UNITED STATES ENDOWMENT FORFORESTRY AND COMMUNITIES INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES ENDOWMENT FORFORESTRY AND COMMUNITIES INC (EIN 20-5583324)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201723189349308552
- 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 D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T15:31:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560747981 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | 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 | 205583324 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES ENDOWMENT FOR FORESTRY AND | BusinessNameLine1Txt |
| Business Name Line2 | COMMUNITIES inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 8642337646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 908 EAST NORTH STREET | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLTON OWEN | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8642337646 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amy Bibby | PreparerPersonNm |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.25.12.224 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 11:06:56 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3C4A73C7F70BFF54BAAC11A85090BDFB39FC8B01 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARLTON OWEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 908 EAST NORTH STREET | AddressLine1Txt |
| City | greenville | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $83,144,605 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USENDOWMENT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO ADVANCE POSITIVE CHANGE FOR THE NATION'S WORKING FORESTS AND FOREST-RELIANT COMMUNITIES | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | -$251,151 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$251,151 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,084,668 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,993,765 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,801 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,762,184 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,105,469 | PYTotalRevenueAmt |
| CY Total Revenue | $9,755,949 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,098,717 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,140,059 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,457,552 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,553,459 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $726,036 | PYOtherExpensesAmt |
| CY Other Expenses | $914,716 | CYOtherExpensesAmt |
| PY Total Expenses | $9,282,305 | PYTotalExpensesAmt |
| CY Total Expenses | $10,608,234 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,176,836 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$852,285 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $209,411,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $221,318,969 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,353,882 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,915,575 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $208,057,193 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $219,403,394 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ENDOWMENT WORKS COLLABORATIVELY WITH PARTNERS IN THE PUBLIC AND PRIVATE SECTORS TO ADVANCE SYSTEMIC, TRANSFORMATIVE AND SUSTAINABLE CHANGE FOR THE HEALTH AND VITALITY OF THE NATION'S WORKING FORESTS AND FOREST RELIANT COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,926,327 | ExpenseAmt |
| Grant | $8,140,059 | GrantAmt |
| Desc | SEE SCHEDULE O FOR STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS:The Endowment seeks to advance its mission using a "theory of change" that focuses on work in three areas: retaining and restoring healthy working forests; promoting and capturing multiple value streams; and enhancing community capacity, collaboration, and leadership. The Endowment deploys its work through seven primary initiatives each of which supports a number of projects or activities. I. Non-Traditional Markets -- Healthy Watershed through Healthy Forests: Connecting downstream water consumers with upstream forest owners with the intent to advance overall watershed health and quality by ensuring conservation of working forests. Much of this work is jointly-funded in partnership with the USDA Natural Resources Conservation Service (NRCS). We continue work in the Savannah River basin and have a nation-wide effort with the American Water Works Association.II. Wood-to-Energy is a joint-venture approach to developing sustainable markets for small diameter, dead & dying wood to enhance forest health while advancing family-supporting jobs in rural communities through domestic green energy production. Partnering with the USDA Forest Service we are concentrating our work in seeking to commercialize torrefaction to provide a robust new market for fuels that could yield green energy. In 