1 OMB No Form 99 Return of Organization Exempt From Income Tax Under section 51(c), 527, or 4947(a)(1) of the Internal R...
Form
990 ▶
Open to Public Inspection
The organization may have to use a copy of this return to satisfy state reporting requirements.
A
For the 2012 calendar year, or tax year beginning
B
Check if applicable: C Name of organization NATURE CONSERVANCY
, 2012, and ending
07/01
, 20 13
06/30
D Employer identification number
53-0242652
Address change
Doing Business As
Name change
Number and street (or P.O. box if mail is not delivered to street address)
E Telephone number
Room/suite
4245 North Fairfax Drive
Initial return
703-841-5300
City, town or post office, state, and ZIP code
Terminated
Arlington, VA 22203-1606
Amended return
G Gross receipts $
Mark Tercek 4245 North Fairfax Drive, Arlington, VA 22203
Application pending F Name and address of principal officer: I
Tax-exempt status:
J K
Website:
✔
501(c)(3)
) ◀ (insert no.)
501(c) (
✔
Corporation
4947(a)(1) or
527
H(c) Group exemption number Trust
Association
Other
1951
L Year of formation:
▶
✔
No No
▶
M State of legal domicile:
DC
Summary Briefly describe the organization’s mission or most significant activities:
The mission of The Nature Conservancy is to
conserve the lands and waters on which all life depends.
Activities & Governance Revenue Expenses
Yes
H(b) Are all affiliates included? Yes If “No,” attach a list. (see instructions)
2 3 4 5 6 7a b
Check this box ▶ if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . 21 Number of independent voting members of the governing body (Part VI, line 1b) . . . . 4 20 Total number of individuals employed in calendar year 2012 (Part V, line 2a) . . . . . 5 3,712 Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . 6 16,000 Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . 7a 632,312 Net unrelated business taxable income from Form 990-T, line 34 . . . . . . . . . 7b -31,641 Prior Year
Net Assets or Fund Balances
2,065,453,305
H(a) Is this a group return for affiliates?
www.nature.org
▶
Form of organization:
1
2012
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)
Department of the Treasury Internal Revenue Service
Part I
OMB No. 1545-0047
Return of Organization Exempt From Income Tax
8 9 10 11 12 13 14 15 16a b 17 18 19
Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . Program service revenue (Part VIII, line 2g) . . . . . . . . . . . Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) Grants and similar amounts paid (Part IX, column (A), lines 1–3) . . . . . Benefits paid to or for members (Part IX, column (A), line 4) . . . . . . Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . Total fundraising expenses (Part IX, column (D), line 25) ▶ 87,884,038 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) . . . . . Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) . Revenue less expenses. Subtract line 18 from line 12 . . . . . . . .
Current Year
685,668,095 151,038,082 98,797,014 13,629,115 949,132,306 74,417,283 0 285,256,034 8,663,013
610,766,647 183,578,557 54,258,421 10,530,218 859,133,843 44,863,350 0 298,380,218 7,924,739
388,070,484 756,406,814 192,725,492
401,048,657 752,216,964 106,916,879 End of Year
Beginning of Current Year
20 21 22
Total assets (Part X, line 16) . . . . . . . . . . Total liabilities (Part X, line 26) . . . . . . . . . . Net assets or fund balances. Subtract line 21 from line 20
Part II
. . .
. . .
. . .
. . .
. . .
. . .
6,006,480,347 785,374,442 5,221,105,905
Signature Block
6,168,924,112 762,252,116 5,406,671,996
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
▲▲
Sign Here
Paid Preparer Use Only
Date
Signature of officer
Hank Hall, Director of Tax Services Type or print name and title
Print/Type preparer’s name
Preparer's signature
Date
Check if self-employed
Firm’s name
▶
Firm's EIN
Firm's address
▶
Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) . For Paperwork Reduction Act Notice, see the separate instructions.
.
.
.
.
.
Cat. No. 11282Y
.
.
.
PTIN
▶
.
.
.
Yes
No
Form 990 (2012)
Page 2
Form 990 (2012)
Part III 1
Statement of Program Service Accomplishments Check if Schedule O contains a response to any question in this Part III . . . . . . . . . . . . . .
✔
Briefly describe the organization’s mission: The mission of The Nature Conservancy is to conserve the lands and waters on which all life depends.
2
3
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
✔
If “Yes,” describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
✔
No
4
No If “Yes,” describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a
(Code:
) (Expenses $ 542,168,978 including grants of $ 44,863,350 ) (Revenue $ 800,223,367 ) General update on program service accomplishments and sampling of our accomplishments over the past year: Forty-Mile River Corridor: The Conservancy purchased a 6,277-acre tract of land along the Altamaha River in Georgia. The area features an extensive floodplain forest and adjoins more than 106,000 acres of land that is already protected, filling a gap in a more than 40-mile-long corridor that secures habitat along the river. China's First Land Trust Reserve: The Conservancy has launched China's first land trust reserve, which will serve as a prototype for a new land protection model in the country. Located in a former Sichuan Province logging concession, Laohegou is home to some of the most abundant wildlife in China, including giant pandas, golden monkeys, takins and Asian golden cats. Montana Migration Path: The Conservancy placed a 2,013-acre conservation easem*nt on the Steel Creek Ranch in Montana's Big Hole Valley. The ranch preserves a last, critical pathway for movement of pronghorn between their winter and summer ranges and supports numerous other species, including moose, elk and wolves. Aboriginal Protected Areas Expand: Indigenous groups in Australia have established four new Indigenous Protected Areas, growing the natural reserve system by more than 20 million acres. The Conservancy has invested nearly AUD $1 million through (Continued on Schedule O, Statement 1)
4b (Code:
) (Expenses $
including grants of $
) (Revenue $
)
4c
) (Expenses $
including grants of $
) (Revenue $
)
(Code:
4d Other program services (Describe in Schedule O.) (Expenses $ 0 including grants of $ 4e Total program service expenses ▶ 542,168,978
0 ) (Revenue $
0 ) Form 990 (2012)
Page 3
Form 990 (2012)
Part IV
Checklist of Required Schedules Yes
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 3
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? . . . Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II . . . . . . . . . . .
4 5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive or hold a conservation easem*nt, including easem*nts to preserve open space, the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II . . . Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . .
7 8
Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV . . . . . . . . . . . . . .
9
10 11 a b c d
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part V . . If the organization’s answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If “Yes,” complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII . . . . . . . . Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII . . . . . . . . Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX . . . . . . . . . . . . . .
e Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X . 12 a Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI and XII
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
.
b Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional . . . . . . . 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . 14 a Did the organization maintain an office, employees, or agents outside of the United States? . . . . . b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV . . . . . 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV . . 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV . . . . 17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions) . . . . . 18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II . . . . . . . . . . . . . . . 19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . 20 a Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . b If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? .
1 2
✔ ✔
3 4
No
✔ ✔
✔
5
6
✔
7
✔
8
✔
9
✔
10
✔
11a ✔ 11b ✔ 11c 11d 11e 11f
✔ ✔ ✔ ✔ ✔
12a ✔
12b 13 14a ✔
✔
14b ✔ 15
✔
16
✔
17
✔
18
✔
19 20a 20b
✔ ✔
Form 990 (2012)
Page 4
Form 990 (2012)
Part IV
Checklist of Required Schedules (continued) Yes
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . . Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III . . . . . . . . . . . .
22 23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J . . . . . . . . . . . . . . . . . . . . . .
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25 . . . . . . . . . . . . . . . .
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . d Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . 25a Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I . . . . . . . . . b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . 26 Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L, Part II . . 27
28
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III . . . . . . . Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): a A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV . . b A family member of a current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV . . .
29 30 31 32 33 34
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I . . . . . . . . . . . Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . b If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . . 36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . 37
38
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O . . . . . . . . . . . . . .
21
✔
22
23
No
✔
✔
24a ✔ 24b
✔
24c 24d
✔ ✔
25a
✔
25b
✔
26
✔
27
✔
28a
✔
28b
✔
28c ✔ 29 ✔ 30
✔
31
✔
32
✔
33
✔
34 ✔ 35a ✔ 35b 36
✔ ✔
✔
37 38
✔
Form 990 (2012)
Page 5
Form 990 (2012)
Part V
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response to any question in this Part V
. . . . . . . . . . . . . . Yes
1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable . . . . 1a 1748 b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable . . . . 1b 0 c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return 2a 3712 b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) . . 3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . b If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O . . . . . 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” enter the name of the foreign country: See Schedule O, Statement 2 See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? c If “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . b If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . .
1c
✔
2b
✔
3a 3b
✔ ✔
4a
✔
No
▶
b If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . d e f g h 8
9 a b 10 a b 11 a b 12a b 13 a b
If “Yes,” indicate the number of Forms 8282 filed during the year . . . . . . . . 7d 94 Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? . . . . . . . . . . . Sponsoring organizations maintaining donor advised funds. Did the organization make any taxable distributions under section 4966? . . . . . . . . . . . . Did the organization make a distribution to a donor, donor advisor, or related person? . . . . . . . Section 501(c)(7) organizations. Enter: Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . 10a Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . 10b Section 501(c)(12) organizations. Enter: 11a Gross income from members or shareholders . . . . . . . . . . . . . . . Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . 11b Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . 12b Section 501(c)(29) qualified nonprofit health insurance issuers. Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . Note. See the instructions for additional information the organization must report on Schedule O. Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans . . . . . . . . . . 13b
c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? . . . . . b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O
. .
5a 5b 5c
✔ ✔
6a
✔
6b
7a 7b
✔ ✔
7c
✔
7e 7f 7g 7h
✔ ✔ ✔ ✔
8 9a 9b
✔ ✔
12a
13a
14a 14b
✔
Form 990 (2012)
Page 6 Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to line 8a, 8b, or 10b below, describe the circ*mstances, processes, or changes in Schedule O. See instructions.
Form 990 (2012)
Part VI
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . . . . . .
✔
Section A. Governing Body and Management Yes
1a
Enter the number of voting members of the governing body at the end of the tax year . . If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
No
21
b Enter the number of voting members included in line 1a, above, who are independent . 1b 20 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors, or trustees, or key employees to a management company or other person? . 4 5 6 7a
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? Did the organization become aware during the year of a significant diversion of the organization’s assets? . Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O . . . . .
2
✔
3 4 5 6
✔ ✔ ✔ ✔
7a
✔ ✔
7b
8a 8b
✔ ✔
9
✔
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes
10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . b If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe in Schedule O the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . 13 Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . 14 Did the organization have a written document retention and destruction policy? . . . . . . . . . 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization’s CEO, Executive Director, or top management official . . . . . . . . b Other officers or key employees of the organization . . . . . . . . . . . . . . . If “Yes” to line 15a or 15b, describe the process in Schedule O (see instructions). 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . .
. .
. .
. .
. .
No
10a ✔ 10b ✔ 11a ✔ 12a ✔ 12b ✔ 12c ✔ 13 ✔ 14 ✔
15a ✔ 15b ✔
arrangement . . . .
16a
b If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? . . . . . . . . . . . . . .
16b
✔
Section C. Disclosure 17 18
List the states with which a copy of this Form 990 is required to be filed ▶ See Schedule O, Statement 3 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. ✔ Another’s website ✔ Upon request Own website Other (explain in Schedule O) Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, physical address, and telephone number of the person who possesses the books and records of the organization: ▶ The Nature Conservancy, (703)841-5300 ✔
19 20
4245 N Fairfax Drive, Arlington, VA 22203-1606
Form 990 (2012)
Page 7 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Form 990 (2012)
Part VII
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . . . . . . Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year. • List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. • List all of the organization’s current key employees, if any. See instructions for definition of “key employee.” • List the organization’s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. • List all of the organization’s former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. • List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C)
Teresa Beck Co-Chairman Thomas S Middleton Director Thomas J Tierney Director Frank E Loy Secretary Muneer A Satter Treasurer Shirley Young Director (Part Year) Stephen Polasky Director Mark R Tercek Director, President & CEO Jack Ma Director
✔
✔
Former
Roberto Hernandez Ramirez Vice Chair
1 0 1 0 1 0 1
Highest compensated employee
Steven A Denning Co-Chairman James C Morgan Director Gordon Crawford Director (Part Year) Gretchen C Daily Director
Key employee
Average hours per week (list any hours for related organizations below dotted line)
Officer
Name and Title
Position (do not check more than one box, unless person is both an officer and a director/trustee) Institutional trustee
(B)
Individual trustee or director
(A)
(D)
(E)
(F)
Reportable Reportable compensation compensation from from related the organizations organization (W-2/1099-MISC) (W-2/1099-MISC)
Estimated amount of other compensation from the organization and related organizations
✔
✔
0 1
✔
0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 35
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
✔
616,146
30,674
✔
1 0
✔
✔
Form 990 (2012)
Page 7- 2 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Form 990 (2012)
Part VII
(C)
Former
Highest compensated employee
Frances A Ulmer Director Joseph H Gleberman Director (Part Year) P Roy Vagelos Director (Part Year) Ana M Parma Director Stephen C Howell Chief Financial and Administrative Officer Philip Tabas General Counsel (Part Year)
Key employee
Margaret C Whitman Director Jeremy Grantham Director James E Rogers Director
1 0 1 0 1 0 1
Officer
Thomas J Meredith Director Moses Tsang Director David Blood Director Shona L Brown Director Craig O McCaw Director
Institutional trustee
(B) Average hours per week (list any hours for related organizations below dotted line)
Individual trustee or director
(A) Name and Title
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
(E)
(F)
Reportable Reportable compensation compensation from from related the organizations organization (W-2/1099-MISC) (W-2/1099-MISC)
Estimated amount of other compensation from the organization and related organizations
✔
✔
✔
0 1
✔
0 1 0 1 0 1 0
✔
✔
✔
✔
✔
✔
✔
✔
360,306
33,073
289,480
1 0 1 0 1 0 1 0 35 0 35 0
✔ ✔
23,414
Form 990 (2012)
Page 7- 3 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Form 990 (2012)
Part VII
(C)
Former
✔
Highest compensated employee
Katherine Skinner State Director Elizabeth D Ward Director Editorial and Strategic Development Glenn Prickett Chief External Affairs Officer Angela Sosdian Director Development & Gift Planning Peter Kareiva Chief Scientist Katherine Imhoff State Director
Key employee
John Cook Division Director Michael Sweeney State Director Brian McPeek Chief Operations Officer
35 0 35 0 35 0 35
Officer
Bruce Runnels Conservation Risk Officer Karen Berky Division Director Robert Bendick Gulf of Mexico Program Director William Ginn Chief Conservation Officer Robert McKim Division Director
Institutional trustee
(B) Average hours per week (list any hours for related organizations below dotted line)
Individual trustee or director
(A) Name and Title
Position (do not check more than one box, unless person is both an officer and a director/trustee)
✔
✔ ✔
✔
(D)
(E)
(F)
Reportable Reportable compensation compensation from from related the organizations organization (W-2/1099-MISC) (W-2/1099-MISC)
Estimated amount of other compensation from the organization and related organizations
210,954
25,170
214,496
17,094
190,257
19,485
0 35
✔
367,484
28,192
0 35 0 35 0 35 0
✔
218,136
30,809
✔
224,179
26,100
✔
212,258
29,420
✔
397,817
30,073
35 0 35 0 35 0 35 0 35
✔
✔
149,972
17,017
✔
✔
181,422
27,745
✔
326,854
29,616
✔
263,709
32,605
0 35
✔
276,585
13,431
✔
124,520
✔
17,859
Form 990 (2012)
Page 7- 4 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Form 990 (2012)
Part VII
(C)
Former
Highest compensated employee
Audrey Im Director of Philanthropy JeanLouis B Ecochard Chief Information Officer Joseph J Keenan Regional Director Charles Bedford Regional Director Xingsheng Zhang Managing Director, North Asia
Key employee
Addison Dana Vice President & Director of Investments Janine Wilkin Chief of Staff Wisla Heneghan General Counsel (Part Year)
35 0 35 0 35 0 35
Officer
R Geoffrey Rochester Chief Marketing Officer Rebecca Bowen Principal Development Officer Mark Burget Executive VP and Regional Director Catherine Nardone Vice President & Chief Development Officer Karen Poiani Chief Conservation Strategy Officer (Part Year)
Institutional trustee
(B) Average hours per week (list any hours for related organizations below dotted line)
Individual trustee or director
(A) Name and Title
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
(E)
(F)
Reportable Reportable compensation compensation from from related the organizations organization (W-2/1099-MISC) (W-2/1099-MISC)
Estimated amount of other compensation from the organization and related organizations
✔
303,001
15,008
✔
231,997
17,080
✔
431,745
30,557
0 35
✔
268,782
22,142
0 35 0 35 0 35 0
✔
208,960
21,504
✔
238,348
9,534
✔
229,575
29,588
✔
✔
311,362
14,947
✔
364,366
✔
440,247
34,961
✔
398,168
31,746
✔
321,415
2,379
35 0 35 0 35 0 35 0 35 0
Form 990 (2012)
Page 8
Form 990 (2012)
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (C)
Former
Highest compensated employee
Key employee
Officer
Institutional trustee
(B) Average hours per week (list any hours for related organizations below dotted line)
Individual trustee or director
(A) Name and title
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
(E)
(F)
Reportable Reportable compensation compensation from from related the organizations organization (W-2/1099-MISC) (W-2/1099-MISC)
Estimated amount of other compensation from the organization and related organizations
1b c d 2
Sub-total . . . . . . . . . . . . . . . . . . . . . ▶ 8,372,541 0 Total from continuation sheets to Part VII, Section A . . . . . ▶ Total (add lines 1b and 1c) . . . . . . . . . . . . . . . ▶ 8,372,541 0 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization ▶ 457
3
Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . .
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . .
661,223 661,223
Yes No
5
3
✔
4
✔
✔ 5 Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year. (A) Name and business address
Cornerstone Partners, 1900 Arlington Boulevard, Charlottesville, VA 2290 Donor Services Group LLC, 11500 Olympic Boulevard, Los Angeles, CA 90064 Grassroots Campaigns Inc, 59 Temple Place, Suite 402, Boston, MA 02111 Portal Solutions LLC, 201 Reserach Boulevard, Suite 105, Rockville, MD 2 Blackbaud Inc, 2000 Daniel Island Drive, Charleston, SC 29492
2
(B) Description of services
Investment Management Ser Fundraising Services Canvassing Software Services Software Services
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization ▶ 250
(C) Compensation
2,116,157 906,229 1,197,794 1,199,424 712,394
Form 990 (2012)
Page 9
Form 990 (2012)
Part VIII Statement of Revenue Check if Schedule O contains a response to any question in this Part VIII. .
Program Service Revenue
Contributions, Gifts, Grants and Other Similar Amounts
(A) Total revenue
1a b c d e f
1a 1b 1c 1d 1e
Federated campaigns . . . Membership dues . . . . Fundraising events . . . . Related organizations . . . Government grants (contributions) All other contributions, gifts, grants, and similar amounts not included above
(C) Unrelated business revenue
(D) Revenue excluded from tax under sections 512, 513, or 514
1,791,599 0 1,580,668 0 110,757,915
1f g Noncash contributions included in lines 1a-1f: $ h Total. Add lines 1a–1f . . . . . .
496,636,465 79,289,862
.
.
.
610,766,647
▶
Business Code
2a Activity Fees 900099 b Contract Fees 541900 c Land Sales to Government & Others 531390 d Fees & Contracts from Government Agencies 541700 e f All other program service revenue . g Total. Add lines 2a–2f . . . . . . . . . ▶ 3 Investment income (including dividends, interest, and other similar amounts) . . . . . . . ▶ 4 5
Income from investment of tax-exempt bond proceeds ▶ Royalties . . . . . . . . . . . . . ▶ (i) Real
Gross rents . . 1,198,740 Less: rental expenses 657,583 Rental income or (loss) 541,157 Net rental income or (loss) . . . . (i) Securities Gross amount from sales of assets other than inventory 1,217,599,168 b Less: cost or other basis and sales expenses . 1,186,901,715 c Gain or (loss) . . d Net gain or (loss)
8a
b c 9a b c 10a b c
.
.
.
46,415,790 18,576,471 108,627,687 9,958,609
0 0 0 0
0 0 0 0
0 183,578,557
28,940,474 0 37,458
0 0 0
0 0 0
28,940,474 0 37,458
541,157
533,053
8,104
25,317,947
15,395
25,302,552
118,679
0 0 0
.
.
.
.
.
.
▶
(ii) Other
12,710,382 18,089,888 -5,379,506
30,697,453
.
46,415,790 18,576,471 108,627,687 9,958,609
(ii) Personal
6a b c d 7a
Other Revenue
. . . . . . . . . . . . . .
(B) Related or exempt function revenue
.
.
.
▶
Gross income from fundraising events (not including $ 1,580,668 of contributions reported on line 1c). See Part IV, line 18 . . . . . a 642,216 Less: direct expenses . . . . b 523,537 Net income or (loss) from fundraising events . ▶ Gross income from gaming activities. See Part IV, line 19 . . . . . a Less: direct expenses . . . . b Net income or (loss) from gaming activities . . ▶ Gross sales of inventory, less returns and allowances . . . a 6,024,902 Less: cost of goods sold . . . b 146,739 Net income or (loss) from sales of inventory . . ▶
5,878,163
5,878,163
511140
113
113
900099 541800
3,872,648 82,000 0 3,954,761 859,133,843
0 0 0
1,864 82,000 0
3,870,784 0 0
189,456,720
632,312
Business Code
Miscellaneous Revenue
11a Membership List Rental b Cause Related marketing c Magazine Advertising d All other revenue . . . . . e Total. Add lines 11a–11d . . . 12 Total revenue. See instructions.
118,679
. .
. .
. .
. .
. .
▶ ▶
58,278,164
Form 990 (2012)
Page 10
Form 990 (2012)
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).
