CHESAPEAKE BAY FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CHESAPEAKE BAY FOUNDATION INC (EIN 52-6065757)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-31
- IRS object ID
- 201120909349300602
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-31T09:08:03-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 650 NORTH | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208142930 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526065757 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHESAPEAKE BAY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHES | NameControl |
| Phone | 4102688816 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 214034503 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM C BAKER | Name |
| Title | President | Title |
| Phone | 4102688816 | Phone |
| Date Signed | 2011-03-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL A FREEDMAN CPA | Name |
| Phone | 3019519090 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | William C Baker | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 214034503 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 52951987 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.CBF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | The Chesapeake Bay Foundation's (CBF) mission is to Save the Bay. See Schedule O. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 229 | TotalNbrEmployees |
| Total Nbr Volunteers | 19107 | TotalNbrVolunteers |
| Total Gross UBI | 194774 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 112815 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18249743 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 27715053 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1389777 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1319368 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -2947363 | InvestmentIncomePriorYear |
| Investment Income Current Year | -620816 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 334886 | OtherRevenuePriorYear |
| Other Revenue Current Year | 310116 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17027043 | TotalRevenuePriorYear |
| Total Revenue Current Year | 28723721 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 456130 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9580833 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12616990 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12396876 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 136326 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 138596 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2783957 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9445699 | OtherExpensePriorYear |
| Other Expenses Current Year | 9510025 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22655145 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31626330 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -5628102 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2902609 | RevenuesLessExpensesCY |
| Total Assets BOY | 76501658 | TotalAssetsBOY |
| Total Assets EOY | 82902663 | TotalAssetsEOY |
| Total Liabilities BOY | 11949110 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17235718 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 64552548 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 65666945 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Chesapeake Bay Foundation's (CBF) mission, simply stated, is to Save the Bay.We define that as a Bay with a health index of 70 (out of 100). At 70, the Bay's waters will be clear, thanks largely to a dramatic reduction in the amount of pollution entering the system. The water will have oxygen levels sufficient to support living resources in all parts of the Bay, and it will be largely free of toxic contamination.Founded in 1967, CBF is the largest regional conservation organization dedicated solely to saving a national treasure-the Chesapeake Bay and its rivers and streams.With headquarters in Annapolis, MD; offices in MD, VA, PA & DC; and educational centers and programs across the region; CBF works throughout the 64,000 square mile Chesapeake watershed to build an informed citizenry, advance pollution reduction, and encourage enforcement of environmental law.CBF is supported by more than 200,000 members and e-subscribers and has a staff of 170 full-time employees. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5930819 | Expense |
| Grants | 477130 | Grants |
| Revenue | 1031464 | Revenue |
| Description | Environmental EducationEnvironmental EducationPrograms for Students and Teachers CBF operated 15 education centers in Pennsylvania, Maryland, Virginia, and the District of Columbia. CBF's Education Program provided outdoor, hands-on learning experiences for approximately 30,000 students and teachers in FY 2010. These experiences extended from the shores of the Chesapeake Bay to Virginia's Shenandoah Valley, from rural Pennsylvania to the Virginia Capes. CBF's world renowned environmental education program is the largest of its kind in the country. Additionally, CBF's Chesapeake Classrooms Program for educators trained 410 teachers to utilize schoolyards and natural areas to meet local educational standards and provided in-depth watershed knowledge during the 2009-2010 school year. CBF staff designed and led 28, five-day, summer immersion courses for these 410 teachers from public, private, and parochial schools across the watershed.CBF also led four leadership courses for school administrators from Virginia and Maryland. The Principals Environmental Leadership Program brings principals and CBF environmental educators together to discuss ways to further environmental education and improve academic achievement in schools. Discussions on the latest topics in environmental education and educational legislation interspersed with hands-on experiences provide principals with a real sense of what a rich resource the Chesapeake Bay can be as a context for learning environmental literacy and stewardship on their school grounds and within the local community. During FY 2010, CBF's Student Leadership Program led four extended summer courses for middle-and high-school students from across the watershed. Participants were selected based on their leadership potential and interest in environmental issues. CBF's online Student Action Network provided a forum to build upon these leadership experiences.CBF continued to lead the No Child Left Inside Coalition, a national coalition of over 1,800 business, health, youth, faith, recreational, environmental, and educational groups representing over 50 million Americans. The Coalition was formed in 2007 to ensure the federal Elementary and Secondary Education Act, when reauthorized, would promote environmental education. CBF provided further support to educators by distributing a quarterly e-newsletter, the "Watershed Voice," to over 5,000 subscribers. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18720701 | Expense |
