HARVARD CONSERVATION TRUST: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HARVARD CONSERVATION TRUST (EIN 23-7305157)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-11
- IRS object ID
- 201142239349300449
- Schema version
- 2010v3.2
- 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) |
|---|---|---|
| Timestamp | 2011-08-11T11:35:10-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSTISS & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 WESTFORD STREET | AddressLine1 |
| City | LOWELL | City |
| State | MA | State |
| ZIP Code | 01851 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237305157 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD CONSERVATION TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARV | NameControl |
| Phone | 9784569292 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31 | AddressLine1 |
| City | HARVARD | City |
| State | MA | State |
| ZIP Code | 01451 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUSSELL F SHAPPY JR | Name |
| Title | TREASURER | Title |
| Phone | 9784567333 | Phone |
| Date Signed | 2011-07-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND L ANSTISS JR | Name |
| Phone | 9784522500 | Phone |
| Date Prepared | 2011-07-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DENNIS DELANEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31 | AddressLine1 |
| City | HARVARD | City |
| State | MA | State |
| ZIP Code | 01451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 373300 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HARVARDCONSERVATIONTRUST.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | TO PRESERVE THE UNIQUE CHARACTER AND NATURAL RESOURCES OF HARVARD | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 35 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 551127 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 97395 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5869 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11452 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6615 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2202 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 563611 | TotalRevenuePriorYear |
| Total Revenue Current Year | 111049 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9701 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39091 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 4876 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 55412 | OtherExpensePriorYear |
| Other Expenses Current Year | 57669 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 65113 | TotalExpensesPriorYear |
| Total Expenses Current Year | 96760 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 498498 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 14289 | RevenuesLessExpensesCY |
| Total Assets BOY | 4284963 | TotalAssetsBOY |
| Total Assets EOY | 4305252 | TotalAssetsEOY |
| Total Liabilities BOY | 11993 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10290 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4272970 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4294962 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PRESERVE THE UNIQUE CHARACTER AND NATURAL RESOURCES OF HARVARD | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 55417 | Expense |
| Revenue | 1078 | Revenue |
| Description | PROGRAM SERVICE EXPENSES RELATE TO THE COSTS OF ACQUIRING AND PRESERVING LAND FOR THE TOWN OF HARVARD, MA | Description |
| Total Program Service Expense | 55417 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUSSELL F SHAPPY JR TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9783911222 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 31 | AddressLine1 |
| City | HARVARD | City |
| State | MA | State |
| ZIP Code | 01451 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DENNIS DELANEY | ||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 |
| MOLLY CUTLER | ||||||
| VICE PRESIDENT | 4.00 | X | X | 0 | 0 | 0 |
| RUSSELL SHAPPY | ||||||
| TREASURER | 4.00 | X | X | 0 | 0 | 0 |
| MARGARET NESTLER | ||||||
| SECRETARY | 4.00 | X | X | 0 | 0 | 0 |
| ERIN ASH-SULLIVAN | ||||||
| TRUSTEE (THRU 11/10) | 2.00 | X | 0 | 0 | 0 | |
| JIM CROYLE | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| BECCA DAY-NEWSHAM | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JIM ELKIND | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| PRISCILLA ENDICOTT | ||||||
| TRUSTEE (THRU 11/10) | 2.00 | X | 0 | 0 | 0 | |
| STEVE FINNEGAN | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| TED MACMAHON | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JAMES SAALFIELD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| WILL STEVENSON | ||||||
| TRUSTEE (THRU 11/10) | 2.00 | X | 0 | 0 | 0 | |
| SUSAN TARRANT | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| TIM ARNOLD | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| ROBIN MALLOY | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| JED MANNIS | ||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | |
| MARYLYNN GENTRY | ||||||
| EXECUTIVE DIRECTOR | 20.00 | X | 30000 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 30000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 43714 | MembershipDues |
| All Other Contributions | 53681 | AllOtherContributions |
| Noncash Contributions | 10023 | NoncashContributions |
| Total Contributions | 97395 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9257 | TotalRevenueColumn |
| Exclusion | $9,257 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 259800 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 257605 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2195 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2195 | TotalRevenueColumn |
| Exclusion | $2,195 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 5770 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 4646 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1124 | TotalRevenueColumn |
| Exclusion | $1,124 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRAIL GUIDE INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1078 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1078 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1078 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 111049 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1078 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $12,576 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Program Services | 13500 | ProgramServices |
| Management And General | 13500 | ManagementAndGeneral |
| Fundraising | 3000 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5840 | Total |
| Program Services | 2628 | ProgramServices |
| Management And General | 2628 | ManagementAndGeneral |
| Fundraising | 584 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3251 | Total |
| Program Services | 1463 | ProgramServices |
| Management And General | 1463 | ManagementAndGeneral |
| Fundraising | 325 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 693 | Total |
| Management And General | 693 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6950 | Total |
| Management And General | 6950 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2599 | Total |
| Management And General | 2599 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6649 | Total |
| Program Services | 4842 | ProgramServices |
| Management And General | 1659 | ManagementAndGeneral |
| Fundraising | 148 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3897 | Total |
| Program Services | 3376 | ProgramServices |
| Management And General | 521 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3451 | Total |
| Program Services | 1553 | ProgramServices |
| Management And General | 1553 | ManagementAndGeneral |
| Fundraising | 345 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 600 | Total |
| Program Services | 600 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13 | Total |
| Management And General | 13 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410 | Total |
| Management And General | 410 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3606 | Total |
| Program Services | 916 | ProgramServices |
| Management And General | 2486 | ManagementAndGeneral |
| Fundraising | 204 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBT EXPENSE | 21290 | 21290 | |
| ANNUAL MEETING | 1378 | 1249 | 129 |
| PROFESSIONAL DEVELOPMEN | 1108 | 1108 | |
| ADMINISTRATION | 1010 | 505 | 505 |
| TREE FUND EXPENSE | 892 | 892 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3123 | Total |
| Program Services | 2603 | ProgramServices |
| Management And General | 250 | ManagementAndGeneral |
