2024-02-16T13:50:17-07:00 2022-09-30 990 2021-10-01 066079549 NEWTOWN FOREST ASSOCIATION INC NEWT 2032703650 PO Box 213 Newtown CT 06470 Clarence Peterson Treasurer 2037332030 2024-02-16 Clarence Peterson 999009999 1 11 1 AAL2 X 2021 2023-04-26 12:10:37Z clarence peterson 25 the boulevard newtown CT 06470 60163 0 X www.newtownforestassociation.org X 1924 CT The Newtown Forest Association is the oldest private land trust organization in Connecticut. It has been dedicated for over ninety years to securing for the residents of Newtown and their posterity the benefits derived from open space lands. Lands which include, but are not limited to, forest and agricultural land, wildlife and nature preserves and watersheds. 12 12 5 20 0 0 111023 57496 0 0 100816 2667 0 0 211839 60163 0 0 0 0 11228 83890 0 0 38008 77278 106143 88506 190033 123333 -129870 7695876 7294543 1000 16713 7694876 7277830 The Newtown Forest Association is the oldest private land trust organization in Connecticut. It has been dedicated for over ninety years to securing for the residents of Newtown and for posterity generally the benefits derived from open space lands. Lands which include, but are not limited to, forest and agricultural land, wildlife and nature preserves and watersheds. 0 0 100454 0 0 Property stewardship, monitoring and maintenance 0 0 0 100454 1 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X Clarence O Peterson IV 2037332030 PO Box 213 Newtown CT 06470 Trent McCann Executive Director (hired September 2021 comp is 9/21-12/21) 40 0 X X 68195 0 0 Ed Kelleher Director 2 0 X 0 0 0 Clarence O Peterson IV Treasurer Through 11/2023 2 0 X X 0 0 0 Bart Smith President 2 0 X X 0 0 0 Michael Dylag Treasurer starting 11/2023 2 0 X X 0 0 0 Harvey Pessin Secretary through 11/2024 2 0 X X 0 0 0 Dan Dalton Director 1 0 X 0 0 0 Don Morrissey Director Resigned 1 0 X 0 0 0 Robert Eckenrode Director 3 0 X 0 0 0 Catrina Morgan Director 0.5 0 X 0 0 0 Coke Cramer Director Resigned 0.5 0 X 0 0 0 Lilian Gentry Joined during 2023, Secretary Effective 11/2023 2 0 X X 0 0 0 Jody Eldredge Joined 2023, Vice President Effective 11/2023 2 0 X X 0 0 0 Scott Baggett Director Joined 2023 2 0 X 0 0 0 Dave Brooker Caretaker 24 24 X 0 0 0 68195 0 0 0 0 0 0 0 0 7815 -1618 0 0 51299 0 57496 0 2667 2667 0 0 0 0 0 0 0 0 0 0 0 0 0 0 -1618 0 60163 2667 0 0 X 0 0 0 0 0 0 0 0 68195 17049 34097 17049 0 0 0 0 9741 9741 0 0 0 0 0 0 0 0 0 0 5954 2041 2609 1304 0 0 0 0 0 0 0 0 1894 0 1894 0 0 0 0 0 0 0 0 0 0 0 1200 1200 0 0 14676 1275 405 12996 1337 256 569 512 6640 107 913 5620 0 0 0 0 10544 9434 925 185 0 0 0 0 0 0 0 0 2836 176 2520 140 0 0 0 0 0 0 0 0 10093 8579 1312 202 19079 15682 3397 0 37844 34914 2930 0 190033 100454 51571 38008 114826 2147 62500 17889 750 2773 172703 126346 48432 46357 1678651 1360704 5790717 5864673 7695876 7294543 1000 16713 0 0 0 0 0 0 0 0 1000 16713 X 2054975 1772648 5639901 5505182 7694876 7277830 7695876 7294543 X -129870 -289013 0 0 0 1837 X 0 0 0 X 260914 34037 19137 111023 59115 484226 0 0 0 0 0 0 0 0 0 0 0 0 260914 34037 19137 111023 59115 484226 484226 75105 66080 44930 100816 -289040 -2109 0 0 0 0 0 0 2694 0 0 0 0 2694 484811 0.99879 0.54717 X Schedule A, Part II, Line 10 asset sale in 2017 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 5 224 0 0 0 1 1 6 264 1 0 0 0 112452 0 85931 26521 0 0 0 0 42228 0 24467 17761 18023 0 15948 2075 46357 Purchased Land 808950 Donated Land @ FMV since 2004 1807723 Donated Conservation Easements @ FMV on Date of Give 3248000 5864673 Schedule D, Part II, Line 5 Policy is for annual inspections and although no amendments have been proposed we have a policy explicit for that process. Schedule D, Part II, Line 9 CE's are recognized at the FMV on date of grant based upon independent NFA estimation Form 990, Part VI, Section A, Line 6 The NFA is a membership organization. The members annually elect the officers and directors of the Board and approve the actions of the Board. Form 990, Part VI, Section A, Line 7a The NFA is a membership organization. The members annually elect the officers and directors of the Board and approve the actions of the Board. Form 990, Part VI, Section A, Line 7b The NFA is a membership organization. The members annually elect the officers and directors of the Board and approve the actions of the Board. Form 990, Part VI, Section B, Line 11b Prior to filing the Form 990 the Board at a board meeting is distributed a copy of the Form 990 to review and authorize the Treasurer to submit such filing. Such is evidenced in the minutes of such meeting. Form 990, Part VI, Section B, Line 12c Annually the policies are distributed to the Board and all Board members sign an annual affirmation and disclosure of any required matters. Form 990, Part VI, Section B, Line 15 Officers are not compensated. The Executive Directors compensation is reviewed annually and compared to industry studies. The only other person is our resident caretaker whose compensation in the form of residency in exchange for work. The value of the residency is determined periodically based on market evaluations as well as the rate at which the caretaker is compensated. The work provided is of the same value as the value of the residency. Residency is a requirement of the job description. Form 990, Part VI, Section C, Line 19 Such policies are available upon request. Form 990 is available publicly via certain national non-profit websites. Form 990, Part IX, Line 24e Program services other are stewardship and property maintenance costs of open space held. The M&G portion represents accreditation fees. Form 990, Part XI, Line 9 correction The NFA was transitioning to a new Treasurer due to lack of donated time capacity of the current treasurer.