TY 2020 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) ANDREA COOPER...................................................................... EXECUTIVE DI	40.00 .................		X	94,231	12,000
(2) MIKE BAUR...................................................................... BOARD	0.40 .................	X		0	0
(3) CHARLES DALTON...................................................................... BOARD	0.40 .................	X		0	0
(4) SAM ERWIN...................................................................... BOARD	0.60 .................	X		0	0
(5) MARIANNA HABISREUTINGER...................................................................... BOARD	0.40 .................	X		0	0
(6) MARY HAQUE...................................................................... BOARD	0.40 .................	X		0	0
(7) MARGARET HARRISON...................................................................... BOARD	0.40 .................	X		0	0
(8) GLENN HILLIARD...................................................................... SECRETARY/VI	0.60 .................	X	X	0	0
(9) ALLEN JACOBY...................................................................... BOARD	0.40 .................	X		0	0
(10) JOE JAMES...................................................................... BOARD	0.40 .................	X		0	0
(11) EMELYN JONES...................................................................... BOARD	0.40 .................	X		0	0
(12) JOHN KEITH...................................................................... BOARD	0.40 .................	X		0	0
(13) THOMAS KESTER...................................................................... TREASURER	0.40 .................	X	X	0	0
(14) JOE LESESNE...................................................................... BOARD	0.40 .................	X		0	0
(15) ERWIN MADDREY...................................................................... CHAIR	0.60 .................	X	X	0	0
(16) CHARLIE MICKEL...................................................................... BOARD	0.40 .................	X		0	0
(17) CHRIS RICHARDSON...................................................................... BOARD	0.60 .................	X		0	0

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

UPSTATE FOREVER

Employer identification number

57-1070433

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2020

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	2,345,177	1,740,371	3,501,430	1,871,764	1,349,917	10,808,659
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	2,345,177	1,740,371	3,501,430	1,871,764	1,349,917	10,808,659
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)..						1,525,347
6	Public support. Subtract line 5 from line 4.						9,283,312

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(f) Total
7	Amounts from line 4..	2,345,177	1,740,371	3,501,430	1,871,764	1,349,917	10,808,659
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	81,726	62,544	156,682	103,359	15,820	420,131
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.)..	60,231	51,237	54,996	46,536	28,644	241,644
11	Total support. Add lines 7 through 10						11,470,434

Gross receipts from related activities, etc. (see instructions) ..................

208,995

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 6, column (f) divided by line 11, column (f)) .........

80.930 %

Public support percentage for 2019 Schedule A, Part II, line 14 ...............

86.030 %

16a

33 1/3% support test—2020. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2019. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) 2020	(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.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2020 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2019 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2020 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2019 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2020. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2019. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990 or 990-EZ) 2020

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2020

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described in lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described in 11a above?

11b

A 35% controlled entity of a person described in line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2020

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
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):
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 0.015 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 0.035	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990 or 990-EZ) 2020

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2020 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2020	(iii) Distributable Amount for 2020
1 Distributable amount for 2020 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2020:
a From 2015.......
b From 2016.......
c From 2017.......
d From 2018.......
e From 2019.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2020 distributable amount
i Carryover from 2015 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2020 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2020 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2021. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2016.....
b Excess from 2017.....
c Excess from 2018.....
d Excess from 2019.....
e Excess from 2020.....

Schedule A (Form 990 or 990-EZ) (2020)

Schedule A (Form 990 or 990-EZ) 2020

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART II, LINE 10	CONSULTING FEES 241,644

Schedule A (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Name of the organization

UPSTATE FOREVER

Employer identification number

57-1070433

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2

Name of organization UPSTATE FOREVER

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 3

Name of organization UPSTATE FOREVER		Employer identification number 57-1070433

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Page 4


Name of organization UPSTATE FOREVER			Employer identification number 57-1070433
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

UPSTATE FOREVER

Employer identification number

57-1070433

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b........... SchCMd Bullet

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2020

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(a) Filing organization's totals	(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................	40,890
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................	28,788
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................	69,678
d	Other exempt purpose expenditures ...............................................................................	1,900,844
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................	1,970,522
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.	248,526
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................	62,132
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................		Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) Total

2a	Lobbying nontaxable amount	250,874	239,631	233,606	248,526	972,637

b	Lobbying ceiling amount (150% of line 2a, column(e))					1,458,956

c	Total lobbying expenditures	70,000	70,000	70,000	69,678	279,678

d	Grassroots nontaxable amount	62,719	59,908	58,402	62,132	243,161

e	Grassroots ceiling amount (150% of line 2d, column (e))					364,742

f	Grassroots lobbying expenditures	35,000	35,000	35,000	40,890	145,890

Schedule C (Form 990 or 990-EZ) 2020

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation

Schedule C (Form 990 or 990EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

UPSTATE FOREVER

Employer identification number

57-1070433

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.

