Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 10-01-2011 and ending 09-30-2012
BCheck if applicable:
CName of organization
ENVIRONMENTAL DEFENSE FUND INC
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
257 PARK AVENUE SOUTH
17TH FLOOR
Room/suite
City or town, state or country, and ZIP + 4
NEW YORK, NY10010
D Employer identification number

11-6107128
E Telephone number

G Gross receipts $ 141,092,081
F Name and address of principal officer:
FREDERIC D KRUPP
257 PARK AVENUE SOUTH
NEW YORK,NY10010
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.EDF.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1967
M State of legal domicile: NY
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: EDF's mission is to preserve the natural systems on which all life depends. Guided by science, we design and transform markets to bring lasting solutions to the most serious environmental problems.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 39
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 37
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 543
6 Total number of volunteers (estimate if necessary) .... 6 20
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 5,904
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 94,076,678 110,051,773
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,515,627 1,155,219
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 768,956 708,146
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 96,361,261 111,915,138
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,826,110 8,242,309
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 41,128,103 46,244,145
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 668,697 497,673
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet11,774,451    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 37,917,445 47,047,316
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 88,540,355 102,031,443
19 Revenue less expenses. Subtract line 18 from line 12....... 7,820,906 9,883,695
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 153,964,992 173,139,307
21 Total liabilities (Part X, line 26)............. 16,930,820 21,270,071
22 Net assets or fund balances. Subtract line 21 from line 20..... 137,034,172 151,869,236
Part II
Signature Block
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
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: Environmental Defense Fund's mission is to preserve the natural systems on which all life depends. Guided by science, we design and transform markets to bring lasting solutions to the most serious environmental problems.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
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 and section 4947(a)(1) trusts 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 $ 36,129,572 including grants of $ 5,120,990 ) (Revenue $   )
Climate and Energy - See Schedule O
4b (Code:   ) (Expenses $ 22,030,127 including grants of $ 2,046,676 ) (Revenue $   )
Oceans - See Schedule O
4c (Code:   ) (Expenses $ 15,933,224 including grants of $ 808,164 ) (Revenue $   )
Restoring EcoSystems - See Schedule O
4d Other program services (Describe in Schedule O.)
(Expenses $ 9,101,531 including grants of $ 266,479 ) (Revenue $   )
4e Total program service expensesMediumBullet$ 83,194,454
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
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 IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II
Click to see attachment.........................
4
Yes
 
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 IIIClick to see attachment........................
5
 
No
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 IClick to see attachment....................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; 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
Click to see attachment
...................
9
 
No
10
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 VClick to see attachment
10
Yes
 
11
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:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
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.Click to see attachment
11b
Yes
 
c
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.Click to see attachment
11c
 
No
d
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.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
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.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
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, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
Yes
 
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, Part I......... Click to see attachment
14b
Yes
 
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 U.S.? If “Yes,” complete Schedule F, Part II.. Click to see attachment
15
Yes
 
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 U.S.? If “Yes,” complete Schedule F, Part III.. Click to see attachment
16
 
No
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 IClick to see attachment
17
Yes
 
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.......... Click to see attachment
18
 
No
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................... Click to see attachment
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
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.. Click to see attachment
21
Yes
 
22
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..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 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................ Click to see attachment
23
Yes
 
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 questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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?
......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
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...... Click to see attachment
25a
 
No
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................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II
......................... Click to see attachment
26
 
No
27
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......... Click to see attachment
27
 
No
28
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 ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV
................... Click to see attachment
28b
Yes
 
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 owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I
...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
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........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
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... Click to see attachment
35b
 
No
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........... Click to see attachment
36
Yes
 
37
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 VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
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
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
355
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? ..................
1c
Yes
 
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
543
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)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
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 or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletMX , CJ , UK
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?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
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?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
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?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
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?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate 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 aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
39
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
37
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? .................
2
 
No
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? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
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? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
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 .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
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? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
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 ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
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 arrangement with a taxable entity during the year? ......................
16a
 
No
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
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AZ , AR , CA , CT , FL , GA , HI , IL , KS , KY , LA , ME , MD , MA , MI , MN , MS , NH , NJ , NM , NY , NC , OH , OK , OR , PA , RI , SC , TN , UT , VA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
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.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
PETER ACCINNO
257 PARK AVENUE SOUTH
NEW YORK,NY10010
(212) 616-1202
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
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.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet 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.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet 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 organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) CARL FERENBACH
CHAIR
2.0 X   X            
(2) ARTHUR KERN
VICE CHAIR
2.0 X   X            
(3) ARTHUR P COOLEY
SECRETARY
2.0 X   X            
(4) GLEONARD BAKER JR
TRUSTEE
2.0 X                
(5) ROD A BECKSTROM
TRUSTEE
2.0 X                
(6) JAMES W B BENKARD
TRUSTEE
2.0 X                
(7) SALLY G BINGHAM MDIV
TRUSTEE
2.0 X                
(8) SHELBY W BONNIE
TRUSTEE
2.0 X                
(9) WILLIAM K BOWES JR
TRUSTEE
2.0 X                
(10) KEITH CAMPBELL
TRUSTEE
2.0 X                
(11) RUTH DEFRIES PHD
TRUSTEE
2.0 X                
(12) ANN DOERR
TRUSTEE
2.0 X                
(13) SUSAN FORD DORSEY
TRUSTEE
2.0 X                
(14) STANLEY DRUCKENMILLER
TRUSTEE
2.0 X                
(15) ROGER A ENRICO
TRUSTEE
2.0 X                
(16) KIRSTEN J FELDMAN
TRUSTEE
2.0 X                
(17) LYNN R GOLDMAN MD MPH
TRUSTEE
2.0 X                
Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (describe hours for related organizations in Schedule O)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) HANNELORE GRANTHAM
TRUSTEE
2.0 X                
(19) CHARLES J HAMILTON JR
TRUSTEE
2.0 X                
(20) GRIFFITH R HARSH IV
TRUSTEE
2.0 X                
(21) MARK W HEISING
TRUSTEE
2.0 X                
(22) THE HONORABLE THOMAS H KEAN
TRUSTEE
2.0 X                
(23) THE HONORABLE RICARDO LAGOS
TRUSTEE
2.0 X                
(24) RICHARD J LAZARUS
TRUSTEE
2.0 X                
(25) ABBY LEIGH
TRUSTEE
2.0 X                
(26) SARAH LIAO SAU-TUNG PHD
TRUSTEE
2.0 X                
(27) KATHERINE LORENZ
TRUSTEE
2.0 X                
(28) FRANK E LOY
TRUSTEE
2.0 X                
(29) SUSAN MANDEL
TRUSTEE
2.0 X                
(30) KATHRYN MURDOCH
TRUSTEE
2.0 X                
(31) N J NICHOLASJR
TRUSTEE
2.0 X                
(32) SIGNE OSTBY
TRUSTEE
2.0 X                
(33) STEPHEN W PACALA PHD
TRUSTEE
2.0 X                
(34) ROBERT M PERKOWITZ
TRUSTEE
2.0 X                
(35) JULIAN H ROBERTSON JR
TRUSTEE
2.0 X                
(36) PEGGY M SHEPARD
TRUSTEE
2.0 X                
(37) DOUGLAS W SHORENSTEIN
TRUSTEE
2.0 X                
(38) SAM RAWLINGS WALTON
TRUSTEE
2.0 X                
(39) CHARLES F WURSTER PHD
TRUSTEE
2.0 X                
(40) FREDERIC D KRUPP
PRESIDENT
40.0     X       433,510 0 53,574
(41) PETER ACCINNO
CFO & TREASURER
40.0     X       224,051 0 19,182
(42) ELIZABETH HENSHAW
CHIEF OPERATING OFFICER
40.0       X     270,457 0 40,767
(43) DANIEL J DUDEK
VICE PRESIDENT
40.0         X   221,575 0 37,630
(44) DAVID FESTA
VP WEST COAST
40.0         X   288,078 0 29,247
(45) DIANE REGAS
SENIOR VP PROGRAMS
40.0         X   242,908 0 35,945
(46) CYNTHIA HAMPTON
VP MARKETING & COMMUNICATIONS
40.0         X   235,925 0 22,438
(47) STEPHEN W COCHRAN
VP CLIMATE & AIR
40.0         X   233,274 0 37,327
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 2,149,778 0 276,110
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet122
Yes
No
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 .............
3
 
