SHASTA WILDLIFE CONSERVATION FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHASTA WILDLIFE CONSERVATION FOUNDATION (EIN 68-0412411)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-12
- IRS object ID
- 201521029349100702
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-12T13:07:30-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN BAKKER EA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 COLUSA AVE | AddressLine1Txt |
| City | EL CERRITO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945303327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680412411 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHASTA WILDLIFE CONSERVATION FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | 418 COLUSA AVENUE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAS | BusinessNameControlTxt |
| Phone | 5105289484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 418 COLUSA AVENUE | AddressLine1Txt |
| City | KENSINGTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSHALL WHITE | PersonNm |
| Person Title | PRESIDENT. | PersonTitleTxt |
| Signature | 2015-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN BAKKER EA | PreparerPersonNm |
| PTIN | P00348089 | PTIN |
| Phone | 5105274137 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $732,064 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $29,941 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,557 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $23,557 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,478 | GrossSalesPriceAmt |
| Total Rev And Expnss | $53,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,557 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $23,557 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,350 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $34 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $2,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,066 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,557 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $23,557 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,671 | CashBOYAmt |
| Cash EOY | $124,443 | CashEOYAmt |
| Cash EOYFMV | $124,443 | CashEOYFMVAmt |
| Corporate Stock BOY | $583,104 | CorporateStockBOYAmt |
| Corporate Stock EOY | $607,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $607,621 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $663,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $732,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $732,064 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $663,774 | UnrestrictedBOYAmt |
| Unrestricted EOY | $732,064 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $663,774 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $732,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $663,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $732,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $663,774 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,066 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,531 | OtherIncreasesAmt |
| Subtotal | $732,371 | SubtotalAmt |
| Other Decreases | $307 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $732,064 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $599,062 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06260 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $529,047 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05198 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $433,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06349 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $433,401 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06345 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,764 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $361,877 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07120 | DistributionYr5Rt |
| Total Distribution | 0.31272 | TotalDistributionRt |
| Average Distribution | 0.06254 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $687,451 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,996 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $236 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,232 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $471 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $471 | SubtotalAmt |
| Tax Based On Investment Income | $471 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $471 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL WHITE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5105289484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 418 COLUSA AVENUE | AddressLine1Txt |
| City | KENSINGTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARSHALL WHITE | ||||||
| 418 COLUSA AVENUE | KENSINGTON | CA | 94707 | PRESIDENT. | 0.00 | $0 |
| JENNIFER MEUX WHITE | ||||||
| 418 COLUSA AVENUE | KENSINGTON | CA | 94707 | SECRETARY/CF | 0.00 | $0 |
| ROBERT ARAMAYO | ||||||
| 555 PIERCE STREET 1008 | ALBANY | CA | 94706 | DIRECTOR. | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $595,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,557 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $697,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $697,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $687,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $471 | TotalTaxAmt |