2016 a pilot test burn of torrefied pellets and chops was successfully completed in a coal-fired facility.III. Forest Health: Via a partnership with the USDA Forest Service and Duke Energy, the primary funding partners, the Endowment is plumbing the potential of modern forest biotechnology to aid in addressing the burgeoning forest health problem caused by endemic as well as exotic pests and diseases. Work under FHI is progressing along three braided prongs -- 1. science (with major research underway at a Forest Service Lab in Mississippi as well as the University of Georgia; State University of New York at Syracuse; and others); 2. regulatory (where work and discussions are underway with key federal agencies with oversight of biotechnology); and 3. social and environmental concerns. The multi-year initiative is slated to continue thru at least 2017. A second effort in this space has seen the Endowment serve as cross-border convener for more strategic collaboration between Canada and the U.S. In 2015 we hosted the third Canada/US Forest Health Summit; the next Summit is scheduled for 2017.IV. Traditional Markets: The Endowment is working with and across a sector of the forest products industry to determine the potential of USDA Research and Promotion Programs (Commodity Check-offs) to grow markets for wood-to-energy. These programs build on successful work that led to creation of a softwood lumber check-off (approved in 2011); and paper check-off (approved in late 2013). V. Innovation: The Endowment is partnering with the Forest Service to advance commercialization of 21st woody cellulose products using nanotechnology. The three-year initiative has engaged partners to fill knowledge gaps that should lead to potential new products all while placing a primary interest on ensuring human and environmental healthy and safety. New work is just beginning to advance mass timber applications to support taller wooden buildings. VI. Working Forests: This initiative includes a number of projects including the Keeping Forests as Forests; Partnership for Southern Forestland Conservation; National Conservation Easement Database; and support for the Department of Defense's base buffering program. Each is designed to aid in retention and restoration of healthy working forests. A new project is fostering collaboration to restore forests in the Mississippi River Basin and other rivers flowing in the Gulf to mitigate impacts from the BP Deepwater Horizon oil spill. VII. Asset Creation: This Sustainable Forestry and Land Retention initiative was formally launched in 2013 with an objective of using forests and forest-based assets to create economic opportunity for under-served populations. Primary collaborators in the USDA Forest Service and NRCS are working with the Endowment in pilot projects in AL, NC, SC, AK and VA to promote and provide sustainable forestry services. African-American family forest owners are being engaged in active management of their forests to benefit their families including ensuring proper legal title to foster transfer to future generations. | Desc |
| Total Program Service Expenses | $9,926,327 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIGNE C CANN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8642337646 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 908 EAST NORTH STREET | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Carlton Owen | ||||||||
| President/CEO Secretary | 40.00 | Yes (X) | Yes (X) | $325,094 | $0 | $45,528 | ||
| Mark D Emmerson | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| James Farrell | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jeff Hearn | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jim Hoolihan | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| John Kulhavi | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Colin Moseley | ||||||||
| Chairman | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Judith Stockdale | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrea Tuttle | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Jon Voigtman | ||||||||
| Director/Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John Weaver | ||||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| John T Cooper Jr | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Tamar Datan | ||||||||
| Vice Chair | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Alicia Cramer | ||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Signe Cann | ||||||||
| CFO | 40.00 | Yes (X) | $161,117 | $0 | $12,315 | |||
| Peter Stangel | ||||||||
| Sr. Vice-President | 40.00 | $235,853 | $0 | $23,665 | Yes (X) | |||
| Michael Goergen | ||||||||
| Vice-President | 40.00 | $184,472 | $0 | $17,432 | Yes (X) | |||
| Alan McGregor | ||||||||
| Vice-President | 40.00 | $145,638 | $0 | $22,384 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,052,174 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $121,324 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,974,675 | GovernmentGrantsAmt |
