CHESAPEAKE BAY FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CHESAPEAKE BAY FOUNDATION INC (EIN 52-6065757)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-13
IRS object ID
201501339349305170
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T16:32:13-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521392008PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GELMAN ROSENBERG & FREEDMANBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14550 MONTGOMERY AVE SUITE 650NAddressLine1
CityBETHESDACity
StateMDState
ZIP Code208142930ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526065757EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHESAPEAKE BAY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCHESBusinessNameControlTxt
Phone4102688816PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 HERNDON AVENUEAddressLine1
CityANNAPOLISCity
StateMDState
ZIP Code214034503ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM C BAKERPersonNm
Person TitlePresidentPersonTitleTxt
Phone4102688816PhoneNum
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone3019519090PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWilliam C BakerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 HERNDON AVENUEAddressLine1
CityANNAPOLISCity
StateMDState
ZIP Code214034503ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$42,514,210GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CBF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1966FormationYr
Legal Domicile StateMDLegalDomicileStateCd
Activity Or MissionThe Chesapeake Bay Foundation's (CBF) mission is to Save the Bay. See Schedule O.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent31VotingMembersIndependentCnt
Total Employee260TotalEmployeeCnt
Total Volunteers80575TotalVolunteersCnt
Total Gross UBI-$24,756TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$24,756NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$26,105,266PYContributionsGrantsAmt
CY Contributions Grants$25,044,891CYContributionsGrantsAmt
PY Program Service Revenue$1,374,776PYProgramServiceRevenueAmt
CY Program Service Revenue$1,576,666CYProgramServiceRevenueAmt
PY Investment Income$4,624,835PYInvestmentIncomeAmt
CY Investment Income$3,734,346CYInvestmentIncomeAmt
PY Other Revenue$141,076PYOtherRevenueAmt
CY Other Revenue$14,839CYOtherRevenueAmt
PY Total Revenue$32,245,953PYTotalRevenueAmt
CY Total Revenue$30,370,742CYTotalRevenueAmt
PY Grants And Similar Paid$595,247PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$941,515CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,720,425PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,570,680CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$122,648PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$217,926CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$3,227,840CYTotalFundraisingExpenseAmt
PY Other Expenses$9,576,440PYOtherExpensesAmt
CY Other Expenses$9,606,608CYOtherExpensesAmt
PY Total Expenses$24,014,760PYTotalExpensesAmt
CY Total Expenses$25,336,729CYTotalExpensesAmt
PY Revenues Less Expenses$8,231,193PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,034,013CYRevenuesLessExpensesAmt
Total Assets BOY$99,091,011TotalAssetsBOYAmt
Total Assets EOY$108,776,156TotalAssetsEOYAmt
Total Liabilities BOY$10,920,609TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,045,737TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$88,170,402NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$96,730,419NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay. See Schedule O for Continuation (page 53)MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,872,476ExpenseAmt
Revenue$1,214,527RevenueAmt
DescEducation CBF provided over 30,000 students and teachers with field-based, hands-on education programs at 14 centers in VA, MD, PA, and DC; trained almost 400 teachers through 27 professional development immersion courses; engaged 49 principals in environmental leadership courses; and taught leadership skills to a select group of 80 students who were interested in taking action on behalf of the Bay.See Schedule O for Continuation (page 54)Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$11,049,308ExpenseAmt
Grant$941,515GrantAmt
Revenue$362,139RevenueAmt
DescEnvironmental Protection and Restoration (EPR) CBF's top program priorities in FY2014 were supporting and implementing the 2010 federal/state/local plan to reduce water pollution in the Chesapeake Bay and its tributaries by 2025, and defeating efforts to weaken or stop the plan. CBF restoration programs planted 18 million oyster spat on restoration reefs and 930 acres of stream-side trees. See Schedule O for Continuation (page 54)Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$2,890,512ExpenseAmt
DescCommunicationsCBF explained the 2010 federal/state plan and defended it from opposition attacks in the press, in digital media, and through the development and distribution of reports and other collateral materials. See Schedule O for Continuation (page 55)Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$19,812,296TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation EasementsYes (1)ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
