WILD LIVES FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILD LIVES FOUNDATION (EIN 81-1612906)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202511349349102101
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T10:00:26-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH ST STE 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 811612906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILD LIVES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILD | BusinessNameControlTxt |
| Phone | 2067995004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91302 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98111 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL RIVERA | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 2067995004 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH B HUANG | PreparerPersonNm |
| PTIN | P00745974 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,997,771 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,810 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,810 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $587,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $553,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,445,000 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,850,559 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,445,000 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,058,912 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,025,261 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $219,441 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $32,916 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,345 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,482 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,422 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $58,297 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $134,564 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $101,230 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $93,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,062 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $73,484 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,815 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,991 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,287 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $158,951 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $158,402 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,133 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $99,633 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $819,131 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,687 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $681,382 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,393,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,288,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,212,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,687 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,969,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,153,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,967,574 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,235,222 | CashBOYAmt |
| Cash EOY | $4,081,629 | CashEOYAmt |
| Cash EOYFMV | $4,081,629 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,013,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,493,990 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,493,990 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $500,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $500,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,169,628 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,462,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,462,151 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,545,706 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,935,001 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,935,001 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $325,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $325,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $325,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,489,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,997,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,997,771 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,279 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $54,865 | AccountsPayableEOYAmt |
| Grants Payable EOY | $1,605,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $1,279 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,659,865 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,487,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,337,906 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,487,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,337,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,489,129 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,997,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,487,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,153,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,325 | OtherIncreasesAmt |
| Subtotal | $22,337,906 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,337,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MARKETABLE SECURITIES | PropertyDesc |
| Acquired | 2023-01-01 | AcquiredDt |
| Sold | 2024-12-31 | SoldDt |
| Gross Sales Price | $5,850,559 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,405,559 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,445,000 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,445,000 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,445,000 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,397 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,397 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,048 | OverpaymentAmt |
| Applied To ES Tax | $5,048 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RACHEL RIVERA | IndividualWithBooksNm |
| Phone | 2067995004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 91302 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RACHEL RIVERA | ||||||||
| PO BOX 91302 | SEATTLE | WA | 98111 | COO | 40.00 | $219,441 | $34,836 | $0 |
| JO LYNN ALLEN | ||||||||
| PO BOX 91302 | SEATTLE | WA | 98111 | CEO | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLARK NUBER | |||||
| 10900 NE 4TH ST UNIT 1400 | BELLEVUE | WA | 98004 | ACCOUNTING SERVICES | $84,294 |
| ANIMAL AND EARTH ADVOCATES PLLC | |||||
| 2226 EASTLAKE AVE E 101 | SEATTLE | WA | 981023419 | LEGAL FEES FOR WILDLIFE LITIGATION | $81,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,597,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,279,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,076,806 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,076,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $361,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,715,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,185,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,185,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,349 | TotalTaxAmt |
