2025 Board Meeting Dates
No more meetings
2026 Board Meetings Dates
January 27 (BH) March 24 (BH) May 19 (BH) September 15 (BH) November 3 (Lodge or Sycamore)
Agendas
- 2025
- Agenda 11.6.25
- Presentation Slides
- 9.30.25 Meeting Minutes
- Draft 2026 Reserve Study
- Draft 2026 Budget – for more information, see Budgets section
- September 2025 Financials
- Agenda 10.14.25 (Joint Board Meeting)
- Agenda 9.30.25
- Agenda 6.10.25
- Presentation Slides
- Board Roles & Responsibilities MOU
- Advisory Committees Charters (Drafts for review: Charter for Advisory Committees, Community Advisory Committee, Fundraising Advisory Committee)
- Updated Governing Documents necessary for 501c3 conversion application (Drafts for review: Articles of Incorporation and Bylaws)
- 2024 Audit Report – Final Draft
- March 2025 Financials
- April 2025 Financials
- Agenda 6.3.25 – Joint Board Meeting with HOA Board
- Agenda 3.25.25
- Agenda 2.12.25
- Agenda 1.28.25
- Agenda 11.6.25
- 2024
- Agenda 12.9.24 Meeting
- 12.9.24 Meeting Minutes
- Presentation Slides
- October/YTD 2024 Financials
- Balance Sheet
- Fleetwood North Easement Agreement (signed 9/23; approved by BoS 11/24)
- The Conservancy Board approved two versions of the Budget to be sent to the HOA Board for consideration at their 12/11 Board Meeting.
- Option #1 – Operating Budget Increase & Special Assessment for CapEx
- Option #2 – Combined Assessment (Operating and CapEx)
- Town Hall Meeting on 12.3.24
- Presentation Slides
- Revised Draft Operating Budget
- Revised Draft CapEx Budget
- Letter to residents (sent 11.26.24 to HOA resident list)
- Agenda 10.02.24
- Agenda 8.20.24
- Agenda 4.30.24
- Agenda 2.27.24
- Agenda 12.9.24 Meeting
- 2023
- 2022
- 2021
- 2021 Board of Directors Election
- Meet the Candidates Virtual Event
- 2020
- 2019
- 2018
- 2017
Meeting Minutes
- 2021
- 2020
- 2019
- 2018
- 2017
- 2016
- 2015
Field Notes
Charters
- Charter for Advisory Committees
- Community Advisory Committee Charter
- Fundraising Advisory Committee Charter
Leadership
Chair, Gene Loughran (The Grange)
Vice Chair, Naisa Thaker Beaumont (The Greens)
Secretary, Courtney Long (The Grove)
To send a message, suggestion, or question to the CAC, please use this form
Meetings
Next meeting:
- 11.17.25 – 5:30 to 7:30 pm – Boat House
- Agenda
- Zoom Info – https://us02web.zoom.us/j/81571405059?pwd=6LPwaI98aWAluXOmWMlBGLSBssPbCr.1&from=addon
- Meeting ID: 815 7140 5059, Passcode: 312215
2025 Meetings
10.29.25 Meeting
9.24.25 Meeting
9.8.25 Meeting
2026 – Budget
Draft 2026 Budget (with minor revisions; posted 10.30.25) – this version will be updated with September actuals shortly
Budget Summary
List of minor revisions
Draft 2026 Budget (version shared on 10.14.25)
Letter sent to residents with budget (sent 10.15.25)
Budget Presentation at Joint Board Meeting on 10.14.25
2025 – Financials
2025 – Budget Process
- Final Budget Documents
- 2025 Approved Conservancy Budget
- 2025 Assessment Resolution
- CapEx – see new Capital Expenditures section in Document Center
- Feb 2025 update:
- 2.6.25 Letter to residents updating on Jan 28 board meeting and sharing proposed CapEx Phase 1 budget which will be reviewed and considered at 2.12.25 board meeting
- Jan 2025 update: Conservancy Board is currently negotiating with HOA Board in accordance with Section 2.3 of Community Covenant.
- 2025 Operating Budget (unanimously approved by Conservancy Board and sent to HOA Board for their consideration). Includes NO assessment for CapEx and NO special assessment.