No
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...........................
4
Yes
 
5
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 .....
5
 
No
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
(B)
Description of services
(C)
Compensation
CAP LOG GROUP LLC
135 IPANEMA PLACE
DAVIS,CA95616
Oceans Consulting 431,038
KL GATES LLP
1601 K STREET NW
WASHINGTON,DC20006
CONSULT & LEGAL SVS 973,936
COLLINS CONSULTING
4801 CONN AVE NW 514
WASHINGTON,DC20008
CONSULTING SERVICES 195,722
SEAN DONAHUE
295 SANCHEZ STREET
SAN FRANCISCO,CA94114
CONSULT & LEGAL SVS 188,285
ECO ANALYTICS LLP
545 VEREDA DEL CIERVO
GOLETA,CA93117
DESIGN & DATA ANALY 542,832
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet5
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a 181,653
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 3,393,352
f All other contributions, gifts, grants, and
similar amounts not included above
1f
106,476,768
g Noncash contributions included in lines 1a-1f:$ 13,059,795
h Total. Add lines 1a-1f.......MediumBullet 110,051,773
 Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
 Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 1,118,951   5,904 1,113,045
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 29,213,211  
b Less: cost or other basis and sales expenses 29,176,943  
c Gain or (loss) 36,268  
d Net gain or (loss)..........MediumBullet 36,268     36,268
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a HONORARIUM 900,099 511,979     511,979
b ROYALTIES AND LIST RENTAL FEES 900,099 168,648     168,648
c OTHER REVENUE 900,099 27,519     27,519
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 708,146
12 Total revenue. See Instructions....MediumBullet 111,915,138   5,904 1,857,459
Form 990 (2011)
Form 990 (2011)
Page 10
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) but are not required to complete columns (B), (C), and (D).
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.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 4,067,177 4,067,177
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 5,056 5,056
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 4,170,076 4,170,076
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 1,173,233 920,128 76,295 176,810
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 35,684,451 27,986,127 2,320,552 5,377,772
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,721,414 1,350,048 111,943 259,423
9 Other employee benefits ....... 4,976,326 3,902,767 323,609 749,950
10 Payroll taxes ........... 2,688,721 2,108,674 174,847 405,200
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 431,156 418,221 6,252 6,683
c Accounting ........... 98,000   98,000  
d Lobbying ........... 947,570 947,570    
e Professional fundraising. See Part IV, line 17.. 497,673 497,673
f Investment management fees ...... 114,852   114,852  
g Other .......... 20,518,485 20,046,947   471,538
12 Advertising and promotion .... 6,881,740 6,509,953 8,627 363,160
13 Office expenses ....... 1,306,296 810,498 224,454 271,344
14 Information technology ...... 1,523,259 1,010,986 246,036 266,237
15 Royalties .. 0      
16 Occupancy ........... 5,627,203 2,304,087 2,423,326 899,790
17 Travel ............ 4,383,105 3,672,686 95,758 614,661
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 3,337,065 2,323,359 118,431 895,275
20 Interest ........... 127,974   127,974  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 1,483,589 376,403 589,972 517,214
23 Insurance .............. 111,044 107,713 1,610 1,721
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a MISCELLANEOUS 155,978 155,978    
b
c
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 102,031,443 83,194,454 7,062,538 11,774,451
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 5,769,439 4,492,028 586,990 690,421
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year
(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 2,169,567 1 2,174,288
2 Savings and temporary cash investments ....... 3,535,914 2 12,199,244
3 Pledges and grants receivable, net ......... 88,753,479 3 92,800,326
4 Accounts receivable, net ......... 0 4 0
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 100,703 8 123,876
9 Prepaid expenses and deferred charges ............ 1,060,157 9 1,654,370
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 13,833,660
b Less: accumulated depreciation. ..... 10b 9,034,875 4,518,679 10c 4,798,785
11 Investments—publicly traded securities .......... 31,789,427 11 34,556,333
12 Investments—other securities. See Part IV, line 11 ...... 18,390,316 12 21,823,819
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 3,646,750 15 3,008,266
16 Total assets. Add lines 1 through 15 (must equal line 34)... 153,964,992 16 173,139,307
Liabilities 17 Accounts payable and accrued expenses . 4,351,631 17 6,170,214
18 Grants payable .......... 0 18 0
19 Deferred revenue .......... 30,397 19 23,132
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 1,489,853 23 3,060,318
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 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..... 11,058,939 25 12,016,407
26 Total liabilities. Add lines 17 through 25..... 16,930,820 26 21,270,071
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 39,235,319 27 42,123,288
28 Temporarily restricted net assets ..... 94,062,355 28 106,009,450
29 Permanently restricted net assets ..... 3,736,498 29 3,736,498
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 137,034,172 33 151,869,236
34 Total liabilities and net assets/fund balances ..... 153,964,992 34 173,139,307
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
111,915,138
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
102,031,443
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
9,883,695
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
137,034,172
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
4,951,369
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
151,869,236
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
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?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 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. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
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? ................
3a
Yes
 
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. ..
3b
Yes
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
Part I
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
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
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
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(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?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 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) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 122,134,631 126,116,250 52,480,737 94,076,678 110,051,773 504,860,069
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.. 122,134,631 126,116,250 52,480,737 94,076,678 110,051,773 504,860,069
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)..           119,253,457
6 Public Support. Subtract line 5 from line 4.           385,606,612
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 122,134,631 126,116,250 52,480,737 94,076,678 110,051,773 504,860,069
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 1,090,838 686,847 744,107 1,031,816 1,118,951 4,672,559
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.. 153,239 1,163,670 693,483 480,811 36,268 2,527,471
11 Total support (Add lines 7 through 10).           512,060,099
12
12
2,199,873
13
Section C. Computation of Public Support Percentage
14
14
75.305 %
15
15
74.250 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 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) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
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
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
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
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
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
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(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.)
(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.)
(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
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
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
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
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:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
If the organization answered “Yes” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet 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
Round Bullet 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.
Round Bullet 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, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ...................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
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.
(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-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2011

Schedule C (Form 990 or 990-EZ) 2011
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check expenses, and share of excess lobbying expenditures).
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group
totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...... 245,765  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ....... 701,805  
c Total lobbying expenditures (add lines 1a and 1b) ................... 947,570  
d Other exempt purpose expenditures ........................ 101,083,873  
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 102,031,443  
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
1,000,000  
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000  
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

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)
(a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e))
        6,000,000
             
c Total lobbying expenditures 889,883 896,377 921,529 947,570 3,655,359
             
d Grassroots nontaxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))
        1,500,000
             
f Grassroots lobbying expenditures 222,471 250,000 240,143 245,765 958,379
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
Page 3
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.
(a)
Yes
No
(b)
Amount
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
Volunteers? .........................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
 
c
Media advertisements? ....................................
 
 
 
d
Mailings to members, legislators, or the public? .........................
 
 
 
e
Publications, or published or broadcast statements? .......................
 
 
 
f
Grants to other organizations for lobbying purposes? .......................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
 
 
i
Other activities? ..........................
 
