UNITED STATES ENDOWMENT FORFORESTRY AND COMMUNITIES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- UNITED STATES ENDOWMENT FORFORESTRY AND COMMUNITIES INC (EIN 20-5583324)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-15
- IRS object ID
- 201322889349300017
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-15T11:05:09-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 RIDGEFIELD COURT | AddressLine1 |
| City | ASHEVILLE | City |
| State | NC | State |
| ZIP Code | 28806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205583324 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED STATES ENDOWMENT FOR FORESTRY AND | BusinessNameLine1 |
| Business Name Line2 | COMMUNITIES INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 8642337646 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 908 EAST NORTH STREET | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CARLTON OWEN | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 8642337646 | Phone |
| Date Signed | 2013-10-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY BIBBY | Name |
| PTIN | P00445891 | PTIN |
| Phone | 8282542254 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CARLTON OWEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 908 EAST NORTH STREET | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 127136208 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.USENDOWMENT.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE POSITIVE CHANGE FOR THE NATION'S WORKING FORESTS AND FOREST-RELIANT COMMUNITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3136246 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2222177 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -882040 | InvestmentIncomePriorYear |
| Investment Income Current Year | -7052309 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2254206 | TotalRevenuePriorYear |
| Total Revenue Current Year | -4830132 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4569846 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5072434 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 912409 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1000669 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1043719 | OtherExpensePriorYear |
| Other Expenses Current Year | 665584 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6525974 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6738687 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -4271768 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -11568819 | RevenuesLessExpensesCY |
| Total Assets BOY | 180347039 | TotalAssetsBOY |
| Total Assets EOY | 192612033 | TotalAssetsEOY |
| Total Liabilities BOY | 2673211 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2347298 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 177673828 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 190264735 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ENDOWMENT WORKS COLLABORATIVELY WITH PARTNERS IN THE PUBLIC AND PRIVATE SECTORS TO ADVANCE SYSTEMIC, TRANSFORMATIVE AND SUSTAINABLE CHANGE FOR THE HEALTH AND VITALITY OF THE NATION'S WORKING FORESTS AND FOREST RELIANT COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5995908 | Expense |
| Grants | 5072434 | Grants |
| Description | THE ENDOWMENT SEEKS TO ADVANCE ITS MISSION USING A SIMPLY DEPICTED "THEORY OF CHANGE" THAT FOCUSES ON WORK IN THREE AREAS: RETAINING AND RESTORING HEALTHY WORKING FORESTS; PROMOTING AND CAPTURING MULTIPLE VALUE STREAMS; AND ENHANCING COMMUNITY CAPACITY, COLLABORATION, AND LEADERSHIP. THE ENDOWMENT DEPLOYS ITS WORK THROUGH FIVE PRIMARY INITIATIVES EACH OF WHICH SUPPORTS A NUMBER OF PROJECTS OR ACTIVITIES. I. HEALTHY WATERSHED THROUGH HEALTHY FORESTS: CONNECTING DOWNSTREAM WATER CONSUMERS WITH UPSTREAM FOREST OWNERS WITH THE INTENT TO ADVANCE OVERALL WATERSHED HEALTH AND QUALITY BY ENSURING CONSERVATION OF WORKING FORESTS. MUCH OF THIS WORK IS JOINTLY-FUNDED IN PARTNERSHIP WITH THE USDA NATURAL RESOURCES CONSERVATION SERVICE. PILOT PROJECTS ARE BEING DEPLOYED IN THE GREATER-PHILADELPHIA, RALEIGH, AND