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WINNAKEE LAND TRUST INC

RHINEBECK, NY · EIN 141722963 · Form 990 · FY2024 · NTEE C340 · Environment · Medium ($1M-$10M) · winnakee.org
revenue
$3.9M
expenses
$1.5M
net assets
$13.7M
employees
10
volunteers
74
program ratio
75%
mission · from form 990

TO AID IN THE PROTECTION OF NATURAL, AGRICULTURAL AND SCENIC LAND RESOURCES. THE ORGANIZATION HOLDS AND MONITORS LAND CONSERVATION EASEMENTS, INCLUDING PARKS & TRAILS. THEY ALSO PROVIDE EXPERT CONSULTING SERVICES TO LANDOWNERS, GOVERNMENT AGENCIES AND OTHER NON-PROFIT ORGANIZATIONS ON LAND PRESERVATION AND MANAGEMENT.

profile · synthesized from sources

Land conservation organization dedicated to protecting natural, agricultural, and scenic resources in the Hudson Valley region of New York. The organization acquires and manages conservation lands, holds and monitors conservation easements, and provides expert consulting on land preservation and sustainable forest management. It focuses on enhancing biodiversity, climate resilience, and public access to nature through science-based stewardship and community engagement.

named programs · 4 · from sources

What they call their work

Conservation Easement Stewardship
Holds and monitors conservation easements; conducts annual visits to ensure compliance and collaborates with landowners on long-term land management.
Land Conservation and Stewardship
Acquires and manages forest, farmland, and wetland properties; implements science-based management plans to restore habitats and enhance ecological resilience.
Landowner Consulting Services
Provides expert technical support and consulting to private landowners, government agencies, and nonprofits on sustainable forestry and land preservation.
Public Access and Land Activation
Develops and maintains trails and public parks including Drayton Grant Park at Burger Hill, Winnakee Nature Preserve, and Vlei Marsh Preserve for community recreation and education.
activities · 4 groups

What they do

  • Land Acquisition and Conservation Easements 2 activities
    • Land conservation and permanent protection
      Conserves and permanently protects high-value natural, agricultural, and scenic lands in the Hudson Valley through acquisition and conservation easements, with over 5,000 acres protected to date. Focuses on forests, farmland, wetlands, watersheds, and riparian buffers in partnership with private landowners.
    • Landowner and organizational consulting services
      Provides expert consulting services to landowners, government agencies, and nonprofit organizations on land preservation, sustainable management, and conservation forestry, including hosting webinars and educational trainings.
  • Nature Preserve Management and Public Access 2 activities
    • Public visitation and community engagement on preserves
      Hosts over 100,000 annual visitors across its network of preserves, offering free guided outings, workshops, cultural events, and recreational opportunities such as Full Moon Hike & Music events at Burger Hill featuring night hikes and live music with panoramic views.
    • Trail development and public access infrastructure
      Develops and maintains over 25 miles of public trails and destination parks—including Drayton Grant Park at Burger Hill, Winnakee Nature Preserve, and Vlei Marsh Preserve—to connect communities to conserved lands. Includes construction of bridges across wetlands and streams to improve visitor and volunteer access.
  • Historic Site Public Programming 1 activity
    • Annual Barn Tour and farm celebration event
      Hosts an annual self-guided tour of historic barns and working farms in northern Dutchess County, NY, followed by a community reception featuring live music, dancing, farm-fresh foods, craft beverages, local beer and wine, and a pie contest at a private historic barn in Red Hook, NY.
  • Ecological Habitat Restoration 1 activity
    • Wildlife habitat improvement and ecological management
      Implements regional conservation projects that improve habitat quality for species including Ruffed Grouse, American Woodcock, Golden-winged Warbler, and turtle species in Dutchess County. Conducts active forest and wetland management to enhance habitat resilience and mitigate climate change impacts.
financials · form 990 · fy2024
revenue
Total revenue$3.87M
Contributions & grants$3.59M93%
Program service revenue$00%
Investment income$229K6%
Other revenue$49K
expenses
Total expenses$1.50M
Program expenses75%
Admin / overhead14%
Fundraising12%
Salaries & benefits$745K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$13.83M
Cash$1.32M
Investments$0
Liabilities$100K
Net assets$13.73M
Liquid reserves10.6 mo
4 years on record · 2020–2024 · YoY revenue +334.5%
leadership · form 990 part vii · fy2024

Who runs it

paid leadership · 2
NameTitleHours/wkCompensation
ROBERT DAVIS EXECUTIVE DI 40 $152K
JESSICA HUMES-DELGADO SR. DIRECTOR 40 $109K
board members · 15
  • ANGELA J MAIER-LORE — BOARD MEMBER
  • CARL MEYER — BOARD MEMBER
  • CHARLES JACOB — BOARD MEMBER
  • CHRISTIAN MUNDIGO — TREASURER
  • DAVID KLIPHON — BOARD MEMBER
  • DAVID NEWMAN — BOARD MEMBER
  • DAVID PING — CHAIRPERSON
  • DAVID SMITH — BOARD MEMBER
  • ERIC SALZMAN — BOARD MEMBER
  • KATHLEEN DAVIS — BOARD MEMBER
  • MARY ELIZABETH TAYLOR WOHL — BOARD MEMBER
  • REBECCA TADIKONDA — BOARD MEMBER
  • SALLY MAZZARELLA — PRES. EMERIT
  • SAMUEL P PHELAN — VICE CHAIR
  • SARAH OLSON — SECRETARY
relationships · 29

