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THE DAVID SHELDRICK WILDLIFE TRUST USA INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE DAVID SHELDRICK WILDLIFE TRUST USA INC (EIN 30-0224549)
Tax period
2015-04-01 to 2016-03-31
Filed
2016-08-12
IRS object ID
201642259349303044
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-12T13:51:12-05:00ReturnTs
Tax Period End2016-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN270851983PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SPONSEL CPA GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1251 N ILLINOIS ST STE 450AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300224549EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED STATES FRIENDS OF THEBusinessNameLine1Txt
Business Name Line2DAVID SHELDRICK WILDLIFE TRUST INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone9493053785PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125283 CABOT RD NO 101AddressLine1Txt
CityLAGUNA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92653ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMELISSA SCIACCAPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone9493053785PhoneNum
Signature2016-08-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL D BEDEL CPAPreparerPersonNm
PTINP01214018PTIN
Phone3176086699PhoneNum
Preparation2016-08-03PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMELISSA SCIACCAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125283 CABOT RD NO 101AddressLine1Txt
CityLAGUNA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92653ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$5,303,851GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressSHELDRICKWILDLIFETRUST.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2004FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO PROVIDE FINANCIAL SUPPORT TO PROGRAMS WHICH SPECIALIZE IN WILDLIFE PRESERVATION.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,633,544PYContributionsGrantsAmt
CY Contributions Grants$5,161,310CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$341PYInvestmentIncomeAmt
CY Investment Income-$1,682CYInvestmentIncomeAmt
PY Other Revenue-$76PYOtherRevenueAmt
CY Other Revenue$11,834CYOtherRevenueAmt
PY Total Revenue$1,633,809PYTotalRevenueAmt
CY Total Revenue$5,171,462CYTotalRevenueAmt
PY Grants And Similar Paid$501,198PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,659,059CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$56,464PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$258,828CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$60,865CYTotalFundraisingExpenseAmt
PY Other Expenses$46,070PYOtherExpensesAmt
CY Other Expenses$221,494CYOtherExpensesAmt
PY Total Expenses$603,732PYTotalExpensesAmt
CY Total Expenses$5,139,381CYTotalExpensesAmt
PY Revenues Less Expenses$1,030,077PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$32,081CYRevenuesLessExpensesAmt
Total Assets BOY$2,174,832TotalAssetsBOYAmt
Total Assets EOY$2,223,445TotalAssetsEOYAmt
Total Liabilities BOY$6,732TotalLiabilitiesBOYAmt
Total Liabilities EOY$23,264TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,168,100NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,200,181NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE FINANCIAL SUPPORT TO PROGRAMS WHICH SPECIALIZE IN THE PRESERVATION OF WILDLIFE IN THEIR NATURAL HABITAT AND THE DISSEMINATION OF KNOWLEDGE FOR THE FURTHERANCE OF WILDLIFE PRESERVATION. THE MOST IMPORTANT ACTIVITY (CONTINUED ON SCHEDULE O) OF THE CORPORATION IN FURTHERANCE OF THIS PURPOSE WILL BE TO PROVIDE FINANCIAL, TECHNICAL, AND OTHER SUPPORT FOR THE PROGRAMS OF THE DAVID SHELDRICK WILDLIFE TRUST (THE "TRUST").MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,848,682ExpenseAmt
Grant$4,659,059GrantAmt
Revenue$11,414RevenueAmt
DescTHE ORGANIZATION'S MOST IMPORTANT PROGRAM EFFORT IS FUNDING THE DAVID SHELDRICK WILDLIFE TRUST ("DSWT") WHICH, TO-DATE, HAS SUCCESSFULLY HAND-RAISED OVER 150 INFANT ELEPHANTS, ALONG WITH ACCOMPLISHING ITS LONG-TERM CONSERVATION PRIORITY BY EFFECTIVELY REINTEGRATING ORPHANS BACK INTO THE WILD. DSWT FOCUSES ON THE PRESERVATION AND PROTECTION OF WILDLIFE THROUGH ANTI-POACHING, SAFE GUARDING THE NATURAL ENVIRONMENT, ENHANCING COMMUNITY AWARENESS, ADDRESSING ANIMAL WELFARE ISSUES, PROVIDING VETERINARY ASSISTANCE TO ANIMALS IN NEED, AND RESCUING AND HAND REARING ELEPHANTS AND RHINO ORPHANS.Desc