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 EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
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 Document137IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee260EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryVIForeignCountryCd
Foreign CountryCJForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (1)Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member31IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
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 Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FAY R NANCEBusinessNameLine1
FieldValueIRS element (for citing)
Phone4102688816PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 HERNDON AVENUEAddressLine1
CityANNAPOLISCity
StateMDState
ZIP Code214034503ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
William C Baker
President40.00Yes (X)Yes (X)$192,865$0$34,210
Simon Sidamon-Eristoff
Chairman1.00Yes (X)Yes (X)$0$0$0
Jane P Batten
Vice Chairman1.00Yes (X)Yes (X)$0$0$0
Alan R Griffith
Vice Chairman1.00Yes (X)Yes (X)$0$0$0
S Decker Anstrom
Trustee1.00Yes (X)$0$0$0
Joanne S Berkley
Trustee1.00Yes (X)$0$0$0
W Russell G Byers Jr
Trustee1.00Yes (X)$0$0$0
D Keith Campbell
Trustee1.00Yes (X)$0$0$0
John T Casteen III
Trustee (until 1/31/14)1.00Yes (X)$0$0$0
Michael J Chiaramonte
Trustee1.00Yes (X)$0$0$0
Catherine Cullen
Trustee1.00Yes (X)$0$0$0
Thomas M Davis III
Trustee1.00Yes (X)$0$0$0
Amanda Deaver
Trustee (until 3/6/14)1.00Yes (X)$0$0$0
Richard L Franyo
Trustee1.00Yes (X)$0$0$0
G Waddy Garrett
Trustee (until 1/31/14)1.00Yes (X)$0$0$0
Lauren Gleason
Trustee1.00Yes (X)$0$0$0
Carolyn Groobey
Trustee1.00Yes (X)$0$0$0
Janet F Haas
Trustee1.00Yes (X)$0$0$0
Ann Fritz Hackett
Trustee1.00Yes (X)$0$0$0
Michael J Hanley
Trustee1.00Yes (X)$0$0$0
Anna Johnson
Trustee (until 12/7/13)1.00Yes (X)$0$0$0
Robert A Kinsley
Trustee1.00Yes (X)$0$0$0
Burks B Lapham
Trustee1.00Yes (X)$0$0$0
Harry T Lester
Trustee1.00Yes (X)$0$0$0
Byron F Marchant
Trustee1.00Yes (X)$0$0$0
H Turney McKnight
Trustee1.00Yes (X)$0$0$0
Charles W Moorman
Trustee1.00Yes (X)$0$0$0
W Tayloe Murphy Jr
Trustee1.00Yes (X)$0$0$0
Arnold I Richman
Trustee1.00Yes (X)$0$0$0
Alexis G Sant
Trustee1.00Yes (X)$0$0$0
Truman T Semans
Trustee1.00Yes (X)$0$0$0
Anne B Shumadine
Trustee1.00Yes (X)$0$0$0
Jennifer Stanley
Trustee (until 1/31/14)1.00Yes (X)$0$0$0
Rt Rev Eugene Taylor Sutton
Trustee1.00Yes (X)$0$0$0
Anthony A Williams
Trustee1.00Yes (X)$0$0$0
Susan P Wilmerding
Trustee1.00Yes (X)$0$0$0
Peter L Woicke
Trustee1.00Yes (X)$0$0$0
Alan L Wurtzel
Trustee1.00Yes (X)$0$0$0
Charles D Foster Jr
Assistant Treasurer/Chief of Staff40.00Yes (X)$103,835$0$21,431
Fay R Nance
Treasurer/Chief Financial Officer40.00Yes (X)$158,400$0$10,551
Mary Tod Winchester
Secretary/VP of Administration40.00Yes (X)$123,601$0$25,080
Donald R Baugh
Vice President of Education40.00$126,550$0$31,557Yes (X)
Elizabeth Buckman
Vice President of Communications40.00$130,512$0$20,732Yes (X)
Kimberly L Coble
Vice President of EPR40.00$137,655$0$9,722Yes (X)
Vollie D Melson
Vice President of Development40.00$137,188$0$14,642Yes (X)
Jon A Mueller
Vice President of Litigation40.00$145,627$0$31,386Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,256,233TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$199,311TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K13IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
The Production Advantage Inc
13873 Park Center RdOak HillVA20171Mass Production Printing$1,568,986
Hourigan Construction Group
4429 Bonney Road Suite 200Virginia BeachVA23462Construction$599,758
SmithGroupJJR Inc
1700 New York Ave NW 100WashingtonMD20006Construction$353,311
Carol Enters List Co Inc
PO Box 2409FairfaxVA22031List Management & Brokerage$241,096
Skanska USA Building Inc
14776 Collections Center DrChicagoIL60693Construction$212,541
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K14CntrctRcvdGreaterThan100KCnt
Federated Campaigns$395,875FederatedCampaignsAmt
Fundraising$234,188FundraisingAmt
Government Grants$2,652,758GovernmentGrantsAmt
All Other Contributions$21,762,070AllOtherContributionsAmt
Noncash Contributions$3,491,524NoncashContributionsAmt
Total Contributions$25,044,891TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Tuition and Education900099$1,214,527$1,214,527
Farm Income900099$243,111$243,111
Contract Income900099$111,423$111,423
Workshop Income900099$7,405$7,405
Buy Fresh Local Program900099$200$200
FieldValueIRS element (for citing)
Total Program Service Revenue$1,576,666TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$915,831TotalRevenueColumnAmt
Unrelated Business Revenue-$24,756UnrelatedBusinessRevenueAmt
Exclusion$940,587ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,464TotalRevenueColumnAmt
Exclusion$19,464ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$5,350RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$5,350RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,350TotalRevenueColumnAmt
Exclusion$5,350ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$14,832,248SecuritiesAmt
Other$8,825OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$12,022,558SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,809,690SecuritiesAmt
