2025-05-12T13:24:11-05:00 2024-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2023-07-01 311711213 PHILANDER CHASE CONSERVANCY PHIL 7404275181 209 CHASE AVENUE GAMBIER OH 43022 JULIE KORNFELD TRUSTEE 7404275181 2025-05-03 1 0 CHRISTOPHER B ANDERSON P00226559 2163630100 2023 2025-03-06 01:10:19Z AMY HENRICKSEN 209 CHASE AVE GAMBIER OH 43022 2423410 0 X KENYON.EDU/PHILANDER-CHASE-CONSERVANCY X 2000 OH TO PROTECT THE NATURAL BEAUTY OF FARMS, WOODLANDS, WATERS AND OPEN SPACES SURROUNDING KENYON COLLEGE AND TO PRESERVE THE RURAL CHARACTER OF THE REGION AT LARGE. 14 14 0 0 0 0 587932 2267484 28194 36724 33080 -67575 0 0 649206 2236633 0 0 0 0 248761 237754 0 0 8844 119174 172913 367935 410667 281271 1825966 5005521 6746805 161749 1622 4843772 6745183 TO PROTECT THE NATURAL BEAUTY OF FARMS, WOODLANDS, WATERS AND OPEN SPACES SURROUNDING KENYON COLLEGE AND TO PRESERVE THE RURAL CHARACTER OF THE REGION AT LARGE. 0 0 390378 0 36724 THE PHILANDER CHASE CONSERVANCY WORKS TO PRESERVE NATURAL LANDS AND OTHER LANDS OF ENVIRONMENTAL, HISTORIC, OR CULTURAL IMPORTANCE IN THE ENVIRONS OF KENYON COLLEGE AND WORKS TO ESTABLISH COOPERATIVE RELATIONSHIPS WITH OTHER PRIVATE ORGANIZATIONS AND GOVERNMENT AGENCIES SHARING COMMON GOALS. 390378 1 1 0 0 0 0 1 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 OH X NICHOLAS NEUERER 7404275945 209 CHASE AVE GAMBIER OH 43022 RICHARD S ALPER TRUSTEE 1.00 0.00 X 0 0 0 SAM BARONE TRUSTEE 1.00 0.00 X 0 0 0 CATHERINE BROADHEAD TRUSTEE 1.00 0.00 X 0 0 0 LISA CONEY TRUSTEE 1.00 0.00 X 0 0 0 KATHY DECOSTER TRUSTEE 1.00 0.00 X 0 0 0 LINDA D FINDLAY TRUSTEE 1.00 0.00 X 0 0 0 ANNE C GRIFFIN TRUSTEE 1.00 0.00 X 0 0 0 MEREDITH C MOORE TRUSTEE 1.00 0.00 X 0 0 0 NEIL MORTINE TRUSTEE 1.00 0.00 X 0 0 0 ROBERT G SYKES TRUSTEE 1.00 0.00 X 0 0 0 J WOLFE TONE TRUSTEE 1.00 0.00 X 0 0 0 GARRICK VANCE TRUSTEE 1.00 0.00 X 0 0 0 WENDY WEBSTER TRUSTEE 1.00 0.00 X 0 0 0 ZALI WIN TRUSTEE 1.00 0.00 X 0 0 0 BILL J YOST TRUSTEE 1.00 0.00 X 0 0 0 KHARA STRUM DIRECTOR 40.00 0.00 X 113057 0 15819 JILL SHRIVER OFFICE MANAGER 40.00 0.00 X 43277 0 30903 JULIE KORNFELD PRESIDENT(BEG.10/23) 1.00 40.00 X 0 161683 28582 JEFF BOWMAN ACTING PRESIDENT(THROUGH 9/23) 1.00 40.00 X 0 343934 45241 156334 505617 120545 1 0 1 0 0 250969 2016515 2267484 PROGRAM-RELATED INTEREST INC. 900099 22246 22246 LAND LEASE CONTRACT PYMTS. 900099 14478 14478 36724 76969 76969 42233 0 186777 42233 -186777 -144544 -144544 2236633 36724 0 -67575 176896 159207 8845 8844 34242 34242 3054 3054 10458 10458 13104 13104 51297 51297 2600 2600 61723 61723 3091 3091 5180 5180 8 8 7968 7968 3078 3078 EASEMENT PAYMENTS 20708 20708 REAL ESTATE TAXES 5983 5983 DUES & MEMBERSHIPS 3151 3151 UTILITIES 2985 2985 5141 5141 410667 390378 11445 8844 2196420 2789128 9591 0 426638 424638 2040193 30290 1491638 2009903 881234 1523136 5005521 6746805 161749 1622 161749 1622 X 2698390 3476968 2145382 