Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
SEAWORLD & BUSCH GARDENS CONSERVATION FU
 

Number and street (or P.O. box number if mail is not delivered to street address)9205 SOUTH PARK CENTER LOOP   Room/suite
City or town, state, and ZIP code
Orlando, FL32819
A Employer identification number

11-3692807
B Telephone number (see page 10 of the instructions)

C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$781,629J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 614,570
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 614,570 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 3,570 3,570    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 21,852 20,759   1,093
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 25,422 24,329   1,093
25 Contributions, gifts, grants paid........ 1,088,871 1,088,871
26 Total expenses and disbursements. Add lines 24 and 25 1,114,293 24,329   1,089,964
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -499,723
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 1,261,181 Click to see attachment781,629 781,629
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet100,854
Less: accumulated depreciation (attach schedule) bullet42,023 79,002 58,831  
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,340,183 840,460 781,629
Liabilities 17 Accounts payable and accrued expenses.......... 1,000 1,000
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 1,000 1,000
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,339,183 839,460
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,339,183 839,460
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,340,183 840,460
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,339,183
2 Enter amount from Part I, line 27a..................... 2 -499,723
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 839,460
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 839,460
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 1,045,721    
2009 815,557    
2008 1,675,507    
2007 1,436,650    
2006 923,771    
2 Total of line 1, column (d) ...................... 2 0.0
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.0
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 908,339
5 Multiply line 4 by line 3....................... 5 0
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7 0
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,089,964
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 201
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 201
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 201
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet201 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletDE, MO, AK, AL, AR, AZ, CA, CO, CT, FL
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletSWBGCONSERVATIONFUND.ORG
    14
    The books are in care ofbulletMARC SWANSON Telephone no.bullet (407) 226-5085
    Located atbullet9205 SOUTH PARK CENTER LOOPOrlandoFL ZIP+4bullet32819
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    US BANK TRUST DEPARTMENTClick to see attachment CUSTODIAN
    5     		3,570 0 0
    P O BOX 387 SL-MO-T16T
    SAINT LOUIS,MO63166
    VIRGINIA BUSCH DIRECTOR
    5     		0 0 0
    423 LYNCH ST BLDG 260-2
    SAINT LOUIS,MO63118
    BRADLEY F ANDREWS PRESIDENT AND E
    5     		0 0 0
    9205 SOUTH PARK CENTER LOOP
    ORLANDO,FL32819
    HOWARD DEMSKY SECRETARY
    5     		0 0 0
    9205 SOUTH PARK CENTER LOOP
    ORLANDO,FL32819
    JAMES D ATCHISON DIRECTOR
    5     		0 0 0
    9205 SOUTH PARK CENTER LOOP
    ORLANDO,FL32819
    JACK HANNA DIRECTOR
    2     		0 0 0
    9990 RIVERSIDE DR
    COLUMBUS,OH43065
    JULIE SCARDINA DIRECTOR
    5     		0 0 0
    500 SEAWORLD DRIVE
    San Diego,CA921097904
    JAMES DEAN DIRECTOR
    1     		0 0 0
    3605 E BOUGAINVILLEA AVENUE
    Tampa,FL33612
    HUGH BERT SHARE DIRECTOR
    1     		0 0 0
    ONE BUSCH PLACE
    ST LOUIS,MO63118
    DAVID GRABE DIRECTOR
    2     		0 0 0
    ONE BUSCH PLACE
    ST LOUIS,MO63118
    HEATHER MEIER PROJECT MNGR
    5     		0 0 0
    423 LYNCH ST BLDG 260-2
    SAINT LOUIS,MO63118
    GLEN YOUNG DIRECTOR
    5     		0 0 0
    9205 SOUTH PARK CENTER LOOP
    ORLANDO,FL32819
    SHEILA VOSS DIRECTOR
    5     		0 0 0
    423 LYNCH ST BLDG 260-2
    SAINT LOUIS,MO63118
    GIL ACOSTA ASSISTANT TREAS
    5     		0 0 0
    9205 SOUTH PARK CENTER LOOP
    Orlando,FL32819
    MARC SWANSON TREASURER
    5     		0 0 0
    9205 SOUTH PARK CENTER LOOP
    Orlando,FL32819
    JUDY ST LEGER DIRECTOR
    2     		0 0 0
    500 SEAWORLD DRIVE
    San Diego,CA921097904
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    922,172
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    922,172
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    922,172
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    13,833
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    908,339
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    45,417
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    45,417
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
     