Total Program Service Expenses$4,848,682TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or Procedure0WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldAZStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORGAN KRAUTSTRUNKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9493053785PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125283 CABOT RD NO 101AddressLine1Txt
CityLAGUNA HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92653ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
ANGELA M SHELDRICK
DIRECTOR2.00Yes (X)$0$0$0
ANNE EISELE
TREASURER10.00Yes (X)$0$0$0Yes (X)
ROBERT CARR-HARTLEY
DIRECTOR2.00Yes (X)$0$0$0
MARILYN MARCHETTI
SECRETARY10.00Yes (X)$0$0$0Yes (X)
STEPHEN D SMITH
VICE PRESIDENT10.00Yes (X)$0$0$0Yes (X)
ROBERT BRIAN MILLER
PRESIDENT10.00Yes (X)$0$0$0Yes (X)
JACKIE CITTONE-MAGID
DIRECTOR2.00Yes (X)$0$0$0
DREW FELLMAN
DIRECTOR2.00Yes (X)$0$0$0
JACK V ROBERTSON
DIRECTOR2.00Yes (X)$0$0$0
ROBERT BRANDFORD
DIRECTOR2.00Yes (X)$0$0$0
MELISSA SCIACCA
EXECUTIVE DIRECTOR50.00$110,000$0$0Yes (X)
NANCY HATTABAUGH
ACCOUNTING MANAGER50.00$49,471$0$2,500Yes (X)
MORGAN KRAUTSTRUNK
ACCOUNTING MANAGER50.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$159,471TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,500TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$5,161,310AllOtherContributionsAmt
Noncash Contributions$123,568NoncashContributionsAmt
Total Contributions$5,161,310TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,490TotalRevenueColumnAmt
Exclusion$1,490ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$121,826SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$123,569SecuritiesAmt
Other$1,429OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,743SecuritiesAmt
Other-$1,429OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,172TotalRevenueColumnAmt
Exclusion-$3,172ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$18,805GrossSalesOfInventoryAmt
Cost Of Goods Sold$7,391CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,414TotalRevenueColumnAmt
Related Or Exempt Func Income$11,414RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$420TotalRevenueColumnAmt
Exclusion$420ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$420OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,171,462TotalRevenueColumnAmt
Related Or Exempt Func Income$11,414RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$1,262ExclusionAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,659,059TotalAmt
Program Services$4,659,059ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$167,625TotalAmt
Program Services$113,747ProgramServicesAmt
Management And General$24,002ManagementAndGeneralAmt
Fundraising$29,876FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$67,503TotalAmt
Program Services$45,806ProgramServicesAmt
Management And General$9,665ManagementAndGeneralAmt
Fundraising$12,032FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$23,700TotalAmt
Program Services$16,083ProgramServicesAmt
Management And General$3,393ManagementAndGeneralAmt
Fundraising$4,224FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$51,200TotalAmt
Management And General$51,127ManagementAndGeneralAmt
Fundraising$73FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,111TotalAmt
Management And General$21,081ManagementAndGeneralAmt
Fundraising$30FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,035TotalAmt
Program Services$528ProgramServicesAmt
Management And General$17,388ManagementAndGeneralAmt
Fundraising$119FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,521TotalAmt
Management And General$32,521ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$27,399TotalAmt
Management And General$27,331ManagementAndGeneralAmt
Fundraising$68FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,253TotalAmt
Management And General$2,253ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,695TotalAmt
Management And General$3,695ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MERCHANT FEES$22,412$12,328$10,039$45
OPERATING EXPENSES$16,274$15,831$443
FUNDRAISING EXPENSES$16,242$1,131$1,170$13,941
OFFICE RELOCATION EXPEN$9,852$9,852

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Management And General$486ManagementAndGeneralAmt
Fundraising$14FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$5,139,381TotalAmt
Program Services$4,848,682ProgramServicesAmt
Management And General$229,834ManagementAndGeneralAmt
Fundraising$60,865FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,916,814BOYAmt
EOY$1,644,339EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$250,010BOYAmt
