Patuxent Tidewater Land Tr is located in Leonardtown, MD. The organization was established in 1997. According to its NTEE Classification (C34) the organization is classified as: Land Resources Conservation, under the broad grouping of Environment and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Patuxent Tidewater Land Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Patuxent Tidewater Land Tr generated $526.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (4.6%) each year. All expenses for the organization totaled $310.8k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
PATUXENT TIDEWATER LAND TRUST (PTLT) PRESERVES RURAL LANDS FOR CURRENT AND FUTURE GENERATIONS THROUGH CONSERVATION EASEMENTS AND ENVIRONMENTAL STEWARDSHIP. IN 2023 WE ADDED EASEMENTS ON 183.5 ACRES OF LAND BRINGING OUR PROTECTED TOTAL TO 6461.5 ACRES. (SEE SCHEDULE O)
Describe the Organization's Program Activity:
Part 3 - Line 4a
EASEMENT ACQUISITION: PTLT CONTINUED TO ACQUIRE NEW EASEMENTS TO PROTECT PROPERTY IN SOUTHERN MARYLAND IN PERPETUITY. FOUR NEW EASEMENTS WERE ESTABLISHED IN 2023 PROTECTING 183.52 ADDITIONAL ACRES OF LAND AND BRINGING OUR TOTAL LAND PROTECTED TO 6461.5 ACRES. ONE OF THESE EASEMENTS WAS FUNDED STRICTLY WITH GRANTS FROM THE STATE OF MARYLAND'S RURAL LEGACY (RL) PROGRAM AND FROM ST. MARY'S COUNTY. TWO OF THE EASEMENTS USED FUNDING FROM THE RL PROGRAM AND THE DEPARTMENT OF DEFENSE READINESS AND ENVIRONMENTAL PROTECTION INTEGRATION (REPI) PROGRAM. THE FINAL EASEMENT WAS A LANDOWNER DONATION AND IS STRICTLY A FOREST CONSERVATION EASEMENT. HISTORIC SAINT MARY'S CITY NEEDED TO RELOCATE THEIR SAILING PROGRAM. TO MAKE THIS POSSIBLE, TREE CLEARING WAS NECESSARY WITHIN THE CRITICAL ZONE WHERE REGULATIONS ARE STRINGENT. THIS MEANS THAT A GROVE OF TREES MUST BE PLANTED - AND MAINTAINED - NEARBY ON THE WATERFRONT AS MITIGATION. A NEIGHBOR, AND FRIEND OF HSMC GENEROUSLY OFFERED TO PLANT SUCH A GROVE, AND TO MAINTAIN IT. PTLT IS RESPONSIBLE TO ENSURE THAT THE GROVE PLANTING MEETS REGULATIONS AND IS PRESERVED FOREVER. PTLT CONTINUED WORKING WITH LANDOWNERS TO PLACE EASEMENTS ON PROPERTIES WITHIN THE HUNTERSVILLE RURAL LEGACY AREA IN MID ST. MARY'S COUNTY MARYLAND. A 413 ACRE PROPERTY SCHEDULED TO CLOSE IN DECEMBER 2023 ACTUALLY CLOSED IN FEBRUARY 2024.
EASEMENT ACQUISITION: PTLT CONTINUED TO ACQUIRE NEW EASEMENTS TO PROTECT PROPERTY IN SOUTHERN MARYLAND IN PERPETUITY. FOUR NEW EASEMENTS WERE ESTABLISHED IN 2023 PROTECTING 183.52 ADDITIONAL ACRES OF LAND AND BRINGING OUR TOTAL LAND PROTECTED TO 6461.5 ACRES. ONE OF THESE EASEMENTS WAS FUNDED STRICTLY WITH GRANTS FROM THE STATE OF MARYLAND'S RURAL LEGACY (RL) PROGRAM AND FROM ST. MARY'S COUNTY. TWO OF THE EASEMENTS USED FUNDING FROM THE RL PROGRAM AND THE DEPARTMENT OF DEFENSE READINESS AND ENVIRONMENTAL PROTECTION INTEGRATION (REPI) PROGRAM. THE FINAL EASEMENT WAS A LANDOWNER DONATION AND IS STRICTLY A FOREST CONSERVATION EASEMENT. HISTORIC SAINT MARY'S CITY NEEDED TO RELOCATE THEIR SAILING PROGRAM. TO MAKE THIS POSSIBLE, TREE CLEARING WAS NECESSARY WITHIN THE CRITICAL ZONE WHERE REGULATIONS ARE STRINGENT. THIS MEANS THAT A GROVE OF TREES MUST BE PLANTED - AND MAINTAINED - NEARBY ON THE WATERFRONT AS MITIGATION. A NEIGHBOR, AND FRIEND OF HSMC GENEROUSLY OFFERED TO PLANT SUCH A GROVE, AND TO MAINTAIN IT. PTLT IS RESPONSIBLE TO ENSURE THAT THE GROVE PLANTING MEETS REGULATIONS AND IS PRESERVED FOREVER. PTLT CONTINUED WORKING WITH LANDOWNERS TO PLACE EASEMENTS ON PROPERTIES WITHIN THE HUNTERSVILLE RURAL LEGACY AREA IN MID ST. MARY'S COUNTY MARYLAND. A 413 ACRE PROPERTY SCHEDULED TO CLOSE IN DECEMBER 2023 ACTUALLY CLOSED IN FEBRUARY 2024.
