2024-08-07T08:53:29-05:00 2023-09-30 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990 2022-10-01 133536463 BLACK ROCK FOREST CONSORTIUM INC BLAC 8455344517 65 RESERVOIR ROAD CORNWALL NY 12518 WILLIAM A GLASER TREASURER 8455344517 2024-08-06 1 0 FREDERICK MARTENS P00298107 2126972299 2022 2024-08-08 14:25:15Z BLACK ROCK FOREST WILLIAM A GLASER 65 RESERVOIR ROAD CORNWALL NY 12518 6331060 0 X WWW.BLACKROCKFOREST.ORG X 1989 NY ADVANCE SCIENTIFIC UNDERSTANDING OF THE NATURAL WORLD THROUGH RESEARCH, EDUCATION, & CONSERVATION. 20 20 25 100 0 0 1211081 5324504 74030 76137 395236 368075 -62227 18139 1618120 5786855 13664 43896 0 0 1287489 1441457 0 0 329758 766800 668866 2067953 2154219 -449833 3632636 14754821 19237795 315708 267731 14439113 18970064 BLACK ROCK FOREST CONSORTIUM'S MISSION IS TO ADVANCE SCIENTIFIC UNDERSTANDING OF THE NATURAL WORLD THROUGH PROGRAMS IN RESEARCH, EDUCATION, AND CONSERVATION. 0 0 715408 43896 76137 CONSERVATION: FOR FISCAL YEAR 2023, CONSERVATION WORK TARGETED THE REMOVAL OF INVASIVE SPECIES AND RESTORATION PLANTINGS. STAFF AND VOLUNTEERS REMOVED 6 DUMP TRUCK LOADS, OR OVER 11,000 STEMS OF INVASIVE SHRUBS FROM THE FOREST. A SEVERE STORM IN JULY 2023 CAUSED DAMAGE TO ROADS, TRAILS, AND BUILDINGS AND WAS DECLARED A FEDERAL EMERGENCY. STAFF WORKED IN THE IMMEDIATE AFTERMATH TO REPAIR STORM DAMAGE, REMOVE DEBRIS, AND ALLOW ACCESS TO THE FOREST. ONGOING STORM RECOVERY EFFORTS WERE COORDINATED WITH FEMA AND NEW YORK STATE. 245007 EDUCATION: FOR FISCAL YEAR 2023, BLACK ROCK FOREST HAD 8,768 STUDENT-DAYS, INCLUDING EVERYTHING FROM K-12 CLASSES TO VOLUNTEER BOY SCOUTS TO UNDERGRAD AND GRADUATE STUDENTS. NEWBURGH ENLARGED CITY SCHOOL DISTRICT HAD 91 STUDENTS REGISTERED FOR THE BLACK ROCK STEM PROGRAM DURING THE SUMMER OF 2023. WE HIRED A NEW DIRECTOR OF EDUCATION AND HOSTED OUR FIRST EDUCATOR OPEN HOUSE IN AUGUST 2023, WHERE 18 EDUCATORS FROM ELEMENTARY TO COLLEGE INSTITUTIONS SHARED THEIR EXPERIENCES AND DISCUSSED FUTURE DIRECTIONS FOR TRIPS AND CURRICULUM GOALS. THE STORM ON JULY 9 PREVENTED 179 STUDENTS FROM VISITING THE FOREST. 480300 RESEARCH: DURING FISCAL YEAR 2023 THE RESEARCH DEPARTMENT CONTINUED OUR EFFORTS IN FOREST MONITORING, ECOLOGY, AND WILDLIFE CONSERVATION, INCLUDING CONTINUED WORK WITH ROAD ECOLOGY AND MITIGATION PARTNERS. THE DEPARTMENT ALSO FACILITATED FIELD RESEARCH ACTIVITIES BY EXTERNAL COLLABORATORS AND PROVIDED FUNDING TO 6 NEW RESEARCH PROJECTS THROUGH THE DAVID REDDEN CONSERVATION SCIENCE FUND. ELEVEN PEER-REVIEWED JOURNAL ARTICLES AND TWO BOOKS THAT UTILIZED BLACK ROCK FOREST DATA, FACILITIES, AND/OR STAFF WERE PUBLISHED. 1440715 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 25 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 0 0 NY X X ISABEL ASHTON 8455344517 65 RESERVOIR ROAD CORNWALL NY 12518 WILLIAM SCHUSTER EXECUTIVE DIRECTOR (THROUGH 11/9/22) 40.00 1.00 X 240338 0 59178 ISABEL ASHTON EXECUTIVE DIRECTOR (BEGAN 11/10/22) 40.00 X 33173 0 7216 HUME R STEYER CHAIR 5.00 5.00 X X 0 0 0 HILARY S CALLAHAN PRESIDENT 5.00 X X 0 0 0 MATTHEW I PALMER VICE PRESIDENT 5.00 X X 0 0 0 WILLIAM A GLASER TREASURER 5.00 5.00 X X 0 0 0 SAMUEL T KEANY SECRETARY 5.00 X X 0 0 0 RICHARD A BARTLETT DIRECTOR 1.00 X 0 0 0 ARUNA CHAVALI DIRECTOR 1.00 X 