2011-10-17T09:51:07-05:00 2010-12-31 KERKERING BARBERIO & CO PO BOX 49348 SARASOTA FL 342306348 990 2010-01-01 236400408 ARCHBOLD EXPEDITIONS ARCH 8634652571 123 MAIN DRIVE VENUS FL 33960 HILARY SWAIN 8634652571 2011-10-10 1 REBECCA U STONER 9413654617 2010 2016-03-07 17:11:31Z X HILARY SWAIN 123 MAIN DRIVE VENUS FL 33960 26977071 0 X WWW.ARCHBOLD-STATION.ORG X 1937 PA LONG-TERM ECOLOGICAL RESEARCH, LAND MANAGEMENT, AND EDUCATIONAL PROGRAMS. 14 14 93 135 0 0 3212063 1888368 110058 116017 -883145 1383907 322705 315047 2761681 3703339 0 0 0 0 2296191 2393657 24356 0 17395 1826150 1707916 4146697 4101573 -1385016 -398234 53609335 55734424 645848 805927 52963487 54928497 X ARCHBOLD EXPEDITIONS IS DEDICATED TO LONG-TERM ECOLOGICAL RESEARCH, EDUCATION AND CONSERVATION. THE PRIMARY FOCUS IS ON THE ORGANISMS AND ENVIRONMENTS OF THE UNIQUE LAKE WALES RIDGE AND ADJACENT CENTRAL FLORIDA. ARCHBOLD EXPEDITIONS PROGRAM IS PART OF A GLOBAL EFFORT TO UNDERSTAND, INTERPRET, AND PRESERVE THE EARTH'S NATURAL DIVERSITY. 0 0 1683355 354960 ARCHBOLD EXPEDITIONS - ARCHBOLD BIOLOGICAL STATION RESEARCH: STAFF AND VISITING SCIENTISTS STUDY ECOLOGICAL PATTERNS AND PROCESSES WITH AN EMPHASIS ON THE ECOSYSTEMS OF THE LAKE WALES RIDGE, CENTRAL FLORIDA. THE RESEARCH INCLUDES POPULATION BIOLOGY, ANIMAL BEHAVIOR, BIOGEOGRAPHY, COMMUNITY ECOLOGY, CONSERVATION BIOLOGY, EVOLUTION AND LANDSCAPE ECOLOGY. STUDIES OF RARE SPECIES REPRESENTED ON THE PROPERTY GUIDE HABITAT MANAGEMENT AND PROTECTION BY PUBLIC AND PRIVATE AGENCIES. MORE THAN SEVENTEEN HUNDRED RESEARCH PUBLICATIONS HAVE BEEN PUBLISHED TO DATE. EDUCATION: ARCHBOLD BIOLOGICAL STATION PROVIDES ENVIRONMENTAL EDUCATION AND SCIENCE CURRICULUM DEVELOPMENT FOR GRADES 3 - 5 AND CONDUCTS CHILDREN'S SUMMER CAMPS. OVER TWO THOUSAND K - 12 STUDENTS PARTICIPATE ANNUALLY. UNDERGRADUATES AND GRADUATE STUDENTS CONDUCT INDEPENDENT RESEARCH ADVISED BY STATION STAFF; MORE THAN 100 MASTERS AND DOCTORAL THESES HAVE STEMMED FROM STUDENT RESEARCH, VISITING CLASSES FROM COLLEGES AND UNIVERSITIES AROUND THE COUNTRY USE ARCHBOLD BIOLOGICAL STATION FOR TEACHING AND FIELD BIOLOGY. CONSERVATION: ARCHBOLD BIOLOGICAL STATION IS 5,193 ACRES, GLOBALLY SIGNIFICANT NATURE PRESERVE, WHICH SUPPORTS THE THREATENED FLORIDA SCRUB HABITAT AND NUMEROUS STATE AND FEDERALLY THREATENED AND ENDANGERED SPECIES. IN ADDITION TO CONSERVATION LAND MANAGEMENT, ARCHBOLD STAFF MEMBERS SERVE AS INDEPENDENT ADVISORS TO PUBLIC AND PRIVATE CONSERVATION ORGANIZATIONS, FOR EXAMPLE, TO ESTABLISH BIOLOGICAL PRIORITIES FOR LAND ACQUISITION AND MANAGEMENT REGIONALLY. 