 
 
j
Total. Add lines 1c through 1i ...............................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
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”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
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 .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
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? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2011

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete 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
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
Part I
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 (b) Funds and other accounts
1 Total number at end of year ....... 5  
2 Aggregate contributions to (during year) ... 256,336  
3 Aggregate grants from (during year) ... 207,623  
4 Aggregate value at end of year ....... 730,511  
5
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? ............
6
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? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements 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 easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
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 XIV, 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:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
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 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
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?........
Part IV
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.
1a
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 XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 4,492,055 4,533,102 4,533,102 4,533,102
b Contributions ........        
c Net investment earnings, gains, and losses ... 1,350,821 212,740    
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........
252,100 253,787    
f Administrative expenses ....        
g End of year balance ...... 5,590,776 4,492,055 4,533,102 4,533,102
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet67.000 %
c
Temporarily restricted endowment SchDMd Bullet33.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
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 (d) Book value
1a Land .................      
b Buildings ................   393,319   393,319
c Leasehold improvements ............   5,819,211 3,892,334 1,926,877
d Equipment ................   3,446,908 2,341,682 1,105,226
e Other .................   4,174,222 2,800,859 1,373,363
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 4,798,785
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) SPLIT INTEREST AGREEMENTS
7,386,338 F

(B) FUND OF FUNDS
13,740,199 F

(C) PRIVATE EQUITIES
43,469 F

(D) VENTURE CAPITAL
653,813 F





Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 21,823,819
Part VIII
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








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
DEFERRED RENT 907,944
ANNUITIES PAYABLE 4,665,099
RETIREMENT PLAN LIABILITY 1,800,756
DUE TO EDAF 4,287,724
OTHER PROGRAM RELATED LIABILIT 354,884




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 12,016,407
2. Fin 48 (ASC 740) Footnote. In Part XIV, 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 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 111,915,138
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 102,031,443
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 9,883,695
4 Net unrealized gains (losses) on investments .......................... 4 4,951,369
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8  
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 4,951,369
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 14,835,064
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 116,866,507
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 4,951,369
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 4,951,369
3 Subtract line 2e from line 1..................... 3 111,915,138
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 XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 111,915,138
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 102,031,443
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 102,031,443
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 XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 102,031,443
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 THE ORGANIZATION'S ENDOWMENT CONSISTS OF NINETEEN INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES AND CONSISTING ENTIRELY OF DONOR-RESTRICTED FUNDS. THE ORGANIZATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING FOR PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED WITH A FOCUS ON EARNING MARKET RETURNS OR BETTER WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK.
INCOME TAXES ASC 740 (FOOTNOTE) PART X LINE 2 THE ORGANIZATION IS SUBJECT TO THE PROVISIONS OF ASC TOPIC 740-10-05, RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. BECAUSE OF THE ORGANIZATION'S GENERAL TAX-EXEMPT STATUS, ASC TOPIC 740-10-05 HAS NOT HAD, AND IS NOT EXPECTED TO HAVE, A MATERIAL IMPACT ON THE ORGANIZATION'S CONSOLIDATED AND CONSOLIDATING FINANCIAL STATEMENTS.
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
Part I
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? ..............................
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
Activites per Region. (Use Part V if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees or agents in region or independent contractors (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 region/investments
in region
North America 1 9 Grantmaking   320,403
East Asia and the Pacific 1 10 Grantmaking   2,319,000
Russia and the Newly Independent States     Grantmaking   83,000
Central America and the Caribbean     Grantmaking   13,500
South America     Grantmaking   1,252,673
South Asia     Grantmaking   178,500
Europe (Including Iceland and Greenland)     Grantmaking   3,000
           
           
           
           
           
           
           
           
           
           
3a Sub-total ..... 2 19 4,170,076
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 2 19 4,170,076
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 2
Part II
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. Check this box if no one recipient received more than $5,000 ........ MediumBullet
Use Part V if additional space is needed.
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
disbursement
(g) Amount of
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
South Asia India General Support 23,500        
South Asia India General Support 55,000        
South America Brazil General Support 133,714        
South Asia India General Support 25,000        
East Asia/Pacific China General Support 2,294,000        
South America REDD Brazil 7,000        
Cent. America/Caribbean Publication 6,000        
East Asia/Pacific Viet Nam General Support 10,000        
South America Fisheries research 47,166        
South America REDD Brazil efforts 7,000        
South America REDD Brazil efforts 112,200        
Russia Russia General Support 50,000        
South America Belize fisheries 21,527        
South America REDD Brazil efforts 123,782        
South America REDD Brazil efforts 91,429        
South America REDD Brazil efforts 123,429        
South America REDD Brazil efforts 580,427        
East Asia/Pacific Viet Nam General Support 15,000        
North America Grants for Mexico Catch Shares 315,403        
Russia Russia General Support 25,000        
Russia Methane Efforts 8,000        
South Asia India General Support 25,000        
South Asia India General Support 25,000        
South Asia India General Support 25,000        
Cent. America/Caribbean Belize fisheries 7,500        
2
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 .....MediumBullet
27
3
Enter total number of other organizations or entities ........................MediumBullet
 
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Use Part V if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 4
Part IV
Foreign Forms
1 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 (see instructions for Form 926).................
2 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 and/or Form 3520-A. (see instructions for Forms 3520 and 3520-A)..........
3 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)..............................
4 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, Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see instructions for Form 8621)
5 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)....................................
6 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)................................................
Schedule F (Form 990) 2011
Schedule F (Form 990) 2011
Page 5
Part V
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).
Identifier ReturnReference Explanation
GRANTS AND OTHER ASSISTANCE OUTSIDE THE UNITED STATES PART I, LINE 2 The Organization has a number of grants and other assistance it provides to other entities. The majority of these grants are to other environmental and like minded entities that perform work alongside of EDF in the accomplishment of its mission. EDF monitors the performance of the grant recipients by written reports, site visits, verbal communication and review. Partial payments are typically made on a sub-grant until a pattern of proven achievements on objectives is demonstrated. In the end EDF typically prepares a report to funding entities on the use of grant funds -both by itself and by any sub-grant recipients.
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
     
Schedule F (Form 990) 2011
Additional Data


Software ID:  
Software Version:  



SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
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.right arrowAttach to Form 990 or Form 990-EZ. right arrowSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
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?
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. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (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
Yes No
INTEGRAL RESOURCES INC DIRECT FUNDRAISING   No 393,776 311,584 82,192
PUBLIC INTEREST COMMUNICATIO DIRECT FUNDRAISING   No 88,921 122,362  
PDR II INC TELEPHONE FUNDRAISING   No 6,608 13,853  
COMNET MARKETING GROUP INC FUNDRAISING COUNSEL   No 53,833 49,874 3,959
Total .................right arrow 543,138 497,673 86,151
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
AL, AK, AZ, AR, CA, CT, FL, GA, HI, IL, KS, KY, LA, ME, MD, MA, MI, MN, MS, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

 
(event type)
(b) Event #2

 
(event type)
(c) Other Events

 
(total number)
(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . .        
2 Less: Charitable
contributions . . .
       
3 Gross income (line 1
minus line 2) . . .
       
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . .        
6 Rent/facility costs . .        
7 Food and beverages . .        
8 Entertainment . . .        
9 Other direct expenses .        
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow  
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow  
Part III
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.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . .        
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow  
9
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:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
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? ..........................
Schedule G (Form 990 or 990-EZ) 2011
Schedule G (Form 990 or 990-EZ) 2011
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
 