3268215 4843772 6745183 5005521 6746805 1825966 75445 0 X 0 1 X 0 0 X X 1 KENYON COLLEGE 314379507 2 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 47 5207.90 0 0 0 1 1 75.00 1000 1 912828 533750 118919 1565497 841737 30238 40853 912828 659943 236400 -54606 841737 204193 325000 139700 8950 659943 105048 97381 1764 204193 0.00000 0.85300 0.14700 0 1 1 1916682 1916682 123511 30290 93221 2009903 X PART II, LINE 9: REPORTING OF CONSERVATION EASEMENTS - THE ORGANIZATION DOES NOT REPORT REVENUE UPON THE GIFTING OF A CONSERVATION EASEMENT. IT HAS NOT RECORDED ANY EXPENSES DIRECTLY INVOLVING AN EASEMENT, WITH THE EXCEPTION OF ANY MONITORING AND LEGAL COSTS. PHILANDER CHASE CONSERVANCY ALSO DOES NOT RECORD EASEMENTS ON ITS BALANCE SHEET. PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS - PHILANDER CHASE CONSERVANCY USES ITS ENDOWMENT FUNDS TO SUPPORT ITS NATURAL RESOURCES CONSERVATION ACTIVITIES. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE - THE FOLLOWING FOOTNOTE APPEARS IN THE CONSOLIDATED FINANCIAL STATEMENTS OF KENYON COLLEGE, PHILANDER CHASE CONSERVANCY, AND OTHER RELATED ENTITIES: FEDERAL INCOME TAXES - THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE COLLEGE, THE KENYON REVIEW, THE GUND GALLERY, THE KOKOSING NATURE PRESERVE AND THE PHILANDER CHASE CONSERVANCY ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS PUBLIC CHARITIES DESCRIBED IN SECTION 501(C)(3); ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE KENYON INN MANAGEMENT COMPANY IS SUBJECT TO FEDERAL INCOME TAXES, WHICH FOR JUNE 30, 2024 AND 2023 WERE NOT SIGNIFICANT TO THESE CONSOLIDATED FINANCIAL STATEMENTS. THERE WERE NO UNRECOGNIZED TAX BENEFITS AS OF JUNE 30, 2024. THE INCOME TAX RETURNS FOR ALL ENTITIES REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, AS WELL AS VARIOUS STATE AND LOCAL TAXING AUTHORITIES, GENERALLY FOR THREE YEARS. PART II, LINES 6 & 7 - MONITORING INFORMATION: CONSERVATION AND AGRICULTURAL EASEMENTS ARE MONITORED AT LEAST ONCE PER YEAR. THE MONITOR USUALLY WALKS THE PROPERTY WITH THE LANDOWNER AND/OR HIS REPRESENTATIVE, TAKES PHOTOGRAPHS, AND FILES A REPORT WITH THE NEW PHOTOGRAPHS. ONE COPY OF THE REPORT IS GIVEN TO THE LANDOWNER AND ONE COPY IS KEPT IN THE PHILANDER CHASE CONSERVANCY STEWARDSHIP FILE. 1 0 0 0 0 0 0 0 0 0 JEFF BOWMAN ACTING PRESIDENT(THROUGH 9/23) 0 343934 0 0 0 0 0 31350 0 13891 0 389175 0 0 JULIE KORNFELD PRESIDENT(BEG.10/23) 0 145841 0 0 0 15842 0 14250 0 14332 0 190265 0 0 PART I, LINE 1B WRITTEN POLICY FOR REIMBURSEMENT OF EXPENSES - THE PRESIDENT OR ACTING PRESIDENT OF KENYON COLLEGE (A RELATED SECTION 501(C)(3) ORGANIZATION), APPROVES BENEFITS FOR CERTAIN EXECUTIVES ON A CASE-BY-CASE BASIS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION - THE SOLE MEMBER OF PHILANDER CHASE CONSERVANCY IS KENYON COLLEGE. FORM 990, PART VI, SECTION A, LINE 7A MEMBER'S POWER TO ELECT TRUSTEES - AS THE SOLE MEMBER, KENYON COLLEGE HAS THE POWER TO APPOINT ALL OF THE BOARD MEMBERS OF PHILANDER CHASE CONSERVANCY. FORM 990, PART VI, SECTION A, LINE 7B APPROVAL OF DECISIONS OF GOVERNING BODY - AS THE SOLE MEMBER, KENYON COLLEGE HAS APPROVAL RIGHTS OVER THE DECISIONS OF THE BOARD OF DIRECTORS OF PHILANDER CHASE CONSERVANCY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW - FORM 990 IS REVIEWED BY THE DIRECTOR, THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF PHILANDER CHASE CONSERVANCY, THE CONTROLLER OF KENYON COLLEGE, AND CERTAIN BOARD MEMBERS OF KENYON COLLEGE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 PROVIDED TO GOVERNING BODY - THE ORGANIZATION HAS DISTRIBUTED FORM 990 TO THE FULL BOARD OF TRUSTEES WITH THE EXCEPTION OF DONOR INFORMATION ON SCHEDULE B. BECAUSE OF SCHEDULE B'S PRIVATE AND CONFIDENTIAL NATURE, THE BOARD HAS DELEGATED THE AUTHORITY AND RESPONSIBILITY FOR REVIEWING THAT SCHEDULE TO THE CHAIR OF THE BOARD AND THE CHAIR OF THE AUDIT SUBCOMMITTEE OF KENYON COLLEGE, THE SOLE MEMBER OF PHILANDER CHASE CONSERVANCY. AS SUCH, WE ARE REQUIRED TO ANSWER "NO" TO THE QUESION ON LINE 11A EVEN THOUGH A COPY OF FORM 990 (WITH REDACTED DONOR INFORMATION ON SCHEDULE B) WAS PROVIDED TO THE TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY - THE ORGANIZATION'S CONFLICT POLICY IS DISTRIBUTED AT THE FALL MEETING OF THE BOARD OF TRUSTEES. ANNUALLY, OFFICERS AND TRUSTEES ARE ASKED TO DISCLOSE CONFLICTS, AND THESE DISCLOSURES ARE MONITORED. IF A CONFLICT ARISES, THE PERSON IS NOT PERMITTED TO VOTE OR PARTICIPATE IN THE DISCUSSION OF THE PROPOSED TRANSACTION. PEOPLE WHO ARE INDEPENDENT OF THE INDIVIDUAL WITH THE CONFLICT MAKE THE DECISION ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL - THERE IS NO STANDING BOARD COMMITTEE FOR COMPENSATION FOR THE OFFICERS AND OTHER EMPLOYEES OF PHILANDER CHASE CONSERVANCY. PHILANDER CHASE CONSERVANCY MIRRORS THE STANDARD PERCENTAGE COST OF LIVING INCREASES FROM KENYON COLLEGE, THE SOLE MEMBER OF PHILANDER CHASE CONSERVANCY. THE BOARD OF PHILANDER CHASE CONSERVANCY APPROVES ANY ADJUSTMENT TO BASE SALARIES ABOVE THIS STANDARD PERCENTAGE IN A GIVEN YEAR DURING AN EXECUTIVE SESSION OF A BOARD MEETING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS - THE ORGANIZATION DOES NOT GENERALLY MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, OR CONFLICT POLICY AVAILABLE TO THE PUBLIC. KENYON COLLEGE 209 CHASE AVENUE GAMBIER OH 43022 314379507 COLLEGE OH 501(C)(3) LINE 2 N/A 0 THE KENYON REVIEW 209 CHASE AVENUE GAMBIER OH 43022 311443804 PUBLICATIONS OH 501(C)(3) LINE 7 KENYON COLLEGE 0 GRAHAM GUND GALLERY 209 CHASE AVENUE GAMBIER OH 43022 463140140 ART GALLERY OH 501(C)(3) LINE 12A, I KENYON COLLEGE 0 KOKOSING NATURE PRESERVE 209 CHASE AVENUE GAMBIER OH 43022 472482300 CEMETERY OH 501(C)(13) KENYON COLLEGE 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0