ST CATHERINES ISLAND FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ST CATHERINES ISLAND FOUNDATION INC (EIN 58-1449857)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-08
- IRS object ID
- 202333129349101723
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-08T13:56:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581449857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST CATHERINE'S ISLAND FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STCA | BusinessNameControlTxt |
| Phone | 8603540644 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ST CATHERINES ISLAND | AddressLine1Txt |
| City | MIDWAY | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 31320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E MARY HEFFERNAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8603540644 | PhoneNum |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E | PersonFirstNm |
| Person Last | MARY HEFFERNAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE ARRIGO | PreparerPersonNm |
| PTIN | P00058583 | PTIN |
| Phone | 2129498700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,313,074 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,409,450 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $187,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,992 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $187,992 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,055 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,099 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,610,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,091 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $187,992 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $778,072 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $778,072 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $242,328 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $242,328 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $150,202 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $30,040 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $30,040 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $120,162 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,670 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,670 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,680 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,262 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $21,262 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $76,201 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,471 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,471 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $433,242 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $7,266 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,266 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $965,634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $965,634 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,705,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,972 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $56,972 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,214,814 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,705,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,972 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $56,972 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,214,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,487 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,119 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $131,020 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $489,448 | CashBOYAmt |
| Cash EOY | $384,320 | CashEOYAmt |
| Cash EOYFMV | $384,320 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $352,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $352,082 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $156,339 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $2,379,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,252,095 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,733,073 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,313,182 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,264,027 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,140,954 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,189,693 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,487,048 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,867,592 | LandBOYAmt |
| Land EOY | $9,702,645 | LandEOYAmt |
| Land EOYFMV | $9,702,645 | LandEOYFMVAmt |
| Total Assets BOY | $14,205,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,955,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,313,074 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,008,947 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,880,402 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $197,048 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $74,767 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,205,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,955,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,205,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,955,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,205,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,487 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,111,508 | SubtotalAmt |
| Other Decreases | $156,339 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,955,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $178,525 | $159,473 | $19,052 | $19,052 |
| PUBLICLY TRADED SECURITIES | $11,530 | $17,483 | -$5,953 | -$5,953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,099 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,953 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,003 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,003 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,003 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $261 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,261 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $78 | EsPenaltyAmt |
| Overpayment | $2,180 | OverpaymentAmt |
| Applied To ES Tax | $2,180 | 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 | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | WWW.STCATHERINESISLAND.ORG | WebsiteAddressTxt |
| Individual With Books | E MARY HEFFERNAN | IndividualWithBooksNm |
| Phone | 8603540644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 WEST STREET SUITE 206 | AddressLine1Txt |
| City | NEW MILFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06776 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID S SMITH | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| JEREMY T SMITH | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| EJ NOBLE SMITH | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | EXECUTIVE DIRECTOR | 10.00 | $0 | $0 | $0 |
| E MARY HEFFERNAN | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | TREASURER | 10.00 | $0 | $0 | $0 |