- 1.25.25 Letter to residents updating on 2025 budget
- Approved Budget Process for 2026 & Beyond
- Approved Conservancy Budgets sent to HOA Board on 12/10/24 (disapproved 3-2)
- Option #1 – Operating Budget Increase & Special Assessment for CapEx
- Option #2 – Combined Assessment (Operating and CapEx)
- Letter to residents (Sent Nov. 26, 2024 to HOA resident list)
- Revised Draft Operating Budget
- Revised Draft CapEx Budget
- Conservancy FAQ
- Conservancy Balance Sheet
- Letter to residents (Nov. 11, 2024)
- Fleetwood North Easement Agreement (Signed 9/23; Approved by BoS 11/24)
2024
- Rerun 2004 Year End Financial Statement (with Easement Contribution)
- 2024 Year End Financial Statement
- 2024 Year End Balance Sheet
- 2024 Conservancy Approved Budget
- 2024 Assessment Resolution
- 2024 Final Audit Report
2023
- 2023 Conservancy Budget
- 2023 Assessment Resolution
- 2023 Final Audit Report
- 2023 Conservancy 990 Form
2022
- 2022 Conservancy Budget
- 2022 Willowsford Conservancy 990 Form
- 2022 Willowsford Conservancy Audit Report
- 2022 Conservancy Assessment Resolution
2021
- 2021 Conservancy Consolidated Budget 11-10-2020
- 2021 Conservancy Assessment Resolution
- 2021 Willowsford Conservancy 990 Form
- Conservancy Audit Report
2020
- 2020 Conservancy Consolidated Budget 11-22-2019
- 2020 Conservancy Assessment Resolution
- Willowsford Conservancy 990 Form
- Conservancy Audit Report
- Endowment Operating Agreement
2019
- 2019 Conservancy Consolidated Budget 11-9-2018
- 2019 Conservancy Assessment Resolution
- Willowsford Conservancy 990 Form
2018
- Conservancy 2018 Assessment Resolution
- FY2018 Conservancy Budget 12-27-17
- Willowsford Conservancy 990 Form
2017
- Conservancy 2017 Assessment Resolution
- FY2017 Conservancy Budget 12-20-16
- Willowsford Conservancy 990 Form
2016
2026 Budget
Adopted 2026 Budget (unanimously adopted by Conservancy Board 11.6.26 and unanimously approved by HOA Board 11.12.25; includes September actuals)
Draft 2026 Budget (posted 11.4.25)
Draft 2026 Budget (with minor revisions; posted 10.30.25)
Budget Summary
List of minor revisions
Draft 2026 Budget (version shared on 10.14.25)
Letter sent to residents with budget (sent 10.15.25)
Budget Presentation at Joint Board Meeting on 10.14.25
2025 Budget
- Final Budget Documents
- 2025 Approved Conservancy Budget
- 2025 Assessment Resolution
- CapEx – see new Capital Expenditures section in Document Center
- Feb 2025 update:
- 2.6.25 Letter to residents updating on Jan 28 board meeting and sharing proposed CapEx Phase 1 budget which will be reviewed and considered at 2.12.25 board meeting
- Jan 2025 update: Conservancy Board is currently negotiating with HOA Board in accordance with Section 2.3 of Community Covenant.
- 2025 Operating Budget (unanimously approved by Conservancy Board and sent to HOA Board for their consideration). Includes NO assessment for CapEx and NO special assessment.
- 1.25.25 Letter to residents updating on 2025 budget
- Approved Budget Process for 2026 & Beyond
- Approved Conservancy Budgets sent to HOA Board on 12/10/24 (disapproved 3-2)
- Option #1 – Operating Budget Increase & Special Assessment for CapEx
- Option #2 – Combined Assessment (Operating and CapEx)
- Letter to residents (Sent Nov. 26, 2024 to HOA resident list)
- Revised Draft Operating Budget
- Revised Draft CapEx Budget
- Conservancy FAQ
- Letter to residents (Nov. 11, 2024)
2024 Budget
2023 Budget
2022 Budget
2021 Budget
2020 Budget
2019 Budget
2018 Budget
2017 Budget
2016 Budget
Our Board Chair, Charles Graybeal, has started a series of letters to help residents learn about why the Conservancy exists, how we operate, how we are governed, how we are funded, etc. The letters will be sent to all residents every few weeks.
Letter #1 – Introduction to the letter series, new direction for the organization, commitment for this budget process to be more transparent
Letter #2 – Overview of our staff, board structure, and update on 501c3 status application
Letter #3 – Review of our governing documents and what it means for the program of work for the organization
Letter #4 – How the Conservancy is funded and what are the opportunities/limitations with each source
Letter #5 – General overview of Conservancy expenditures
If you have feedback on the letters, have suggestions for future letters, or have questions, you can reach out to board@willowsfordconservancy.org
Conservancy Amenity Use Guidelines (adopted 2023)
The Conservancy’s 2025-26 Deer Management Program commences in October. Our archery program will run from October 4, 2025 – January 3, 2026 in all four Villages (and no trails need to close). Please review the following documents so you can be aware of trail closures for the four firearms sessions in the Greens, Grant, and portions of the Grove and so you can be familiar with the program. Our volunteer hunters do their best to curb the deer population which in turn makes the understory of our forests healthy, our roads safer, and reduces pests.
New this year, we have maps showing which trail sections are open in The Greens and The Grant during firearms closures so you can still get out into the woods. You also can head over to The Grange to explore a new trail or any trail in The Grove (except Pinewoods Loop).
2025-2026 Deer Management Program
2025-2026 Deer Management Schedule
Prior Years
2024-2025 Deer Management Schedule
2024-2025 Deer Management Program
2022-2023 Deer Management Schedule
2022-2023 Deer Management Program
Hunting Zones
Research
2019 Smithsonian Deer Impact Study Report