WINDWARD FUND: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WINDWARD FUND (EIN 47-3522162)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201713179349301601
- Schema version
- 2016v3.0
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T08:42:53-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473522162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDWARD FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 2027953074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE BODNER | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 2027953074 | PhoneNum |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-09 | IPDt |
| IP Tm | 14:47:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B203A4A8A6E61DBC561768F9DF64C20883389877 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21BC9F0CB92CCAF1C8F75DAE5A2E63B6F184FA88 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEE BODNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,819,553 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WINDWARDFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | THE WINDWARD FUND ADVANCES PUBLIC AWARENESS ABOUT CONSERVATION, CLIMATEAND ENVIRONMENTAL ISSUES, SUSTAINABLE FOOD SYSTEMS, AND THE PROTECTION OF LAND, WILDLIFE, AND OTHER NATURAL RESOURCES. AS A 501(C)(3) PUBLIC CHARITY, WINDWARD HOSTS PUBLIC AWARENESS CAMPAIGNS AND GRANT-MAKING PROJECTS THAT ADDRESS CONSERVATION FROM A RANGE OF ANGLES. WINDWARD ALSO PROVIDES A PLATFORM FOR DONORS TO CONVENE AND COLLABORATE ON THESE ISSUES, LEVERAGING THE WORK OF OTHER CONSERVATION PROJECTS HOUSED AT THE FUND TO STRENGTHEN THEIR EFFORTS AND ADVANCE THE FIELD. THE FUND IS MANAGED BY SPECIALISTS EXPERIENCED IN CONSERVATION AND ENVIRONMENTAL ISSUES WHO PROVIDE STRATEGIC SUPPORT, GUIDANCE ON BEST PRACTICES, AND OPERATIONAL AND ADMINISTRATIVE EXPERTISE TO HOSTED PROJECTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,297,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,819,553 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | -$7,491 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,297,000 | PYTotalRevenueAmt |
| CY Total Revenue | $15,812,062 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,339,698 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $304,800 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $58,293 | PYOtherExpensesAmt |
| CY Other Expenses | $4,808,326 | CYOtherExpensesAmt |
| PY Total Expenses | $58,293 | PYTotalExpensesAmt |
| CY Total Expenses | $7,452,824 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,238,707 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,359,238 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,297,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,943,689 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $58,293 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,345,744 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,238,707 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,597,945 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WINDWARD FUND SEEKS TO RAISE PUBLIC AWARENESS ABOUT THE IMPORTANCE OF CONSERVATION, CLIMATE AND ENVIRONMENTAL ISSUES, SUSTAINABLE FOOD SYSTEMS, AND THE PROTECTION OF LAND, WILDLIFE, AND OTHER NATURAL RESOURCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,091,359 | ExpenseAmt |
| Grant | $1,889,698 | GrantAmt |
| Desc | ENVIRONMENTAL (CLIMATE, CONSERVATION, AND ENERGY) PROGRAMS: WINDWARD FUND'S ENVIRONMENTAL PROGRAMS FOCUS ON A RANGE OF CONSERVATION, CLIMATE,AND ENERGY ISSUES IN THE U.S. AND ABROAD. THESE ISSUES INCLUDE WATER SOLUTIONS IN THE AMERICAN WEST, CLIMATE RESILIENCE, ALTERNATIVE ENERGY SOURCES, REDUCTION OF DEFORESTATION, AND CONSERVATION PLANNING. OUR WORK PRIMARILY INCLUDES CONVENING, GRANTMAKING, COMMUNICATIONS, COOORDINATION AMONG STAKEHOLDERS, CIVIC AND MEDIA ENGAGEMENT, AND PUBLIC AWARENESS CAMPAIGNS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $621,285 | ExpenseAmt |
| Grant | $450,000 | GrantAmt |