EOY$454,872EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$106,000EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$1,175BOYAmt
EOY$2,831EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$6,068EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$10,988LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,371LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,833BOYAmt
EOY$6,617EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$2,718EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,174,832BOYAmt
EOY$2,223,445EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,732BOYAmt
EOY$23,264EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,732BOYAmt
EOY$23,264EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,168,100BOYAmt
EOY$2,055,433EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
EOY$144,748EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,168,100BOYAmt
EOY$2,200,181EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,174,832BOYAmt
EOY$2,223,445EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$32,081ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$930,165CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,792,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,828,888CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,349,300CurrentTaxYearMinus1YearAmt
Current Tax Year$5,161,310CurrentTaxYearAmt
Total$11,062,266TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$930,165CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,792,603CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,828,888CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,349,300CurrentTaxYearMinus1YearAmt
Current Tax Year$5,161,310CurrentTaxYearAmt
Total$11,062,266TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,711,646SubstantialContributorsTotAmt
Public Support Total170$9,350,620PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,354CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,089CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$902CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$401CurrentTaxYearMinus1YearAmt
Current Tax Year$1,490CurrentTaxYearAmt
Total$6,236TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$390CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$65CurrentTaxYearMinus2YearsAmt
Current Tax Year$420CurrentTaxYearAmt
Total$875TotalAmt
FieldValueIRS element (for citing)
Total Support$11,069,377TotalSupportAmt
Gross Receipts Rltd Activities$34,563GrossReceiptsRltdActivitiesAmt
Public Support CY1700.84470PublicSupportCY170Pct
Public Support PY1700.99330PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,988OtherCostOrOtherBasisAmt
Depreciation$4,371DepreciationAmt
Book Value$6,617BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,617TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$6,826,200TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$19,500DonatedServicesAndUseFcltsAmt
Other Revenue$1,633,809OtherRevenueAmt
Revenue Not Reported$1,653,309RevenueNotReportedAmt
Revenue Subtotal$5,172,891RevenueSubtotalAmt
Other Revenues Not Included-$1,429OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$1,429RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,171,462TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$5,764,042TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$19,500DonatedServicesUseFcltsAmt
Other Expenses Included$605,161OtherExpensesIncludedAmt
Expenses Not Reported$624,661ExpensesNotReportedAmt
Expenses Subtotal$5,139,381ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$5,139,381TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF MARCH 31, 2016, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. NO INTEREST OR PENALTIES WERE INCURRED DURING THE FIFTEEN MONTH PERIOD ENDED MARCH 31, 2016. THE ORGANIZATION HAS FILED ITS FEDERAL AND STATE EXEMPT TAX RETURNS FOR PERIODS THROUGH MARCH 31, 2015. THESE RETURNS ARE GENERALLY OPEN TO EXAMINATION BY THE RELEVANT TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE LATER OF THE DATE THE RETURN WAS FILED OR ITS DUE DATE (INCLUDING APPROVED EXTENSIONS). ACCORDINGLY, THE EXEMPT INCOME TAX FILINGS FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2014, AND THE THREE MONTH PERIOD ENDED MARCH 31, 2015, ARE OPEN TO EXAMINATION AT MARCH 31, 2016.
PART XI, LINE 2D - OTHER ADJUSTMENTS:REVENUE REPORTED ON SHORT YEAR 990 FOR THE PERIOD ENDING MARCH 31, 2015 1,633,809.
PART XI, LINE 4B - OTHER ADJUSTMENTS:LOSS ON SALE OF ASSETS -1,429.