EASEMENT MONITORING: FOR THE NINTH YEAR IN A ROW, PTLT HAS ACCOMPLISHED 100% OF ITS PROPERTY MONITORING REQUIREMENTS DURING THE COLD SEASON MONITORING PERIOD. PTLT USES AN ALL-VOLUNTEER TEAM OF MONITORS UNDER THE OVERSIGHT OF A VOLUNTEER MONITORING COORDINATOR. THIS GROUP IDENTIFIES AND EVALUATES POTENTIAL ISSUES ON EXISTING EASEMENTS AND COMPLETES, FILES, AND DISTRIBUTES MONITORING REPORTS FOR EACH PROPERTY. THESE REPORTS ARE SUBMITTED TO THE EASEMENT CO-HOLDERS AND SPONSORS. THIS LABOR-INTENSIVE EFFORT, WHILE NOT CONSUMING SIGNIFICANT FUNDING, IS CRITICAL TO ENSURING THAT THE CONSERVATION VALUE OF THE PROPERTIES IS MAINTAINED AND NO EASEMENT VIOLATIONS OCCUR. THE MARYLAND RURAL LEGACY PROGRAM GRANTS PTLT FUNDS TO MONITOR PROPERTIES FOR WHICH THEY ARE CO-HOLDERS.
EASEMENT MONITORING: FOR THE NINTH YEAR IN A ROW, PTLT HAS ACCOMPLISHED 100% OF ITS PROPERTY MONITORING REQUIREMENTS DURING THE COLD SEASON MONITORING PERIOD. PTLT USES AN ALL-VOLUNTEER TEAM OF MONITORS UNDER THE OVERSIGHT OF A VOLUNTEER MONITORING COORDINATOR. THIS GROUP IDENTIFIES AND EVALUATES POTENTIAL ISSUES ON EXISTING EASEMENTS AND COMPLETES, FILES, AND DISTRIBUTES MONITORING REPORTS FOR EACH PROPERTY. THESE REPORTS ARE SUBMITTED TO THE EASEMENT CO-HOLDERS AND SPONSORS. THIS LABOR-INTENSIVE EFFORT, WHILE NOT CONSUMING SIGNIFICANT FUNDING, IS CRITICAL TO ENSURING THAT THE CONSERVATION VALUE OF THE PROPERTIES IS MAINTAINED AND NO EASEMENT VIOLATIONS OCCUR. THE MARYLAND RURAL LEGACY PROGRAM GRANTS PTLT FUNDS TO MONITOR PROPERTIES FOR WHICH THEY ARE CO-HOLDERS.
