2024-11-01T15:24:34-05:00 2024-04-30 042943536 TONNESON & COMPANY PC 401 EDGEWATER PLACE SUITE 300 WAKEFIELD MA 018806208 990 2023-05-01 042024022 NEW ENGLAND FORESTRY FOUNDATION INC NEWE 9789526856 32 FOSTER STREET LITTLETON MA 014604346 ROBERT PERSCHEL EXECUTIVE DIRECTOR 9789526856 2024-10-30 1 0 JODY K BOOTH P00030126 7812459999 2024-10-30 2023 2024-10-15 13:58:12Z ROBERT PERSCHEL 32 FOSTER STREET LITTLETON MA 014604346 5085366 0 X NEWENGLANDFORESTRY.ORG X 1944 MA THROUGH THE APPLICATION OF OUR CORE EXPERTISE IN CONSERVING FORESTLAND AND ADVANCING EXEMPLARY FORESTRY, NEW ENGLAND FORESTRY FOUNDATION (NEFF) HELPS THE PEOPLE OF NEW ENGLAND TO SUSTAIN THEIR WAY OF LIFE, PROTECT FOREST WILDLIFE HABITAT AND ECOSYSTEM SERVICES, AND MITIGATE AND ADAPT TO CLIMATE CHANGE. 15 15 32 14 0 0 2490742 3394689 736198 986821 275243 460691 6359 9650 3508542 4851851 0 0 0 0 2178990 2894276 0 0 634942 1795462 3550240 3974452 6444516 -465910 -1592665 47547199 47876593 1112047 2298949 46435152 45577644 X THROUGH THE APPLICATION OF OUR CORE EXPERTISE IN CONSERVING FORESTLAND AND ADVANCING EXEMPLARY FORESTRY, NEW ENGLAND FORESTRY FOUNDATION (NEFF) HELPS THE PEOPLE OF NEW ENGLAND TO SUSTAIN THEIR WAY OF LIFE, PROTECT FOREST WILDLIFE HABITAT AND ECOSYSTEM SERVICES, AND MITIGATE AND ADAPT TO CLIMATE CHANGE. 0 0 3583652 744246 THE FOUNDATION'S EDUCATION AND OUTREACH WORK FOSTERS THE PUBLIC POLICIES AND PRIVATE ACTIONS NEEDED TO CONSERVE AND SUSTAINABLY MANAGE NEW ENGLAND'S FORESTS. IN THE COURSE OF OUR EDUCATION WORK, NEFF CONDUCTS PUBLIC EVENTS INCLUDING WALKS, TRAINING SESSIONS, WORKSHOPS, AND TALKS; DEVELOPS AND DISTRIBUTES PRINT AND ELECTRONIC PUBLICATIONS; PUBLISHES ARTICLES IN BOTH CONSUMER AND PROFESSIONAL PUBLICATIONS; AND PARTICIPATES IN LOCAL, REGIONAL, AND NATIONAL CONFERENCES AND EVENTS. THROUGH ALL OF THESE ACTIVITIES, NEFF AIMS TO FOSTER INCREASED LANDOWNER AND PUBLIC APPRECIATION OF THE MANY BENEFITS THAT FORESTS PROVIDE THE CITIZENS OF NEW ENGLAND, AND THE ROLE OF FOREST CONSERVATION AND EXEMPLARY FORESTRY MANAGEMENT IN FOSTERING AND ENHANCING THOSE BENEFITS. 1802548 217020 TO PROTECT FORESTS FROM FRAGMENTATION AND DEVELOPMENT, NEFF ACQUIRES LAND AND CONSERVATION EASEMENTS BY BOTH DONATION AND PURCHASE. TO DATE WE OWN MORE THAN 140 COMMUNITY FORESTS CONSERVING MORE THAN 30,000 ACRES ACROSS NEW ENGLAND. WE ALSO HOLD MORE THAN 150 CONSERVATIONEASEMENTS THAT PROTECT AND PROVIDE FOR SUSTAINABLE MANAGEMENT OF MORE THAN 1.1 MILLION ACRES OF FOREST LAND OWNED BY PRIVATE INDIVIDUALS AND FOREST PRODUCTS COMPANIES IN SEVEN STATES. 123069 25555 CONSERVATION DOES NOT STOP ONCE A FOREST OR EASEMENT IS ACQUIRED. NEFF CONDUCTS ANNUAL MONITORING SURVEYS WITH ALL LANDOWNERS WITH WHOM WE HOLD AN EASEMENT TO ENSURE THAT THE TERMS OF THE EASEMENT ARE MAINTAINED. WE WORK WITH LOCAL FORESTERS THROUGHOUT NEW ENGLAND TO SUSTAINABLY MANAGE OUR COMMUNITY FORESTS, DEMONSTRATING HIGH-QUALITY FOREST PRACTICES AND PROVIDING A SUSTAINABLE SUPPLY OF WOOD, ECONOMIC OPPORTUNITY, AND JOBS TO LOCAL COMMUNITIES. FORESTS CONSERVED BY NEFF SEQUESTER CARBON AND THROUGH THAT SEQUESTRATION CAN PROVIDE CARBON CREDITS FOR CO2 EQUIVALENTS WHICH CAN BE SOLD VIA A CARBON MARKET, PROVIDING ADDITIONAL REVENUES FOR CONSERVATION. 