| All Other Contributions | $3,019,090 | AllOtherContributionsAmt |
| Total Contributions | $7,993,765 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,382,776 | TotalRevenueColumnAmt |
| Exclusion | $3,382,776 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $71,768,064 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $73,388,656 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,620,592 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,620,592 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$251,151 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,369,441 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,755,949 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$251,151 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,013,335 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,140,059 | TotalAmt |
| Program Services | $8,140,059 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906,536 | TotalAmt |
| Program Services | $644,670 | ProgramServicesAmt |
| Management And General | $261,866 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,627 | TotalAmt |
| Program Services | $244,338 | ProgramServicesAmt |
| Management And General | $104,289 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,343 | TotalAmt |
| Program Services | $89,486 | ProgramServicesAmt |
| Management And General | $36,857 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,108 | TotalAmt |
| Program Services | $86,047 | ProgramServicesAmt |
| Management And General | $23,061 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,845 | TotalAmt |
| Program Services | $44,512 | ProgramServicesAmt |
| Management And General | $18,333 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,348 | TotalAmt |
| Management And General | $19,348 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,509 | TotalAmt |
| Management And General | $60,509 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,186 | TotalAmt |
| Program Services | $13,186 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,497 | TotalAmt |
| Program Services | $23,973 | ProgramServicesAmt |
| Management And General | $19,524 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,454 | TotalAmt |
| Management And General | $22,454 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,691 | TotalAmt |
| Program Services | $80,355 | ProgramServicesAmt |
| Management And General | $51,336 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,868 | TotalAmt |
| Management And General | $17,868 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,720 | TotalAmt |
| Management And General | $5,720 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,428 | TotalAmt |
| Program Services | $11,263 | ProgramServicesAmt |
| Management And General | $23,165 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBT EXPENSE | $548,438 | $548,438 | |
| TAXES/OTHER | $17,577 | $17,577 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,608,234 | TotalAmt |
| Program Services | $9,926,327 | ProgramServicesAmt |
| Management And General | $681,907 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,229,198 | BOYAmt |
| EOY | $4,938,943 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,214 | BOYAmt |
| EOY | $1,757,759 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,252,754 | BOYAmt |
| EOY | $12,678,250 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,349 | BOYAmt |
| EOY | $19,899 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $461,895 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $90,478 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $387,622 | BOYAmt |
| EOY | $371,417 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,357,174 | BOYAmt |
| EOY | $190,815,479 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,615,402 | BOYAmt |
| EOY | $10,338,665 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,000 | BOYAmt |
| EOY | $346,562 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,362 | BOYAmt |
| EOY | $51,995 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,411,075 | BOYAmt |
| EOY | $221,318,969 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,065,082 | BOYAmt |
| EOY | $1,781,264 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,135 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,665 | BOYAmt |
| EOY | $134,311 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,353,882 | BOYAmt |
| EOY | $1,915,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,510,678 | BOYAmt |
| EOY | $17,412,885 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,515 | BOYAmt |
| EOY | $1,990,509 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,000,000 | BOYAmt |
| EOY | $200,000,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,057,193 | BOYAmt |
| EOY | $219,403,394 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,411,075 | BOYAmt |