CHARLOTTESVILLE, VA WATERSHEDS. A NEW INIATIVE IS IN THE SAVANNAH RIVER BASIN. II. WOODY BIOMASS/WOOD-TO-ENERGY IS A JOINT-VENTURE APPROACH TO DEVELOPING SUSTAINABLE MARKETS FOR SMALL DIAMATER, DEAD & DYING WOOD TO ENHANCE FOREST HEALTH WHILE ADVANCING FAMILY-SUPPORTING JOBS IN RURAL COMMUNITIES THROUGH DOMESTIC GREEN ENERGY PRODUCTION. THIS WORK IS BASED IN A JOINT-VENTURE WITH THE USDA FOREST SERV ICE THAT HAS LED TO TWO GRANTS AND FIVE PROGRAM RELATED INVESTMENTS IN SMALL FOR-PROFIT BUSINESSES. III. FOREST HEALTH THROUGH BIOTECHNOLOGY (FHI). VIA A PARTNERSHIP WITH THE USDA FOREST SERVICE AND DUKE ENERGY, THE PRIMARY FUNDING PARTNERS, THE ENDOWMENT IS PLUMBING THE POTENTIAL OF MODERN FOREST BIOTECHNOLOGY TO AID IN ADDRESSING THE BURGEONING FOREST HEALTH PROBLEM CAUSES BY ENDEMIC AS WELL AS EXOTIC PESTS AND DISEASES. WORK UNDER FHI IS PROGRESSING ALONG THREE BRAIDED PRONGS -- 1. SCIENCE (WITH MAJOR RESEARCH UNDERWAY AT A FOREST SERIVCE LAB IN MISSISSIPPI AS WELL AS THE UNIVERSITY OF GEORGIA; PENN STATE; AND STATE UNIVERSITY OF NEW YORK AT SYRACUSE); 2. REGULATORY (WHERE WORK AND DISCUSSIONS ARE UNDERWAY WITH KEY FEDERAL AGENCIES WITH OVERSIGHT OF BIOTECHNOLOGY); AND 3. SOCIAL AND ENVIRONMENTAL CONCERS). THE MULTI-YEAR INITIATIVE IS SLATED TO CONTINUE THRU 2015. IV. GROWING MARKETS FOR SUSTAINABLY PRODUCED FOREST PRODUCTS. THE ENDOWMENT IS WORKING WITH AND ACROSS THREE SECTORS OF THE FOREST PRODUCTS INDUSTRY TO DETERMINE THE POTENTIAL OF USDA RESEARCH AND PROMOTION PROGRAMS (COMMODITY CHECK-OFFS) TO GROW MARKETS FOR SOFTWOOD LUMBER; PAPER AND PACKAGING; AND HARDWOOD LUMBER, HARDWOOD PLYWOOD, AND HARDWOOD FLOORING. V. FOREST INVESTMENT ZONES. THE ENDOWMENT IS USING THREE PILOT PROJECTS TO ASSESS THE POTENTIAL OF A REGIONAL APPROACH TO ADVANCE ITS MISSION. THE THREE AREAS (DRY FOREST ZONE -- CA/OR); CENTRAL APPALACHIAN ZONE -- TN/WV/OH; AND NORTHEAST--NY/NH/VT/ME) TO AID RURAL COMMUNITIES IN WORKING FOREST CONSERVATION AND RETENTION/RESTORATION OF WORKING FORESTS. THE FIVE YEAR INITIATIVE IS DESIGNED TO RUN THROUGH 2013. VI. HEALTHLY WORKING FORESTS. THIS "CATCH-ALL" INITIATIVE INCLUDES A NUMBER OF PROJECTS INCLUDING THE PARTERNSHIP FOR SOUTHERN FORESTLAND CONSERVATION; NATIONAL CONSERVATION EASEMENT DATABASE; AND WORKING FORESTS COALITION, EACH OF WHICH ARE DESIGNED TO AID IN RETENTION AND RESTORATION OF HEALTHY WORKING FORESTS. A NEW INIATIVE IS FOSTERING COLLABORATION TO RESTORE FORESTS IN THE MISSISIPPI RIVER BASIN. | Description |
| Total Program Service Expense | 5995908 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | DE | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIGNE C CANN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8642337646 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 908 EAST NORTH STREET | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| CARLTON OWEN | ||||||||
| PRESIDENT, SECRETARY & CEO | 40.00 | X | X | 273878 | 0 | 48473 | ||
| MACK HOGANS | ||||||||
| CHAIRMAN | 5.00 | X | X | 0 | 0 | 0 | ||
| MIL DUNCAN | ||||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| DUANE MCDOUGALL | ||||||||
| TREASURER THRU 11/12 | 1.00 | X | X | 0 | 0 | 0 | ||
| PEGGY CLARK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TAMAR DATAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID DODSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JIM FARRELL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KENT GILGES | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN KULHAVI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CHUCK LEAVELL | ||||||||
| DIRECTOR THRU 11/12 | 1.00 | X | 0 | 0 | 0 | |||
| JAMES RINEHART | ||||||||
| DIRECTOR THRU 11/12 | 1.00 | X | 0 | 0 | 0 | |||
| KARL STAUBER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN VOIGHTMAN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN WEAVER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PETER STANGEL | ||||||||
| SENIOR VICE PRESIDENT | 40.00 | 193311 | 0 | 40032 | X | |||
| ALAN MCGREGOR | ||||||||