b
An outside facility ........................
13b
 
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
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 right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
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 distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2011
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number
11-6107128
Part I
General Information on Grants and Assistance
1
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? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
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. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed
......................... lBullet
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) The National Religious Partnership for the Environ94 King Street suite B
Northampton,MA01060
13-6996770 501 (c ) (3) 266,500       clean air act communications support
(2) American Wind Wildlife Institute1110 Vermont Avenue NW Suite 950
Washington,DC20005
26-1587829 501 ( c) (3) 10,000       Support for Habitat Exchange
(3) Amplifier CatalystInc dba Amplifier Strategies2800 3rd Street
Need,CA94107
27-1256036 None 6,000       Coordinate Meeting
(4) Appalachian State UniversityPO Box 32043
Boone,NC28608
56-1176030 501 ( c) (3) 10,761       Fisheries research
(5) ASU Office for Research and Sponsored ProjectsPO Box 876011
Tempe,AZ852876011
86-0196696 SEC 115 50,000       Fisheries research
(6) Atlantic States Marine Fisheries Commission1050 N Highland Street Suite 200
Arlington,VA222012196
13-6006904 FED COMMISSION 25,000       Fisheries Management
(7) BlueGreen Alliance Foundation2828 University Avenue SE Suite 20
Minnepolis,MN55414
20-3477309 501 (c ) (3) 35,000       General Suppport
(8) California Fisheries Fund Inc257 Park Avenue South
New York,NY10010
26-0873741 501 (c ) (3) 160,000       General Suppport
(9) California Interfaith Power & Light dba The Regene369 Pine Street 700
San Francisco,CA94104
94-3335236 501 (c ) (3) 20,500       CA Climate efforts
(10) California League of Conservation Voters350 Frank H Ogawa Plaza 11th Flr
Oakland,CA94612
94-3169564 501 (C) (4) 15,000       General Suppport
(11) Charter Fishermans Association10201 S Padre Island Dr Suite 31
Corpus Christi,TX78418
27-5353242 501 (c ) (6) 161,000       Organizational Development
(12) Coaliton to Restore Coastal LouisianaLouisiana 6160 Perkins Road 225
Baton Rouge,LA70808
72-1115589 501 (c ) (3) 75,000       restore coastal Louisiana
(13) Colorado State University6003 Campus Delivery 555 SHowes S
Fort Collins,CO805236003
84-6000545 Sec 115 225,000       Methane
(14) CUB Consumer Education and Research Fund309 W Washington Street Ste 800
Chicago,IL60606
20-4904719 501 (c ) (3) 125,000       IL smart grid initiatives
(15) Defenders of Wildlife1130 17th St NW
Washington,DC20036
53-0183181 501 (c ) (3) 112,010       CO River Basin study
(16) Duke University2117 Campus Drive PO Box 90335
Durham,NC27708
56-0532129 501 (c ) (3) 37,175       Natural Gas Efforts
(17) Duke UniversityDuke University A/R Lockbox PO Box
Charlotte,NC282602651
56-0532129 501 (c ) (3) 286,734       Fisheries Forum
(18) Environmental Defense Action Fund257 Park Avenue South
New York,NY10010
90-0080500 501 (c ) (4) 622,000       EDF 501(h) EDAF lobbying
(19) Fort Bragg Groundfish Association20501 Nottingham Court
Fort Bragg,CA95437
30-0747064 None 50,000       fisheries mgt reform
(20) Gulf Fishermen's Association IncPO Box 14894
Bradenton,FL34280
55-0869235 501 (c ) (3) 50,000       fisheries mgt reform
(21) Humane Society International INC2100 L Street
Washington,DC20037
52-1769464 501 (c ) (3) 58,209       coral conservation
(22) Intercultural Center for the Study of Deserts and4455 N Camino Cardenal
Tucson,AZ85718
86-0578996 501 (c ) (3) 35,000       Mexico General Support
(23) Island InstitutePOB 648 386 Main Street
Rockland,ME04841
22-2786731 501 ( c) (3) 6,090       Coordinate Meeting
(24) Lake Pontchartrain Basin FoundationPO Box 6965
Metairie,LA70009
72-1152784 501 (c ) (3) 75,000       Louisiana Coastal Outreach
(25) LightHawk304 Main Street POB 653
Lander,WY82520
84-0852104 501 ( c) (3) 31,588       Fisheries research
(26) Massachusetts Institute of Technology77 Massachusetts Ave W98-308
Cambridge,MA02139
04-2103594 501 (c ) (3) 15,000       carbon-efficient logistics strategy
(27) Meyer Associates Inc14 Seventh Ave No
Minnesota,MN56303
41-1291421 None 8,000       General Suppport
(28) Mote Marine Laboratory Inc1600 Ken Thompson Parkway
Sarasota,FL34236
59-0756643 501 ( c) (3) 84,055       Sharks research
(29) Mount Holyoke College50 College Street
S hadley,MA01075
04-2103578 501 (c ) (3) 16,123       General Suppport
(30) Nature Conservatory Inc4245 N Fairfax Dr Suite 100
Arlington,VA222031606
90-0248331 501 (c ) (3) 20,000       General Suppport
(31) New York University665 Broadway Suite 801
New York,NY10012
13-5562308 501 (c ) (3) 35,000       social carbon cost fellowship
(32) North Carolina State UniversityOffice of Contracts Grants Box 72
Raleigh,NC276957214
56-6000756 501 (C) (3) 54,461       Sustainable Agriculture nutrient management
(33) Picarro Inc3105 Patrick Henry Drive
Santa Clara,CA950441815
77-0494406 None 73,600       Methane Efforts
(34) Silicon Valley Leadership Group Foundation2001 Gateway Place Suite 101E
San Jose,CA95110
91-2140464 501 (C) (3) 30,000       General Suppport
(35) Snook Foundation Inc dba Snook and Gamefish Found5224 West State Road 46 102
Sanford,IL32771
65-0839514 501 (c ) (3) 35,000       voluntary data program
(36) Stanford UniversityPO Box 44253
San Francisco,CA041444253
94-1156365 501 (c ) (3) 88,047       Fisheries forum
(37) Texas Tech UniversityRptg Box 41105
Lubbock,TX794091105
75-6002632 Sec 115 79,872       Sharks research
(38) The Nature ConservancyPOBox 4125
Baton Rouge,LA70821
53-0242652 501 (c ) (3) 150,000       Brazil General Support
(39) The Sierra Club Foundation85 Second Street Suite 750
San Francisco,CA94105
94-6069890 501 (c ) (3) 10,000       General Suppport
(40) The Sport Fishing Conservancy200 Nieto Avenue Suite 207
Long Beach,CA90803
20-8948522 501 (c ) (3) 30,000       Conservation
(41) Truman National Security Project1420 K St NW Ste 250
Washington,DC20005
20-1597444 501 (c ) (4) 100,000       clean air act
(42) University of Colorado at Boulder3100 Marine Stl 574 UCB
Boulder,CO803090043
84-6000555 Sec 115 154,200       Methane Efforts
(43) University of Texas500 WUniversity Avenue Suite 301
El Paso,TX799680502
74-6000813 Sec 115 150,000       Methane Efforts
(44) University of Texas at AustinOffice of Accounting-SPAA PO Box 71
Austin,TX787137159
74-6000203 Sec 115 50,000       Methane Efforts
(45) Van Alen Institute Projects in Public Architecutur30 West 22nd Street
New York,NY10010
13-1655152 501 ( c) (3) 50,000       Coastal Louisiana Design Initiative
(46) World Wildlife Fund1250 24th Street NW
Washington,DC20037
52-1693387 501 (c ) (3) 171,471       Mexico Oceans Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
52
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
15
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
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.
Use Schedule I-1 (Form 990) 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) Research 1 5,056   N/A N/A













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
GRANTS AND OTHER ASSISTANCE SCHEDULE I, PART I, LINE 2 The Organization has a number of grants and other assistance it provides to other charities and quasi-governmental entities in the U.S. The majority of these grants are to other environmental 501(c)3 non-profit entities that perform work alongside of EDF in the accomplishment of its mission. EDF monitors the performance of the grant recipients by written reports, site visits, verbal communication and review. Partial payments are typically made on a sub-grant until a pattern of proven achievements on objectives is demonstrated. In the end EDF typically prepares a report to funding entities on the use of grant funds -both by itself and by any sub-grant recipients.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate 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.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
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
Yes
 
3
Indicate which, if any, of the following the organization uses 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.
4
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:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
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? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
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 organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured 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 .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
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 column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) FREDERIC D KRUPP (i)
(ii)
407,510
0
26,000
0
0
0
35,904
0
17,670
0
487,084
0
0
0
(2) ELIZABETH HENSHAW (i)
(ii)
260,457
0
10,000
0
0
0
22,775
0
17,992
0
311,224
0
0
0
(3) PETER ACCINNO (i)
(ii)
224,051
0
0
0
0
0
18,241
0
941
0
243,233
0
0
0
(4) DANIEL J DUDEK (i)
(ii)
221,575
0
0
0
0
0
19,600
0
18,030
0
259,205
0
0
0
(5) DAVID FESTA (i)
(ii)
218,078
0
0
0
70,000
0
17,962
0
11,285
0
317,325
0
0
0
(6) DIANE REGAS (i)
(ii)
215,213
0
0
0
27,695
0
17,849
0
18,096
0
278,853
0
0
0
(7) CYNTHIA HAMPTON (i)
(ii)
235,925
0
0
0
0
0
19,286
0
3,152
0
258,363
0
0
0
(8) STEPHEN W COCHRAN (i)
(ii)
233,274
0
0
0
0
0
19,283
0
18,044
0
270,601
0
0
0








Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES SCHEDULE J, PART II REPORTABLE COMPENSATION OF $70,000 FOR DAVID FESTA AND $27,695 FOR DIANE REGAS REPRESENTS A HOUSING ALLOWANCE.
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
Part I
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.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
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 grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2011
Schedule L (Form 990 or 990-EZ) 2011
Page 2
Part IV
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
(1) ISABEL GRANTHAM DAUGHTER OF TRUSTEE 42,889 COMPENSATION   No
(2) SANDRA SHORENSTEIN DAUGHTER OF TRUSTEE 12,154 COMPENSATION   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
Part I
Types of Property
(a)
Check if applicable
(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
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 94 13,059,795 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
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
...
29
0
Yes
No
30a
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? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2011
Schedule M (Form 990) 2011
Page 2
Part II
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.
Identifier Return Reference Explanation
Schedule M (Form 990) 2011
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
Identifier Return Reference Explanation
Statement of Program Service Accomplishments Part III, Page 2 A different kind of environmental organization: Everyone wants to live in a world where the air and water are clean, fish and wildlife are plentiful and communities are healthy. The question is how to make that world a reality. For 45 years, Environmental Defense Fund has been thinking differently about reaching the environmental goals we all share. Listen to a few of our partners-farmer, fisherman, rancher, college chancellor-describe our collaborative approach. In Iowa, a farmer boosts his corn and soybean yield while using one-third less fertilizer-saving money and cutting pollution at the same time. In Colorado, a rancher improves wildlife habitat on his land, earning from that investment. And in California, a commercial fisherman opposes a new way of managing the fishery, then realizes the new approach-championed by EDF-has revived his business, because a healthy fishery means there are more fish to catch. "I'm man enough to admit I was wrong," says Geoff Bettencourt, the fisherman. "EDF put the positives back into fishing. They understand that sustainability is not just about conserving fish, it's also about families who have been fishing for generations." These stories share a common thread, of EDF and our partners developing powerful new ideas, economic levers that let people profit from protecting the environment, not exploiting it. "Rather than telling us what to do, EDF helped us become better managers and better stewards of the soil," says Denny Friest, the Iowa farmer. People who work close to the land aren't the only beneficiaries of our approach. At a historically black college in North Carolina, the chancellor had no incentive to conserve energy because the law didn't let his school keep the savings-until EDF got the law changed and showed him ways to conserve. In New York City, EDF and Mayor Michael Bloomberg created a Clean Heat partnership that helped secure $100 million in mostly private financing to convert buildings from dirty heating fuel. And in Wuhan, China, an environmental enforcement officer, frustrated that he couldn't stop illegal pollution from a factory, turned to us for help. We showed him how to enlist the buyer of the factory's products-and the buyer soon demanded that the factory clean up its act. "By finding those leverage points, we can scale change rapidly," says EDF vice president Dr. Daniel Dudek, who runs our China program. Science sets the agenda: Founded by scientists in 1967, EDF grounds its advocacy in strong science and unlikely partnerships that create lasting change. During the 1970s we became the first environmental group to hire economists to work alongside our scientists, lawyers and policy experts. We discovered that if you make environmental protection pay, people will invent all kinds of ways to make it happen. We're optimists, because we have seen our ideas make a huge difference: cutting acid rain pollution in half, for example-ahead of schedule and below estimated cost. Nonpartisan and pragmatic, we understand that every landmark environmental law in U.S. history has been passed by a bipartisan majority, and we're making that happen today. This year, EDF's sister organization, Environmental Defense Action Fund, helped rally the support of 74 senators and 373 representatives for the RESTORE Act, which earmarks 80% of fines from the BP oil disaster for Gulf Coast restoration. We believe that to succeed over the long term, environmental sustainability must be economically sustainable as well. Through our Corporate Partnership Program, EDF works with companies to drive change through entire industries, but we accept no funding from our corporate partners because our voice must be strong and independent. More protection per dollar: When tough rules are required, we fight for them and defend them in court. And we know that the best regulations don't hurt the economy-they drive innovation by setting strong standards for environmental performance and giving people the flexibility to meet them at lowest cost. It's a clear-eyed, hard-headed environmentalism that delivers the most bang for the buck, and we're proud of it. On the following pages, you'll learn more about the EDF playbook, beginning with a partnership to measure global warming pollution in natural gas fields. It is remarkable work like this that makes us a different kind of environmental group. Milestones: 1972 EDF's testimony helps win the nationwide ban on DDT, which leads to dramatic recoveries of the bald eagle, peregrine falcon and other wildlife. 1985 EDF scientists help convince regulators to remove lead from gasoline, leading to a dramatic drop in childhood lead poisoning. 1990 Our market-based plan to reduce acid rain cuts sulfur dioxide pollution from U.S. power plants in half. 1995 EDF launches a new approach to protect wildlife, giving landowners incentives to create habitat on their land. Four million acres have been preserved. 2004 Our alliance with FedEx produces the first commercially available hybrid midsize truck. Today there are 35 models on the market and 100 fleets use them. 2012 Our staff works with both Republicans and Democrats to pass landmark legislation to restore the Gulf Coast after the BP oil disaster. 1. Climate & Energy: Bringing science to the shale gas conflict: The natural gas boom could benefit the environment and the economy-if we protect communities by fighting for strong rules and responsible development. EDF is bringing together industry, scientists and activists to make progress on one of the most controversial issues. Mark Boling, a senior executive of Southwestern Energy, and Dr. Ramn Alvarez, a longtime EDF scientist, are examining a remote natural gas drill site about 75 miles north of Little Rock, Arkansas. They are in the Fayetteville Shale, a giant shale gas deposit that cuts through the state. The two men are seemingly on opposite sides of the rancorous shale gas debate. But as they climb a drill rig under the watchful eye of supervisor Chris Varela, they talk about how their partnership could help transform the way America taps its shale gas reserves. This is an issue that matters to a lot of people. As Varela puts it: "I want to make sure that we don't mess up this land. My family is here. I hunt and fish here." In 1990, shale gas contributed 1% of U.S. natural gas; today it's about 30% and rising. Since gas emits less carbon than coal when burned, it could be one step in the shift to a clean energy economy, and it already has created hundreds of thousands of jobs. But shale gas extraction-which commonly involves hydraulic fracturing, or fracking-also can pollute air and water and despoil landscapes. In 2011, EDF president Fred Krupp served on U.S. Energy Secretary Steven Chu's natural gas advisory board. He and fellow board members visited rural Pennsylvania, where a mother told them she had been forced off her farm because of air pollution from gas wells. Her young son had become ill, and she was living out of her car. "We can't ask people to trade away their health and quality of life in exchange for cheap energy," Krupp said afterward. He successfully urged the board to call for tighter pollution controls, stronger enforcement, and disclosure of chemicals, water use and pollution. EDF is fighting for these goals in 14 states that hold 85% of U.S. onshore shale gas reserves. In Pennsylvania, we're supporting communities fighting to retain their rights to regulate drilling. In Colorado, we helped set the standard for disclosure of fracking chemicals, and in Ohio, our ideas on sound well construction are being enacted into regulation. In addition, last year Alvarez and Dr. Steven Hamburg, EDF's chief scientist, were among the authors of a peer-reviewed paper that found the climate benefits of natural gas-which is mostly methane, a potent greenhouse gas-could be lost for decades if too much leaks into the atmosphere. Now EDF is participating in a series of five studies with companies and research universities to map leakage along the natural gas supply chain. "There've been a lot of claims about leakage rates," says Alvarez, "but we're using rigorous scientific methods to get the data we need to find and reduce leakage." Cleaning up the system: Everyone has a right to clean air and water and a healthy environment. That's why EDF is helping to create and push for rigorous standards for shale gas operations. Climate & Energy goals: Reverse the rising trend in global greenhouse gas emissions Hasten the transition to low-carbon energy in the United States and China Reduce greenhouse gas emissions from deforestation and agriculture Cut emissions of methane and other short-lived but potent greenhouse gases California: a climate launch pad: With help from EDF, California initiates the nation's first economy-wide cap on greenhouse gases. That ignites a market-and the clean energy race in America.