979777 76104 ARCHBOLD EXPEDITIONS - MACARTHUR AGRO-ECOLOGY RESEARCH CENTER(MAERC) MAERC IS DEDICATED TO LONG-TERM RESEARCH, EDUCATION AND OUTREACH ON THE RELATIONSHIPS BETWEEN SUB-TROPICAL GRAZING SYSTEMS AND THE NATIVE ECOLOGICAL SYSTEMS OF THE NORTHERN EVERGLADES. MAERC IS LOCATED AT BUCK ISLAND RANCH, A FULL-SCALE 10,500 ACRE WORKING CATTLE RANCH ON A LONG-TERM LEASE FROM THE JOHN D. AND CATHERINE T. MACARTHUR FOUNDATION. MAERC PROVIDES RESEARCHERS THE OPPORTUNITY TO EVALUATE THE RELATIONSHIPS AMONG ECOLOGICAL, PHYSICAL AND ECONOMIC FACTORS, AND HOW THESE CHANGE OVER TIME. OVER ONE HUNDRED SCIENTIFIC BOOKS AND ARTICLES HAVE BEEN PUBLISHED BASED ON THIS RESEARCH, INCLUDING SEVERAL MASTER'S AND DOCTORAL THESES. MAERC PROVIDES EDUCATION PROGRAMS VIA UNDERGRADUATE AND GRADUATE TRAINING, 6 - 8 GRADE SCHOOL CURRICULUM DEVELOPMENT, AGENCY AND INDUSTRY WORKSHOPS, AND EDUCATION. 139761 ARCHBOLD EXPEDITIONS - ARCHBOLD RESERVE ARCHBOLD EXPEDITIONS HAS ESTABLISHED THE ARCHBOLD RESERVE ON A 3,648 ACRE SITE ADJACENT TO ARCHBOLD BIOLOGICAL STATION. IT IS A DEGRADED FORMER CATTLE RANCH THAT IS THE FOCUS OF NEW RESEARCH AND CONSERVATION PROGRAM IN RESTORATION ECOLOGY, RESEARCH STAFF AND VISITING SCIENTISTS STUDY ECOLOGICAL PATTERNS AND PROCESSES WITH AN EMPHASIS ON THE RESTORATION AND PROCESSES OF THE SCRUB, SEEPAGE SLOPES AND CUTTHROAT FLATWOODS COMMUNITIES OF THE SITE. SEVERAL STUDIES ARE UNDERWAY WITH EMPHASIS TO DATE ON POPULATION BIOLOGY, COMMUNITY ECOLOGY, NUTRIENT CYCLING, HYDROLOGY, AND AGRO-ECOLOGY. THESE STUDIES WILL GUIDE HABITAT MANAGEMENT, HABITAT RESTORATION AND PROTECTION BY PUBLIC AGENCIES AND PRIVATE LANDOWNERS. LAND MANAGEMENT FOR CONSERVATION ON THE ARCHBOLD RESERVE INCLUDES PRESCRIBED BURNING, GRAZING AND REMOVAL OF EXOTIC INVASIVE PLANTS. WE ARE WORKING WITH THE USDA AND STATE AGENCIES TO CONDUCT LARGE SCALE HYDROLOGICAL AND VEGETATION RESTORATION OVER PORTIONS OF THE SITE. THE ARCHBOLD RESERVE PROVIDES RESEARCHERS WITH THE OPPORTUNITY TO EVALUATE THE RELATIONSHIPS AMONG ECOLOGICAL AND PHYSICAL FACTORS UNDER RESTORATION CONDITIONS. EDUCATION PROGRAMS TO DATE INCLUDE MASTER'S AND DOCTORAL STUDENT TRAINING AND AGENCY WORKSHOPS AND TOURS. 2802893 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 93 1 0 0 0 0 0 0 0 0 0 0 X 14 14 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 FL PA X ERIC STEIN 8634652571 123 MAIN DRIVE VENUS FL 33960 CARTER RANDOLPH LEIDY III 2.00 X 0 0 0 DONNA HUFTY LLOYD GEORGE 2.00 X 0 0 0 ROBERT LLOYD GEORGE 2.00 X 0 0 0 ALEXANDER HUFTY GRISWOLD 2.00 X 0 0 0 HARRY W GREENE 2.00 X 0 0 0 DYLAN A H ALEGRIA 2.00 X 0 0 0 LOREN D H ALEGRIA 2.00 X 0 0 0 F WARD PAINE 2.00 X 0 0 0 FRANCES ARCHBOLD HUFTY 2.00 X X 0 0 0 MARY PAGE HUFTY 4.00 X X 0 0 0 DANIEL SANTIAGO ALEGRIA 2.00 X X 0 0 0 SEBASTIAN DE ATUCHA 2.00 X X 0 0 0 LELA PORTER LOVE 2.00 X X 0 0 0 JOHN ARCHHOLD HUFTY 2.00 X X 0 0 0 HILARY SWAIN 50.00 X 93743 0 31404 ERIC STEIN 40.00 X 52867 0 17710 146610 0 49114 0 0 0 0 0 1722820 165548 1888368 FACILITIES REVENUE 531110 116017 116017 116017 546021 546021 22788679 128207 21981040 97960 807639 30247 837886 837886 1270836 1194732 76104 76104 OTHER INCOME 900099 238943 238943 238943 3703339 431064 0 1383907 195724 20227 175497 1669782 1333272 334019 2491 78704 60389 18217 98 302146 255407 46341 398 147301 113024 34095 182 820 820 57220 8111 49109 82581 82581 60637 25712 22104 12821 39443 19895 19548 126238 29460 96778 51482 42674 8808 598517 518217 79091 1209 162758 8708 154050 SUPPLIES 214245 151094 62955 196 REPAIRS AND MAINTENANCE 165089 71530 93559 CONTRACT FEES 139878 139878 OTHER 5622 2964 2658 AGRICULTURAL SUPPLIES 3386 2331 1055 4101573 2802893 1281285 17395 1365 1365 3189747 3152591 964857 419544 366545 15975 496726 558103 195935 230130 21079755 6331053 13495327 14748702 33813229 30579923 1085604 6028091 53609335 55734424 512245 742376 123603 53551 10000 10000 645848 805927 X 50195252 53233200 2768235 1695297 52963487 54928497 53609335 55734424 X -398234 2363244 X X 0 1 1 X 1 1 X 1201086 2665095 2433851 3212063 1888368 11400463 1201086 2665095 2433851 3212063 1888368 11400463 716546 10683917 699925 766958 946252 612155 546021 3571311 103173 162766 98841 127085 238943 730808 15702582 3652812 0.68040 0.59520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48442832 1090204 3596163 1950000 51179199 40487249 1413692 8241891 1700000 48442832 56642271 -14180022 1975000 40487249 1.00000 0 0 9113873 9113873 5631469 1661249 3970220 70548 8354 62194 2665107 2417726 247381 3598758 2243724 1355034 14748702 SSG RELATIVE VALUE & EVENT DRIVEN 4706320 F PRIVATE EQUITY FUNDS 1321771 F 6028091 ENVIRONMENTAL REMEDIATION LIABILITY 10000 10000 3703339 4101573 -398234 2324261 38983 2363244 1965010 6066583 2324261 38983 2363244 3703339 0 3703339 4101573 0 4101573 0 4101573 PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CONTRIBUTION RECEIVABLE FROM LEAD TRUST 38,983. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CONTRIBUTION RECEIVABLE FROM LEAD TRUST 38,983. FORM 990, PART VI, SECTION A, LINE 2 FRANCES ARCHBOLD HUFTY-MARY PAGE HUFTY (MOTHER - DAUGHTER) MARY PAGE HUFTY-DANIEL SANTIAGO ALEGRIA (WIFE - HUSBAND) FRANCES ARCHBOLD HUFTY-SEBASTIAN DE ATUCHA (GRANDMOTHER - GRANDSON) FRANCES ARCHBOLD HUFTY-JOHN ARCHBOLD HUFTY (MOTHER - SON) FRANCES ARCHBOLD HUFTY-CARTER RANDOLPH LEIDY III (GRANDMOTHER - GRANDSON) FRANCES