| SARAH N SMITH | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | SECRETARY | 10.00 | $0 | $0 | $0 |
| ALEXANDRA C DENNING ESQ | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICK S GALLAGHER | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HAROLD JOHNSON | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL L MOSLEY ESQ | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| THOMAS J RATCLIFFE JR ESQ | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWARD N SMITH | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JORDAN V SMITH | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARIBETH SMITH | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM SMITH | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID HURST THOMAS | ||||||||
| ST CATHERINES ISLAND | MIDWAY | GA | 31320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL HALDERSON | ||||||||
| 182 CAMELLIA ROAD | MIDWAY | GA | 31320 | DIRECTOR ISLAND OPER | 40.00 | $113,786 | $29,819 | $0 |
| EUGENE VC KMENT | ||||||||
| 182 CAMELLIA ROAD | MIDWAY | GA | 31320 | CURATOR ANIMAL PROGR | 40.00 | $82,006 | $33,356 | $0 |
| DEBBIE D DRURY | ||||||||
| 182 CAMELLIA ROAD | MIDWAY | GA | 31320 | PRIMATE COLLECTION S | 40.00 | $76,079 | $32,472 | $0 |
| AARON D CREWS | ||||||||
| 182 CAMELLIA ROAD | MIDWAY | GA | 31320 | FACILITIES SUPERVISO | 40.00 | $65,597 | $40,591 | $0 |
| RICHARD E BEW | ||||||||
| 182 CAMELLIA ROAD | MIDWAY | GA | 31320 | MAINTENANCE CREW | 40.00 | $89,414 | $12,531 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WIGGIN AND DANA LLP | |||||
| PO BOX 1832 | NEW HAVEN | CT | 065081832 | LEGAL | $69,614 |
| CRAVATH SWAINE & MOORE LLP | |||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 100197475 | LEGAL | $52,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE GENERAL EXPLANATION NOTES. | Description1Txt |
| Expenses1 | $2,214,814 | Expenses1Amt |
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 | $4,431,064 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $339,197 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,770,261 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,770,261 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,698,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,935 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,214,814 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $268,296 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,483,110 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $131,020 | CurrentYearAmt |
| Year1 | $119,332 | Year1Amt |
| Year2 | $56,044 | Year2Amt |
| Year3 | $62,312 | Year3Amt |
| Total | $368,708 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $111,367 | CurrentYearAmt |
| Year1 | $101,432 | Year1Amt |
| Year2 | $47,637 | Year2Amt |
| Year3 | $52,965 | Year3Amt |
| Total | $313,402 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,483,110 | CurrentYearAmt |
| Year1 | $1,994,310 | Year1Amt |
| Year2 | $1,976,452 | Year2Amt |
| Year3 | $2,471,313 | Year3Amt |
| Total | $8,925,185 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,483,110 | CurrentYearAmt |
| Year1 | $1,994,310 | Year1Amt |
| Year2 | $1,976,452 | Year2Amt |
| Year3 | $2,471,313 | Year3Amt |
| Total | $8,925,185 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $156,623 | CurrentYearAmt |
| Year1 | $163,864 | Year1Amt |
| Year2 | $141,457 | Year2Amt |
| Year3 | $129,199 | Year3Amt |