Check if Schedule O contains a response to any question in this Part IX . . . . . . . . . . . . . . Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 2
Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 Grants and other assistance to individuals in the United States. See Part IV, line 22 . . .
3
Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 . .
4 5
Benefits paid to or for members . . . . Compensation of current officers, directors, trustees, and key employees . . . . .
6
Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . .
7 8
Other salaries and wages . . . . . . Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)
9 10 11
Other employee benefits . . . . . . . Payroll taxes . . . . . . . . . . . Fees for services (non-employees): a Management . . . . . . . . . . b Legal . . . . . . . . . . . . . c Accounting . . . . . . . . . . . d Lobbying . . . . . . . . . . . . e Professional fundraising services. See Part IV, line 17 f Investment management fees . . . . . Other. (If line 11g amount exceeds 10% of line 25, column g (A) amount, list line 11g expenses on Schedule O.) . .
12 13 14 15 16 17 18
Advertising and promotion . . . . . . Office expenses . . . . . . . . . Information technology . . . . . . . Royalties . . . . . . . . . . . . Occupancy . . . . . . . . . . . Travel . . . . . . . . . . . . . Payments of travel or entertainment expenses for any federal, state, or local public officials
19 20 21 22 23 24
Conferences, conventions, and meetings . Interest . . . . . . . . . . . . Payments to affiliates . . . . . . . . Depreciation, depletion, and amortization . Insurance . . . . . . . . . . . . Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Book Value of Conservation Land Sold b Repairs, Maintenance and Construction c Real Estate Taxes d Other e All other expenses Total functional expenses. Add lines 1 through 24e 25 Joint costs. Complete this line only if the 26 organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here ▶ if following SOP 98-2 (ASC 958-720) . . . .
(A) Total expenses
(B) Program service expenses
(C) Management and general expenses
(D) Fundraising expenses
44,863,350
44,863,350
0 0
0 0
9,078,094
6,066,540
1,874,407
1,137,147
0 231,777,026
0 134,688,970
0 54,289,388
0 42,798,668
15,494,892 23,475,519 18,554,687
8,914,877 13,294,384 10,746,778
3,711,230 5,547,381 4,567,688
2,868,785 4,633,754 3,240,221
0 1,452,933 1,347,729 1,508,044 7,924,739 11,242,691
0 1,019,987 145,203 1,508,044
0 344,630 1,202,318 0
11,242,691
0 88,316 208 0 7,924,739 0
66,575,781 0 35,776,390 5,965,451 0 11,481,680 20,836,146
58,796,547 0 15,103,955 4,496,893 0 1,762,404 14,885,667
7,779,234 0 5,748,988 1,261,517 0 9,507,911 3,000,907
0 0 14,923,447 207,041 0 211,365 2,949,572
11,317 10,276,134 19,002,878 0 8,170,490 3,963,612
11,317 7,101,721 18,999,072 0 5,930,355 2,334,549
0 1,842,707 3,806 0 1,785,000 1,556,748
0 1,331,706 0 0 455,135 72,315
161,309,513 6,900,159 5,429,219 29,798,490
161,309,513 4,443,785 4,414,255 21,330,812
0 2,045,040 989,297 3,863,060
0 411,334 25,667 4,604,618
752,216,964
542,168,978
122,163,948
87,884,038
Form 990 (2012)
Page 11
Form 990 (2012)
Part X
Balance Sheet Check if Schedule O contains a response to any question in this Part X
. . . . . . . . . . . . . .
Liabilities
Assets
(A) Beginning of year
1 2 3 4 5
Cash—non-interest-bearing . . . . . . . . . . . . . . Savings and temporary cash investments . . . . . . . . . . Pledges and grants receivable, net . . . . . . . . . . . . Accounts receivable, net . . . . . . . . . . . . . . . Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L . . . . . . . . . . . . .
6
Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions). Complete Part II of Schedule L. . . . . . . .
7 8 9 10a b 11 12 13 14 15 16 17 18 19 20 21 22
23 24 25
Net Assets or Fund Balances
26
27 28 29
30 31 32 33 34
Notes and loans receivable, net . . . . . Inventories for sale or use . . . . . . . Prepaid expenses and deferred charges . . Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D
. . .
. . .
. . .
. . .
. . .
. . .
. . .
. . .
10a 3,903,526,032 Less: accumulated depreciation . . . . 10b 59,868,198 Investments—publicly traded securities . . . . . . . . . . Investments—other securities. See Part IV, line 11 . . . . . . . Investments—program-related. See Part IV, line 11 . . . . . . . Intangible assets . . . . . . . . . . . . . . . . . . Other assets. See Part IV, line 11 . . . . . . . . . . . . . Total assets. Add lines 1 through 15 (must equal line 34) . . . . . Accounts payable and accrued expenses . . . . . . . . . . Grants payable . . . . . . . . . . . . . . . . . . . Deferred revenue . . . . . . . . . . . . . . . . . . Tax-exempt bond liabilities . . . . . . . . . . . . . . . Escrow or custodial account liability. Complete Part IV of Schedule D . Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L . . . . . . Secured mortgages and notes payable to unrelated third parties . . Unsecured notes and loans payable to unrelated third parties . . . Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D . . . . . . . . . . . . . . . . . . . Total liabilities. Add lines 17 through 25 . . . . . . . . Organizations that follow SFAS 117 (ASC 958), check here ▶ complete lines 27 through 29, and lines 33 and 34. Unrestricted net assets . . . . . . . . . . . . . . Temporarily restricted net assets . . . . . . . . . . . Permanently restricted net assets . . . . . . . . . . . Organizations that do not follow SFAS 117 (ASC 958), check here ▶ complete lines 30 through 34.
.
.
Capital stock or trust principal, or current funds . . . . . . . Paid-in or capital surplus, or land, building, or equipment fund . . Retained earnings, endowment, accumulated income, or other funds Total net assets or fund balances . . . . . . . . . . . . Total liabilities and net assets/fund balances . . . . . . . .
25,630,865 47,418,632 204,778,510 2,274,155
1 2 3 4
18,201,902 119,136,474 202,623,984 1,681,727
5
0 2,257,594 0 9,457,142
6 7 8 9
0 2,486,961 0 11,429,572
3,812,798,397 1,400,106,386 449,992,510 1,290,766 2,443,387 48,032,003 6,006,480,347 13,740,081 0 36,707,343 159,627,000 0
10c 11 12 13 14 15 16 17 18 19 20 21
3,843,657,834 1,487,888,626 437,277,147 1,196,934 2,262,096 41,080,855 6,168,924,112 15,873,877 0 37,454,142 154,732,000 0
0 22 0 23 229,413,238 24
0 0 221,613,621
345,886,780
332,578,476
25 785,374,442 26
762,252,116
4,323,977,370 27 588,550,348 28 308,578,187 29
4,455,623,122 634,915,799 316,133,075
30 31 32 5,221,105,905 33 6,006,480,347 34
5,406,671,996 6,168,924,112
and
✔
. . .
(B) End of year
. . . and . . . . .
Form 990 (2012)
Page 12
Form 990 (2012)
Part XI
Reconciliation of Net Assets Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . . . . . .
1 2 3 4 5 6 7 8 9 10
Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . Donated services and use of facilities . . . . . . . . . . . . . . . . . Investment expenses . . . . . . . . . . . . . . . . . . . . . . . Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . Other changes in net assets or fund balances (explain in Schedule O) . . . . . . . Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part 33, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII
. . . . . . . . . X, .
. . . . . . . . . line .
1 2 3 4 5 6 7 8 9
859,133,843 752,216,964 106,916,879 5,221,105,905 68,329,316 22,339,997 -11,242,691 -777,410 0
10
5,406,671,996
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . . . . . . Yes
1
Accounting method used to prepare the Form 990: Cash ✔ Accrual Other If the organization changed its method of accounting from a prior year or checked “Other,” explain in Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant? . . . If “Yes,” check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
Separate basis Consolidated basis Both consolidated and separate basis b Were the organization’s financial statements audited by an independent accountant? . . . . . . . If “Yes,” check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: ✔ Consolidated basis Separate basis Both consolidated and separate basis c If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. 3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
2a
No
✔
2b
✔
2c
✔
3a
✔
3b
✔
Form 990 (2012)
SCHEDULE A (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service
OMB No. 1545-0047
Public Charity Status and Public Support
2012
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. ▶
Attach to Form 990 or Form 990-EZ.
▶ See
Open to Public Inspection
separate instructions.
Name of the organization
Employer identification number
NATURE CONSERVANCY
Part I
53-0242652
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 3 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the 4 hospital’s name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 7
✔
A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)
8 9
A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10 11
An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.
e
f g
h
a Type I b Type II c Type III–Functionally integrated d Type III–Non-functionally integrated By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? Yes No (i) A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, the governing body of the supported organization? . . . . . . . . . . . . . . 11g(i) (ii) A family member of a person described in (i) above? . . . . . . (iii) A 35% controlled entity of a person described in (i) or (ii) above? . . Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1–9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
Yes
No
. .
. .
. .
. .
(v) Did you notify the organization in col. (i) of your support?
Yes
No
. .
. .
. .
. .
. .
. .
(vi) Is the organization in col. (i) organized in the U.S.?
Yes
. .
11g(ii) 11g(iii) (vii) Amount of monetary support
No
(A) (B) (C) (D) (E) Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Schedule A (Form 990 or 990-EZ) 2012
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) ▶ 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . . . 2
Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf . . .
3
The value of services or facilities furnished by a governmental unit to the organization without charge . . . .
4
Total. Add lines 1 through 3 .
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . .
6
Public support. Subtract line 5 from line 4.
.
.
.
(a) 2008
(b) 2009
637,305,514
649,461,084
(c) 2010
(f) Total
685,668,095
610,766,647
3,236,652,695
0 649,461,084
(e) 2012
653,451,355
637,305,514
(d) 2011
653,451,355
685,668,095
610,766,647
3,236,652,695
0 3,236,652,695
Section B. Total Support Calendar year (or fiscal year beginning in) ▶ 7 Amounts from line 4 . . . . . . 8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources . . . . . . . . . .
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
637,305,514
649,461,084
653,451,355
685,668,095
610,766,647
3,236,652,695
36,389,866
21,695,023
20,703,795
30,844,104
29,519,201
139,151,989
9
Net income from unrelated business activities, whether or not the business is regularly carried on . . . . .
1,141,373
354,138
120,751
321,016
632,312
2,569,590
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) . . . . . . .
2,788,212
8,290,064
8,886,660
12,871,021
9,859,490
42,695,447
11 12 13
3,421,069,721 Total support. Add lines 7 through 10 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . 12 First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . ▶
Section C. Computation of Public Support Percentage 14 15 16a
Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f)) . . . . 14 94.61 % 15 Public support percentage from 2011 Schedule A, Part II, line 14 . . . . . . . . . . 94.54 % 331/3% support test—2012. If the organization did not check the box on line 13, and line 14 is 331/3% or more, check this ▶ box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . ✔ 1 1 b 33 /3% support test—2011. If the organization did not check a box on line 13 or 16a, and line 15 is 33 /3% or more, ▶ check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . .
17a
10%-facts-and-circ*mstances test—2012. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the “facts-and-circ*mstances” test, check this box and stop here. Explain in Part IV how the organization meets the “facts-and-circ*mstances” test. The organization qualifies as a publicly supported ▶ organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b 10%-facts-and-circ*mstances test—2011. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the “facts-and-circ*mstances” test, check this box and stop here. Explain in Part IV how the organization meets the “facts-and-circ*mstances” test. The organization qualifies as a publicly ▶ supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see ▶ instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 990 or 990-EZ) 2012
Page 3
Schedule A (Form 990 or 990-EZ) 2012
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) ▶ Gifts, grants, contributions, and membership fees 1 received. (Do not include any "unusual grants.") 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization’s tax-exempt purpose . . . 3 Gross receipts from activities that are not an unrelated trade or business under section 513 4
Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf . . .
5
The value of services or facilities furnished by a governmental unit to the organization without charge . . . .
6 7a
Total. Add lines 1 through 5 . . . . Amounts included on lines 1, 2, and 3 received from disqualified persons .
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
(a) 2008
(b) 2009
(c) 2010
(d) 2011
(e) 2012
(f) Total
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year c 8
Add lines 7a and 7b . . . . . . Public support (Subtract line 7c from line 6.) . . . . . . . . . . .
Section B. Total Support Calendar year (or fiscal year beginning in) ▶ 9 Amounts from line 6 . . . . . . 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources . b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . c 11
12
13 14
Add lines 10a and 10b . . . . . Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) . . . . . . . Total support. (Add lines 9, 10c, 11, and 12.) . . . . . . . . . . First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . ▶
Section C. Computation of Public Support Percentage 15 16
Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f)) Public support percentage from 2011 Schedule A, Part III, line 15 . . . . . .
. .
. .
. .
. .
. .
15 16
% %
Section D. Computation of Investment Income Percentage 17 18 19a
Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f)) . . . 17 % Investment income percentage from 2011 Schedule A, Part III, line 17 . . . . . . . . . . 18 % 331/3% support tests—2012. If the organization did not check the box on line 14, and line 15 is more than 331/3%, and line 17 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization . ▶ b 331/3% support tests—2011. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331/3%, and line 18 is not more than 331/3%, check this box and stop here. The organization qualifies as a publicly supported organization ▶ Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ▶ 20 Schedule A (Form 990 or 990-EZ) 2012
Page 4
Schedule A (Form 990 or 990-EZ) 2012
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
General Explanation - Other income includes: Cause Related Marketing Revenue, Sales of Inventory and Net Income from Special Events.
Schedule A (Form 990 or 990-EZ) 2012
Political Campaign and Lobbying Activities
SCHEDULE C (Form 990 or 990-EZ)
OMB No. 1545-0047
2012
For Organizations Exempt From Income Tax Under section 501(c) and section 527 Department of the Treasury Internal Revenue Service
▶
Open to Public Inspection
Complete if the organization is described below. Attach to Form 990 or Form 990-EZ. ▶ See separate instructions. ▶
If the organization answered “Yes,” to Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then • Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C. • Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B. • Section 527 organizations: Complete Part I-A only. If the organization answered “Yes,” to Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then • Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B. • Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A. If the organization answered “Yes,” to Form 990, Part IV, line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35c (Proxy Tax), then • Section 501(c)(4), (5), or (6) organizations: Complete Part III. Name of organization Employer identification number NATURE CONSERVANCY
Part I-A 1 2 3
53-0242652
Complete if the organization is exempt under section 501(c) or is a section 527 organization.
Provide a description of the organization’s direct and indirect political campaign activities in Part IV. Political expenditures . . . . . . . . . . . . . . . . . . . . . . . . . ▶ $ Volunteer hours . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part I-B
Complete if the organization is exempt under section 501(c)(3). $ $ . . . .
1 2 3 4a b
Enter the amount of any excise tax incurred by the organization under section 4955 . . Enter the amount of any excise tax incurred by organization managers under section 4955 If the organization incurred a section 4955 tax, did it file Form 4720 for this year? . . . Was a correction made? . . . . . . . . . . . . . . . . . . . . . . If “Yes,” describe in Part IV.
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶ $ Enter the amount of the filing organization’s funds contributed to other organizations for section 527 exempt function activities . . . . . . . . . . . . . . . . . . . . . . ▶ $ Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶ $ Did the filing organization file Form 1120-POL for this year? . . . . . . . . . . . . . . . . Yes No Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
Part I-C 2 3 4 5
. . . .
. . . .
▶ ▶
. .
. .
Yes Yes
No No
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
(a) Name
(b) Address
(c) EIN
(d) Amount paid from filing organization’s funds. If none, enter -0-.
(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
(1) (2) (3) (4) (5) (6) For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2012
Page 2
Schedule C (Form 990 or 990-EZ) 2012
Part II-A A Check
▶
B Check
▶
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures). if the filing organization checked box A and “limited control” provisions apply. Limits on Lobbying Expenditures (The term “expenditures” means amounts paid or incurred.)
1a b c d e f
Total lobbying expenditures to influence public opinion (grass roots lobbying) . Total lobbying expenditures to influence a legislative body (direct lobbying) . . Total lobbying expenditures (add lines 1a and 1b) . . . . . . . . . . Other exempt purpose expenditures . . . . . . . . . . . . . . . Total exempt purpose expenditures (add lines 1c and 1d) . . . . . . . . Lobbying nontaxable amount. Enter the amount from the following table columns. If the amount on line 1e, column (a) or (b) is: Not over $500,000 Over $500,000 but not over $1,000,000 Over $1,000,000 but not over $1,500,000 Over $1,500,000 but not over $17,000,000 Over $17,000,000
g h i j
(a) Filing organization’s totals
. . . . . in
(b) Affiliated group totals
. . . . . . . . . . both
The lobbying nontaxable amount is: 20% of the amount on line 1e. $100,000 plus 15% of the excess over $500,000. $175,000 plus 10% of the excess over $1,000,000. $225,000 plus 5% of the excess over $1,500,000. $1,000,000.
Grassroots nontaxable amount (enter 25% of line 1f) Subtract line 1g from line 1a. If zero or less, enter -0Subtract line 1f from line 1c. If zero or less, enter -0If there is an amount other than zero on either line reporting section 4911 tax for this year? . . . .
. . . . . . . . . . . . 1h or line . . . .
. . . 1i, .
. . . . . . . . . did the . . .
. . . . . . . . . . . . organization file Form 4720 . . . . . . . . . .
Yes
No
4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 2a through 2f on page 4.) Lobbying Expenditures During 4-Year Averaging Period Calendar year (or fiscal year beginning in)
2a
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) Total
Lobbying nontaxable amount
b Lobbying ceiling amount (150% of line 2a, column (e)) c
Total lobbying expenditures
d Grassroots nontaxable amount e
Grassroots ceiling amount (150% of line 2d, column (e))
f
Grassroots lobbying expenditures Schedule C (Form 990 or 990-EZ) 2012
Page 3
Schedule C (Form 990 or 990-EZ) 2012
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each “Yes,” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity. 1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a b c d e f g h i j 2a b c d
Volunteers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? Media advertisem*nts? . . . . . . . . . . . . . . . . . . . . . . . . Mailings to members, legislators, or the public? . . . . . . . . . . . . . . . . Publications, or published or broadcast statements? . . . . . . . . . . . . . . Grants to other organizations for lobbying purposes? . . . . . . . . . . . . . . Direct contact with legislators, their staffs, government officials, or a legislative body? . . . Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? . . Other activities? . . . . . . . . . . . . . . . . . . . . . . . . . . Total. Add lines 1c through 1i . . . . . . . . . . . . . . . . . . . . . . Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? . . If “Yes,” enter the amount of any tax incurred under section 4912 . . . . . . . . . . If “Yes,” enter the amount of any tax incurred by organization managers under section 4912 . If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? . . .
Part III-A
(a) Yes
(b) No
Amount
✔ ✔ ✔
19,678 52,674 463,725 2,701,329
✔ ✔ ✔ ✔ ✔ ✔
3,237,406 ✔
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). Yes
1 2 3
Were substantially all (90% or more) dues received nondeductible by members? . . . . . . Did the organization make only in-house lobbying expenditures of $2,000 or less? . . . . . . Did the organization agree to carry over lobbying and political expenditures from the prior year? .
Part III-B
1 2
. . .
. . .
1 2 3
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered “No,” OR (b) Part III-A, line 3, is answered “Yes.”
Dues, assessments and similar amounts from members . . . . . . . . . . . . . . . Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a Current year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Carryover from last year . . . . . . . . . . . . . . . . . . . . . . . . . . c Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues . . 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? . . . . . . . . . . . . . . . . . . . . . . 5 Taxable amount of lobbying and political expenditures (see instructions) . . . . . . . . . .
Part IV
. . .
No
1
2a 2b 2c 3
4 5
Supplemental Information
Complete this part to provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, line 2; and Part II-B, line 1. Also, complete this part for any additional information. Schedule C, Part II-B, Line 1 - The lobbying work of The Nature Conservancy advances the tax exempt purpose of the organization focusing on conservation of land and water. The Nature Conservancy devoted .58% of its exempt purpose expenditures to attempting to influence legislation in Fiscal Year 2013. Continuing the work from the prior year, the Conservancy continued to advocate for the preservation or restoration of funding for critical natural habitat protection and restoration as U.S. federal and state governments reduce overall spending with a particular emphasis on strengthening major programs like the U.S. Federal Land and Water Conservation Fund and various state programs. Preservation or improvement of state trusts and similar long-term funding mechanisms was a priority in places like Colorado, New Hampshire, North Carolina, South Carolina, Florida, Iowa, New Jersey, and West Virginia. Ballot measures were supported for such long term funding in Rhode Island and Alabama. Defending existing environmental protections by opposing legislation that weakens the law, such as conservation easem*nts and state forestry programs, took place in states like Oregon, Colorado, Kansas, South Dakota, and Utah. Habitat-wide preservation in the form of shorelines and forests are common legislative priorities in the states. Recovery and health of specific species, like the sage grouse, salmon, and the black-footed ferret, are part of larger conservation habitat protection efforts. The reauthorization of the US Farm bill is another strategic legislative priority for habitat protection because it creates opportunities for working farms and ranches to operate sustainability and conservative critical natural resources. A major focus continues to be Schedule C (Form 990 or 990-EZ) 2012
Page
Schedule C (Form 990) 2012
4
Part IV - Supplemental Information (Continued) significant investment in restoration efforts for the Gulf of Mexico responding to both the oil spill in 2011 and the long term degradation of the environment. Hurricane Sandy that occurred in the Eastern U.S. in 2012 enhanced both federal and states' government interests in effectively restoring natural infrastructure, like wetlands and oyster reefs, to minimize the impact of major weather systems. Legislation was introduced in several states to incorporate conservation and restoration efforts of natural places into long term planning. Many state policies were considered that study or restrict environmental impacts of aggressive energy development, including Oregon's oceans legislation, energy siting legislation in Pennsylvania, Maryland's bill to study Marcellus shale, New Mexico's woody biomass certification program, Wisconsin's mining laws, and New Hampshire's comprehensive energy plan legislation. The onslaught of invasive species has continued to be addressed in legislation across many states. Water and marine habitats across the world are a major focus of public policy around the world for The Nature Conservancy. Legislative solutions are primarily presented in the United States at the Federal, state and local level. Examples include coastal marine spatial planning, stormwater management, dam design and removals to restore local watershed health, local bonding measures in Texas to protect critical freshwater sources, Connecticut River watershed study, shoreline protections for habitats and people, funding to support places like the Colorado River and Yampa River, creation of wetlands mitigation banks, multiple approaches to protect the Great Lakes, the Pacific Coast salmon recovery fund, oyster restoration along the east coast and Gulf of Mexico, and the Texas-wide water plan. The Nature Conservancy does a small amount of its lobbying in countries such as Canada, Brazil, Chile, and China where conservation experiences are shared to adopt sustainable land and water use policy with long term funding methods for protection, restoration and management of nature's resources. Some volunteers, but no more 500 hours, were used by the Conservancy to influence legislation to protect existing government conservation programs and pursue opportunities for increased protections.
