Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 3,325,602 | 4,810,630 | 5,781,087 | 2,993,511 | 5,586,834 | 22,497,664 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 3,325,602 | 4,810,630 | 5,781,087 | 2,993,511 | 5,586,834 | 22,497,664 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 4,659,393 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 17,838,271 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,325,602 | 4,810,630 | 5,781,087 | 2,993,511 | 5,586,834 | 22,497,664 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 27,103 | 44,272 | 67,651 | 123,949 | 95,787 | 358,762 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 10,783 | 48,069 | 15,576 | 15,380 | 29,106 | 118,914 |
| 11 | Total support. Add lines 7 through 10. | 22,975,340 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | MISCELLANEOUS 89,808 |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | LAND ACQUISITION: THE NORTH CAROLINA COASTAL LAND TRUST COMPLETED NINE SEPARATE CONSERVATION TRANSACTIONS IN SEVEN COUNTIES, PROTECTING MORE THAN 2,496 ACRES DURING THE FISCAL YEAR. MOVING NORTH TO SOUTH, THE ACQUISITIONS COMPLETED ARE THE FOLLOWING: - IN THE NORTHEAST, WE ACQUIRED A 24-ACRE WETLAND ON OCRACOKE ISLAND, AND A 155-ACRE TRACT OF MAGNIFICENT BOTTOMLAND HARDWOOD FORESTS ON THE MEHERRIN RIVER, JUST SOUTH OF THE VIRGINIA STATE LINE. - WE CLOSED THREE ACQUISITIONS IN THE MID-COAST, COMPLETED IN PARTNERSHIP WITH THE US MARINE CORPS AT CHERRY POINT, PROTECTING BOTH MILITARY READINESS AND CONSERVATION RESOURCES: A) 302 ACRES ADJACENT TO CROATAN NATIONAL FOREST BENEATH A FLYWAY ALONG MILL CREEK; AND NEAR THE MAIN BASE, B) 84 ACRES OF FOREST ALONG DAM CREEK AND C) 6.78 ACRES OF MARSHES AND GRASSES THE NEUSE RIVER, THE LATTER OF WHICH PROVIDES HABITAT FOR A RARE BUTTERFLY. - IN THE CAPE FEAR RIVER WATERSHED, WE ACQUIRED TWO GREAT WATERFOWL AND WILDLIFE TRACTS AND THEN DONATED THEM TO THE NC WILDLIFE RESOURCES COMMISSION TO ADD TO PUBLIC GAMELANDS: A) THE 1,000+ ACRE ANGOLA BAY PARCEL NEAR THE NORTHEAST CAPE FEAR RIVER AND B) THE 174 MCEACHERN PARCEL ON THE CAPE FEAR ITSELF. - FINALLY, STAFF COMPLETED A SECOND 670+ ACRE TRACT ALONG THE NATIONALLY SIGNIFICANT WACCAMAW RIVER, LOCATED JUST SOUTH OF WACCAMAW STATE PARK, ADDING TO THE WACCAMAW "BLUE TRAIL". STAFF COMPLETED "PRE-ACQUISITION WORK," INCLUDING GRANT-WRITING, APPRAISALS AND DUE DILIGENCE ON A SCORE OF OTHER PROJECTS, WHICH WILL BE CLOSED IN THE FUTURE. FINALLY, WE RAISED 50,000 IN A FOUNDATION GRANT, WHICH WE THEN RE-GRANTED TO THE CITY OF NEW BERN FOR ITS USE TO BUY A PARCEL OF PROPERTY ON LAWSON'S CREEK, TO ADD TO ITS "NEUSE GATEWAY" PROJECT. |
| FORM 990, PAGE 2, PART III, LINE 4B | LAND STEWARDSHIP: STAFF BIOLOGISTS AND INTERNS MONITORED ALL OF OUR PROPERTIES DURING CALENDAR YEAR 2016, AND POSTED AND PAINTED BOUNDARIES OF ALL NEW PROPERTIES ACQUIRED. AT EVERETT CREEK PRESERVE, WE REMOVED MIDSTORY HARDWOODS AND SMALL PINE IN A 33-ACRE SECTION OF LONGLEAF FLATWOODS, ALLOWING SUNLIGHT TO REACH THE FOREST FLOOR, PREPARING FOR A BURN IN FY 17. WE ALSO CREATED A POLLINATOR MEADOW OUT OF A SECTION OF A FORMER GRASSED AIRPLANE RUNWAY, AND WEEDED OUT INVASIVES. AT GALES CREEK PRESERVE, WE COMPLETED A PRESCRIBED BURN ON ABOUT 50 ACRES, AND ROAD REPAIRS WERE UNDERTAKEN TO FACILITATE USE BY SCOUTING AND SCHOOL GROUPS. AT SPRINGER'S POINT PRESERVE AT OCRACOKE ISLAND, STAFF AND VOLUNTEERS JOINED TOGETHER TO MAINTAIN THE OYSTER BAGS IN THE "LIVING SHORELINE" RESTORATION PROJECT, AND PLANT MARSH GRASS. |
| FORM 990, PAGE 2, PART III, LINE 4C | CONSERVATION PLANNING: THE NORTH CAROLINA COASTAL LAND TRUST COMPLETED ITS MOST SIGNIFICANT CONSERVATION PLANNING EFFORT TO DATE, RESEARCHING AND DEVELOPING A DATABASE OF THE "TOP 40" PRIORITY CONSERVATION SITES IN THE COASTAL PLAIN, WHICH WAS APPROVED BY THE BOARD OF DIRECTORS TO GUIDE THE ORGANIZATION'S EFFORTS OVER THE NEXT 10 YEARS. IN ADDITION, THE COASTAL LAND TRUST CONTINUED ITS PARTICIPATION IN THE CAPE FEAR ARCH CONSERVATION COLLABORATION, AND THE ONSLOW BIGHT INITIATIVE, IN WHICH VARIOUS FEDERAL, STATE AND NON-GOVERNMENTAL ORGANIZATIONS INTERESTED IN CONSERVATION RESOURCES IN THE ONSLOW BIGHT AREA ARE POOLING RESOURCES AND PERSONNEL. |
| FORM 990, PAGE 2, PART III, LINE 4D | CONSERVATION EDUCATION: THE COASTAL LAND TRUST'S SIGNATURE OUTREACH EVENT FOR CHILDREN, THE "FLYTRAP FROLIC" HAD MORE THAN 500 CHILDREN AND OTHER VISITORS TO COME LEARN ABOUT THE VENUS FLYTRAP AND OTHER NATIVE PLANTS. A "POLLINATOR PLANTING" FOR CHILDREN WAS HELD AT THE COASTAL LAND TRUST'S NATURE PRESERVE AT EVERETT CREEK PRESERVE. THE COASTAL LAND TRUST HELD AN ANNUAL MEETING OF ITS MEMBERS, A "FIELD DAY AT FIVE EAGLES FARM" IN PENDER COUNTY, A "ROAST FOR THE COAST" OYSTER ROAST IN NAGS HEAD, AND A GOLF TOURNAMENT IN WILMINGTON. THE COASTAL LAND TRUST PREPARED AND DISTRIBUTED REGULAR PRESS RELEASES ABOUT ITS PROJECTS TO THE COMMUNITY, AND MAINTAINED AND UPDATED ITS WEBSITES AND SOCIAL MEDIA PAGES. JANICE ALLEN, DEPUTY DIRECTOR, WAS AWARDED THE "ORDER OF THE LONGLEAF PINE" BY THE GOVERNOR, WHICH WE CELEBRATED. |
| FORM 990, PAGE 6, PART VI, LINE 11B | ELECTRONIC COPY OF FORM 990 DISTRIBUTED TO BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ON AT LEAST AN ANNUAL BASIS THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. ANYONE FOUND NOT IN COMPLIANCE MUST COMPLY OR RISK LOSING HIS/HER POSITION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND DETERMINES THE DIRECTOR'S COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 15B | OTHER EMPLOYEE SALARIES REVIEWED AS PART OF BUDGET PREPARATION AND APPROVAL PROCESS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | FORM 1023 AND FORM 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST DURING REGULAR BUSINESS HOURS. |
| FORM 990, PART XI, LINE 9 | SPECIAL EVENTS EXPENSES NOT NETTED WITH REVENUES IN F/S 43,771 SPECIAL EVENTS EXPENSES INCLUDED IN EXPENSES ON F/S -43,771 |
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