EASEMENT COMPLIANCE: DUE IN PART TO OUR THOROUGH MONITORING PROGRAM, PTLT HAS HAD FEW EASEMENT COMPLIANCE ISSUES AND TRIES HARD TO RESOLVE THESE AMICABLY WITH LANDOWNERS. OUR VOLUNTEER BOARD MEMBERS INVESTIGATE, DOCUMENT, AND RESOLVE EACH ISSUE. PTLT HOLDS RESERVE FUNDS IN AN ENDOWMENT ACCOUNT AND HOLDS INSURANCE TO ADDRESS ANY VIOLATIONS THAT WOULD REQUIRE LEGAL OR TECHNICAL EXPERTISE. PTLT CONTINUES TO FOLLOW UP WITH LANDOWNERS ON POTENTIAL EASEMENT ISSUES TO HELP THEM ADDRESS EMERGING PROBLEMS IN A TIMELY MANNER. PTLT HAS ADOPTED A NEW POLICY OF REQUIRING EASEMENT PROPERTIES TO BE FREE OF DUMPING PRIOR TO CLOSING. THIS ENSURES OUR MONITORS CAN SPOT DUMPING CHANGES ON THE PROPERTIES EASIER. AS PART OF EASEMENT COMPLIANCE, PTLT IS ALSO KEEPING NOTES ON INLAND EROSION WHICH HAS BECOME AN INCREASING ISSUE IN THE HUNTERSVILLE AREA AFTER HURRICANE ISAIAS IN 2020. EXAMPLES OF COMPLIANCE ISSUES THAT HAVE BEEN SUCCESSFULLY ADDRESSED ARE VEGETATIVE BUFFER RESTORATION, EROSION REMEDIATION, AND REMOVAL OF MATERIAL IN VIOLATION OF DUMPING RESTRICTIONS.
EASEMENT COMPLIANCE: DUE IN PART TO OUR THOROUGH MONITORING PROGRAM, PTLT HAS HAD FEW EASEMENT COMPLIANCE ISSUES AND TRIES HARD TO RESOLVE THESE AMICABLY WITH LANDOWNERS. OUR VOLUNTEER BOARD MEMBERS INVESTIGATE, DOCUMENT, AND RESOLVE EACH ISSUE. PTLT HOLDS RESERVE FUNDS IN AN ENDOWMENT ACCOUNT AND HOLDS INSURANCE TO ADDRESS ANY VIOLATIONS THAT WOULD REQUIRE LEGAL OR TECHNICAL EXPERTISE. PTLT CONTINUES TO FOLLOW UP WITH LANDOWNERS ON POTENTIAL EASEMENT ISSUES TO HELP THEM ADDRESS EMERGING PROBLEMS IN A TIMELY MANNER. PTLT HAS ADOPTED A NEW POLICY OF REQUIRING EASEMENT PROPERTIES TO BE FREE OF DUMPING PRIOR TO CLOSING. THIS ENSURES OUR MONITORS CAN SPOT DUMPING CHANGES ON THE PROPERTIES EASIER. AS PART OF EASEMENT COMPLIANCE, PTLT IS ALSO KEEPING NOTES ON INLAND EROSION WHICH HAS BECOME AN INCREASING ISSUE IN THE HUNTERSVILLE AREA AFTER HURRICANE ISAIAS IN 2020. EXAMPLES OF COMPLIANCE ISSUES THAT HAVE BEEN SUCCESSFULLY ADDRESSED ARE VEGETATIVE BUFFER RESTORATION, EROSION REMEDIATION, AND REMOVAL OF MATERIAL IN VIOLATION OF DUMPING RESTRICTIONS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Abigail Greenwell Easement Manager | Officer | 40 | $45,000 |
Frank Allen Trustee And President | OfficerTrustee | 25 | $0 |
Robert Willey Trustee And Vice President | OfficerTrustee | 10 | $0 |
Sarah Houde Trustee And Secretary | OfficerTrustee | 5 | $0 |
Robert Prine Trustee And Treasurer | OfficerTrustee | 15 | $0 |
Ann Barnes Trustee And Treasurer | OfficerTrustee | 10 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $422,536 |
All other contributions, gifts, grants, and similar amounts not included above | $22,523 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $445,059 |
Total Program Service Revenue | $0 |
Investment income | $78,087 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $0 |
Net Income from Fundraising Events | $3,235 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $526,381 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $50,000 |
Compensation of current officers, directors, key employees. | $13,551 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $4,021 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $2,461 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $147 |
Advertising and promotion | $0 |
Office expenses | $226 |
Information technology | $1,602 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $343 |
Depreciation, depletion, and amortization | $0 |
Insurance | $3,716 |
All other expenses | $0 |
Total functional expenses | $310,771 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $1,631,100 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $403,638 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $2,034,738 |
Accounts payable and accrued expenses | $1,400,010 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $1,400,010 |
Net assets without donor restrictions | $207,756 |
Net assets with donor restrictions | $426,972 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $2,034,738 |