| Total | $591,143 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,992 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,099 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $201,091 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,091 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EDWARD JOHN NOBLE FOUNDATION INC | ||||||
| 1 | 5 SOUND VIEW COURT | GREENWICH | CT | 06830 | $2,400,000 | Yes (X) |
| SEWANEE ISLAND ECOLOGY | ||||||
| 2 | 735 UNIVERSITY AVENUE | SEWANEE | TN | 37383 | $7,500 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PARES & COMPANY CPA'S P.C. | $21,000 | $4,200 | $4,200 | $16,800 |
| EISNERAMPER LLP | $7,350 | $1,470 | $1,470 | $5,880 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF - SUMMARY OF DIRECT CHARITABLE ACTIVITIES - STATEMENT 10: | FormAndLineReferenceDesc |
| Medium Explanation | THE ST. CATHERINE'S ISLAND FOUNDATION, INC.'S (SCIF) ACTIVITIES ARE CENTERED ON CONSERVATION, SCIENTIFIC RESEARCH, AND EDUCATION. THE ACTIVITIES ARE CONDUCTED FOR THE MOST PART ON ST. CATHERINE'S ISLAND (SCI), ONE OF GEORGIA'S SEA ISLANDS, LOCATED 35 MILES SOUTH OF SAVANNAH, GEORGIA. SCI HAS NO COMMERCIAL DEVELOPMENT OR LARGE RESIDENTIAL COMMUNITIES, AND IT IS USED FOR THE STUDY OF BARRIER ISLAND NATURAL HISTORY, WITH ITS NATURAL HABITATS BEING MANAGED AS HAVENS FOR NATIVE ENDANGERED AND THREATENED SPECIES AS WELL AS SPECIES OF SPECIAL CONCERN. DURING THE SUMMER OF 2022, OYSTERCATCHER AND WILSON'S PLOVER NESTS WERE MONITORED AND PROTECTED BY GEORGIA'S DEPARTMENT OF NATURAL RESOURCES WILDLIFE INTERNS IN COOPERATION WITH SCIF STAFF. IN ADDITION, APPROPRIATE AREAS OF SCI ARE BEING MANAGED FOR THE BREEDING AND STUDY OF AN ENDANGERED AND THREATENED LEMUR SPECIES FROM MADAGASCAR. THE NATURAL HISTORY RESEARCH INCLUDES BIO-DIVERSITY SURVEYS, STUDIES OF IMPORTANT FLORA AND FAUNA, AS WELL AS ARCHAEOLOGICAL STUDIES OF PRE-COLUMBIAN AND POST CONTACT PERIOD AMERICAN INDIAN AND SPANISH SETTLEMENTS. THE ARCHAEOLOGICAL STUDIES HAVE BEEN UNDER THE DIRECTION OF DR. DAVID H. THOMAS SINCE 1974. DR. THOMAS IS CURATOR OF NORTH AMERICAN ARCHAEOLOGY AT THE AMERICAN MUSEUM OF NATURAL HISTORY (AMNH). MORE THAN 30 BOOKS AND DOZENS OF SCIENTIFIC PAPERS ON THE ARCHAEOLOGY OF SCI HAVE BEEN WRITTEN AND EDITED BY DR. THOMAS AND HIS COLLEAGUES. DURING 2022, ARCHAEOLOGISTS SPENT 24 DAYS ON SCI CONDUCTING FIELD RESEARCH AND SHORELINE SURVEYS, MOSTLY AT THE FALLEN TREE MORTUARY SITE DISCOVERED IN 2013 AND OTHER SHORELINE AREAS WITH ACCELERATED EROSIN. IN 2022 THEY HAD ALSO WORKED ON THE CONSERVATION OF INFORMATION BEING LOST TO EROSION AT THE SITE OF GEORGIA'S FIRST CHURCH. THE INCREASED EROSION ALONG THE BANKS OF WAMASSEE CREEK THAT FLOWS NEAR THE MISSION IS THREATENING MISSION SANTA CATALINA DE GUALE AND ITS SURROUNDING NATIVE AMERICAN VILLAGES. IN THE FALL OF 2013, A LARGE LIVE OAK TREE WAS UPROOTED INTO WAMASSEE CREEK REVEALING A LATE MISSISSIPPIAN CULTURE CEMETERY. EVIDENCE SUGGESTS THAT THE CEMETERY WAS BEING USED BEFORE, DURING AND AFTER 1492, MAKING IT THE BEST PRESERVED PRE-CONTACT AND POST-CONTACT SITE FOUND TO DATE. THE SITE WAS ALREADY NAMED, "FALLEN TREE", BY DR. JOSEPH CALDWELL WHO DID SOME EXPLORATORY WORK THERE DURING THE LATE 1960S. THIS SITE IS ALSO DISCUSSED IN MURDER AND MARTYRDOM IN SPANISH FLORIDA WRITTEN BY MICHAEL FRANCIS AND KATHLEEN KOLE AND PUBLISHED IN 2012. THE BOOK TELLS THE STORY OF THE MURDER OF FIVE FRANCISCAN FRIARS AND THE SUBSEQUENT INVESTIGATION IN 1597 - TWO OF THE FRIARS WERE KILLED AT THE SITE OF MISSION SANTA CATALINA DE GUALE. SCIF ALSO CONTINUED TO MAINTAIN AND USE SEVERAL 19TH CENTURY BUILDINGS CONSTRUCTED OF OYSTER SHELLS, LIME, AND SAND, A PROCESS CALLED "TABBY". SOME OF THESE