Other$8,825OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,818,515TotalRevenueColumnAmt
Exclusion$2,818,515ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$70,109FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$234,188ContriRptFundraisingEventAmt
Fundraising Direct Expenses$120,910FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$50,801TotalRevenueColumnAmt
Exclusion-$50,801ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Miscellaneous900099$29,354$29,354
Recovery of taxes900099$11,472$11,472
FieldValueIRS element (for citing)
Other Revenue Total$40,826OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$30,370,742TotalRevenueColumnAmt
Related Or Exempt Func Income$1,576,666RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$24,756UnrelatedBusinessRevenueAmt
Exclusion$3,773,941ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$941,515TotalAmt
Program Services$941,515ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,481,864TotalAmt
Program Services$639,288ProgramServicesAmt
Management And General$688,307ManagementAndGeneralAmt
Fundraising$154,269FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$9,178,237TotalAmt
Program Services$6,920,063ProgramServicesAmt
Management And General$1,080,987ManagementAndGeneralAmt
Fundraising$1,177,187FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$342,069TotalAmt
Program Services$259,376ProgramServicesAmt
Management And General$38,159ManagementAndGeneralAmt
Fundraising$44,534FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,808,894TotalAmt
Program Services$2,020,944ProgramServicesAmt
Management And General$429,495ManagementAndGeneralAmt
Fundraising$358,455FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$759,616TotalAmt
Program Services$556,355ProgramServicesAmt
Management And General$98,561ManagementAndGeneralAmt
Fundraising$104,700FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$118,863TotalAmt
Program Services$82,095ProgramServicesAmt
Management And General$20,885ManagementAndGeneralAmt
Fundraising$15,883FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$137,115TotalAmt
Management And General$137,115ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$241,540TotalAmt
Program Services$241,540ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$217,926TotalAmt
Fundraising$217,926FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$159,497TotalAmt
Management And General$159,497ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,114,660TotalAmt
Program Services$1,944,388ProgramServicesAmt
Management And General$131,925ManagementAndGeneralAmt
Fundraising$38,347FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$123,982TotalAmt
Program Services$102,936ProgramServicesAmt
Management And General$4,200ManagementAndGeneralAmt
Fundraising$16,846FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,973,630TotalAmt
Program Services$2,144,127ProgramServicesAmt
Management And General$129,115ManagementAndGeneralAmt
Fundraising$700,388FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$473,781TotalAmt
Program Services$366,705ProgramServicesAmt
Management And General$71,331ManagementAndGeneralAmt
Fundraising$35,745FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$193,638TotalAmt
Program Services$130,687ProgramServicesAmt
Fundraising$62,951FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$378,961TotalAmt
Program Services$367,048ProgramServicesAmt
Management And General$7,320ManagementAndGeneralAmt
Fundraising$4,593FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$427,202TotalAmt
Program Services$381,531ProgramServicesAmt
Management And General$27,769ManagementAndGeneralAmt
Fundraising$17,902FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$269,923TotalAmt
Program Services$180,335ProgramServicesAmt
Management And General$73,897ManagementAndGeneralAmt
Fundraising$15,691FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$311,545TotalAmt
Program Services$216,498ProgramServicesAmt
Management And General$52,804ManagementAndGeneralAmt
Fundraising$42,243FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$916,863TotalAmt
Program Services$735,801ProgramServicesAmt
Management And General$140,331ManagementAndGeneralAmt
Fundraising$40,731FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$299,715TotalAmt
Program Services$260,616ProgramServicesAmt
Management And General$20,716ManagementAndGeneralAmt
Fundraising$18,383FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Repairs & Maintenance$260,430$230,322$26,246$3,862
Donated Goods$67,489$45,180$22,309
Boat Charter$43,248$43,248
Allocation of G&A$0$921,795-$1,067,294$145,499

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$94,526TotalAmt
Program Services$79,903ProgramServicesAmt
Management And General$25,227ManagementAndGeneralAmt
Fundraising-$10,604FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,336,729TotalAmt
Program Services$19,812,296ProgramServicesAmt
Management And General$2,296,593ManagementAndGeneralAmt
Fundraising$3,227,840FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$2,499,805TotalAmt
Program Services$1,756,788ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$743,017FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,719BOYAmt
EOY$9,834EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$13,850,657BOYAmt
