Attach to Form 990 or Form 990-EZ.
See separate instructions.| (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? |
(v) Did you notify the organization in col. (i) of your support? |
(vi) Is the organization in col. (i) organized in the U.S.? |
(vii) Amount of support? |
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|---|---|---|---|---|---|---|---|---|---|
| Yes | No | Yes | No | Yes | No | ||||
| Total | |||||||||
| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 158,951,116 | 122,313,298 | 125,627,662 | 131,117,659 | 127,338,260 | 665,347,995 |
| 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.. | 158,951,116 | 122,313,298 | 125,627,662 | 131,117,659 | 127,338,260 | 665,347,995 |
| 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).. | 24,914,793 | |||||
| 6 | Public Support. Subtract line 5 from line 4. | 640,433,202 | |||||
| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 158,951,116 | 122,313,298 | 125,627,662 | 131,117,659 | 127,338,260 | 665,347,995 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 19,445,928 | 22,743,627 | -110,311,644 | 16,723,813 | 21,106,670 | -30,291,606 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. | 17,865,797 | 18,822,355 | 24,254,152 | 29,151,370 | 24,927,702 | 115,021,376 |
| 11 | Total support (Add lines 7 through 10). | 750,077,765 | |||||






| Calendar year(or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees 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 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| 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 | Add lines 7a and 7b.. | ||||||
| 8 | Public Support (Subtract line 7c from line 6.) | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2006 | (b) 2007 | (c) 2008 | (d) 2009 | (e) 2010 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 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 | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) | ||||||
| 13 | Total support (Add lines 9, 10c, 11 and 12.). | ||||||




| Facts And Circumstances Test |
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| Explanation |
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Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
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| ADDITIONAL INFORMATION | FORM 990 | FORM 990 PART I LINE 1 - MISSION STATEMENT CONTINUED WILDLIFE PARKS, LED BY THE FLAGSHIP BRONX ZOO. TOGETHER THESE ACTIVITIES CHANGE ATTITUDES TOWARDS NATURE AND HELP PEOPLE IMAGINE WILDLIFE AND HUMANS LIVING IN HARMONY. WCS IS COMMITTED TO THIS MISSION BECAUSE IT IS ESSENTIAL TO THE INTEGRITY OF LIFE ON EARTH. |
| EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS | FORM 990, PAGE 1, PART I, LINE 6 | WILDLIFE CONSERVATION SOCIETY HAS VOLUNTEERS IN ALL OF OUR NYC PARK FACILITIES. THESE INDIVIDUALS ASSIST IN OUR EDUCATION EFFORTS AS DOCENTS, OR MAY BE INSIDE AN EXHIBIT WITH A RARE ANIMAL OR ARTIFACT. THEY PROVIDE INFORMATION ON WCS'S ANIMAL COLLECTION TO OUR VISITORS. OUR FOZ (FRIENDS OF THE ZOO)VOLUNTEERS DONATE THEIR TIME FOR A TWO YEAR PERIOD WHILE THEY LEARN ABOUT OUR LIVING INSTITUTIONS, OUR GLOBAL PROGRAMS, ANIMAL HABITATS, AND EDUCATIONAL PROGRAMS. THEY ARE TRAINED BY WCS STAFF AND ARE ENCOURAGED TO ATTEND EDUCATIONAL CLASSES. VOLUNTEERS MAY ALSO BE INTERNS STUDYING: VETERINARY, EXHIBIT GRAPHICS AND DESIGN OR OTHER SPECIALITIES, USUALLY EARNING SCHOOL CREDIT OR SERVICE HOURS FOR THE TIME THEY ARE AT OUR FACILITIES. OUR NEW YORK AQUARIUM HAS VOLUNTEER DIVERS WHO ASSIST US IN MAINTAINING THE WATER QUALITY OF OUR EXHIBIT TANKS. THEY ARE EXPERIENCED DIVERS, WHO ACCUMULATE DIVE HOURS TOWARDS MAINTAINING THEIR DIVING CERTIFICATION. THE NUMBER OF VOLUNTEERS AT EACH FACILITY IS AS FOLLOWS: BRONX ZOO 195, NY AQUARIUM 283, CENTRAL PARK ZOO 110, PROSPECT PARK ZOO 85,AND QUEENS ZOO 44. |
| FIRST ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4A | 2.AS PART OF OUR EFFORTS TO FIGHT ILLEGAL WILDLIFE TRADE, WCS AND PARTNERS INVESTIGATED WEB ADVERTISEMENTS FOR PROTECTED WILDLIFE, LEADING TO THE ARREST BY THE INDONESIAN POLICE OF A SUSPECTED ILLEGAL WILDLIFE TRADER AND THE RECOVERY OF ITEMS INCLUDING ELEPHANT IVORY AND TIGER PARTS. 3.WCS'S MARINE CONSERVATIONISTS HELPED ESTABLISH NEW PROTECTED AREAS IN FIJI'S TOYOTA ISLAND REEF, AND CHILE INSTITUTED BANS ON SALMON FARMING OFF TIERRA DEL FUEGO WHERE WCS WORKS WITH THE GOVERNMENT ON COASTAL MANAGEMENT. 4.WCS CAMERA TRAPS CAPTURE A RECORD NUMBER OF JAGUARS IN BOLIVIA. 5.WCS STUDY UNCOVERS A NEW APPROACH OF ASSESSING CORAL REEF HEALTH VIA FISH BIOMASS RATHER THAN CORAL COVER. 6.WCS HELPS CREATE CONSERVATION PLAN TO PROTECT THE WORLD'S RAREST CHIMP, THE NIGERIA-CAMEROON CHIMPANZEE. 7.WCS ALERTS THE WORLD TO THE PLIGHT OF FOREST ELEPHANTS IN CENTRAL AFRICA IN A STUDY OF INFRASTRUCTURE DEVELOPMENT AND ANTI-POACHING EFFORTS. THE STUDY RECOMMENDED THE DEVELOPMENT OF A CENTRAL AFRICAN INTERSTATE HIGHWAY SYSTEM TO MAXIMIZE BENEFITS TO PEOPLE WHILE REDUCING ECOLOGICAL RISKS. 