			Held at the End of the Year
a	Total number of conservation easements ......................	2a	133
b	Total acreage restricted by conservation easements ....................	2b	25,822.00
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

2507.00

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

$ 87,087

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2020

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	4,341,857	3,713,446	3,991,763	3,683,126	3,528,543
b	Contributions ...	223,342	93,473	87,770	18,121	107,560
c	Net investment earnings, gains, and losses	658,184	671,557	-236,130	481,660	242,989
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	-71,435	-136,619	-129,957	-191,144	-195,966
f	Administrative expenses ....
g	End of year balance ......	5,151,948	4,341,857	3,713,446	3,991,763	3,683,126

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

56.000 %

Permanent endowment SchDMd Bullet

44.000 %

Term endowment SchDMd Bullet

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .......................

3a(i)

(ii) Related organizations .......................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	62,500		62,500
b	Buildings ....	770,597	235,860	534,737
c	Leasehold improvements
d	Equipment ....	26,491	17,748	8,743
e	Other .....
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				605,980

Schedule D (Form 990) 2020

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)LAND HELD FOR RESALE				421,000
(2)INVESTMENT IN MVC PRIVATE EQ FUND				214,037
(3)STATE UNEMPLOYMENT RESERVE				12,300
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				647,337

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2020

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	2,086,605
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	598,705
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d	105,814
e	Add lines 2a through 2d .....................			2e	704,519
3	Subtract line 2e from line 1..................			3	1,382,086
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	1,382,086

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	1,970,522
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d	105,814
e	Add lines 2a through 2d....................			2e	105,814
3	Subtract line 2e from line 1...................			3	1,864,708
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	1,864,708