| Desc | AGRICULTURE, FOOD, NUTRITION: WINDWARD FUND'S AGRICULTURE, FOOD, AND NUTRITION PROGRAMS FOCUS ON A RANGE OF ISSUES AIMED AT TRANSFORMING FOOD SYSTEMS TO GREATER ACCESSIBILITY AND SUSTAINABILITY, WORKING ON TOPICS SUCH AS REGENERATIVE STEWARDSHIP OF AGRICULTURAL LANDS AND AN ENABLING INFRASTRUCTURE AND POLICY ENVIRONMENT FOR A HEALTHY FOOD SYSTEM. ACTIVITIES CONDUCTED INCLUDE COOORDINATION AMONG STAKEHOLDERS, GRANTMAKING, COMMUNICATIONS, AND PUBLIC AWARENESS CAMPAIGNS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,712,644 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILBUR PRIESTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027953074 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 CONNECTICUT AVENUE NW NO 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| LEE BODNER | ||||||
| BOARD CHAIR AND PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC KESSLER ENDING 060116 | ||||||
| BOARD CHAIR AND PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES SAVITT | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ADAM EICHBERG ENDING 060116 | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HARRY DRUCKER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AILEEN LEE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTEN GRIMM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE BOYD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILBUR PRIESTER | ||||||
| CHIEF FINANCIAL OFFICER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW SCHULZ | ||||||
| GENERAL COUNSEL | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARABELLA ADVISORS | |||||
| 1201 CONNECTICUT AVE STE 300 | WASHINGTON | DC | 20036 | MANAGEMENT | $740,180 |
| SUSAN BELL AND ASSOCIATES | |||||
| 570 OAK KNOLL LANE | MENLO PARK | CA | 94025 | CONSULTING | $397,091 |
| REDSTONE STRATEGY GROUP | |||||
| 1542 HIGH STREET | BOULDER | CO | 80304 | CONSULTING | $347,398 |
| MALIHA KHAN | |||||
| 55 LOOMOS STREET | CAMBRIDGE | MA | 02138 | CONSULTING | $231,258 |
| FRANCES J SEYMOUR | |||||
| 5517 CAROLINA PLACE | WASHINGTON | DC | 20016 | CONSULTING | $119,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $15,819,553 | AllOtherContributionsAmt |
| Noncash Contributions | $452,500 | NoncashContributionsAmt |
| Total Contributions | $15,819,553 | TotalContributionsAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,491 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$7,491 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,491 | TotalRevenueColumnAmt |
| Exclusion | -$7,491 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,812,062 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$7,491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,339,698 | TotalAmt |
| Program Services | $2,339,698 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,800 | TotalAmt |
| Program Services | $304,800 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,180 | TotalAmt |
| Management And General | $740,180 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,083 | TotalAmt |
| Program Services | $201,083 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,679,250 | TotalAmt |
| Program Services | $3,679,250 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,960 | TotalAmt |
| Program Services | $12,960 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,476 | TotalAmt |
| Program Services | $4,476 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,377 | TotalAmt |
| Program Services | $170,377 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,452,824 | TotalAmt |
| Program Services | $6,712,644 | ProgramServicesAmt |
| Management And General | $740,180 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $9,570,533 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,000 | BOYAmt |
| EOY | $2,372,290 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,000 | BOYAmt |
| EOY | $866 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,297,000 | BOYAmt |
| EOY | $11,943,689 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,293 | BOYAmt |
| EOY | $622,566 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,146,198 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $576,980 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,293 | BOYAmt |
| EOY | $2,345,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,117 | BOYAmt |
| EOY | $6,621 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,590 | BOYAmt |
| EOY | $9,591,324 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,707 | BOYAmt |