EOY$12,509,610EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$16,841,072BOYAmt
EOY$14,673,914EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$771,092BOYAmt
EOY$1,531,772EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$92,231BOYAmt
EOY$90,618EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$704,804BOYAmt
EOY$954,491EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$41,582,711LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,821,429LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$21,979,465BOYAmt
EOY$26,761,282EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$25,332,737BOYAmt
EOY$32,465,293EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$19,452,323BOYAmt
EOY$19,634,694EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$56,911BOYAmt
EOY$144,648EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$99,091,011BOYAmt
EOY$108,776,156EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,436,058BOYAmt
EOY$3,230,092EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$385,958BOYAmt
EOY$418,561EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,195,000BOYAmt
EOY$5,878,076EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
EOY$732,742EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,903,593BOYAmt
EOY$1,786,266EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,920,609BOYAmt
EOY$12,045,737EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,786,476BOYAmt
EOY$28,688,043EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$21,913,329BOYAmt
EOY$23,414,541EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$44,470,597BOYAmt
EOY$44,627,835EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$88,170,402BOYAmt
EOY$96,730,419EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$99,091,011BOYAmt
EOY$108,776,156EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,034,013ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,468,858NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$57,146OtherChangesInNetAssetsAmt
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 RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

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$27,715,053CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,991,668CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,974,164CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,105,266CurrentTaxYearMinus1YearAmt
Current Tax Year$25,044,891CurrentTaxYearAmt
Total$131,831,042TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,715,053CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,991,668CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,974,164CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,105,266CurrentTaxYearMinus1YearAmt
Current Tax Year$25,044,891CurrentTaxYearAmt
Total$131,831,042TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,045,751SubstantialContributorsTotAmt
Public Support Total170$124,785,291PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$646,593CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$587,166CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,376,467CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$941,320CurrentTaxYearMinus1YearAmt
Current Tax Year$940,645CurrentTaxYearAmt
Total$4,492,191TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$40,826CurrentTaxYearAmt
Total$40,826TotalAmt
FieldValueIRS element (for citing)
Total Support$136,364,059TotalSupportAmt
Gross Receipts Rltd Activities$6,885,403GrossReceiptsRltdActivitiesAmt
Public Support CY1700.91510PublicSupportCY170Pct
Public Support PY1700.91690PublicSupportPY170Pct
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 C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$17,108FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$278,427FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$295,535FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$25,041,194FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$25,336,729FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$318,065CurrentYearMinus3Amt
Current Year Minus2$345,657CurrentYearMinus2Amt
Current Year Minus1$217,370CurrentYearMinus1Amt
Current Year$295,535CurrentYearAmt
Total$1,176,627TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$108,954CurrentYearMinus3Amt
Current Year Minus2$92,098CurrentYearMinus2Amt
Current Year Minus1$29,276CurrentYearMinus1Amt
Current Year$17,108CurrentYearAmt
Total$247,436TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Protection Natural HabitatYes (X)ProtectionNaturalHabitatInd
Preservation Open SpaceYes (X)PreservationOpenSpaceInd
Total Easements14TotalEasementsCnt
Total Acreage772.00TotalAcreageCnt
Modified Easements23ModifiedEasementsCnt
States Easements Held2StatesEasementsHeldCnt
Written Policy MonitoringYes (1)WrittenPolicyMonitoringInd
Staff Hours Spent Enforcement5.00StaffHoursSpentEnforcementCnt
Expenses Incurred Enforcement$823ExpensesIncurredEnforcementAmt
Section170h Rqr StsfdYes (1)Section170hRqrStsfdInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$51,107,017BeginningYearBalanceAmt
Contributions$718,953ContributionsAmt
Investment Earnings Or Losses$7,000,392InvestmentEarningsOrLossesAmt
Other Expenditures$2,616,427OtherExpendituresAmt
End Year Balance$56,209,935EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$46,598,428BeginningYearBalanceAmt