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
SCHEDULE D, PAGE 1, PART II, LINE 5	POLICY I.PURPOSE LAND CONSERVATION MONITORS WILL CONDUCT, AT A MINIMUM, AN ANNUAL INSPECTION OF EACH PROPERTY ON WHICH UPSTATE FOREVER HOLDS A CONSERVATION AGREEMENT. THE PURPOSES OF THESE MONITORING INSPECTIONS ARE, AMONG OTHER THINGS, TO: A.OBSERVE AND DOCUMENT COMPLIANCE WITH THE TERMS OF THE CONSERVATION AGREEMENT OR OTHER LAND RESTRICTIONS TO BE ENFORCED BY UPSTATE FOREVER, WHERE APPLICABLE; B.TIMELY ENFORCE CONSERVATION AGREEMENT TERMS, WHERE APPLICABLE; C.REINFORCE THE CONSERVATION VALUES/LIMITATIONS WITH LANDOWNERS, NEIGHBORS, AND THIRD-PARTIES, WHERE APPLICABLE; D.CONFIRM CURRENT OWNERSHIP OF CONSERVED PROPERTIES; E.GUARD AGAINST UNAUTHORIZED BOUNDARY ENCROACHMENTS; F.GUARD AGAINST IMPERMISSIBLE USES BY THIRD-PARTIES; AND G.OBSERVING THE GENERAL CONDITION OF THE LAND SUCH THAT UPSTATE FOREVER MAY BE INFORMED OF THE SAME. II.MONITORING VISITS A.NUMBER OF VISITS. ALL PROPERTIES WILL BE MONITORED AT LEAST ONCE PER YEAR. MORE FREQUENT MONITORING VISITS MAY BE NECESSARY BECAUSE OF THE FOLLOWING FACTORS: 1.CHANGE OF OWNERSHIP; 2.RECEIPT OF A RESERVED RIGHTS REQUEST; 3.THE EXERCISE OF SIGNIFICANT RESERVED RIGHT(S); 4.SPECIAL INVITATION BY THE LANDOWNER; 5.SUSPICION OF VIOLATION; 6.VIOLATIONS IDENTIFIED; 7.REMEDIES IN PROCESS IN RESPONSE TO A VIOLATION; AND 8.OTHER CAUSES FOR CONCERN. B.LANDOWNER NOTIFICATION. LAND CONSERVATION MONITORS SHALL CONTACT THE LANDOWNER OR LANDOWNER'S REPRESENTATIVE AND ATTEMPT TO ARRANGE A MUTUALLY AGREEABLE TIME TO CONDUCT THE ANNUAL MONITORING INSPECTION SO THAT THE LANDOWNER OR A REPRESENTATIVE MAY ATTEND THE INSPECTION. SUCH PARTICIPATION IS NOT A REQUIREMENT BUT IS DESIRABLE. C.INSPECTION. TAKING INTO CONSIDERATION ACCESSIBILITY AND THE SPECIFIC CHARACTERISTICS OF THE PROPERTY BEING INSPECTED, MONITORS SHALL ATTEMPT TO CHECK BOUNDARIES AND ANY AREA OF ACTIVITY WHICH WARRANTS OBSERVATION. FOR PROPERTIES WITH LIMITED ACCESSIBILITY, ALTERNATIVE MEANS OF INSPECTION, SUCH AS AERIAL OR RIVERINE-BASED OBSERVATIONS, MAY BE CONDUCTED PERIODICALLY. D.POTENTIAL VIOLATIONS. IF A POTENTIAL VIOLATION IS OBSERVED, THE LAND CONSERVATION DIRECTOR SHALL BE NOTIFIED IMMEDIATELY BY THE LAND CONSERVATION MONITOR. III.POST-MONITORING PROCESS THE FINDINGS OF THE INSPECTION SHALL BE DOCUMENTED IN ACCORDANCE WITH THE LAND CONSERVATION MONITORING PROCEDURES. A COPY OF THE MONITORING REPORT WILL BE PROVIDED TO THE LANDOWNER, WHERE APPLICABLE. LAND CONSERVATION MONITORS WILL ADHERE TO PROCEDURES TO ASSURE THAT QUESTIONS THAT ARISE DURING MONITORING INSPECTIONS OR ANY ACTIVITIES THAT ARE IN CONFLICT WITH RELEVANT LIMITATIONS FOR THAT GIVEN PROPERTY ARE ADDRESSED IN A TIMELY MANNER, WHILE PRESERVING UPSTATE FOREVER'S ENFORCEMENT RIGHTS, WHERE APPLICABLE, AND PRESERVING UPSTATE FOREVER'S RAPPORT WITH LANDOWNERS/DONORS. POST-INSPECTION ACTIVITIES ARE ALSO GOVERNED BY UPSTATE FOREVER'S RECORDS RETENTION AND ENFORCEMENT POLICIES. ONLY THE LAND CONSERVATION DIRECTOR, IN CONSULTATION WITH THE EXECUTIVE DIRECTOR, CAN DECLARE A VIOLATION AND DETERMINE THE APPROPRIATE COURSE OF ACTION TO BE TAKEN. IV.MONITORS THE UPSTATE FOREVER'S MONITORS, BOTH STAFF AND VOLUNTEER, WILL WORK UNDER THE DIRECT SUPERVISION OF THE LAND CONSERVATION DIRECTOR OR DESIGNATED STEWARDSHIP STAFF. PRIOR TO COMMENCING MONITORING, ANYONE INVOLVED WITH THE INSPECTION SHALL RECEIVE INSTRUCTIONS ON THE PURPOSE AND PROCESS FOR PERFORMING AN INSPECTION IN A SAFE AND PROFESSIONAL MANNER CONSISTENT WITH THE NEEDS OF UPSTATE FOREVER.
SCHEDULE D, PAGE 1, PART II, LINE 9	CONSERVATION EASEMENTS DONATED TO THE ORGANIZATION ARE RECORDED AT A ZERO VALUE IN THE STATEMENT OF FINANCIAL POSITION, THE STATEMENT OF ACTIVITIES AND THE STATEMENT OF FUNCTIONAL EXPENSES. CONSERVATION EASEMENTS THAT ARE PURCHASED ARE RECORDED AT A ZERO VALUE IN THE STATEMENT OF FINANCIAL POSITION, AND ARE SHOWN AS AN EXPENSE IN THE STATEMENT OF ACTIVITIES, STATEMENT OF FUNCTIONAL EXPENSES AND STATEMENTS OF CASH FLOWS. THE FUNDING SOURCE THAT ENABLES THE PURCHASE OF THESE EASEMENTS IS SHOWN AS A REVENUE IN THE STATEMENT OF ACTIVITIES AND STATEMENTS OF CASH FLOWS, RESULTING IN A NET ZERO EFFECT ON NET ASSETS.
SCHEDULE D, PAGE 4, PART XI, LINE 2D	LOSS ON SALE OF ASSETS REPORTED IN FUNCTIONAL EXPENSES 105,814
SCHEDULE D, PAGE 4, PART XII, LINE 2D	LOSS ON SALE OF ASSETS REPORTED IN FUNCTIONAL EXPENSES 105,814

Schedule D (Form 990) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization
UPSTATE FOREVER

Employer identification number

57-1070433

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2020

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 AWARDS LUNCHEON (event type)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	40,340	40,340
2	Less: Contributions . . . .	39,600	39,600
3	Gross income (line 1 minus line 2) . . . . . .	740	740

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .
7	Food and beverages . . .	15,014	15,014
8	Entertainment . . . .
9	Other direct expenses . . .	21,308	21,308
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		36,322
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		-35,582