HELP WANTED   Iron workers for solar and wind projects. That's the message Stan Martin, a recruiter with Southern California Laborers Union #1184, delivered at a local job fair. "We're getting ready for a lot of work out here in the next ten years," he said. In fact, job growth in California's clean-tech sector is ten times that of the state's overall economy, thanks to the landmark 2006 Global Warming Solutions Act (AB 32), which EDF co-sponsored and defended in court and at the polls. It calls for a cap-and-trade market for greenhouse gases starting in January 2013. "California's law is proof that cost-effective climate action is still possible on a large scale in the United States even though Congress remains gridlocked," says Derek Walker, EDF's director of strategic climate initiatives. AB 32 aims to cut California's greenhouse gas emissions to 1990 levels by 2020, with one-third of electricity to come from renewable sources. The cap-and-trade market alone will slash global warming pollution by an amount equivalent to taking 3.5 million cars off the road. The idea behind the market is simple. AB 32 caps greenhouse gases emitted by the state's largest polluters, and then lowers that cap every year, creating a market for innovations that will help companies reduce emissions at lowest cost. The declining cap is helping to drive California's three biggest electric utilities to invest in "smart grid" projects, designed to enable greater use of renewable energy, energy efficiency and electric vehicles. EDF played a key role in guiding those plans in California (and also in New York, North Carolina and Texas). As California's carbon market grows, the state's economy will only become more efficient, competitive and innovative. And that means more Help Wanted signs. Investing in clean tech: Clean-tech venture capital has been surging into California since AB 32 passed in 2006. Energy detectives cut carbon pollution: EDF Climate Corps pairs business school students-the green business leaders of tomorrow-with companies and public institutions looking to reduce energy waste. This summer, EDF trained 97 fellows to work at AT&T, Caterpillar, Facebook and elsewhere. Since the program began in 2008, our fellows have found $1.2 billion in energy savings, enough to power 150,000 homes. From the Big Apple to the Blue Planet: Michael Bloomberg has never shied away from bold ideas that benefit the planet. As Mayor of New York, he got to know EDF staff as we worked together to clean the City's air and reduce its carbon footprint. Now, in his role as a prominent philanthropist, Bloomberg has made a generous gift supporting EDF's work to help protect communities from the impacts of natural gas development by promoting stronger state and local environmental rules. "Our approach at Bloomberg Philanthropies is not unlike a venture capital firm," he says. "You see a team with the ideas you want to invest in, who have the best chance to succeed, and you commit." Bloomberg also chairs the global C40 Cities Climate Leadership Group. "Cities around the world are making more progress in combating climate change than any other level of government," he says. "EDF doesn't just talk about problems," he notes. "They help design smart government policies, combine them with private sector know-how and create solutions. That's why they are effective and why we are excited to partner with them." China: key to a climate solution: The road to a global climate solution leads through China. That means capping carbon pollution-while reducing poverty among farmers. China, the world's largest coal consumer and greenhouse gas emitter, is crucial to stabilizing the planet's climate. EDF is engaged at every level helping China solve its environmental challenges. Our VP Dr. Daniel Dudek co-chairs the task force advising the Chinese government on how to meet the nation's ambitious environment goals. More than 20 years ago, Beijing called on Dr. Dudek to participate in the country's first experiments with economic incentives for pollution control. Early successes prompted the government to include carbon trading projects in its latest five-year plan. This year Beijing, assisted by EDF, designated seven cities and regions for pilot carbon trading. Compulsory trades start in 2013. The programs aim to reduce carbon emissions in China's main economic regions. Shanghai, for example, will focus on 200 large enterprises in the Yangtze River Delta. Eventually, China plans to establish a nationwide trading system and link with other carbon markets."We're helping lay the groundwork to make it happen," says Dr. Dudek. EDF's work on carbon markets also helps with poverty reduction-China's top priority. Our partner is the State Council's Poverty Alleviation Office, which has representatives in every community. We've created a program where some 500,000 poor farmers in Xinjiang, Sichuan and Shaanxi provinces earn income by reducing carbon emissions, through improved agricultural practices and by turning waste to energy. Our goal is to enlist 20 million farm families by 2016. Since environmental enforcement remains weak, we helped Beijing devise tougher penalties for water pollution. A similar policy is now being developed for air pollution. All these changes will be implemented by a new generation of Chinese environmental leaders, many trained through a program EDF set up with China's elite universities. So far nearly 11,000 professionals have graduated. Many paths, one planet: Global warming affects everyone, but the poor most of all. EDF is helping nations deliver a better life for their people, even as they shift to low-carbon sources of energy and learn how to manage their forests and farmlands in ways that alleviate climate change. Create carbon markets: Thanks in part to EDF, countries representing one-quarter of the world's economy are putting in place market-based carbon limits to reduce pollution, conserve natural resources and help finance low-carbon economic development around the world. China European Union South Korea Amazon States Preserve rainforests: Rainforest destruction accounts for about 15% of all global greenhouse gas emissions. We helped defend Brazil's rainforest protection law. Based in part on our proposals, the Brazilian government is now creating incentives to reduce the country's deforestation and preserve its biodiversity. Brazil Mexico Move to low-carbon energy: Fossil fuel use for energy accounts for 60% of greenhouse gas emissions. Our initiatives improve energy efficiency and encourage the growth of clean energy in places like China, which burns half the world's coal. In India, we helped bring 120,000 families cleaner burning stoves, reducing unhealthy air pollution. China European Union India Foster less-polluting agriculture: Farming accounts for about 12% of global greenhouse gas emissions. EDF is helping poor farmers in Asia grow crops in ways that reduce global warming pollution while boosting yields and providing additional income through the carbon market. These projects reduce annual greenhouse gas emissions by 350,000 tons. China India Vietnam Cut methane: EDF helped Russia's Gazprom, the world's largest natural gas company, complete a project to identify and cut leaks of methane, a potent greenhouse gas, at its facilities. And in Asia, our work with rice farmers could be a model for cutting methane emissions from that continent's 300 million acres of rice. China India Russia Vietnam
2. ECOSYSTEMS:   Making the Gulf Coast Whole again: After the BP oil disaster, EDF built a powerful bipartisan coalition: Gulf state politicians, business leaders and local communities all helped launch the nation's biggest environmental restoration. Our secret weapon? The mighty Mississippi. In a willow swamp south of New Orleans, two scientists are ankle-deep in mud, watching the Mississippi River overflow its banks. A big idea is taking shape here. EDF and local scientists are monitoring how the river builds up land by depositing sediment. Their goal is to harness the power of the Mississippi to restore land that is critical to New Orleans' survival. "A river builds land at a scale that humans with bulldozers can't match," says EDF scientist Dr. Angelina Freeman. Over the past century, the Army Corps of Engineers has turned the Mississippi into a walled canal that shoots hundreds of millions of tons of precious sediment into the Gulf of Mexico each year. Largely as a result, Louisiana loses 17 square miles of coastland annually, exposing the area to hurricanes and oil spills and threatening wildlife habitat, the nation's busiest port and a $23 billion fishing industry. "We've pushed the system to the edge," says EDF attorney James Tripp, who has worked on the Gulf for 35 years. "Now it's time to rebuild it." After the BP Deepwater Horizon disaster, we and our partners worked with Senator Mary Landrieu (D-LA) on the RESTORE Act, a bill to dedicate 80% of any BP fines to Gulf restoration. With our sister organization, Environmental Defense Action Fund, we engaged businesspeople, scientists and community leaders to help persuade