Contributions$941,604ContributionsAmt
Investment Earnings Or Losses$5,910,742InvestmentEarningsOrLossesAmt
Other Expenditures$2,343,757OtherExpendituresAmt
End Year Balance$51,107,017EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$43,282,028BeginningYearBalanceAmt
Contributions$6,324,069ContributionsAmt
Investment Earnings Or Losses-$984,676InvestmentEarningsOrLossesAmt
Other Expenditures$2,022,993OtherExpendituresAmt
End Year Balance$46,598,428EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,609,306BeginningYearBalanceAmt
Contributions$88,324ContributionsAmt
Investment Earnings Or Losses$6,577,274InvestmentEarningsOrLossesAmt
Other Expenditures$1,992,876OtherExpendituresAmt
End Year Balance$43,282,028EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$36,906,252BeginningYearBalanceAmt
Contributions$376,609ContributionsAmt
Investment Earnings Or Losses$3,382,255InvestmentEarningsOrLossesAmt
Other Expenditures$2,055,810OtherExpendituresAmt
End Year Balance$38,609,306EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.21690BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.64780PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.13530TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,645,983OtherCostOrOtherBasisAmt
Book Value$11,645,983BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,163,695OtherCostOrOtherBasisAmt
Depreciation$9,080,087DepreciationAmt
Book Value$7,083,608BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,773,033OtherCostOrOtherBasisAmt
Depreciation$5,741,342DepreciationAmt
Book Value$8,031,691BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$26,761,282TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Partnerships/Alternative Investments$16,710,344F
Beneficial Interest in Perpetual Trust$2,924,350F
FieldValueIRS element (for citing)
Total Book Value Securities$19,634,694TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Split Interest Agreement$905,373
Interest Rate Swap Obligation$880,893
FieldValueIRS element (for citing)
Total Liability$1,786,266TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$35,598,184TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,468,858NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$1,740,025DonatedServicesAndUseFcltsAmt
Other Revenue$178,056OtherRevenueAmt
Revenue Not Reported$5,386,939RevenueNotReportedAmt
Revenue Subtotal$30,211,245RevenueSubtotalAmt
Investment Expenses Not Incld$159,497InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$159,497RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$30,370,742TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$27,038,167TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$1,740,025DonatedServicesUseFcltsAmt
Other Expenses Included$120,910OtherExpensesIncludedAmt
Expenses Not Reported$1,860,935ExpensesNotReportedAmt
Expenses Subtotal$25,177,232ExpensesSubtotalAmt
Investment Expenses Not Incld2$159,497InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$159,497ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,336,729TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part II, Line 9:A monetary value has not been placed on conservation easements; therefore, they are not included in financial statements.
Part V, Line 4:Endowment funds are used for donor restricted projects as well as to fund unrestricted activities. Donor restricted endowments are used for education in general, field education, farm operations, support and maintenance of facilities and boats, and restoration projects. It is the policy of the Foundation to spend 5% of a twelve quarter trailing average of the sum of accumulated investments.
Part X, Line 2:For the years ended June 30, 2014 and 2013, the Foundation has documented its consideration of FASB ASC 740-10, Income Taxes, that provides guidance for reporting uncertainty in income taxes and has determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements. The Federal Form 990, Return of Organization Exempt from Income Tax, is subject to examination by the Internal Revenue Service, generally for three years after it is filed.
Part XI, Line 2d - Other Adjustments:Special Event Expenses 120,910. Unrealized gain on interest rate swap 57,146.
Part XII, Line 2d - Other Adjustments:Special Event Expenses 120,910.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Region Total Expenditures$2,422,548RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$2,422,548SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$2,422,548TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Avalon Consulting
2030 M St NW 700WashingtonDC20036Membership Consulting0$3,436,982$147,403$3,289,579
Anne Lewis Strategies
901 New York Ave NW Suite 470 EastWashingtonDC20001Digital Consulting0$977,975$63,600$914,375
Public Interest Communications
7700 Leesburg PikeFalls ChurchVA22043Telemarketing0$39,814$6,923$32,891
FieldValueIRS element (for citing)
Total Gross Receipts$4,454,771TotalGrossReceiptsAmt
Total Retained By Contractors$217,926TotalRetainedByContractorsAmt
Total Net To Organization$4,236,845TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1BandsInSandNameOfEvent1Amt
Gross Receipts Event1$299,727GrossReceiptsEvent1Amt
