2023-11-13T12:06:52-06:00 2022-12-31 232415973 HERBEIN COMPANY INC 2763 CENTURY BOULEVARD READING PA 19610 990 2022-01-01 236429095 FRENCH AND PICKERING CREEKS CONSERVATION TRUST INC FREN 6109337577 4030 S WHITEHORSE ROAD DEVAULT PA 194329905 BILL GLADDEN EXECUTIVE DIRECTOR 6109337577 2023-11-03 1 BILL GLADDEN 999009999 1 MARYBETH C OLREE CPA P01649853 6103781175 2023-11-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X BILL GLADDEN 4030 S WHITEHORSE ROAD DEVAULT PA 194329905 6207782 0 X WWW.FRENCHANDPICKERING.ORG X 1967 PA TO PRESERVE, STEWARD, AND CONNECT PEOPLE TO THE LAND IN NORTHERN CHESTER COUNTY PENNSYLVANIA 20 20 11 200 0 0 3830152 4434688 70653 75955 288971 -11677 5113 49223 4194889 4548189 0 0 0 0 547563 592371 47519 15338 50397 301458 412744 896540 1020453 3298349 3527736 83253962 86248994 160365 181262 83093597 86067732 X TO PRESERVE, STEWARD, AND CONNECT PEOPLE TO THE LAND IN NORTHERN CHESTER COUNTY PENNSYLVANIA. SEE ADDITIONAL INFORMATION ON SCHEDULE O.FRENCH & PICKERING IS RECOGNIZED AS A LEADER IN REGIONAL LAND CONSERVATION, THE ORGANIZATION IS NATIONALLY ACCREDITED BY THE LAND TRUST ACCREDITATION COMMISSION. THIS IMPORTANT DISTINCTION CONFIRMS THAT OUR OPERATIONS ARE IN ACCORDANCE WITH THE HIGHEST STANDARDS IN LAND CONSERVATION AND NONPROFIT MANAGEMENT. FRENCH & PICKERING HAS PROTECTED OVER 13,500 ACRES OF LANDS THROUGH PUBLIC/PRIVATE PARTNERSHIPS, DONATIONS, AND PURCHASES OF FEE LANDS AND CONSERVATION EASEMENTS. 0 0 868409 75955 FRENCH AND PICKERING CREEKS CONSERVATION TRUST HAS WORKED WITH LANDOWNERS, PUBLIC AND PRIVATE PARTNERS, TO PRESERVE THE QUALITY OF LIFE AND THE ENVIRONMENT OF NORTHERN CHESTER COUNTY. SINCE 1967, FRENCH & PICKERING HAS HELPED PERMANENTLY PROTECT OVER 13,500 ACRES INCLUDING LANDS PURCHASED AND TRANSFERRED FOR STATE GAME LANDS, STATE PARKS, COUNTY PARKS AND MUNICIPAL PARKS. CURRENTLY FRENCH & PICKERING HOLDS APPROXIMATELY 193 CONSERVATION EASEMENTS OVER 7,768 ACRES AND OWNS AND MANAGES 882 ACRES HELD IN FEE OWNERSHIP COMPRISED OF 27 PARCELS. ALL LANDS ARE MONITORED ANNUALLY BY FRENCH & PICKERING STAFF TO ASSIST LANDOWNERS WITH THEIR LAND MANAGEMENT AND NATURAL RESOURCE STEWARDSHIP. IN 2022 THE FOLLOWING 5 CONSERVATION EASEMENT PROJECTS WERE COMPLETED:1) THE 71.5 ACRE BERRY EASEMENT IN CHARLESTOWN TOWNSHIP IS VISIBLE FROM PUBLIC RIGHTS-OF-WAY ON MERLIN AND PIKELAND ROAD, WHICH IS DESIGNATED AS A SCENIC ROAD IN THE CHARLESTOWN TOWNSHIP OPEN SPACE PLAN. THE PROPERTY CONSISTS OF FIVE CONTIGUOUS