Nonprofit · EIN 95-4292658
THE WALDEN WOODS PROJECT
Tax-exempt · LINCOLN, MA 01773
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,034,702 | $2,724,331 | $5,310,371 | $46,651,702 | $120,721 | $46,530,981 |
| December 31, 2023 | 990 | $7,218,989 | $1,992,384 | $5,226,605 | $38,674,801 | $77,945 | $38,596,856 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,622,230
- of which government grants
- $10,000
- Program service revenue
- $0
- Investment income
- $357,436
- Royalties
- $203
- Net gain from sales of assets
- -$43,057
- Net income from sales of inventory
- $54,833
- Other revenue
- $55,036
Expenses
- Grants and similar amounts paid
- $1,000
- Compensation of officers, directors and key employees
- $155,287
- Other salaries and wages
- $615,081
- Salaries, compensation and benefits (total)
- $868,770
- Professional fundraising fees
- $0
- Legal fees
- $3,257
- Accounting fees
- $36,079
- Travel
- $5,841
- Depreciation
- $392,547
- Program services (functional)
- $2,191,932
- Management and general (functional)
- $426,310
- Fundraising (functional)
- $106,089
Balance sheet and other
- Total assets, start of year
- $38,674,801
- Total assets, end of year
- $46,651,702
- Total liabilities, end of year
- $120,721
- Net assets, end of year
- $46,530,981
- Land, buildings and equipment
- $17,401,082
- Publicly traded securities
- $17,768,050
- Net assets without donor restrictions
- $31,466,924
- Net assets with donor restrictions
- $15,064,057
- Gross unrelated business income
- $48,970
- Gross receipts
- $26,273,884
- Employees
- 23
- Volunteers
- 56
- Year formed
- 1990
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN ANDERSON | SECRETARY/EXEC. DIRECTOR Trustee or director, Officer | 40 | $138,189 | $6,909 |
| DONALD HENLEY | PRESIDENT Trustee or director, Officer | 6 | $0 | $0 |
| THOMAS O JONES | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANNA WINTER RASMUSSEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN P DEVILLARS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ED BEGLEY JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOHN H TYSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ELIZABETH LACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHLEEN ANDERSON | SECRETARY/EXEC. DIRECTOR Trustee or director, Officer | 40 | $133,904 | $6,695 |
| DONALD HENLEY | PRESIDENT Trustee or director, Officer | 6 | $0 | $0 |
| THOMAS O JONES | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ANNA WINTER RASMUSSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN P DEVILLARS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ED BEGLEY JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN H TYSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ELIZABETH LACK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 44 BAKER FARM RD, LINCOLN, MA 01773-3004
- Principal officer (990 for 2024)
- KATHLEEN R ANDERSON, 44 BAKER FARM ROAD, LINCOLN, MA 01773
- Signed the 990
- KATHLEEN R ANDERSON, SECRETARY/EXEC. DIR.
