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Nonprofit · EIN 95-4292658

THE WALDEN WOODS PROJECT

Tax-exempt · LINCOLN, MA 01773

Financials

$7.2M$2M2023$8M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of THE WALDEN WOODS PROJECT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$8,034,702$2,724,331$5,310,371$46,651,702$120,721$46,530,981
December 31, 2023990$7,218,989$1,992,384$5,226,605$38,674,801$77,945$38,596,856
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$7,622,230
of which government grants
$10,000
Program service revenue
$0
Investment income
$357,436
Royalties
$203
Net gain from sales of assets
-$43,057
Net income from sales of inventory
$54,833
Other revenue
$55,036

Expenses

Grants and similar amounts paid
$1,000
Compensation of officers, directors and key employees
$155,287
Other salaries and wages
$615,081
Salaries, compensation and benefits (total)
$868,770
Professional fundraising fees
$0
Legal fees
$3,257
Accounting fees
$36,079
Travel
$5,841
Depreciation
$392,547
Program services (functional)
$2,191,932
Management and general (functional)
$426,310
Fundraising (functional)
$106,089

Balance sheet and other

Total assets, start of year
$38,674,801
Total assets, end of year
$46,651,702
Total liabilities, end of year
$120,721
Net assets, end of year
$46,530,981
Land, buildings and equipment
$17,401,082
Publicly traded securities
$17,768,050
Net assets without donor restrictions
$31,466,924
Net assets with donor restrictions
$15,064,057
Gross unrelated business income
$48,970
Gross receipts
$26,273,884
Employees
23
Volunteers
56
Year formed
1990
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KATHLEEN ANDERSONSECRETARY/EXEC. DIRECTOR
Trustee or director, Officer
40$138,189$6,909
DONALD HENLEYPRESIDENT
Trustee or director, Officer
6$0$0
THOMAS O JONESTREASURER
Trustee or director, Officer
1$0$0
ANNA WINTER RASMUSSENDIRECTOR
Trustee or director
1$0$0
JOHN P DEVILLARSDIRECTOR
Trustee or director
1$0$0
ED BEGLEY JRDIRECTOR
Trustee or director
1$0$0
JOHN H TYSONDIRECTOR
Trustee or director
1$0$0
ELIZABETH LACKDIRECTOR
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
KATHLEEN ANDERSONSECRETARY/EXEC. DIRECTOR
Trustee or director, Officer
40$133,904$6,695
DONALD HENLEYPRESIDENT
Trustee or director, Officer
6$0$0
THOMAS O JONESTREASURER
Trustee or director, Officer
1$0$0
ANNA WINTER RASMUSSENBOARD MEMBER
Trustee or director
1$0$0
JOHN P DEVILLARSBOARD MEMBER
Trustee or director
1$0$0
ED BEGLEY JRBOARD MEMBER
Trustee or director
1$0$0
JOHN H TYSONBOARD MEMBER
Trustee or director
1$0$0
ELIZABETH LACKBOARD MEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
44 BAKER FARM RD, LINCOLN, MA 01773-3004
Principal officer (990 for 2024)
KATHLEEN R ANDERSON, 44 BAKER FARM ROAD, LINCOLN, MA 01773
Signed the 990
KATHLEEN R ANDERSON, SECRETARY/EXEC. DIR.
Phone
(781) 259-4700
Return prepared by
PLANTE & MORAN PLLC