Charitable Contri Event1$229,618CharitableContriEvent1Amt
Gross Revenue Event1$70,109GrossRevenueEvent1Amt
Rent Facility Costs Event1$48,808RentFacilityCostsEvent1Amt
Food And Beverage Event1$24,869FoodAndBeverageEvent1Amt
Entertainment Event1$3,850EntertainmentEvent1Amt
Other Direct Expenses Event1$43,383OtherDirectExpensesEvent1Amt
Other Events Total1OtherEventsTotalCnt
Gross Receipts Other Events$4,570GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$4,570CharitableContriOtherEventsAmt
Gross Receipts Total$304,297GrossReceiptsTotalAmt
Charitable Contributions Tot$234,188CharitableContributionsTotAmt
Gross Revenue Total Events$70,109GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$48,808RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$24,869FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,850EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$43,383OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$120,910DirectExpenseSummaryEventsAmt
Net Income Summary-$50,801NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part I, Line 2b, Column (v)FormAndLineReferenceDesc
ExplanationThe amount on Schedule G, Part I column (v) as it relates to Avalon Consulting, includes fundraising services as well as programmatic services provided to Chesapeake Bay Foundation.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2
Bradford County Conservation District
200 Lake Rd Suite ETowandaPA18848232703892Government$17,133Implement Agricultural Best Management Practices
Center for Watershed Protection Inc
3290 N Ridge Road Suite 290Ellicott CityMD21043541644387501(c)(3)$21,579Implement Agricultural Best Management Practices
DNDC-Applications Research & Training
87 Packers Falls RoadDurhamNH03824273429680$23,697Greenhouse Gas Project
Elizabeth River Project
475 Water Street Suite 103APortsmouthVA23704541663058501(c)(3)$229,868MD & VA Reef Ball Expansion
Environmental Defense Fund
7875 Connecticut Ave NW Suite 600WashingtonDC20009116107128501(c)(3)$55,021Greenhouse Gas Project
Howard Soil Conservation District
708 Libson Center Drive Suite EWoodbineMD21797520988558Government$39,825Water Quality Trading
Red Barn
3050 Yellow Goose RoadLancasterPA176011818412024926$57,947Implement Agricultural Best Management Practices
Team Ag
120 Lake StEphrataPA17522233102803$130,622Implement Agricultural Best Management Practices
Virginia Tech
Office Of Sponsored Programs-300BlacksburgVA24061546001805Government$42,788Implement Agricultural Best Management PracticesTurner ST Ste 4200
Whitescarver Natural Resources Mgmt
120 Trimbles Mill RoadSwoopeVA24479275233176$28,107Provide Technical Assistance to Landowners
Tarleton State University
Box T-0410StephenvilleTX764020001756001870Government$44,436Water Quality Trading
Trout Unlimited
PO Box 239DavisWV26260381612715501(c)(3)$27,266Innovative Agricultural Best Management Practices
US Fish and Wildlife Service
177 Admiral Cochrane DriveAnnapolisMD21401530201504Government$97,691Nutrient/Sediment Reduction & Habitat Restoration
World Resources Institute
10 G Street NE Suite 800WashingtonDC20002521257057501(c)(3)$109,517Water Quality Trading
FieldValueIRS element (for citing)
Total501c3 Org10Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationGrant agreements require detailed project reports that are reviewed by departmental Financial Managers before payments are made. Program Managers will also review and approve the Grantee's Project Performance according to the details of the grant.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
William C Baker
President$192,865$0$0$0$0$0$8,132$0$26,078$0$227,075$0$0$0
Fay R Nance
Treasurer/Chief Financial Officer$158,400$0$0$0$0$0$6,461$0$4,090$0$168,951$0$0$0
Donald R Baugh
Vice President of Education$126,550$0$0$0$0$0$5,479$0$26,078$0$158,107$0$0$0
Elizabeth Buckman
Vice President of Communications$130,512$0$0$0$0$0$5,465$0$15,267$0$151,244$0$0$0
Vollie D Melson
Vice President of Development$137,188$0$0$0$0$0$5,632$0$9,010$0$151,830$0$0$0
Jon A Mueller
Vice President of Litigation$145,627$0$0$0$0$0$6,381$0$25,005$0$177,013$0$0$0

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1Maryland Economic Development CorporationBusinessNameLine1
FieldValueIRS element (for citing)
Bond Issuer EIN521376562BondIssuerEIN
Bond Issued2013-10-01BondIssuedDt
Issue Price$6,195,000IssuePriceAmt
PurposeRefund 1998 BondsPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$77,260RetiredAmt
Total Proceeds$6,195,000TotalProceedsAmt
Other Spent Proceeds$6,195,000OtherSpentProceedsAmt
Substantial Completion2000SubstantialCompletionYr
Current RefundingYes (1)CurrentRefundingInd
Advance Refunding0AdvanceRefundingInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond RemdtdYes (1)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due YetYes (1)RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate Due0NoRebateDueInd
Variable Rate IssueYes (1)VariableRateIssueInd
Hedge Identified In Bks And RecYes (1)HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line1Capital OneBusinessNameLine1
Business Name Line2NationalBusinessNameLine2
FieldValueIRS element (for citing)
Term Of Hedge10.000000000000TermOfHedgePct
Superintegrated Hedge0SuperintegratedHedgeInd
Hedge Terminated0HedgeTerminatedInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (1)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