| EOY | $9,597,945 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,297,000 | BOYAmt |
| EOY | $11,943,689 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $8,359,238 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,297,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,819,553 | CurrentTaxYearAmt |
| Total | $17,116,553 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,297,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,819,553 | CurrentTaxYearAmt |
| Total | $17,116,553 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,691,564 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,424,989 | PublicSupportTotal170Amt |
| Total Support | $17,116,553 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,452,824 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,452,824 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $522,641 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $130,660 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $11,659 | CurrentYearMinus1Amt |
| Current Year | $522,641 | CurrentYearAmt |
| Total | $534,300 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $801,450 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $2,915 | CurrentYearMinus1Amt |
| Current Year | $130,660 | CurrentYearAmt |
| Total | $133,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $200,363 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| Amt | $576,980 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $576,980 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,812,062 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,812,062 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,812,062 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,452,824 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,452,824 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,452,824 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FUND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). IN ADDITION, THE FUND QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2016 OR PERIOD FROM FEBRUARY 25, 2015 (INCEPTION), TO DECEMBER 31, 2015. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FUND'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FUND IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. BECAUSE THE FUND WAS FORMED DURING 2015, THAT YEAR IS THE ONLY TAX YEAR OPEN FOR EXAMINATION BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AUDUBON CALIFORNIA | ||||||||
| 225 VARICK ST FLOOR 7 | NEW YORK | NY | 10014 | 131624102 | 501(C)(3) | $10,000 | $0 | ENVIRONMENTAL PROGRAMS |
| BIODIVERSITY FOR A LIVABLE CLIMATE | ||||||||
| 227 HURLEY ST | CAMBRIDGE | MA | 02421 | 464207099 | 501(C)(3) | $25,000 | $0 | ENVIRONMENTAL PROGRAMS |
| CARBON CYCLE INSTITUTE | ||||||||
| P O BOX 107 | NICASIO | CA | 94946 | 462694752 | 501(C)(3) | $100,000 | $0 | ENVIRONMENTAL PROGRAMS |
| CONSERVATION BIOLOGY INSTITUTE | ||||||||
| 136 SW WASHINGTON AVE STE 202 | CORVALLIS | OR | 97333 | 911840582 | 501(C)(3) | $620,000 | $0 | ENVIRONMENTAL PROGRAMS |
| DEFENDERS OF WILDLIFE | ||||||||
| 1130 SEVENTEENTH ST NW | WASHINGTON | DC | 200364604 | 530183181 | 501(C)(3) | $15,000 | $0 | ENVIRONMENTAL PROGRAMS |
| FIBERSHED | ||||||||
| P O BOX 221 | SAN GERONIMO | CA | 94963 | 453055196 | 501(C)(3) | $50,000 | $0 | ENVIRONMENTAL PROGRAMS |
| GRANTMAKERS IN HEALTH | ||||||||
| 1100 CONNECTCUT AVE NW STE 1200 | WASHINGTON | DC | 20036 | 133206571 | 501(C)(3) | $61,198 | $0 | ENVIRONMENTAL PROGRAMS |
| HOLISTIC MANAGEMENT INTERNATIONAL | ||||||||
| 5941 JEFFERSON ST NE STE B | ALBUQUERQUE | NM | 87109 | 850324203 | 501(C)(3) | $25,000 | $0 | AGRICULTURE, FOOD, AND NUTRITION |
| LAND STEWARDSHIP PROJECT | ||||||||
| 821 E 35TH ST STE 200 | MINNEAPOLIS | MN | 55407 | 411466054 | 501(C)(3) | $50,000 | $0 | ENVIRONMENTAL PROGRAMS |
| LOS ANGELES COUNTY DEPARTMENT OF REGIONAL PLANNING | ||||||||
| 320 W TEMPLE ST ROOM 1383 | LOS ANGELES | CA | 90012 | 956000927 | GOV'T | $18,500 | $0 | ENVIRONMENTAL PROGRAMS |
| MOUNTAINS RECREATION AND CONSERVATION AUTHORITY | ||||||||
| 5810 RAMIREZ CANYON RD | MALIBU | CA | 90265 | 770112367 | GOV'T | $20,000 | $0 | ENVIRONMENTAL PROGRAMS |
| POINT REYES BIRD OBSERVATORY | ||||||||