| EOY | $221,318,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$852,285 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,198,486 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 Minus4 Years | $2,222,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,108,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,536,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,084,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,093,765 | CurrentTaxYearAmt |
| Total | $20,045,668 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,222,177 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,108,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,536,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,084,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,093,765 | CurrentTaxYearAmt |
| Total | $20,045,668 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $53,093 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,992,575 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,326,564 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,853,738 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,729,401 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,949,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,382,776 | CurrentTaxYearAmt |
| Total | $15,241,598 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $203,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $308,087 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,595,353 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,912,026 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.56170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $194,972,576 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,739,487 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,557,919 | OtherExpendituresAmt |
| End Year Balance | $201,154,144 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,596,560 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,893,979 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,730,005 | OtherExpendituresAmt |
| End Year Balance | $194,972,576 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $198,007,523 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $17,741,284 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,152,247 | OtherExpendituresAmt |
| End Year Balance | $211,596,560 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $186,180,578 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,422,311 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,595,366 | OtherExpendituresAmt |
| End Year Balance | $198,007,523 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $175,738,902 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,944,377 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,502,701 | OtherExpendituresAmt |
| End Year Balance | $186,180,578 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.99500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $137,794 | OtherCostOrOtherBasisAmt |
| Book Value | $137,794 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $324,101 | OtherCostOrOtherBasisAmt |
| Depreciation | $90,478 | DepreciationAmt |
| Book Value | $233,623 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $371,417 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE ORGANIZATION WAS FUNDED WITH A ONE-TIME INFUSION OF $200 MILLION UNDER THE TERMS OF THE SOFTWOOD LUMBER AGREEMENT BETWEEN THE UNITED STATES AND CANADA. EARNINGS FROM THE ENDOWMENT CAN BE USED TO FUND THE ORGANIZATION'S PURPOSES OF SUPPORTING EDUCATIONAL AND CHARITABLE CAUSES IN TIMBER-RELIANT COMMUNITIES, EDUCATIONAL AND PUBLIC-INTEREST PROJECTS ADDRESSING FOREST MANAGEMENT ISSUES THAT AFFECT TIMBER-RELIANT COMMUNITIES, OR THE SUSTAINABILITY OF FORESTS AS SOURCES OF BUILDING MATERIALS, WILDLIFE HABITAT, BIO-ENERGY, RECREATION, AND OTHER VALUES. |
| Part X, Line 2: | The Endowment has obtained tax exempt status under Internal Revenue Code Section 501(c)(3), and as such, is exempt from income taxes except on unrelated business income. Accordingly, the accompanying consolidated financial statements do not reflect a provision or liability for Federal and state income taxes. The Endowment has determined that there are no material unrecognized tax benefits or obligations as of December 31, 2016. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Cacapon and Lost Rivers Land Trust Inc | ||||||||
| PO Box 58 | Wardensville | WV | 26851 | 550700086 | 501 (c) (3) | $9,575 | Healthy Watershed Consortium | |
| Center for Heirs' Property Preservation | ||||||||
| 1535 Sam Rittenburg Blvd Suite D | Charleston | SC | 294074124 | 522452879 | 501 (c) (3) | $303,557 | Sustainable Forestry and Land Retention | |
| Conservation Foundation of the Gulf Coast | ||||||||
| 400 Oalmetto Avenue PO Box 92 | Osprey | FL | 34229 | 200345349 | 501 (c) (3) | $27,250 | Healthy Watershed Consortium | |
| Ducks Unlimited | ||||||||