| Grants | 9133703 | Grants |
| Revenue | 287904 | Revenue |
| Description | Environmental Protection and Restoration (EPR) Environmental Protection and Restoration (EPR)Federal LevelThis year, CBF advocated for the Congressional passage of the Chesapeake Clean Water and Ecosystem Restoration Act. The proposed Act follows up on earlier successes in Bay policy, including President Obama's Executive Order, settlement of our lawsuit against EPA, and near-finalization of work on the Bay-wide Total Maximum Daily Load (TMDL) for nitrogen, phosphorus, and sediment. The Chesapeake Clean Water and Ecosystem Restoration Act would take further steps to ensure that pollution limits are met by 2025, and authorize additional federal resources to help affected parties succeed in meeting their requirements. CBF also succeeded in drawing attention to the nitrogen, phosphorus, and sediment pollution challenges posed by runoff from federally assisted highways. Several members of the House of Representatives asked for language in the Surface Transportation Act requiring pollution limitation on federally assisted roads, and CBF testimony to the US Senate resulted in introduction of S. 3602, the Safe Treatment of Polluted Stormwater Runoff Act of 2010. State LevelPennsylvania CBF and its allies convinced the 2009 General Assembly to approve a second round of state funding for its Resource Enhancement and Protection (REAP) program. At $10 million for clean water projects, this was a significant coup in a year that saw Pennsylvania's environmental funding cut deeply across the board.CBF was also the recipient of a $14.9 million dollar award through the federal program American Recovery and Restoration Act. These funds are passed through to farmers and other partners in the Commonwealth to significantly increase pollution reduction activities, including the installation for forested buffers and the implementation of agricultural conservation practices on 44 farms in that state's portion of the Chesapeake Bay watershed. CBF will complete this major project in 2011 and include a summary in our FY 2011 report.Maryland CBF successfully advocated for a budget appropriation in the 2010 General Assembly of $22.5 million for a key Bay-restoration program that attacks stormwater and farm pollution. This significant state investment is twice the amount budgeted in the previous year. CBF also convinced the legislature to fully fund Program Open Space, the state's land conservation program. Additionally, CBF successfully advocated against major cuts in state environmental agency funding and against attempts to weaken Governor O'Malley's proposed new oyster restoration plan.VirginiaCBF strongly backs the 2010 Virginia General Assembly's deadline for implementing new, more rigorous storm water rules in Virginia. The measure calls for the state's new rules to become effective within 280 days after the U.S. Environmental Protection Agency (EPA) establishes a Chesapeake Bay pollution-reduction plan (called a Total Maximum Daily Load, or TMDL) but no later than December 1, 2011. The deadline ensures that the Commonwealth will begin more aggressively addressing storm water runoff, the only source of water pollution that has continued to increase in recent years and that must be better managed for clean water and the Bay.CBF successfully advocated for state funding in the amount of $9.1 million in each of the next two years to implement farm clean-water practices that reduce runoff. Given the state's unprecedented revenue shortfall due to the economic recession, the farm conservation funding is a real win for farming and clean water.LitigationBlue Plains Sewage Treatment PlantAfter successfully challenging the discharge permit for the District of Columbia's Blue Plains sewage plant-the single largest point source discharger of nitrogen in the Bay Watershed-a revised permit consistent with our initial objections was issued in August of 2010. The revised permit reduces the amount of nitrogen the plant can discharge by 3.8 million pounds each year-a 45 percent reduction-and provides a schedule for construction of compliance upgrades. EPA Lawsuit - Fowler v. EPAIn January 2009, CBF, along with several signatories to the Chesapeake Bay Agreements, a fishing association, and two watermen's associations, filed a complaint in federal court against the U.S. Environmental Protection Agency (EPA) for failure to comply with the Clean Water Act and the terms of the Chesapeake Bay Agreements. Settlement discussions were begun with the new Administration soon after the suit was filed. After 15 months of negotiation, the parties were able to reach an agreement and a settlement was finalized on May 11, 2010. The historic settlement agreement provides a legally binding, enforceable commitment that EPA will take specific actions under its current authority to ensure that pollution to rivers, streams, and the Chesapeake Bay is reduced sufficiently to remove the Bay from the federal "impaired waters" list. The agreement is comprehensive, and includes accountability and consequences for failure. In addition, it specifically incorporates the TMDL process, including a requirement that state implementation plans meet specific criteria and that EPA will consider a suite of consequences should the states fail to act or meet their milestones. In addition, under this agreement CBF can go back to court if the federal government fails to comply with any of the terms of the agreement. King WilliamIn 2005, CBF and others challenged the issuance of two severely flawed permits that would have allowed the proposed King William Reservoir to be built. After a five year legal battle, CBF prevailed and brought the proposed King William Reservoir to a halt- ultimately preserving over 400 acres of pristine wetlands within in the Bay's watershed. The litigation department worked closely with lawyers from the Southern Environmental Law Center and Georgetown University in drafting briefs that ultimately carried the day. Merck Permit ChallengeIn April of 2009, Virginia approved an increase in the amount of nutrients Merck's Stonewall Plant could discharge into the Shenandoah River, one of the many already impaired tributaries of the Chesapeake Bay. The pharmaceutical manufacturer was permitted to discharge an additional 14,619 pounds of nitrogen and 1,096 additional pounds of phosphorous from its wastewater-treatment facility each year into the river. CBF is challenging this decision in state court. Pennsylvania Marcellus Shale ProjectIn 2009 Pennsylvania's Department of Environmental Protection (DEP) eliminated local conservation districts from the review process of certain types of permits related to the natural gas industry. Conservation districts are traditionally experts in erosion control and stream protection and their expertise in this area is invaluable to the protection of the environment. CBF's concerns with the new expedited process were immediate. Late that summer, and in response to permits issued to several natural gas companies under the new permitting process, CBF filed three appeals with the Pennsylvania Environmental Hearing Board challenging several erosion and sediment control permits. As a result of CBF's legal challenges, DEP revoked the permits and sought action against the companies that drafted the applications. Settlement negotiations between the parties were begun shortly thereafter and are continuing. Dobbins IslandFive years ago, CBF chose to get involved in several local cases concerning the development of property located in Maryland's critical area. One particular case centered on the development of an island in the Magothy River known as Dobbins Island. The proposed development was not in line with critical area law. This case is ongoing.Sparrows PointIn May 2009, CBF and others sent a notice of intent to sue to past and present owners of the Sparrows Point steel facility, as well as the state and federal agencies charged with oversight of the property, based upon decades of unchecked hazardous waste pollution. After a year's worth of efforts failed to resolve the claims in the intent to sue letter, CBF and several members filed a lawsuit in federal court against present owner Severstal and former owner Arcelor Mittal. The lawsuit asks the court to order the owners to fully investigate offsite contamination, take emergency measures to more fully prevent pollution leaving the facility, and to remove and remediate off-site contamination, among other measures.CBF members live around and recreate in the waters surrounding the steel mill property, and determining whether or not a threat to human health and water quality exists is vitally important.Please see page 56 for the continuation of this program description. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2459458 | Expense |
| Description | Communications CommunicationsIn FY 2010, CBF Communications partnered with CBF's other program departments to generate extensive media coverage, paid print and radio advertising, print and online publications, and direct outreach to targeted audiences. CBF's message and goals extended throughout the six-state Bay watershed and beyond. In FY 2010, CBF was quoted or named in 1,422 television, radio, and newspaper stories. PublicationsIn FY 2010, CBF researched, wrote, and released two major investigative reports. Bad Water: The Impact on Human Health in the Chesapeake Bay Region, was released in July 2009, and On the Brink: Chesapeake's Native Oysters, What it Will Take to Bring them Back, which was released in June 2010. Other FY 2010 publications included the members' magazine, CBF's 2009 Annual Report, the CBF Volunteer Annual Report, brochures, and informational materials. Electronic CommunicationsIn FY 2010, CBF's website compelled 7,812 people to send 16,977 advocacy messages to government leaders. In the same time period CBF's website, cbf.org, had more than 400,000 unique visitors. CBF's monthly electronic newsletters were distributed to more than 90,000 members in the Chesapeake watershed and beyond. Using social media, CBF spread its messages through CBF's Facebook page (whose fans doubled to nearly 12,000 in FY 2010 and became the top referring site to cbf.org) and Twitter. Bay Daily (cbf.org/baydaily), CBF's blog about environmental news and opinions in the Chesapeake Bay region, had more than 300 subscribers in FY 2010.Volunteers and Outreach CBF continued its outreach to targeted audiences, including Gardeners for the Bay, Cyclists for the Bay, Boaters for the Bay, and Oyster gardeners. In fact, 19,107 volunteers worked over 74,000 hours, which The Independent Sector values at $1,483,603 (an unaudited number).CBF continued to demonstrate its commitment to energy efficiency and sustainability at its 10-year-old Philip Merrill Environmental Center, acknowledged as one of the greenest office buildings in the world. CBF led educational tours of its Annapolis headquarters for hundreds of visitors, including architects and other construction professionals. The tours demonstrate how the facility works and teaches how to build and live sustainability. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 27110978 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 1 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 121 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 229 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| 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 |
| Form1098 C Filed | 1 | Form1098CFiled |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | 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 | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAY R NANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4102688816 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 HERNDON AVENUE | AddressLine1 |
| City | ANNAPOLIS | City |
| State | MD | State |
| ZIP Code | 214034503 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 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 |
|---|---|---|---|---|---|---|---|---|
| D Keith Campbell | ||||||||
| Chairman | 1.00 | X | X | 0 | 0 | 0 | ||
| James E Rogers | ||||||||
| Vice Chairman | 1.00 | X | X | 0 | 0 | 0 | ||
| Susan S Phillips | ||||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 | ||
| Alan L Wurtzel | ||||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 | ||
| Alan R Griffith | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Alexis G Sant | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Amanda Deaver | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Ann Fritz Hackett | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Anthony A Williams | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Byron F Marchant | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Carolyn Groobey | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Charles W Moorman IV | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Donald F Boesch | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Eugene Taylor Sutton | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| G Waddy Garrett | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| H Turney McKnight | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jane P Batten | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jennifer Stanley | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| John T Casteen III | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Marie W Ridder | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Matthew J Klein | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Michael J Hanley | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Peter L Woike | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Richard L Franyo | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robert A Kinsley | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Simon Sidamon-Eristoff | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Truman T Semans | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| W Russell G Byers Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| W Tayloe Murphy Jr | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Adrian M Fenty | ||||||||
| EX-officio trustee | 1.00 | X | 0 | 0 | 0 | |||
| Edward G Rendell | ||||||||
| EX-officio trustee | 1.00 | X | 0 | 0 | 0 | |||
| Joanne S Berkley | ||||||||
| EX-officio trustee | 1.00 | X | 0 | 0 | 0 | |||
| Martin J O'Malley | ||||||||
| EX-officio trustee | 1.00 | X | 0 | 0 | 0 | |||
| Robert F McDonnell | ||||||||
| EX-officio trustee | 1.00 | X | 0 | 0 | 0 | |||
| William C Baker | ||||||||
| President | 40.00 | X | X | 169402 | 0 | 25183 | ||
| Mary Tod Winchester | ||||||||
| Assist. Secretary | 40.00 | X | 115204 | 0 | 25371 | |||
| Fay R Nance | ||||||||
| Assist. Treasurer | 40.00 | X | 145560 | 0 | 12585 | |||
| Charles D Foster | ||||||||
| Assist. Treasurer | 40.00 | X | 96436 | 0 | 19407 | |||
| Edward Allenby | ||||||||
| V.P.- Development | 40.00 | 182090 | 0 | 16884 | X | |||
| Deborah L Boyd | ||||||||
| Dir. Human Resources | 40.00 | 105361 | 0 | 4838 | X | |||
| Donald Baugh | ||||||||
| V.P.- Education | 40.00 | 120095 | 0 | 25429 | X | |||
| Elizabeth Buckman | ||||||||
| V.P.- Communications | 40.00 | 123114 | 0 | 17020 | X | |||
| Jon A Mueller | ||||||||
| V.P. - Litigation | 40.00 | 139384 | 0 | 21756 | X | |||
| Roy A Hoagland | ||||||||
| V.P.- Env. Protection & Restoration | 40.00 | 141797 | 0 | 20567 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1338443 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 189040 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| The Production Advantage Inc | |||||
| 13873 Park Center Rd | Oak Hill | VA | 20171 | Mass Production Printing | 661816 |
| Citizens Campaign Inc | |||||
| 23885 Denton St Suite B | Clinton Township | MI | 48036 | Public Outreach And Advocacy | 633614 |
| Whitmore Print & Imaging | |||||
| 1982 Moreland Parkway | Annapolis | MD | 21401 | Mass Production Printing | 304963 |
| Carol Enters List Co Inc | |||||
| PO Box 2409 | Fairfax | VA | 22031 | List Management & Brokerage | 239775 |
| Terra-Gro Inc | |||||
| 350 Nottingham Rd | Nottingham | PA | 19362 | Agriculture Consulting | 237120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Federated Campaigns | 442578 | FederatedCampaigns |
| Fundraising Events | 247878 | FundraisingEvents |
| Government Grants | 11929202 | GovernmentGrants |
| All Other Contributions | 15095395 | AllOtherContributions |
| Noncash Contributions | 976458 | NoncashContributions |
| Total Contributions | 27715053 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Tuition and Education | 900099 | 1031464 | 1031464 |
| Farm Income | 900099 | 190304 | 190304 |
| Contract Income | 900099 | 85276 | 85276 |
| Workshop Income | 900099 | 6415 | 6415 |
| Tour Income | 900099 | 2490 | 2490 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3419 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3419 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1319368 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 426336 | TotalRevenueColumn |
| Unrelated Business Revenue | 2295 | UnrelatedBusinessRevenue |
| Exclusion | $424,041 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53018 | TotalRevenueColumn |
| Exclusion | $53,018 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 362013 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 362013 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 362013 | TotalRevenueColumn |
| Unrelated Business Revenue | 192479 | UnrelatedBusinessRevenue |
| Exclusion | $169,534 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 22994464 | Securities |
| Other | 9500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24051116 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -1056652 | Securities |
| Other | 9500 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1047152 | TotalRevenueColumn |
| Exclusion | -$1,047,152 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 72235 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 247878 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 177150 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -104915 | TotalRevenueColumn |
| Exclusion | -$104,915 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28723721 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1319368 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 194774 | UnrelatedBusinessRevenue |
| Exclusion | -$505,474 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9460617 | Total |
| Program Services | 9460617 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120216 | Total |
| Program Services | 120216 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1364227 | Total |
| Program Services | 580910 | ProgramServices |
| Management And General | 591186 | ManagementAndGeneral |
| Fundraising | 192131 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7787605 | Total |
| Program Services | 6065612 | ProgramServices |
| Management And General | 815767 | ManagementAndGeneral |
| Fundraising | 906226 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311679 | Total |
| Program Services | 239243 | ProgramServices |
| Management And General | 34249 | ManagementAndGeneral |
| Fundraising | 38187 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2288120 | Total |
| Program Services | 1670807 | ProgramServices |
| Management And General | 336225 | ManagementAndGeneral |
| Fundraising | 281088 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 645245 | Total |
| Program Services | 476544 | ProgramServices |
| Management And General | 87088 | ManagementAndGeneral |
| Fundraising | 81613 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125550 | Total |
| Program Services | 90564 | ProgramServices |
| Management And General | 20992 | ManagementAndGeneral |
| Fundraising | 13994 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145088 | Total |
| Management And General | 145088 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131106 | Total |
| Program Services | 131106 | ProgramServices |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138596 | Total |
| Fundraising | 138596 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86680 | Total |
| Management And General | 86680 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2514749 | Total |
| Program Services | 2400465 | ProgramServices |
| Management And General | 69799 | ManagementAndGeneral |
| Fundraising | 44485 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116680 | Total |
| Program Services | 102619 | ProgramServices |
| Fundraising | 14061 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2703784 | Total |
| Program Services | 2044242 | ProgramServices |
| Management And General | 67342 | ManagementAndGeneral |
| Fundraising | 592200 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 327838 | Total |
| Program Services | 200786 | ProgramServices |
| Management And General | 101601 | ManagementAndGeneral |
| Fundraising | 25451 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230318 | Total |
| Program Services | 152521 | ProgramServices |
| Fundraising | 77797 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 340029 | Total |
| Program Services | 312562 | ProgramServices |
| Management And General | 20434 | ManagementAndGeneral |
| Fundraising | 7033 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353612 | Total |
| Program Services | 315425 | ProgramServices |
| Management And General | 17949 | ManagementAndGeneral |
| Fundraising | 20238 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179810 | Total |
| Program Services | 99367 | ProgramServices |
| Management And General | 64430 | ManagementAndGeneral |
| Fundraising | 16013 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437150 | Total |
| Program Services | 282652 | ProgramServices |
| Management And General | 106043 | ManagementAndGeneral |
| Fundraising | 48455 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 881396 | Total |
| Program Services | 775900 | ProgramServices |
| Management And General | 53595 | ManagementAndGeneral |
| Fundraising | 51901 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296650 | Total |
| Program Services | 252334 | ProgramServices |
| Management And General | 26251 | ManagementAndGeneral |
| Fundraising | 18065 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Repairs & Maintenance | 294463 | 251735 | 37433 | 5295 |
| Miscellaneous | 242186 | 158035 | 27837 | 56314 |
| Outside services | 66936 | 33302 | 14543 | 19091 |
| Federal taxes | 36000 | 36000 | ||
| Allocation of G&A | 0 | 893414 | -1029137 | 135723 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31626330 | Total |
| Program Services | 27110978 | ProgramServices |
| Management And General | 1731395 | ManagementAndGeneral |
| Fundraising | 2783957 | Fundraising |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | X | JointCosts |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2232286 | Total |
| Program Services | 1419972 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 812314 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12134 | BOY |
| EOY | 11236 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13046597 | BOY |
| EOY | 9037027 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9934186 | BOY |
| EOY | 7482323 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 599313 | BOY |
| EOY | 6270573 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103000 | BOY |
| EOY | 103000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 287441 | BOY |
| EOY | 428668 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 32889169 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12282039 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20995963 | BOY |
| EOY | 20607130 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17272129 | BOY |
| EOY | 21281269 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14172304 | BOY |
| EOY | 17608266 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78591 | BOY |
| EOY | 73171 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76501658 | BOY |
| EOY | 82902663 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1632096 | BOY |
| EOY | 7187758 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187950 | BOY |
| EOY | 116027 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7795000 | BOY |
| EOY | 7420000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 685125 | BOY |
| EOY | 648143 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1648939 | BOY |
| EOY | 1863790 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11949110 | BOY |
| EOY | 17235718 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16338669 | BOY |
| EOY | 18827993 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9572616 | BOY |
| EOY | 8166272 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38641263 | BOY |
| EOY | 38672680 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64552548 | BOY |
| EOY | 65666945 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76501658 | BOY |
| EOY | 82902663 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 | 23969086 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26057553 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17300141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18249743 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27715053 | CurrentTaxYear |
| Total | 113291576 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23969086 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 26057553 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17300141 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18249743 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27715053 | CurrentTaxYear |
| Total | 113291576 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6346843 | AmountsSubstContributorsTotal |
| Public Support Total170 | 106944733 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 845453 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1229071 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2558678 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 960505 | CurrentTaxYearMinus1Year |
| Current Tax Year | 646593 | CurrentTaxYear |
| Total | 6240300 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63084 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33071 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12161 | CurrentTaxYearMinus2Years |
| Total | 108316 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 119640192 | TotalSupport |
| Gross Receipts From Admissions Etc | 7097376 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89390 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77270 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 220533 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 285196 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 505729 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 31120601 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 31626330 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 492540 | CurrentYearMinus3 |
| Current Year Minus2 | 641067 | CurrentYearMinus2 |
| Current Year Minus1 | 282314 | CurrentYearMinus1 |
| Current Year | 505729 | CurrentYear |
| Total | 1921650 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 198680 | CurrentYearMinus3 |
| Current Year Minus2 | 176104 | CurrentYearMinus2 |
| Current Year Minus1 | 56257 | CurrentYearMinus1 |
| Current Year | 220533 | CurrentYear |
| Total | 651574 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Protection Of Natural Habitat | X | ProtectionOfNaturalHabitat |
| Preservation Of Open Space | X | PreservationOfOpenSpace |
| Total Number Of Easements | 45 | TotalNumberOfEasements |
| Total Acreage | 7417.00 | TotalAcreage |
| Nmbr Easements Modified | 0 | NmbrEasementsModified |
| Nmbr States In Which Easements Held | 2 | NmbrStatesInWhichEasementsHeld |
| Written Policy Monitoring | 1 | WrittenPolicyMonitoring |
| Staff Hours Spent On Enforcement | 14.00 | StaffHoursSpentOnEnforcement |
| Expenses Incurred For Enforcement | 1126 | ExpensesIncurredForEnforcement |
| Sect170h Requirements Satisfied | 1 | Sect170hRequirementsSatisfied |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39486412 | BeginningOfYearBalance |
| Contributions | 376609 | Contributions |
| Investment Earnings Or Losses | 701687 | InvestmentEarningsOrLosses |
| Other Expenditures | 662381 | OtherExpenditures |
| End Of Year Balance | 39902327 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 42593814 | BeginningOfYearBalance |
| Contributions | 358266 | Contributions |
| Investment Earnings Or Losses | -1925967 | InvestmentEarningsOrLosses |
| Other Expenditures | -1539701 | OtherExpenditures |
| End Of Year Balance | 39486412 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.14380 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.76780 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08840 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10315411 | OtherCostOrOtherBasis |
| Book Value | 10315411 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15097564 | OtherCostOrOtherBasis |
| Depreciation | 6961829 | Depreciation |
| Book Value | 8135735 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7476194 | OtherCostOrOtherBasis |
| Depreciation | 5320210 | Depreciation |
| Book Value | 2155984 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20607130 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Partnerships/Alternative Investments | 14683916 | F |
| Beneficial Interest in Perpetual Trust | 2924350 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 17608266 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Split Interest Agreement | $878,034 |
| Interest Rate Swap Obligation | $985,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1863790 | TotalOfAmounts |
| Total Revenue | 28723721 | TotalRevenue |
| Total Expenses | 31626330 | TotalExpenses |
| Excess Or Deficit For Year | -2902609 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4305501 | NetUnrealizedGLOnInvestments |
| Other | -$288,495 | OtherAmount |
| Total Adjustments | 4017006 | TotalAdjustments |
| Excess Or Deficit Per FS | 1114397 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 33164828 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4305501 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 333631 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -86845 | OtherRevenues |
| Revenue Not Rptd F990 | 4552287 | RevenueNotRptdF990 |
| Revenue Subtotal | 28612541 | RevenueSubtotal |
| Investment Expenses Not Included | 86680 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 24500 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 111180 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 28723721 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32050431 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 333631 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 177150 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 510781 | ExpensesNotRptdF990 |
| Expenses Subtotal | 31539650 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 86680 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 86680 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 31626330 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part II, Line 9: | Description of How Organization Reports Conservation Easements: | A monetary value has not been placed on conservation easements; therefore, they are not included in financial statements. |
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | Endowment funds are used for donor restricted projects as well as to fund unrestricted activities. Donor restricted endowments are used for education in general, field education, farm operations, support and maintenance of facilities and boats, and restoration projects. It is the policy of the Foundation to spend 5% of a twelve quarter trailing average of the sum of accumulated investments. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | In June 2006, the Financial Accounting Standards Board (FASB) released FASB ASC 740-10, Income Taxes, that provides guidance for reporting uncertainty in income taxes. For the years ended June 30, 2010 and 2009, the Foundation has documented its consideration of FASB ASC 740-10 and determined that no material uncertain tax positions qualify for either recognition or disclosure in the financial statements. |
| Part XI, Line 8 - Other Adjustments: | Interest Rate Swap $(263,995). Partnership revenue not included in the financial statements but included in revenue for unrelated business tax calculation $(24,500). | |
| Part XII, Line 2d - Other Adjustments: | Change in Value of Swap Arrangement $(263,995). Special Event Expenses $177,150. | |
| Part XII, Line 4b - Other Adjustments: | Partnership revenue not included in the financial statements but included in revenue for unrelated business tax calculation $24,500. | |
| Part XIII, Line 2d - Other Adjustments: | Special Event Expenses $177,150. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| 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 (4 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| Kassmark Inc | ||||
| Direct Mail Member Acq. Consulting | 0 | 612614 | 14150 | 598464 |
| Charity Dynamics Inc | ||||
| Online Consulting | 0 | 457126 | 14400 | 442726 |
| Citizens Campaign Inc | ||||
| Public Outreach | 1 | 446672 | 75153 | 371519 |
| Share Group Inc | ||||
| Telemarketing Services | 0 | 219901 | 34893 | 185008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1736313 | TotalGrossReceipts |
| Total Retained By Contractors | 138596 | TotalRetainedByContractors |
| Total Net To Organization | 1597717 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | KY | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BandInSand | NameOfEvent1 |
| Gross Receipts Event1 | 143896 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 109271 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 34625 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7083 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 21458 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2400 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 34427 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF | NameOfEvent2 |
| Gross Receipts Event2 | 176217 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 138607 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 37610 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 24687 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 29049 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 600 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 57446 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 320113 | GrossReceiptsTotal |
| Charitable Contributions Total | 247878 | CharitableContributionsTotal |
| Gross Revenue Total Events | 72235 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 31770 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 50507 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 3000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 91873 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 177150 | DirectExpenseSummaryEvents |
| Net Income Summary | -104915 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|
| Chester County Conservation District | |||||||
| 688 Unionville Rd Suite 200 | Kennett Square | PA | 19348 | 231703039 | 15000 | Implement Agricultural Best Management Practices | |
| Dann Marine Towing LC | |||||||
| 299 Boatyard Rd | Chesapeake City | MD | 21915 | 521900224 | 326914 | Clean Diesel Marine Engines | |
| Elizabeth River Project | |||||||
| 475 Water Street STE 103 | Portsmouth | VA | 23704 | 541663058 | 17091 | Watershed Restoration and Conservation Activities | 501(c)(3) |
| Environmental Defense Fund | |||||||
| 1875 Conneticut Ave NW STE 600 | Washington | DC | 20009 | 116107128 | 320000 | Implement Agricultural Best Management Practices | 501(c)(3) |
| Forest Trends Association | |||||||
| 1050 Potomac ST NW | Washington | DC | 20007 | 522135531 | 130000 | Nutrient Neutral Strategic Planning & Development | 501(c)(3) |
| Lancaster County Conservation District | |||||||
| 1383 Arcadia Road Rm 200 | Lancaster | PA | 17601 | 231666539 | 15000 | Implement Agricultural Best Management Practices | |
| Red Barn Inc | |||||||
| 1383 Arcadia Rd STE 001 | Lancaster | PA | 17601 | 412024936 | 3063895 | Implement Agricultural Best Management Practices | |
| Susquehanna County Conservation District | |||||||
| 31 Public Ave | Montrose | PA | 18801 | 246019940 | 124095 | Implement Agricultural Best Management Practices | |
| Team Ag Inc | |||||||
| 120 Lake St | Ephrata | PA | 17522 | 233102803 | 5370020 | Implement Agricultural Best Management Practices | |
| Terra-Gro Inc | |||||||
| 350 Notttingham Rd | Nottingham | PA | 19362 | 233091567 | 24614 | Implement Agricultural Best Management Practices | |
| World Resources Institute Inc | |||||||
| 10 G ST NE STE 800 | washington | DC | 20002 | 521257057 | 38750 | Nutrient Neutral Strategic Planning & Development | 501(c)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 4 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Cost-share of clean diesel marine engines | TypeOfGrant |
| Number Of Recipients | 4 | NumberOfRecipients |
| Amount Of Cash Grant | 120216 | AmountOfCashGrant |
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: Grant agreements require detailed project reports that are reviewed by departmental Financial Managers before payments are made. Program Managers will also review and approve the Grantee's Project Performance according to the details of the grant. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (5 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| William C Baker | |||||||||||||
| 169402 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 25183 | 0 | 194585 | 0 | 0 | 0 |
| Fay R Nance | |||||||||||||
| 145560 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 12585 | 0 | 158145 | 0 | 0 | 0 |
| Edward Allenby | |||||||||||||
| 182090 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 16884 | 0 | 198974 | 0 | 0 | 0 |
| Jon A Mueller | |||||||||||||
| 139384 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 21756 | 0 | 161140 | 0 | 0 | 0 |
| Roy A Hoagland | |||||||||||||
| 141797 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 20567 | 0 | 162364 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | The residence provided to the key employee was negotiated in the employment contract - and was a condition of the employee accepting employment. The full value of housing costs is included as taxable wages to the employee and is taxed accordingly. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Winslow Green Growth Fund | |||
| Board of Trustees | 1063077 | Trustee William C. Baker is a compensated CEO and member of CBF's Board of Trustees. D. Keith Campbell (Chairman of CBF's Board of Trustees) and Truman T. Semans (Chairman of Investment Committee) are non-compensated members of the CBF's Board of Trustees. Joseph R. Hardiman is a non-compensated member of CBF's Investment Committee. All listed serve on the Board of Directors for Brown Advisory. Brown Advisory serves as the parent company and investment advisor of the Winslow Management Company, LLC, which serves as the investment manager of the Winslow Green Growth Fund. CBF currently invests funds through the Winslow Management Company on terms and conditions identical to those available to other clients of the Winslow Management Company, LLC, which serves as the investment manager of the Winslow Green Growth Fund.The Amount reflected in Column C is the total amount of assets held with the investment company. | 0 |
| JMI Equity Fund IV LP | |||
| Board of Trustees | 247487 | Trustee William C. Baker is a compensated CEO and member of CBF's Board of Trustees. D. Keith Campbell (Chairman of CBF's Board of Trustees) and Truman T. Semans (Chairman of Invest. Committee) are non-compensated trustees of CBF's board. All serve on the B.O.D. for Brown Advisory, which serves as the investment manager for the JMI Equity Fund IV, L.P. Joseph R. Hardiman, a non-compensated member of CBF's Invest. Committee, also serves on the Board of Directors for Brown Advisory, which serves as the investment manager for the JMI Equity Fund IV,L.P.CBF invests funds through Brown Advisory on terms and conditions identical to those available to other clients of Brown Advisory. The amount reflected in Column C is the total amount of assets held with the company. | 0 |
| Accel VIII LP | |||
| Board of Trustees | 47602 | Trustee William C. Baker is a compensated CEO and member of CBF's Board of Trustees. D. Keith Campbell (Chairman of CBF's Board of Trustees) and Truman T. Semans (Chairman of Invest. Committee) are non-compensated memebers of CBF's Board of Trustees. All listed serve on the B.O.D for Brown Advisory, which serves as the investment manager for the Accel VIII,L.P. Joseph R. Hardiman, a non-compensated member of CBF's Invest. Committee, also serves on the Board of Directors for Brown Advisory, which serves as the investment manager for Accel VIII, L.P. CBF currently invests funds through Brown Advisory on terms and conditions identical to those available to other clients of Brown Advisory. The amount reflected in Column C is the total amount of assets held with the investment company. | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 12171 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable Sales | MethodOfDeterminingRevenues |