5509269 1 1 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 35 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA FL GA NH NY RI CT VT ME X X X ROBERT PERSCHEL 9789526856 32 FOSTER STREET LITTLETON MA 014604346 ROBERT PERSCHEL EXECUTIVE DIRECTOR 40.00 X X 195631 0 28291 TRACY MOSKOVITZ VICE PRESIDENT/DIRECTOR 0.50 X X 0 0 0 FREDERICK J WEYERHAEUSER PRESIDENT/DIRECTOR 4.00 X X 0 0 0 ROBERT W ACKERMAN TREASURER/DIRECTOR 4.00 X X 0 0 0 ANNE STETSON CLERK/DIRECTOR 0.50 X X 0 0 0 PHILIP Y DENORMANDIE DIRECTOR/IMMEDIATE PAST PR 4.00 X 0 0 0 CAMERON BRANDT DIRECTOR 0.50 X 0 0 0 CHRISTOPHER DI BONAVENTURA DIRECTOR 0.50 X 0 0 0 MICHAEL LEHNER DIRECTOR 0.50 X 0 0 0 LARRY BAND DIRECTOR 0.50 X 0 0 0 TODD RODMAN DIRECTOR 0.50 X 0 0 0 JOHN VAN DER STRICHT DIRECTOR 0.50 X 0 0 0 BYRON STUTZMAN DIRECTOR 0.50 X 0 0 0 ELIZABETH SWAIN DIRECTOR 0.50 X 0 0 0 BAYARD HENRY DIRECTOR 0.50 X 0 0 0 EMILY M DWYER DIRECTOR 0.50 X 0 0 0 RICHARD F PERKINS DIRECTOR 0.50 X 0 0 0 TIM INGRAHAM DIRECTOR 0.50 X 0 0 0 HENRY MILLER DIRECTOR 0.50 X 0 0 0 JOE TAGGART DIRECTOR 0.50 X 0 0 0 MONTY LOVEJOY DIRECTOR 0.50 X 0 0 0 ANDREA COLNES DEPUTY DIRECTOR AND CLIMAT 40.00 X 184260 0 18422 MARIA GARCIA DIRECTOR OF FINANCE & ADMINISTRATION 40.00 X 138042 0 7189 517933 0 53902 3 0 1 0 QUANTIFIED VENTURES LLC 2519 CONNECTICUT AVE WASHINGTON DC 20008 PROFESSIONAL SERVICES 121732 NEW ENGLAND FORESTRY CONSULTANTS INC 70 OVERLOOK DRIVE BRISTOL NH 03222 EASEMENT MONITORING/CONSULTING 110114 2 2015023 1379666 260968 3394689 TIMBER SALES 110000 986821 986821 986821 319768 319768 9650 0 9650 9650 9650 374438 233515 140923 140923 140923 4851851 986821 0 470341 X 379891 300764 12730 66397 1978786 1566628 66309 345849 362314 230199 63188 68927 173285 113478 22526 37281 66606 62831 2947 828 53606 13372 34027 6207 1031438 987301 33685 10452 37283 21696 9659 5928 14695 11309 1458 1928 73074 69330 2339 1405 38771 21954 11622 5195 2656 2213 443 102738 98295 2357 2086 70009 51818 8687 9504 LAND DONATION 1512500 1512500 COMMISSION EXPENSE 145259 145259 REPAIRS AND MAINTENANCE 121463 64444 21855 35164 PUBLICATION AND COMMUNI 83994 52442 3103 28449 196148 183436 3813 8899 6444516 5509269 300305 634942 X 926082 928657 729297 673943 487083 77471 66656 66917 34038611 1397104 34098473 32641507 10231590 11436102 1004136 2008402 3882 43594 47547199 47876593 355895 587784 292164 1621851 56852 49564 407136 39750 1112047 2298949 X 37676571 36842268 8758581 8735376 46435152 45577644 47547199 47876593 X -1592665 863501 -128344 X X 0 1 X 1 0 X 4384473 7857307 3045286 2493833 3382977 21163876 4384473 7857307 3045286 2493833 3382977 21163876 1090710 20073166 233572 173119 235564 235564 328858 1206677 184 184 22370737 3713015 0.89730 0.86010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 164 1150589.00 1 7 1 0.00 217794 1 922971 269999 113653 49054 1257569 944582 -9164 12447 922971 1051638 -88402 -18654 944582 813577 257064 -19003 1051638 872572 -34736 24259 813577 0.22500 0.77500 0 0 31534328 31534328 1814650 948866 865784 483290 352020 131270 206343 96218 110125 32641507 LIABILITIES TO BENEFICARY IN POOLED TIMBER INCOME FUND 39750 39750 X 5587008 863501 -128344 735157 4851851 0 4851851 6444516 0 6444516 0 6444516 PART II, LINE 3: THE FOUNDATION DOES NOT RECORD REVENUE ON DONATED EASEMENTS. THE PURCHASE COST OF EASEMENTS IS EXPENSED IN THE YEAR OF PURCHASE. NO BALANCE SHEET ASSET OR LIABILITY IS INCLUDED FOR PURCHASED OR DONATED EASEMENTS, HOWEVER IF AN EASEMENT IS PLACED ON A FOUNDATION FOREST, IMPAIRMENT ON THE FOUNDATION FOREST IS RECORDED. PART V, LINE 4: THE OVERALL FINANCIAL OBJECTIVE FOR THE ASSETS OF THE ENDOWMENT FUND IS TO PROVIDE SUPPORT FOR BOTH THE OPERATING BUDGET AND THE NEEDS OF THE RESTRICTED FUNDS, WHILE MAINTAINING OR INCREASING THE PURCHASING POWER OF THE FUND. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. INCOME RELATED TO THESE PURPOSES IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME WOULD BE TAXABLE ACCORDING TO APPLICABLE INTERNAL REVENUE CODE SECTIONS. THE FOUNDATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN ITS FILED RETURNS AND RECOGNIZES THE BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WOULD BE SUSTAINED UPON AUDIT BASED SOLELY ON THE TECHNICAL MERITS OF THE TAX POSITION. THE FOUNDATION ACCRUES INTEREST AND PENALTIES ON UNCERTAIN TAX POSITIONS AS A COMPONENT OF THE PROVISION FOR INCOME TAXES. THE FOUNDATION FILES FEDERAL AND MASSACHUSETTS TAX RETURNS. THE STATUTE OF LIMITATIONS FOR THESE JURISDICTIONS ARE GENERALLY THREE YEARS. THE FOUNDATION HAD NO RETURNS UNDER EXAMINATION AS OF APRIL 30, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGES IN VALUE OF POOLED TIMBER INCOME FUND -128,344. X X X 0 0 0 0 0 0 0 0 0 ROBERT PERSCHEL EXECUTIVE DIRECTOR 195631 0 0 0 0 0 5833 0 22458 0 223922 0 0 0 ANDREA COLNES DEPUTY DIRECTOR AND CLIMAT 184260 0 0 0 0 0 5631 0 12791 0 202682 0 0 0 X 6 142127 FMV - MARKET PRICE X 2 107129 APPRAISED VALUE X DONATED GOODS AND SERVICES 4 11712 FMV OF GOODS/SERVICE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B IRS FORM 990 IS PROVIDED TO MANAGEMENT AND THE BOARD OF DIRECTORS PRIOR TO THE ANNUAL BOARD MEETING FOR REVIEW. MANAGEMENT AND THE FINANCE COMMITTEE HAVE REVIEWED THE IRS FORM 990 PRIOR TO APPROVAL. THE FINANCE COMMITTEE FORMALLY APPROVES THE IRS FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OF THE DIRECTORS ANNUALLY AFFIRMS IN WRITING THAT HE/SHE COMPLIES WITH THE FOUNDATION'S CONFLICT OF INTEREST POLICY. IF CIRCUMSTANCES ARISE DURING THE YEAR THAT PRESENT A CONFLICT OF INTEREST HE/SHE IS REQUIRED TO DISCLOSE THE CONFLICT TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A EMPLOYEE COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON POSITION REQUIREMENTS, QUALIFICATIONS, EXPERIENCE, AND SERVICE. REGIONALLY APPROPRIATE COMPARABILITY DATA IS USED IN EVALUATING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATIONS'S GOVERNING DOCUMENTS, TAX RETURNS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 298,182. MANAGEMENT AND GENERAL EXPENSES 6,246. FUNDRAISING EXPENSES 3,998. TOTAL EXPENSES 308,426. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 485,732. MANAGEMENT AND GENERAL EXPENSES 17,515. FUNDRAISING EXPENSES 2,335. TOTAL EXPENSES 505,582. FOREST MANAGEMENT SERVICE: PROGRAM SERVICE EXPENSES 180,769. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180,769. FILING FEES: PROGRAM SERVICE EXPENSES 490. MANAGEMENT AND GENERAL EXPENSES 451. FUNDRAISING EXPENSES 2,405. TOTAL EXPENSES 3,346. BANK FEES: PROGRAM SERVICE EXPENSES 22,128. MANAGEMENT AND GENERAL EXPENSES 9,473. FUNDRAISING EXPENSES 1,714. TOTAL EXPENSES 33,315. FORM 990, PART XI, LINE 9: CHANGES IN VALUE OF POOLED TIMBER INCOME FUND -128,344. FORM 990, PART XII NEW ENGLAND FORESTRY FOUNDATION'S BOARD OF DIRECTORS OVERSEES THE FINANCIAL STATEMENT AUDIT. THE BOARD REVIEWS THE FINANCIAL STATEMENTS AND FORMALLY APPROVES THEM PRIOR TO FILING. NEW ENGLAND FORESTRY FOUNDATION POOLED TIMBER INCOME FUND 32 FOSTER ST LITTLETON MA 01460 836715739 LAND CONSERVATION MA NEW ENGLAND FORESTRY FOUNDATION INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0