| Distributable Before Adj | $33,902 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,902 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,902 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $24,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $24,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,902 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,142 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,460 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,918 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,565 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,902 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,902 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,037 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,037 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,700 | ExcessFromYear4Amt |
| Excess From Year3 | $5,918 | ExcessFromYear3Amt |
| Excess From Year2 | $1,565 | ExcessFromYear2Amt |
| Excess From Year1 | $7,854 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARSHALL WHITE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UC REGENTS | ||||||
| 200 CENTENNIAL DRIVE | BERKELEY | CA | 94720 | 501C3 | TO FUND STUDENT RESEARCH | $5,000 |
| CALIFORNIA TROUT INC | ||||||
| 870 MARKET STREET SUITE 1185 | SAN FRANCISCO | CA | 94102 | 501C3 | TO FUND TROUT HABITAT CONSERVATION | $1,000 |
| TUOLUMNE RIVER TRUST | ||||||
| FORT MASON CENTER BLDG C | SAN FRANCISCO | CA | 94123 | 501C3 | TO FUND WILDLIFE CONSERVATION | $1,000 |
| CALIFORNIA WATERFOWL ASSOCIATION | ||||||
| 4630 NORTHGATE BLVD SUITE 150 | SACRAMENTO | CA | 95834 | 501C3 | TO FUND WATERFOWL CONSERVATION | $1,000 |
| POINT BLUE CONSERVATION SCIENCE | ||||||
| 3820 CYPRESS DRIVE SUITE 11 | PETALUMA | CA | 94954 | 501C3 | TO FUND WILDLIFE CONSERVATION | $1,000 |
| MUSEUM OF VERTEBRATE ZOOLOGY | ||||||
| 3101 VALLEY LIFE SCIENCES BLDG UCB | BERKELEY | CA | 94720 | 501C3 | RESEARCH OF THE BIOLOGY OF VERTABRATE ANIMALS | $3,000 |
| SAN JOAQUIN RIVER PARKWAY | ||||||
| 11605 OLD FRIANT ROAD | FRESNO | CA | 93730 | 501C3 | TO FUND OPEN SPACE AND WILDLIFE CONSERVATION | $1,500 |
| UC REGENTS BOTANICAL GARDEN | ||||||
| 200 CENTENNIAL DRIVE | BERKELEY | CA | 94720 | 501C3 | TO FUND NATIVE PLANT EDUCATION | $3,000 |
| THE WILDLIFE SOCIETY | ||||||
| 5410 GROSEVNOR LANE | BETHESDA | MD | 20814 | 501C3 | TO FUND WILDLIFE CONSERVATION | $2,000 |
| THE NATURE CONSERVANCY OF CALIFORNI | ||||||
| 201 MISSION STREET | SAN FRANCISCO | CA | 94105 | 501C3 | TO FUND WILDLIFE CONSERVATION | $1,000 |
| CALIFORNIA NATIVE PLANT SOCIETY | ||||||
| 1722 J STREET | SACRAMENTO | CA | 95814 | 501C3 | TO FUND NATIVE PLANT CONSERVATION | $1,000 |
| THE ALDO LEOPOLD FOUNDATION | ||||||
| PO BOX 77 | BARABOO | WI | 53913 | 501C3 | FOR CAPITAL CAMPAIGN | $1,000 |
| ROBY BESS WELDER WILDLIFE CONSERVAT | ||||||
| PO BOX 1400 | SINTON | TX | 78387 | 501C3 | TO FUND WILDLIFE RESEARCH | $1,000 |
| CSU HUMBOLDT WILDLIFE DEPT | ||||||
| 1 HARPST STREET | ARCATA | CA | 95521 | 501C | TO FUND WILDLIFE RESEARCH | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$13 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,557 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,544 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARSHALL WHITE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 418 COLUSA AVENUE | AddressLine1Txt |
| City | KENSINGTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $29,941 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 75SHARES MRK STOCK | NoncashPropertyDesc |
| Fair Market Value | $29,941 | FairMarketValueAmt |
| Received | 2014-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCTING FEES | $2,850 | $0 | $0 | $0 |
| PRIOR YEAR REVERSAL | $500 | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T NEW | $23,513 | $23,513 |
| ABERDEEN AUST EQUITY FD | $6,860 | $6,860 |
| ALPINE GLOBAL DYM FD NEW | $1,968 | $1,968 |
| AMERICAN CAPITAL STRATEGIES | $6,209 | $6,209 |
| APOLLO INVESTMENT CORP | $7,420 | $7,420 |
| APPLE INC | $2,760 | $2,760 |
| ARES CAPITAL CORP | $7,803 | $7,803 |
| BANK OF AMERICA CORP | $26,835 | $26,835 |
| BKF CAPITAL GROUP | $637 | $637 |
| BROADCOM CORP CL A | $650 | $650 |
| CENTRAL SECURITIES CORP | $8,788 | $8,788 |
| CENTURYLINK INC | $3,958 | $3,958 |
| CONSOL TOMOKA LAND FLA | $22,320 | $22,320 |
| EXPRESS SCRIPTS HLDG CO | $254,010 | $254,010 |
| FIRST OPPORTUNITY FD INC | $12,415 | $12,415 |
| GAMCO GLOBAL GLD NATURAL | $700 | $700 |
| GDL FUND | $3,069 | $3,069 |
| GENERAL ELECTRIC CO | $85,918 | $85,918 |
| HOWARD HUGHS CORP | $3,913 | $3,913 |
| KAYNE ANDERSON ENERGY FD | $16,710 | $16,710 |
| MACYS INC | $1,315 | $1,315 |
| MEDTRONIC INC | $722 | $722 |
| MERCK & CO INC NEW | $21,296 | $21,296 |
| MIDDLEBY CORP | $2,973 | $2,973 |
| PACWEST BANCORP | $9,092 | $9,092 |
| PARAMOUNT GROUP INC | $1,859 | $1,859 |
| PENN WEST PETE LTD NEW F | $250 | $250 |
| PIMCO CORP & INC OPPTY | $1,590 | $1,590 |
| TECK RESOURCES LTD | $2,728 | $2,728 |
| TEKLA HEALTHCARE INV | $6,298 | $6,298 |
| TIME INC | $25 | $25 |
| TIME WARNER CABLE | $7,603 | $7,603 |
| TIME WARNER INC NEW | $8,542 | $8,542 |
| VERIZON COMMUNICATIONS | $18,712 | $18,712 |
| WINDSTREAM HLDGS INC | $824 | $824 |
| VODAFONE GROUP NEW | $27,336 | $27,336 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAID | Desc |
| Amt | $307 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRY FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LOSS NOT ON BOOKS | Desc |
| Amt | $13 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $34 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARSHALL WHITE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 418 COLUSA AVE | AddressLine1Txt |
| City | KENSINGTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94707 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FRANCHISE TAX BOARD | CategoryTxt |
| Amt | $10 | Amt |
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