Schedule C (Form 990) 2012
SCHEDULE D (Form 990)
OMB No. 1545-0047
Supplemental Financial Statements
2012
▶ Complete
Department of the Treasury Internal Revenue Service Name of the organization
if the organization answered “Yes,” to Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. ▶ Attach to Form 990. ▶ See separate instructions.
Open to Public Inspection
Employer identification number
NATURE CONSERVANCY
Part I
53-0242652
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered “Yes” to Form 990, Part IV, line 6. (a) Donor advised funds
1 2 3 4 5 6
Total number at end of year . . . . . 25 0 Aggregate contributions to (during year) . 2,261,152 0 Aggregate grants from (during year) . . 1,646,982 0 Aggregate value at end of year . . . . 19,897,505 0 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? . . . . . .
✔
Yes
No
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . .
✔
Yes
No
Part II 1
2
(b) Funds and other accounts
Conservation Easem*nts. Complete if the organization answered “Yes” to Form 990, Part IV, line 7.
Purpose(s) of conservation easem*nts held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) ✔ Preservation of an historically important land area ✔ Protection of natural habitat ✔ Preservation of a certified historic structure ✔ Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easem*nt on the last day of the tax year. Held at the End of the Tax Year
a b c d 3 4 5 6
Total number of conservation easem*nts . . . . . . . . . . . . . . . . . 2a 2,432 Total acreage restricted by conservation easem*nts . . . . . . . . . . . . . . 2b 2,957,420 2c Number of conservation easem*nts on a certified historic structure included in (a) . . . . 1 Number of conservation easem*nts included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register . . . . . . . . . . . . . . . 2d 0 Number of conservation easem*nts modified, transferred, released, extinguished, or terminated by the organization during the tax year ▶ 12 Number of states where property subject to conservation easem*nt is located ▶ 49 Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easem*nts it holds? . . . . . . . . . . . . .
Yes Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easem*nts during the year
▶
7 8 9
No
22,225
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easem*nts during the year ▶$ 1,064,187 Does each conservation easem*nt reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B) (i) and section 170(h)(4)(B)(ii)? . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes No In Part XIII, describe how the organization reports conservation easem*nts in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easem*nts.
Part III 1a
✔
✔
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered “Yes” to Form 990, Part IV, line 8.
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
2
(i) Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . ▶ $ (ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . ▶ $ If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a Revenues included in Form 990, Part VIII, line 1 b Assets included in Form 990, Part X . . . .
. .
. .
. .
. .
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
Cat. No. 52283D
. .
. .
. .
▶ ▶
$ $ Schedule D (Form 990) 2012
Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Schedule D (Form 990) 2012
Part III 3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a b c
4 5
Public exhibition Loan or exchange programs d Scholarly research Other e Preservation for future generations Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIII. During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization’s collection? . . Yes No
Part IV 1a
Escrow and Custodial Arrangements. Complete if the organization answered “Yes” to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . .
b If “Yes,” explain the arrangement in Part XIII and complete the following table: c d e f 2a b
1a Beginning of year balance . . . b Contributions . . . . . . . c Net investment earnings, gains, and losses . . . . . . . . . . d Grants or scholarships . . . . e Other expenditures for facilities and programs . . . . . . . . .
3a
(b) Prior year
(c) Two years back
(d) Three years back
.
Yes .
No
(e) Four years back
950,970,554 9,587,337
1,000,900,920 5,610,934
888,573,655 17,716,045
834,076,487 7,066,469
1,073,809,904 12,446,936
76,907,948 0
-10,789,886 0
156,803,803 0
118,021,217 0
-197,769,838 0
44,283,305
44,751,414
62,192,583
70,590,518
54,410,515 0 834,076,487
Administrative expenses . . . . 0 0 0 0 End of year balance . . . . . 993,182,534 950,970,554 1,000,900,920 888,573,655 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: Board designated or quasi-endowment ▶ 75.48 % Permanent endowment ▶ 15.66 % Temporarily restricted endowment ▶ 8.86 % The percentages in lines 2a, 2b, and 2c should equal 100%. Are there endowment funds not in the possession of the organization that are held and administered for the organization by:
(i) unrelated organizations . . . . . . . . . . . . . . . . . . (ii) related organizations . . . . . . . . . . . . . . . . . . . b If “Yes” to 3a(ii), are the related organizations listed as required on Schedule R? 4 Describe in Part XIII the intended uses of the organization’s endowment funds.
Part VI
.
Endowment Funds. Complete if the organization answered “Yes” to Form 990, Part IV, line 10. (a) Current year
f g 2 a b c
No
Amount
Beginning balance . . . . . . . . . . . . . . . . . . . . . . 1c Additions during the year . . . . . . . . . . . . . . . . . . . 1d Distributions during the year . . . . . . . . . . . . . . . . . . 1e Ending balance . . . . . . . . . . . . . . . . . . . . . . . 1f Did the organization include an amount on Form 990, Part X, line 21? . . . . . . . . . . . . . If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .
Part V
Yes
. . .
. . .
. . .
. . .
. . .
. . .
. . .
. . .
. . .
Yes No 3a(i) 3a(ii) 3b
✔ ✔
Land, Buildings, and Equipment. See Form 990, Part X, line 10. Description of property
(a) Cost or other basis (investment)
(b) Cost or other basis (other)
(c) Accumulated depreciation
1a b c d e
Land . . . . . . . . . . . 0 6,960,285 Buildings . . . . . . . . . . 0 118,263,532 Leasehold improvements . . . . 0 14,607,633 Equipment . . . . . . . . . 0 21,916,062 Other . . . . . . . . . . . 10,547,384 3,731,231,136 Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)
(d) Book value
37,460,894 6,987,689 15,419,615 0
.
.
.
.
▶
6,960,285 80,802,638 7,619,944 6,496,447 3,741,778,520 3,843,657,834
Schedule D (Form 990) 2012
Page 3
Schedule D (Form 990) 2012
Part VII
Investments—Other Securities. See Form 990, Part X, line 12. (a) Description of security or category (including name of security)
(1) Financial derivatives . . . . . (2) Closely-held equity interests . . . (3) Other Real Estate Investment Trusts
(b) Book value
. .
. .
. .
180,089,858 189,863,215 30,536,266 36,787,808
▶
437,277,147
(A) Interfund & Trust Receivable (B) (C) (D) (E) (F) (G) (H) (I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)
Part VIII
(c) Method of valuation: Cost or end-of-year market value
End-of-Year Market Value End-of-Year Market Value End-of-Year Market Value End-of-Year Market Value
Investments—Program Related. See Form 990, Part X, line 13. (a) Description of investment type
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.)
Part IX
▶
Other Assets. See Form 990, Part X, line 15. (a) Description
(b) Book value
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.) .
Part X
.
.
.
.
.
.
.
.
.
.
.
.
▶
Other Liabilities. See Form 990, Part X, line 25.
1. (a) Description of liability (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) (10) (11)
.
Planned Giving Liability Accrued Salary and Vacation Liability Other Accrued Expenses/Liabilities Other Liabilities Refundable Advances Payable Under Securities Lending Agreement
(b) Book value
143,873,848 22,417,861 52,112,579 10,383,113 54,622,075 49,169,000
Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) ▶ 332,578,476 2. FIN 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization’s financial statements that reports the organization’s liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII . . . . . ✔ Schedule D (Form 990) 2012
Page 4
Schedule D (Form 990) 2012
Part XI
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 2
Total revenue, gains, and other support per audited financial statements . . Amounts included on line 1 but not on Form 990, Part VIII, line 12: a Net unrealized gains on investments . . . . . . . . . . . . 2a b Donated services and use of facilities . . . . . . . . . . . 2b c Recoveries of prior year grants . . . . . . . . . . . . . . 2c d Other (Describe in Part XIII.) . . . . . . . . . . . . . . . 2d e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . 3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1 : a Investment expenses not included on Form 990, Part VIII, line 7b . . 4a b Other (Describe in Part XIII.) . . . . . . . . . . . . . . . 4b c Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.)
Part XII
.
.
.
.
.
.
1
949,169,924
2e 3
89,724,860 859,445,064
4c 5
-311,221 859,133,843
68,329,316 22,339,997 0 -944,453
. .
. .
. .
. .
. .
. .
. .
11,242,691 -11,553,912
. .
. .
. .
. .
. .
. .
. .
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 2
Total expenses and losses per audited financial statements . . . . . . Amounts included on line 1 but not on Form 990, Part IX, line 25: 2a a Donated services and use of facilities . . . . . . . . . . . b Prior year adjustments . . . . . . . . . . . . . . . . 2b c Other losses . . . . . . . . . . . . . . . . . . . . 2c d Other (Describe in Part XIII.) . . . . . . . . . . . . . . . 2d e Add lines 2a through 2d . . . . . . . . . . . . . . . . . . 3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . 4 Amounts included on Form 990, Part IX, line 25, but not on line 1: a Investment expenses not included on Form 990, Part VIII, line 7b . . 4a b Other (Describe in Part XIII.) . . . . . . . . . . . . . . . 4b c Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.)
Part XIII
.
Supplemental Information
.
.
.
.
.
.
.
1
764,660,345
2e 3
23,686,072 740,974,273
4c 5
11,242,691 752,216,964
22,339,997 0 0 1,346,075
. .
. .
. .
. .
. .
. .
. .
11,242,691 0
. .
. .
. .
. .
. .
. .
. .
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. Schedule D, Part II, Line 3 - During the tax year 8 easem*nts were transferred or sold- all to qualified organizations as defined in IRC Sec. 170(h)(3) and the related regulations and all as required by and consistent with the conservation action plan for the properties. Easem*nts transferred or sold were: (1) Struve Pond TNC CE; (2) Mill Brook (Woods 2&3) 11/22/1991; (3) Pocomoke River Swamp (Burns) Conservation Easem*nt; (4) Alligator River (M. C. Davis 2006 Trust) 10/4/2012 NC CWMTF easem*nt; (5) Alligator River (M. C. Davis 2006 Trust) US Air Force easem*nt; (6) Arcola Creed (County Commissioners Conservation Easem*nt) 6/21/1982; (7) Stay CE TNC; and (8) Double A Ranch, Inc./RMEF (7/3/2012). During the tax year no easem*nts were modified. During the tax year 4 easem*nts were partially or fully terminated. Easem*nts fully or partially terminated were: (1) two small parcels, totaling .23 acres out of 340.76 acres of the Flat Shoal Creek (Johnson) Conservation Easem*nt 12/28/2007 were terminated in lieu of condemnation bythe Georgia Department of Transportation; (2) one small parcel totaling .27 acres out of 80 acres on the Edwards Woods (Heitlinger/Pringle/Johnson) CE 12/31/1987 were terminated in lieu of condemnation by Filmore County, WI; (3) a non-charitable easem*nt purchased by TNC over approximately 37 acres of the 65,990 acre Devils River (Nix 5) Historic easem*nt was terminated when TNC acquired fee title to the underlying land; and (4) easem*nt over 3 acres in Weld County, Colorado (2 Timm) were terminated in lieu of comdemnation by Bear Tracker Energy.
Schedule D, Part II, Line 5 - The Nature Conservancy's written policy regarding the periodic monitoring, inspection, violations, and Schedule D (Form 990) 2012
Page
Schedule D (Form 990) 2012
5
Part XIII - Supplemental Information (Continued) enforcement of the conservation easem*nts it holds is governed by our Standard Operating Procedure, Conservation Easem*nts and Deed Restrictions. Excerpts from the procedure regarding frequency and IRS Reporting follow. A. Monitoring Frequency: Except as provided in Part II, Section III.A herein, all Conservation Interests held by the OU will be monitored at least once each calendar year (annually). B. Information Gathered for IRS Reporting Purposes: The IRS requires that the tax returns of non-profits include a range of information on the conservation easem*nts it holds, or did hold at any time during the reporting tax year ("IRS-Reportable" easem*nts). These requirements include a report of total staff hours and a list of expenses associated with monitoring and enforcing those easem*nts. They also include a number of other questions, some of which are answered by required fields in the monitoring reports, and some of which are answered from Conservation Land System ("CLS") records. Note that that the IRS does not require reporting regarding monitoring of deed restrictions. Therefore monitoring of deed restrictions should not be considered to be "IRS-Reportable." 1. IRS-Reportable easem*nts are those which TNC currently holds or did hold during the current tax reporting year. Since TNC tax reporting is on the fiscal year and easem*nt monitoring is on the calendar year, OUs must consult with their CLS staffer to determine when an easem*nt that has been transferred to another organization by TNC ceases to be "IRS-Reportable." 2. Time and Expense Reporting related to easem*nts is required by the IRS. For every IRS-Reportable easem*nt all staff hours spent on "easem*nt monitoring and enforcement" must be appropriately coded in bi-weekly time reports. Further, any funds spent on related costs, including travel expenses, must also be appropriately coded in the General Ledger. A dedicated sub-1 code (-8888) has been established for this purpose. Each OU must ensure that the budget centers utilized by members of each Monitoring Team (as defined below) have that sub-1 code established and available, and that it is utilized. This important information must be captured so that it can be included in our annual tax filing. With respect to Enforcement excerpts from the Standard Operating procedure follow. The holder of a conservation easem*nt ("Easem*nt") or a deed restriction ("Restriction") (collectively the "Conservation Interests") has a responsibility to enforce the terms of the Conservation Interest in perpetuity. The integrity of a Conservation Interest should never be compromised to avoid litigation. The success the Conservancy has in defending its Conservation Interests has a profound impact on both our organizational reputation and the effectiveness of easem*nts generally. A well-articulated enforcement standard operating procedure and consistent application will help to ensure the ongoing effectiveness of the Conservancy's easem*nt program. Prompt compliance with this procedure is required to ensure that the conservation purposes and values reflected in the Easem*nt or Restriction are not lost through the passage of time.
Schedule D, Part II, Line 9 - The Conservancy records land and land interests at cost if purchased or at fair value at the date of acquisition, if all or part of the land was received as a donation. Fair value is generally determined by appraisal at the time of acquisition and is not subsequently adjusted. Upon sale or gift, the book value of the land or land interest is reported as a program expense and the related proceeds, if any, are reported as revenue in the consolidated statement of activities. Conservation land is real property with significant ecological value. These properties are either managed in an effort to protect the natural biological diversity of the property, or transferred to other organizations who will manage the lands in a similar fashion. Conservation easem*nts are comprised of listed rights and/or restrictions over the owned property that are conveyed by a property owner to The Conservancy, almost always in perpetuity, in order to protect the owned property as a significant natural area, as defined in federal tax regulations. These intangible assets may be sold or transferred to others so long as the assignee agrees to carry out, in perpetuity, the conservation purposes intended by the original grantor. Conservation easem*nts, by their very nature, do not generate material amounts of cash inflow annually.
Schedule D, Part V, Line 4 - The Endowment includes approximately 770 individual endowment funds. The Endowment provides stable financial support to a wide variety of programs and activities in perpetuity, playing a critical role in enabling the Conservancy to achieve its mission. Programs supported by the Endowment include restoring, monitoring, and managing natural areas owned by the Conservancy and others, as well as, many other activities and actions vital to the preservation of natural diversity. The Endowment includes both donor-restricted endowment funds and funds designated by the Board of Directors (Board) to function as endowments. Net assets associated with endowment funds, including Board-designated endowment funds, are classified and reported based on the existence or absence of donor-imposed restrictions.
Schedule D, Part X, Line 2 - The Conservancy has been granted an exemption from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Internal Revenue Service has classified The Conservancy as other than a private foundation. The Conservancy pays a nominal amount of tax relating to several unrelated business income activities, primarily rental income from debt-financed property. The Conservancy takes no tax positions that it considers to be uncertain.
Schedule D, Part XI, Line 2d - Valuation Loss on Tradelands and Other Assets
Schedule D (Form 990) 2012
Page
Schedule D (Form 990) 2012
6
Part XIII - Supplemental Information (Continued) Schedule D, Part XI, Line 4b - Costs of Goods Sold, Rental Related Expenses, Special Fundraising Event Expenses, Revenue of Consolidated Subsidiaries
Schedule D, Part XII, Line 2d - Costs of Goods Sold, Rental RElated Expenses, Special Fundraising Event Expenses, Expenses of Consolidated Subsidiaries
Schedule D (Form 990) 2012
SCHEDULE F (Form 990)
Statement of Activities Outside the United States ▶
OMB No. 1545-0047
2012
Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.
Department of the Treasury Internal Revenue Service
▶
Attach to Form 990.
▶ See
Open to Public Inspection
separate instructions.
Employer identification number
Name of the organization
NATURE CONSERVANCY
Part I
53-0242652
General Information on Activities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
✔
Yes
No
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.) (a) Region
(b) Number of offices in the region
(c) Number of employees, agents, and independent contractors in region
(d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region)
(e) If activity listed in (d) is a program service, describe specific type of service(s) in region
(f) Total expenditures for and investments in region
(1) Central America and the Ca
10
61
Program Services
Conservation of the lan
16,699,031
(2) East Asia and the Pacific
11
271
Program Services
Conservation of the lan
30,278,859
(3) Europe (including Iceland
3
9
Program Services
Conservation of the lan
604,330
(4) North America (including C
2
45
Program Services
Conservation of the lan
13,065,421
(5) South America
8
303
Program Services
Conservation of the lan
31,708,094
(6) Sub-Saharan Africa
3
22
Program Services
Conservation of the lan
14,623,260
(7) (8) (9) (10) (11) (12) (13) (14) (15) (16) (17) 3a Sub-total . . . . . . b Total from continuation sheets to Part I . . . . c Totals (add lines 3a and 3b) 37 711 For Paperwork Reduction Act Notice, see the Instructions for Form 990.
106,978,995 Cat. No. 50082W
Schedule F (Form 990) 2012
Page 2 Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
Schedule F (Form 990) 2012
Part II 1
(a) Name of organization
(b) IRS code section and EIN (if applicable)
(c) Region
(d) Purpose of grant
(e) Amount of cash grant
(f) Manner of cash disbursem*nt
(g) Amount of non-cash assistance
(h) Description of non-cash assistance
(1)
Central America a
Conservation of th
4,723,902 EFT, Wire Transfer
(2)
East Asia and the
Conservation of th
2,872,963 EFT, Wire Transfer
(3)
Europe (including
Conservation of th
237,525 EFT, Wire Transfer
(4)
North America (in
Conservation of th
3,084,188 EFT, Wire Transfer
(5)
South America
Conservation of th
4,582,744 EFT, Wire Transfer
(6)
Sub-Saharan Afric
Conservation of th
2,130,790 EFT, Wire Transfer
(i) Method of valuation (book, FMV, appraisal, other)
(7) (8) (9) (10) (11) (12) (13) (14) (15) (16) 2 3
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter . . . . . . . . . . . . ▶ Enter total number of other organizations or entities . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶
169 0 Schedule F (Form 990) 2012
Page 3 Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 16. Part III can be duplicated if additional space is needed.
Schedule F (Form 990) 2012
Part III
(a) Type of grant or assistance
(b) Region
(c) Number of recipients
(d) Amount of cash grant
(e) Manner of cash disbursem*nt
(f) Amount of non-cash assistance
(g) Description of non-cash assistance
(h) Method of valuation (book, FMV, appraisal, other)
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) (17) (18) Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Part IV 1
2
3
4
5
6
Page
4
Foreign Forms
Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If “Yes,” the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926) . . . . . . . . . . . . . . . . . . . .
Yes
✔
No
Did the organization have an interest in a foreign trust during the tax year? If “Yes,” the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A) . . . . . . . . . . . . . . .
✔
Yes
No
Did the organization have an ownership interest in a foreign corporation during the tax year? If “Yes,” the organization may be required to file Form 5471, Information Return of U.S. Persons With Respect To Certain Foreign Corporations. (see Instructions for Form 5471) . . . . . . . . . . . . .
✔
Yes
No
Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) . . . . . . . . . . . . . . . . . . . . .
✔
Yes
No
Did the organization have an ownership interest in a foreign partnership during the tax year? If “Yes,” the organization may be required to file Form 8865, Return of U.S. Persons With Respect To Certain Foreign Partnerships. (see Instructions for Form 8865) . . . . . . . . . . . . . . . .
✔
Yes
No
Did the organization have any operations in or related to any boycotting countries during the tax year? If “Yes,” the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Yes
✔
No
Schedule F (Form 990) 2012
Schedule F (Form 990) 2012
Part V
Page
5
Supplemental Information Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
Schedule F, Part I, Line 2 - The Nature Conservancy's procedure for monitoring grants outside the United States is governed by the Government Grants, Cooperative Agreements, Contracts and Other Agreements Negotiation and Administration Standard Operating Procedure which is excerpted as follows: All staff responsible for government grants, cooperative agreements, contracts, and other agreements will negotiate and administer such awards in an efficient and effective manner. The Conservancy has a Grants Service Network to ensure that this occurs, including assuring compliance with all applicable funder statutes and regulations. The attached table assigns performance responsibilities to the key positions involved in the negotiation and administration of the following types of agreements: 1. agreements to the Conservancy from United States federal, state and local government agencies, multilateral agencies, and other national and local governments; and 2. the Conservancy's grants of funds to other entities, including those funded by a government agency, multilateral organization, other non-profit organization, private foundation, or private donor. Conservancy grants to other entities are also subject to the "Grants by the Nature Conservancy to Grantees" Standard Operating Procedure. In order to effectively manage these agreements and to ensure accountability, the Conservancy employs a team approach during all stages of the process, from pre-proposal discussions with potential funding agencies through final closeout of specific agreements. Working as a team assures that the Conservancy successfully secures government funding for conservation projects and carries out these projects in compliance with both external and internal requirements, negotiating the best possible agreements and ensuring the projects are completed on time and within budget. Essential team members are a Project Manager, a Grants Specialist, and an Attorney. As appropriate, team members at any stage of the process should solicit input from staff in their respective Operating Units, such as finance, philanthropy, external affairs or other conservation staff. Purpose: To ensure compliance with government laws and regulations and to ensure the efficient and effective management of funds provided by U.S. federal, state and local governments, other national and local governments, and multilateral sources by the Conservancy, as well as Conservancy funds provided to other entities.
Schedule F (Form 990) 2012
SCHEDULE G (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Name of the organization
Supplemental Information Regarding Fundraising or Gaming Activities
OMB No. 1545-0047
2012
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Open to Public ▶ Attach to Form 990 or Form 990-EZ. ▶ See separate instructions. Inspection Employer identification number
NATURE CONSERVANCY
Part I
53-0242652
Fundraising Activities. Complete if the organization answered “Yes” to Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply. a ✔ Mail solicitations e ✔ Solicitation of non-government grants ✔ b f ✔ Solicitation of government grants Internet and email solicitations ✔ Phone solicitations c g ✔ Special fundraising events ✔ d In-person solicitations 2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? ✔ Yes No b If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization.
(i) Name and address of individual or entity (fundraiser)
(ii) Activity
(iii) Did fundraiser have custody or control of contributions?
Yes
(iv) Gross receipts from activity
(v) Amount paid to (or retained by) fundraiser listed in col. (i)
(vi) Amount paid to (or retained by) organization
No
1 See Schedule G, Part IV, Statement 1 2 3 4 5 6 7 8 9 10 1,782,020
4,083,058
-2,301,038
Total . . . . . . . . . . . . . . . . . . . . . ▶ 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing. All States
Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2012
Page 2
Schedule G (Form 990 or 990-EZ) 2012
Direct Expenses
Revenue
Part II
1
Gross receipts .
2 3
Less: Contributions . . Gross income (line 1 minus line 2) . . . . . . .
4
Cash prizes .
5
Noncash prizes
.
(b) Event #2
(c) Other events
Mashomack Dinner Dance
Earth DAy
46
(event type)
(event type)
(total number)
.
607,347
153,528
1,172,631
1,933,506
482,393
85,420
1,012,855
1,580,668
124,954
68,108
159,776
352,838
.
.
.
.
6
Rent/facility costs .
.
.
7
Food and beverages .
.
8
Entertainment .
.
.
9
Other direct expenses
.
92,165
94,327
337,045
523,537
.
Direct expense summary. Add lines 4 through 9 in column (d) Net income summary. Combine line 3, column (d), and line 10
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
(
▶ ▶
Gaming. Complete if the organization answered “Yes” to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (b) Pull tabs/instant bingo/progressive bingo
(a) Bingo
Direct Expenses
(d) Total events (add col. (a) through col. (c))
.
Part III
.
.
(a) Event #1
.
10 11
Revenue
Fundraising Events. Complete if the organization answered “Yes” to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
1
Gross revenue .
.
.
.
2
Cash prizes .
.
.
.
3
Noncash prizes
.
.
.
4
Rent/facility costs .
.
.
5
Other direct expenses
.
.
Yes No
%
(d) Total gaming (add col. (a) through col. (c))
(c) Other gaming
%
Yes No
%
Yes No
6
Volunteer labor .
7
Direct expense summary. Add lines 2 through 5 in column (d)
.
.
.
.
.
.
.
.
.
▶
8
Net gaming income summary. Combine line 1, column d, and line 7
.
.
.
.
.
.
.
.
▶
Enter the state(s) in which the organization operates gaming activities: a Is the organization licensed to operate gaming activities in each of these states? b If “No,” explain:
.
.
.
.
.
.
.
.
.
.
523,537 ) -170,699
(
)
9
.
10a Were any of the organization’s gaming licenses revoked, suspended or terminated during the tax year? b If “Yes,” explain:
.
.
Yes
No
.
Yes
No
Schedule G (Form 990 or 990-EZ) 2012
Page 3
Schedule G (Form 990 or 990-EZ) 2012
11 12
Does the organization operate gaming activities with nonmembers? . . . . . . . . . . . . . Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? . . . . . . . . . . . . . . . . . . . . . .
13 a b 14
Indicate the percentage of gaming activity operated in: The organization’s facility . . . . . . . . . . . . . . . . . . . . . . . . . 13a An outside facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b Enter the name and address of the person who prepares the organization’s gaming/special events books and records:
Yes
No
Yes
No % %
Name ▶ Address ▶ 15a
Does the organization have a contract with a third party from whom the organization receives gaming revenue? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b If “Yes,” enter the amount of gaming revenue received by the organization ▶ . amount of gaming revenue retained by the third party ▶ $ c If “Yes,” enter name and address of the third party:
$
Yes
No
Yes
No
and the
Name ▶ Address ▶ 16
Gaming manager information: Name ▶ Gaming manager compensation ▶
$
Description of services provided ▶ Director/officer
Employee
Independent contractor
17 a
Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? . . . . . . . . . . . . . . . . . . . . . . . . . b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization’s own exempt activities during the tax year ▶ $
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Schedule G, Part I, Line 2b - For all professional fundraising contracts, contractor may receive checks, cash or credit card information only for direct deposit into The Nature Conservancy's bank accounts.
Schedule G (Form 990 or 990-EZ) 2012
Schedule G, Part IV, Statement 1 Form: Schedule G Page: 1 Line Number: Part I Line 2b
NATURE CONSERVANCY 53-0242652
Fundraiser Activity Information _
Name and Address
Activity
C1
Gross Receipts
C2
C3
Professional Fundraiser: Canvassing/Citizen outreach campaign.
Yes
579,237
1,197,794
-618,557
Professional fundraiser: Telemarketing and cultivation programs.
Yes
1,051,185
906,229
144,956
Professional Fundraising Counsel: Digital marketing for member acquisition.
No
733,374
-733,374
Professional Fundraising Counsel: Develop, produce and launch ads to support DRTV program.
No
370,548
-370,548
Professional Fundraising Counsel: Provide creative strategy, design, and art production services for the Conservancy's solicitation and cultivation efforts.
No
283,591
-283,591
Yes
151,598
182,967
-31,369
Professional Fundraising Counsel: Heart of the Adirondacks campaign.
No
150,000
-150,000
Professional Fundraising Counsel: Analysis of development program, external interviews and recommendations to the Pennsylvania Chapter's Trustees.
No
101,979
-101,979
Professional Fundraising Counsel: Provide Strategic Training Reinforcement sessions.
No
79,749
-79,749
Professional Fundraising Counsel: Provide campaign planning, coordination strategy, major gift prospect identification and fundraising training.
No
76,827
-76,827
1,782,020
4,083,058
-2,301,038
_
Grassroots Campaigns Inc 59 Temple Place Suite 402 Boston, MA 02111 _
Donor Services Group 11500 West Olympic Blvd Suite 540 Los Angeles, CA 90064 _
Blue State Digital 406 7th Street NW Washington, DC 20004 _
The Russ Reid Company Inc 2 North Lake Avenue Suite 600 Pasadena, CA 91101 _
OMP Inc 1133 19th Street NW Suite 300 Washington, DC 20036 _
Strategic Fundraising Inc 7591 9th Street N Saint Paul, MN 55128
Professional Fundraiser: Telemarketing program of cultivation, stewardship and solicitations.
_
Tina A Levy 21 Amethyst Way Falmouth, ME 04105 _
Donald Campbell & Co One East Wacker Drive Suite 3350 Chicago, IL 60601 _
Gift Strategies LLC 1539 Fall River Avenue Suite 3 Seekonk, MA 02771 _
Stroman & Associates PO Box 4012 Bartlesville, OK 74006 _
Total: C1 = Fundraiser control of funds? C2 = Amount paid to (or retained by) fundraiser C3 = Amount paid to (or retained by) organization
Page: 1
SCHEDULE I (Form 990) Department of the Treasury Internal Revenue Service
Grants and Other Assistance to Organizations, Governments, and Individuals in the United States
OMB No. 1545-0047
Complete if the organization answered “Yes” to Form 990, Part IV, line 21 or 22.
Open to Public Inspection
▶ Attach
2012
to Form 990.
Name of the organization
Employer identification number
NATURE CONSERVANCY
Part I 1 2
53-0242652
General Information on Grants and Assistance
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Describe in Part IV the organization’s procedures for monitoring the use of grant funds in the United States.
Part II
✔
Yes
No
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name and address of organization or government
(b) EIN
(c) IRC section if applicable
(d) Amount of cash grant
(e) Amount of noncash assistance
(f) Method of valuation (book, FMV, appraisal, other)
(g) Description of non-cash assistance
(h) Purpose of grant or assistance
(1) Sch I, Stmt 1 (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) 2 3
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table . Enter total number of other organizations listed in the line 1 table . . . . . . . . . .
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
. .
. .
. .
. .
. .
Cat. No. 50055P
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
▶ ▶
266 13 Schedule I (Form 990) (2012)
Page 2
Schedule I (Form 990) (2012)
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered “Yes” to Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed. (a) Type of grant or assistance
(b) Number of recipients
(c) Amount of cash grant
(d) Amount of non-cash assistance
(e) Method of valuation (book, FMV, appraisal, other)
(f) Description of non-cash assistance
1 2 3 4 5 6 7
Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Schedule I, Part I, Line 2 - The Nature Conservancy's procedure for monitoring grants within the United States is governed by the Government Grants, Cooperative Agreements, Contracts and Other Agreements Negotiation and Administration Standard Operating Procedure which is excerpted as follows: All staff responsible for government grants, cooperative agreements, contracts, and other agreements will negotiate and administer such awards in an efficient and effective manner. The Conservancy has a Grants Service Network to ensure that this occurs, including assuring compliance with all applicable funder statutes and regulations. The attached table assigns performance responsibilities to the key positions involved in the negotiation and administration of the following types of agreements: 1. agreements to the Conservancy from United States federal, state and local government agencies, multilateral agencies, and other national and local governments; and 2. the Conservancy's grants of funds to other entities, including those funded by a government agency, multilateral organization, other non-profit organization, private foundation, or private donor. Conservancy grants to other entities are also subject to the "Grants by the Nature Conservancy to Grantees" Standard Operating Procedure. In order to effectively manage these agreements and to ensure accountability, the Conservancy employs a team approach during all stages of the process, from pre-proposal discussions with potential funding agencies through final closeout of specific agreements. Working as a team assures that the Conservancy successfully secures government funding for conservation projects and carries out these projects in compliance with both external and internal requirements, negotiating the best possible agreements and ensuring the projects are completed on time and within budget. Essential team members are a Project Manager, a Grants Specialist, and an Attorney. As appropriate, team members at any stage of the process should solicit input from staff in their respective Operating Units, such as finance, philanthropy, external affairs or other conservation staff. Purpose: To ensure compliance with government laws and regulations and to ensure the efficient and effective management of funds provided by U.S. federal, state and local governments, other national and local governments, and multilateral sources by the Conservancy, as well as Conservancy funds provided to other entities.
Schedule I (Form 990) (2012)
Schedule I, Part IV, Statement 1 NATURE CONSERVANCY Form: Schedule I 53-0242652 Page: 1 Line Number: Part II Description of Grants and Other Assistance to Governments and Organizations in the United States _
Amt. of cash grant
Amt. of non-cash asst.
TOWN OF SULLIVAN 1888 US HIGHWAY 1 SULLIVAN, ME 04664 53-7396044 501(c)(3)
50,000
TOWN OF FALMOUTH 271 FALMOUTH RD FALMOUTH, ME 04105 40-3235064 501(c)(3)
10,300
107,034
7,117
150,000
25,000
_
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
THOMAS JEFFERSON SOIL & WATER CONSERVATION DISTRICT 706 FOREST STREET SUITE G CHARLOTTESVILLE, VA 22903 51-7385066 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
STILLAGUAMISH FLOOD CONTROL DISTRIC PO BOX 2512 STANWOOD, WA 98292 31-8854651 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
VIRGINIA DEPT OF CONSERV & RECREATION 203 GOVENOR STREET RICHMOND, VA 23219 98-1265499 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section
Page: 1
NYE COUNTY WATER DISTRICT 2101 EAST CALVADA BLVD SUITE 100 MIDGE CARVER CHAIR GOVERNING BD PAHRUMP, NV 89048 40-3234955 501(c)(3)
Schedule I, Part IV, Statement 1 Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
NATIONAL PARK SERVICE P O BOX 100000 HERNDON, VA 20171 40-1134399 501(c)(3)
183,213
RI AGRICULTURAL LAND PRESERVATION 235 PROMENADE STREET PROVIDENCE, RI 02908 34-1900372 501(c)(3)
215,000
TOWN OF WELLS 208 SANFORD RD WELLS, ME 04090 25-1053496 501(c)(3)
114,250
MARIN COUNTY OPEN SPACE DISTRICT 3501 CIVIC CENTER DRIVE ROOM 260 SAN RAFAEL, CA 94903 53-0201684 501(c)(3)
80,000
MAINE NATURAL AREAS PROGRAM STATE HOUSE STATION 93 AUGUSTA, ME 04333 95-7806144 501(c)(3)
31,000
LUCE COUNTY ROAD COMMISSION 423 WEST MCMILLAN AVE PO BOX 401 NEWBERRY, MI 49855 05-6025351 501(c)(3)
79,756
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst.
Page: 2
Schedule I, Part IV, Statement 1 Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
LOWER PLATTE SOUTH NATURAL RESOURCES DISTRICT 3125 PORTIA ST BOX 83581 LINCOLN, NE 68501 34-0623441 501(c)(3)
7,500
192,000
LAND TITLE INSURANCE AND ESCROW CORP 1080 NE 7th AVENUE OAK HARBOR, WA 98277 52-3251867
50,000
LAKE COUNTY PARK AND REC BOARD 8411 E LINCOLN HIGHWAY CROWN POINT, IN 46307 34-1262985 501(c)(3)
32,000
125,000
20,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
WESTERN RIVERSIDE COUNTY REGIONAL CONSERVATION AUTHORITY 3403 10TH STREET SUITE 320 RIVERSIDE, CA 92501 78-5672659 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
JEFFERSON COUNTY FARMLAND PROTECTION BOARD PO BOX 731 CHARLES TOWN, WV 25414 20-9828471 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation
Page: 3
HOWARD COUNTY DRAINAGE BOARD 220 N MAIN STREET SUITE 332 KOKOMO, IN 46901 37-3292581 501(c)(3)
Schedule I, Part IV, Statement 1 Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
GB2 ASSOCIATES LLC 1450 ANNUNCIATION ST STE 2320 NEW ORLEANS, LA 70130 79-8856418
10,000
GALT JOINT UNION SCHOOL DIST 1018 C STREET Suite 210 GALT, CA 95632 44-2258961 501(c)(3)
10,000
FRIENDS OF MARIN PARKS OPEN SPACE & YES ON A 25 WENDY COURT NOVATO, CA 94945 91-8249457 501(c)(3)
10,000
FLINT RIVER SOIL AND WATER CONSERVATION 4344 ALBANY HWY DAWSON, GA 39842 51-4562985 501(c)(3)
47,250
COLORADO PARKS AND WILDLIFE 6060 BROADWAY DENVER, CO 80216 94-3591468 501(c)(3)
54,758
VA DEPT OF FORESTRY 900 NATURAL RESOURCES DRIVE STE 800 CHARLOTTESVILLE, VA 22903 39-6529512 501(c)(3)
13,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash
Page: 4
Schedule I, Part IV, Statement 1 Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
EAGLE HARBOR TOWNSHIP ANN JOHNSON TREASURER HC 1 Box 263 EAGLE HARBOR, MI 49950 26-7851669 501(c)(3)
8,853
100,000
DOI-NATIONAL PARK SERVICE CHANNEL ISLAND NATIONAL PARK 1901 SPINNAKER DRIVE VENTURA, CA 93001 14-8534682 501(c)(3)
44,179
DANE COUNTY LAND & WATER RESOURCES 1 FEN OAK CT RM 208 MADISON, WI 53718 53-3319788 501(c)(3)
38,000
HOUGHTON KEWEENAW CONS DISTRICT 600 E LAKESHORE DRIVE SUITE 204 HOUGHTON, MI 49931 91-5629856 501(c)(3)
25,000
COPPER RANGE ABSTRACT & TITLE COMPANY 707 SHELDEN AVE HOUGHTON, MI 49931 63-6599854
70,850
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
DOUGLAS COUNTY REDEVELOPMENT AGENCY PO BOX 218 MINDEN, NV 89423 38-1126895 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash
Page: 5
Schedule I, Part IV, Statement 1 Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
CITY OF SIERRA VISTA 1011 NORTH CORONADO DRIVE SIERRA VISTA, AZ 85635 39-4629582 501(c)(3)
50,000
CITY OF MORRO BAY - HARBOR 595 HARBOR STREET MORRO BAY, CA 93442 04-1039583 501(c)(3)
42,500
1,662,295
99,803
116,611
10,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
CITY OF ASHLAND UTILITY DIVISION FINANCE DEPT 20 EAST MAIN STREET ASHLAND, OR 97520 44-2389675 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
ARKANSAS GAME AND FISH COMMISSION 1266 LOCK and DAM ROAD RUSSELLVILLE, AR 72802 56-1065985 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
ARIZONA DEPARTMENT OF WATER RESOURCE 3550 N CENTRAL AVENUE SUITE 200 PHOENIX, AZ 85012 25-1055678 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst.
Page: 6
WYPR 88 1 FM UNDERWRITING DEPARTMENT 2216 N CHARLES ST BALTIMORE, MD 21218 56-6041400
Schedule I, Part IV, Statement 1 Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
WATER RESEARCH AND TRAINING CENTER PO BOX 356 HAYFORK, CA 96041 91-0690372 501(c)(3)
110,648
THE WORLD BANK 1818 H STREET NW WASHINGTON, DC 20433 52-1449137 501(c)(3)
114,242
7,500
WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON, DC 20002 52-1257057 501(c)(3)
123,880
WINOUS POINT MARSH CONSERVANCY 3500 SOUTH LATTIMORE ROAD PORT CLINTON, OH 43452 34-1900372 501(c)(3)
106,258
WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX, NY 10460 13-1740011 501(c)(3)
8,252
WILDAID INC 744 MONTGOMERY ST SUITE 300
6,752
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
WWRC ACTION FUND 1402 THIRD AVE SUITE 507 SEATTLE, WA 98101 91-1445276 501(c)(4)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 7
Schedule I, Part IV, Statement 1 SAN FRANCISCO, CA 94111 EIN 20-3644441 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
WESTERN WASHINGTON AGRICULTURAL ASS 2017 CONTINENTAL PLACE SUITE 6 MOUNT VERNON, WA 98273 91-0699137 501(c)(3)
72,629
WESTERN PENNSYLVANIA CONSERVANCY 800 WATERFRONT DRIVE PITTSBURGH, PA 15222 25-1053485 501(c)(3)
67,950
WESTERN FOOTHILLS LAND TRUST PO BOX 107 NORWAY, ME 04268 01-6083123 501(c)(3)
63,466
WESTERN CAROLINA UNIVERSITY OFFICE OF RESEARCH ADMINISTRATION 110 CORDELIA CAMP BLDG CULLOWHEE, NC 28723 56-6001440 501(c)(3)
39,999
WELLS NATIONAL ESTUARINE RESEARCH RESERVE 342 LAUDHOLM FARM ROAD WELLS, ME 04090 01-0459976 501(c)(3)
6,000
WATERSHED RES AND TRAINING CTR P O BOX 356 HAYFORK C, CA 96041
6,992
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 8
Schedule I, Part IV, Statement 1 EIN 94-3116339 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
WASHINGTON WILDLIFE & RECREATION CO 1402 THIRD AVE SUITE 507 SEATTLE, WA 98101 91-1190821 501(c)(3)
12,500
WASHINGTON STATE UNIVERSITY SKAGIT COUNTY EXTENSION 306 SOUTH 1ST STREET MOUNT VERNON, WA 98273 91-6001108 501(c)(3)
19,466
VIRGINIA INSTITUTE OF MARINE SCIENCE CO CASHIER P O BOX 1346 GLOUCESTER POINT, VA 23062 54-2027915 501(c)(3)
73,364
VINEYARD CONSERVATION SOCIETY INC 57 DAVID AVENUE PO BOX 2189 VINEYARD HAVEN, MA 02568 04-2439882 501(c)(3)
15,000
VERMONT LAND TRUST 8 BAILEY AVENUE MONTPELIER, VT 05602 03-0264836 501(c)(3)
72,507
VERMONT CENTER FOR ECOSTUDIES P O BOX 420 NORWICH, VT 05055 51-0639429 501(c)(3)
24,049
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section
Page: 9
Schedule I, Part IV, Statement 1 Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
VAN BUREN CONSERVATION DISTRICT 1035 E MICHIGAN AVENUE PAW PAW, MI 49079 38-2986937 501(c)(3)
29,171
UTAH OPEN LANDS CONSERVATION ASSOCIATION 2188 SOUTH HIGHLAND DRIVE SUITE 203 SALT LAKE CITY, UT 84106 87-0480542 501(c)(3)
11,000
UTAH DIVISION OF WILDLIFE RESOURCES WASHINGTON COUNTY FIELD OFFICE 451 NORTH SR 318 HURRICANE, UT 84737 87-0403151 501(c)(3)
14,265
DEPT OF INTERIOR - USGS 271 NATIONAL CENTER RESTON V, VA 20192 51-0043899 501(c)(3)
50,765
127,676
23,839
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
USDA FOREST SERVICE C/O CITIBANK PO BOX 301550 LOS ANGELES, CA 90030 72-0564834 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation
Page: 10
US FISH & WILDLIFE SERVICE 2524 SOUTH FRONTAGE ROAD VICKSBURG, MS 39180 53-0201504 501(c)(3)
Schedule I, Part IV, Statement 1 Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
URI FOUNDATION 79 UPPER COLLEGE ROAD KINGSTON, RI 02881 53-7396044 501(c)(3)
24,000
URBAN GREENSPACES INSTITUTE PO BOX 6903 PORTLAND, OR 97228 93-1251573 501(c)(3)
5,028
UPPER SACO VALLEY LAND TRUST PO BOX 424 NORTH CONWAY, NH 03860 02-0521030 501(c)(3)
39,950
5,108
UNIVERSITY OF WISCONSIN 1 UNIVERSITY PLAZA PLATTEVILLE, WI 53818 39-6006492 501(c)(3)
13,027
UNIVERSITY OF WASHINGTON OFFICE OF SPONSORED PROGRAMS 4333 BROOKLYN AVE NE SEATTLE WA, WA 98195 91-6001537 501(c)(3)
83,058
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
UPPER DESCHUTES WATERSHED COUNCIL P O BOX 1812 BEND, OR 97709 91-1757262 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst.
Page: 11
Schedule I, Part IV, Statement 1 Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
UNIVERSITY OF SOUTH ALABAMA GRANTS AND CONTRACTS ACCOUNTINGA AD 362 MOBILE, AL 36688 63-0477348 501(c)(3)
23,862
UNIVERSITY OF NEW HAMPSHIRE SPONSORED PROGRAMS ADMIN SERVICE BLDG RM 109 DURHAM, NH 03824 26-0009371 501(c)(3)
15,800
UNIVERSITY OF MIAMI OFFICE OF RESEARCH ADMINISTRATION PO BOX 405803 ATLANTA GA, GA 30384 59-0624458 501(c)(3)
151,049
UNIVERSITY OF MASSACHUSETTS CONTROLLERS OFFICE 405 GOODELL BLDG 140 HICKS WAY AMHERST, MA 01033 04-3167352 501(c)(3)
168,286
UNIVERSITY OF ILLINOIS GRANTS AND CONTRACTS P O BOX 4610 SPRINGFIELD, IL 62708 37-6000511 501(c)(3)
85,745
UNIVERSITY OF CENTRAL FLORIDA 12201 RESEARCH PARKWAY SUITE 501 ORLANDO, FL 32826 59-2924021 501(c)(3)
28,900
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash
Page: 12
Schedule I, Part IV, Statement 1 Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
UNIVERSITY OF CALIFORNIA BERKELEY EXTRAMURAL FUNDS ACCOUNTING 2195 HEARST AVE BERKELEY, CA 94720 94-6002123 501(c)(3)
10,000
8,000
147,444
10,000
UNITED STATES GEOLOGICAL SURVEY MS271 NATIONAL CENTER RESTON, VA 20192 53-0196958 501(c)(3)
405,865
UC REGENTS UCSC CASHIER OFFICE 1156 HIGH STREET SANTA CRUZ, CA 95064 95-6006145 501(c)(3)
185,302
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
UNIVERSITY OF CALIFORNIA CENTRAL CASHIER OFFICE MC 0009 9500 GILMAN DRIVE LA JOLLA, CA 92093 95-6006144 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
UNIVERSITY OF ARIZONA PO BOX 3520 TUCSON, AZ 85722 74-2652689 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
UNIVERSITY ENTERPRISES INC 6000 J STREET SACRAMENTO, CA 95319 94-1337638 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash
Page: 13
Schedule I, Part IV, Statement 1 Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
TULSA AUDUBON SOCIETY PO BOX 330140 TULSA, OK 74133 73-1069723 501(c)(3)
7,000
TROUT UNLIMITED INC 1300 N0RTH 17TH STREET SUITE 500 ARLINGTON, VA 22209 38-1612715 501(c)(3)
95,491
TRI-ISLE RESOURCE CONSERVATION PO BOX 338 KAHULUI, HI 96733 99-0278397 501(c)(3)
267,264
TREASURER STATE OF MAINE 35 STATE HOUSE STATION AUGUSTA, ME 04333 01-6000001 501(c)(3)
18,000
TOWN OF INLET 160 STATE RT 28 PO BOX 179 INLET, NY 13360 14-6002253 501(c)(3)
20,000
TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE SAN JOSE, CA 95192 83-0403915 501(c)(3)
36,020
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Page: 14
Schedule I, Part IV, Statement 1 Name and address TOLEDO AREA METROPARKS 5100 WEST CENTRAL AVENUE TOLEDO, OH 43615 EIN 23-7222333 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
146,307
NATURE CONSERVANCY 0
27,557
THE WOODS HOLE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH, MA 02540 04-3005094 501(c)(3)
702,909
THE WILDLANDS TRUST PO BOX 2282 DUXBURY, MA 02331 04-2973205 501(c)(3)
215,000
THE WETLANDS CONSERVANCY P O BOX 1195 TUALATIN, OR 97062 93-0797197 501(c)(3)
10,055
THE TRUST FOR PUBLIC LAND 101 MONTGOMERY ST SUITE 900 SAN FRANCISCO, CA 94104 23-7222333 501(c)(3)
30,000
151,648
_
Name and address
THREE RIVERS ALLIANCE 8487 COUNTY ROAD K JOES, CO 80822 26-3070018 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 15
THE SALISBURY ASSOCIATION INC 24 MAIN STREET SALISBURY CT, CT 06068
Schedule I, Part IV, Statement 1 EIN 06-6054763 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
THE REGENTS OF THE UNIVERSITY OF MI 3003 S STATE STREET ANN ARBOR MI, MI 48109 38-6006309 501(c)(3)
57,222
THE REGENTS OF THE UNIVERSITY OF CA SPONSORED PROJECTS OFFICE 1156 HIGH STREET SANTA CRUZ, CA 95064 95-6006144 501(c)(3)
22,563
THE PRAIRIE ENTHUSIASTS PO BOX 1148 MADISON, WI 53701 39-1601574 501(c)(3)
10,458
THE PEW CHARITABLE TRUSTS ONE COMMERCE SQUARE 2005 MARKET STREET PHILADELPHIA PA, PA 19103 56-2307147 501(c)(3)
65,000
THE KEYSTONE CENTER 1628 STS JOHN ROAD KEYSTONE, CO 80435 84-0688506 501(c)(3)
30,000
THE KESTREL LAND TRUST PO BOX 1016 AMHERST, MA 01004 04-6243236
10,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN
Page: 16
Schedule I, Part IV, Statement 1 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
THE JANE GOODALL INSTITUTE 4245 N FAIRFAX DR STE 600 ARLINGTON, VA 22203 94-2474731 501(c)(3)
128,814
THE GREENWAY FOUNDATION 5299 DTC BOULEVARD SUITE 710 GREENWOOD VILLAGE, CO 80111 51-0193575 501(c)(3)
17,280
THE FUND FOR LAKE GEORGE INC 2199A STATE ROUTE 9 PO BOX 652 LAKE GEORGE, NY 12845 22-2565313 501(c)(3)
25,000
THE FRESHWATER TRUST 65 SW YAMHILL STREET SUITE 200 PORTLAND, OR 97204 93-0843521 501(c)(3)
8,694
THE CONSERVATION FUND 1655 N FORTH MEYER DRIIVE SUITE 1300 ARLINGTON, VA 22209 52-1388917 501(c)(3)
11,499
THE CONSERVANTION ALLIANCE PO BOX 1275 BEND, OR 97709 94-3100867 501(c)(3)
25,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation
Page: 17
Schedule I, Part IV, Statement 1 Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
THE COMMUNITY SCHOOL INC PO BOX 555 CAMDEN, ME 04843 01-0326419 501(c)(3)
10,000
THE CHAPARRAL LANDS CONSERVANCY PO BOX 141 MOUNT LAGUNA, CA 91948 27-0722038 501(c)(3)
50,000
THE BOARD OF REGENTS OF THE UNIVERS OF WISCONSIN SYSTEM UW MADISON GAR ACCOUNT DRAWER 538 RESEARCH ADMINISTRATION MILWAUKEE, WI 53278 39-6006492 501(c)(3)
44,449
THE AMERICAN ALPINE CLUB INC 710 10TH STREET GOLDEN, CO 80401 13-1611981 501(c)(3)
51,000
TEXAS GENERAL LAND OFFICE PO BOX 12873 MAIL CODE 151 AUSTIN, TX 78711 32-8945932 501(c)(3)
36,802
TEXAS AGRILIFE RESEARCH 400 HARVEY MITCHELL PARKWAY S COLLEGE STATION, TX 77845 74-6000541 501(c)(3)
15,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation
Page: 18
Schedule I, Part IV, Statement 1 Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
TEJON RANCH CONSERVANCY PO BOX 216 FRAZIER PARK, CA 93225 26-2839563 501(c)(3)
175,000
TAMARISK COALITION P O BOX 1907 GRAND JUNCTION, CO 81502 27-0007315 501(c)(3)
9,000
SYCAMORE LAND TRUST INC PO BOX 7801 BLOOMINGTON, IN 47407 35-1830637 501(c)(3)
29,600
SUPERIOR WATERSHED PARTNERSHIP 2 PETER WHITE DR MARQUETTE, MI 49855 38-3492677 501(c)(3)
19,619
142,900
7,500
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
GEORGES RIVER LAND TRUST 8 NORTH MAIN STREET ROCKLAND, ME 04841 01-0424837 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
STREAMWATCH INC PO BOX 681 CHARLOTTESVILLE, VA 22902 27-2462092 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Page: 19
Schedule I, Part IV, Statement 1 Name and address STILLAGUAMISH TRIBE OF INDIANS NATURAL RESOURCES DEPARTMENT P O BOX 277 ARLINGTON, WA 98223 EIN 91-0920666 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
41,625
NATURE CONSERVANCY 0
STATE OF WASHINGTON DEPT OF FISH AND WILDLIFE 600 CAPITOL WAY NORTH MAIL STOP 43200 OLYMPIA, WA 98501 45-8934761 501(c)(3)
12,419
STATE OF MICHIGAN PO BOX 30446 DNR FISHERIES DIVISION LANSING, MI 48909 38-6000134 501(c)(3)
43,307
234,674
7,500
31,172
_
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
STANFORD UNIVERSITY P O BOX 44253 SAN FRANCISCO, CA 94144 94-1156365 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
ST MARYS COLLEGE OF MARYLAND 18952 E FISHER ROAD ST MARYS CITY, MD 20686 52-0936189 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
SOUTHWEST MICHIGAN LAND CONSERVANCY 6851 SPRINKLE ROAD PORTAGE, MI 49002 38-3038708 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
Page: 20
Schedule I, Part IV, Statement 1
NATURE CONSERVANCY
_
Name and address
SOUTHWEST BADGER RESOURCE CONSERVATORY PO BOX 753 1370 N WATER STREET PLATTEVILLE, WI 53818 39-1759169 501(c)(3)
15,000
SOUTHERN UTAH WILDERNESS ALLIANCE 425 EAST 100 SOUTH SALT LAKE CITY, UT 84111 94-2936961 501(c)(3)
10,000
SOLVE 2000 SW 1ST AVE SUITE 400 PORTLAND, OR 97201 93-0579286 501(c)(3)
20,000
9,000
129,836
9,326
16,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
SOCIETY FOR CONSERVATION GIS 1726 SE MILLER STREET PORTLAND, OR 97202 84-1424973 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
SKAGIT RIVER SYSTEM COOPERATIVE P O BOX 368 LA CONNER, WA 98257 91-0969916 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
SHAWNEE RCD AREA INC 354 State Highway 145 N Simpson, IL 62985 37-1368038 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 21
SEQUOIA RIVERLANDS TRUST 427 SOUTH GARDEN STREET
Schedule I, Part IV, Statement 1 VISALIA, CA 93277 EIN 77-0347417 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
SEBASTICOOK REGIONAL LAND TRUST PO BOX 184 UNITY, ME 04988 20-2644192 501(c)(3)
7,500
SCENIC HUDSON LAND TRUST INC ONE CIVIC CENTER PLAZA SUITE 200 POUGHKEEPSIE, NY 12601 23-7148333 501(c)(3)
10,000
SCARBOROUGH LAND CONSERVATION TRUST PO BOX 1237 SCARBOROUGH, ME 04070 01-0352474 501(c)(3)
50,150
SC DNR MARINE RESOURCES DIVISION P O BOX 12559 CHARLESTON, SC 29422 57-6000286 501(c)(3)
20,429
SAVORY INSTITUTE ORG INC 637B SOUTH BROADWAY STREET SUITE 124 BOULDER, CO 80305 45-4134319 501(c)(3)
27,500
9,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 22
SAVE THE DUNES CONSERVATION FUND 444 BARKER ROAD
Schedule I, Part IV, Statement 1 MICHIGAN CITY, IN 46360 EIN 35-1915468 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
SAVE OUR CANYONS PO BOX 112017 SALT LAKE CITY, UT 84147 74-2443535 501(c)(3)
15,000
SANTA CLARA PUEBLO PO BOX 580 ESPANOLA, NM 87532 85-0232968 501(c)(3)
27,000
SANDY RIVER BASIN WATERSHED COUNCIL PO BOX 869 SANDY, OR 97055 93-1294148 501(c)(3)
49,800
RUTGERS THE STATE UNIVERSITY OF NEW 65 DAVIDSON RD PISCATAWAY, NJ 08854 22-6001086 501(c)(3)
10,840
ROOT RIVER SOIL & WATER CONSERVATIO 805 N HWY 4476 SUITE 1 AGRICULTURAL SERVICE CENTER CALEDONIA, MN 55485 41-6005804 501(c)(3)
10,000
RIVANNA RIVER BASIN COMMISSION 801 W MAIN STREET SUITE 202 CHARLOTTESVILLE, VA 22903 46-3329889
70,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN
Page: 23
Schedule I, Part IV, Statement 1 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
RIO GRANDE HEADWATERS LAND TRUST PO BOX 444 DEL NORTE, CO 81132 84-1495770 501(c)(3)
10,000
RESOURCES LEGACY FUND 555 CAPITOL MALL SUITE 675 SACRAMENTO, CA 95814 95-4703838 501(c)(3)
505,151
REGENTS OF THE UNIVERSITY OF MINNESOTA NW 5957 PO BOX 1450 MINNEAPOLIS, MN 55485 41-6007513 501(c)(3)
103,625
RAINFOREST ALLIANCE INC CO SMARTWOOD PROGRAM 665 BROADWAY SUITE 500 NEW YORK, NY 10012 13-3377893 501(c)(3)
826,189
QUINAULT INDIAN NATION PO BOX 189 TAHOLAH, WA 98587 91-0760952 501(c)(3)
287,805
26,962
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation
Page: 24
PUGET SOUND RESTORATION FUND 590 MADISON AVENUE NORTH BAINBRIDGE ISLAND, WA 98110 91-1773965 501(c)(3)
Schedule I, Part IV, Statement 1 Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
PLEASANT RIVER WILDLIFE FOUNDATION PO BOX 154 ADDISON, ME 04606 31-1631801 501(c)(3)
32,980
TRUCKEE DONNER LAND TRUST 10069 WEST RIVER ST SUITE C1 TRUCKEE, CA 96161 68-0245327 501(c)(3)
50,000
522,821
PARK PRIDE ATLANTA INC 233 PEACHTREE STREET NE SUITE 1600 ATLANTA, GA 30303 58-1883895 501(c)(3)
15,000
PACIFIC MARINE STATES FISHERIES COMMISSION 205 SE SPOKANE STREET SUITE 100 PORTLAND, OR 97202 93-6002376 501(c)(3)
48,242
OSWEGO COUNTY SOIL & WATER CONSERVA 3105 New York 3 FULTON, NY 13069 15-6002510 501(c)(3)
20,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
PENOBSCOT RIVER RESTORATION TRUST P O BOX 5695 AUGUSTA, ME 04332 20-1437259 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst.
Page: 25
Schedule I, Part IV, Statement 1 Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
OREGON WILDLIFE HERITAGE FOUNDATION 1122 NE 122ND AVE SUITE 114B PORTLAND, OR 97230 93-0797904 501(c)(3)
25,000
OREGON PUBLIC BROADCASTING 7140 SW MACADAM AVENUE PORTLAND, OR 97219 93-0814638 501(c)(3)
10,055
5,028
OKLAHOMA PRESCRIBED BURN ASSOCIATION CO M D DOMINICK 6223 N SANGRE RD STILLWATER, OK 74075 46-0663267 501(c)(3)
10,000
OHIO DEPARTMENT OF NATURAL RESOURCE 2045 MORSE RD H1 COLUMBUS, OH 43229 31-1334820 501(c)(3)
72,227
OFFICE OF SPONSORED PROGRAMS DUKE UNIVERSITY 2200 WEST MAIN STREET STE 300 DURHAM, NC 27705 56-0532129 501(c)(3)
25,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
OREGON FOOD BANK INC PO BOX 55370 PORTLAND, OR 97238 93-0785786 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Page: 26
Schedule I, Part IV, Statement 1 Name and address NOVA SOUTHEASTERN UNIVERSITY INC 3301 COLLEGE AVENUE FT LAUDERDALE, FL 33314 EIN 59-1083502 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
33,977
NATURE CONSERVANCY 0
NORTHERN ILLINOIS UNIVERSITY GRANTS FISCAL ADMINISTRATION LOWDEN HALL 201 DEKALB, IL 60115 36-6008480 501(c)(3)
26,211
NORTHERN ARIZONA UNIVERSITY PO BOX 4070 FLAGSTAFF, AZ 86011 74-2579628 501(c)(3)
5,071
NORTHEAST WISCONSIN LAND TRUST INC 14 TRI PARK WAY SUITE 1 APPLETON, WI 54130 39-1867891 501(c)(3)
20,000
NORTH SHORE LAND ALLIANCE INC 151 POST ROAD OLD WESTBURY, NY 11568 56-2368769 501(c)(3)
20,000
NORTH HERON LAKE GAME PRODUCERS ASSOCIATION P O BOX 43 WINDOM, MN 56101 41-6057565 501(c)(6)
20,000
230,000
_
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 27
NORTH DAKOTA CONSERVATION FUND
Schedule I, Part IV, Statement 1 1605 E CAPITAL AVENUE SUITE 101 BISMARCK ND, ND 58501 EIN 45-0460767 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
NEW VENTURE FUND 734 15TH STREET NW SUITE 600 WASHINGTON, DC 20005 20-5806345 501(c)(3)
197,500
NC DEPARTMENT OF ENVIRONMENT AND NATURAL RESOURCES DIVISION OF MARINE FISHERIES 3441 ARENDELL ST MOREHEAD CITY, NC 28557 56-1611588 501(c)(3)
300,000
12,000
NATURAL RESOURCES DEFENSE COUNCIL INC 40 W 20TH STREET NEW YORK, NY 10011 13-2654926 501(c)(3)
177,500
NATURAL HERITAGE TRUST FUND NYS DEC 625 BROADWAY ALBANY, NY 12233 16-1019635 501(c)(3)
175,000
NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DRIVE
55,855
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
NATUREBRIDGE 28 GEARY STREET SUITE 650 SAN FRANCISCO, CA 94108 94-2145930 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 28
Schedule I, Part IV, Statement 1 RESTON, VA 20190 EIN 53-0204616 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
NATIONAL FOREST FOUNDATION BUILDING 27 SUITE 3 FORT MISSOULA ROAD MISSOULA, MT 59804 52-1786332 501(c)(3)
60,000
NATIONAL FISH & WILDLIFE FOUNDATION 1133 15TH STREET NW SUITE 100 ACCOUNTING DEPARTMENT WASHINGTON, DC 20005 52-1384139 501(c)(3)
66,000
NATIONAL AUDUBON SOCIETY 225 VARICK STREET 7TH FLOOR NEW YORK, NY 10014 13-1624102 501(c)(3)
18,676
MOWER SOIL AND WATER CONSERVATION DISTRICT 1408 21ST AVE NW STE 2 AUSTIN, MN 55912 41-6008652 501(c)(3)
25,206
MOUNT GRACE LAND CONSERVATION TRUST 1461 OLD KEENE ROAD ATHOL, MA 01331 04-2938967 501(c)(3)
10,000
MOTE MARINE LABORATORY 1600 KEN THOMPSON PARKWAY
17,075
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 29
Schedule I, Part IV, Statement 1 SARASOTA, FL 34236 EIN 59-0756643 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
STATE OF MAINE BUREAU OF PARKS & LAND 22 STATE HOUSE STN 18 ELKINS LANE AUGUSTA ME, ME 04333 01-6000001 501(c)(3)
200,000
MONTANA ASSOC OF LAND TRUSTS PO BOX 892 HELENA, MT 59624 81-0506868 501(c)(3)
10,000
MINNESOTA LAND TRUST 2356 UNIVERSITY AVE WEST SUITE 240 ST PAUL, MN 55114 41-1713652 501(c)(3)
15,000
MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD ROOM 301 CONTRACT AND GRANT ADMINISTRATION EAST LANSING, MI 48824 38-6005984 501(c)(3)
159,334
PLEASANT RIVER WILDLIFE FOUNDATION P O BOX 154 ADDISON, ME 04606 31-1631801 501(c)(3)
82,500
3,155,738
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN
Page: 30
NJ DEPT OF ENVIRONMENTAL PROTECTION 401 E STATE STREET TRENTON, NJ 08625 21-6000928
Schedule I, Part IV, Statement 1 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
MIANUS RIVER GORGE PRESERVE INC GIBB HOUSE 167 MIANUS RIVER ROAD BEDFORD, NY 10506 13-3523329 501(c)(3)
658,552
42,292
MERIDIAN INSTITUTE PO BOX 1829 DILLON, CO 80435 84-1435420 501(c)(3)
8,600
MENDOCINO COUNTY RESOURCE CONSERVATION DISTRICT 206 MASON STREET SUITE F UKIAH, CA 95482 84-1435420 501(c)(3)
8,000
MEDICINE BOW CONSERVATION DISTRICT CO TODD G HEWARD P O BOX 6 MEDICINE BOW, WY 82329 83-0251468 501(c)(3)
20,000
MCKENZIE RIVER TRUST 1245 PEARL STREET EUGENE, OR 97401 93-1029808 501(c)(3)
25,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
MESC DAUPHIN ISLAND SEA LAB 101 BIENVILLE BLVD DAUPHIN ISLAND, AL 36528 63-0779657 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation
Page: 31
Schedule I, Part IV, Statement 1 Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
MARIPOSA COUNTY RESOURCE CONSERVATION P O BOX 746 MARIPOSA, CA 95338 77-0438850 501(c)(3)
10,000
MAHOOSUC LAND TRUST CO JAMES MITCHELL EXEC DIRECTOR P O BOX 981 BETHEL, ME 04217 01-0447619 501(c)(3)
25,000
1,500,429
LEELANAU CONSERVANCY PO BOX 1007 LELAND, MI 49654 38-2710855 501(c)(3)
94,319
GREAT WORKS REGIONAL LAND TRUST 610 MAIN STREET OGUNQUIT, ME 03907 22-2736228 501(c)(3)
40,799
LAND TRUST FOR THE MISSISSIPPI COAST P O BOX 245 BILOXI, MS 39533 64-0936130 501(c)(3)
15,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
LOMAKATSI RESTORATION PROJECT PO BOX 3084 ASHLAND, OR 97520 93-1163452 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash
Page: 32
Schedule I, Part IV, Statement 1 Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
LAND TRUST ALLIANCE 1660 L STREET NW SUITE 1100 WASHINGTON, DC 20036 04-2751357 501(c)(3)
57,500
LAND CONSERVANCY OF W MICHIGAN 1345 MONROE AVENUE NW SUITE 324 GRAND RAPIDS, MI 49505 38-2363129 501(c)(3)
61,650
LAKE GEORGE LAND CONSERVANCY INC PO BOX 1250 LAKE SHORE DRIVE BOLTON LANDING, NY 12814 22-2902944 501(c)(3)
10,000
6,000
145,000
30,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
LAKE COUNTY LAND TRUST PO BOX 711 LOWER LAKE, CA 95457 68-0332712 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
KENNEBEC LAND TRUST 134 MAIN STREET WINTHROP, ME 04364 01-0440729 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst.