JMI Equity Fund IV LP
Board of Trustees$91,260TrusteeWilliam C. Baker is a compensated CEO and member of CBF's Board of Trustees. Truman T. Semans (Vice Chairman of Brown Advisory, Inc.) is a non-compensated member of the CBF Board of Trustees. Both listed serve on the Board of Directors for Brown Advisory, Inc., which serves as the investment manager for the JMI Equity Fund IV, L.P. CBF invested funds through Brown Advisory on terms and conditions identical to those available to other clients of Brown Advisory. The amount reflected in Column C is the total amount of assets held with the investment company.0
Accel VIII LP
Board of Trustees$39,435TrusteeWilliam C. Baker is a compensated CEO and member of CBF's Board of Trustees. Truman T. Semans (Vice Chairman of Brown Advisory, Inc.) is a non-compensated member of the CBF Board of Trustees. Both listed serve on the Board of Directors for Brown Advisory, Inc. which serves as the investment manager for the Accel VIII, L.P. CBF invested funds through Brown Advisory on terms and conditions identical to those available to other clients of Brown Advisory. The amount reflected in Column C is the total amount of assets held with the investment company.0
Glynn Emerging Opportunity Fund II LLLP
Board of Trustees$1,000,000TrusteeWilliam C. Baker is a compensated CEO and member of CBF's Board of Trustees. Truman T. Semans (Vice Chairman of Brown Advisory, Inc.) is a non-compensated member of the CBF Board of Trustees. Both listed serve on the Board of Directors for Brown Advisory, Inc. which serves as the investment manager for the Glynn Emerging Opportunity Fund II, LLLP. CBF invested funds through Brown Advisory on terms and conditions identical to those available to other clients of Brown Advisory. The amount reflected in Column C is the total amount of assets held with the investment company.0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$1,200NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair market valueMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$8,285NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair market valueMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,499NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair market valueMethodOfDeterminingRevenuesTxt

Boats And Planes BoatsAndPlanesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$70,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair market valueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution101ContributionCnt
Noncash Contributions Rpt F990$3,354,010NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair market valueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Airline Ticke290$41,000Fair market value
Yes (X)Countertop Sl6$10,500Fair market value
Yes (X)Portable Rest1$1,680Fair market value
Yes (X)Tiles1070$1,350Fair market value
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Column (b):The number of contributions received was reported in column B on part I.
Part I, Line 32b:When necessary, licensed boat brokers are used to sell donated boats that are not used for operations.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1Continued from page 2: The Chesapeake Bay and its tributary rivers are broadly recognized as a national treasure. But, they are fouled by excess nitrogen, phosphorus, and sediment pollution. In fact, the Bay and most of its tidal tributaries are listed on the Clean Water Act's 303(d) list of "impaired waters." The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay and keep it saved. We define a saved Bay as having a score of 70 (out of 100) on CBF's State of the Bay health index. Thanks largely to a dramatic reduction in the amount of pollution entering the system, at 70 the Chesapeake Bay and its tributary rivers will be highly productive and in good health as measured by established water-quality standards. The result will be clear water, free of the impacts from toxic contaminants, and healthy oxygen levels, able to support living resources in all parts of the Bay. Founded in 1966, CBF is the largest regional conservation organization dedicated solely to saving a national treasure-the Chesapeake Bay and its rivers and streams. With headquarters in Annapolis, MD; state offices in MD, VA, PA, and DC; and educational centers and programs across the region; CBF works throughout the 64,000-square mile Chesapeake watershed to educate-build an informed citizenry; advocate-advance pollution reduction; litigate-encourage enforcement of environmental law; and restore-rebuild the Bay system's natural filters such as oysters, underwater grasses, and streamside forests. CBF is supported by more than 228,000 members and e-subscribers and has a staff of 170 full-time employees.
Form 990, Part III, Line 4aEducation, continued from page 2: CBF's systemic environmental literacy program, in 9 counties in MD and VA Beach City Public Schools in VA, offers comprehensive professional development for middle and high school teachers that will increase their capacity to provide environmental literacy instruction, promote environmental stewardship among their students, and develop innovative curricula for their districts.