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    45,417
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    45,417
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    45,417
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,089,964
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,089,964
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,089,964
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 45,417
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 923,771
    b From 2007....... 1,436,967
    c From 2008....... 1,629,432
    d From 2009....... 789,014
    e From 2010....... 1,008,633
    fTotal of lines 3a through e......... 5,787,817
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 1,089,964
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 45,417
    e Remaining amount distributed out of corpus 1,044,547
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,832,364
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		923,771
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		5,908,593
    10 Analysis of line 9:
    a Excess from 2007.... 1,436,967
    b Excess from 2008.... 1,629,432
    c Excess from 2009.... 789,014
    d Excess from 2010.... 1,008,633
    e Excess from 2011.... 1,044,547
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    VIRGINIA BUSCH
    423 LYNCH ST BLDG 260-2
    SAINT LOUIS,MO63118
    (314) 613-6081
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION CAN BE FOUND AT SWBG-CONSERVATIONFUNDORGONLINE APPLICATIONS ARE ONLY ACCEPTED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CONTRIBUTION GUIDELINES CAN BE FOUND AT SWBG-CONSERVATIONFUNDORG
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    WAZA JAPANEESE ASSOCIATION OF
    IUCN CONSERVATION CENTER
    SZ     		NONE EXEMPT GENERAL 15,000
    FAUNA FLORA INTL HAINAN GIBB
    1720 N STREET NW
    Washington,DC20036     		NONE EXEMPT GENERAL 5,000
    FAUNA FLORA INTL SUMATRAN TIGE
    1720 N STREET NW
    Washington,DC20036     		NONE EXEMPT GENERAL 12,500
    FAUNA FLORA INTL MARINE TURTLE
    1720 N STREET NW
    Washington,DC20036     		NONE EXEMPT GENERAL 15,000
    FAUNA FLORA INTL CHIMPANZEES
    1720 N STREET NW
    Washington,DC20036     		NONE EXEMPT GENERAL 9,650
    FRIENDS OF CONSERVATION EDUCAT
    700 COMMERCE DR STE 500
    Oak Brook,IL60523     		NONE EXEMPT GENERAL 15,000
    CORAL REEF ALLIANCE
    351 CALIFORNIA ST STE 650
    San Francisco,CA94104     		NONE EXEMPT GENERAL 13,000
    AMAZON CONSERVATION ASSOCIATIO
    1822 R STREET NW 4TH FL
    Washington,DC20009     		NONE EXEMPT GENERAL 9,000
    ASSOC SCIENTISTS AT WOODS HOLE
    P O BOX 721
    Woods Hole,MA02543     		NONE EXEMPT GENERAL 7,500
    FUNDACION PROYECTO TITI
    25745 BASSETT LN
    Los Altos,CA94022     		NONE EXEMPT GENERAL 10,000
    INTL FUND FOR ANIMALS
    290 SUMMER ST
    Yarmouth Port,MA02675     		NONE EXEMPT GENERAL 12,000
    INTL RHINO FOUNDATION
    581705 WHITE OAK RD
    Yulee,FL32097     		NONE EXEMPT GENERAL 17,000
    RED PANDA NETWORK
    P O BOX 868
    Newark,CA94560     		NONE EXEMPT GENERAL 9,000
    TURTLE FOUNDATION PROTECTING L
    2615 JEFFERSON ST
    Bellingham,WA98225     		NONE EXEMPT GENERAL 8,000
    FRIENDS OF THE OSA
    1822 R STREET NW
    Washington,DC20009     		NONE EXEMPT GENERAL 9,000
    FLORIDA KEYS WILDLIFE RESCUE
    P O BOX 431392
    Big Pine Key,FL33043     		NONE EXEMPT GENERAL 5,400
    WILDLIFE ALLIANCE ENCLOSURE
    1150 17TH STREET NW
    Washington,DC20036     		NONE EXEMPT GENERAL 10,000
    ECOLOGY PROJECT INTL
    315 S 4TH STREET E
    Missoula,MT59801     		NONE EXEMPT GENERAL 10,000
    MANGROVE ACTION PROJECT
    17 BEACH DR
    CJ     		NONE EXEMPT GENERAL 8,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BOULEVARD
    Bronx,NY10460     		NONE EXEMPT GENERAL 14,800
    EARTHWATCH INSTITUTE MACAWS
    114 WESTERN AVE
    Allston,MA02134     		NONE EXEMPT GENERAL 5,000
    NEW NATURE FOUNDATION
    1608 WALNUT ST 9TH FLOOR
    Philadelphia,PA19103     		NONE EXEMPT GENERAL 5,000
    XERCES SOCIETY FOR INVERTEBRAT
    4828 SE HAWTHORNE BLVD
    Portland,OR97215     		NONE EXEMPT GENERAL 6,000
    YOUNG GREEN WOMAN SIERRA LEONE
    33B BLACK HALL RD
    SL     		NONE EXEMPT GENERAL 5,000
    AFRICAN WILDLIFE CONSERVATION
    10564 NW 57TH ST
    Miami,FL33178     		NONE EXEMPT GENERAL 9,990
    CALIFORNIA WOLF CENTER
    1140 CHESTNUT ST 5
    San Francisco,CA94109     		NONE EXEMPT GENERAL 11,700
    ECOVIVA
    1904 FRANKIN ST STE 902
    Oakland,CA94612     		NONE EXEMPT GENERAL 5,000
    HUBBS SEAWORLD RESEARCH INSTIT
    2595 INGRAHAM ST
    San Diego,CA92109     		NONE EXEMPT GENERAL 10,000
    PAN AFRICAN SANCTUARY ALLIANCE
    P O BOX 86645
    Portland,OR97206     		NONE EXEMPT GENERAL 24,500
    THE LAND COUNCIL BEAVER SOLUTI
    25 WEST MAIN AVE STE 222
    Spokane,WA99201     		NONE EXEMPT GENERAL 13,000
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    Bronx,NY10460     		NONE EXEMPT GENERAL 10,500
    ECOHEALTH ALLIANCE FRANCISCANA
    460 EST 34TH ST STE 1701
    New York,NY10001     		NONE EXEMPT GENERAL 13,000
    UNIVERSITY OF FLORIDA
    219 GRINTER HALL
    Gainesville,FL32611     		NONE EXEMPT GENERAL 100,000
    NORTHWEST STRAITS MARINE
    10441 BAYVIEW EDISON RD
    Mount Vernon,WA98273     		NONE EXEMPT GENERAL 13,000
    MINTON FARM ANIMAL RESCUE
    18 MARALYN COURT
    AS     		NONE EXEMPT GENERAL 5,000
    SANCCOB REHAB WILD AFRICAN PEN
    P O BOX 11116 BLOUBERGRANDT
    SF     		NONE EXEMPT GENERAL 12,000
    TUSK TRUST MOKOLODI EDUCATION
    4 CHEAPSIDE HOUSE HIGH ST
    UK     		NONE EXEMPT GENERAL 8,700
    CHEETAH CONSERVATION BOTSWANA
    MOKOLODI NATURE RESERVE
    BC     		NONE EXEMPT GENERAL 8,900
    GREVYS ZEBRA TRUST
    P O BOX 15351
    KE     		NONE EXEMPT GENERAL 11,000
    UGANDA CONSERVATION FOUNDATION
    P O BOX 34020
    UG     		NONE EXEMPT GENERAL 10,000
    CHEETAH OUTREACH TRUST
    P O BOX 116
    SF     		NONE EXEMPT GENERAL 12,500
    BURGLAND CHARITY NAMIBIA
    P O BOX 99292
    WA     		NONE EXEMPT GENERAL 8,900
    ORANGUTAN INFORMATION CENTRE
    KOMPLEKS TASBI BLOK RR98
    ID     		NONE EXEMPT GENERAL 5,000
    COLUMBUS ZOO AQUARIUM SECORE
    9990 RIVERSIDE DR BOX 400
    Powell,OH43065     		NONE EXEMPT GENERAL 11,000
    BONAVA WILDLIFE CONSERVATION C
    P O BOX 338
    CM     		NONE EXEMPT GENERAL 4,931
    DELL CHEETAH CENTRE
    P O BOX 267
    SF     		NONE EXEMPT GENERAL 5,000
    ZOOLOGICAL SOCIETY OF LONDON
    REGENTS PARK
    UK     		NONE EXEMPT GENERAL 11,000
    INSTITUTO DE PASQUISAS
    RUA ARACU 97
    AC     		NONE EXEMPT GENERAL 6,500
    PEREGRINE FUND RIDGEWAYS HAWK
    5668 W FLYING HAWK LANE
    Boise,ID83709     		NONE EXEMPT GENERAL 5,000
    AMERICAN MUSEUM OF NATURAL HIS
    CENTRAL PARK AT 79TH ST
    New York,NY10024     		NONE EXEMPT GENERAL 10,000
    BAT CONSERVATION INTL
    P O BOX 162603
    Austin,TX78716     		NONE EXEMPT GENERAL 20,600
    EWASO LION PROJECT
    P O BOX 14996
    KE     		NONE EXEMPT GENERAL 10,000
    FRIENDS OF BONOBOS
    P O BOX 80254
    Minneapolis,MN55408     		NONE EXEMPT GENERAL 13,000
    SEWARD ASSOCIATION PACIFIC WAL
    P O BOX 1329
    Seward,AK99664     		NONE EXEMPT GENERAL 14,800
    GIRAFFE CONSERVATION FOUNDATIO
    26 GRASMERE RD
    UK     		NONE EXEMPT GENERAL 11,600
    FUNDACION ECOLOGICA RESCATE
    P O BOX 09 03 30197
    EC     		NONE EXEMPT GENERAL 9,000
    WILDLIFE IN NEED
    7651 SANTOS RD
    Lompoc,CA93436     		NONE EXEMPT GENERAL 7,500
    NATIONAL AUDOBON SOCIETY
    159 SAPSUCKER WOODS RD
    Ithaca,NY14850     		NONE EXEMPT GENERAL 12,000
    AFRICAN PEOPLE AND WILDLIFE FD
    19 PHEASANT HILL DR
    Far Hills,NJ07931     		NONE EXEMPT GENERAL 5,000
    RESTORE AMERICAS ESTUARIES
    2020 NORTH 14TH ST STE 210
    Arlington,VA22201     		NONE EXEMPT GENERAL 10,000
    GUNUNG PALUNG ORANGUTAN
    19 WOODPARK CIRCLE
    Lexington,MA02421     		NONE EXEMPT GENERAL 9,700
    WILDIZE FOUNDATION SUB SAHARAN
    P O BOX 3078
    Aspen,CO81612     		NONE EXEMPT GENERAL 13,500
    PROJECT WILDLIFE
    4343 MORENA BLCD STE 7
    San Diego,CA92117     		NONE EXEMPT GENERAL 5,000
    AUDOBON OF FLORIDA BALD EAGLE
    1101 AUDOBON WAY
    Maitland,FL32751     		NONE EXEMPT GENERAL 10,000
    BREVARD ZOO OYSTER RESTORATION
    8225 N WICKHAM RD
    Melbourne,FL32940     		NONE EXEMPT GENERAL 9,000
    OCEAN FOUNDATION OCEAN CONNECT
    P O BOX 3953
    San Diego,CA92163     		NONE EXEMPT GENERAL 6,900
    ASOCIACION PARA EL DESARROLLO
    CALLE TEOTL 6
    ES     		NONE EXEMPT GENERAL 5,000
    SOUTH LUANGWA CONSERVATION SOC
    BOX 3
    ZA     		NONE EXEMPT GENERAL 7,500
    WILDLIFE CONSERVATION RESEARCH
    RECANATI KAPLAN CENTRE
    SF     		NONE EXEMPT GENERAL 11,700
    ZAMBIAN CARNIVORE PROGRAM
    P O BOX 80
    ZA     		NONE EXEMPT GENERAL 10,700
    YOUTHLINK KENYA
    P O BOX 654
    KE     		NONE EXEMPT GENERAL 7,500
    ZOOLOGICAL SOCIETY OF LONDON
    REGENTS PARK
    UK     		NONE EXEMPT GENERAL 5,000
    WILDCOAST GRAY WHALE
    925 SEACOAST DR
    Imperial Beach,CA91932     		NONE EXEMPT GENERAL 5,000
    SEA TURTLE INCORPORATED
    P O BOX 3987
    South Padre Islan,TX78597     		NONE EXEMPT GENERAL 12,000
    OL PEJETA CONSERVANCY
    PRIVATE BAG NANYUKI 10400
    KE     		NONE EXEMPT GENERAL 8,900
    CAT BA LANGUR CONSERVATION
    SENTRUPER STRASSE 315
    GM     		NONE EXEMPT GENERAL 7,700
    OWLS ASHTOWN WETLAND MEADOWS
    THE LODGE BRIGHTON SQUARE
    EI     		NONE EXEMPT GENERAL 2,800
    CENTRAL COAST WILDLIFE GUILD
    P O BOX 1134
    Morro Bay,CA93443     		NONE EXEMPT GENERAL 5,500
    IZAAK WALTON LEAGUE OF AMERICA
    707 CONSERVATION LANE
    Gaithersburg,MD20878     		NONE EXEMPT GENERAL 9,000
    CHEETAH CONSERVATION FUND
    P O BOX 2496
    Alexandria,VA22301     		NONE EXEMPT GENERAL 16,000
    SAVE THE ELEPHANTS
    25745 BASSETT LN
    Los Altos,CA94022     		NONE EXEMPT GENERAL 11,500
    BONOBO CONSERVATION INITIATIVE
    2701 CONNECTICUT AVE NW
    Washington,DC20008     		NONE EXEMPT GENERAL 12,000
    PAINTED DOG CONSERRVATION
    25745 BASSETT LN
    Los Altos,CA94022     		NONE EXEMPT GENERAL 26,600
    EARTH KEEPERS CENTRE
    P O BOX 654 20227 SOTIK
    KE     		NONE EXEMPT GENERAL 11,500
    TUSK TRUST
    4 CHEAPSIDE HOUSE HIGH ST
    UK     		NONE EXEMPT GENERAL 15,000
    WILDLIFE RESEARCH AND CONSERVA
    1508 NEW DIGANA RD
    CE     		NONE EXEMPT GENERAL 9,000
    MABULA GROUND HORNBILL
    PRIVATE BAG X 1644
    SF     		NONE EXEMPT GENERAL 9,500
    PHILIPPINE EAGLE FOUNDATION
    MALAGOS DAVAO CITY
    RP     		NONE EXEMPT GENERAL 5,000
    ECOLOGY PROJECT INTL
    315 SOUTH 4TH ST
    Missoula,MT59801     		NONE EXEMPT GENERAL 13,000
    CAMEROON WILDLIFE AID FUND
    BRISTOL ZOO CLIFTON
    UK     		NONE EXEMPT GENERAL 7,500
    CARNIVORE AND PANGOLIN CONSERV
    BOX 179
    VM     		NONE EXEMPT GENERAL 6,800
    CENTRE FOR ECOLOGY AND WILDLIF
    FATHIMA NAGAR EAST PORT
    ID     		NONE EXEMPT GENERAL 5,000
    ENDANGERED WILDLIFER TRUST
    PRIVATE BAX X11
    SF     		NONE EXEMPT GENERAL 10,000
    APE ACTION AFRICA
    123 SOUTH 10TH ST
    Salina,KS67401     		NONE EXEMPT GENERAL 4,200
    PONTIFICA UNIVERSIDAD CATOLICA
    F ARGONOMIA Y FORESTAL
    AR     		NONE EXEMPT GENERAL 8,000
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    Washington,DC20037     		NONE EXEMPT GENERAL 52,900
    UNIVERSITY OF WASHINGTON
    24 KINCAID HALL
    Seattle,WA98195     		NONE EXEMPT GENERAL 12,500
    NATURE IRAQ FOUNDATION
    P O BOX 249
    IZ     		NONE EXEMPT GENERAL 5,000
    Total .................................bullet 3a 1,088,871
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory          
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13  
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    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 taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    SEAWORLD & BUSCH GARDENS CONSERVATION FU
     
    Employer identification number

    11-3692807
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SEAWORLD & BUSCH GARDENS CONSERVATION FU
          		Employer identification number

    11-3692807
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    SEAWORLD PARKS AND ENTERTAINMENT    
    9205 SOUTH PARK CTR LOOP STE 400
       
    ORLANDO, FL   32819

    		$405,525




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    AMERICAN EXPRESS    
    20002 NORTH 19TH AVE A-06
       
    PHOENIX, AZ   85027

    		$72,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    PEPSI    
    13236 CORPORATE EXCHANGE DR
       
    BRIDGETON, MO   63044

    		$25,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    JOHN G SHEDD AQUARIUM    
    1200 S LAKE SHORE DR
       
    CHICAGO, IL   60605

    		$20,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SEAWORLD & BUSCH GARDENS CONSERVATION FU
          		Employer identification number

    11-3692807
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    SEAWORLD & BUSCH GARDENS CONSERVATION FU
          		Employer identification number

    11-3692807
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 CompensationExplanation
    Name:
    SEAWORLD & BUSCH GARDENS CONSERVATION FU
    EIN: 11-3692807
    Person Name Explanation
    US BANK TRUST DEPARTMENT TRUSTEE FEES

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    SEAWORLD & BUSCH GARDENS CONSERVATION FU
    EIN: 11-3692807
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIRST AMER PRIME OBLIG FD CL 1 781,629 781,629

    TY 2011 OtherExpensesSchedule
    Name:
    SEAWORLD & BUSCH GARDENS CONSERVATION FU
    EIN: 11-3692807
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Depreciation 20,171 19,162 0 1,009
    Bank fees and wire charges 1,681 1,597 0 84


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    SEAWORLD & BUSCH GARDENS CONSERVATION FU
    EIN: 11-3692807
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE FEES 3,570 3,570 0 0