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SHASTA WILDLIFE CONSERVATION FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SHASTA WILDLIFE CONSERVATION FOUNDATION (EIN 68-0412411)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-17
IRS object ID
202202909349100340
Schema version
2021v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-10-17T12:51:02-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SUSAN BAKKER EABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1400 COLUSA AVEAddressLine1Txt
CityEL CERRITOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN680412411EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHASTA WILDLIFE CONSERVATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHASBusinessNameControlTxt
Phone5105289484PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1418 COLUSA AVENUEAddressLine1Txt
CityKENSINGTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER MEUX WHITEPersonNm
Person TitleSECRETARY/CFPersonTitleTxt
Signature2022-10-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJENNIFER MEUXPersonFirstNm
Person LastWHITEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN BAKKERPreparerPersonNm
PTINP00348089PTIN
Phone5105274137PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$950,222FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Net Invst Incm$43,956DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$64,508NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$92,891GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$64,508CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$52,812NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$64,508TotalRevAndExpnssAmt
Total Net Invst Incm$108,464TotalNetInvstIncmAmt
Total Adj Net Incm$52,812TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,250AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$13OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,263TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$39,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$39,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$40,263TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$39,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$24,245ExcessRevenueOverExpensesAmt
Net Investment Income$108,464NetInvestmentIncomeAmt
Adjusted Net Income$52,812AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,435CashBOYAmt
Cash EOY$70,814CashEOYAmt
Cash EOYFMV$70,814CashEOYFMVAmt
Corporate Stock BOY$745,031CorporateStockBOYAmt
Corporate Stock EOY$879,408CorporateStockEOYAmt
Corporate Stock EOYFMV$879,408CorporateStockEOYFMVAmt
Total Assets BOY$780,466TotalAssetsBOYAmt
Total Assets EOY$950,222TotalAssetsEOYAmt
Total Assets EOYFMV$950,222TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$780,466NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$950,222NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$780,466TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$950,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$780,466TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$950,222TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$780,466TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$24,245ExcessRevenueOverExpensesAmt
Other Increases$173,511OtherIncreasesAmt
Subtotal$978,222SubtotalAmt
Other Decreases$28,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$950,222TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
.6896 BROOKFIELD PROPERTY P LPP2021-06-282021-06-21$38$36$2$2
.2672 BROOKFIELD ASSET MGMTP2021-07-292021-07-29$15$14$1$1
.1441 BROOKFIELD PROPERTY P LPP2021-07-292021-07-29$4$4
.4000 ORION OFFICE REITP2021-11-152021-11-15$9$8$1$1
316 AT&TP1998-06-172021-08-02$36,549$22,555$13,994$13,994
.6896 BROOKFIELD ASSET MGMTP2020-04-072021-06-28$38$38$38
200 BROOKFIELD ASSET MGMTP2020-04-062021-07-29$3,406$2,371$1,035$1,035
.5 ORGANONP1996-06-142021-06-03$17$17$17
.1 REALTY INCM CORPP2014-06-262021-11-02$7$8-$1-$1
23 WASHINGTON PRIP2015-02-192021-10-21$3,387-$3,387-$3,387
1300 AT&TP2021-08-022021-08-04$36,549$36,549$36,549
200 BROOKFIELD PROPERTY P LPP2021-07-292021-07-29$7,291$7,291$7,291
200 BROOKFIELD PROPERTY P LPP2021-07-292021-07-29$8,968$8,968$8,968
FieldValueIRS element (for citing)
Capital Gain Net Income$64,508CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$52,812NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,508InvestmentIncomeExciseTaxAmt