ARCHBOLD HUFTY-DONNA LLOYD GEORGE (GRANDMOTHER - GRANDDAUGHTER) MARY PAGE HUFTY-DYLAN ARCHBOLD HUFTY ALEGRIA (MOTHER - SON) MARY PAGE HUFTY-LOREN DANIEL HUFTY ALEGRIA (MOTHER - SON) DANIEL SANTIAGO ALEGRIA-DYLAN ARCHBOLD HUFTY ALEGRIA (FATHER - SON) DANIEL SANTIAGO ALEGRIA-LOREN DANIEL HUFTY ALEGRIA (FATHER - SON) DONNA LLOYD GEORGE-ROBERT LLOYD GEORGE (WIFE - HUSBAND) JOHN ARCHBOLD HUFTY-DONNA LLOYD GEORGE (FATHER - DAUGHTER) FRANCES ARCHBOLD HUFTY-ALEXANDER HUFTY GRISWOLD (GRANDMOTHER - GRANDSON) FRANCES ARCHBOLD HUFTY-DYLAN ARCHBOLD HUFTY ALEGRIA (GRANDMOTHER - GRANDSON) FRANCES ARCHBOLD HUFTY-LOREN DANIEL HUFTY ALEGRIA (GRANDMOTHER - GRANDSON) FORM 990, PART VI, SECTION A, LINE 6 TRUSTEES ARE ISSUED STOCK CERTIFICATES WHICH ENTITLE THEM WITH VOTING RIGHTS. NONE OF THE STOCKHOLDERS ARE ENTITLED TO RECEIVE ANY DISTRIBUTIONS OF MONIES OR OTHER PROPERTIES WITH RESPECT TO ANY OF STOCK AS A DIVIDEND, LIQUIDATION DISTRIBUTION OR OTHERWISE. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING. FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, TREASURER, CFO AND FINANCE COMMITTEE PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD AND EMPLOYEES FILL OUT A CONFLICT OF INTEREST FORM ANNUALLY. ALL FORMS ARE COLLECTED AND REVIEWED BY THE CFO FOR ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 DETAILED SALARY COMPARISONS AND BENEFITS PACKAGES FOR ALL EMPLOYEES INCLUDING THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES ARE PREPARED ANNUALLY BY HUMAN RESOURCES, WITH COMPARISONS USING INDEPENDENT DATA FROM THE AMERICAN ASSOCIATION OF UNIVERSITY PROFESSORS, AS REPORTED BY THE CHRONICLE OF HIGHER EDUCATION, THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES AND THE FLORIDA OCCUPATIONAL EMPLOYMENT AND WAGES SURVEY. THESE ARE REVIEWED ANNUALLY BY THE BOARD COMPENSATION COMMITTEE WHICH APPROVES ALL RAISES AND CHANGES IN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 2,324,261. CHANGE IN VALUE OF CONTRIBUTION RECEIVABLE FROM LEAD TRUST 38,983. TOTAL TO FORM 990, PART XI, LINE 5: 2,363,244. AUDIT REVIEW PROCESS FORM 990, PART XI, LINE 2C THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. VOLUNTEERS FORM 990, PART I, LINE 6 VOLUNTEERS HELPED WITH MANY PROGRAMS AT ARCHBOLD EXPEDITIONS. VOLUNTEERS ARE AN INDISPENSABLE PART OF THE ARCHBOLD EDUCATION PROGRAMS, THE SCRUB ECOLOGY SUMMER DAY CAMP AND THE ELEMENTARY ENVIRONMENTAL EDUCATION PROGRAM. ADULT AND TEEN VOLUNTEERS ASSIST CAMPERS AND STUDENTS WITH RESEARCH-ORIENTED ACTIVITIES, ANIMAL TRACKING AND ECOLOGY-ORIENTED GAMES. IN ADDITION, ADULT VOLUNTEERS HELP WITH THE SCRUB JAY COUNTS, RESEARCH AND LAND MANAGEMENT PROGRAMS