- Phone
- (781) 259-4700
- Website
- WWW.WALDEN.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
SEE PART 1, LINE 1
Program accomplishments
- CONSERVATION & LAND MANAGEMENTTHE WALDEN WOODS PROJECT PRESERVES AND PROTECTS WALDEN WOODS AND THOREAU COUNTRY IN RECOGNITION OF THEIR WORLDWIDE LITERARY, HISTORICAL, AND ENVIRONMENTAL SIGNIFICANCE AND THEIR CAPACITY TO MOTIVATE OTHERS TO PROTECT THE GLOBAL ENVIRONMENT AND THE ECOLOGICALLY/HISTORICALLY SIGNIFICANT AREAS THAT EXIST IN THEIR OWN COMMUNITIES.THE WALDEN WOODS PROJECT OWNS AND STEWARDS NEARLY 200 ACRES OF LAND THAT PROVIDES AN IMPORTANT SERVICE TO THE PUBLIC AS A HIGHLY SOUGHT-AFTER RESOURCE FOR PASSIVE RECREATION AND EDUCATION. THE MAJORITY OF OUR LAND IS OPEN TO THE PUBLIC YEAR-ROUND, AND OUR INTERPRETIVE TRAILS ARE USED EXTENSIVELY BY THE GENERAL PUBLIC AND A WIDE VARIETY OF ORGANIZED GROUPS, INCLUDING SCHOOL GROUPS, ELDER SERVICES GROUPS, AND TOURISTS. MANAGEMENT ACTIVITIES INCLUDE MAINTENANCE OF EXISTING TRAILS, TRAIL DESIGN, INTERPRETATION AND CONSTRUCTION, MAINTENANCE OF TRAIL HEAD PARKING FACILITIES, AND ECOLOGICAL IMPROVEMENTS INTENDED TO BENEFIT WILDLIFE AND THE NATURAL VALUE OF OUR LAND.THE PROJECT'S LAND MANAGEMENT PROGRAMS SUPPORT COLLABORATION BETWEEN A WIDE VARIETY OF CIVIC AND ENVIRONMENTAL GROUPS.THE WALDEN WOODS PROJECT MANAGES CONSERVATION RESTRICTIONS ON 53.9 ACRES OF LAND, WHICH PREVENTS DEVELOPMENT OF SITES NOT OWNED IN FEE (TOTAL ACRES OWNED IN FEE: 130.3). ANNUAL CONSERVATION RESTRICTION MONITORING ENSURES THAT THE PROTECTIONS PRESCRIBED IN THE CONSERVATION RESTRICTIONS ARE IN EFFECT.THE LAND WE OWN AND MANAGE INCLUDES A CERTIFIED ORGANIC FARM THAT OFFERS HEALTHY, LOCALLY GROWN PRODUCE FOR PUBLIC CONSUMPTION AND THAT HOSTS EDUCATIONAL PROGRAMMING AND VOLUNTEER SERVICE PROJECTS.IN ITS CAPACITY AS THE STATE-DESIGNATED "FRIENDS OF WALDEN POND," THE WALDEN WOODS PROJECT PARTNERS WITH THE MASSACHUSETTS DEPARTMENT OF CONSERVATION AND RECREATION ON FUNDRAISING FOR PUBLIC PROGRAMS AND CONSERVATION INITIATIVES AT THE WALDEN POND STATE RESERVATION.Expenses $1,334,229
- EDUCATION:THE EDUCATION PROGRAMS OF THE WALDEN WOODS PROJECT SERVE AN AUDIENCE OF STUDENTS, EDUCATORS, AND LIFE-LONG LEARNERS AROUND THE GLOBE. OUR SIGNATURE PROGRAMS INCLUDE GUIDED TOURS FOR GROUPS VISITING WALDEN WOODS; THE GLOBAL LIVE DELIBERATELY ESSAY CONTEST FOR YOUTH AGES 14-19; APPROACHING WALDEN, A WEEK-LONG SUMMER PROFESSIONAL DEVELOPMENT PROGRAM FOR TEACHERS; OTHER PROFESSIONAL DEVELOPMENT WORKSHOPS THROUGHOUT THE YEAR; VIRTUAL GROUP VISITS, AND THE STEWARDSHIP LECTURE SERIES. ALL OF OUR PROGRAMS ARE INSPIRED BY THE WRITINGS AND PHILOSOPHIES OF HENRY DAVID THOREAU AND ASK PEOPLE TO EXPLORE THEIR OWN SENSE OF PLACE--THEIR CONNECTION TO THEIR OWN COMMUNITY AND OTHER PLACES IN THE WORLD--AND TO DEVELOP AN ENVIRONMENTAL ETHIC. AS THOREAU HIMSELF IS A HIGHLY INTERDISCIPLINARY SUBJECT, WE ADDRESS THE TOPICS OF TRANSCENDENTALISM, SOCIAL REFORM, WRITING, NATURAL HISTORY AND 19-CENTURY HISTORY IN OUR PROGRAMS. AS THOREAU HIMSELF IS A HIGHLY INTERDISCIPLINARY SUBJECT, WE ADDRESS THE TOPICS OF TRANSCENDENTALISM, ENVIRONMENTAL PROTECTION (E.G., CLIMATE CHANGE, BIODIVERSITY, CONSERVATION),SOCIAL REFORM, WRITING, NATURAL HISTORY AND 19-CENTURY HISTORY IN OUR PROGRAMS.Expenses $404,631 · grants $1,000