Subtotal$1,508SubtotalAmt
Tax Based On Investment Income$1,508TaxBasedOnInvestmentIncomeAmt
Tax Due$1,508TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MARSHALL WHITEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5105289484PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1418 COLUSA AVENUEAddressLine1Txt
CityKENSINGTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94707ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MARSHALL WHITE
418 COLUSA AVENUEKENSINGTONCA94707PRESIDENT.0.00$0
JENNIFER MEUX WHITE
418 COLUSA AVENUEKENSINGTONCA94707SECRETARY/CF0.00$0
ROBERT ARAMAYO
555 PIERCE STREET 1008ALBANYCA94706DIRECTOR.0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$1,508TaxBasedOnInvestmentIncomeAmt
Total Tax$1,508TotalTaxAmt
Distributable Before Adj$1,508DistributableBeforeAdjAmt
Distributable Before Ded$1,508DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$39,000ExpensesAndContributionsAmt
Qualifying Distributions$39,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$37,000ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$37,500ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,000ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$39,000ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$190,500TotalExcessDistributionCyovAmt
Qualifying Distributions$39,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$39,000RemainingDistriFromCorpusAmt
Total Corpus$229,500TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$37,000ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$192,500ExcessDistriCyovToNextYrAmt
Excess From Year4$37,500ExcessFromYear4Amt
Excess From Year3$38,000ExcessFromYear3Amt
Excess From Year2$39,000ExcessFromYear2Amt
Excess From Year1$39,000ExcessFromYear1Amt
Excess From Current Year$39,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARSHALL WHITEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CALIFORNIA TROUT INC
870 MARKET STREET SUITE 1185SAN FRANCISCOCA94102501C3TO FUND TROUT HABITAT CONSERVATION$2,000
TUOLUMNE RIVER TRUST
FORT MASON CENTER BLDG CSAN FRANCISCOCA94123501C3TO FUND WILDLIFE CONSERVATION$2,000
CALIFORNIA WATERFOWL ASSOCIATION
4630 NORTHGATE BLVD SUITE 150SACRAMENTOCA95834501C3TO FUND WATERFOWL CONSERVATION$2,000
POINT BLUE CONSERVATION SCIENCE
3820 CYPRESS DRIVE SUITE 11PETALUMACA94954501C3TO FUND WILDLIFE CONSERVATION$2,000
MUSEUM OF VERTEBRATE ZOOLOGY
3101 VALLEY LIFE SCIENCES BLDG UCBBERKELEYCA94720501C3RESEARCH OF THE BIOLOGY OF VERTABRATE ANIMALS$5,000
SAN JOAQUIN RIVER PARKWAY
11605 OLD FRIANT ROADFRESNOCA93730501C3TO FUND OPEN SPACE AND WILDLIFE CONSERVATION$2,000
UC REGENTS BOTANICAL GARDEN
200 CENTENNIAL DRIVEBERKELEYCA94720501C3TO FUND NATIVE PLANT EDUCATION$4,000
THE WILDLIFE SOCIETY
5410 GROSEVNOR LANEBETHESDAMD20814501C3TO FUND WILDLIFE CONSERVATION$2,000
THE NATURE CONSERVANCY OF CALIFORNI
201 MISSION STREETSAN FRANCISCOCA94105501C3TO FUND WILDLIFE CONSERVATION$2,000
CALIFORNIA NATIVE PLANT SOCIETY
1722 J STREETSACRAMENTOCA95814501C3TO FUND NATIVE PLANT CONSERVATION$2,000
THE ALDO LEOPOLD FOUNDATION
PO BOX 77BARABOOWI53913501C3FOR CAPITAL CAMPAIGN$2,000
ROBY BESS WELDER WILDLIFE CONSERVAT
PO BOX 1400SINTONTX78387501C3TO FUND WILDLIFE RESEARCH$2,000
HSU ADVANCEMENT FOUNDATION
1 HARPST STREETARCATACA95521501CTO FUND WILDLIFE RESEARCH$2,000
POLKA DOT FOUNDATION
31 DOS POSOSORINDACA94563501C3TO FUND FORESTRY PRESERVATION PROJECT$2,000
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVERESTONVA20190501C3TO FUND WILDLIFE PRESERVATION$2,000
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20037501C3TO FUND WILDLIFE PRESERVATION$2,000
THE JEPSON HERRBARIUM UC BERKELEY
100 VALLEY LIFE SCIENCES BLDGBERKELEYCA94720501C3TO FUND SCIENTIFIC UNDERSTANDING OF GEOLOGY, SOIL, AND VEGITATION$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$39,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$64,508RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$64,508RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$64,508TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$1,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFUNDS IN TRANSITDesc
Amt$28,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGEDesc
Revenue And Expenses Per Books$13RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$173,511Amt

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