2024-11-08T12:13:47-06:00 2023-12-31 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2023-01-01 223035836 D&R GREENWAY LAND TRUST INC D&RG 6099244646 ONE PRESERVATION PLACE PRINCETON NJ 08540 LINDA MEAD PRESIDENT & CEO 6099244646 2024-11-08 1 0 LOVEPREET K BUTTAR CPA P01329403 6096899700 2024-11-08 2023 2024-10-15 13:58:12Z LINDA MEAD ONE PRESERVATION PLACE PRINCETON NJ 08540 4855071 0 X WWW.DRGREENWAY.ORG X 1990 NJ TO PRESERVE AND CARE FOR LAND, AND TO INSPIRE A CONSERVATION ETHIC, NOW AND FOREVER. 20 19 19 179 4809 0 1942561 1284307 68626 72840 1168254 766348 -5825 -11072 3173616 2112423 504327 20700 0 0 856265 835864 0 0 361212 1411139 1301938 2771731 2158502 401885 -46079 90310905 92080145 1038029 878275 89272876 91201870 X D&R GREENWAY LAND TRUST'S MISSION IS TO PRESERVE AND CARE FOR LAND, AND TO INSPIRE A CONSERVATION ETHIC, NOW AND FOREVER. 0 0 686338 20700 34581 PERMANENT PROTECTION OF LAND IS THE HEART OF D&R GREENWAY'S MISSION. THIS WORK IS GUIDED BY A STRATEGIC PLAN AND EVALUATION OF LANDS TO ENSURE THEY MEET KEY CRITERIA INCLUDING, AMONG OTHERS: PROTECTION OF WILDLIFE AND BIRD HABITAT, MIGRATORY CORRIDORS, BIODIVERSITY, AGRICULTURAL SOILS AND SCENIC VIEWS; CONTRIBUTION TO WATER QUALITY ALONG A WATERWAY OR IN A KEY AQUIFER; OPPORTUNITY TO PROVIDE FOR PUBLIC ACCESSIBILITY AND CONNECTING TRAILS; AND COMMUNITY CONSERVATION. THE MAJORITY OF PROTECTED LANDS AND CONSERVATION AND AGRICULTURAL EASEMENTS ARE PURCHASED IN PARTNERSHIP WITH GOVERNMENT PARTNERS, OTHER CONSERVATION NONPROFITS AND WITH PRIVATE SUPPORT. D&R GREENWAY HAS ESTABLISHED A REVOLVING LAND FUND WITH PRIVATE CONTRIBUTIONS TOWARD THIS PURPOSE. THROUGH STEWARDSHIP AND PROTECTION OF THESE LANDS, D&R GREENWAY PROVIDES A PUBLIC BENEFIT INCLUDING A HEALTHY ENVIRONMENT, LOCAL FOODS, RECREATIONAL OPPORTUNITIES AND QUALITY OF LIFE FOR AREA RESIDENTS AND VISITORS. 234058 2817 D&R GREENWAY INSPIRES PEOPLE TO LEARN ABOUT AND PROTECT THE ENVIRONMENT THROUGH PROGRAMMING AND EXHIBITS THAT CONNECT PEOPLE TO THE LAND. THIS INCLUDES EDUCATIONAL PROGRAMS BY THOUGHT LEADERS AT THE JOHNSON EDUCATION CENTER IN PRINCETON, ART EXHIBITS THAT HIGHLIGHT THE VALUES AND BEAUTY OF NATURE AND AGRICULTURAL LANDSCAPES, GUIDED WALKS ON D&R GREENWAY PRESERVES, AND VOLUNTEER AND INTERNSHIP OPPORTUNITIES THAT ENGAGE INDIVIDUALS DIRECTLY IN THE WORK OF THE ORGANIZATION AND THAT TEACH SKILLS AND LEADERSHIP. 18032 33450 THE NATIVE PLANT NURSERY IS DEDICATED TO RESTORING A RICH DIVERSITY OF NATIVE FLORA TO THE LOCAL LANDSCAPE. IT SUPPLIES NATIVE PLANTS FOR D&R GREENWAY'S STEWARDSHIP WORK, THE CONSERVATION COMMUNITY, AND TO THE GENERAL PUBLIC, SO THAT THE RESIDENTIAL LANDSCAPE MIGHT BE RE-KNIT WITH THE NATURAL LANDSCAPE. 