Form 990, Part III, Line 4bEnvironmental Protection and Restoration (EPR), continued from page 2: In PA, CBF continued work with the agricultural community on water quality restoration, including an incentive program for Amish and Mennonite communities. We helped urban/suburban communities develop polluted runoff reduction plans, successfully supported legislation for local governments to adopt urban and suburban polluted runoff authorities, and restored funding for county conservation districts. In MD, CBF successfully pressed for legislation to reduce polluted runoff in the state's 10 most populous jurisdictions and advocated for strong runoff pollution permits. CBF also expanded the acreage of productive oyster bottom in sanctuaries protected from harvest and worked with partners to increase the number of oyster spat-on-shell planted on three-dimensional restoration reefs. In VA, CBF continued work on whole-community restoration projects in targeted watersheds on the Eastern Shore, in Richmond, and in the Shenandoah Valley. In the General Assembly, CBF worked to secure funding for the upgrade of wastewater treatment plants and for state grant funds to localities for polluted runoff improvement projects. Litigation CBF uses carefully chosen legal action as another tool for advancing the restoration and protection of the Chesapeake Bay and its tributaries. During FY14, CBF continued to pursue legal actions on the federal and state levels aimed at reducing pollution to the Bay. CBF was involved in several significant matters: the Farm Bureau's legal challenge of the Chesapeake Clean Water Blueprint, an investigation of pollution from the Sparrows Point steel mill, state land use cases, a Clean Air Act matter concerning mercury pollution, and Clean Water Act permitting.
Form 990, Part III, Line 4cCommunications, continued from page 2: CBF was quoted or named in 1,921 print, broadcast, and online news stories or 5.2 times per day. CBF researched, wrote, and released "Polluted Runoff: How Investing in Runoff Pollution Control Systems Improves the Chesapeake Bay Region's Ecology, Economy, and Health," and produced over 70 additional publications including the Save the Bay magazine, annual report, brochures, and informational materials. More than 460,000 unique individuals visited cbf.org, and over 62,000 advocacy messages were sent to key decision makers. CBF's quarterly electronic newsletter was distributed to more than 130,000 e-members. CBF's Facebook audience increased by more than 55% to over 55,000 fans. CBF's Twitter following increased by more than 20% to over 1,300 followers. CBF's more than 52,000 volunteers donated over 80,000 hours. Using the Independent Sector scale, their value is greater than $1.8 million.
Form 990, Part VI, Section A, line 2William C. Baker and Truman T. Semans have a business relationship.
Form 990, Part VI, Section B, line 11An independent audit firm was engaged to conduct the financial statements' audit and to assist in preparing the Form 990. The Chief Financial Officer and Finance staff directly participated in preparing the form, drafting responses to questions and reviewing the Form 990 in draft. The Chief Financial Officer then reviewed it with the President and Chairman of the Audit and Finance Committee. The 990 was provided to the Audit and Finance Committee, comprised of Board of Trustee members, for their review and comments, after which it was sent to the full Board before being electronically filed with the IRS.
Form 990, Part VI, Section B, line 12cEach Trustee, officer, key employee and employees in positions to obligate CBF are required to review a copy of the conflict of interest policy annually and complete a disclosure form identifying any relationship positions or circumstances in which he or she believes could contribute to a conflict. The conflict of interest disclosure form is completed, signed and returned to the Chief Financial Officer who notifies the Chairman of the Audit and Finance Committee and the General Counsel of any concerns. This process is also covered in orientation sessions held for new Trustees as well as for new employees. If items arise during Board meetings that are conflicts of interest, the board member having possible conflicts of interest cannot vote or participate in Board or Committee deliberations on the subject or be counted toward meeting a quorum. However, they may answer questions.
Form 990, Part VI, Section B, line 15During the annual budget approval meeting of the Audit and Finance Committee of the Board of Trustees, the Committee reviews and approves the salary and any proposed pay increase for the President and key employees. Compensation related decisions are documented within the minutes. The committee will provide this information to the full board for approval. The President's last compensation review took place on May 21, 2014. Generally, compensation for all staff is independently reviewed and determined annually based on performance evaluation, and analysis of comparable data obtained from industry resources and peer organizations. An overall increase pool, based on market data, is approved by the Committee for use in the process. In addition, the President, Chief of Staff and Director of Human Resources review and approve all staff alignment to ensure consistency and continuity of various positions within the appropriate pay grades and ranges.
Form 990, Part VI, Section C, line 19CBF's governing documents and conflict of interest policy are available to the public upon request using contact information on the website. Audited financial statements, the Form 990, and the Annual Report can be found on CBF's website. Audited financial statements and the Form 990 are also filed with state charitable solicitation registrations, and are also available through not-for-profit internet portals such as Guidestar and Charity Navigator.
Form 990, Part IX, Line 24b:During FY12, the organization accrued federal and state tax expenses, related to unrelated business income generated from the sale of its interest in a partnership. No tax expenses were accrued for federal and state taxes. In FY14, $11,472 were recovered.
Form 990, Part XI, line 9:Unrealized gain on interest rate swap 57,146.

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