BUILDINGS ARE RESTORED AND RECONSTRUCTED SLAVE CABINS AND ONE IS THE BEST-PRESERVED 19TH CENTURY TABBY BARN IN GEORGIA. SCIF ALSO CONTINUED TO MAINTAIN AND USE AN 18TH CENTURY TABBY HOUSE WHICH IS SAID TO BE THE HOME OF BUTTON GWINNETT, A SIGNER OF THE DECLARATION OF INDEPENDENCE. SEVERAL EARLY 20TH CENTURY BUILDINGS ARE BEING USED AND MAINTAINED BY SCIF. SCIENTIFIC REVIEW, THE AWARD OF E.J. NOBLE FOUNDATION RESEARCH GRANTS, AND COORDINATING RESEARCH VISITS WITH SCI STAFF, ARE CONDUCTED BY SCIF IN CONJUNCTION WITH AMERICAN MUSEUM OF NATURAL HISTORY AND THE ST. CATHERINE'S ISLAND SCIENTIFIC RESEARCH & ADVISORY COMMITTEE. THE "ADVISORY COMMITTEE" IS MADE UP OF SCIENTISTS OF VARIED FIELDS WHOSE COMBINED RESEARCH EFFORTS ON SCI TOTAL OVER 182 YEARS. AT VARIOUS TIMES DURING THE YEAR, THE ST. CATHERINE'S ISLAND RESEARCH PROGRAM HOSTED SCIENTISTS WHO WORKED ON SCI IN A NUMBER OF DISCIPLINES, INCLUDING SCIENTISTS MONITORING THE SALT WATER INTRUSION INTO THE SURFACE AQUIFERS. A UNIVERSITY LEVEL INTERDISCIPLINARY SUMMER COURSE IN ECOLOGY FOR UNDERGRADUATE STUDENTS IS HELD ANNUALLY ON SCI AND IS CONDUCTED DURING A THIRTY-SIX DAY PERIOD BY FACULTY FROM THE UNIVERSITY OF THE SOUTH IN COOPERATION WITH SCIF. DURING THE SUMMER OF 2022, THE UNIVERSITY OF THE SOUTH WAS ABLE TO HOLD ITS 33RD ISLAND ECOLOGY FIELD SCHOOL ON SCI. SCIF STAFF ALSO WORK WITH THE GA DEPARTMENT OF NATURAL RESOURCES (DNR) AND THE U.S. FISH AND WILDLIFE SERVICE, IN MONITORING AND PROTECTING THE NESTS OF ENDANGERED LOGGERHEAD SEA TURTLES (WHICH LAY THEIR EGGS IN THE SAND ON SCI'S BEACHES). SCIF PROVIDED FUNDING FOR THE SCI SEA TURTLE PROGRAM. AS OF DECEMBER 31, 2022, OVER 440,000 GEORGIA HIGH SCHOOL STUDENTS WERE EXPOSED TO THE PRINCIPLES OF CONSERVATION THROUGH THE SCI SEA TURTLE PROGRAM THROUGHOUT GEORGIA. UNDER THE DIRECTION OF SCIF AND WITH GA DNR TRAINING, THREE SEASONAL SEA TURTLE MONITORS CONTINUED THE SCI SEA TURTLE PROGRAM FOLLOWING GUIDELINES THAT WERE ADOPTED STATEWIDE AS A MANAGEMENT PLAN FOR SEA TURTLE SURVIVAL. THE MANAGEMENT PLAN MENTIONED IS "A MANAGEMENT PLAN FOR THE PROTECTION OF NESTING LOGGERHEAD SEA TURTLES AND THEIR HABITAT IN GEORGIA". AGENCIES AND LANDOWNERS RESPONSIBLE FOR THE MANAGEMENT OF EVERY BARRIER ISLAND IN GEORGIA HAVE ADOPTED IT. DUE TO PROTECTIVE MEASURES EMPLOYED BY THE "TURTLE STAFF", OVER 14,240 BABY SEA TURTLES SAFELY HATCHED AND ENTERED THE SEA ALONG SCI'S BEACHES DURING THE SUMMER AND FALL OF 2022. THE SURVIVAL RATE BEFORE THE PROTECTIVE MEASURES WERE BEING USED (BACK IN THE 1990S) WAS CLOSE TO ZERO. AS A RESULT OF HEAVY EGG LOSSES IN RECENT YEARS TO PIG PREDATION, A MORE AGGRESSIVE PIG CONTROL MEASURE WAS IMPLEMENTED DURING THE FALL OF 2016. IN ADDITION, STAFF FROM THE USDA CAME TO SCI IN 2017 AND 2018 TO ASSIST IN FERAL SWINE REMOVAL. SCIF STAFF CONTINUES TO REMOVE FERAL SWINE FROM SCI. IN 2022, SCIF STAFF AND PERSONNEL FROM THE GA DNR NON-GAME PROGRAM PARTICIPATED IN CONDUCTING A PIPING PLOVER/MID WINTER SHORE BIRD SURVEY DURING JANUARY AND FEBRUARY, ALONG WITH SPRING AND FALL MIGRATION SURVEYS IN APRIL AND SEPTEMBER. THESE SURVEYS ARE CONDUCTED IN COOPERATION WITH THE GA DNR AND THE U.S. FISH AND WILDLIFE SERVICE. SIX PAIRS OF BALD EAGLES NESTED ON SCI DURING THE EARLY WINTER OF 2022. THE 34TH CHRISTMAS BIRD COUNT, CONDUCTED ON SCI BY THE GEORGIA ORNITHOLOGICAL SOCIETY (GOS) IN COOPERATION WITH THE NATIONAL AUDUBON SOCIETY, WAS CONTINUED IN 2022 AFTER BEING CANCELLED DUE TO COVID-19 RESTRICTIONS DURING 2021. SCI STAFF AND 20 VOLUNTEERS PARTICIPATED. 