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2020

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public Inspection

Name of the organization

UPSTATE FOREVER

Employer identification number

57-1070433

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	9	61,804	MARKET VALUE
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( )
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 51227J

Schedule M (Form 990) (2020)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2020)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2020

Open to Public
Inspection

Name of the organization

UPSTATE FOREVER

Employer identification number

57-1070433

Return Reference	Explanation
FORM 990	CONSERVATIONS EASEMENTS DONATED TO THE ORGANIZATION ARE RECORDED AT A ZERO VALUE IN THE STATEMENT OF FINANCIAL POSITION, THE STATEMENT OF ACTIVITIES AND THE STATEMENT OF FUNCTIONAL EXPENSES. CONSERVATION EASEMENTS THAT ARE PURCHASED ARE RECORDED AT A ZERO VALUE IN THE STATEMENT OF FINANCIAL POSITON, AND ARE SHOWN AS AN EXPENSE IN THE STATEMENT OF ACTIVITIES, STATEMENT OF FUNCTIONAL EXPENSES AND STATEMENT OF CASH FLOWS. THE FUNDING SOURCE THAT ENABLES THE PURCHASE OF THESE EASEMENTS IS SHOWN AS A REVENUE IN THE STATEMENT OF ACTIVITIES AND STAEMENT OF CASH FLOWS, RESULTING IN A NET ZERO EFFECT ON NET ASSETS.
FORM 990, PAGE 1, PART I, LINE 6	VOLUNTEERS PROVIDED APPROXIMATELY 436 HOURS OF SERVICE IN 2020.
FORM 990, PAGE 2, PART III, LINE 4A	CLEAN WATER: IN 2020, THE CLEAN WATER PROGRAM COLLABORATED WITH DRINKING WATER UTILITIES IN GREENWOOD AND LAURENS COUNTIES IN SOUTH CAROLINA TO DEVELOP A SOURCE WATER PROTECTION PLAN IN THE LAKE GREENWOOD WATHERSHEDS. THIS WATERSHED PLAN WAS DEVELOPED IN PARTNERSHIP WITH SC RURAL WATER ASSOCIATION AND HELPS TO PROTECT THIS CRITICAL DRINKING WATER RESOURCES BY DEVISING POLLUTION REDUCTION STRATEGIES FOR BACTERIA, NUTRIENT, AND SEDIMENT POLLUTION IN THESE AREAS. WORKED WITH PARTNERS TO INSTALL A VARIETY OF BEST MANAGEMENT PRACTICES (BMPS) TO REDUCE WATER POLLUTION INCLUDING REPAIRING SEPTIC SYSTEMS AND INSTALLING AGRICULTURAL PROJECTS (I.E., CROSS FENCING, ALTERNATE WATERING SOURCES, COVER CROPS) AND REPAIRED 1,000 FEET OF STREAM BANK BY INSTALLING NATIVE PLANTS, IN THE TYGER RIVER WATERSHED IN GREENVILLE AND SPARTANBURG COUNTIES TO IMPROVE WATER QUALITY. SERVED AS A STAKEHOLDER ON THE STATE WATER PLANNING PROCESS ADVISORY COMMITTEE IN THE DEVELOPMENT OF SC'S STATE WATER PLAN AND FACILITATED CONVERSATIONS WITH STATE AGENCIES TO IMPROVE FLOOD PROTECTION ACROSS THE STATE. SERVED AS A BOARD MEMBER ON THE LAKE KEOWEE SOURCE WATER PROTECTION TEAM. CONTINUED MONITORING A UTILITY COMPANY'S COMPLIANCE WITH A VOLUNTARY SETTLEMENT AGREEMENT TO REMOVE COAL ASH PONDS WHICH THREATEN THE SALUDA RIVER. COLLABORATED WITH THE REEDY RIVER WATER QUALITY GROUP TO IMPROVE WATER QUALITY IN THE REEDY RIVER WATERSHED THROUGH LOCAL ENGAGEMENT. CONVENED QUARTERLY MEETINGS WITH STATE AGENCIES TO ADVOCATE FOR STRONGER WATER QUALITY STANDARDS AND OTHER PROTECTIONS FOR SC RIVERS. HOSTED WEBINARS AND PODCAST INTERVIEWS ON STATE WATER PLANNING AND DRINKING WATER CONTAMINANTS. PUBLISHED WATER-RELATED NEWS IN QUARTERLY NEWSLETTERS. PROVIDED COMMENTS TO STATE AND FEDERAL AGENCIES REGARDING ANY PERMITS WITH ANY POTENTIAL IMPACTS TO WATER QUALITY AND QUANTITY ACROSS UPSTATE SC.