938428 1 1 0 0 0 0 1 1 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 14 0 19 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ PA X D&R GREENWAY 6099244646 ONE PRESERVATION PLACE PRINCETON NJ 08540 LINDA J MEAD PRESIDENT & CEO 40.00 X X 210466 0 11886 PETER J DAWSON CHAIR 1.25 X X 0 0 0 JEANNE PERANTONI AIA LEED AP CEFP VICE-CHAIR 1.25 X X 0 0 0 ADRIAN HUNS VICE-CHAIR 1.25 X X 0 0 0 MICHAEL KUNST TREASURER 1.25 X X 0 0 0 HEATHER ESHELMAN MCCUSKER ESQ SECRETARY 1.25 X X 0 0 0 MICHAEL R BRAMNICK ESQ ASSISTANT SECRETARY 1.25 X X 0 0 0 LISA BUTLER ESQ TRUSTEE 1.00 X 0 0 0 PETER J CARRIL JR TRUSTEE 1.00 X 0 0 0 JAMES FIORENTINO TRUSTEE 1.00 X 0 0 0 JEFFREY GRADONE ESQ TRUSTEE 1.00 X 0 0 0 KENNETH K GUILMARTIN TRUSTEE 1.00 X 0 0 0 WENDY KVALHEIM TRUSTEE 1.00 X 0 0 0 JAMES E LYNCH JR TRUSTEE 1.00 X 0 0 0 WILLIAM C MARTIN TRUSTEE 1.00 X 0 0 0 PATRICK MCDONNELL TRUSTEE 1.00 X 0 0 0 DIANA MOORE TRUSTEE 1.00 X 0 0 0 LAURA NAPOLI TRUSTEE 1.00 X 0 0 0 DANIEL MOTTO TRUSTEE 1.00 X 0 0 0 ALANNA JAMIESON PAPETTI TRUSTEE 1.00 X 0 0 0 LAURIE EMDE DIRECTOR OF OPERATIONS (UNTIL JUNE 2023) 40.00 X 81327 0 5188 291793 0 17074 1 0 1 0 0 63701 470227 750379 41585 1284307 PLANT SALE 110000 33450 33450 HUNTING RIGHTS 110000 18600 18600 PROGRAM EVENTS 900099 15981 15981 ARTWORK 459900 4809 4809 72840 960896 960896 73556 62367 11189 11189 11189 2442901 2637449 -194548 -194548 -194548 17754 63701 42832 -25078 -25078 MISCELLANEOUS 900099 2817 2817 2817 2112423 70848 4809 752459 20700 20700 309126 218875 45719 44532 414133 31112 282844 100177 60279 12696 31452 16131 52326 16029 25449 10848 3750 3750 50000 24000 20000 6000 54548 54548 93157 65435 27722 152479 65770 71262 15447 337484 93172 131579 112733 9656 7088 1251 1317 1226 1226 213876 100000 71292 42584 177483 87716 87717 2050 PROPERTY TAXES 134784 134784 EDUCATION AND OUTREACH 42569 31783 6801 3985 ACQUISITIONS 15000 15000 CULTIVATION AND OTHER F 5408 5408 10518 10518 2158502 938428 858862 361212 281907 190569 1946979 1962256 112125 267642 51043 76028 20758 4432 67095826 2436047 64859418 64659779 22354392 24331506 684283 587933 90310905 92080145 205554 192432 119223 68941 713252 616902 1038029 878275 X 77338255 79414115 11934621 11787755 89272876 91201870 90310905 92080145 -46079 1975073 0 X X 0 1 X 1 0 X 1801422 2677142 3416648 1942561 1284307 11122080 1801422 2677142 3416648 1942561 1284307 11122080 556846 10565234 294606 364184 539450 1114605 1034452 3347297 6765 2896 1393 659 4809 16522 14485899 438780 0.72930 0.78580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 75 4970.00 1 1 588585 X 0 0 10457884 38723 17261 10479346 10521675 -50314 13477 10457884 10516648 21087 16060 10521675 488969 10000000 32854 5175 10516648 440429 58715 10175 488969 0.98923 0.01077 0 0 58044517 58044517 9051309 2436047 6615262 64659779 CHARITABLE GIFT ANNUITIES 28969 LIABILITIES FOR ANNUITY PAYMENTS 587933 616902 X 4235055 1975073 96908 105199 2177180 2057875 54548 54548 2112423 2306061 96908 105199 202107 2103954 54548 54548 2158502 PART II, LINE 3: D&R GREENWAY PURCHASES CONSERVATION AND AGRICULTURAL EASEMENTS ON LAND OWNED BY OTHERS. THE PURPOSE OF THESE EASEMENTS IS TO REQUIRE THE LANDOWNER TO PERMANENTLY PROTECT THE NATURAL CHARACTERISTICS OF THE LAND AND TO REFRAIN FROM SUBDIVISION OR DEVELOPMENT, OR TO ENSURE THAT THE LAND MAY PERMANENTLY BE USED FOR AGRICULTURAL PURPOSES. THESE EASEMENTS REQUIRE