8.2011 WAS A BUSY YEAR FOR WCS'S PROGRAMS IN AFGHANISTAN. DESPITE THE CONTINUING CONFLICT WCS CONSERVATIONISTS DOCUMENTED THE SURVIVAL OF SEVERAL IMPORTANT SPECIES, INCLUDING A HEALTHY SNOW LEOPARD POPULATION AND OUR CAMERA TRAPS ARE THE FIRST TO PHOTOGRAPHICALLY DOCUMENT THE SPECIES IN THAT COUNTRY. WCS MADE PROGRESS ESTABLISHING TWO NEW PROTECTED AREAS TO BE CO- MANAGED BY LOCAL COMMUNITIES, BUILDING ON THE SUCCESS OF CREATING BAND-E- AMIR, AFGHANISTAN'S FIRST NATIONAL PARK. 9.BUILDING ON OUR WORK IN SOUTHERN SUDAN SINCE 2006 WCS CELEBRATED ITS EFFORTS TO INTEGRATE WILDLIFE CONSERVATION, SUSTAINABLE NATURAL RESOURCE MANAGEMENT AND ENVIRONMENTALLY FRIENDLY ECO-TOURISM INTO THE NATION- BUILDING PROCESS. 10.WCS IDENTIFIES A POPULATION OF BETWEEN 300-500 WESTERN LOWLAND GORILLAS IN CAMEROON'S DENG DENG NATIONAL PARK AND A CENSUS TEAM LED BY WCS AND THE INSTITUT CONGOLAISE POUR LA CONSERVATION DE LA NATURE IN THE DEMOCRATIC REPUBLIC OF CONGO ANNOUNCED THAT A SMALL POPULATION OF GRAUER'S GORILLAS HAD SURVIVED AND INCREASED DESPITE THE WARFARE AND INSECURITY IN THE AREA. 11.WCS WORKED WITH LOCAL COMMUNITIES, THE GOVERNMENT OF LAO PDR AND PARTNERS TO SUCCESSFULLY HATCH A CLUTCH OF 20 SIAMESE CROCODILES, A CRITICALLY ENDANGERED SPECIES. 12.A WCS-LED STUDY REVEALED HOW CRITICALLY IMPORTANT ALASKA'S TESHEKPUK LAKE REGION IS TO TENS OF THOUSANDS OF BIRDS BREEDING IN THE WESTERN ARTIC DURING ITS BRIEF BUT PRODUCTIVE SUMMERS. |
| SECOND ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4B | 2.THE EDUCATION DIVISION SERVES MORE THAN 100,000 STUDENTS AND 3,000 TEACHERS ANNUALLY AND WORKS ACROSS NEW YORK CITY TO PROVIDE SCIENCE, TECHNOLOGY, ENGINEERING AND MATH EDUCATION TO UNDERSERVED STUDENTS, WCS PARTNERS WITH THE URBAN ASSEMBLY SCHOOL FOR WILDLIFE CONSERVATION IN THE BRONX AND OFFERS SUBSIDIZED AND FREE PROGRAMS TO THOUSANDS OF STUDENTS ACROSS THE CITY EACH YEAR. 3.A TEAM OF HEALTH PATHOLOGISTS FROM THE BRONX ZOO WORKING WITH RUSSIAN COLLEAGUES CONDUCTED DIAGNOSTIC WORK TO BETTER UNDERSTAND HOW DISTEMPER IS AFFECTING AMUR TIGERS. 4.THE BRONX ZOO IS WORKING TO SAVE FROM EXTINCTION ONE OF THE WORLD'S LARGEST SPECIES OF SALAMANDER, THE TWO-FOOT EASTERN HELLBENDER. WORKING WITH PARTNERS THE BRONX ZOO IS RAISING 41 JUVENILE HELLBENDERS. THE ANIMALS LIVE IN AN OFF-EXHIBIT BIO-SECURE ROOM IN THE BRONX ZOO'S AMPHIBIAN PROPAGATION CENTER WHERE THEY WILL REMAIN UNTIL MATURE ENOUGH FOR THEIR RELEASE BACK INTO THE WILD. 5.HEALTH EXPERTS FROM THE BRONX ZOO TRAVELED TO THE CARIBBEAN ISLAND OF GRAND CAYMAN, AS THEY HAVE FOR THE PAST TEN YEARS, TO ASSIST IN EFFORTS TO SAVE THE BLUE IGUANA FROM EXTINCTION. 