| 1220 Eisenhower Place | Ann Arbor | MI | 48108 | 135643799 | 501 (c) (3) | $121,351 | Gulf of Mexico Forestry | |
| Federation of Southern Coops Land | ||||||||
| 2769 Church Street | East Point | GA | 30344 | 581026695 | 501 (c) (3) | $97,252 | Sustainable Forestry and Land Retention | |
| Florida Forest Service | ||||||||
| 3125 Conner Blvd | Tallahassee | FL | 32399 | 501 (c) (3) | $7,310 | State Wildlife Action Plans | ||
| GA Southern U | ||||||||
| Georgia Southern University | Statesboro | GA | 30460 | 464219265 | University | $350,000 | Consortium for Advanced Wood to Energy Solutions | Research |
| LRLEAN | ||||||||
| 3726 County Road 12 | Fayette | AL | 35555 | 453970733 | 501 (c) (3) | $126,500 | Sustainable Forestry and Land Retention | |
| McIntosh SEED | ||||||||
| PO Box 2355 | Darien | GA | 31305 | 582556194 | 501 (c) (3) | $62,500 | Sustainable Forestry and Land Retention | |
| Michigan State University | ||||||||
| Contract and Grant Administration | East Lansing | MI | 48824 | 386005984 | University | $36,187 | P3 Nanocellulose Research | |
| Michigan Technological University | ||||||||
| 1400 Townsend Drive | Houghton | MI | 49931 | 386005955 | University | $71,024 | Consortium for Advanced Wood to Energy Solutions | |
| National Wildlife Federation | ||||||||
| 1990 K Street Suite 430 | Washington | DC | 20006 | 530204616 | 501 (c) (3) | $67,000 | Gulf of Mexico Forestry | |
| Northern Forest Center | ||||||||
| PO Box 210 | Concord | NH | 03302 | 223458955 | 501 (c) (3) | $20,000 | Rural Innovation Group | |
| Oregon State | ||||||||
| 312 Kerr Administration Building | Corvallis | OR | 973391086 | 936001786 | University | $54,383 | P3 Nanocellulose Commercialization | |
| Pacific Forest Trust | ||||||||
| 1001-A OReilly Avenue | San Francisco | CA | 94129 | 680292509 | 501 (c) (3) | $51,652 | Healthy Watershed Consortium | |
| Puget Sound Regional Council | ||||||||
| 1011 Western Avenue 500 | Seattle | WA | 89104 | 910662794 | 501 (c) (3) | $2,329 | Healthy Watershed Consortium | |
| Purdue University | ||||||||
| 23510 Network Place | Chicago | IL | 660731235 | 356002041 | University | $28,004 | P3 Nanocellulose Commercialization | |
| Virginia Department of Conservation | ||||||||
| 600 East Main Street 24th Floor | Richmond | VA | 23219 | 546004497 | University | $42,895 | Healthy Watershed Consortium | |
| Research Foundation of New York SUNY | ||||||||
| PO Box 9 | Albany | NY | 122010009 | 141368361 | University | $14,025 | Biotechnology; Forest Genetics | |
| Roanoke Economic Development Inc | ||||||||
| 409 Main St PO Box 148 | Rich Square | NC | 27869 | 562182552 | 501 (c) (3) | $176,000 | Sustainable Forestry and Land Retention | |
| The Freshwater Trust | ||||||||
| 700 SW Taylor Street Suite 200 | Portland | OR | 97205 | 930843521 | 501 (c) (3) | $41,392 | Healthy Watershed Consortium | |
| The Trust for Public Land | ||||||||
| 101 Montgomery StSuite 900 | San Francisco | CA | 94104 | 237222333 | University | $5,000 | Healthy Watershed Consortium | |
| UGA Research Foundation | ||||||||
| 310 East Campus Rd | Athens | GA | 30602 | 581353149 | University | $89,382 | Consortium for Advanced Wood to Energy Solutions | |
| UGA Research Foundation | ||||||||
| 310 E Campus Rd | Athens | GA | 30602 | 581353149 | 501 (c) (3) | $56,613 | Biotechnology; Forest Genetics | |
| Univ of Arkansas Pine Bluff | ||||||||
| MS 4984 | Pine Bluff | AR | 71601 | 581353149 | 501 (c) (3) | $23,407 | Sustainable Forestry and Land Retention | |
| University of Louisville Research Foundat | ||||||||
| 300 East Market St Suite 300 | Louisville | KY | 402021959 | 611029626 | University | $85,000 | Consortium for Advanced Wood to Energy Solutions | |
| University of Maine | ||||||||
| 5717 Corbett Hall Room 400 | Orono | ME | 044695717 | 016000769 | University | $117,938 | P3 Nanocellulose Research | |
| University of Minnesota - NRRI | ||||||||
| PO Box 1450 | Minneapolis | MN | 554855957 | 416007513 | University | $299,476 | Consortium for Advanced Wood to Energy Solutions | |
| Virginia Dept Of Forestry | ||||||||
| 900 Natural Resource Drive Suite | Charlottesville | VA | 22903 | 546001800 | University | $78,235 | Healthy Watersheds | 800 |
| Virginia Polytechnic Institute -P3 Nano | ||||||||
| North End Center MC 0170 | Blacksburg | VA | 24061 | 546001805 | University | $88,439 | P3 Nanocellulose Commercialization | |
| Virginia Tech - FHI | ||||||||
| North End Center MC 0170 | Blacksburg | VA | 24061 | 546001805 | University | $81,569 | Biotechnology; Forest Genetics | |
| Western Rivers Conservancy | ||||||||