Congress. With Duke University, we showed how coastal restoration will create thousands of jobs. "Our message to lawmakers was that prosperity depends on conservation," says our water program director Paul Harrison. We worked across party lines, and our members sent more than 100,000 messages to Congress. In June 2012, the law passed by huge majorities: 373-52 in the House and 74-19 in the Senate. Senator Landrieu called EDF "absolutely instrumental" to the legislation's success. Depending on the final outcome of BP's case, up to $17 billion in fines could help repair the Gulf Coast and improve the lives of millions of people. The road map for restoration is the Louisiana Coastal Master Plan, which EDF helped shape. The plan envisions reviving 860 square miles of coastal land, contingent on funding, and the Army Corps is using our models to plan the first restorations. "Soon," says Harrison, "the river will once again revitalize coastal land for generations to come." EDF also is ensuring that local communities and businesses benefit from the restoration. For example, we're helping the area's oyster industry, on which 200,000 jobs depend, adapt to a changing coastline. "With EDF involved, we are moving forward," says Mike Voisin of Motivatit Seafoods in Houma, Louisiana. Ecosystems goals Reverse wetland loss Conserve wildlife by helping landowners profit from protecting habitat Secure clean water for America Spur demand for climate-friendly farming From farm to market, the greener way: EDF is partnering with farmers and others who manage two-thirds of U.S. lands. The results: less pollution and more and better habitat for wildlife. America's farmers are the world's most productive, but this has come at a significant environmental cost. EDF is transforming that equation, enabling farmers to enhance clean air, water and wildlife habitat while maintaining or increasing productivity. Across the Corn Belt, crops have replaced native grasses and wetlands. Without these natural filters, excess fertilizer runs off fields into the huge Mississippi River Basin, contaminating water supplies with an overload of nutrients. Runoff plagues waters like the Gulf of Mexico, Chesapeake Bay and Lake Erie, where algae blooms threaten drinking water for 11 million people. Excess fertilizer also leads to nitrous oxide emissions, worsening climate change. To cut fertilizer use, EDF has built networks of farmers across ten states from Minnesota to North Carolina. In partnership with universities and farm groups, we're showing farmers how to determine the precise amount of fertilizer their crops need. Reducing the excess saves them money and cuts pollution. A powerful way to drive change is to partner with companies that have a huge impact on the supply chain. Working with Walmart and other food buyers, we aim to cut fertilizer use among the top 20% of corn farmers, who produce half the nation's corn. Corn covers 90 million acres and is the largest source of excess nitrogen. In 2012, EDF also worked to ensure that the next Farm Bill contains strong incentives for farmers to restore wetlands and plant buffers alongside streams. Among the projects we're participating in: Bloomington, Illinois, will create wildlife-friendly wetlands to reduce nitrogen levels in the city water supply, eliminating the need for a $2 million water treatment plant. "Our goal is to spur a green revolution in agriculture so farmers can feed the planet while nurturing healthy ecosystems that are more resilient to floods and drought," says EDF project director Suzy Friedman. 100,000 miles of America's rivers and streams have poor water quality. The reason? Nutrient pollution. Finding common ground for people and wildlife: Across the country, EDF is seeking ways to resolve old water and land conflicts and ensure sufficient resources for people and wildlife. For the Colorado River, whose already overallocated supply of water will be further strained by climate change and population growth, we worked with the Bureau of Reclamation to shape a study on how to efficiently move water among multiple users so there's enough for both people and nature. In the Texas Hill Country, we pioneered a way to protect the endangered golden-cheeked warbler. Developers pay landowners to create habitat in the bird's sole breeding grounds. With local populations of the bird rebounding, Texas is adopting the program for other rare wildlife, and EDF is proposing it as a national model. Giving back to the Delta: After Hurricane Katrina, Diane Miller saw the dire need-and opportunity-to restore the devastated Mississippi Delta and the city of New Orleans, a region that is doubly threatened by land loss and sea level rise. Her foundation, the blue moon fund, was founded with assets that originally came from the Delta. She says, "We realized we had an enormous debt to the region as a result of the extensive extraction of gas and oil and the subsequent wealth that had accrued. "The disaster presented an opportunity to perhaps get it right," she says, "by taking a holistic look at a culture, an ecosystem and its economics." An architect by training, Miller is a problem solver. She saw the chance to rebuild the natural and physical resources that sustain the people and their culture and help make the community resilient. "I credit EDF's water director Paul Harrison and his team with bringing together everyone from the Houma First Nation peoples to shrimp fishermen and communities in the Ninth Ward. Without this integration of effort, the RESTORE Act never would have succeeded. This is a home run."
3. HEALTH:   Protecting the health of America's children Powerful interests want to hobble EPA and undermine the Clean Air Act. EDF's Colorado-based legal team has joined with public health groups and states to fight back. In 2012, we chalked up a string of victories, but the battle rages on. In December 2011, the Environmental Protection Agency gave a very special gift to America's children. The agency issued the first national limits on mercury, arsenic and other toxic emissions from power plants. This action, one of the biggest public health advances in a generation, will prevent up to 11,000 premature deaths and 130,000 asthma attacks annually. Working with the American Lung Association and other allies, EDF played a key role in making the case for progress. There was little time to celebrate. Hours after the new Mercury and Air Toxics Standards were unveiled, Senator James Inhofe (R-OK) announced plans to block them, claiming that their health benefits were "EPA propaganda." Our legal experts, led by EDF general counsel Vickie Patton, sprang into action. Along with our legislative team, they provided analysis, testified on Capitol Hill and worked with industry partners and states to support the rules. After a tense struggle, Inhofe's bill was defeated. A big part of our push came from Moms Clean Air Force, a band of mothers-now more than 100,000 strong-that we helped launch to mobilize clean air supporters. "No politician wants to make a mother angry," says the group's leader, author Dominique Browning. Mercury exposure, even in small quantities, can affect children's brains and nervous systems. But the mercury fight is not over. It is part of a larger struggle over EPA's authority to enforce the Clean Air Act. Center stage this year was the U.S. Court of Appeals in Washington, DC, where dozens of lawsuits by industry groups and others aimed to deny the agency's power to act on global warming pollution. In response, EDF and allies-coordinated by attorney Sean Donahue, who has successfully argued on EDF's behalf before the Supreme Court-again worked around the clock, intervening in four cases. In June, the court ruled unanimously in our favor, affirming EPA's finding that greenhouse gases pose a danger to public health. In blunt language, the court declared that EPA's interpretation of the Clean Air Act was "unambiguously correct." The judges said that the agency had based its finding on sound science, which showed, for example, that greenhouse gases increase ground-level ozone, worsening harmful smog. The ruling clears the way for the first nationwide limits on greenhouse gas emissions from new vehicles and large new industrial sources. Many businesses support clean air laws, but others keep pushing Congress and the courts to roll them back. "We can't let down our guard," says Patton. "But I'm optimistic. We have the law-and the public-on our side." The front line: EDF's legal team is playing a key role in defending new clean air standards that will eliminate up to 90% of mercury emissions from power plants. Mercury exposure is particularly harmful to children. A big win on cars and clean air: New clean car standards announced in 2012 will almost double the miles per gallon delivered by cars and light trucks by 2025 and cut air pollution dramatically. EDF helped secure EPA's authority to establish these standards under clean air laws. Health goals: Cut air pollution from coal plants 75% from 2005 levels Reform U.S. toxic chemicals policy to reduce exposure to harmful substances Accelerate innovation through corporate partnerships Cleaning New York's dirty air: Every year, many New Yorkers die because of the dirty heating oil burned in some of the city's buildings. An EDF campaign to end the use of the dirtiest fuels is helping to clear the air. Three years ago, EDF began a campaign to rid New York City of dirty No. 6 and No. 4 heating oils. Just 1% of the city's buildings burn these fuels-which are basically unrefined sludge-but they spew more particulate matter, or soot, into the air than all the city's cars and trucks combined. The result: 120 preventable deaths each year and millions of dollars in