2022 TOURS INCLUDED VISITS FROM THE SAVANNAH DIOCESE IN NOVEMBER AND THE GEORGIA ORNITHOLOGICAL SOCIETY IN OCTOBER. DR. NORTON (SCIF'S VETERINARIAN AND DIRECTOR OF THE GA SEA TURTLE CENTER) HOSTED 5 VETERINARY INTERNS AT VARIOUS TIMES DURING 2022. SCIF ALSO PROVIDES COASTAL GEORGIA WITH A RESPONSE TEAM FOR EMERGENCIES LIKE WHALE AND SEA TURTLE STRANDINGS, INJURED SEA BIRDS AND OTHER WILDLIFE RELATED HEALTH PROBLEMS. DURING 2022, SCI WAS THE LOCATION FOR RESEARCH AND EDUCATIONAL MEETINGS AND VISITS BY CONSERVATIONISTS AND SCHOLARS FROM U.S. MUSEUMS, UNIVERSITIES, AND COLLEGES. FURTHERMORE, FOUR UNIVERSITY GRADUATES TOOK PART IN EXTENDED ZOOLOGICAL INTERNSHIPS AND REPRESENTATIVES FROM SEVERAL AGENCIES OF THE GOVERNMENT, SUCH AS THE U.S. FISH AND WILDLIFE SERVICE AND GA DNR, & NOAA, VISITED SCI. PHOTOGRAPHERS AND WRITERS FROM REGIONAL AND NATIONAL MEDIA ALSO WROTE ABOUT SCIF'S PROGRAMS. IN THE FALL OF 2016 AND 2017, LITTLE ST. SIMONS ISLAND, WORMSLOE PLANTATION AND SCIF COLLECTIVELY HIRED AN INSTRUCTOR IN GRASS, SEDGE AND RUSH IDENTIFICATION. AS A RESULT NEW SPECIMENS WERE ADDED TO THE ISLAND'S HERBARIUM IN 2020. IN JANUARY OF 2006, THE WILDLIFE CONSERVATION SOCIETY (WCS) CONCLUDED ITS 33-YEAR PROGRAM OF BREEDING ENDANGERED SPECIES ON SCI. IN DECEMBER OF 2011, THE BOARD OF DIRECTORS VOTED TO REMOVE ALL EXOTIC ANIMALS WITH THE EXCEPTION OF RING-TAILED LEMURS FROM SCI. DURING 2012, AROUND EIGHTY EXOTIC ANIMALS STILL RESIDED ON SCI. ALL BUT THREE BIRDS AND THE LEMURS WERE REMOVED FROM SCI DURING 2013. DUE TO A HIGH BIRTH RATE IN THE LEMUR POPULATION DIFFERENT METHODS OF BIRTH CONTROL WERE EXPERIMENTED WITH IN 2013. THESE ATTEMPTS WERE UNSUCCESSFUL AND THE LEMUR POPULATION ROSE TO 104 IN 2014. AS A RESULT, ALL OF THE FREE RANGING MALES WERE VASECTOMIZED DURING 2014. NO LEMURS WERE BORN ON SCI DURING 2022. SOME ANIMALS WERE SENT TO FREE-RANGING FACILITIES AND SOME ANIMALS HAVE DIED. THE POPULATION OF RING-TAILED LEMURS BY THE END OF 2022 WAS BETWEEN 30 AND 35 ANIMALS. IN MAY OF 1994, AN ENTIRE COLONY OF REFUGEE GOPHER TORTOISES WAS MOVED TO SCI AT THE REQUEST OF THE GA DNR. THE ANIMALS HAD TO BE RESCUED BECAUSE BULLOCH COUNTY, GA HAD ENLARGED ITS INDUSTRIAL PARK. A GRADUATE STUDENT (BESS HARRIS) FROM UGA BEGAN A TWO-YEAR STUDY OF THE TORTOISE POPULATION IN 2013. THE TRANSPLANTED GOPHER TORTOISE COLONY (A THREATENED SPECIES IN THE U.S.) CONTINUED TO THRIVE ON SCI DURING 2022.IN 2013, SCIF STAFF, STUDENTS AND FACULTY FROM THE UNIVERSITY OF GA AND MEMBERS OF GA DNR'S NON-GAME PROGRAM CAPTURED 11 BABY TORTOISES IN ORDER TO RELOCATE THEM TO STATE LANDS WHERE THEY HAD BEEN ERADICATED. BABY GOPHER TORTOISES WERE CAPTURED ON SCI IN 2014 AND WERE RELEASED ON STATE LANDS IN 2015. OVER TWENTY BABY TORTOISES WERE CAPTURED IN 2015. THEY WERE MOVED TO APPROPRIATE HABITATS IN 2016. THIS PART OF THE RELOCATION PROGRAM WAS SUSPENDED FOR 2020. THE GOPHER TORTOISE POPULATION HAS EXPANDED ITS RANGE FROM THE ORIGINAL COLONY AREA TO MANY OTHER AREAS WITH SUITABLE HABITAT ON SCI. IN 2004, A SURVEY CONDUCTED BY THE GEORGIA DNR CONCLUDED THAT THE REPRODUCTIVE RATE OF SEVERAL OF GEORGIA'S NESTING SHORE BIRDS WAS VERY LOW DUE TO THE DESTRUCTION OF HABITAT AND NESTS BY HUMAN ACTIVITIES (DOGS AT NESTS' SITES) AND BY PREDATORS SUCH AS MINK AND RACCOONS. AS A RESPONSE TO THIS INFORMATION, IN 2008, EGGS WERE REMOVED FROM OYSTERCATCHER NESTS AND INCUBATED AT SCIF F | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BBH LIMITED DURATION FUND | $593,256 | $576,359 |
| BBH INCOME FUND I | $670,771 | $564,595 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $18,485 | $16,578 |