| 71 SW Oak Street Suite 100 | Portland | OR | 97204 | 931326405 | 501 (c) (3) | $33,885 | Healthy Watershed Consortium | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 32 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | GRANTEES ARE TYPICALLY SELECTED FROM SUBMISSIONS IN RESPONSE TO COMPETITIVE REQUESTS FOR PROPOSALS PROCESSES. EACH PROJECT HAS A DIFFERENT SET OF CRITERIA. ALL GRANTEES OPERATE WITH AN AGREED-UPON WORKPLAN AND DELIVERABLES FOR EACH PROJECT. FUNDS ARE DISBURSED BASED UPON MONITORING OF PROGRESS AND THE AGREEMENT BETWEEN THE GRANTEE AND THE ENDOWMENT OF SATISFACTORY ACCOMPLISHMENTS PER THE AWARD CONTRACT. THE ORGANIZATION'S PROGRAM-RELATED INVESTMENTS ARE MADE UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. ALL INVESTMENTS ARE WITH ORGANIZATIONS THAT SUPPORT THE US ENDOWMENT FOR FORESTRY AND COMMUNITIES' PURPOSE AND GOALS. THE INVESTMENTS ARE MONITORED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Carlton Owen | ||||||||||||||
| President/CEO Secretary | $325,094 | $0 | $0 | $0 | $0 | $0 | $18,000 | $0 | $27,528 | $0 | $370,622 | $0 | $0 | $0 |
| Signe Cann | ||||||||||||||
| CFO | $161,117 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,315 | $0 | $173,432 | $0 | $0 | $0 |
| Peter Stangel | ||||||||||||||
| Sr. Vice-President | $235,853 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $23,665 | $0 | $259,518 | $0 | $0 | $0 |
| Michael Goergen | ||||||||||||||
| Vice-President | $184,472 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $17,432 | $0 | $201,904 | $0 | $0 | $0 |
| Alan McGregor | ||||||||||||||
| Vice-President | $145,638 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $22,384 | $0 | $168,022 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Paid $ 280 in 2016 for lodging of out-of-town staff in personal residence during trips to Greenville, at rate of $20 per night. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MILA ALVAREZ | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | RELATED TO MICHAEL GOERGEN | RelationshipDescriptionTxt |
| Transaction | $23,800 | TransactionAmt |
| Transaction | CONSULTANT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE ENTIRE BOARD OF DIRECTORS WAS PROVIDED A COPY OF THE DRAFT FORM 990. REVIEW AND DISCUSSION OF THE CONTENTS WERE LED BY THE AUDIT COMMITTEE AND THE PRESIDENT & CEO. ALSO, OUR LEAD AUDIT PARTNER FREQUENTLY WAS AT THE MEETING TO DISCUSS DETAILS. THE BOARD THEN FORMALLY APPROVED THE FORM 990 BEFORE IT IS SUBMITTED. |
| Form 990, Part VI, Section B, line 12c | AT EVERY MEETING OF THE BOARD OF DIRECTORS, BEFORE ANY ACTION IS TAKEN ON A PARTICULAR TOPIC, MEMBERS ARE ASKED TO NOTE FOR THE RECORD ANY AREAS OF POTENIAL CONFLICT. ANNUALLY, EACH MEMBER OF THE BOARD AND STAFF ARE ASKED TO REVIEW AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. |
| Form 990, Part VI, Section B, line 15 | OFFICER-LEVEL SALARIES ARE ESTABLISHED BASED UPON THE EDUCATION, EXPERIENCE AND OTHER QUALIFICATIONS OF EACH INDIVIDUAL AND BENCHMARKED AGAINST THE PAY OF SIMILAR POSITIONS WITHIN NOT-FOR-PROFITS AS A CLASS (E.G. AVERAGE ANNUAL SALARY OF WASHINGTON, DC-BASED NGOS) AND A MORE DEFINED GROUP OF NOT-FOR-PROFITS "PEER ORGANIZATIONS. SALARIES OF ALL STAFF, WITH THE EXCEPTION OF THE CEO, ARE ESTABLISHED USING THESE BENCHMARKS AND ADMINISTERED BY THE CEO WITH BOARD REVIEW/APPROVAL ON EACH EMPLOYEE'S ANNIVERSARY DATE WITH THE ENDOWMENT. IN THE CASE OF THE CEO, THE BOARD OF DIRECTORS REVIEWS THE CEO'S PAY AND BENEFITS AT LEAST ANNUALLY. THE ENTIRE PAY/BENEFITS PACKAGE IS TESTED IN A REVIEW OF PEER GROUP AND OTHER BENCHMARKS IN A SCAN ADMINISTERED BY THE AUDIT COMMITTEE AND PERIODICALLY REVIEWED BY OUTSIDE COUNSEL AND/OR A BENEFITS CONSULTANT. |
| Form 990, Part VI, Section C, line 18 | COPIES OF THE ORGANIZATION'S FORM 990 IS AVAILABLE ON THE ORGANIZATIONAL WEBSITE AND WWW.charitynavigator.com |
| Form 990, Part VI, Section C, line 19 | COPIES OF ALL GOVERNANCE DOCUMENTS -- CHARTER, BYLAWS, STEWARDSHIP PRINCIPLES, VALUES -- ARE AVAILABLE ON THE ORGANIZATIONAL WEBSITE. |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON TORREFACTION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 668 | AddressLine1Txt |
| City | PRINEVILLE | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352567331 | EIN |
| Primary Activities | BIOFUEL RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | OR | LegalDomicileStateCd |
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$889,967 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,160,743 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.70000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY WEALTH THROUGH FORESTRY INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 908 E NORTH STREET | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320362399 | EIN |
| Primary Activities | INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | GA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US ENDOWMENT FOR FORESTRY AND COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$3,862 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $3,969,966 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY WEALTH THROUGH FORESTRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $4,224,226 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments