SANIBEL-CAPTIVA CONSERVATION FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SANIBEL-CAPTIVA CONSERVATION FOUNDATION INC (EIN 59-1205087)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-07-19
- IRS object ID
- 201212019349300701
- Schema version
- 2010v3.4
- Note
- A later return for the same period supersedes this one.
- 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 | 2012-07-19T07:44:58-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILL BARTH & KING LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8010 SUMMERLIN LAKES DRIVE | AddressLine1 |
| City | FORT MYERS | City |
| State | FL | State |
| ZIP Code | 33907 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591205087 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANIBEL-CAPTIVA CONSERVATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SANI | NameControl |
| Phone | 2394722329 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 839 | AddressLine1 |
| City | SANIBEL | City |
| State | FL | State |
| ZIP Code | 33957 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ERICK LINDBLAD | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2394722329 | Phone |
| Date Signed | 2012-07-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES M SOWERS CPA | Name |
| Phone | 2394825522 | Phone |
| Date Prepared | 2012-07-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | ERICK LINDBLAD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 839 | AddressLine1 |
| City | SANIBEL | City |
| State | FL | State |
| ZIP Code | 33957 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6791885 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SCCF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | PRESERVING AND PROTECTING THE NATURAL ENVIRONMENT ON AND AROUND SANIBEL-CAPTIVA | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 25 | TotalNbrEmployees |
| Total Nbr Volunteers | 910 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1918415 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6412356 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11865 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19730 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8204 | InvestmentIncomePriorYear |
| Investment Income Current Year | 84555 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 170024 | OtherRevenuePriorYear |
| Other Revenue Current Year | 170428 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2108508 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6687069 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1508432 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1565604 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 54100 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 79100 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 82003 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1055629 | OtherExpensePriorYear |
| Other Expenses Current Year | 947358 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2618161 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2592062 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -509653 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4095007 | RevenuesLessExpensesCY |
| Total Assets BOY | 17380680 | TotalAssetsBOY |
| Total Assets EOY | 23370601 | TotalAssetsEOY |
| Total Liabilities BOY | 442451 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1870296 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16938229 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21500305 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SCCF IS DEDICATED TO THE CONSERVATION OF COASTAL HABITATS AND AQUATIC RESOURCES ON SANIBEL AND CAPTIVA AND IN THE SURROUNDING WATERSHED. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 913126 | Expense |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 559461 | Expense |
| Description | 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 173059 | Expense |
| Revenue | 140173 | Revenue |
| Description | 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. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 383774 | Expense |
| Revenue | 19730 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 383774 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 19730 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 2029420 | 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 | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 25 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY CERDAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2394722329 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 SANIBEL-CAPTIVA ROAD | AddressLine1 |
| City | SANIBEL | City |
| State | FL | State |
| ZIP Code | 33957 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| BILL BURCH | |||||||
| SECRETARY | 10.00 | X | X | 0 | 0 | 0 | |
| DORIS HOLZHEIMER | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| PATTI SOUSA | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| PAUL ROTH | |||||||
| PRESIDENT | 10.00 | X | X | 0 | 0 | 0 | |
| JOHN LAGORCE | |||||||
| VICE PRESIDENT | 10.00 | X | X | 0 | 0 | 0 | |
| ROBBIE ROEPSTORFF | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CLAUDE CRAWFORD | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| JANIE HOWLAND | |||||||
| TREASURER | 10.00 | X | X | 0 | 0 | 0 | |
| PHILIP PUSCHEL | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| MARTHA SIDERS | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| GREG TOLLEY | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| BARBARA VONHARTEN | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| CAROL ZELL | |||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | ||
| ERICK LINDBLAD | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 110000 | 0 | 15000 | X | ||
| WENDY CERDAN | |||||||
| BUSINESS MANAGER | 40.00 | 58500 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 53495 | MembershipDues |
| Government Grants | 337543 | GovernmentGrants |
| All Other Contributions | 6021318 | AllOtherContributions |
| Total Contributions | 6412356 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMISSIONS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 15803 | TotalRevenueColumn |
| Related Or Exempt Function Income | 15803 | RelatedOrExemptFunctionIncome |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3927 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3927 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19730 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80469 | TotalRevenueColumn |
| Exclusion | $80,469 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 5000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 914 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 4086 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4086 | TotalRevenueColumn |
| Exclusion | $4,086 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 50712 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 20457 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30255 | TotalRevenueColumn |
| Exclusion | $30,255 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 223618 | GrossSalesOfInventory |
| Cost Of Goods Sold | 83445 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140173 | TotalRevenueColumn |
| Related Or Exempt Function Income | 140173 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6687069 | TotalRevenueColumn |
| Related Or Exempt Function Income | 159903 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $114,810 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1169035 | Total |
| Program Services | 974514 | ProgramServices |
| Management And General | 194521 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80119 | Total |
| Program Services | 52511 | ProgramServices |
| Management And General | 27608 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214470 | Total |
| Program Services | 200403 | ProgramServices |
| Management And General | 14067 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101980 | Total |
| Program Services | 75975 | ProgramServices |
| Management And General | 26005 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14660 | Total |
| Management And General | 14660 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79100 | Total |
| Fundraising | 79100 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5928 | Total |
| Management And General | 5928 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56208 | Total |
| Program Services | 47375 | ProgramServices |
| Management And General | 8833 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6738 | Total |
| Program Services | 3841 | ProgramServices |
| Management And General | 2897 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37046 | Total |
| Program Services | 16567 | ProgramServices |
| Management And General | 20479 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1773 | Total |
| Management And General | 1773 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51999 | Total |
| Program Services | 28588 | ProgramServices |
| Management And General | 23411 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44421 | Total |
| Program Services | 31192 | ProgramServices |
| Management And General | 13229 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 137359 | Total |
| Program Services | 124958 | ProgramServices |
| Management And General | 12401 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52056 | Total |
| Program Services | 15673 | ProgramServices |
| Management And General | 36383 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| HABITAT MANAGEMENT | 155123 | 155123 | |
| MARINE LAB | 90808 | 90808 | |
| LAND PRESERVATION | 78123 | 78123 | |
| RESEARCH & EDUCATION | 68089 | 68089 | |
| POSTAGE & PRINTING | 55767 | 7259 | 48508 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91260 | Total |
| Program Services | 58421 | ProgramServices |
| Management And General | 29936 | ManagementAndGeneral |
| Fundraising | 2903 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2592062 | Total |
| Program Services | 2029420 | ProgramServices |
| Management And General | 480639 | ManagementAndGeneral |
| Fundraising | 82003 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1465088 | BOY |
| EOY | 2205361 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396363 | BOY |
| EOY | 1434447 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 18560 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50105 | BOY |
| EOY | 23032 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106261 | BOY |
| EOY | 67829 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 18090381 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1698819 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12469387 | BOY |
| EOY | 16391562 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2888076 | BOY |
| EOY | 3224410 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5400 | BOY |
| EOY | 5400 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17380680 | BOY |
| EOY | 23370601 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57357 | BOY |
| EOY | 103630 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1312500 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385094 | BOY |
| EOY | 454166 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 442451 | BOY |
| EOY | 1870296 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14403985 | BOY |
| EOY | 18153225 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 907577 | BOY |
| EOY | 1720413 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1626667 | BOY |
| EOY | 1626667 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16938229 | BOY |
| EOY | 21500305 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17380680 | BOY |
| EOY | 23370601 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4095007 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 467069 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 4212046 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2281123 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2549169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1918415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6412356 | CurrentTaxYear |
| Total | 17373109 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4212046 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2281123 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2549169 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1918415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6412356 | CurrentTaxYear |
| Total | 17373109 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1343025 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16030084 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69235 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 60608 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24606 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8204 | CurrentTaxYearMinus1Year |
| Current Tax Year | 80469 | CurrentTaxYear |
| Total | 243122 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 17616231 | TotalSupport |
| Gross Receipts From Admissions Etc | 1277281 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91000 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90010 | 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 | 15284766 | BeginningOfYearBalance |
| Contributions | 6257123 | Contributions |
| Investment Earnings Or Losses | 547538 | InvestmentEarningsOrLosses |
| Other Expenditures | 2105767 | OtherExpenditures |
| End Of Year Balance | 19983660 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15452747 | BeginningOfYearBalance |
| Contributions | 932905 | Contributions |
| Investment Earnings Or Losses | 287813 | InvestmentEarningsOrLosses |
| Other Expenditures | 1388699 | OtherExpenditures |
| End Of Year Balance | 15284766 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15834893 | BeginningOfYearBalance |
| Contributions | 1652162 | Contributions |
| Investment Earnings Or Losses | -515493 | InvestmentEarningsOrLosses |
| Other Expenditures | 1518815 | OtherExpenditures |
| End Of Year Balance | 15452747 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.83250 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.08140 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08610 | TermEndowmentEOYBalance |
| 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 | 15340401 | OtherCostOrOtherBasis |
| Book Value | 15340401 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1025827 | OtherCostOrOtherBasis |
| Depreciation | 406884 | Depreciation |
| Book Value | 618943 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1270243 | OtherCostOrOtherBasis |
| Depreciation | 852185 | Depreciation |
| Book Value | 418058 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 453910 | OtherCostOrOtherBasis |
| Depreciation | 439750 | Depreciation |
| Book Value | 14160 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 16391562 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| SANIBEL CAPTIVA TRUST CO MANAGED FUNDS | 2097392 | F |
| MERRILL LYNCH INVESTMENTS | 206481 | F |
| FINEMARK INVESTMENTS | 920537 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 3224410 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $263,189 |
| ANNUITIES | $190,977 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 454166 | TotalOfAmounts |
| Total Revenue | 6687069 | TotalRevenue |
| Total Expenses | 2592062 | TotalExpenses |
| Excess Or Deficit For Year | 4095007 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 467069 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 467069 | TotalAdjustments |
| Excess Or Deficit Per FS | 4562076 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7258040 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 467069 | NetUnrealizedGainsInvestments |
| Other Revenues | 103902 | OtherRevenues |
| Revenue Not Rptd F990 | 570971 | RevenueNotRptdF990 |
| Revenue Subtotal | 6687069 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6687069 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2695964 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 103902 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 103902 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2592062 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2592062 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. PERMENANTLY 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: | 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, 2010. THE FOUNDATION'S 2007, 2008, AND 2009 TAX YEARS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 83,445. DIRECT FUNDRAISING EXPENSES 20,457. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | COST OF SALES INCLUDED IN EXPENSES ON FINANCIAL STATEMENTS 83,445. DIRECT FUNDRAISING EXPENSES 20,457. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | CHERYL GIATTINI | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 839 | AddressLine1 |
| City | SANIBEL | City |
| State | FL | State |
| ZIP Code | 33957 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | HONORING THE PAST, PROTECTING THE FUTURE | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 2402914 | GrossReceipts |
| Amount Retained By Contractor | 79100 | AmountRetainedByContractor |
| Net To Organization | 2323764 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2402914 | TotalGrossReceipts |
| Total Retained By Contractors | 79100 | TotalRetainedByContractors |
| Total Net To Organization | 2323764 | TotalNetToOrganization |
| Licensed States | FL | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | WINE IN THE WILD ANNIVERSARY EVENT | NameOfEvent1 |
| Gross Receipts Event1 | 18830 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 18830 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 214 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 2722 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 398 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TENNIS TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 29731 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 29731 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 3475 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 443 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 6515 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 1550 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 48561 | GrossReceiptsTotal |
| Gross Revenue Total Events | 48561 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 3475 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 657 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 9237 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 1948 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 15317 | DirectExpenseSummaryEvents |
| Net Income Summary | 33244 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| AMENDED RETURN | FORM 990, ITEM B | ADDITIONAL DONORS WITH CONTRIBUTIONS IN EXCESS OF LIMIT WERE IDENTIFIED. SCHEDULE B AMENDED TO INCLUDE INFORMATION PERTAINING TO CONTRIBUTORS AND CONTRIBUTIONS. |
| 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 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 PER CENT OF THE VOTING MEMBERS OF THE FOUNDATION WHO ARE IN GOOD STANDING AT THE TIME SAID PETITION IS SUMBITTED 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 AND BUSINESS MANAGER, THEN PRESENTED TO THE FINANCE COMMITTEE FOR APPROVAL. ONCE APPROVED BY THE FINANCE COMMITTEE, THE FORM 990 IS PRESENTED TO THE BOARD FOR APPROVAL. | |
| 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 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE FOUNDATION DOES NOT CURRENTLY MAINTAIN A WRITTEN CONFLICT OF INTEREST POLICY. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 467,069. |
| FORM 990, PART XII, LINE 2C: | THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE ANNUAL AUDIT OR REVIEW OF FINANCIAL STATEMENTS, AND THE SELECTION OF AN INDEPENDANT ACCOUNTANT. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS RETURN IS BEING FILED BETWEEN MARCH 1, 2012 AND MARCH 30, 2012, AS DIRECTED BY THE IRS IN NOTICE 2012-4, BECAUSE ELECTRONIC FILING WAS NOT AVAILABLE JANUARY 1, 2012 THROUGH FEBRUARY 29, 2012. WE REQUEST THAT PENALTIES BE WAIVED BECAUSE IT WOULD BE INEQUITABLE TO IMPOSE A PENALTY ON US DUE TO THE UNUSUAL CIRCUMSTANCES REQUIRING US TO DELAY THE FILING OF THIS RETURN. | Explanation |