Page: 33
KOSCIUSKO COUNTY SOIL & WATER CONSERVATION DISTRICT 217 E BELL DRIVE WARSAW, IN 46585 35-1172663 501(c)(3)
Schedule I, Part IV, Statement 1 Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
KENNEBEC LAND TRUST PO BOX 261 WINTHROP, ME 04364 01-0440729 501(c)(3)
10,000
KENNEBEC ESTUARY LAND TRUST 92 FRONT STREET PO BOX 1128 BATH, ME 04531 01-0446468 501(c)(3)
15,000
KEEP IT GREEN CO THE TRUST FOR PUBLIC LAND 20 COMMUNITY PLACE 2ND FLOOR MORRISTOWN, NJ 07960 23-7222333 501(c)(3)
10,000
BLOCK ISLAND CONSERVANCY INC PO BOX 84 BLOCK ISLAND, RI 02807 23-7226378 501(c)(3)
86,316
IUCN WORLD CONSERVATION UNION 1630 CONNECTICUT AVE NW 3RD FLOOR WASHINGTON, DC 20009 52-1443147 501(c)(3)
50,000
IOWA STATE UNIVERSITY SCIENCE AND TECHNOLOGY 3606 ADMIN SVCS BUILDING AMES, IA 50011 42-6004224 501(c)(3)
10,240
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst.
Page: 34
Schedule I, Part IV, Statement 1 Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
IOWA NATURAL HERITAGE FOUNDATION 505 FIFTH AVE SUITE 444 DES MOINES, IA 50309 42-1127544 501(c)(3)
35,000
INTL CONSERVATION CAUCUS FDN ICCF 25786 GEORGETOWN STATION WASHINGTON, DC 20007 83-0449176 501(c)(3)
40,000
HYDABURG COOPERATIVE ASSOCIATION PO BOX 349 HYDABURG, AK 99922 91-0485847 501(c)(3)
5,080
NORTH CAROLINA COASTAL LAND TRUST 1108 W MAIN STREET ELIZABETH CITY, NC 27909 56-1791849 501(c)(3)
490,000
STATE OF MAINE IFW 41 STATE HOUSE STATION AUGUSTA, ME 04333 01-6000001 501(c)(3)
167,851
BELGRADE REGIONAL CONSERVATION ALLIANCE P O BOX 250 BELGRADE LAKE, ME 04918 04-3047156 501(c)(3)
115,000
HELENA ABSTRACT AND TITLE CO
250,000
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 35
Schedule I, Part IV, Statement 1 P O BOX 853 MONTAN CLUB BLDG 6TH AND FULLER HELENA, MT 59624 EIN 81-0145920 IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
BANGOR LAND TRUST 8 HARLOW STREET BANGOR, ME 04402 33-0997433 501(c)(3)
276,000
10,500
5,500
GREATER OREGON CITY WATERSHED COUNCIL PO BOX 927 OREGON CITY, OR 97045 27-2507688 501(c)(3)
11,019
GREATER LOVELL LAND TRUST P O BOX 181 CENTER LOVELL, ME 04016 22-2724055 501(c)(3)
95,000
GREAT WORKS REGIONAL LAND TRUST P O BOX 151 SOUTH BERWICK, ME 03908
95,091
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
GREEN MOUNTAIN COLLEGE 1 BRENNAN CIRCLE POULTNEY, VT 05764 03-0179299 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
GREATER YELLOWSTONE COALITION PO BOX 1874 BOZEMAN, MT 59771 81-0414042 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 36
Schedule I, Part IV, Statement 1 EIN 22-2736228 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
GREAT LAKES COMMISSION 2805 S INDUSTRIAL HWY SUITE 100 ANN ARBOR, MI 48104 38-6027814 501(c)(3)
10,000
GRAND TRAVERSE REGIONAL LAND CONSERVANCY 3860 N LONG LAKE ROAD SUITE D TRAVERSE CITY, MI 49684 38-2994229 501(c)(3)
114,268
GOLD RIDGE RESOURCE CONSERVATION DISTRICT PO BOX 1064 ATTN BRITANY HECK OCCIDENTAL, CA 95465 94-2466509 501(c)(3)
31,937
GLEN HELEN ECOLOGY INSTITUTE ONE MORGAN PLACE YELLOW SPRINGS, OH 45387 26-1672457 501(c)(3)
35,468
FLORIDA FISH & WILDLIFE CONSERVATION COMMISSION FWC FWRI 100 EIGHTH AVE SE ST PETERSBURG, FL 33701 51-9105849 501(c)(3)
47,817
5,500
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 37
FIVE VALLEYS LAND TRUST P O BOX 8953 MISSOULA, MT 59807
Schedule I, Part IV, Statement 1 EIN 23-7182055 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
FIRST AMERICAN TITLE COMPANY 60 WEST MARKET SUITE 140 SALINAS, CA 93901 95-2566122
731,730
SEQUOIA RIVERLANDS TRUST 427 SOUTH GARDEN STREET VISALIA, CA 93277 77-0347417 501(c)(3)
50,000
FILLMORE SOIL AND WATER CONS DISTRICT 900 WASHINGTON STREET NW BOX A PRESTON, MN 55965 80-0121638 501(c)(3)
10,000
FOREST SOCIETY OF MAINE 115 FRANKLIN STREET BANGOR, ME 04401 02-0413555 501(c)(3)
42,000
5,200
131,912
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
ELEPHANT HUMAN RELATIONS AID USA INC 19 THE REGISTRY EAST QUOGUE, NY 11942 27-2792389 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation
Page: 38
ECOTRUST 721 NW NINTH AVE SUITE 200 PORTLAND, OR 97209 93-1050144 501(c)(3)
Schedule I, Part IV, Statement 1 Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
EATON PEABODY P O BOX 4 ORONO, ME 03908 01-0373027
197,200
6,000
43,500
1,178,469
DOWNEAST SALMON FEDERATION PO BOX 201 COLUMBIA FALLS, ME 04623 01-0532938 501(c)(3)
22,000
CORNELL COOPERATIVE EXTENSION OF SUFFOLK COUNTY 423 GRIFFING AVENUE RIVERHEAD, NY 11901 16-6072889 501(c)(3)
11,468
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EARTHWATCH INSTITUTE 114 WESTERN AVE BOSTON, MA 02134 23-7168440 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
DUKE UNIVERSITY OFFICE OF RESEARCH SUPPORT 2200 W MAIN ST DURHAM, NC 27705 56-0532129 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
DUCKS UNLIMITED INC GREAT LAKES ATLANTIC REG OFFICE 1220 EISENHOWER PLACE ANN ARBOR, MI 48108 13-5643799 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation
Page: 39
Schedule I, Part IV, Statement 1 Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
CORAL RESTORATION FOUNDATION INC 112 GARDEN STREET TAVERNIER, FL 33070 65-1054647 501(c)(3)
7,455
CONSERVATION STRATEGY FUND 1160 G STREET SUITE A 1 ARCATA, CA 95521 94-3294843 501(c)(3)
40,175
CONSERVATION INTERNATIONAL 2011 CRYSTAL DRIVE SUITE 500 ARLINGTON, VA 22202 52-1497470 501(c)(3)
179,485
7,438
COLORADO SPRINGS UTILITIES PO BOX 1103 MC 929 COLORADO SPRINGS, CO 80901 84-6000574 501(c)(3)
28,798
COLORADO COLLEGE 14 EAST CACHE LA POUDRE ST CONFERENCE OFFICE COLORADO SPRINGS, CO 80903 84-0402510 501(c)(3)
8,774
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
COLUMBIA LAND TRUST 1351 OFFICERS ROW VANCOUVER, WA 98661 94-3140861 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst.
Page: 40
Schedule I, Part IV, Statement 1 Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
COLORADO CATTLEMENS ASSOCIATION 8833 RALSTON RD ARVADA, CO 80002 84-0174480 501(c)(6)
65,500
COASTAL CAROLINA UNIVERSITY P O BOX 261954 CONWAY, SC 29528 57-0977955 501(c)(3)
10,355
5,405
COALITION FOR THE UPPER SOUTH PLATTE P O BOX 726 LAKE GEORGE, CO 80827 84-1469785 501(c)(3)
48,429
CLCV EDUCATION FUND 350 FRANK H OGAWA PLAZA SUITE 1100 OAKLAND, CA 94612 94-3232552 501(c)(3)
10,500
CLACKAMAS COUNTY SOIL AND WATER 221 MOLALLA AVENUE SUITE 102 OREGON CITY, OR 97045 93-0960499 501(c)(3)
21,300
TEc*msEH LAND TRUST TEc*msEH LAND TRUST P O BOX 417
98,937
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
COALITION TO RESTORE COASTAL LOUISIANA 6160 PERKINS ROAD SUITE 225 BATON ROUGE, LA 70808 72-1115589 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
Page: 41
Schedule I, Part IV, Statement 1 YELLOW SPRINGS, OH 45387 EIN 31-1313236 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
CITIZENS TO SAVE MAINES HERITAGE 1 BOWDOIN MILL ISLAND SUITE 201 TOPSHAM, ME 04086 90-0592814 501(c)(3)
15,000
7,800
CHATTAHOOCHEE VALLEY LAND TRUST INC PO BOX 175 COLUMBUS, GA 31902 58-2498676 501(c)(3)
54,170
CHANNEL ISLANDS MARINE RESOURCE INS PO BOX 1627 PORT HUENEME, CA 93044 77-0451614 501(c)(3)
8,469
CENTRAL OREGON FOREST STEWARDSHIP FOUNDATION 334 NE HAWTHORNE AVE BEND, OR 97701 27-2703426 501(c)(3)
5,050
70,377
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
CHESTER RIVER ASSOCIATION INC 400 S CROSS STREET SUITE 2 CHESTERTOWN, MD 21620 52-2147118 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN
Page: 42
CENTRAL MICHIGAN UNIVERSITY GRANT ACCOUNTING WA 304 MT PLEASANT, MI 48859 38-6004447
Schedule I, Part IV, Statement 1 IRC code section 501(c)(3) Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
CENTRAL CALIFORNIA SEAFOOD MARKETING ASSOCIATION INC 1321 14TH ST LOS OSOS, CA 93402 46-1988665 501(c)(6)
35,000
CENTER FOR NATURAL LANDS MANAGEMENT 27258 VIA INDUSTRIA SUITE B TEMECULA, CA 92590 68-0233573 501(c)(3)
605,589
SOUTHEAST LAND TRUST OF NH 12 CENTER STREET EXTER, NH 03833 02-0355374 501(c)(3)
152,327
54,464
130,114
47,898
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
CAPE COD COMMERCIAL HOOK FISHERMENS ASSOC 1566 MAIN STREET CHATHAM, MA 02633 04-3138784 501(c)(6)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
CANAAN VALLEY INSTITUTE 494 RIVERSTONE ROAD DAVIS, WV 26260 55-0747132 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section
Page: 43
CALAPOOIA WATERSHED COUNCIL PO BOX 844 BROWNSVILLE, OR 97327 26-4228349 501(c)(3)
Schedule I, Part IV, Statement 1 Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
BOWLING GREEN STATE UNIVERSITY CONTROLLERS OFFICE 907 ADMINISTRATION BLDG BOWLING GREEN, OH 43403 34-6402018 501(c)(3)
25,983
BOARD OF REGENTS UNIVERSITY OF WISCONSIN SYSTEM UW MADISON GAR ACCOUNT RESEARCH ADMIN FINANCIALDRAWER 538 MILWAUKEE, WI 53278 39-6006492 501(c)(3)
66,588
BETTER WORLD FUND INC 1800 MASSACHUSETTS AVE NW SUITE 400 WASHINGTON, DC 20036 58-2366765 501(c)(3)
30,312
150,000
BARR UNGER AND MCINTOSH LLC 806 OYSTER PARK SUITE B EDISTO ISLAND, SC 29438 57-1065846
59,312
AUDUBON SOCIETY 5151 NW CORNELL ROAD PORTLAND, OR 97210 93-6026088 501(c)(3)
20,115
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
BLUE HILL HERITAGE TRUST 258 MOUNTAIN ROAD BLUE HILL, ME 04614 22-2655830 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section
Page: 44
Schedule I, Part IV, Statement 1 Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
ATLANTIC SALMON FEDERATION 14 MAINE STREET STE 406 BRUNSWICK, ME 04011 13-2618801 501(c)(3)
40,000
AMERICAN CHESTNUT LAND TRUST P O BOX 2363 PRINCE FREDERICK, MD 20678 52-1489614 501(c)(3)
20,000
AMERICAN BIRD CONSERVANCY P O BOX 249 THE PLAINS, VA 20198 52-1501259 501(c)(3)
10,055
ALLIANCE FOR WATER STEWARDSHIP CO KARIN KRCHNAK 4245 NORTH FAIRFAX DRIVE ARLINGTON, VA 22203 27-1243253 501(c)(3)
125,000
ALABAMA COASTAL FOUNDATION INC PO BOX 1073 MOBILE, AL 36633 58-2050101 501(c)(3)
21,978
123,772
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Name and address
EIN IRC code section Method of valuation Desc. of Non-Cash
Page: 45
AFRICAN WILDLIFE FOUNDATION 1400 16TH STREET NW SUITE 120 WASHINGTON, DC 20036 52-0781390 501(c)(3)
Schedule I, Part IV, Statement 1 Asst. Purpose of grant Conservation Activity
NATURE CONSERVANCY
_
Name and address
ACCESS FUND 207 CANYON BLVD SUITE 201S BOULDER, CO 80302 94-3131165 501(c)(3)
EIN IRC code section Method of valuation Desc. of Non-Cash Asst. Purpose of grant Conservation Activity _
Page: 46
15,500
SCHEDULE J (Form 990) Department of the Treasury Internal Revenue Service Name of the organization
Compensation Information
OMB No. 1545-0047
2012
For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees ▶ Complete if the organization answered "Yes" to Form 990, Part IV, line 23. ▶ Attach to Form 990. ▶ See separate instructions.
Open to Public Inspection
Employer identification number
NATURE CONSERVANCY
Part I
53-0242652
Questions Regarding Compensation Yes
1a
Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items. ✔
First-class or charter travel Travel for companions Tax indemnification and gross-up payments Discretionary spending account
Housing allowance or residence for personal use Payments for business use of personal residence Health or social club dues or initiation fees Personal services (e.g., maid, chauffeur, chef)
b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbursem*nt or provision of all of the expenses described above? If “No,” complete Part III to explain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? . . . . .
2
No
1b
✔
2
✔
4a 4b 4c
✔
Indicate which, if any, of the following the filing organization used to establish the compensation of the organization’s CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
3
✔ ✔ ✔
Compensation committee Independent compensation consultant Form 990 of other organizations
✔ ✔ ✔
Written employment contract Compensation survey or study Approval by the board or compensation committee
During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
4
a Receive a severance payment or change-of-control payment? . . . . . . . . . . . . . . . b Participate in, or receive payment from, a supplemental nonqualified retirement plan? . . . . . . . c Participate in, or receive payment from, an equity-based compensation arrangement? . . . . . . . If “Yes” to any of lines 4a–c, list the persons and provide the applicable amounts for each item in Part III.
5
✔ ✔
Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5–9. For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of:
a The organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . b Any related organization? . . . . . . . . . . . . . . . . . . . . . . . . If “Yes” to line 5a or 5b, describe in Part III. For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any 6 compensation contingent on the net earnings of:
. .
. .
. .
5a 5b
✔ ✔
a The organization? . . . . . . . . . . . . . . . . . . b Any related organization? . . . . . . . . . . . . . . . If “Yes” to line 6a or 6b, describe in Part III. 7 For persons listed in Form 990, Part VII, Section A, line 1a, did the payments not described in lines 5 and 6? If “Yes,” describe in Part III .
. .
. .
. .
6a 6b
✔ ✔
7
✔
8
✔
8
9
. .
. .
. .
. .
. .
. .
. .
. .
. .
organization provide any non-fixed . . . . . . . . . . . .
Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If “Yes,” describe in Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes” to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? . . . . . . . . . . . . . . . . . . . . . . . .
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
9
Schedule J (Form 990) 2012
Schedule J (Form 990) 2012
Part II
Page
2
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII. Note. The sum of columns (B)(i)–(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual. (B) Breakdown of W-2 and/or 1099-MISC compensation (i) Base compensation
(A) Name and Title
1
Mark R Tercek, Director, President & CEO
Stephen C Howell, Chief Financial and Administrative 2 Officer Joseph J Keenan, Regional Director 3 Charles Bedford, Regional Director 4 Mark Burget, Executive VP and Regional Director 5 Brian McPeek, Chief Operations Officer 6 William Ginn, Chief Conservation Officer 7 Glenn Prickett, Chief External Affairs Officer 8 Audrey Im, Director of Philanthropy 9 JeanLouis B Ecochard, Chief Information Officer 10 Philip Tabas, General Counsel (Part Year) 11 R Geoffrey Rochester, Chief Marketing Officer 12 Angela Sosdian, Director Development & Gift Planning 13 Xingsheng Zhang, Managing Director, North Asia 14 Catherine Nardone, Vice President & Chief Development 15 Officer Peter Kareiva, Chief Scientist 16
(i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii)
520,249 0 338,333 0 261,601 0 242,059 0 387,363 0 343,380 0 337,943 0 312,864 0 127,321 0 364,366 0 268,239 0 280,158 0 258,961 0 321,415 0 260,349 0 255,314 0
(ii) Bonus & incentive compensation
80,000 0 10,100 0 0 0 11,204 0 40,000 0 42,925 0 13,100 0 10,000 0 0 0 0 0 10,000 0 20,200 0 788 0 0 0 5,900 0 15,900 0
(iii) Other reportable compensation
15,898 0 11,874 0 178,646 0 144,905 0 4,383 0 11,512 0 16,441 0 3,990 0 184,042 0 0 0 11,240 0 2,642 0 3,960 0 0 0 2,533 0 5,371 0
(C) Retirement and other deferred compensation
18,058 0 20,000 0 20,000 0 16,197 0 18,277 0 17,000 0 20,000 0 17,000 0 10,278 0 0 0 15,231 0 10,030 0 20,000 0 0 0 17,000 0 828 0
(D) Nontaxable benefits
12,616 0 13,073 0 14,961 0 15,549 0 12,280 0 13,073 0 8,192 0 12,616 0 4,669 0 0 0 8,183 0 4,978 0 12,605 0 2,379 0 5,142 0 12,603 0
(E) Total of columns (B)(i)–(D)
646,821 0 393,380 0 475,208 0 429,914 0 462,303 0 427,890 0 395,676 0 356,470 0 326,310 0 364,366 0 312,893 0 318,008 0 296,314 0 323,794 0 290,924 0 290,016 0
(F) Compensation reported as deferred in prior Form 990
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 0
Schedule J (Form 990) 2012
Page 3 Part III Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information. Schedule J (Form 990) 2012
Schedule J, Part I, Line 1a - Consistent with the Conservancy's Standard Operating Procedure for Travel and Expense Reporting, and in very limited circ*mstances, Key Employees have purchased 1st Class airfare. The circ*mstances included: 1) when no economy fares were available and the employee's business schedule required them to take the flight; and 2) when the employee's changing business schedule required them to book a refundable ticker and there was no difference in price between first class and economy.