| ADOBE INC. | $16,930 | $14,471 |
| AKRE FOCUS FUND - SUPRA INST | $378,221 | $730,542 |
| ALCON INC. | $21,351 | $26,734 |
| ALPHAPBET INC. | $20,051 | $35,492 |
| AMAZON | $24,126 | $12,936 |
| AO SMITH CORP | $11,384 | $14,138 |
| ARTHUR J GALLAGHER | $14,159 | $29,601 |
| BBH INTERNATIONAL EQUITY FUND CL | $526,420 | $495,889 |
| BERKSHIRE HATHAWAY | $18,012 | $40,466 |
| BOOKINGS HOLDINGS | $16,505 | $18,138 |
| CLARKSTON FOUNDERS FUND FOUNDERS CLASS | $430,000 | $386,705 |
| CLARKSTON FOUNDERS FUND PARTNERS FUND | $274,149 | $329,841 |
| CLEANSE INC. | $16,414 | $18,096 |
| COPART INC | $7,405 | $18,389 |
| COSTCO COS INC. | $14,189 | $20,999 |
| DIAGEO PLC-SPONSORED | $8,092 | $13,364 |
| DOLLAR GEN CORP | $6,464 | $15,267 |
| GQG PART EMERGING MARKETS EQ-INST | $175,000 | $170,099 |
| GRACO INC. COM | $17,734 | $16,815 |
| KLA-TENCOR CORP | $11,028 | $22,622 |
| LINDE PLC | $18,362 | $32,292 |
| MASTERCARD INC-A | $28,541 | $37,903 |
| MICROSOFT | $33,927 | $27,339 |
| NESTLE SA-REG | $6,833 | $10,611 |
| NIKE INC CLASS B | $14,420 | $21,062 |
| ORACLE CORP. | $7,891 | $17,901 |
| PROGRESSIVE CORP OHIO | $15,744 | $27,499 |
| S&P GLOBAL INC | $16,552 | $16,077 |
| SIGNATURE BANK | $24,810 | $10,946 |
| TEXAS INSTRUMENTS INC. | $17,106 | $16,852 |
| THERMO FISHER SCIENTIFIC | $19,247 | $23,129 |
| WASTE MANAGEMENT INC. | $16,946 | $22,591 |
| ZOETIS INC. | $5,597 | $21,689 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $8,468,700 | $0 | $8,468,700 | $8,468,700 |
| BUILDING AND IMPROVEMENTS | $4,979,545 | $4,091,587 | $887,958 | $887,958 |
| VEHICLES, BOATS, EQUIPMENT | $1,741,448 | $1,395,461 | $345,987 | $345,987 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WIGGIN AND DANA LLP | $69,614 | $13,923 | $13,923 | $55,691 |
| CRAVATH SWAINE & MOORE LLP | $52,208 | $10,441 | $10,441 | $41,767 |
| RATCLIFFE & SMITH PC | $28,380 | $5,676 | $5,676 | $22,704 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD RESTATEMENT | Desc |
| Amt | $156,339 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $333,434 | $0 | $0 | $333,434 |
| REPAIRS & MAINTENANCE | $224,616 | $0 | $0 | $224,616 |
| ELECTRICITY | $125,605 | $0 | $0 | $125,605 |
| FUEL | $90,707 | $0 | $0 | $90,707 |
| HOUSEHOLD SUPPLIES, SERVICES | $69,075 | $0 | $0 | $69,075 |
| TELEPHONE | $37,738 | $0 | $0 | $37,738 |
| WILDLIFE -VET MEDICAL FEES & SUPPLIES | $26,500 | $0 | $0 | $26,500 |
| OTHER SUPPLIES AND EXPENSES | $19,909 | $0 | $0 | $19,909 |
| SUPPLIES - SAFETY EQUIPMENT | $18,428 | $0 | $0 | $18,428 |
| SUPPLIES - RADIOS | $7,887 | $0 | $0 | $7,887 |
| OFFICE SUPPLIES | $4,553 | $0 | $0 | $4,553 |
| FOOD | $3,155 | $0 | $0 | $3,155 |
| POSTAGE AND SHIPPING | $2,289 | $0 | $0 | $2,289 |
| NATIVE WILDLIFE EXPENSES | $1,708 | $0 | $0 | $1,708 |
| FILING FEES | $30 | $0 | $0 | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ENVIRONMENTAL CONSULTING | $50,000 | $0 | $0 | $50,000 |
| INVESTMENT ADVISORY FEES | $21,262 | $21,262 | $21,262 | $0 |
| CONSULTING - EMPLOYEE TRAINING | $8,155 | $0 | $0 | $8,155 |
| CONSULTING - EMPLOYEE SENSITIVITY TRAINING | $5,773 | $0 | $0 | $5,773 |
| CONSULTING - LEMUR WORKSHOP | $5,000 | $0 | $0 | $5,000 |
| OTHER CONSULTING COSTS | $6,090 | $0 | $0 | $6,090 |
| MISC PERMITS & MEMBERSHIPS | $1,183 | $0 | $0 | $1,183 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,471 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,471 | DisbursementsCharitablePrpsAmt |
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