FORM 990, PAGE 2, PART III, LINE 4C	LAND POLICY AND PLANNING: IN 2020 LAND POLICY AND PLANNING ENGAGED WITH LOCAL ELECTED AND APPOINTED OFFICIALS AND GOVERNMENT STAFF ON ISSUES RELATED TO SMARTER LAND DEVELOPMENT. COORDINATED ADVOCACY EFFORTS OF TRANSIT AND HOUSING ADVOCATES. FACILITATED TWO CITIZENS PLANNING ACADEMIES TO EDUCATE CITIZENS ON HOW TO INFLUENCE LOCAL LAND USE DECISION-MAKING. USED SOCIAL MEDIA AND DEDICATED EMAIL LISTS TO ENGAGE CITIZENS DIGITALLY. SUPPORTED THE ADOPTION OF A PROGRESSIVE COMPREHENSIVE PLAN IN GREENVILLE COUNTY AND ADVOCATED FOR POLICIES FOR ITS IMPLEMENTATION. SUPPORTED DEVELOPMENT OF A BOLD COMPREHENSIVE PLAN AND ADOPTION OF A STRENGTHENED TREE ORDINANCE IN THE CITY OF GREENVILLE. PARTICIPATED IN OTHER LOCAL PLANNING AND POLICY EFFORTS IN THE CITIES OF TRAVELERS REST, SPARTANBURG, CLEMSON, GREER AND PICKENS COUNTY.
FORM 990, PAGE 2, PART III, LINE 4D	ENERGY AND STATE POLICY PROGRAM AND OTHER: IN 2020, ENERGY STATE POLICY WORKED IN THREE KEY AREAS: MITIGATING THE IMPACTS OF ENERGY INFRASTRUCTURE IN THE UPSTATE, PROMOTING ENERGY EFFICIENCY AND RATEPAYER PROTECTIONS, AND ADVOCATING IN THE SC STATEHOUSE FOR LEGISLATION THAT PROTECTS THE UPSTATE'S ENVIRONMENT AND COMMUNITIES. UF KEPT UPSTATE CITIZENS INVOLVED AND INFORMED DURING THE LEGISLATIVE SESSION BY ISSUING WEEKLY LEGISLATIVE UPDATES AND REPRESENTED AN UPSTATE CONSERVATION VOICE IN THE STATEHOUSE AND IN MEETINGS WITH STATE AGENCIES AND LOCAL GOVERNMENTS. ENERGY STAFF INTERVEND IN SEVERAL PSC DOCKETS RELATED TO ENERGY BURDEN, NET METERING, AND SOLAR CHOICE TARIFFS. PROPOSED NATIONALLY IMPORTANT PSC RULES REGARDING EMINENT DOMAIN AND PROPERTY RIGHTS. WORKED WITH DUKE ENERGY ON A LANDMARK DEAL TO RESTRUCTURE HOW ROOFTOP SOLAR POWER IS VALUED WHEN COMBINED WITH SMART METERS AND SMART THERMOSTATS. BUILT SUPPORT FOR ENERGY EFFICIENCY AND RATEPAYER CHOICE THROUGH THE DUKE ENERGY EFFECIENCY COLLABORATIVE, DUKE COMMUNITY SOLAR STAKEHOLDER GROUP, CONNCECTED IN CRISIS ENERGY BURDEN WORKING GROUP, AND THE ORS ELECTRIC VEHICLE STAKEHOLDER GROUP. ESP WORKED WITH CITIZENS IN NORTHERN GREENVILE COUNTY TO SUCCESSFULLY BLOCK A PROPOSED EXPANSION OF PIEDMONT NATURAL GAS PIPELINE INFRASTRUCTURE. SECURED A 1.5 MILLION DOLLAR SETTLEMENT WITH KINDER MORGAN OVER THE US SUPREME COURT CLEAN WATER ACT LAWSUIT.
FORM 990, PAGE 6, PART VI, LINE 6	THE TAXPAYER'S ARTICLES AND BY-LAWS STATE THAT THEY ARE A MEMBERSHIP ORGANIZATION.
FORM 990, PAGE 6, PART VI, LINE 7A	YES - APPROXIMATELY ONE THIRD OF THE BOARD ARE ELECTED FOR THREE-YEAR TERMS BY THE MEMBERS AT THE ANNUAL MEETING.
FORM 990, PAGE 6, PART VI, LINE 7B	YES, MEMBERS APPROVE CHANGES TO THE BY-LAWS AT THE ANNUAL MEETING.
FORM 990, PAGE 6, PART VI, LINE 11B	A DRAFT COPY OF THE RETURN WAS EMAILED TO ALL BOARD MEMBERS PRIOR TO FILING. THE BOARD WAS GIVEN ONE WEEK TO REVIEW AND COMMENT ON THE FORM 990.
FORM 990, PAGE 6, PART VI, LINE 12C	THE EXECUTIVE COMMITTEE REGULARLY REVIEWS, AND ENSURES COMPLIANCE WITH, THE CONFLICT OF INTEREST POLICY.
FORM 990, PAGE 6, PART VI, LINE 15A	ALL COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE PRIOR TO SUBMITTING THE BUDGET TO THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 15B	ALL COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE PRIOR TO SUBMITTING THE BUDGET TO THE BOARD.
FORM 990, PAGE 6, PART VI, LINE 19	THE GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE.
FORM 990, PART IX, LINE 11G	CONSULTANTS 145,900 4,317 17,966 CONSULTANTS 166,101 0 0 TOTAL 312,001 4,317 17,966
FORM 990, PART XI, LINE 9	LOSS ON SALE OF ASSETS REPORTED IN FUNCTIONAL EXPENSES 105,814 LOSS ON SALE OF ASSETS REPORTED IN FUNCTIONAL EXPENSES -105,814