Mission

SEE PART 1, LINE 1

990 for the year ended December 31, 2024

Program accomplishments

  • CONSERVATION & LAND MANAGEMENTTHE WALDEN WOODS PROJECT PRESERVES AND PROTECTS WALDEN WOODS AND THOREAU COUNTRY IN RECOGNITION OF THEIR WORLDWIDE LITERARY, HISTORICAL, AND ENVIRONMENTAL SIGNIFICANCE AND THEIR CAPACITY TO MOTIVATE OTHERS TO PROTECT THE GLOBAL ENVIRONMENT AND THE ECOLOGICALLY/HISTORICALLY SIGNIFICANT AREAS THAT EXIST IN THEIR OWN COMMUNITIES.THE WALDEN WOODS PROJECT OWNS AND STEWARDS NEARLY 200 ACRES OF LAND THAT PROVIDES AN IMPORTANT SERVICE TO THE PUBLIC AS A HIGHLY SOUGHT-AFTER RESOURCE FOR PASSIVE RECREATION AND EDUCATION. THE MAJORITY OF OUR LAND IS OPEN TO THE PUBLIC YEAR-ROUND, AND OUR INTERPRETIVE TRAILS ARE USED EXTENSIVELY BY THE GENERAL PUBLIC AND A WIDE VARIETY OF ORGANIZED GROUPS, INCLUDING SCHOOL GROUPS, ELDER SERVICES GROUPS, AND TOURISTS. MANAGEMENT ACTIVITIES INCLUDE MAINTENANCE OF EXISTING TRAILS, TRAIL DESIGN, INTERPRETATION AND CONSTRUCTION, MAINTENANCE OF TRAIL HEAD PARKING FACILITIES, AND ECOLOGICAL IMPROVEMENTS INTENDED TO BENEFIT WILDLIFE AND THE NATURAL VALUE OF OUR LAND.THE PROJECT'S LAND MANAGEMENT PROGRAMS SUPPORT COLLABORATION BETWEEN A WIDE VARIETY OF CIVIC AND ENVIRONMENTAL GROUPS.THE WALDEN WOODS PROJECT MANAGES CONSERVATION RESTRICTIONS ON 53.9 ACRES OF LAND, WHICH PREVENTS DEVELOPMENT OF SITES NOT OWNED IN FEE (TOTAL ACRES OWNED IN FEE: 130.3). ANNUAL CONSERVATION RESTRICTION MONITORING ENSURES THAT THE PROTECTIONS PRESCRIBED IN THE CONSERVATION RESTRICTIONS ARE IN EFFECT.THE LAND WE OWN AND MANAGE INCLUDES A CERTIFIED ORGANIC FARM THAT OFFERS HEALTHY, LOCALLY GROWN PRODUCE FOR PUBLIC CONSUMPTION AND THAT HOSTS EDUCATIONAL PROGRAMMING AND VOLUNTEER SERVICE PROJECTS.IN ITS CAPACITY AS THE STATE-DESIGNATED "FRIENDS OF WALDEN POND," THE WALDEN WOODS PROJECT PARTNERS WITH THE MASSACHUSETTS DEPARTMENT OF CONSERVATION AND RECREATION ON FUNDRAISING FOR PUBLIC PROGRAMS AND CONSERVATION INITIATIVES AT THE WALDEN POND STATE RESERVATION.
    Expenses $1,334,229
  • EDUCATION:THE EDUCATION PROGRAMS OF THE WALDEN WOODS PROJECT SERVE AN AUDIENCE OF STUDENTS, EDUCATORS, AND LIFE-LONG LEARNERS AROUND THE GLOBE. OUR SIGNATURE PROGRAMS INCLUDE GUIDED TOURS FOR GROUPS VISITING WALDEN WOODS; THE GLOBAL LIVE DELIBERATELY ESSAY CONTEST FOR YOUTH AGES 14-19; APPROACHING WALDEN, A WEEK-LONG SUMMER PROFESSIONAL DEVELOPMENT PROGRAM FOR TEACHERS; OTHER PROFESSIONAL DEVELOPMENT WORKSHOPS THROUGHOUT THE YEAR; VIRTUAL GROUP VISITS, AND THE STEWARDSHIP LECTURE SERIES. ALL OF OUR PROGRAMS ARE INSPIRED BY THE WRITINGS AND PHILOSOPHIES OF HENRY DAVID THOREAU AND ASK PEOPLE TO EXPLORE THEIR OWN SENSE OF PLACE--THEIR CONNECTION TO THEIR OWN COMMUNITY AND OTHER PLACES IN THE WORLD--AND TO DEVELOP AN ENVIRONMENTAL ETHIC. AS THOREAU HIMSELF IS A HIGHLY INTERDISCIPLINARY SUBJECT, WE ADDRESS THE TOPICS OF TRANSCENDENTALISM, SOCIAL REFORM, WRITING, NATURAL HISTORY AND 19-CENTURY HISTORY IN OUR PROGRAMS. AS THOREAU HIMSELF IS A HIGHLY INTERDISCIPLINARY SUBJECT, WE ADDRESS THE TOPICS OF TRANSCENDENTALISM, ENVIRONMENTAL PROTECTION (E.G., CLIMATE CHANGE, BIODIVERSITY, CONSERVATION),SOCIAL REFORM, WRITING, NATURAL HISTORY AND 19-CENTURY HISTORY IN OUR PROGRAMS.
    Expenses $404,631 · grants $1,000
  • RESEARCH AND LIBRARY:THE WALDEN WOODS PROJECT LIBRARY IS OWNED AND MANAGED BY THE WALDEN WOODS PROJECT AND IS LOCATED AT THE WWP'S CAMPUS IN LINCOLN, MASSACHUSETTS. THE LIBRARY HOUSES THE MOST COMPREHENSIVE RESEARCH COLLECTION BY AND ABOUT HENRY DAVID THOREAU, AS WELL AS OTHER TRANSCENDENTALISTS, INCLUDING RALPH WALDO EMERSON AND MARGARET FULLER, AND IS THE REPOSITORY FOR THE COLLECTIONS OF THE THOREAU SOCIETY, THE RALPH WALDO EMERSON SOCIETY, AND THE MARGARET FULLER SOCIETY. IN 2023 THE WALDEN WOODS PROJECT REVISED ITS LOAN AGREEMENT WITH THE THOREAU SOCIETY TO BECOME THE PERMANENT REPOSITORY FOR ITS COLLECTIONS. STAFFED BY A FULL-TIME CURATOR, THE LIBRARY IS THE PREMIERE RESOURCE ON A GLOBAL BASIS FOR RESEARCH AND SCHOLARSHIP ON THOREAU AND HIS CONTEMPORARIES. THE LIBRARY WORKED WITH SIX VOLUNTEERS THIS YEAR WHO HAVE AN INTEREST IN THE HISTORY AND LITERATURE OF THOREAU'S TIME.EVERY YEAR BRINGS NEW PEOPLE WITH VARYING INTERESTS TO THE WALDEN WOODS PROJECT LIBRARY, WHETHER IN-PERSON OR VIRTUALLY. TRANSLATORS FROM AROUND THE WORLD HAVE WORKED WITH THE CURATOR TO PROVIDE ACCURATE AND REPRESENTATIVE TRANSLATIONS. OUR VIRTUAL CLASSROOM SESSIONS BRING OUR CURATOR INTO SCHOOLS AROUND THE WORLD, REACHING HUNDREDS OF STUDENTS IN 2024. WE CONTINUE TO PUBLISH MANY WORKS ELECTRONICALLY TO ENSURE THAT OUR RESOURCES REACH THE LARGEST NUMBER OF SCHOLARS AND STUDENTS. STAFFED BY A FULL-TIME CURATOR, THE LIBRARY IS THE PREMIERE RESOURCE ON A GLOBAL BASIS FOR RESEARCH AND SCHOLARSHIP ON THOREAU AND HIS CONTEMPORARIES.
    Expenses $453,072