Who they work with

  • Bard College Partner — Valerie Kilmer, a member of the Burger Hill Committee, is affiliated with Bard College.
  • Brooklyn Bridge Park Conservancy Partner — Former organization where Uri Perrin served as Development Director.
  • Dutchess County Government — Focus area for land protection efforts to maintain rural character.
  • Dutchess County Partner — Geographic focus area for land stewardship and habitat improvement projects.
  • Government Agencies Partner — Receives consulting engagements from government agencies on land preservation and management.
  • Jen Adams Partner — Primary contact for easement holders; serves as Easement Stewardship staff member for WLT
  • Jess@winnakee.org Partner — Contact for sponsorship opportunities related to the Annual Tour of Historic Barns and Working Farms.
  • Land Trust Accreditation Commission Government — Certified since 2012, meeting national quality standards for land protection
  • Land Trust Alliance Network — Accredited by the Land Trust Accreditation Commission, an independent program of the Land Trust Alliance.
  • Landowners Partner — Works directly with private landowners to establish and monitor conservation easements and provide preservation guidance.
  • Lower Hudson Partnership for Regional Invasive Species Management Partner — Jen Adams participates in this partnership, indicating collaboration on invasive species management.
  • Marist College Partner — Member institution represented on the Burger Hill Advisory Committee; Andy Cooley affiliated with Marist College.
  • National Young Farmers Coalition Partner — Sarah Olson, a committee member, is affiliated with this organization, indicating a partnership link.
  • New York Forest Owners Association Partner — Collaborates with Winnakee Land Trust to launch the Woodland Stewards Collaborative.
  • New York Forest Owners Association Partner — Jointly launched The Woodland Stewards Collaborative to deliver landowner education and conservation programs.
  • Non-Profit Organizations Partner — Provides consulting services to other nonprofit organizations on land preservation and management.
  • Open Space Institute Funder — Awarded a $90,000 capital grant through its Appalachian Landscapes Project to support conservation initiatives.
  • ROUSE + CO Partner — Local realty company that sponsored the Super Blue Moon event at Burger Hill and supports Winnakee Land Trust's land protection efforts.
  • SUNY College of Environmental Science and Forestry Government — Former employer of CEO Bob Davis, who served as Director of Forest Properties managing over 26,000 acres of forest land.
  • Saw Kill Watershed Community Partner — Jen Adams is an active member of this group, indicating a collaborative relationship in watershed stewardship.
  • The Eleanor Roosevelt Val-Kill Partnership Partner — Former organization where Uri Perrin served as Executive Director prior to joining Winnakee.
  • Town of Clinton Partner — Public-private partnership to conserve land for public benefit
  • Town of Hyde Park Partner — Public-private partnership to conserve land for public benefit
  • Town of Milan Partner — Public-private partnership to conserve land for public benefit
  • Town of Pleasant Valley Partner — Public-private partnership to conserve land for public benefit
  • Town of Red Hook Partner — Public-private partnership to conserve land for public benefit
  • Town of Rhinebeck Partner — Public-private partnership to conserve land for public benefit
  • Town of Stanford Partner — Public-private partnership to conserve land for public benefit
  • private landowners Partner — Partners with private landowners to conserve and manage vulnerable lands in the Hudson Valley.
strategies · 5

How they approach the work

Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.

  • Collaborative Landscape-Level Conservation
    methodology: collaborative_conservation
    By forming cross-boundary partnerships and working collaboratively with landowners and other stakeholders, the organization amplifies conservation impact because coordinated action enables large-scale protection of ecologically significant areas and maintains regional rural character.
  • Community-Engaged Conservation Through Education and Access
    methodology: community-engaged_conservation
    By connecting communities to conserved lands through public access, educational programming, and cultural events, the organization fosters stewardship and sustains conservation efforts because experiential engagement builds emotional connection and long-term support for land protection.
  • Conservation Easements for Permanent Land Protection
    methodology: conservation_easements
    By using conservation easements as legally binding agreements with monitoring, the organization permanently protects natural, agricultural, and scenic lands from development, ensuring long-term ecological integrity because these tools restrict future land use while respecting private ownership.
  • Ecosystem-Based Conservation with Active Stewardship
    methodology: ecosystem-based conservation
    By managing conserved lands as living ecosystems through science-based interventions, the organization enhances biodiversity, carbon storage, water filtration, and climate resilience because active stewardship addresses threats like invasive species, habitat loss, and forest fragmentation to restore ecological function.
  • Landowner-Centered Conservation Through Education and Integration
    methodology: landowner-education-centered conservation
    By centering private landowners in conservation efforts through education and integrating stewardship practices into existing management plans, the organization increases adoption of conservation behaviors because it aligns ecological goals with landowner values, family objectives, and practical land use.