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990 or 990-EZ) 2020

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	1,871,764	1,349,917
9	Program service revenue (Part VIII, line 2g) .........		0
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	103,359	36,662
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	2,854	-4,493
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,977,977	1,382,086
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	1,036,315	1,184,391
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 259,406
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	618,250	680,317
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,654,565	1,864,708
19	Revenue less expenses. Subtract line 18 from line 12.......	323,412	-482,622
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	8,703,859	8,803,852
21	Total liabilities (Part X, line 26).............	66,646	50,556
22	Net assets or fund balances. Subtract line 21 from line 20.....	8,637,213	8,753,296

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 231,022 including grants of $ ) (Revenue $ )
	CLEAN WATER: IN 2020, THE CLEAN WATER PROGRAM COLLABORATED WITH DRINKING WATER UTILITIES IN GREENWOOD AND LAURENS COUNTIES IN SOUTH CAROLINA TO DEVELOP A SOURCE WATER PROTECTION PLAN IN THE LAKE GREENWOOD WATHERSHEDS. THIS WATERSHED PLAN WAS DEVELOPED IN PARTNERSHIP WITH SC RURAL WATER ASSOCIATION AND HELPS TO PROTECT THIS CRITICAL DRINKING WATER RESOURCES BY DEVISING POLLUTION REDUCTION STRATEGIES FOR BACTERIA, NUTRIENT, AND SEDIMENT POLLUTION IN THESE AREAS. WORKED WITH PARTNERS TO INSTALL A VARIETY OF BEST MANAGEMENT PRACTICES (BMPS) TO REDUCE WATER POLLUTION INCLUDING REPAIRING SEPTIC SYSTEMS AND INSTALLING AGRICULTURAL PROJECTS (I.E., CROSS FENCING, ALTERNATE WATERING SOURCES, COVER CROPS) AND REPAIRED 1,000 FEET OF STREAM BANK BY INSTALLING NATIVE PLANTS, IN THE TYGER RIVER WATERSHED IN GREENVILLE AND SPARTANBURG COUNTIES TO IMPROVE WATER QUALITY. SERVED AS A STAKEHOLDER ON THE STATE WATER PLANNING PROCESS ADVISORY COMMITTEE IN THE DEVELOPMENT OF SC'S STATE WATER PLAN AND FACILITATED CONVERSATIONS WITH STATE AGENCIES TO IMPROVE FLOOD PROTECTION ACROSS THE STATE. SERVED AS A BOARD MEMBER ON THE LAKE KEOWEE SOURCE WATER PROTECTION TEAM. CONTINUED MONITORING A UTILITY COMPANY'S COMPLIANCE WITH A VOLUNTARY SETTLEMENT AGREEMENT TO REMOVE COAL ASH PONDS WHICH THREATEN THE SALUDA RIVER. COLLABORATED WITH THE REEDY RIVER WATER QUALITY GROUP TO IMPROVE WATER QUALITY IN THE REEDY RIVER WATERSHED THROUGH LOCAL ENGAGEMENT. CONVENED QUARTERLY MEETINGS WITH STATE AGENCIES TO ADVOCATE FOR STRONGER WATER QUALITY STANDARDS AND OTHER PROTECTIONS FOR SC RIVERS. HOSTED WEBINARS AND PODCAST INTERVIEWS ON STATE WATER PLANNING AND DRINKING WATER CONTAMINANTS. PUBLISHED WATER-RELATED NEWS IN QUARTERLY NEWSLETTERS. PROVIDED COMMENTS TO STATE AND FEDERAL AGENCIES REGARDING ANY PERMITS WITH ANY POTENTIAL IMPACTS TO WATER QUALITY AND QUANTITY ACROSS UPSTATE SC.