0 0 0 INGRID CHUNG DIRECTOR 1.00 X 0 0 0 VALERIE COLAS-OHRSTROM DIRECTOR 1.00 X 0 0 0 MICHAEL DANENBERG DIRECTOR 1.00 X 0 0 0 LOTUS DO DIRECTOR 1.00 X 0 0 0 KEVIN GRIFFIN DIRECTOR 1.00 X 0 0 0 TERRYANNE MAENZA-GMELCH DIRECTOR 1.00 X 0 0 0 CHRISTOPHER J RAXWORTHY DIRECTOR 1.00 X 0 0 0 JEANNETTE REDDEN DIRECTOR 1.00 X 0 0 0 ANDREW REINMANN DIRECTOR 1.00 X 0 0 0 VERONICA SIVERLS-DUNHAM DIRECTOR 1.00 X 0 0 0 CHRISTIE VAN KEHRBERG DIRECTOR 1.00 X 0 0 0 JESSICA WARE DIRECTOR 1.00 X 0 0 0 EMILIE D WOLF DIRECTOR 1.00 X 0 0 0 273511 0 66394 1 0 1 0 0 411599 131830 161466 4619609 5324504 LODGING AND OTHER 900099 76137 76137 76137 396137 396137 476380 504442 -28062 -28062 -28062 39763 131830 39763 0 MISCELLANEOUS 900099 18139 18139 18139 5786855 76137 0 386214 43896 43896 207359 153446 20736 33177 911395 659329 110457 141609 58424 42416 6888 9120 175274 126696 21373 27205 89005 64618 10494 13893 90 90 69781 69781 34219 34219 125734 91786 15088 18860 2961 2162 355 444 50579 36923 6069 7587 4411 4411 6777 6777 100439 73320 12053 15066 60831 44406 7300 9125 REPAIRS, EQUIPMENT AND 124012 90529 14881 18602 BAD DEBT 53962 53962 EVENT EXPENSES 35070 35070 2154219 1440715 383746 329758 26721 57762 2284209 222433 282212 34933 60032 8095 8731 4286 1936346 593046 1438081 1343300 10654835 17024343 542643 14754821 19237795 59218 44883 256490 222848 315708 267731 X 9839907 15772655 4599206 3197409 14439113 18970064 14754821 19237795 3632636 898315 0 X 0 1 X 1 0 X 1047663 5764220 931338 1211081 5324504 14278806 1047663 5764220 931338 1211081 5324504 14278806 8751943 5526863 250600 200108 305881 395236 396137 1547962 18139 18139 15844907 202742 0.34880 0.46620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12212038 3929077 1176534 859507 16458142 10455740 289665 2909591 558691 884267 12212038 11302277 126083 972620 10455740 7199843 4865612 763178 11302277 7432817 156078 389052 7199843 0.85878 0.13293 0.00829 0 0 1132268 214992 917276 804078 378054 426024 1343300 6685170 898315 898315 5786855 0 5786855 2154219 0 2154219 0 2154219 PART V, WILLIAM T. GOLDEN FUND IN THE 2016 FISCAL YEAR, THE CONSORTIUM ESTABLISHED THE WILLIAM T. GOLDEN FUND TO ENSURE A BALANCED ANNUAL OPERATIONS BUDGET AND TO BUILD FISCAL SECURITY. AS OF SEPTEMBER 30, 2023, THE BALANCE IN THIS FUND WAS $7,453,746. FOR THE 2023 FISCAL YEAR, THE BOARD APPROPRIATED $533,460 FOR USE IN OPERATIONS. EDUCATOR FUND IN THE 2017 FISCAL YEAR, THE CONSORTIUM ESTABLISHED THE EDUCATOR FUND, TO BE USED TO HIRE A SCIENCE EDUCATOR TO CO-DEVELOP AND BROADEN CURRICULUM, CREATING A REGIONAL CENTER DEDICATED TO INCREASING SCIENCE PROFICIENCY AND EDUCATIONAL INNOVATION. AS OF SEPTEMBER 30, 2023, THE BALANCE IN THIS FUND WAS $2,016,553. FOR THE 2023 FISCAL YEAR, THE BOARD APPROPRIATED $59,108 TO FUND THESE RELATED EXPENSES. DAVID N. REDDEN CONSERVATION SCIENCE FUND IN THE 2018 FISCAL YEAR, THE CONSORTIUM ESTABLISHED THE DAVID N. REDDEN CONSERVATION SCIENCE FUND, WHICH IS DIRECTED PRIMARILY TOWARD CONSERVATION RESEARCH AND TRAINING IN BLACK ROCK FOREST AND THE SURROUNDING HUDSON HIGHLANDS AND LOWER HUDSON VALLEY REGIONS. AS OF SEPTEMBER 30, 2023, THE BALANCE IN THIS FUND WAS $222,433. FOR THE 2023 FISCAL YEAR, THE BOARD APPROPRIATED $42,128 TO FUND THESE RELATED