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
95-4292658
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$46,651,702
Income (IRS master file)
$26,273,884

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$8,034,702$2,724,331$46,651,702XML
990-TDecember 2024–––IRS
990December 2023$7,218,989$1,992,384$38,674,801XML
990-TDecember 2023–––IRS
990December 2022$1,514,673$1,889,486$31,764,064IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-4292658).

Questions about THE WALDEN WOODS PROJECT

What is the EIN of THE WALDEN WOODS PROJECT?
The employer identification number (EIN) of THE WALDEN WOODS PROJECT is 95-4292658.
Is THE WALDEN WOODS PROJECT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to THE WALDEN WOODS PROJECT tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE WALDEN WOODS PROJECT file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE WALDEN WOODS PROJECT due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE WALDEN WOODS PROJECT last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of THE WALDEN WOODS PROJECT?
The 990 for the year ended December 31, 2024 names KATHLEEN R ANDERSON.
Who are the officers and directors of THE WALDEN WOODS PROJECT?
The 990 for the year ended December 31, 2024 lists 8 people; 1 received compensation from the organization, the highest $138,189 (KATHLEEN ANDERSON, SECRETARY/EXEC. DIRECTOR).
How much revenue does THE WALDEN WOODS PROJECT have?
On its 990 for the year ended December 31, 2024 it reported revenue of $8,034,702, expenses of $2,724,331 and total assets of $46,651,702 at year end.

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