4b	(Code: ) (Expenses $ 496,568 including grants of $ ) (Revenue $ )
	LAND TRUST: THE UPSTATE FOREVER LAND TRUST PROGRAM IS ACCREDITED BY THE NATIONAL LAND TRUST ASSOCIATION AND HAS PROTECTED 25,822 ACRES THROUGH 133 CONSERVATION EASEMENTS IN THE UPSTATE OF SOUTH CAROLINA. 24% OF THE CONSERVATION EASEMENTS PROVIDE PUBLIC ACCESS AND 28% ARE WORKING FARMS. OVER 15% OF THE EASEMENTS PROTECT PROPERTIES ALONG OR NEAR SCENIC HIGHWAY 11. IN 2020 UPSTATE FOREVER HELPED TO PRESERVE SIGNIFICANT ACREAGE ADJACENT TO JONES GAP STATE PARK AND NIN TIMES PRESERVE. THESE PROJECTS, TOTALING ABOUT 1,300 ACRES, WILL BE STEWARDED BY UPSTATE FOREVER OR WILL BE OPEN TO THE PUBLIC.

4c	(Code: ) (Expenses $ 298,520 including grants of $ ) (Revenue $ )
	LAND POLICY AND PLANNING: IN 2020 LAND POLICY AND PLANNING ENGAGED WITH LOCAL ELECTED AND APPOINTED OFFICIALS AND GOVERNMENT STAFF ON ISSUES RELATED TO SMARTER LAND DEVELOPMENT. COORDINATED ADVOCACY EFFORTS OF TRANSIT AND HOUSING ADVOCATES. FACILITATED TWO CITIZENS PLANNING ACADEMIES TO EDUCATE CITIZENS ON HOW TO INFLUENCE LOCAL LAND USE DECISION-MAKING. USED SOCIAL MEDIA AND DEDICATED EMAIL LISTS TO ENGAGE CITIZENS DIGITALLY. SUPPORTED THE ADOPTION OF A PROGRESSIVE COMPREHENSIVE PLAN IN GREENVILLE COUNTY AND ADVOCATED FOR POLICIES FOR ITS IMPLEMENTATION. SUPPORTED DEVELOPMENT OF A BOLD COMPREHENSIVE PLAN AND ADOPTION OF A STRENGTHENED TREE ORDINANCE IN THE CITY OF GREENVILLE. PARTICIPATED IN OTHER LOCAL PLANNING AND POLICY EFFORTS IN THE CITIES OF TRAVELERS REST, SPARTANBURG, CLEMSON, GREER AND PICKENS COUNTY.

	(Code: ) (Expenses $ 415,987 including grants of $ ) (Revenue $ )
	ENERGY AND STATE POLICY PROGRAM AND OTHER: IN 2020, ENERGY STATE POLICY WORKED IN THREE KEY AREAS: MITIGATING THE IMPACTS OF ENERGY INFRASTRUCTURE IN THE UPSTATE, PROMOTING ENERGY EFFICIENCY AND RATEPAYER PROTECTIONS, AND ADVOCATING IN THE SC STATEHOUSE FOR LEGISLATION THAT PROTECTS THE UPSTATE'S ENVIRONMENT AND COMMUNITIES. UF KEPT UPSTATE CITIZENS INVOLVED AND INFORMED DURING THE LEGISLATIVE SESSION BY ISSUING WEEKLY LEGISLATIVE UPDATES AND REPRESENTED AN UPSTATE CONSERVATION VOICE IN THE STATEHOUSE AND IN MEETINGS WITH STATE AGENCIES AND LOCAL GOVERNMENTS. ENERGY STAFF INTERVEND IN SEVERAL PSC DOCKETS RELATED TO ENERGY BURDEN, NET METERING, AND SOLAR CHOICE TARIFFS. PROPOSED NATIONALLY IMPORTANT PSC RULES REGARDING EMINENT DOMAIN AND PROPERTY RIGHTS. WORKED WITH DUKE ENERGY ON A LANDMARK DEAL TO RESTRUCTURE HOW ROOFTOP SOLAR POWER IS VALUED WHEN COMBINED WITH SMART METERS AND SMART THERMOSTATS. BUILT SUPPORT FOR ENERGY EFFICIENCY AND RATEPAYER CHOICE THROUGH THE DUKE ENERGY EFFECIENCY COLLABORATIVE, DUKE COMMUNITY SOLAR STAKEHOLDER GROUP, CONNCECTED IN CRISIS ENERGY BURDEN WORKING GROUP, AND THE ORS ELECTRIC VEHICLE STAKEHOLDER GROUP. ESP WORKED WITH CITIZENS IN NORTHERN GREENVILE COUNTY TO SUCCESSFULLY BLOCK A PROPOSED EXPANSION OF PIEDMONT NATURAL GAS PIPELINE INFRASTRUCTURE. SECURED A 1.5 MILLION DOLLAR SETTLEMENT WITH KINDER MORGAN OVER THE US SUPREME COURT CLEAN WATER ACT LAWSUIT.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 415,987 including grants of $ ) (Revenue $ )
4e	Total program service expenses1,442,097