FARMLAND PARCELS WITH ROLLING TOPOGRAPHY. THIS SCENIC LANDSCAPE COULD HAVE HAD 23 MORE RESIDENCES BUT IS NOW RESTRICTED AGAINST FUTURE DEVELOPMENT. IT IS ADJACENT TO OTHER PERMANENTLY PRESERVED PARCELS RESULTING IN OVER 400 CONTIGUOUS ACRES OF NATURAL AREA UNDER PERMANENT PRESERVATION. THE PROPERTY ITSELF ALSO HOSTS A NICE SELECTION OF NATIVE HARDWOODS AND EVERGREEN TREE SPECIES, A STREAM, AS WELL AS FIELD HABITAT VALUABLE FOR WILDLIFE INCLUDING NUMEROUS BIRD SPECIES. 2) THE 64.3 ACRE CROWELL EASEMENT ON CHARLESTOWN ROAD IN CHARLESTOWN TOWNSHIP IS IN THE PICKERING CREEK WATERSHED, WHICH IS DESIGNATED AS HAVING HIGH-QUALITY WATER BY THE PENNSYLVANIA DEPARTMENT OF ENVIRONMENTAL PROTECTION. THE PROPERTY CONSISTS OF MID-AGED WOODLANDS AND A VEGETAGED STREAM CORRIDOR. A HISTORIC HOUSE, BARN AND SPRING HOUSE ARE CURRENTLY ON THE PROPERTY AND THE EASEMENT ELIMINATES ALL BUT A FEW ADDITIONAL RESIDENTIAL BUILDING RIGHTS. THE PROPERTY HOSTS A VARIETY OF NATIVE TREE SPECIES INCLUDING TULIP POPLAR, BLACK WALNUT, BLACK CHERRY, DOGWOOD, ASH, SWEET BIRCH, OAKS AND HICKORIES. THE PROPERTY IS ADJACENT TO OTHER PERMENANTLY PRESERVED PARCELS AND IS VISIBLE FROM PIKELAND AND CHURCH ROADS, PUBLIC RIGHTS OF WAY ON WHICH IT HAS EXTENSIVE ROAD FRONTAGE. 3) THE 7.5 ACRE RODGERS EASEMENT IN CHARLESTOWN TOWNSHIP IS SURROUNDED BY PRESERVED LAND ON ALL SIDES. FRANCES RODGERS WANTED TO SELL HER PROPERTY, BUT WANTED TO MAKE SURE IT WAS PROTECTED AGAINST FUTURE DEVELOPMENT BY ELIMINATING TWO POTENTIAL BUILDING SITES. BY ACQUIRING THIS EASEMENT, FRENCH & PICKERING HELPED FRANCES HONOR HER INTENTIONS FOR THE PROPERTY PRIOR TO SELLING AND ADDED TO OVER 100 CONTIGUOUS ACRES OF PERMANENTLY PRESERVED LANDS PREVENTING ANY FUTURE FRAGMENTATION OF THIS PROTECTED LANDSCAPE. THIS SITE HOSTS A NUMBER OF SPRINGS AND SEEPS ASSOCIATED WITH TRIBUTARIES TO PICKERING CREEK, WHICH FLOW OVER ADJACENT CONSERVED LANDS.4) A NEW CONSERVATION EASEMENT ADDED 7.3 ACRES TO THE COVENTRY HOUSE PROPERTY IN SOUTH COVENTRY TOWNSHIP, WHICH HAS AN EXISTING EASEMENT IN PLACE. AARON COHEN AND LIANA YOO PURCHASED TWO ADJOINING LOTS, OWNED BY FRENCH & PICKERING, TO ADD TO THEIR EXISTING 17.4 ACRE PROPERTY. THE EASEMENT ELIMINATED ALL BUT ONE HOUSING RIGHT AND MAINTAINS AN IMPORTANT HABITAT CORRIDOR, AS WELL AS PROVIDING ACCESS TO A HISTORIC BURIAL GROUND FOR A CARETAKER.5) THE 4.5 ACRE "ESTATE OF ELLEN DIXON" CONSERVATION EASEMENT PROVIDED AN IMPORTANT TRAIL SEGMENT FOR THE EAST PIKELAND TRAIL NETWORK. THE ACQUISITION