Schedule J, Part I, Line 3 - The President and Chief Executive Officer's compensation is reviewed annually by the Board of Directors. In order to establish the reasonableness of his overall compensation, the Conservancy engages an independent compensation consultant who utilizes Forms 990 from other organizations, as well as, compensation surveys and studies.
Schedule J, Part I, Line 4 - Pursuant to IRC Sec. 457(b), the Conservancy maintains a supplemental deferred compensation plan in which certain officers and key employees are eligible to participate.
Schedule J (Form 990) 2012
SCHEDULE J-1 (Form 990)
OMB No. 1545-0047
Continuation Sheet for Schedule J (Form 990) ©
2012
Attach to Form 990 to list additional information for Schedule J (Form 990), Part II.
Open to Public Inspection
Department of the Treasury Internal Revenue Service
Name of the organization
Employer identification number
NATURE CONSERVANCY
53
Part I
0242652
Continuation of Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (Schedule J, Part II) (B) Breakdown of W-2 and/or 1099-MISC compensation (i) Base compensation
(A) Name and Title
Janine Wilkin, Chief of Staff
(i) (ii)
Robert McKim, Division Director
(i) (ii)
John Cook, Division Director
(i) (ii)
Michael Sweeney, State Director
(i) (ii)
Rebecca Bowen, Principal Development Officer Bruce Runnels, Conservation Risk Officer Addison Dana, Vice President & Director of Investments Karen Poiani, Chief Conservation Strategy Officer Karen Berky, Division Director
(i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii)
Elizabeth D Ward, Director (i) Editorial and Strategic (ii) Development Robert Bendick, Gulf of Mexico (i) Program Director (ii) Katherine Skinner, State Director (i) (ii)
Katherine Imhoff, State Director
(i) (ii) (i) (ii) (i) (ii) (i) (ii)
214,534 0 214,181 0 218,919 0 209,804 0 222,820 0 204,366 0 186,825 0 198,904 0 210,949 0 168,887 0 178,142 0 147,590 0 121,375 0
(ii) Bonus & incentive compensation
12,713 0 0 0 0 0 0 0 7,000 0 3,000 0 50,000 0 8,000 0 0 0 10,627 0 5,502 0 0 0 0 0
(iii) Other reportable compensation
2,327 0 3,956 0 5,259 0 2,454 0 2,177 0 3,589 0 1,523 0 2,056 0 3,548 0 1,908 0 6,613 0 2,383 0 3,145 0
(C) Retirement and other deferred compensation
17,000 0 17,764 0 17,934 0 16,831 0 17,000 0 17,010 0 0 0 15,060 0 16,404 0 15,172 0 11,334 0 12,086 0 9,983 0
(D) Nontaxable benefits
12,588 0 13,045 0 8,165 0 12,589 0 80 0 8,160 0 9,534 0 6,444 0 690 0 12,573 0 8,150 0 4,931 0 7,875 0
(E) Total of columns (B)(i)–(D)
259,162 0 248,946 0 250,277 0 241,678 0 249,077 0 236,125 0 247,882 0 230,464 0 231,591 0 209,167 0 209,741 0 166,990 0 142,378 0
(F) Compensation reported in prior Form 990 or Form 990-EZ
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
SCHEDULE K (Form 990)
OMB No. 1545-0047
Supplemental Information on Tax-Exempt Bonds ▶ Complete
2012
if the organization answered “Yes” to Form 990, Part IV, line 24a. Provide descriptions, explanations, and any additional information in Part VI.
Department of the Treasury Internal Revenue Service
▶ Attach
to Form 990.
▶ See
Open to Public Inspection
separate instructions.
Employer identification number
Name of the organization
NATURE CONSERVANCY
Part I
(a) Issuer name
A
53-0242652
Bond Issues
Colorado Educational and Cultural Facilities Authority
(b) Issuer EIN
(c) CUSIP #
(d) Date issued
84-0896726
19645RPA3
02/01/2012
(e) Issue price
(f) Description of purpose
(g) Defeased
144,435,000 Convert 2008 TE Bonds
(h) On behalf of issuer
(i) Pooled financing
Yes No Yes No Yes No ✔
✔
✔
B C D
Part II
Proceeds A
1 2 3 4 5 6 7 8 9 10 11 12 13
Amount of bonds retired . . . . . . . Amount of bonds legally defeased . . . Total proceeds of issue . . . . . . . Gross proceeds in reserve funds . . . . Capitalized interest from proceeds . . . Proceeds in refunding escrows . . . . . Issuance costs from proceeds . . . . . Credit enhancement from proceeds . . . Working capital expenditures from proceeds Capital expenditures from proceeds . . . Other spent proceeds . . . . . . . . Other unspent proceeds . . . . . . . Year of substantial completion . . . . .
14 15 16 17
Were the bonds issued as part of a current refunding issue? . . . . . . Were the bonds issued as part of an advance refunding issue? . . . . . Has the final allocation of proceeds been made? . . . . . . . . . . Does the organization maintain adequate books and records to support the final allocation of proceeds? . . . . . . . . . . . . . . . .
. . . . . . . . . . . . .
. . . . . . . . . . . . .
. . . . . . . . . . . . .
. . . . . . . . . . . . .
. . . . . . . . . . . . .
. . . . . . . . . . . . .
. . . . . . . . . . . . .
. . . . . . . . . . . . .
. . . . . . . . . . . . .
. . . . . . . . . . . . .
. . . . . . . . . . . . . Yes
Part III
B
0 0 144,435,000 0 0 0 915,000 0 0 143,520,000 0 0 2012 No
Yes
2
No
Yes
No
Yes
D
No
Yes
No
Yes
No
✔ ✔ ✔ ✔
Private Business Use A
1
C
Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . . . . . . . Are there any lease arrangements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . . . .
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Yes
B No
Yes
C
D No
✔ ✔ Cat. No. 50193E
Schedule K (Form 990) 2012
Page 2
Schedule K (Form 990) 2012
Part III
Private Business Use (Continued) A
3a
Are there any management or service contracts that may result in private business use of bond-financed property? . . . . . . . . . . . .
Yes
B No
Yes
C No
Yes
D No
Yes
No
✔
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property? c
Are there any research agreements that may result in private business use of bond-financed property? . . . . . . . . . . . . . . . . . .
✔
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property? 4
Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . ▶
5
Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . . . ▶ Total of lines 4 and 5 . . . . . . . . . . . . . . . . . . . Does the bond issue meet the private security or payment test? . . . . .
6 7 8a b c 9
.
Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? . .
.
Part IV
.
%
%
%
0% 0.037 %
% %
% %
% %
%
%
%
✔
Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued? If “Yes” to line 8a, enter the percentage of bond-financed property sold or disposed of . . . . . . . . . . . . . . . . . . . . . . If “Yes” to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? . . . . . . . . . . . . . .
0.037 %
✔
%
✔
Arbitrage A Yes
1 2
Has the issuer filed Form 8038-T? . . . If "No" to line 1, did the following apply? a Rebate not due yet? . . . . . . . b Exception to rebate? . . . . . . . c No rebate due? . . . . . . . . .
3 4a
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
If you checked "No rebate due" in line 2c, provide in Part VI the date the rebate computation was performed . . . . . . . . . . . . . . Is the bond issue a variable rate issue? . . . . . . . . . . . . .
Has the organization or the governmental issuer entered hedge with respect to the bond issue? . . . . . . . b Name of provider . . . . . . . . . . . . . . c Term of hedge . . . . . . . . . . . . . . . d Was the hedge superintegrated? . . . . . . . . . e Was the hedge terminated? . . . . . . . . . . .
into . . . . . . . . . .
a qualified . . . . . . . . . . . . . . . . . . . .
B No
Yes
C No
Yes
D No
Yes
No
✔ ✔ ✔ ✔
✔ ✔
Schedule K (Form 990) 2012
Page 3
Schedule K (Form 990) 2012
Part IV
Arbitrage (Continued) A Yes
5a b c d 6 7
Were gross proceeds invested in a guaranteed investment contract (GIC)? . Name of provider . . . . . . . . . . . . . . . . . . . . Term of GIC . . . . . . . . . . . . . . . . . . . . . . Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? Were any gross proceeds invested beyond an available temporary period? . Has the organization established written procedures to monitor the requirements of section 148? . . . . . . . . . . . . . . . .
Part V
B No
Yes
Yes
No
Yes
D No
Yes
No
Yes
No
✔
✔ ✔
Procedures To Undertake Corrective Action A
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?
Part VI
C No
Yes
B No
Yes
C
D No
✔
Supplemental Information. Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Schedule K (Form 990) 2012
Transactions With Interested Persons
SCHEDULE L (Form 990 or 990-EZ)
OMB No. 1545-0047
2012
▶ Complete
if the organization answered “Yes” on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b. ▶ Attach to Form 990 or Form 990-EZ. ▶ See separate instructions.
Department of the Treasury Internal Revenue Service
Open To Public Inspection
Employer identification number
Name of the organization
NATURE CONSERVANCY
Part I 1
53-0242652
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only). Complete if the organization answered “Yes” on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b. (b) Relationship between disqualified person and organization
(a) Name of disqualified person
(1) (2) (3) (4) (5) (6) 2 3
(d) Corrected?
(c) Description of transaction
Yes
Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶ Enter the amount of tax, if any, on line 2, above, reimbursed by the organization
Part II
.
.
.
.
.
.
.
.
▶
No
$ $
Loans to and/or From Interested Persons. Complete if the organization answered “Yes” on Form 990-EZ, Part V, line 38a or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22.
(a) Name of interested person
(b) Relationship with organization
(c) Purpose of loan
(d) Loan to or from the organization? To
(e) Original principal amount
(f) Balance due
(g) In default? (h) Approved (i) Written by board or agreement? committee? Yes
From
No
✔ (1) Wilmington Trust Company, RogerTrustee Miliken,of aConservation the former Amanda Director, Notes Fund is a (offered relatedon party the to same the 100,000 Trust terms as the general 100,000public) ✔ (2) (3) (4) (5) (6) (7) (8) (9) (10) Total . . . . . . . . . . . . . . . . . . . . . . . . .▶ $ 100,000 Grants or Assistance Benefiting Interested Persons. Part III Complete if the organization answered “Yes” on Form 990, Part IV, line 27. (a) Name of interested person
(b) Relationship between interested person and the organization
(c) Amount of assistance
(d) Type of assistance
Yes
No
Yes
✔
✔
No
(e) Purpose of assistance
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2012
Schedule L (Form 990 or 990-EZ) 2012
Part IV
Page
2
Business Transactions Involving Interested Persons. Complete if the organization answered “Yes” on Form 990, Part IV, line 28a, 28b, or 28c. (a) Name of interested person
(b) Relationship between interested person and the organization
(c) Amount of transaction
(d) Description of transaction
(e) Sharing of organization’s revenues? Yes
No
✔ an Officer, d (1) John Sall Former Board Member 125,900 SAS, a company for which Mr. Sall serves as ✔ (2) James E Rogers Board Member 139,949 Purchase of Life, AD&D and L-T Disability insurance in a (3) (4) (5) (6) (7) (8) (9) (10) Supplemental Information Part V Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Schedule L (Form 990 or 990-EZ) 2012
SCHEDULE M (Form 990)
OMB No. 1545-0047
Noncash Contributions
2012
▶ Complete if the organizations answered “Yes” on Form
Open To Public Inspection
990, Part IV, lines 29 or 30.
Department of the Treasury Internal Revenue Service Name of the organization
▶ Attach to Form 990.
Employer identification number
NATURE CONSERVANCY
Part I
53-0242652
Types of Property (a) Check if applicable
1 2 3 4 5 6 7 8 9 10 11 12 13
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
30a
Art—Works of art . . Art—Historical treasures Art—Fractional interests Books and publications Clothing and household goods . . . . . .
. . . .
. . . .
. . . .
.
.
.
Cars and other vehicles . . Boats and planes . . . . Intellectual property . . . Securities—Publicly traded . Securities—Closely held stock Securities—Partnership, LLC, or trust interests . . . .
. . . . .
Securities—Miscellaneous Qualified conservation contribution—Historic structures . . . . . . Qualified conservation contribution—Other . .
.
.
.
.
.
.
(b) Number of contributions or items contributed
(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g
(d) Method of determining noncash contribution amounts
✔
5
13,420 Comparable Sales
✔ ✔
1101 2
23,778,146 Avg. Sales Price 75,103 Appraised Value
✔
71
73,385,539 Appraised Value Appraised Value
.
✔ Real estate—Residential . . . 9 2,079,780 Real estate—Commercial . . Real estate—Other . . . . . Collectibles . . . . . . . Food inventory . . . . . . Drugs and medical supplies . . Taxidermy . . . . . . . Historical artifacts . . . . . Scientific specimens . . . . Archeological artifacts . . . ✔ Other ▶ ( Computer Software ) 13 5,168,162 ✔ Other ▶ ( Miscellaneious ) 143 736,161 Other ▶ ( ) Other ▶ ( ) Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgement . . . . .
Comparable Sales Comparable Sales
29
96
Yes No
During the year, did the organization receive by contribution any property reported in Part I, lines 1–28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? . . . . . . . . . . . . . . . . .
b If “Yes,” describe the arrangement in Part II. 31 Does the organization have a gift acceptance contributions? . . . . . . . . . . . . 32a Does the organization hire or use third parties or contributions? . . . . . . . . . . . .
policy that requires the review of any non-standard . . . . . . . . . . . . . . . . . . . related organizations to solicit, process, or sell noncash . . . . . . . . . . . . . . . . . . .
30a
31 32a
✔
✔ ✔
b If “Yes,” describe in Part II. 33 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2012)
Schedule M (Form 990) (2012)
Part II
Page 2
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Schedule M (Form 990) (2012)
SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service Name of the organization
NATURE CONSERVANCY
Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. ▶
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
Open to Public Inspection
Employer identification number
53-0242652
Form 990, Part III, Line 4a - Dow Chemical Collaboration: The breakthrough collaboration between the Conservancy and The Dow Chemical Company continues to help Dow and the business community recognize, value and incorporate nature in their global business goals, decisions and strategies. The collaboration was awarded the 2013 Roy Family Award for Environmental Partnership, which is presented by the Kennedy School of Government at Harvard University every two years to celebrate an outstanding public-private partnership project that enhances environmental quality through novel and creative approaches. Sage Grouse Protection: A research study led by the Conservancy indicates that Wyoming's core area strategy, which was implemented in 2008 and limits infrastructure development within areas of high sage grouse population densities, is likely to be critical in reducing future declines of sage grouse. The report also notes that additional federal investments of $250,000 in conservation easem*nts could help reduce projected long-term grouse population declines by 62 percent within the core areas. Science for Nature and People: SNAP (Science for Nature and People) is an unprecedented collaboration among the Conservancy, the Wildlife Conservation Society and the National Center for Ecological Analysis and Synthesis to find practical ways in which the conservation of nature can help provide food, water, energy and security to Earth's fast-growing population. SNAP will harness the expertise of many organizations, scientists, policymakers and practitioners, breaking down the traditional walls between disciplines, institutions and sectors. Volunteers Protect Gulf Coast: More than 800 volunteers, including 373 airmen and women from Keesler Air Force Base, came together at Pelican Point, Ala., to build a 224-foot living shoreline. Volunteers moved more than 13,000 "oyster castles" - interlocking concrete blocks - to form the foundation of four oyster reefs that will ultimately protect 329 feet of natural shoreline, helping to minimize erosion, protect coastal dunes and enhance natural habitat. Musical Artists Reach Out: A stellar array of musical artists - ranging from alt-country rocker Ryan Bingham to desert-blues band Tinariwen - joined the Conservancy's All Hands on Earth campaign, an online effort featuring original videos with music to engage new audiences and encourage them to take environmental actions. The video featuring hip-hop duo Macklemore and Ryan Lewis quickly became the Conservancy's most viewed video after being viewed more than half a million times in just two weeks. Membership Launched in Australia: The Conservancy launched its first non-U.S. membership program in Australia in late 2012. The Conservancy works in more than 35 countries around the world, and has membership programs in the works for additional markets in the coming year. Malicious but Delicious: The Nature Conservancy in Texas is encouraging residents to help control the state's invasive species by eating them. For Earth Day, Austin chefs Ned and Jodi Elliot developed unique and delicious recipes using some of Texas' most pernicious invasive species, including Himalayan blackberry jam, wild boar rillettes and orecchiette with bastard cabbage. Colombia Cycling Tour: A Conservancy scientist in Colombia and his cycling team pedaled more than 2,000 kilometers over 14 days to educate and motivate children to get to know the ecosystems and cultures that define the natural diversity of their country. Carlos Pedraza, a Geographic Information Systems specialist, joined the Buena Vibra Cycling System for Cycling Colombia to generate awareness in the Magdalena-Cauca River basin, a focal area of the Great Rivers Partnership. Awards and Accolades: The 2013 Harris Poll EquiTrend named The Nature Conservancy the Environmental Non-Profit Brand of the Year. Other honors include a 2013 PR News Nonprofit award in the external publication category and an honorable mention for the media relations campaign "Coral Reefs Saved My Life," and lead scientist Sanjayan was part of a CBS News team that received an Emmy nomination for its reporting on the ivory wars in Africa. Great Lakes TV Series: The Conservancy and Detroit Public TV co-produced a series of two-hour programs called "Great Lakes Now Connect." The series, which feature Conservancy scientists as moderators for expert panels, provides in-depth reporting about critical issues that impact the Great Lakes area and its nearly 34 million residents. The programs have aired on public television stations around the country. ¿De Donde Viene Tu Agua? The Conservancy and the Latin America Conservation Council have launched a public awareness campaign - "Where Does Your Water Come From?" - in Latin America, with the objective of inspiring audiences to conserve water and protect the environment. The first national campaign kicked off in Colombia in partnership with Caracol Television, which is watched by 93 percent of urban adult TV viewers in Colombia each week, and will roll out in other countries in the coming year. Caribbean Summit: In May 2013, the Conservancy convened more than 25 CEOs and government leaders for the Caribbean Summit of Political and Business leaders, co-hosted by the prime minister of Grenada, the premier of the British Virgin Islands and business leader Sir Richard Branson. The summit, held in the British Virgin Islands, resulted in $64 million in conservation commitments from Caribbean governments, global corporations and partners, and launched the Defend Paradise campaign to raise awareness and support among visitors to the Caribbean. A Best-Selling Book: Conservancy President and CEO Mark Tercek, along with conservation biologist Jonathan Adams, published Nature's Fortune: How Business and Society Thrive by Investing in Nature. The book, which argues that saving nature can produce big returns for people, businesses and governments, reached the top spot on The Washington Post hardcover nonfiction bestseller list in April 2013.
Form 990, Part VI, Section B, Line 11b - The Form 990 is prepared, based on financial statements audited by PricewaterhouseCoopers, and other internally generated information by the Conservancy's Director of Tax Services. The Form is further reviewed by the Conservancy's Internal Audit Department (which provides independent verification of certain information) and members of Senior Management. As outlined in its charter, the Audit Committee then reviews any significant issues or judgments relationg to disclosures in For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Cat. No. 51056K Schedule O (Form 990 or 990-EZ) (2012)
Page
Schedule O (Form 990) 2012
2
Supplemental Information (Continued) the Conservancy's Form 990. Finally, copies are provided to the full Board of Directors for their comment prior to filing with the IRS.