D&R GREENWAY TO MONITOR AND ENFORCE THE TERMS OF THE EASEMENTS. THEY ARE RECORDED AT THE LAND TRUST'S COST IN "PROTECTED LAND AND EASEMENTS". D&R GREENWAY ALSO RECEIVES CONSERVATION AND AGRICULTURAL EASEMENTS AS DONATIONS. NO VALUE IS ASSIGNED TO THESE EASEMENTS. PART V, LINE 4: ENDOWMENT FUNDS ARE SUBJECT TO DONOR-IMPOSED RESTRICTIONS THAT THE PRINCIPAL BE INVESTED IN PERPETUITY. THE RETURN GENERATED BY THE INVESTED PRINCIPAL MAY BE USED BY THE TRUST FOR THE PURPOSE SPECIFIED BY THE DONOR. NET ASSETS WITH DONOR RESTRICTION AND BOARD DESIGNATED NET ASSETS ARE COMPRISED MOSTLY OF PROPERTIES PURCHASED AND PRESERVED OR TO BE PURCHASED AND PRESERVED BY THE ORGANIZATION. PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY D&R GREENWAY AND RECOGNIZE A TAX LIABILITY IF D&R GREENWAY HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED D&R GREENWAY'S TAX POSITIONS AND CONCLUDED THAT D&R GREENWAY HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 42,832. RENTAL PROPERTY EXPENSES 62,367. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 42,832. RENTAL PROPERTY EXPENSES 62,367. BAD DEBT EXPENSE MASQUERADE PARADE 34080 26261 7819 1695 7214 605 16014 GALA 47375 37440 9935 1667 9460 475 5702 81455 63701 17754 3362 16674 1080 21716 42832 -25078 1 SOIL CARBON PARTNERS LLC 10000 PARKWAY DRIVE BETHESDA MD 20814 842166443 20700 0 ST. MICHAEL'S ORGANIC FARM PROJECT 0 1 PART I, LINE 2: GRANTS FUNDS ARE PROVIDED TO ASSIST OTHER ORGANIZATIONS WORKING ON PROJECTS DIRECTLY RELATED TO LAND PRESERVATION AND STEWARDSHIP. ALL FUNDING IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. X X 0 0 0 0 0 0 0 0 0 LINDA J MEAD PRESIDENT & CEO 195466 0 15000 0 0 0 9733 0 2153 0 222352 0 0 0 X 3 41585 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE PREPARED 990 AND PRESENTS IT TO THE BOARD OF TRUSTEES UPON APPROVAL, WHICH IS PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C INDIVIDUALS MUST REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY EACH YEAR AND SUBMIT ANY CONFLICTS THAT DO EXIST IN A SIGNED, WRITTEN STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION RATE OF TOP MANAGEMENT USING BENCHMARKING TO DETERMINE A REASONABLE PAY RATE. FOR OTHER EMPLOYEES, THE BOARD APPROVES THE PERCENTAGE INCREASE ALLOWABLE FOR MERIT INCREASES IN PAY ANNUALLY. THE PRESIDENT & CEO ALLOCATES THE INCREASE TO STAFF AS APPROPRIATE IN AN AMOUNT NOT TO EXCEED THE OVERALL APPROVED INCREASE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST OF THE ITEMS. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE FROM THE PRIOR YEAR, THE AUDIT COMMITTEE SELECTS AN INDEPENDENT ACCOUNTING FIRM TO CONDUCT THE AUDIT OF THE FINANCIAL STATEMENTS OF THE ORGANIZATION AND PROVIDES OVERSIGHT OF THE AUDIT. THE AUDIT COMMITTEE THEN REVIEWS THE RESULTS OF THE AUDIT WITH THE AUDITORS AND PRESENTS A DRAFT OF THE FINANCIAL STATEMENT TO THE EXECUTIVE COMMITTEE AND/OR THE FULL BOARD OF TRUSTEES FOR FINAL APPROVAL. BWJ HOPEWELL LLC ONE PRESERVATION PLACE PRINCETON NJ 08540 LAND HOLDING DE 9239959 D&R GREENWAY LAND TRUST INC