OF THIS EASEMENT PROTECTS A LARGE WETLAND, WHICH SERVES AS LAND AND AQUATIC SPECIES HABITAT. SIXTEEN TOWNHOMES WERE PROPOSED FOR THE SMALL PROPERTY IN THE MIDDLE OF KIMBERTON VILLAGE. THIS EASEMENT EXTINGUISHED ALL BUT THE EXISTING HOUSE RIGHT AND AGRICULTRUAL STRUCTURES. THE PROPERTY WAS A PRIORITY FOR THE TOWNSHIP AND INCREASES PUBLIC ACCESS IN A WALKABLE COMMUNITY.2022 INVOLVED SIGNIFICANT DONATED LAND VALUE WHICH COUNTED AS REVENUE AS WELL AS PUBLIC GRANTS FOR SEVERAL OF THE PROJECTS ABOVE. THESE FUNDS REIMBURSED EXPENSES AS NEEDED TO COMPLETE THE AFOREMENTIONED TRANSACTIONS. 868409 1 1 0 0 0 0 1 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X THE ORGANIZATION 6109337577 4030 S WHITEHORSE ROAD DEVAULT PA 194329905 PENNY HUNT PRESIDENT THRU MARCH 4.00 X 0 0 0 DAVID E RESNIK TREASURER 4.00 X X 0 0 0 DONNA BRENNAN DIRECTOR 4.00 X 0 0 0 SHAUN MANNIX VICE PRESIDENT THRU MARCH 4.00 X 0 0 0 JENNIFER TRACHTMAN PRESIDENT AS OF MARCH 4.00 X X 0 0 0 NANCY BARTLEY DIRECTOR 4.00 X 0 0 0 TERRY BENTLEY DIRECTOR 4.00 X 0 0 0 ROBERT R BERRY DIRECTOR 4.00 X 0 0 0 JAMES R FISHER DIRECTOR 4.00 X 0 0 0 EDIE SHEAN-HAMMOND DIRECTOR 4.00 X 0 0 0 ANN DYER DIRECTOR 4.00 X 0 0 0 L STOCKTON ILLOWAY DIRECTOR 4.00 X 0 0 0 GWEN KELLY KLEIN DIRECTOR 4.00 X 0 0 0 CARY F LEPTUCK DIRECTOR 4.00 X 0 0 0 JIM MOORE DIRECTOR 4.00 X 0 0 0 JOHN NASH DIRECTOR 4.00 X 0 0 0 ROBERT C F WILLSON DIRECTOR 4.00 X 0 0 0 ELLEN KITTREDGE SCOTT VICE PRESIDENT/SECRETARY AS OF MARCH 4.00 X X 0 0 0 ASHTON SIMMONS DIRECTOR 4.00 X 0 0 0 LIZ ANDERSON DIRECTOR AS OF JANUARY 4.00 X 0 0 0 BILL GLADDEN EXECUTIVE DIRECTOR 40.00 X 126304 0 17576 126304 0 17576 1 0 0 0 0 94543 4340145 3577663 4434688 FEES - EASEMENTS 531390 59113 59113 MEMBERSHIP DUES 531390 16842 16842 75955 63608 63608 1547060 1622345 -75285 -75285 -75285 86471 94543 37248 49223 49223 4548189 75955 0 37546 143880 113665 23021 7194 361728 295451 52035 14242 6963 5501 1114 348 39298 31045 6288 1965 40502 31997 6480 2025 1777 1777 22525 18223 3318 984 15338 15338 18557 18557 21187 19970 770 447 18313 15790 2523 15746 12894 1557 1295 3282 1638 404 1240 55598 50497 3893 1208 3154 3124 17 13 1633 1633 14201 14201 34124 30521 2750 853 PROJECT EXPENSE 192968 192876 92 DUES AND SUBSCRIPTIONS 4970 4340 630 LAND HOLDING EXPENSE 2429 2429 EVENT EXPENSE 2280 2280 1020453 868409 101647 50397 633818 748703 31281 23484 17900 28356 89600 18461 27476 375848 66911 196750 308937 3559186 2981180 78796566 82041258 83253962 86248994 108473 91050 33450 43523 18442 0 46689 160365 181262 X 4581434 4446662 78512163 81621070 83093597 86067732 83253962 86248994 X 3527736 -546235 -7366 X X 0 1 X 1 0 X 4415120 1910893 3041711 3830152 4434688 17632564 4415120 1910893 3041711 3830152 4434688 17632564 4577393 13055171 93405 99692 28234 288971 -11677 498625 18131189 342114 0.72000 0.88200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 193 7768.00 3 1 1 1102.00 119516 1 0 1 X 42364 -7366 34998 37920 4444 42364 34621 3299 37920 30051 4570 34621 32390 -2339 30051 1.00000 0 0 236668 34330 202338 66385 32581 33804 72795 72795 308937 EASEMENTS AND DEVELOPMENT RIGHTS HELD FOR CONSERVATION PURPOSES 73554398 BENEFICIAL INTEREST IN ENDOWMENT FUNDS 34998 LAND HOLDINGS 8215166 DEPOSIT ON LAND PRESERVATION PROJECT 190000 RIGHT-OF-USE ASSET - OPERATING LEASE 41344 RIGHT-OF-USE ASSET - FINANCE LEASE 5352 82041258 OPERATING LEASE LIABILITY 41310 FINANCE LEASE LIABILITY 5379 46689 X 3976031 -546235 -7366 -553601 4529632 18557 18557 4548189 1001896 0 1001896 18557 18557 1020453 PART II, LINE 3: AMENDMENT 1 (OWENS): AMENDING AND RESTATING THE EARLIER EASEMENT REDUCED THE NUMBER OF DWELLINGS ON THE PROPERTY, REDUCED THE IMPERVIOUS SURFACE ON THE PROPERTY, MAINTAINED THE PUBLIC ACCESS TRAIL LOCATION, AND SPECIFIED THE CONSTRUCTION LOCATION OF THE PERMITTED DWELLINGS TO BE CLUSTERED IN ONE LOCATION (AS OPPOSED TO THE TWO THAT WERE PREVIOUSLY PERMITTED) WITH THAT LOCATION BEING LOCATED OUTSIDE OF VIEW FROM THE PUBLIC ROAD. AMENDING AND RESTATING THE EASEMENT WILL ALSO MAKE MONITORING MORE EFFICIENT AND EFFECTIVE, INCREASE THE TRUST'S ABILITY TO ENFORCE THE EASEMENT, AND ENHANCE THE CONSERVATION VALUES, ESPECIALLY THOSE PERTAINING TO AGRICULTURE, WOODLAND, HABITAT AND GROUNDWATER PROTECTION. THESE ELEMENTS INDIVIDUALY AND CUMULATIVELY SERVE TO SUBSTANTIALLY INCREASE THE PUBLIC BENEFIT OF THE EASEMENT BY INCREASING THE CONSERVATION VALUES PRESERVED IN PERPETUITY BY VIRTUE OF THE AMENDED AND RESTATED EASEMENT. MODIFICATION 2 (DOUGHERTY/MCDEVITT): THE PENNSYLVANIA TURNPIKE COMMISSION (PTC) CONDEMNED 1.939 ACRES OF THE DOUGHERTY PROPERTY TO ALLOW FOR AN ACCESS ROAD AND UTILITIES. THE PTC COMPENSATED BOTH THE LANDOWNERS AND FRENCH & PICKERING CREEKS CONSERVATION TRUST FOR THE APPRAISED VALUE OF THE LAND THAT WAS TAKEN WITH THE PARTIAL RELEASE OF THE EASEMENT. THE BASELINE DOCUMENTATION REPORTS WERE UPDATED TO SHOW THE NEW ACREAGE WITH THE SURVEYS AND EASEMENT PLANS. MODIFICATION 3 (BALDWIN-LONG): THE PENNSYLVANIA TURNPIKE COMMISSION (PTC) CONDEMNED 0.4888 ACRES OF THE BALDWIN-LONG PROPERTY AS PART OF THE LANE WIDENING ADJACENT TO THE PROPERTY. THE PTC COMPENSATED BOTH THE LANDOWNERS AND FRENCH & PICKERING CREEKS CONSERVATION TRUST FOR THE APPRAISED VALUE OF THE LAND THAT WAS TAKEN WITH THE PARTIAL RELEASE OF THE EASEMENT. THE BASELINE DOCUMENTATION REPORTS WERE UPDATED TO SHOW THE NEW ACREAGE WITH THE SURVEYS AND EASEMENT PLANS. PART II, LINE 9: THE ORGANIZATION REPORTS CONSERVATION EASEMENTS IN ITS REVENUE AND EXPENSE STATEMENT AS PERMANENTLY RESTRICTED REVENUES AND NET ASSETS. PART IV, LINE 2B: THE ORGANIZATION IS THE CUSTODIAN OF FUNDS THAT ARE TO BE USED AT A SPECIFIC EASEMENT SITE. PART X, LINE 2: THE TRUST IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND, THUS, THERE IS NO PROVISION FOR INCOME TAXES IN THESE FINANCIAL STATEMENTS. IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE TRUST ACCOUNTS FOR UNCERTAIN TAX POSITIONS, IF ANY, AS REQUIRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON BENEFICIAL INTEREST IN ENDOWMENT FUNDS X X 1 VALERIE M JONES & ASSOCIATES 1640 NORTH RIDLEY CREEK ROAD MEDIA PA 19063 DEVELOPMENT OF FUNDRAISING CAMPAIGN 0 0 15338 -15338 15338 -15338 PA AUCTION 74717 39553 35164 5891 FRENCH CREEK IRON TOUR 106297 54990 51307 31357 181014 94543 86471 37248 37248 49223 SCHEDULE G, PART I, LINE 2B, COLUMN (V) FRENCH AND PICKERING CONTINUED AN AGREEMENT WITH VALERIE M. JONES & ASSOCIATES FOR 2022. X EASEMENTS 4 3535000 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY TO VALUE DONATED EASEMENTS AND TO SELL DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS ALL TAX RETURNS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS AND STAFF REFILE DISCLOSURE FORM ANNUALLY. OUR ORGANIZATION IS CURRENTLY ACCREDITED BY THE NATIONAL LAND TRUST ACCREDITATION COMMISSION AND, AS SUCH, SUBJECT TO ADDITIONAL ACCOUNTABILITY AND OVERSIGHT. FORM 990, PART VI, SECTION B, LINE 15 BASELINE COMPENSATION IS REVIEWED ANNUALLY BY COMPARING THE ORGANIZATION TO LOCAL AND REGIONAL PEERS IN THE LAND TRUST COMMUNITY. THE EXECUTIVE COMMITTEE PERFORMS PERFORMANCE EVALUATIONS AND OFFERS PERFORMANCE-BASED MERIT RAISES WHEN APPROPRIATE DEPENDING ON AVAILABILITY OF FUNDING. FORM 990, PART VI, SECTION C, LINE 18 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF RECORDS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED LOSS ON BENEFICIAL INTEREST IN ENDOWMENT FUNDS -7,366. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.