EXPENSES. POSTDOCTORAL FELLOWSHIP AND HIGHER EDUCATION FUND THE POSTDOCTORAL FELLOWSHIP AND HIGHER EDUCATION FUND WAS ESTABLISHED IN 2013 WITH A GOAL OF ENSURING ROBUST FUTURE FOREST AND SUSTAINABILITY SCIENCE RESEARCH BY HIRING FOR SUCCESSIVE TWO YEAR TERMS A SERIES OF POSTDOCTORAL FELLOWS IN FOREST ECOLOGY. A NUMBER OF INDIVIDUALS AND FOUNDATIONS CONTRIBUTED TO THE SUCCESSFUL, MULTI-YEAR CAMPAIGN TO REACH A FUNDING LEVEL CAPABLE OF SUSTAINING SUCH A PROGRAM, WHICH BEGAN IN 2020. AS OF SEPTEMBER 30, 2023, THE BALANCE IN THIS FUND WAS $4,441,150. FOR THE 2023 FISCAL YEAR, THE BOARD APPROPRIATED $111,811 TO FUND THESE RELATED EXPENSES. GENERAL ENDOWMENT THE CONSORTIUM ESTABLISHED THE GENERAL ENDOWMENT FUND TO ENSURE A BALANCED ANNUAL OPERATIONS BUDGET AND TO BUILD FISCAL SECURITY. AS OF SEPTEMBER 30, 2023, THE BALANCE IN THIS FUND WAS $2,132,567. FOR THE 2023 FISCAL YEAR, THE BOARD APPROPRIATED $110,000 FOR USE IN OPERATIONS. WILLIAM S.F. SCHUSTER, PH.D. FUND FOR RESEARCH DURING FISCAL YEAR 2022, THE CONSORTIUM ESTABLISHED THE WILLIAM S.F. SCHUSTER, PH.D. FUND FOR RESEARCH TO SUPPORT FUTURE SCIENCE RESEARCH AT BLACK ROCK FOREST. IT WAS FOUNDED BY GENEROUS BENEFACTORS TO HONOR THREE DECADES OF BILL SCHUSTER'S CONSEQUENTIAL LEADERSHIP OF BLACK ROCK FOREST, WITH THE GOAL OF RAISING $500,000 FOR A TERM ENDOWMENT FUND, TO ENSURE THAT RESEARCH AT BLACK ROCK FOREST REMAINS FINANCIALLY SUPPORTED AND CONTINUES TO MAKE IMPORTANT NEW DISCOVERIES OVER THE LONG TERM. AS OF SEPTEMBER 30, 2023, THE BALANCE IN THIS FUND WAS $209,193. FOR THE 2023 FISCAL YEAR, THE BOARD APPROPRIATED $3,000 FOR USE IN OPERATIONS. BENEFIT 171593 131830 39763 39763 171593 131830 39763 39763 39763 0 1 DAVID N. REDDEN CONVSERVATION SCIENCE FUND 11 43896 PART I, LINE 2: BLACK ROCK FOREST POSTS A REQUEST FOR RESEARCH PROPOSALS AT THE END OF EVERY YEAR WITH AN APPLICATION DEADLINE IN JANUARY. A GRANT REVIEW COMMITTEE OF BLACK ROCK FOREST RESEARCH STAFF, BOARD MEMBERS, AND EXTERNAL RESEARCHERS MEETS TO DETERMINE APPLICANT ELIGIBILITY AND ASSESSES THE QUALITY OF THE PROPOSED RESEARCH PROJECT ON 8 CRITERIA: SCIENTIFIC MERIT, CLARITY, FEASIBILITY, CONSERVATION RELEVANCE, ABILITY OF APPLICANTS, JUSTIFIED BUDGET, ADHERENCE TO GUIDELINES, AND VALUE TO BLACK ROCK FOREST. BLACK ROCK FOREST MONITORS THE USE OF FUNDS ENSURE CONCURRENCE WITH THE APPROVED BUDGET, AND ALL AWARDEES MUST SUBMIT FINAL REPORTS DESCRIBING RESULTS AND GRANT SPENDING. X X 0 0 0 0 0 0 0 0 0 WILLIAM SCHUSTER EXECUTIVE DIRECTOR (THROUGH 11/9/22) 162929 0 77409 0 0 0 19227 0 39951 0 299516 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C WE REQUIRE EACH YEAR SUBMISSION OF A COMPLETED CONFLICT OF INTEREST FORM FOR EACH BOARD AND STAFF MEMBER. FORM 990, PART VI, SECTION B, LINE 15A REVIEWED THE EMPLOYEE'S ACCOMPLISHMENTS THE PAST YEAR AND SALARY HISTORY FOR COMPARABLE POSITIONS. DOCUMENTATION AND THE DELIBERATION AND DECISION IN FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION NOW MAKES ITS FINANCIAL STATEMENTS, TAX RETURNS, AND ANNUAL REPORTS AVAILABLE TO THE PUBLIC EVERY YEAR ON ITS WEBSITE. BLACK ROCK FOREST PRESERVEINC 65 RESERVOIR ROAD CORNWAL NY 12518 133536460 LANDOWNER NY 501(C)(3) 509(A)(3) BRF CONSORTIUM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0