PART XII, LINE 2D - OTHER ADJUSTMENTS:EXPENSES REPORTED ON SHORT YEAR 990 FOR THE PERIOD ENDING MARCH 31, 2015 603,732. LOSS ON SALE OF ASSETS 1,429.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionSUB-SAHARAN AFRICARegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTMAKINGTypeOfActivitiesConductedTxt
Specific Services ProvidedTHE ORGANIZATION SUPPORTS THE WILDLIFE ACTIVITIES OF THE DAVID SHELDRICK WILDLIFE TRUST, AS DESCRIBED ON PAGE 2 OF THE 990.SpecificServicesProvidedTxt
Region Total Expenditures$4,659,059RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$4,659,059SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$4,659,059TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionSUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASORegionTxt
Purpose Of GrantWILDLIFE PRESERVATION AND COMMUNITY AWARENESSPurposeOfGrantTxt
Cash Grant$4,635,798CashGrantAmt
Manner Of Cash DisbursementELECTRONIC TRANSFERMannerOfCashDisbursementTxt
Non Cash Assistance$23,261NonCashAssistanceAmt
Description Of Non Cash AsstSUPPLIES AND EDUCATIONAL MATERIALSDescriptionOfNonCashAsstTxt
Valuation Method UsedFMVValuationMethodUsedDesc
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationUS FRIENDS OF THE DAVID SHELDRICK WILDLIFE TRUST PRACTICES DUE DILIGENCE BY REGULARLY AUDITING ALL GRANTS ISSUED TO RECIPIENTS TO SUBSTANTIATE THE AMOUNT OF ALLOCATED FUNDS AND VERIFY PROPER EXPENDITURE. US FRIENDS FURTHER VERIFIES ON A CONTINUAL BASIS THAT GRANTEES ARE IN GOOD CHARITABLE STANDING AND THAT INDEPENDENT AUDITS OF THEIR FINANCIAL RECORDS AND ACCOUNTING PRACTICES ARE CONDUCTED. US FRIENDS MAINTAINS A WRITTEN, BOARD APPROVED GRANT MAKING POLICY THAT FULLY OUTLINES THE CONDITIONS IN WHICH FUNDS CAN OR CANNOT BE APPROVED FOR DISTRIBUTION, AND SETS FORTH GUIDELINES TO DETERMINE THE PROCESSES FOR GRANT APPROVAL AND ACCOUNTABILITY.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution20ContributionCnt
Noncash Contributions Rpt F990$123,568NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV AT DATE OF TRANSACTIMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2NON-VOTING BOARD MEMBERS ROBERT CARR-HARTLEY AND ANGELA SHELDRICK ARE MARRIED.
FORM 990, PART VI, SECTION A, LINE 4THE EXECUTIVE DIRECTOR WAS GIVEN AUTHORITY TO APPROVE GRANTS UNDER $100,000, SUBJECT TO RATIFICATION AND APPROVAL BY A MAJORITY OF THE CLASS II DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11THE TREASURER AND EXECUTIVE DIRECTOR REVIEW THE FORM 990 IN DETAIL PRIOR TO FILING. THE BOARD IS PROVIDED AN ELECTRONIC COPY BEFORE THE FORM 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF DIRECTORS REVIEWS CONFLICTS OF INTEREST ANNUALLY. THEY ARE REQUIRED TO DISCLOSE CONFLICTS DURING THIS REVIEW PROCESS, AND THROUGHOUT THE YEAR AS THEY ARISE.
FORM 990, PART VI, SECTION B, LINE 15THE BOARD OF DIRECTORS DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR IN PART BASED ON INDEPENDENT COMPARABLE DATA. THE BOARD REVIEWS THE COMPENSATION ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS A SEPARATE COMMITTEE CONSISTING OF EMPLOYEES AND MEMBERS OF THE BOARD. THIS COMMITTEE IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT AND QUARTERLY COMPILATION OF THE ORGANIZATION'S FINANCIAL STATEMENTS. THIS COMMITTEE IS RESPONSIBLE FOR RETAINING THE INDEPENDENT AUDITOR, OVERSEEING THE AUDIT, AND REPORTING THE AUDIT FINDINGS TO THE FULL BOARD FOR REVIEW AND APPROVAL. THERE HAVE BEEN NO CHANGES TO THIS PROCESS FROM THE PRIOR YEAR.

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