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(D) Reportable compensation from the organization (W-2/1099-MISC)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) GAYE SPRAGUE........................................................................ BOARD	0.40 .......................	X	0	0	0
(19) MARK TAYLOR........................................................................ BOARD	0.60 .......................	X	0	0	0
(20) PAMELA VAUGHN........................................................................ BOARD	0.40 .......................	X	0	0	0
(21) NEAL WORKMAN........................................................................ BOARD	0.40 .......................	X	0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1	Briefly describe the organization’s mission or most significant activities: UPSTATE FOREVER IS A CONSERVATION ORGANIZATION WITH A MISSION TO PROTECT CRITICAL LANDS, WATERS, AND THE UNIQUE CHARACTER OF THE UPSTATE OF SOUTH CAROLINA.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	20
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	20
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	25
6	Total number of volunteers (estimate if necessary) .............	6	56
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	94,231	12,000

1a	Federated campaigns..		1a
b	Membership dues..		1b	401,311
c	Fundraising events..		1c	39,600
d	Related organizations		1d
e	Government grants (contributions)		1e	63,458

f	All other contributions, gifts, grants, and similar amounts not included above		1f	845,548

g	Noncash contributions included in lines 1a - 1f:$		1g	61,804

h Total. Add lines 1a-1f.......		1,349,917

		Business Code
2a
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....

3 Investment income (including dividends, interest, and othersimilar amounts) ......			15,820			15,820
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		126,656	7a
b	Less: cost or other basis and sales expenses	105,814		7b
c	Gain or (loss)	-105,814	126,656	7c
d	Net gain or (loss).........			20,842	20,842
8a	Gross income from fundraising events (not including $ 39,600of contributions reported on line 1c). See Part IV, line 18 ....
			8a	740
b	Less: direct expenses ...		8b	36,322
c	Net income or (loss) from fundraising events..			-35,582
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	CONSULTING FEES			28,644			28,644
b	OTHER			2,445			2,445
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			31,089
12	Total revenue. See instructions.....			1,382,086	20,842		46,909

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	94,231	64,197	14,878	15,156
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	957,260	653,473	152,980	150,807
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	28,816	19,759	4,465	4,592
9	Other employee benefits .......	31,465	21,575	4,875	5,015
10	Payroll taxes ...........	72,619	51,507	8,921	12,191
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	11,650		11,650
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	334,284	312,001	4,317	17,966
12	Advertising and promotion ....	1,151	1,151
13	Office expenses .......	54,657	31,019	10,570	13,068
14	Information technology ......	50,596	26,500	20,516	3,580
15	Royalties ..
16	Occupancy ...........	18,028	14,130	3,383	515
17	Travel ............	11,771	11,295		476
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	3,145	3,145
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	23,726	2,283	21,443
23	Insurance ...	34,418	7,140	27,278
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	IMPAIRMENT ON LAND HELD	81,300	81,300
b	REPAIRS & MAINTENANCE	20,019	1,430	16,369	2,220
c	BAD DEBTS	10,835	10,835
d	SPONSORSHIPS	5,600	2,600	250	2,750
e	All other expenses	19,137	126,757	-138,690	31,070
25	Total functional expenses. Add lines 1 through 24e	1,864,708	1,442,097	163,205	259,406
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........				1
2	Savings and temporary cash investments .........			1,200,611	2	1,248,236
3	Pledges and grants receivable, net ......				3
4	Accounts receivable, net .............			847,852	4	496,133
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			4,447	9	5,888
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	859,588
b	Less: accumulated depreciation	10b	253,608	735,520	10c	605,980
11	Investments—publicly traded securities .			5,194,253	11	5,800,278
12	Investments—other securities. See Part IV, line 11 .....				12
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			721,176	15	647,337
16	Total assets. Add lines 1 through 15 (must equal line 33)...			8,703,859	16	8,803,852

17	Accounts payable and accrued expenses .....	66,646	17	50,556
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	66,646	26	50,556

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	5,730,442	27	5,775,490
28	Net assets with donor restrictions ...........	2,906,771	28	2,977,806
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	8,637,213	32	8,753,296
33	Total liabilities and net assets/fund balances ........	8,703,859	33	8,803,852