Form 990, Part VI, Section B, Line 12c - The Nature Conservancy's monitoring and enforcement of its compliance policy is governed by its Conflict of Interest Standard Operating Procedure ("SOP") which is excerpted as follows: a conflict of interest exists when an individual who is responsible for acting in the best interests of The Nature Conservancy has another interest or loyalty that could influence or impair, or may appear to influence or impair, the individual's ability to act in the best interests of The Nature Conservancy. The term "conflict of interest" includes actual conflicts of interest potential conflicts of interest (situations that could become an actual conflict in the future based upon foreseeable events or the passage of time); and perceived conflicts of interest (situations that others could reasonably perceive to be, or have the appearance of a conflict of interest) Guiding principles: All Conservancy staff, Board Members and Trustees are responsible for identifying conflicts of interest, and disclosing them to the appropriate Conservancy manager or attorney. Conservancy employees must determine whether the conflict can or should be avoided to protect the best interests of the Conservancy. If it is not reasonably possible to avoid a particular conflict of interest or it is not in the Conservancy's best interest to avoid it, all staff, Board members and Trustees are responsible for fashioning appropriate strategies to mitigate and manage the potential adverse consequences of the conflict of interest, and obtaining approval as described in this Standard Operating Procedure before proceeding with the affected activity. Identifying Conflicts of Interest Before engaging in any activity on behalf of the Conservancy, Conservancy staff, Board Members and Trustees must identify and disclose any situations that could give rise to a conflict of interest or the appearance of a conflict. The Disclosure Form should be completed as early as possible by parties with whom the Conservancy plans to enter into a transaction. The Disclosure Form is not the only way that the Conservancy may become aware of a conflict. Thus, even if the Disclosure Form does not reveal a conflict, but you are aware of one, you must proceed in accordance with this SOP. Conflicts of interest are not always clear-cut and easy to define. They require case by case analysis. The Conservancy is concerned with the disclosure and management of conflicts of interests involving "covered persons." However, not all activities or transactions with a covered person generate conflicts of interest. Conversely, a particular factual situation may generate a conflict of interest even when no covered person is involved. Early consultation with a senior manager or Conservancy attorney can assist in analyzing the conflict of interest and strategies for avoidance or mitigation. This SOP sets forth specific guidance for some areas of potential conflicts (see Types of Conflicts below). These are only examples, and it is the responsibility of each individual to be sensitive to any situation that creates or appears to create a conflict of interest. Reporting, Review and Approval Process: If a conflict is identified, the Conservancy staff member who is responsible for initiating and/or overseeing the proposed activity must report the conflict to his or her supervisor and the appropriate Conservancy attorney. Before proceeding with the proposed activity, review and approval to proceed must be obtained as described in this section. While a request for approval of a proposed course of action is pending or being considered, the individual involved in the conflict must refrain from participating in the activity and/or withdraw from any discussion of or decision on the matter. 1. Conflicts Committee Review: The Conflicts Committee reviews and makes determinations about all conflicts of interest involving the Conservancy. All conflicts of interests reviewed by the Conflicts Committee involving a Substantial Contributor shall be reported by the General Counsel or the Chief Compliance Officer to the Audit Committee of the Board of Directors, disclosing the nature of the conflict, parties involved, and the disposition of the conflict by the Conflicts Committee. 2. Review by Audit Committee: All conflicts of interest involving a member of the Board of Directors, a Director's family members, and a Director's Controlled Entities shall be submitted to the Audit Committee of the Board of Directors for review and disposition. Referral to the Audit Committee is made by the General Counsel on behalf of the Conflicts Committee along with the recommendation for disposition made by the Conflicts Committee. 3. Guiding Principles: In evaluating conflict situations in order to determine an appropriate course of action, the Conservancy will be guided by the following criteria and considerations: Availability of other alternatives that would avoid the conflict of interest; Compliance with the letter and the spirit of all applicable laws relevant to all parties to the transaction; Compliance with Conservancy Policies and Standard Operating Procedures; Adherence to the Conservancy's values, such as "Integrity Beyond Reproach;" Avoidance of private benefit and inurement; Transparency; Conservation benefits likely to be achieved; Consequences to the Conservancy from declining to participate; Financial or other benefits to the Conservancy; Financial or other benefits to the other party; Nature and extent of risk to the Conservancy's reputation; and Ability to mitigate reputational risks. 4. Forms: Responsibility for Recommended Action. Employees are required to complete and submit the Request for Conflicts Committee Approval form when seeking review and approval of a course of action involving an actual, potential, or perceived conflict of interest. The completed form should recommend a course of action that is designed to minimize the conflict's potential adverse consequences. The appropriate Conservancy attorney will review this form to ensure a thorough disclosure of the relevant information and analysis of the conflict. Other staff who approve the content of these forms and submission for approval are, by approving the forms, indicating that they support and are responsible for the recommended course of action.
Form 990, Part VI, Section B, Line 15 - Review Process for Officer and Key Employee Compensation: The President and Chief Executive Officer's, as well as, members of the Executive Team's performances and compensation are reviewed annually by the Board of Directors. The performance and compensation of all other Key Employees is reviewed annually by their direct supervisor. All compensation amounts are based on information provided by an independent compensation consultant who utilizes comparable date from Form 990's from other organizations and compensation survey's and studies to ensure reasonableness. Schedule O (Form 990) 2012
Page
Schedule O (Form 990) 2012
3
Supplemental Information (Continued)
Form 990, Part VI, Section C, Line 19 - The Nature Conservancy's governing documents, conflict of interest policy, and financial statements available to the public via our website: nature.org.
Schedule O (Form 990) 2012
Schedule O, Statement 1 Form: 990 Page: 2 Line Number: Part III Line 4a
NATURE CONSERVANCY 53-0242652
First Program Service Accomplishments Description _
Description _
innovative financing toward developing management plans with Traditional Owners, who are leading the way in conserving their own country. Maine and California Dams Removed: The Conservancy has been instrumental in dam removal projects that will have enormous benefits to people and nature. This summer, the Conservancy and partners broke ground on removing the San Clemente Dam near Monterey, Calif., and removed the Veazie Dam in Maine, part of the Penobscot River Restoration Project. Shark Sanctuaries Established: The legislature of Kosrae became the first in the Federated States of Micronesia to establish shark protection in its waters, and the Raja Ampat government in Indonesia declared its nearly 11.4 million acres of marine waters a shark sanctuary. The Conservancy supported these efforts, which are part of a growing trend to establish regionwide shark sanctuaries in Asia-Pacific, through awareness-building campaigns and technical advice. Rejoining the Colorado: The Conservancy is collaborating with a binational coalition of environmental organizations to help fulfill an agreement between the U.S. and Mexico to revive the Colorado River delta. The agreement will help define how the countries share the river's resources in the face of increasing demands for water while restoring water to the environment. The Colorado River provides drinking water for more than 33 million people, yet since 1960 the river has rarely reached the sea. Rare African Antelope Recovers: Northern Kenya's community-run sanctuary for the critically endangered hirola launched with support from the Conservancy, the Northern Rangelands Trust and an international coalition of partners, including the China Global Conservation Fund - is showing quick results with the birth of 12 calves. With fewer than 500 hirola remaining, these births provide hope that under the right care their numbers could eventually rebound. Oregon Oyster Recovery: Native Olympia oyster populations are making a comeback in Oregon's Netarts Bay. In 2005, the Conservancy began partnering with Whiskey Creek Shellfish Hatchery to reintroduce young oysters in a bid to bring the species back from the brink of extinction. After eight years and the reintroduction of more than 1.5 million adult Olympia oysters, young "Olys" have finally begun showing up in the population. Black-Footed Ferret Boost: Efforts to protect the black-footed ferret, one of North America's most endangered animals, received a boost in May when the Conservancy purchased 1,800 acres in South Dakota's Conata Basin. The purchase was funded by the Conservancy's sale of 3,900 nearby acres, on which the Conservancy retains an easem*nt, to a conservation-minded bison ranching company. The transactions have resulted in bison being reintroduced to the landscape and additional protection for prairie dogs, the ferrets' primary food source. Hurricane Sandy Response: The Conservancy has been instrumental in steering the Hurricane Sandy recovery conversation toward natural solutions. Conservancy CEO Mark Tercek was appointed to New York Gov. Andrew Cuomo's 2100 Commission, and the Conservancy worked with New York City to identify and implement a mix of natural and "built" infrastructure to better protect the city from future storms. Smarter Development Law: Colombia has enacted a new nationwide law requiring all mining, energy and infrastructure projects to follow smarter development guidelines that consider environmental impacts to entire natural systems. This legislation was largely influenced by the Conservancy's science and government engagement work in five different regions of Colombia. Innovative Science Research: Nine young scientists have been named as inaugural NatureNet Science Fellows, a Nature Conservancy partnership designed to help kick-start conservation toward addressing the challenges facing people and nature in the 21st century. Each fellow will pursue research that promises to deliver crucial answers regarding sustainable food production systems, clean water supplies, energy futures and urban ecology. Safer Drinking Water: After years of declining water quality, the Conservancy, the Environmental Defense Fund and the Water Department for Bloomington, Ill., agreed to protect drinking water for more than 70,000 residents as a replicable model for the region and beyond. The groups are partnering with farmers to construct wetlands that capture nitrogen before it reaches the drinking water supply and to reduce runoff while maintaining farm yields. Indonesia Forest Certification: The total area of Forest Stewardship Council-certified forests has more than doubled in Indonesia - from 2.05 million acres in January 2011 to 4.13 million acres in July 2013. Over the past decade, in collaboration with different institutions, the Conservancy has directly helped timber concessions covering 84 percent of that area achieve FSC certification by providing training in reduced-impact logging and improved harvest planning, and by identifying high conservation value forests. Boosting Federal Forest Restoration: The Conservancy was instrumental in helping the U.S. Forest Service cover a budget shortfall after a long fire season depleted its firefighting budget early. The Conservancy and other conservation organizations pushed Congress to put $400 million back toward programs that invest in forest restoration efforts that reduce the risk and intensity of fires. U.S. Ballot Measures Advance: The Conservancy's state chapters took leading roles in 13 state and local conservation funding ballot measures in the November 2012 election, in many cases providing strategic management, financial support, voter outreach and endorsem*nts. Twelve of the 13 campaigns were successful, generating more than $700 million for land and water conservation and parks. _
Page: 1
Schedule O, Statement 2 Form: 990 Page: 5 Line Number: Part V Line 4b
NATURE CONSERVANCY 53-0242652
Name Of Foreign Country _
Name _
Argentina _
Australia _
Bahamas _
Belize _
Bolivia _
Solomon Islands _
Brazil _
Canada _
China _
Chile _
Colombia _
Costa Rica _
Dominican Republic _
Ecuador _
Federated States of Micronesia _
Germany _
Guam _
Guatemala _
Hong Kong _
Honduras _
Indonesia _
Jamaica _
Kenya _
Mongolia _
Mexico _
Netherlands _
Nicaragua _
New Zealand _
Peru _
Panama _
Papua-New Guinea _
Palau _
Puerto Rico _
Tanzania _
United Kingdom (England, Northern Ireland, Scotland, and Wales) _
Venezuela _
Virgin Islands _
Zambia _
Page: 2
Schedule O, Statement 3 Form: 990 Page: 6 Line Number: Part VI Section C Line 17
NATURE CONSERVANCY 53-0242652
States Where Copy Of Return Is Filed _
States _
AK _
AL _
AR _
AS _
AZ _
CA _
CO _
CT _
DC _
DE _
FL _
GA _
HI _
IA _
ID _
IL _
IN _
KS _
KY _
LA _
MA _
MD _
ME _
MI _
MN _
MO _
MS _
MT _
NC _
ND _
NE _
NH _
NJ _
NM _
NV _
NY _
OH _
OK _
OR _
Page: 3
Schedule O, Statement 3 PA _
PR _
RI _
SC _
SD _
TN _
TX _
UT _
VA _
VT _
WA _
WI _
WV _
WY _
Page: 4
NATURE CONSERVANCY
SCHEDULE R (Form 990) Department of the Treasury Internal Revenue Service Name of the organization
OMB No. 1545-0047
Related Organizations and Unrelated Partnerships
2012
Open to Public Inspection
▶ Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. ▶ Attach to Form 990.
▶ See separate instructions.
Employer identification number
NATURE CONSERVANCY
Part I
53-0242652
Identification of Disregarded Entities (Complete if the organization answered “Yes” to Form 990, Part IV, line 33.) (a) Name, address, and EIN (if applicable) of disregarded entity
(1) Woodland Development Company LLC (55-0807256) c/o The Nature Conservancy 100 Federal Street, Boston, MA 02110 (2) TNC China LLC (26-4484383) 4245 N Fairfax Drive, Arlington, VA 22203 (3) The Nature Conservancy in Europe (53-0242652) Charitestr 3 D10117, Berlin, , Germany (4) TNC Boreas LLC (53-0242652) 195 New Karner Road, Albany, NY 12205 (5) TNC Palmyra Logistics LLC (45-4535564) c/o The Nature Conservancy 923 Nuuanu Avenue, Honolulu, HI 96817
(b) Primary activity
(c) Legal domicile (state or foreign country)
Holds Title to Conservation Real Estate in Chile
Chile
Environmental Services, Consulting, Research and Conservation Conservation Activities in the European Union
DE
(d) Total income
(e) End-of-year assets
(f) Direct controlling entity
4,139,388
1,389,663 N/A
221,705
-3,526,400 N/A
84,576
-92,140 N/A
Conservation activities in the NY Adirondacks
0 N/A
Transportation to and from Paymyra Atoll
0 N/A
Germany
HI
(6)
Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered “Yes” to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.) (a) Name, address, and EIN of related organization
(b) Primary activity
(c) Legal domicile (state or foreign country)
(d) Exempt Code section
(e) Public charity status (if section 501(c)(3))
(f) Direct controlling entity
(g) Section 512(b)(13) controlled entity?
Yes (1) The Nature Conservancy do Brasil
Conservation activities Brazil in Brazil SRTVS QD 701 Conjunto D Bloco A Loka 246 Asa Sul, Brasila, Brazil , Brazil
501(c)(3)
(2) The Nature Conservancy of California (20-5797732) 201 Mission Street 4th Floor, San Francisco, CA 94105
CA
501(c)(3)
509(a)(1)
N/A
NY
501(c)(3)
509(a)(1)
N/A
Australia
501(c)(3)
N/A
Venezuela
501(c)(3)
N/A
CA
501(c)(3)
Applicant for public funding for conservation in (3) Adirondack Land Trust (22-2559576) Conservation of the California environment, natural PO Box 65, Keene Valley, NY 12943 resources and (4) The Nature Conservancy Limited (Australia) Conservation Activities economy of the in Australia 2B/21 Duncan Street PO Box 5681 West End, South Brisbane, Queensland 4101, Australia Adirondack area of (5) The Nature Conservancy of Venezuela New York Conservation activities inMzz Venezuela Ave Francisco de Miranda C/Calle Arturo Ulsar Pietro, Caracas, Chacao 2-A , Venezuela (6) Conservation Farms & Ranches (27-0038237) Manages agricultural properties with wildlife 201 Mission Street 4th Floor, San Francisco, CA 94105 habitat values (7) (Continued on Schedule R, Part VII, Statement 1) For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
No
N/A
509(a)(1) Type I
N/A
Schedule R (Form 990) 2012
Page 2
Schedule R (Form 990) 2012
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered “Yes” to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a) Name, address, and EIN of related organization
(b) Primary activity
(c) Legal domicile (state or foreign country)
(d) Direct controlling entity
(e) Predominant income (related, unrelated, excluded from tax under sections 512-514)
(f) Share of total income
(g) (h) Share of end-of- Disproportionate year assets allocations?
(i) Code V—UBI amount in box 20 of Schedule K-1 (Form 1065)
Yes No (1) PT Putri Naga Komodo LLC
Collaborative Indonesia N/A Management of Komodo J1 Pengembak No 2, Bali, Sanur 80228, Indonesia National Park (2)
Related
142,683
193,197
(j) General or managing partner?
(k) Percentage ownership
Yes No
✔
60%
✔
(3) (4) (5) (6) (7)
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered “Yes” to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a) Name, address, and EIN of related organization
(b) Primary activity
(c) Legal domicile (state or foreign country)
(d) Direct controlling entity
(e) Type of entity (C corp, S corp, or trust)
(f) (g) (h) Share of total Share of Percentage income end-of-year assets ownership
(i) Section 512(b)(13) controlled entity?
Yes (1) Montark Inc (13-3386301)
Holds title to NY c/o RSM McGladrey Inc 1185 Avenue of the Americas, conservation New York, NY 10036 over (2) The Nature Conservancy of Montana (51-0228311) restrictions Conservation activities MT mineral rights in Montana 4245 North Fairfax Drive, Arlington, VA 22203 (3) The Nature Conservancy of New Mexico (91-1841899) Conservation activities NM in New Mexico 4245 North Fairfax Drive, Arlington, VA 22203 (4) The Nature Conservancy of Connecticut (06-6070036) Conservation activities CT in Connecticut 4245 North Fairfax Drive, Arlington, VA 22203 (5) Charitable Remainder Trusts (389) c/o The Nature Conservancy Charitable Trust VA 4245 North Fairfax Drive, Arlington, VA 22203 (6) TNC Ecological Environment Conservancy Consultants (Beijing)Activities Limited China Conservation in ChinaChina 100022, China Room 8 11 F No 90 Jianguo Road Chaoyang District, Beijing,
N/A
C
100%
N/A
C
100%
N/A
C
100%
N/A
C
100%
N/A
T
N/A
C
92,558
482,832
100%
No
(7) Schedule R (Form 990) 2012
Page 3
Schedule R (Form 990) 2012
Part V
Transactions With Related Organizations (Complete if the organization answered “Yes” to Form 990, Part IV, line 34, 35b, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. 1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II–IV? a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f g h i j
Dividends from related organization(s) . . . . . . . . . . . Sale of assets to related organization(s) . . . . . . . . . . . Purchase of assets from related organization(s) . . . . . . . . Exchange of assets with related organization(s) . . . . . . . . Lease of facilities, equipment, or other assets to related organization(s)
k l m n o
Lease of facilities, equipment, or other assets from related organization(s) . . . . . . Performance of services or membership or fundraising solicitations for related organization(s) Performance of services or membership or fundraising solicitations by related organization(s) Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . Sharing of paid employees with related organization(s) . . . . . . . . . . . . .
p Reimbursem*nt paid to related organization(s) for expenses . q Reimbursem*nt paid by related organization(s) for expenses . r s 2
. .
. .
. .
. . . . .
. .
. . . . .
. .
. . . . .
. .
. . . . .
. .
. . . . .
. .
. . . . .
. .
. . . . .
. .
(2) (3) (4) (5)
. . . . .
. . . . .
. . . . .
1a 1b 1c 1d 1e
No
✔ ✔ ✔ ✔ ✔
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
1f 1g 1h 1i 1j
✔ ✔ ✔ ✔ ✔
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
. . . . .
1k 1l 1m 1n 1o
✔ ✔
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
. .
1p 1q
✔ ✔ ✔ ✔ ✔
✔ Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ✔ 1s If the answer to any of the above is “Yes,” see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. (a) Name of other organization
(1)
Yes
(b) Transaction type (a–s)
(c) Amount involved
(d) Method of determining amount involved
The Nature Conservancy Action Fund
b
719 Cost
The Nature Conservancy Action Fund
m
719 Cost
Adirondack Land Trust
a-i
489 Cost
Adirondack Land Trust
e
Adirondack Land Trust
m
1,204,959 Contract 0 Cost
(Continued on Schedule R, Part VII, Statement 2)
(6) Schedule R (Form 990) 2012
Page 4
Schedule R (Form 990) 2012
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered “Yes” to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) Name, address, and EIN of entity
(b) Primary activity
(c) (e) (d) Legal domicile Are all partners Predominant (state or foreign section income (related, country) 501(c)(3) unrelated, excluded organizations? from tax under section 512-514)
Yes No
(f) Share of total income
(g) Share of end-of-year assets
(h) (i) Code V—UBI Disproportionate allocations? amount in box 20 of Schedule K-1 (Form 1065)
Yes No
(j) General or managing partner?
(k) Percentage ownership
Yes No
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16) Schedule R (Form 990) 2012
Page 5
Schedule R (Form 990) 2012
Part VII
Supplemental Information Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Schedule R (Form 990) 2012
Schedule R, Part VII, Statement 1 Form: Schedule R Page: 1 Line Number: Part II
NATURE CONSERVANCY 53-0242652
Description of Identification of Related Tax-Exempt Organizations _ _
Name and EIN Address
Ecological Trust Fund of Panama (31-1656561) 4245 N Fairfax Drive Arlington, VA 22203 Financing conservation of natural resources and environmental protection in Panama VA 501(c)(4)
Primary activities State or foreign country Exempt code section Public charity status Direct controlling entity N/A 512(b)(13) controlled organization? _
Name and EIN Address
Fundacion The Nature Conservancy of Panama Clayton Ciudad del Saber Calle Principal Casa 352 A/B Panama City, Panama , Panama Conservation activities in Panama Panama 501(c)(3)
Primary activities State or foreign country Exempt code section Public charity status Direct controlling entity N/A 512(b)(13) controlled organization? _
Name and EIN Address
The Nature Conservancy Action Fund (54-1549668) 4201 Wilson Boulevard Suite 110624 Arlington, VA 22203 Advocating for public policies which guarantee the protection of the earth's environment VA 501(c)(4)
Primary activities State or foreign country Exempt code section Public charity status Direct controlling entity N/A 512(b)(13) controlled organization? _
Name and EIN Address
TNC Conservacion de la Naturaleza Ricardo Palmerin 110 Colonia Guadalupe Inn Mexico City, Distrito Federal 01020, Mexico Conservation activities in Mexico Mexico 501(c)(3)
Primary activities State or foreign country Exempt code section Public charity status Direct controlling entity N/A 512(b)(13) controlled organization? _
Name and EIN Address
TNC Canada 250 City Centre Avenue Suite 506 Ottawa, ON K1R 6K7, Canada Conservation activities in Canada Canada 501(c)(3)
Primary activities State or foreign country Exempt code section Public charity status Direct controlling entity N/A 512(b)(13) controlled organization? _
Name and EIN Address Primary activities State or foreign country Exempt code section Public charity status Direct controlling entity
Page: 1
TNC of Japan 2-5-1 Kita-Aoyama Minato-Ku Tokyo, 107-8077, Japan Conservation Activities in Japan Japan 501(c)(3) N/A
Schedule R, Part VII, Statement 1 512(b)(13) controlled organization? _
Page: 2
NATURE CONSERVANCY
Schedule R, Part VII, Statement 2 Form: Schedule R Page: 3 Line Number: Part V Line 2
NATURE CONSERVANCY 53-0242652
Description of Covered Relationships and Transaction Thresholds _
Amount involved _
Name Adirondack Land Trust Transaction type n Method of determining amount involved Cost
1,565
_
Name Adirondack Land Trust Transaction type p Method of determining amount involved Cost _
Page: 3
1,565