| 3820 CYPRESS DR STE 11 | PETALUMA | CA | 94954 | 941594250 | 501(C)(3) | $150,000 | $0 | ENVIRONMENTAL PROGRAMS |
| QUIVIRA COALITION | ||||||||
| 1413 SECOND ST | SANTA FE | NM | 87505 | 311551770 | 501(C)(3) | $25,000 | $0 | ENVIRONMENTAL PROGRAMS |
| SACRAMENTO RIVER SETTLEMENT CONTRACTORS | ||||||||
| P O BOX 150 | WILLOWS | CA | 95988 | 811006355 | 501(C)(6) | $500,000 | $0 | ENVIRONMENTAL PROGRAMS |
| SLOW FOOD USA | ||||||||
| 1000 DEAN ST | BROOKLYN | NY | 11238 | 134100161 | 501(C)(3) | $25,000 | $0 | AGRICULTURE, FOOD, AND NUTRITION |
| SUSTAINABLE CONSERVATION | ||||||||
| 98 BATTERY ST | SAN FRANCISCO | CA | 94111 | 943232437 | 501(C)(3) | $250,000 | $0 | ENVIRONMENTAL PROGRAMS |
| TEXAS STATE UNIVERSITY | ||||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 786670747 | 746002248 | STATE UNIVERSITY | $75,000 | $0 | ENVIRONMENTAL PROGRAMS |
| THE NATURE CONSERVANCY | ||||||||
| 245 NORTH FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | 530242652 | 501(C)(3) | $100,000 | $0 | ENVIRONMENTAL PROGRAMS |
| TRANSITION HABITAT CONSERVANCY | ||||||||
| 8860 SHADOW MOUNTAIN RD | PINON HILLS | CA | 92372 | 743146328 | 501(C)(3) | $20,000 | $0 | ENVIRONMENTAL PROGRAMS |
| TROUT UNLIMITED | ||||||||
| 1777 NORTH KENT ST STE 100 | ARLINGTON | VA | 22209 | 381612715 | 501(C)(3) | $200,000 | $0 | ENVIRONMENTAL PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR MOST GRANTS CONTRIBUTED, THE ORGANIZATION REQUIRES THAT ORGANIZATIONS RECEIVING FUNDS SUBMIT A PROPOSAL AND PROVIDE POST-GRANT REPORTS. FOR NON 501C3 ORGANIZATIONS, THE ORGANIZATION GENERALLY REQUIRES A WRITTEN PROPOSAL DESCRIBING HOW THE GRANT FUNDS WILL BE USED. THE ORGANIZATION CONDUCTS A PRE-GRANT INQUIRY TO EVALUATE THE GRANTEE. ALL GRANTS ARE SUBJECT TO A WRITTEN GRANT AGREEMENT THAT IMPOSE REPORTING OBLIGATIONS, REQUIRE FUNDS BE USED SOLELY AS SPECIFIED IN THE PROPOSAL, AND REQUIRING THAT FUNDS BE RETURNED IF NOT SPENT APPROPRIATELY OR IF REPORTS AREN'T FILED AS REQUIRED. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARABELLA ADVISORS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V | RelationshipDescriptionTxt |
| Transaction | $740,180 | TransactionAmt |
| Transaction | SEE PART V | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: | FormAndLineReferenceDesc |
| Explanation | (A) NAME OF PERSON: ARABELLA ADVISORS, LLC(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION:ENTITY MORE THAN 35% OWNED BY ERIC KESSLER, PRESIDENT(C) AMOUNT OF TRANSACTION: $740,180(D) DESCRIPTION OF TRANSACTIONS: SPECIFICALLY, ARABELLA ADVISORS PROVIDED1) STAFF FOR WINDWARD PROJECTS; 2) OPERATIONAL SUPPORT IN MANAGING THEORGANIZATION AND 3) SUPPLEMENTAL CONSULTING SUPPORT FOR SOME WINDWARD PROJECTS.(E) SHARING OF ORGANIZATION REVENUES? = NO | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $452,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ERIC KESSLER, BRUCE BOYD, WILBUR PRIESTER, AND ANDREW SCHULZ HAVE BUSINESS RELATIONSHIPS. |
| FORM 990, PART VI, SECTION A, LINE 3 | WINDWARD FUND HAS AN ADMINISTRATIVE SERVICES AGREEMENT WITH ARABELLA ADVISORS, LLC. DURING THE YEAR, WINDWARD FUND PAID TO ARABELLA ADVISORS $576,980 FOR MANAGEMENT, ADMINISTRATIVE PERSONNEL, AND REIMBURSABLE EXPENSES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS OF WINDWARD FUND AND THE FUND'S LEGAL COUNSEL REVIEWED THE 990 BEFORE IT WAS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST. THE POLICY IS MONITORED AT THE BOARD LEVEL. COVERED INDIVIDUALS CANNOT VOTE ON MATTERS BEFORE THE BOARD WHEN THEY HAVE A CONFLICT IN THE MATTER. DISINTERESTED MEMBERS MUST DETERMINE WHETHER OR NOT THERE ARE ANY SUITABLE ALTERNATIVES TO POTENTIAL TRANSACTIONS THAT CAUSE CONFLICT. IF A COVERED PERSON IS FOUND IN VIOLATION OF THIS POLICY IT MAY BE CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15 | NONE OF THE NAMED POSITIONS EXISTED OR RECEIVED COMPENSATION DURING THE YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 3,679,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,679,250. |
| FORM 990, PART XII, LINE 2C | 2015 IS THE FIRST YEAR OF OPERATIONS. THE BOARD COMMENCED ITS OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR IN ACCORDANCE WITH THE WINDWARD FUND'S GOVERNANCE DOCUMENTS. |
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