| VICE PRESIDENT | 40.00 | 122337 | 0 | 25877 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 589526 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 114382 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 1800815 | GovernmentGrants |
| All Other Contributions | 421362 | AllOtherContributions |
| Total Contributions | 2222177 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2326564 | TotalRevenueColumn |
| Exclusion | $2,326,564 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 122587467 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 131966340 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -9378873 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9378873 | TotalRevenueColumn |
| Exclusion | -$9,378,873 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4830132 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$7,052,309 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5072434 | Total |
| Program Services | 5072434 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282672 | Total |
| Program Services | 226138 | ProgramServices |
| Management And General | 56534 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 513113 | Total |
| Program Services | 309916 | ProgramServices |
| Management And General | 203197 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77773 | Total |
| Program Services | 52389 | ProgramServices |
| Management And General | 25384 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86195 | Total |
| Program Services | 58062 | ProgramServices |
| Management And General | 28133 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40916 | Total |
| Program Services | 27562 | ProgramServices |
| Management And General | 13354 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18000 | Total |
| Management And General | 18000 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52848 | Total |
| Management And General | 52848 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190287 | Total |
| Management And General | 190287 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37637 | Total |
| Management And General | 37637 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85752 | Total |
| Program Services | 81571 | ProgramServices |
| Management And General | 4181 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32146 | Total |
| Management And General | 32146 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83657 | Total |
| Program Services | 28169 | ProgramServices |
| Management And General | 55488 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9935 | Total |
| Management And General | 9935 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11628 | Total |
| Management And General | 11628 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBT EXPENSE | 139667 | 139667 | |
| MISCELLANEOUS | 4027 | 4027 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6738687 | Total |
| Program Services | 5995908 | ProgramServices |
| Management And General | 742779 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1534493 | BOY |
| EOY | 1870976 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 342954 | BOY |
| EOY | 565131 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2050037 | BOY |
| EOY | 9138202 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13961 | BOY |
| EOY | 10976 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 461895 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 25658 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452442 | BOY |
| EOY | 436237 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91372729 | BOY |
| EOY | 119103850 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82366173 | BOY |
| EOY | 58443911 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2214250 | BOY |
| EOY | 3042750 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180347039 | BOY |
| EOY | 192612033 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1166332 | BOY |
| EOY | 1493200 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1169794 | BOY |
| EOY | 535410 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 337085 | BOY |
