2014-02-07T12:53:11-06:00 2013-06-30 592745432 HILL BARTH & KING LLC 8010 SUMMERLIN LAKES DRIVE FORT MYERS FL 33907 990 2012-07-01 591205087 SANIBEL-CAPTIVA CONSERVATION FOUNDATION SANI 2394722329 PO BOX 839 SANIBEL FL 33957 ERICK LINDBLAD 2394722329 2014-02-04 1 JAMES M SOWERS P00185339 2394825522 2014-02-04 2012 2015-11-30 17:44:51Z ERICK LINDBLAD PO BOX 839 SANIBEL FL 33957 2368337 0 X WWW.SCCF.ORG X 1967 FL PRESERVING AND PROTECTING THE NATURAL ENVIRONMENT ON AND AROUND SANIBEL-CAPTIVA 14 14 28 475 0 0 2000907 1968354 27427 36110 83417 92693 219115 198340 2330866 2295497 0 0 0 0 1397600 1346554 64150 111767 115720 889468 901773 2351218 2360094 -20352 -64597 22953775 22780154 1454516 945822 21499259 21834332 X SCCF IS DEDICATED TO THE CONSERVATION OF COASTAL HABITATS AND AQUATIC RESOURCES ON SANIBEL AND CAPTIVA AND IN THE SURROUNDING WATERSHED. 0 0 691858 MARINE LABORATORY- INVESTIGATE THE STATUS AND TRENDS AND TO PROMOTE THE HEALTH OF THE HABITAT AND FAUNA WITHIN THE MARINE NURSERY AREAS IN AND AROUND THE BARRIER ISLANDS OF SANIBEL-CAPTIVA. SUPPORTED BY PUBLIC CONTRIBUTIONS AND GRANTS. 484870 HABITAT MANAGEMENT- ENSURE THE PROTECTION OF LAND FOR WILDLIFE HABITAT. WORK TO RESTORE, MANAGE AND MAINTAIN LAND TO SUPPORT NATIVE SPECIES OF PLANTS AND ANIMALS. SUPPORTED BY PUBLIC CONTRIBUTIONS AND GRANTS. 200944 160509 NATIVE PLANT NURSERY- RESEARCH/EDUCATIONAL FACILITY FOR THE STUDY, PROPAGATION, AND CARE OF NATIVE PLANTS, AND TO MAKE THEM AVAILABLE FOR PUBLIC USE IN THE LOCAL AREA. 392394 36110 RESEARCH, ENVIRONMENTAL AND WATER QUALITY EDUCATION- RESEARCH, EDUCATIONAL FACILITY, CONSERVATION CENTER EXHIBIT AREA AND PROGRAMS THAT PROMOTE THE PROTECTION OF THE NATURAL RESOURCES OF SANIBEL AND CAPTIVA ISLAND. SUPPORTED BY ADMISSION FEES, PUBLIC CONTRIBUTIONS AND GRANTS. 392394 36110 1770066 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 28 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL X X WENDY CERDAN 2394722329 3333 SANIBEL-CAPTIVA ROAD SANIBEL FL 33957 X DORIS HOLZHEIMER 5.00 X 0 0 0 MARTHA SIDERS 10.00 X X 0 0 0 PATTI JURNEY-SOUSA 10.00 X X 0 0 0 WILLIAM T BURCH 5.00 X 0 0 0 LINDA UHLER 10.00 X X 0 0 0 DONALD H RICE 10.00 X X 0 0 0 CLAUDE CRAWFORD 5.00 X 0 0 0 RONALD E GIBSON 5.00 X 0 0 0 DEBORAH LA GORCE 5.00 X 0 0 0 RANDALL H NIEHOFF 5.00 X 0 0 0 PHILIP PUSCHEL 5.00 X 0 0 0 ROBBIE ROEPSTORFF 5.00 X 0 0 0 EDWARD WHEELER MD 5.00 X 0 0 0 PAUL ROTH 5.00 X 0 0 0 ERICK LINDBLAD 45.00 X X 110100 0 0 110100 0 0 1 0 0 0 CHERYL GIATTINI 5270 INDIAN COURT SANIBEL FL 33957 ANNUAL FUND DRIVE 111767 1 58160 245950 1664244 12809 1968354 ADMISSIONS 900099 22704 22704 13406 13406 36110 82143 82143 10550 0 10550 10550 10550 76354 38523 37831 37831 194826 34317 160509 160509 2295497 196619 0 130524 1039696 855856 183840 70359 57744 12615 165755 157234 8521 70744 64640 6104 17555 17555 111767 111767 6305 25 6280 81375 73821 7554 4292 4292 125701 20796 104905 3199 3199 63234 39354 23880 33636 25362 8274 86167 74597 11570 62480 21622 40858 MARINE LAB 166280 166280 HABITAT MANAGEMENT/LAND 81779 81779 RESEARCH & EDUCATION 53538 53538 REPAIRS & MAINTENANCE 47294 20525 26769 68938 56893 8092 3953 2360094 1770066 474308 115720 25 25 2479738 2018140 661668 207286 6468 1093 16174 25665 82944 77954 18547786 1874526 16385711 16673260 3315647 3771331 5400 5400 22953775 22780154 112316 81248 847500 304539 494700 560035 1454516 945822 X 19059285 19719443 813307 488222 1626667 1626667 21499259 21834332 22953775 22780154 X -64597 104547 295123 X 0 1 X 1 0 X 2549169 1918415 6412356 2000907 1968354 14849201 2549169 1918415 6412356 2000907 1968354 14849201 2944698 11904503 24606 8204 80469 79157 82143 274579 15123780 811279 0.78710 0.83380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19927635 2390742 377266 1713536 578853 20403254 19983660 2401378 98463 2071457 484409 19927635 15284766 6257123 547538 1605574 500193 19983660 15452747 932905 287813 1388699 15284766 15834893 1652162 -515493 1518815 15452747 0.89270 0.07950 0.02780 0 0 15525487 