| Fundraising | 270 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96760 | Total |
| Program Services | 55417 | ProgramServices |
| Management And General | 36467 | ManagementAndGeneral |
| Fundraising | 4876 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53483 | BOY |
| EOY | 41173 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452563 | BOY |
| EOY | 481717 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 420 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485210 | BOY |
| EOY | 485210 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1596 | BOY |
| EOY | 1680 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2130545 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 478 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2130477 | BOY |
| EOY | 2130067 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 295776 | BOY |
| EOY | 295327 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145000 | BOY |
| EOY | 145000 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 720858 | BOY |
| EOY | 724658 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4284963 | BOY |
| EOY | 4305252 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11993 | BOY |
| EOY | 10290 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11993 | BOY |
| EOY | 10290 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1516702 | BOY |
| EOY | 1504901 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776300 | BOY |
| EOY | 810093 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1979968 | BOY |
| EOY | 1979968 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4272970 | BOY |
| EOY | 4294962 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4284963 | BOY |
| EOY | 4305252 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 14289 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7703 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 100504 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 273414 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1263817 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 551127 | CurrentTaxYearMinus1Year |
| Current Tax Year | 97395 | CurrentTaxYear |
| Total | 2286257 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6271 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13812 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11830 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6848 | CurrentTaxYear |
| Total | 47549 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 106775 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 282202 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1277629 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 562957 | CurrentTaxYearMinus1Year |
| Current Tax Year | 104243 | CurrentTaxYear |
| Total | 2333806 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25017 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 204311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26378 | CurrentTaxYear |
| Total | 347226 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25017 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 204311 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26378 | CurrentTaxYear |
| Total | 347226 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1986580 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -3223 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26270 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6065 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9257 | CurrentTaxYear |
| Total | 68269 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -3223 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26270 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29900 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6065 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9257 | CurrentTaxYear |
| Total | 68269 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 103552 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 308472 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1307529 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 569022 | CurrentTaxYearMinus1Year |
| Current Tax Year | 113500 | CurrentTaxYear |
| Total | 2402075 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.82700 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96490 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02840 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.03510 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preservation For Public Use | X | PreservationForPublicUse |
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Historic Structure | X | HistoricStructure |
| Total Number Of Easements | 18 | TotalNumberOfEasements |
| Total Acreage | 406.90 | TotalAcreage |
| Nmbr Hist Struct Easements | 1 | NmbrHistStructEasements |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 1 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 0 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 42.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 350 | ExpensesIncurredForEnforcement |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2128497 | OtherCostOrOtherBasis |
| Book Value | 2128497 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2048 | OtherCostOrOtherBasis |
| Depreciation | 478 | Depreciation |
| Book Value | 1570 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2130067 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST RECEIVABLE | 260469 |
| CONSERVATION RESTRICTIONS | 18 |
| DUE FROM HCT DEVELOPMENT | 463673 |
| DUE FROM U.S. TREASURY | 98 |
| SECURITY DEPOSIT | 400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 724658 | TotalBookValueOtherAssets |
| Total Revenue | 111049 | TotalRevenue |
| Total Expenses | 96760 | TotalExpenses |
| Excess Or Deficit For Year | 14289 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7703 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 7703 | TotalAdjustments |
| Excess Or Deficit Per FS | 21992 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 117900 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7703 | NetUnrealizedGainsInvestments |
| Other Revenues | -36 | OtherRevenues |
| Revenue Not Rptd F990 | 7667 | RevenueNotRptdF990 |
| Revenue Subtotal | 110233 | RevenueSubtotal |
| Investment Expenses Not Included | 2599 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -1783 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 816 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 111049 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 124120 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 29996 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 29996 | ExpensesNotRptdF990 |
| Expenses Subtotal | 94124 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2599 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 37 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2636 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 96760 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF HOW ORGANIZATION REPORTS CONSERVATION EASEMENTS: | PART II, LINE 9: | CONSERVATION EASEMENT ACQUISITION COSTS ARE EXPENSED AS INCURRED. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ASC 740-10, "INCOME TAXES" (FORMERLY FASB INTERPRETATION NO. 48, "ACCOUNTING FOR UNCERTAINTY IN 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 2D - OTHER ADJUSTMENTS: | INTEREST INCOME OF SUBSIDIARY 1. FOREIGN TAXES ON INVESTMENT INCOME -37. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -4,646. INEREST INCOME FROM SUBSIDIARY 2,863. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 4,646. EXPENSES OF SUBSIDIARY 25,350. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FOREIGN TAXES ON INVESTMENT INCOME 37. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| 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 B, LINE 15A | |
| 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 18 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 7,703. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCT DEVELOPMENT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 BLANCHARD ROAD | AddressLine1 |
| City | HARVARD | City |
| State | MA | State |
| ZIP Code | 01451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043329249 | EIN |
| Primary Activity | LIMITED DEVELOPMENT | PrimaryActivity |
| Legal Domicile State | MA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | -28212 | ShareOfTotalIncome |
| Share Of EOY Assets | 882772 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCT DEVELOPMENT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionType |
| Amount Involved | 1209352 | AmountInvolved |
| Method Of Amt Determination | ACTUAL AMT OF LOANS & ACCRUED INT | MethodOfAmtDetermination |