| EOY | 318688 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2673211 | BOY |
| EOY | 2347298 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -22389677 | BOY |
| EOY | -10071700 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63505 | BOY |
| EOY | 336435 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200000000 | BOY |
| EOY | 200000000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 177673828 | BOY |
| EOY | 190264735 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180347039 | BOY |
| EOY | 192612033 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -11568819 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 24336455 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -176729 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 86000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1724195 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2553966 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3136246 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2222177 | CurrentTaxYear |
| Total | 9722584 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 86000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1724195 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2553966 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3136246 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2222177 | CurrentTaxYear |
| Total | 9722584 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1065653 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8656931 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3523031 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3059301 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2426273 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2943697 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2326564 | CurrentTaxYear |
| Total | 14278866 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 900 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 214993 | CurrentTaxYearMinus3Years |
| Total | 215893 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 24217343 | TotalSupport |
| Public Support Pertcentage170 | 0.35750 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92760 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 175738902 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 16944377 | InvestmentEarningsOrLosses |
| Other Expenditures | 6502701 | OtherExpenditures |
| End Of Year Balance | 186180578 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 191040779 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -10535319 | InvestmentEarningsOrLosses |
| Other Expenditures | 4766558 | OtherExpenditures |
| End Of Year Balance | 175738902 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 178689176 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 16519791 | InvestmentEarningsOrLosses |
| Other Expenditures | 3992541 | OtherExpenditures |
| Administrative Expenses | 175647 | AdministrativeExpenses |
| End Of Year Balance | 191040779 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 151473881 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 29713616 | InvestmentEarningsOrLosses |
| Other Expenditures | 2498321 | OtherExpenditures |
| End Of Year Balance | 178689176 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 214017399 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -61203745 | InvestmentEarningsOrLosses |
| Other Expenditures | 1339773 | OtherExpenditures |
| End Of Year Balance | 151473881 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 137794 | OtherCostOrOtherBasis |
| Book Value | 137794 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 324101 | OtherCostOrOtherBasis |
| Depreciation | 25658 | Depreciation |
| Book Value | 298443 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 436237 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 7967124 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| FIXED INCOME | 31037137 | F |
