 0 0 MA X TIM ARNOLD TREASURER 9782229900 PO BOX 31 HARVARD MA 01451 DENNIS DELANEY 4.00 X X 0 0 0 MOLLY CUTLER 4.00 X X 0 0 0 TIM ARNOLD 4.00 X X 0 0 0 MARGARET NESTLER 4.00 X X 0 0 0 TED MACMAHON 2.00 X 0 0 0 JAMES SAALFIELD 4.00 X X 0 0 0 SUSAN TARRANT 2.00 X 0 0 0 ROBIN MALLOY 2.00 X 0 0 0 JED MANNIS 4.00 X X 0 0 0 LAURA ANDREWS 2.00 X 0 0 0 PAM DURRANT 2.00 X 0 0 0 MARK FINNEGAN 2.00 X 0 0 0 GLEN FREDERICK 2.00 X 0 0 0 PETE JACKSON 2.00 X 0 0 0 GINGER KENDALL 2.00 X 0 0 0 LUCY WALLACE 2.00 X 0 0 0 BECCA DAY-NEWSHAM 2.00 X 0 0 0 JIM ELKIND 2.00 X 0 0 0 STEVE FINNEGAN 2.00 X 0 0 0 ROBIN MALLOY 2.00 X 0 0 0 RUSSEL SHAPPY 2.00 X 0 0 0 MARYLYNN GENTRY 20.00 X 30000 0 0 30000 0 0 0 0 0 0 0 35328 2055834 585125 2091162 10264 10264 219012 222769 -3757 -3757 -3757 11350 4616 6734 6734 TRAIL GUIDE INCOME 900099 504 504 504 2104907 504 0 13241 30000 21900 8100 6832 5100 1732 4210 2951 1259 213 213 7200 7200 3647 3647 1366 1366 6151 4047 1205 899 812 458 354 13326 10686 2160 480 70 70 682 682 410 410 3850 1006 2620 224 MEMBERSHIP RECRUITMENT 4714 4714 TREE FUND EXPENSE 3822 3822 DUES AND SUBSCRIPTIONS 600 600 ADMINISTRATION 555 278 277 621 391 230 89081 56635 30843 1603 41173 19247 481717 1347406 420 483000 485210 485210 1680 3310 2707264 888 2130067 2706376 295327 389941 145000 145000 724658 749677 4305252 6329167 10290 10075 10290 10075 X 1504901 3024114 810093 1315010 1979968 1979968 4294962 6319092 4305252 6329167 X 2015826 8304 X 0 1 1 X 0 X 273414 1263817 551127 97395 2091162 4276915 8788 13812 11830 6848 11854 53132 282202 1277629 562957 104243 2103016 4330047 204311 29000 62520 26378 2026500 2348709 0 204311 29000 62520 26378 2026500 2348709 1981338 26270 29900 6065 9257 10264 81756 26270 29900 6065 9257 10264 81756 308472 1307529 569022 113500 2113280 4411803 0.44910 0.82700 0.01850 0.02840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 18 406.90 1 1 0 35.00 400 0 966000 0 0 0 0 966000 1.00000 0.00000 0.00000 0 0 2705216 2705216 2048 888 1160 2706376 INTEREST RECEIVABLE 262410 CONSERVATION RESTRICTIONS 18 DUE FROM HCT DEVELOPMENT 486813 SECURITY DEPOSIT 400 DUE FROM HTNPP 36 749677 2104907 89081 2015826 8304 8304 2024130 2112239 8304 8304 2103935 3647 -2675 972 2104907 420737 335303 335303 85434 3647 3647 89081 DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: PART II, LINE 9: CONSERVATION EASEMENT ACQUISITION COSTS ARE EXPENSED AS INCURRED. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -4,616. INEREST INCOME FROM SUBSIDIARY 1,941. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 4,616. EXPENSES OF SUBSIDIARY 330,687. X 1 575000 APPRAISAL 0 0 0 0 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 11 THE CHAIR OF THE FINANCE COMMITTEE, THE TREASURER, 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 THE EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE EXECUTIVE DIRECTOR, BASED ON CONFIDENTIAL INPUT FROM ALL OF THE TRUSTEES AND OTHER EMPLOYEES, AND MAKES A RECOMMENDATION ON COMPENSATION TO THE TRUSTEES FOR A FULL BOARD VOTE. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 8,304. HCT DEVELOPMENT INC 56 BLANCHARD ROAD HARVARD MA 01451 043329249 LIMITED DEVELOPMENT MA N/A C -25907 881946 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HCT DEVELOPMENT INC D 1234433 ACTUAL AMT OF LOANS & ACCRUED INT