| Distributable Before Adj | $1,158,434 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,158,434 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,158,434 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,969,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,969,432 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,158,434 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,013,147 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,165,332 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,875,471 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,220,405 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,897,436 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,171,791 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,969,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,158,434 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,810,998 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,982,789 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,013,147 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,969,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,165,332 | ExcessFromYear4Amt |
| Excess From Year3 | $1,875,471 | ExcessFromYear3Amt |
| Excess From Year2 | $1,220,405 | ExcessFromYear2Amt |
| Excess From Year1 | $1,897,436 | ExcessFromYear1Amt |
| Excess From Current Year | $1,810,998 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JO LYNN ALLEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NATIONAL PHILANTHRIOPIC TRUST | |||||||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | PC | OPERATIONAL SUPPORT | $250,000 | |||||
| NEO PHILANTHROPY INC | |||||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | PC | OPERATIONAL SUPPORT FOR THE DEVELOPMENT OF DAUGHTERS FOR EARTH FUND AND CAMPAIGN | $600,000 | FLOOR | ||||
| SR3 SEALIFE RESPONSE REHABILITATION AND RESEARCH | |||||||||||
| 2255 HARBOR AVE SW 101 | SEATTLE | WA | 98126 | PC | OPERATIONAL SUPPORT | $460,000 | |||||
| WASHINGTON WILDLIFE FIRST | |||||||||||
| 2226 EASTLAKE AVE E 101 | SEATTLE | WA | 98102 | PC | OPERATIONAL SUPPORT | $50,000 | |||||
| WASHINGTON WILDLIFE FIRST | |||||||||||
| 2226 EASTLAKE AVE E 101 | SEATTLE | WA | 98102 | PC | OPERATIONAL SUPPORT | $50,000 | |||||
| WILDLIFE DIRECT INC | |||||||||||
| 316 PENNSYLVANIA AVE | WASHINGTON | DC | 20003 | PC | OPERATIONAL SUPPORT | $130,000 | |||||
| WILDLIFE DIRECT INC | |||||||||||
| 316 PENNSYLVANIA AVE | WASHINGTON | DC | 20003 | PC | OPERATIONAL SUPPORT | $125,000 | |||||
| AMERICAN FRIENDS OF ZEITZ MOCAA | |||||||||||
| 11400 W OLYMPIC BLVD 9TH FLOOR | LOS ANGELES | CA | 90064 | PC | OPERATIONAL SUPPORT | $100,000 | |||||
| SOLIO RANCH | |||||||||||
| NC | DONATION OF 700 TINS OF MILK FORMULA | $8,050 | PO BOX 15565 | NAIROBI | KE | 00503 | |||||
| NEO PHILANTHROPY INC | |||||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | PC | DAUGHTERS FOR EARTH FUNDING PROPOSAL | $500,000 | FLOOR | ||||
| SAMISH INDIAN NATION | |||||||||||
| 2918 COMMERCIAL AVE | ANACORTES | WA | 98221 | GOV | OPERATIONAL SUPPORT | $10,000 | |||||
| SR3 SEALIFE RESPONSE REHABILITATION AND RESEARCH | |||||||||||
| 1001 AVENUE OF THE AMERICAS 12TH | NEW YORK | NY | 10018 | PC | OPERATIONAL SUPPORT FOR THE DEVELOPMENT OF DAUGHTERS FOR EARTH FUND AND CAMPAIGN | $5,000 | FLOOR | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,288,050 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NEO PHILANTHROPY INC | |||||||
| 1001 AVENUE OF THE AMERICAS 12TH | FLOOR | NEW YORK | NY | 10018 | PC | OPERATIONAL SUPPORT FOR THE DEVELOPMENT OF DAUGHTERS FOR EARTH FUND AND CAMPAIGN | $1,000,000 |
| THE PANISCUS PROJECT | |||||||
| 150 VASSAL LN | CAMBRIDGE | MA | 02138 | PC | OPERATIONAL SUPPORT FOR THE BONOBOS PROJECT | $250,000 | |
| WILDLIFE DIRECT INC | |||||||
| 316 PENNSYLVANIA AVE | WASHINGTON | DC | 20003 | PC | OPERATIONAL SUPPORT | $125,000 | |
| WILDLIFE DIRECT INC | |||||||
| 316 PENNSYLVANIA AVE | WASHINGTON | DC | 20003 | PC | OPERATIONAL SUPPORT | $390,000 | |
| AMERICAN FRIENDS OF ZEITZ MOCAA | |||||||
| 11400 W OLYMPIC BLVD 9TH FLOOR | LOS ANGELES | CA | 90064 | PC | OPERATIONAL SUPPORT | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,965,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,810 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $587,102 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,445,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,058,912 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,058,912 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $93,745 | Amt |
| Net Investment Income | $14,062 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $73,484 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ONE STORY UP PRODUCTIONS | ||||||||||||||
| 68 JAY STREET SUITE 320 | BROOKLYN | NY | 11201 | 2019-01-16 | $175,000 | PROGRAM RELATED INVESTMENT IN ONE STORY UP PRODUCTIONS TO DEVELOP A NONFICTION TELEVISION SERIES TITLED "AFRICA NEXT." THE SERIES IS AN ANTHOLOGY OF INNOVATION THAT WILL BE SHOT DOC-STYLE, TELLING HUMAN STORIES OF ENTREPRENEURS AND INNOVATORS WHO ARE RISKING EVERYTHING TO BRING THESE INNOVATIONS TO MARKET (INNOVATIONS INCLUDE COMBATTING POACHING, SURGICAL TOOLS, ETC.). | $163,353 | NONE | 10/11/2022, 04/22/2024, 3/24/2025 | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE CHARITABLE PURPOSES FOR WHICH THE GRANTS WERE ORIGINALLY MADE. | ||||
| ONE STORY UP PRODUCTIONS | ||||||||||||||
| 68 JAY STREET SUITE 320 | BROOKLYN | NY | 11201 | 2021-02-16 | $150,000 | PROGRAM RELATED INVESTMENT IN ONE STORY UP PRODUCTIONS FOR THE DEVELOPMENT AND PRODUCTION OF THE FILM "LAIKIPIA" WHICH IS A DOCUMENTARY FILM EXAMINING THE CONFLICT BETWEEN THE KENYAN WHITE SETTLERS AND THE LOCAL TRIBES. | $150,000 | NONE | 10/11/2022, 04/22/2024, *FINAL* | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE CHARITABLE PURPOSES FOR WHICH THE GRANTS WERE ORIGINALLY MADE. | ||||
| SOLIO RANCH | ||||||||||||||
| 2024-12-21 | $8,050 | DONATION OF 700 TINS OF MILK FORMULA TO SOLIO RHINO ORPHANAGE. | $8,050 | NONE | 3/24/2025 *FINAL* | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE CHARITABLE PURPOSES FOR WHICH THE GRANTS WERE ORIGINALLY MADE. | PO BOX 15565 | NAIROBI | KE | 00503 | ||||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN - INVESTMENT HOLDING DETAILS AVAILABLE UPON REQUEST | BondNm |
| EOY Book Value | $3,935,001 | EOYBookValueAmt |
| EOYFMV | $3,935,001 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN - INVESTMENT HOLDING DETAILS AVAILABLE UPON REQUEST | StockNm |
| EOY Book Value | $11,462,151 | EOYBookValueAmt |
| EOYFMV | $11,462,151 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MISSION RELATED INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $200,000 | BookValueAmt |
| EOYFMV | $200,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES FOR WILDLIFE LITIGATION | $114,585 | $0 | $81,251 |
| LEGAL FEES GENERAL LEGAL COUNSEL | $19,979 | $0 | $19,979 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $325,000 | BOYBookValueAmt |
| EOY Book Value | $325,000 | EOYBookValueAmt |
| EOYFMV | $325,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EVENTS | $87,925 | $0 | $87,925 |
| INSURANCE | $1,000 | $0 | $1,000 |
| OFFICE SUPPLIES | $7,408 | $0 | $7,408 |
| MEMBERSHIP FEES | $15,800 | $0 | $3,300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $3,325 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONSULTANTS | CategoryTxt |
| Amt | $4,815 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,991 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $46,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $3,287 | $0 |
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