| ALTERNATIVE INVESTMENTS | 19439650 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 58443911 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION WAS FUNDED WITH A ONE-TIME INFUSION OF $200 MILLION UNDER THE TERMS OF THE SOFTWOOD LUMBER AGREEMENT BETWEEN THE UNITED STATES AND CANADA. EARNINGS FROM THE ENDOWMENT CAN BE USED TO FUND THE ORGANIZATION'S PURPOSES OF SUPPORTING EDUCATIONAL AND CHARITABLE CAUSES IN TIMBER-RELIANT COMMUNITIES, EDUCATIONAL AND PUBLIC-INTEREST PROJECTS ADDRESSING FOREST MANAGEMENT ISSUES THAT AFFECT TIMBER-RELIANT COMMUNITIES, OR THE SUSTAINABILITY OF FORESTS AS SOURCES OF BUILDING MATERIALS, WILDLIFE HABITAT, BIO-ENERGY, RECREATION, AND OTHER VALUES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ENDOWMENT HAS OBTAINED NONPROFIT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND AS SUCH, IS EXEMPT FROM INCOME TAXES EXCEPT ON UNRELATED BUSINESS INCOME. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ENDOWMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF DECEMBER 31, 2012. FISCAL YEARS ENDING ON OR AFTER DECEMBER 31, 2009, REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | CountryAddressForeign/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INSTITUTE OF FOREST BIOTECHNOLOGY | |||||||||||
| 140 PRESTON EXECUTIVE DR | CARY | NC | 27513 | 562278107 | 501(C)(3) | 198932 | BIOTECHNOLOGY: FOREST GENETICS | ||||
| UNIVERSITY OF GA RESEARCH FOUNDATION | |||||||||||
| 621 BOYD GRAD STUDIES RESEARCH | ATHENS | GA | 306027411 | 581353149 | 501(C)(3) | 328060 | BIOTECHNOLOGY: FOREST GENETICS | CENTER | |||
| PENNSYLVANIA STATE UNIVERSITY | |||||||||||
| SCHOOL OF FOREST RESOURCES | UNIVERSITY PARK | PA | 16802 | 246000376 | 501(C)(3) | 172969 | BIOTECHNOLOGY: FOREST GENETICS | ||||
| RESEARCH FOUNDATION OF THE STATE UNIVERSITY OF NY | |||||||||||
| 35 STATE ST | ALBANY | NY | 12207 | 141368361 | 501(C)(3) | 280190 | BIOTECHNOLOGY: FOREST GENETICS | ||||
| THE CONVERSVATION FUND | |||||||||||
| PO BOX 271 | CHAPEL HILL | NC | 27514 | 521388917 | 501(C)(3) | 394269 | SOUTHERN FORESTLAND CONSERVATION | ||||
| SUSTAINABLE NORTHWEST | |||||||||||
| 813 SW ALDER STE 500 | PORTLAND | OR | 97205 | 931152222 | 501(C)(3) | 250000 | SUSTAINABLE FORESTRY & VALUE STREAMS | ||||
| NORTHERN FOREST CENTER | |||||||||||
| PO BOX 210 | CONCORD | NH | 03302 | 223458955 | 501(C)(3) | 250000 | SUSTAINABLE FORESTRY & VALUE STREAMS | ||||
| MOUNTAIN ASSOCIATION FOR COMMUNITY ECONOMIC DEVELOPMENT | |||||||||||
| 433 CHESTNUT | BEREA | KY | 40403 | 310900246 | 501(C)(3) | 250000 | SUSTAINABLE FORESTRY & VALUE STREAMS | ||||
| THE TRUST FOR PUBLIC LAND | |||||||||||
| 101 MONTGOMERY ST STE 900 | SAN FRANCISCO | CA | 94105 | 237222333 | 501(C)(3) | 50298 | CONSERVATION EASEMENT DATABASE | ||||
| PINCHOT INSTITUTE FOR CONSERVATION | |||||||||||
| 1616 P STREET NW STE 100 | WASHINGTON | DC | 20036 | 521935342 | 501(C)(3) | 739190 | HEALTHY WATERSHEDS | ||||
| CONSERVATION TRUST FOR NC | |||||||||||
| 1028 WASHINGTON ST | RALEIGH | NC | 27605 | 581552188 | 501(C)(3) | 138509 | HEALTHY WATERSHEDS | ||||
| VIRGINIA DEPT OF FORESTRY | |||||||||||
| 900 NATURAL RESOURCES DR STE 800 | CHARLOTTESVILLE | VA | 22903 | GOVERNMENT | 217182 | HEALTHY WATERSHEDSHEALTHY WATERSHEDS | |||||
| NC STATE UNIVERSITY | |||||||||||
| 2200 HILLSBOROUGH | RALEIGH | NC | 276957214 | 566000075 | GOVERNMENT | 115499 | WOODY BIOMASS/ WOOD-TO-ENERGY | ||||
| ENVIRONMENTAL DEFENSE FUND | |||||||||||
| 257 PARK AVE SOUTH | NY | NY | 10010 | 116107128 | 501(C)(3) | 165194 | WOODY BIOMASS/ WOOD-TO-ENERGY | ||||
| G-4 INSIGHTS INC | |||||||||||
| 125000 | WOODY BIOMASS/ WOOD-TO-ENERGY | 7966 WINSTON ST | BURNABY | CA | |||||||
| DOVETAIL PARTNERS | |||||||||||
| 528 HENNEPIN AVE S7 | MINNEAPOLIS | MN | 55403 | 522409510 | 501(C)(3) | 143501 | WOODY BIOMASS/ WOOD-TO-ENERGY | ||||
| OPEN SPACE INSTITUTE | |||||||||||
| 1350 BROADWAY S101 | NEW YORK | NY | 10018 | 521053406 | 501(C)(3) | 88000 | WOODY BIOMASS/ WOOD-TO-ENERGY | ||||
| SOCIETY OF AMERICAN FORESTERS | |||||||||||
| 5400 GORSVENER LAND | BETHESDA | MD | 20814 | 530204630 | 501(C)(3) | 36887 | WOODY BIOMASS/ WOOD-TO-ENERGY | ||||
| WORLD RESOURCES INSTITUTE | |||||||||||