- RESEARCH AND LIBRARY:THE WALDEN WOODS PROJECT LIBRARY IS OWNED AND MANAGED BY THE WALDEN WOODS PROJECT AND IS LOCATED AT THE WWP'S CAMPUS IN LINCOLN, MASSACHUSETTS. THE LIBRARY HOUSES THE MOST COMPREHENSIVE RESEARCH COLLECTION BY AND ABOUT HENRY DAVID THOREAU, AS WELL AS OTHER TRANSCENDENTALISTS, INCLUDING RALPH WALDO EMERSON AND MARGARET FULLER, AND IS THE REPOSITORY FOR THE COLLECTIONS OF THE THOREAU SOCIETY, THE RALPH WALDO EMERSON SOCIETY, AND THE MARGARET FULLER SOCIETY. IN 2023 THE WALDEN WOODS PROJECT REVISED ITS LOAN AGREEMENT WITH THE THOREAU SOCIETY TO BECOME THE PERMANENT REPOSITORY FOR ITS COLLECTIONS. STAFFED BY A FULL-TIME CURATOR, THE LIBRARY IS THE PREMIERE RESOURCE ON A GLOBAL BASIS FOR RESEARCH AND SCHOLARSHIP ON THOREAU AND HIS CONTEMPORARIES. THE LIBRARY WORKED WITH SIX VOLUNTEERS THIS YEAR WHO HAVE AN INTEREST IN THE HISTORY AND LITERATURE OF THOREAU'S TIME.EVERY YEAR BRINGS NEW PEOPLE WITH VARYING INTERESTS TO THE WALDEN WOODS PROJECT LIBRARY, WHETHER IN-PERSON OR VIRTUALLY. TRANSLATORS FROM AROUND THE WORLD HAVE WORKED WITH THE CURATOR TO PROVIDE ACCURATE AND REPRESENTATIVE TRANSLATIONS. OUR VIRTUAL CLASSROOM SESSIONS BRING OUR CURATOR INTO SCHOOLS AROUND THE WORLD, REACHING HUNDREDS OF STUDENTS IN 2024. WE CONTINUE TO PUBLISH MANY WORKS ELECTRONICALLY TO ENSURE THAT OUR RESOURCES REACH THE LARGEST NUMBER OF SCHOLARS AND STUDENTS. STAFFED BY A FULL-TIME CURATOR, THE LIBRARY IS THE PREMIERE RESOURCE ON A GLOBAL BASIS FOR RESEARCH AND SCHOLARSHIP ON THOREAU AND HIS CONTEMPORARIES.Expenses $453,072
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 95-4292658
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $46,651,702
- Income (IRS master file)
- $26,273,884
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,034,702 | $2,724,331 | $46,651,702 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $7,218,989 | $1,992,384 | $38,674,801 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $1,514,673 | $1,889,486 | $31,764,064 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4292658).
Questions about THE WALDEN WOODS PROJECT
- What is the EIN of THE WALDEN WOODS PROJECT?
- The employer identification number (EIN) of THE WALDEN WOODS PROJECT is 95-4292658.
- Is THE WALDEN WOODS PROJECT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to THE WALDEN WOODS PROJECT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE WALDEN WOODS PROJECT file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE WALDEN WOODS PROJECT due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE WALDEN WOODS PROJECT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE WALDEN WOODS PROJECT?
- The 990 for the year ended December 31, 2024 names KATHLEEN R ANDERSON.
- Who are the officers and directors of THE WALDEN WOODS PROJECT?
- The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $138,189 (KATHLEEN ANDERSON, SECRETARY/EXEC. DIRECTOR).
- How much revenue does THE WALDEN WOODS PROJECT have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,034,702, expenses of $2,724,331 and total assets of $46,651,702 at year end.
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