15525487 1025827 587874 437953 1369522 1054141 315381 626950 232511 394439 16673260 MERRILL LYNCH INVESTMENTS 236185 F FINEMARK INVESTMENTS 972505 F SANCAP TRUST MANAGED FUNDS 2562641 F 3771331 DEFERRED COMPENSATION 361496 ANNUITIES 198539 560035 X 2768008 295123 104547 72841 472511 2295497 0 2295497 2432935 72841 72841 2360094 0 2360094 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE BOARD OF TRUSTEES HAS DESIGNATED PORTIONS OF THE FOUNDATION'S UNRESTRICTED NET ASSETS. CERTAIN PARCELS OF LAND HAVE BEEN DESIGNATED TO BE SET ASIDE IN THEIR NATURAL STATE BY THE FOUNDATION. ADDITIONALLY, CASH, CASH EQUIVALENTS AND MUTUAL FUNDS HAVE BEEN DESIGNATED BY THE BOARD TO BE SEPARATELY INVESTED AND EARNINGS USED FOR LAND PRESERVATION, NATURAL HABITAT RESTORATION AND MANAGEMENT, RESEARCH AND EDUCATION AND PROTECTION OF WILDLIFE. TEMPORARILY RESTRICTED NET ASSETS (TERM) CONSIST OF FUNDS RESTRICTED FOR DEFERRED MEMBERSHIP DUES, OPERATION AND MANAGEMENT OF THE MARINE LABORATORY, AND RECEIVABLES FROM THE FOUNDATIONS' ANNUAL FUND DRIVE. PERMANENTLY RESTRICTED NET ASSETS ARE COMPRISED OF ENDOWMENTS WHOSE EARNINGS ARE RESTRICTED FOR PURPOSES OF ENVIRONMENTAL EDUCATION, PRESERVATION OF NATURAL RESOURCES, HABITAT MANAGEMENT, SEA TURTLE CONSERVATION, AND LAND HOLDINGS PERMANENTLY RESTRICTED FOR PRESERVATION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IT QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED IT HAS NO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2012. THE FOUNDATION'S 2009, 2010 AND 2011 TAX YEARS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 34,317. DIRECT FUNDRAISING EXPENSES 38,524. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SALES INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 34,317. DIRECT FUNDRAISING EXPENSES 38,524. X X X X X X 1 CHERYL GIATTINI 5270 INDIAN COURT SANIBEL FL 33957 ANNUAL FUND DRIVE 0 994942 111767 882351 994942 111767 882351 FL WINE IN THE WILD ANNIVERSARY EVENT 23505 23505 210 2915 2297 TENNIS TOURNAMENT 28380 28380 275 3535 13274 5 24469 24469 5469 1800 8748 76354 76354 485 11919 1800 24319 38523 37831 X PRIZES FOR FUNDRAISER RAFFLES 48 12147 FAIR MARKET VALUE X BOAT AND OARS 1 662 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION MAY HAVE ONE OR MORE CLASSES OF MEMBERS. THE BY-LAWS SHALL CONTAIN PROVISIONS DESIGNATING THE CLASS OR CLASSES OF MEMBERS, AND STATING THE QUALIFICATIONS AND RIGHTS OF MEMBERS OF EACH CLASS. FORM 990, PART VI, SECTION A, LINE 7A A PERSON MAY BE NOMINATED AS A CANDIDATE FOR ELECTION TO THE BOARD OF TRUSTEES BY A WRITTEN PETITION SIGNED BY NOT LESS THAN TWENTY PERCENT OF THE VOTING MEMBERS OF THE FOUNDATION WHO ARE IN GOOD STANDING AT THE TIME SAID PETITION IS SUBMITTED TO THE NOMINATING COMMITTEE. IF NOMINATION IS DEEMED SUFFICIENT BY THE NOMINATING COMMITTEE, THE NAME OF EACH PERSON SO NOMINATED SHALL BE SUBMITTED TO THE BOARD OF TRUSTEES AS A CANDIDATE FOR ELECTION BY THE VOTING MEMBERS OF THE FOUNDATION AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, FINANCE COMMITTEE, BOARD TREASURER, BOARD OF DIRECTORS AND BUSINESS MANAGER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DISCUSSION OF CONFLICT OF INTEREST POLICY DURING REGULARLY SCHEDULED STAFF MEETINGS AND BOARD OF DIRECTOR MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS OF DETERMINING COMPENSATION FOR ALL EMPLOYEES OF THE FOUNDATION, INCLUDING THE EXECUTIVE DIRECTOR, DOES INCLUDE REVIEW BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS DELIBERATION. THE FOUNDATION HAS A FINANCE COMMITTEE CHAIRED BY THE TREASURER WITH MEMBERS FROM THE COMMUNITY, INDEPENDENT OF THE BOARD OF TRUSTEES. THIS COMMITTEE REVIEWS THE ENTIRE FOUNDATION BUDGET, INCLUDING COMPENSATION, AND MAKES ITS RECOMMENDATIONS TO THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, BOARD POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND AT WWW.SCCF.ORG CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET REALIZED/UNREALIZED GAINS (LOSSES) ON INVESTMENTS 295,123.