| 10 G ST NE S 800 | WASHINGTON | DC | 20002 | 521257057 | 501(C)(3) | 48000 | WOODY BIOMASS/ WOOD-TO-ENERGY | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 18 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTEES ARE TYPICALLY SELECTED FROM SUBMISSIONS IN RESPONSE TO COMPETITIVE REQUESTS FOR PROPOSALS PROCESSES. EACH PROJECT HAS A DIFFERENT SET OF CRITERIA. ALL GRANTEES OPERATE WITH AN AGREED-UPON WORKPLAN AND DELIVERABLES FOR EACH PROJECT. FUNDS ARE DISBURSED BASED UPON MONITORING OF PROGRESS AND THE AGREEMENT BETWEEN THE GRANTEE AND THE ENDOWMENT OF SATISFACTORY ACCOMPLISHMENTS PER THE AWARD CONTRACT. THE ORGANIZATION'S PROGRAM-RELATED INVESTMENTS ARE MADE UNDER THE DIRECTION OF THE BOARD OF DIRECTORS. ALL INVESTMENTS ARE WITH ORGANIZATIONS THAT SUPPORT THE US ENDOWMENT FOR FORESTRY AND COMMUNITIES' PURPOSE AND GOALS. THE INVESTMENTS ARE MONITORED BY THE BOARD OF DIRECTORS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARLTON OWEN | ||||||||||||||
| PRESIDENT, SECRETARY & CEO | 273878 | 0 | 0 | 0 | 0 | 0 | 27500 | 0 | 20973 | 0 | 322351 | 0 | 0 | 0 |
| PETER STANGEL | ||||||||||||||
| SENIOR VICE PRESIDENT | 193311 | 0 | 0 | 0 | 0 | 0 | 22500 | 0 | 17532 | 0 | 233343 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE ORGANIZATION PAID $260 IN 2012 FOR LODGING OUT-OF-TOWN STAFF IN A PERSONAL RESIDENCE DURING TRIPS TO GREENVILLE. THE RATE PAID WAS $20 PER NIGHT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ENTIRE BOARD OF DIRECTORS WILL BE PROVIDED A COPY OF THE DRAFT FORM 990. REVIEW AND DISCUSSION OF THE CONTENTS WILL BE LED BY THE AUDIT COMMITTEE AND THE PRESIDENT & CEO. ALSO, OUR LEAD AUDIT PARTNER FREQUENTLY WILL BE AT THE MEETING TO DISCUSS DETAILS. THE BOARD WILL THEN FORMALLY APPROVE THE FORM 990 BEFORE IT IS SUBMITTED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AT EVERY MEETING OF THE BOARD OF DIRECTORS, BEFORE ANY ACTION IS TAKEN ON A PARTICULAR TOPIC, MEMBERS ARE ASKED TO NOTE FOR THE RECORD ANY AREAS OF POTENIAL CONFLICT. ANNUALLY, EACH MEMBER OF THE BOARD AND STAFF ARE ASKED TO REVIEW AND SIGN A COPY OF THE CONFLICT OF INTEREST POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICER-LEVEL SALARIES ARE ESTABLISHED BASED UPON THE EDUCATION, EXPERIENCE AND OTHER QUALIFICATIONS OF EACH INDIVIDUAL AND BENCHMARKED AGAINST THE PAY OF SIMILAR POSITIONS WITHIN NOT-FOR-PROFITS AS A CLASS (E.G. AVERAGE ANNUAL SALARY OF WASHINGTON, DC-BASED NGOS) AND A MORE DEFINED GROUP OF NOT-FOR-PROFITS "PEER" ORGANIZATIONS. SALARIES OF ALL STAFF, WITH THE EXCEPTION OF THE CEO, ARE ESTABLISHED USING THESE BENCHMARKS AND ADMINISTERED BY THE CEO WITH BOARD REVIEW/APPROVAL ON EACH EMPLOYEE'S ANNIVERSARY DATE WITH THE ENDOWMENT. IN THE CASE OF THE CEO, THE BOARD OF DIRECTORS REVIEWS THE CEO'S PAY AND BENEFITS AT LEAST ANNUALLY. THE ENTIRE PAY/BENEFITS PACKAGE IS TESTED IN A REVIEW OF PEER GROUP AND OTHER BENCHMARKS IN A SCAN ADMINISTERED BY THE AUDIT COMMITTEE AND PERIODICALLY REVIEWED BY OUTSIDE COUNSEL AND/OR A BENEFITS CONSULTANT. | |
| FORM 990, PART VI, SECTION C, LINE 18 | COPIES OF THE ORGANIZATION'S FORM 990 IS AVAILABLE ON THE ORGANIZATIONAL WEBSITE AND WWW.GUIDESTAR.ORG. | |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF ALL GOVERNANCE DOCUMENTS -- CHARTER, BYLAWS, STEWARDSHIP PRINCIPLES, VALUES -- ARE AVAILABLE ON THE ORGANIZATIONAL WEBSITE. | |
| FORM 990, PART XI, LINE 9: | EQUITY IN SUBSIDIARY -176,729. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY WEALTH THROUGH FORESTRY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320362399 | EIN |
| Primary Activity | INVESTMENT | PrimaryActivity |
| Legal Domicile State | GA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US ENDOWMENT FOR FORESTRY AND COMMUNITIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 5893 | ShareOfTotalIncome |
| Share Of EOY Assets | 903774 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | 1 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| COMMUNITY WEALTH THROUGH FORESTRY | |
| B | 1270500 |
| COMMUNITY WEALTH THROUGH FORESTRY | |
| D | 260000 |
Comments