6.THE BRONX ZOO CONTINUES TO ADVANCE ANIMAL HUSBANDRY AND SCIENCE AND THE FOLLOWING SUMMARIZES SOME OF THE MANY ACHIEVEMENTS OF THE PAST YEAR: THERE WERE SEVERAL SIGNIFICANT BIRTHS THIS YEAR, INCLUDING A NEW BABY OKAPI. IN 1992 AN OKAPI BREEDING PROGRAM WAS STARTED HERE AND THERE HAVE BEEN 12 BIRTHS SINCE THAT TIME, FEW ZOOS HAVE ACHIEVED COMPARABLE SUCCESS. AT WILD ASIA A PRZEWALSKI'S HORSE FOAL WAS BORN AND THE ZOO IS EXPECTING TWO MORE. THE PRZEWALSKI'S HORSE WAS EXTINCT IN THE WILD BUT ZOO POPULATIONS PROVIDE A SAFETY NET TO PREVENT THE SPECIES FROM DISAPPEARING. THROUGH SEVERAL SUCCESSFUL REINTRODUCTION EFFORTS THE SPECIES STATUS HAS BEEN UPGRADED FROM EXTINCT TO CRITICALLY-ENDANGERED. THE BRONX ZOO HAS ACQUIRED A NUMBER OF NEW SPECIES INCLUDING THE CRITICALLY ENDANGERED LESSER SULPHUR-CRESTED COCKATOO. THIS SPECIES HAS DECLINED AS A RESULT OF WILDLIFE TRADE AND WILL BE BRED IN THE NEW MALEO EXHIBIT TO BE OPENED IN THE WORLD OF BIRDS. THE WHITE-BREASTED KINGFISHERS AND THE NEAR THREATENED PAINTED STORK HAVE BEEN ACQUIRED FOR EXHIBIT IN JUNGLEWORLD. THE BRONX ZOO IS ONE OF ONLY FIVE INSTITUTIONS IN THE US WORKING ON BOTH THESE SPECIES, AND HAVE ACQUIRED THEM NOT ONLY FOR THEIR EXHIBIT VALUE BUT TO HELP ACHIEVE SUSTAINABILITY FOR THESE SMALL POPULATIONS. THE NEW YORK AQUARIUM CONTINUES TO ADVANCE ITS AMBITIOUS EXHIBIT REDEVELOPMENT PROGRAM: 1.IN 2011 THE AQUARIUM UNVEILED THE RENOVATED CONSERVATION HALL AND GLOVERS REEF. THE 4,000 SQUARE FOOT BUILDING IS NOW HOME TO 100 PLUS SPECIES OF AQUATIC ANIMALS FROM CORALS AND EELS TO AFRICAN FRESHWATER FISH. THE RENOVATIONS ARE THE FIRST STEP OF A SEA CHANGE A TEN YEAR 150 MILLION PUBLIC-PRIVATE CAPITAL INITIATIVE THAT WILL TRANSFORM THE AQUARIUM AND CONTRIBUTE TO THE REVITALIZATION OF CONEY ISLAND, BROOKLYN. PLANNING CONTINUES FOR THE AMBITIOUS OCEAN WONDERS SHARK EXHIBIT WHICH IS THE NEXT PHASE OF THIS PROGRAM. 2.THE AQUARIUM AND THE WCS MARINE PROGRAM CONTINUED TO DEVELOP THE NEW YORK SEASCAPE PROGRAM. THIS PROGRAM HIGHLIGHTS THE HISTORIC, ECONOMIC AND SCIENTIFIC IMPORTANCE OF LOCAL NEW YORK WATERS. ONE OF THE PROGRAM'S GOALS IS TO HELP AREA RESIDENTS BECOME MORE FAMILIAR WITH THE ECOLOGY AND DIVERSITY OF THE NEW YORK BIGHT - A 15,000 SQUARE MILE STRETCH OF OCEAN RANGING FROM CAPE MAY, NEW JERSEY TO MONTAUK , NEW YORK, INCLUDING THE LONG ISLAND SOUND. THE PROGRAM HAS RECEIVED SEVERAL GRANTS SUPPORTING ITS WORK IN THE OCEAN AND ESTUARINE WATERS OF THE AREA, INCLUDING HISTORICAL ECOLOGICAL SURVEYS OF THE WATERSHED, RIVER HERRING HABITAT AND FOR SATELLITE AND ACOUSTICAL TAGGING OF SHARKS IN THE AREA. 3.THE EDUCATION DEPARTMENT AND THE SEASCAPE PROGRAM ARE DEVELOPING INTENSIVE CONSERVATION EDUCATIONAL OUTREACH ON THE NEW YORK BIGHT TO CONEY ISLAND BOARDWALK VISITORS THROUGH "SEA LIFE AND THE BEACH" DEMONSTRATIONS ON THE BOARDWALK, THE SCREENING OF A DOCUMENTARY FOR WORLD OCEAN DAY AND ORGANIZING CONEY ISLAND BEACH CLEANUPS. 4.THE NEW YORK AQUARIUM CONTINUES TO BUILD PARTNERSHIPS WITH LOCAL ORGANIZATIONS TO FURTHER CONEY ISLAND REDEVELOPMENT AND TO INSPIRE AQUARIUM VISITORS AND NYC RESIDENTS TO BECOME WILDLIFE STEWARDS AND ADVOCATES FOR OCEAN-BASED AND FRESHWATER ECOSYSTEMS. |
| THIRD ACHIEVEMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4C | CONSERVATION. 2.INFRASTRUCTURE RENEWAL PROGRAMS AT ALL THREE CITY ZOOS CONTINUE, MOST NOTABLY THE RENOVATION OF LIFE SUPPORT SYSTEM TO THE CPZ' PENGUIN EXHIBIT. 3.WILDLIFE CONSERVATION EDUCATION PROGRAMS CONTINUE TO EXPAND AT THE ALL THREE CITY ZOOS, VENTURING INTO AREAS OF URBAN ECOLOGY EDUCATION TO ADDRESS TOPICS OF CONSERVATION CONCERN IN THE NEW YORK METROPOLITAN AREA. 4.PROSPECT PARK ZOO ANIMAL HUSBANDRY ACTIVITIES CONTINUE TO BE SUCCESSFUL, PRODUCED TWO BLACK-NAPED FRUIT DOVES, ENDANGERED GOLDEN LION TAMARIN AND YELLOW-FOOTED ROCK WALLABIES AND TUFTED DEER. 5.PPZ CONTINUED TO WORK ON A NEW DINGO EXHIBIT EXPECTED TO OPEN IN SPRING 2012, PART OF A LARGER PROGRAM TO REVAMP ITS AUSTRALIAN-THEMED EXHIBITS. 6.THE QUEENS ZOO PRODUCED FOUR ENDANGERED THICK BILLED PARROTS, NINE RARE ARGENTINE RUDDY DUCKS AND FIVE BARROW'S GOLDEN EYE. THE QUEENS ZOO HOLDS ONE QUARTER OF THE AZA BREEDING POPULATION OF THICK BILLED PARROTS. 7.QZ IS WORKING ON A NEW EXHIBIT TO OPEN IN FALL 2012, FEATURING CHACOAN PECCARIES, PROMISING TO BE AN ACTIVE AND EXCITING LARGE MAMMAL EXHIBIT FOR THIS ZOO. |
| ALL OTHER ACHIEVEMENTS DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | NOAA REGIONAL PARTNERSHIP GRANT PROGRAM CONTINUED TO WORK WITH LOCAL NOT-FOR-PROFIT COMMUNTIY BASED ORGANIZATIONS ON VARIOUS ENVIRONMENTAL PROGRAMS AND PROJECTS. THIS PROGRAM HAS BEEN INSTRUMENTAL IN BRINGING TOGETHER ORGANIZATIONS FROM THE SURROUNDING COMMUNITY TO ENHANCE THE WATER QUALITY OF THE BRONX RIVER AND OTHER LOCAL WATERWAYS. |
| FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES | FORM 990, PART V, LINE 4B | AFGHANISTAN, ARGENTINA, BELIZE, BOLIVIA, BURMA, CAMBODIA, CONGO (DEMOCRATIC REPUBLIC), CHINA, CHILE, CAMEROON, COLUMBIA, ECUADOR, FIJI, GABON, GUATEMALA, INDONESIA, KENYA, LAOS, MADAGASCAR, MONGOLIA, NIGERIA, NICARAGUA, PARAGUAY, PERU, PAKISTAN, PAPUA NEW GUINEA, RUSSIA, RWANDA, SUDAN, THAILAND, TANZANIA, UGANDA, UNITED KINGDOM, VENEZUELA, VIETNAM, ZAMBIA |
| SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS | FORM 990, PAGE 6, PART VI, LINE 4 | THE GOVERNING BODY OF THE WILDLIFE CONSERVATION SOCIETY IS ITS BOARD OF TRUSTEES. ON MARCH 1, 2011, THE BOARD OF TRUSTEES AMENDED THE BYLAWS TO CHANGE THE AUTHORIZED NUMBER OF THE ENTIRE BOARD OF TRUSTEES FROM 50 TO 46. THE AUTHORIZED NUMBER OF TRUSTEES AS OF JUNE 30, 2011 WAS 46, INCLUDING EIGHT EX OFFICIO TRUSTEES. AS OF THAT DATE, THERE WERE 43 IN OFFICE. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF WCS, WHO IS ELECTED BY THE BOARD, IS AN EX OFFICIO TRUSTEE AND AN EMPLOYEE OF WCS. AS AN EMPLOYEE, THIS EX OFFICIO TRUSTEE WAS NOT "INDEPENDENT" IN THE MEANING OF THE IRS FORM 990 INSTRUCTIONS. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | WCS IS A NEW YORK NOT-FOR-PROFIT CORPORATION WITH VOTING AND NON-VOTING MEMBERS AND WITH NO STOCKHOLDERS. VOTING MEMBERS MAY VOTE TO ELECT TRUSTEES AND VOTE ON CERTAIN CORPORATE ACTIONS PURSUANT TO NEW YORK LAW GOVERNING SUCH NOT-FOR-PROFIT CORPORATIONS. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | SEE RESPONSE ABOVE REGARDING LINE 6 |
| DECISIONS SUBJECT TO APPROVAL OF MEMBERS | FORM 990, PAGE 6, PART VI, LINE 7B | SEE RESPONSE ABOVE REGARDING LINE 6 |
| POLICIES AND PROCEDURES GOVERNING CHAPTERS | FORM 990, PAGE 6, PART VI, LINE 10B | WCS HAS NO CHAPTERS. WCS HAS BRANCH OFFICES IN A NUMBER OF LOCATIONS. WCS HAS AFFILIATES. WCS HAS ADOPTED POLICIES AND PROCEDURES THAT ARE APPLICABLE TO ITS BRANCH OFFICES AND AFFILIATES. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | WCS'S 990 IS PREPARED BY THE COMPTROLLER AND THE COMPTROLLER'S STAFF IN CONSULTATION WITH OTHER WCS OFFICERS AND STAFF AND WCS'S OUTSIDE AUDITORS. THE DRAFT IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND BY WCS'S OUTSIDE AUDITORS. BEFORE FILING, THE DRAFT 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES BY POSTING ON A SECURE WEBSITE ACCESSIBLE TO ALL THE TRUSTEES. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | WCS'S BOARD OF TRUSTEES HAS ADOPTED A WRITTEN CONFLICTS OF INTEREST POLICY APPLICABLE TO TRUSTEES AND OFFICERS AND ANOTHER WRITTEN CONFLICTS OF INTEREST POLICY APPLICABLE TO EMPLOYEES. UNDER THESE POLICIES, TRUSTEES, OFFICERS AND EMPLOYEES ARE REQUIRED TO DISCLOSE CONFLICTS AND POSSIBLE CONFLICTS WHENEVER THEY BECOME AWARE OF THEM. IN ADDITION, THE DISCLOSING INDIVIDUAL MAY NOT PARTICIPATE IN THE CONSIDERATION OR ACTION ON THE RELEVANT MATTER. ANNUALLY TRUSTEES AND OFFICERS AND CERTAIN MANAGEMENT EMPLOYEES ARE REQUIRED TO COMPLETE AND RETURN A STATEMENT AFFIRMING THEIR KNOWLEDGE OF THE POLICY AND THEIR COMMITMENT TO ABIDE BY IT, AND ALSO TO IDENTIFY KNOWN CONFLICTS AND POSSIBLE CONFLICTS. UNDER THE APPLICABLE POLICY ANY CONFLICT OR POSSIBLE CONFLICT IS TO BE DEALT WITH ON A CASE BY CASE BASIS, IN THE CASE OF EMPLOYEES, BY MANAGEMENT UNDER SUPERVISION OF THE AUDIT COMMITTEE, AND IN THE CASE OF TRUSTEES, BY THE AUDIT COMMITTEE. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | UNDER THE WCS BYLAWS, THE HUMAN RESOURCES AND COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES HAS THE RESPONSIBILITY AND AUTHORITY TO FIX THE COMPENSATION OF ALL CORPORATE OFFICERS. THAT COMMITTEE DECIDES THE FORM AND AMOUNT OF COMPENSATION FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND SENIOR MANAGERS. THE COMMITTEE IS COMPOSED OF PERSONS WITHOUT A CONFLICT WITH RESPECT TO ITS COMPENSATION DECISIONS. THE COMMITTEE RELIES ON APPROPRIATE DATA AS TO THE RESONABLENESS OF COMPENSATION AND DOCUMENTS THE BASIS FOR EACH DECISION AT THE TIME THE DECISION IS MADE. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | YES SEE 15A |
| STATES WHERE COPY OF RETURN IS FILED | FORM 990, PAGE 6, PART VI, LINE 17 | ILLINOIS, INDIANA, KANSAS, KENTUCKY, MASSACHUSETTS, MARYLAND, MAINE, MICHIGAN, MINNESOTA, MONTANA, NORTH CAROLINA, NORTH DAKOTA, NEW HAMPSHIRE, NEW JERSEY, NEW MEXICO, NEW YORK, OHIO, OKLAHOMA, OREGON, PENNSYLVANIA, RHODE ISLAND, SOUTH CAROLINA, SOUTH DAKOTA, TENNESSEE, TEXAS, UTAH, VIRGINIA, WASHINGTON, WISCONSIN, WEST VIRGINIA, WYOMING |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | OUR AUDITED FINANCIAL STATEMENTS, IRS990, AND IRS 990T ARE POSTED AND AVAILABLE ON OUR WEBSITE. THE IRS 990 IS ALSO POSTED ON GUIDESTAR. DOCUMENTS ARE ALSO FURNISHED UPON REQUEST. |
| RELATED ORGANIZATIONS | FORM 990, PAGE 7, PART VII | INDIVIDUALS LISTED IN PART VII, COLUMN (A), DEVOTED THE FOLLOWING ESTIMATED HOURS PER WEEK TO RELATED ORGANIZATIONS. FOR ALL OTHER INDIVIDUALS LISTED IN PART VII, COLUMN (A), ZERO HOURS PER WEEK WERE DEVOTED TO RELATED ORGANIZATIONS. JOHN F. CALVELLI - 0.3 HRS/WK JOHN G. ROBINSON - 0.2 HRS/WK PATRICIA CALABRESE - 0.3 HRS/WK WB MCKEOWN - 0.5 HRS/WK ROBERT CALAMO - 0.3 HRS/WK JOSHUA R. GINSBERG - 1.0 HRS/WK |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | UNREALIZED INVESTMENT GAIN IN THE AMOUNT OF 27,395,958 IS ON WCS FINANCIAL STATEMENT BUT IS NOT INCLUDED IN FORM 990 AS RECOGNIZED INCOME. INVESTMENT EXPENSES IN THE AMOUNT OF 2,746,938 IS INCLUDED IN WCS FINANCIAL STATEMENT, SHOWN NET OF INVESTMENT INCOME. THIS TRANSACTION IS INCLUDED ON FORM 990 AS INVESTMENT EXPENSE ON PART IX STATEMENT OF FUNCTIONAL EXPENSES, LINE ITEM 11F. |
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