Boats And Planes BoatsAndPlanes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10650 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Blue Book Value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 97 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 862316 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Stock @ Donation | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable sales | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1621 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Comparable sales | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Auction Items | 58 | 26510 | Auction Price |
| X | Other Items | 15 | 56190 | Sale Price |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | Licensed boat brokers were used to sell donated boats that were not used for operations. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | An independent audit firm is engaged to conduct the financial statements' audit and to assist in preparing the Form 990. The Chief Financial Officer and Finance staff directly participate in preparing the form, drafting responses to questions and reviewing the Form 990 in draft. The Chief Financial Officer then reviews it with the President and Chairman of the Audit and Finance Committee. The 990 is provided to the Audit and Finance Committee, comprised of Board of Trustee members, for their review and comments, after which it is sent to the full Board before being electronically filed with the IRS. | |
| Form 990, Part VI, Section B, line 12c | Each Trustee, officer, key employee and employees in positions to obligate CBF are required to review a copy of the conflict of interest policy annually and complete a disclosure form identifying any relationship positions or circumstances in which he or she believes could contribute to a conflict. The conflict of interest disclosure form is completed, signed and returned to the Chief Financial Officer who notifies the Chairman of the Audit and Finance Committee and the General Counsel of any concerns. This process is also covered in orientation sessions held for new Trustees as well as for new employees. If items arise during Board meetings that are conflicts of interest, the board member having possible conflicts of interest cannot vote or participate in Board or Committee deliberations on the subject or be counted toward meeting a quorum. They may answer questions. | |
| Form 990, Part VI, Section B, line 15 | During the annual budget approval meeting of the Audit and Finance Committee of the Board of Trustees, the Committee reviews and approves the salary and any proposed pay increase for the President. Compensation related decisions are documented within the minutes. Generally, compensation for all staff is independently reviewed and determined annually based on performance evaluation, and analysis of comparable data obtained from industry resources and peer organizations. An overall increase pool, based on market data, is approved by the Committee for use in the process. In addition, the President, Chief of Staff and Director of Human Resources review and approve all staff alignment to ensure consistency and continuity of various positions within the appropriate pay grades and ranges. | |
| Form 990, Part VI, Section C, line 19 | CBF's governing documents and conflict of interest policy are available to the public upon request using contact information on the website. Audited financial statements, the Form 990, and the Annual Report can be found on CBF's website. Audited financial statements and the Form 990 are also filed with state charitable solicitation registrations, and are also available through not-for-profit internet portals such as Guidestar and Charity Navigator. | |
| Form 990, Part III, Line 4a | Restoration In FY 2010, CBF's Oyster Restoration Centers in Virginia and Maryland produced 36 million spat-on-shell oysters and transplanted them to restoration reefs in the Piankatank, Lafayette, Patuxent, Choptank, and Severn rivers. Partners in these efforts included the National Oceanic and Atmospheric Administration, the Virginia Marine Resources Commission, the Virginia Institute of Marine Science, the Maryland Oyster Recovery Partnership, the Maryland Department of Natural Resources, the University of Maryland Horn Point Laboratory, and The Nature Conservancy. This number of spat-on-shell represents a 70 percent increase from FY 2009's spat-on-shell production. As the centers continue to develop their setting procedures, we expect the numbers to continue growing. In an effort to build live, three-dimensional "microtopography" on restoration reefs, the Oyster Restoration Centers produced 400 concrete reef balls with the help of crews of volunteers. Center staff and volunteers set these reef balls with spat and planted them on reef sites in the Lafayette, Piankatank, and Choptank rivers. FY 2010 marked the first year of reef ball construction at the Virginia Center. Both operations continue to improve their reef ball processes, so we expect these numbers to grow too. Both of CBF's Oyster Restoration Centers also continued distributing spat-on-shell to volunteer growers. Between the two states, about 250 volunteers participated. In the fall of 2009, they picked up 500,000 spat-on-shell for growing in wire cages at local docks. In June 2010, they turned in 200,000 ten-month-old oysters, ranging from 1 inch to 2.5 inches, for transplantation onto restoration reefs. Forested buffers have proven extremely effective in filtering pollutants before they contaminate the water and encouraging natural in-stream processes that further reduce pollution. Across the states of Pennsylvania, Maryland, and Virginia, CBF joined with farmers, watershed associations, volunteers, and others to restore more than 208 acres of wetlands and plant over 65 miles of streamside wooded buffers. Much of the cost-share funding came from the USDA's Conservation Reserve Enhancement program, augmented by state and private contributions. Meanwhile, restoration programs in Maryland and Virginia used 3,300 hours of volunteer assistance to plant 6,875 trees and restore 128.8 acres of upland habitat. In FY 2010, CBF expanded its successful VoiCeS (Volunteers as Chesapeake Stewards Program), which combines in-depth seminars on the Bay with a 40-hour commitment to community service projects. Programs for 46 volunteers in Annapolis and Easton continued, while CBF again offered a class for 25 in Virginia's Hampton Roads, concentrating especially on issues facing Norfolk's Lafayette River. | Continuation from page 50 |
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