added health care costs. In 2011, our campaign, which included an interactive online map showing 9,500 city buildings that burn dirty oil, helped convince Mayor Michael Bloomberg to create a Clean Heat partnership between his administration and EDF. The partnership is dedicated to converting buildings from dirty oil. The administration issued rules that will phase out No. 6 oil by 2015 and No. 4 oil by 2030 and announced more than $100 million in mostly private financing to help buildings convert to cleaner fuels. The impact of that decision on illnesses such as asthma and heart disease could be "second only to our achievements in reducing the city's smoking rates," said Dr. Thomas Farley, the city's health commissioner. Thanks to NYC Clean Heat, more than 1,100 buildings already have converted and hundreds more are on track to do so in 2013. They include 257 Park Avenue South, home to EDF's national headquarters. Our Sustainability Council, charged with reducing EDF's environmental impact, initiated the coming shift. In addition, the investment principles behind Clean Heat have applications that extend far beyond New York and heating oil. They also apply to investments in energy efficiency. "We'll be demonstrating to the financial community that energy efficiency is a good investment," says Andy Darrell, EDF's New York regional director. "And our model can be adapted to finance efficiency around the world." Protecting Americans from toxic chemicals: The 1976 Toxic Substances Control Act (TSCA) has never been updated to ensure the safety of chemicals in America. The law is so weak that millions of people now risk being exposed to dangerous chemicals through everyday household products. In fact, companies have only had to test about 3% of 85,000 available chemicals. EDF helped found a coalition of health, labor, business and consumer groups working to reform TSCA. We've also engaged progressive chemical companies. In 2012, a Congressional committee took up proposed reform. EDF is fighting to ensure the final bill protects public health and the environment. Preserving a healthy planet for their children: Melissa Hammel, an award-winning filmmaker, and husband Michael Burton, a financial advisor, learned early to appreciate nature. Growing up in Vermont, Burton took classes in environmental science from his father, a teacher. Hammel loved backpacking in her native Pennsylvania. Her first video in 1992 was about international security and the environment. Today, the two EDF donors live in New York City with their daughters Amelia, seven, and Rye, three. "Of course," says Burton, "as parents we want a world where they breathe clean air and drink clean water. "As I got to know EDF," he says, "I was impressed that they are nonpartisan and look at all sides of an issue to come up with realistic solutions." "Now that I'm a mother," Hammel says, "activism looks very different than it did when I was in college." She eagerly got involved in the leadership circle of Moms Clean Air Force, an EDF project that has galvanized grassroots activists to fight for kids' health. "Engaging mothers to voice environmental concerns helps empower more people," she says.
4. OCEANS:   Pulling together to heal the ocean: Along the West Coast, the fishing industry has been living through hard times. Working with fishermen, EDF combined catch shares with marine protected areas to help launch a recovery. Now, fish stocks and fishermen's livelihoods are rebounding. FISHERMEN HATE THROWING AWAY FISH: Under old-style rules, fishermen had to discard too many fish, most of them dead or dying. Now they don't have to. Under catch share programs, supported by EDF, fishermen can fish more selectively so they don't haul in fish they can't keep. Reducing the number of discards helps fish populations recover. IN NEW ENGLAND 77% less wasted fish (vs. conventional management) IN THE PACIFIC 78% less wasted fish (vs. 2009) IN THE GULF OF MEXICO 50% less wasted red snapper (vs. 2006) Oceans goals Protect ocean ecosystems by creating sustainable and healthy fisheries Make catch shares the standard management approach in U.S. fisheries Expand catch share management to half the world's fish and fisheries Safeguard and restore ocean habitats Local action: key to global recovery From Belize to Indonesia, catch share management is helping turn the tide against overfishing by giving fishermen an incentive to conserve. 87% of fisheries worldwide are overexploited or fully exploited. Overfishing is often associated with factory ships on the open ocean. But nearly half the fish that people eat around the world are caught by some 45 million fishermen operating small boats within a few miles from shore. Many of these small fisheries are unmanaged and in serious trouble. EDF seeks to help revive the world's small-scale fisheries by empowering fishermen to conserve. In Belize, where lobster and queen conch fisheries are in severe decline, we teamed up with the Wildlife Conservation Society and local partners and introduced catch shares. Under our program, groups of fishermen are granted exclusive access to fish in a designated area. This secure privilege has given them an incentive to become better stewards of the fishery. After only a year, illegal fishing is down significantly, and fishermen are asking for bigger marine reserves. "It may seem paradoxical, but in the long run we can get more fish on our plates by leaving more in the water," says Dr. Steven Gaines, one of the authors of a new study in Science. The project also is helping to preserve the Mesoamerican reef, the largest barrier reef in the Western Hemisphere. The government of Belize has asked for EDF's help to roll out the system nationwide. "It could be a model for small-scale fisheries reform around the world," says Scott Edwards, director of EDF's Latin America and Caribbean program. This year we launched a partnership with RARE, a global leader in community-led conservation, and the University of California at Santa Barbara. We aim to tackle near-shore overfishing in developing countries such as Indonesia and the Philippines, two of the world's top fishing nations. Our initiative, called Fish Forever, will use social marketing to engage local fishermen in a program combining catch share management with marine reserves. The goal: sustainable fisheries that benefit the millions of people who rely on fish for food. Saving the great predators of the sea: Sharks have ruled the oceans for millions of years. Today, they're in serious decline. Working with Mote Marine Laboratory and others, EDF is leading an effort to save sharks in the Gulf of Mexico-bringing together Cuba, Mexico and the United States in an unprecedented conservation partnership. We are conducting the first-ever in-depth survey of sharks along Cuba's northwest coast and Mexico's Gulf coast. The research will reveal the special places that warrant protection and could be a model for managing other threatened migratory species such as tuna. In Cuba, EDF helped design a network of marine protected areas, safeguarding gems such as the Gardens of the Queen. We're now helping fishermen and regulators improve monitoring of some of the Caribbean's richest waters. A passion for the oceans: After retiring in 2005 from Gateway, the company he co-founded, computer maverick Ted Waitt followed his next big high-tech dream: exploring deep-sea archeological treasures. Through the Waitt Institute, the research arm of the Waitt Foundation, he helped create the first 3D images of the Titanic and has hosted several marine science expeditions. The more Waitt saw, the more concerned he became about the state of the oceans. "I'd go diving and wonder where all the fish had gone," he says. Waitt and his team looked to EDF for solutions because "we were impressed with their track record on restoring fisheries through catch shares," he says. "I like the fact that EDF partners with fishermen and realizes they are just trying to earn a living like everybody else." Waitt adds, "What's unique about EDF is their genuine, pragmatic interest in collaborating with others." On a trip to Cuba with EDF's Dan Whittle, he was struck by Whittle's deep knowledge of the island and its ecological riches. "We're looking at expanding on past work with EDF to change the way fisheries are managed locally with an eye toward global scale."
Governance, Management, and Disclosure Review of Form 990 Part VI, Section B, Line 11a EDF uses its Audit Committee of the Board of Trustees to review the Form 990 return. The Audit Committee has been delegated this authority by the Board of Trustees in its Audit Committee charter and terms of reference. The Organization's financial management group is responsible for gathering the key components and supporting schedule information for the Form 990. The Organization's audit firm of independent public accountants prepares the Form 990 and it goes through a review process to ensure it is completed accurately. The draft Form 990 is returned to the Organization where senior executive management and members of the financial team review the document. The Audit Committee receives a copy of the draft return in advance of a meeting scheduled for its formal review. The Audit Committee meets and approves the Form 990. Prior to filing, the approved draft return is circulated to the Board of Trustees. The audit firm electronically files the informational return with the IRS. The final Form 990 is also publicly posted in electronic form on the Organization's website where it is freely available to the public. Copies of it are sent to state governments, funding organizations, major donors, charity monitoring organizations and to anyone else who requests a copy. Monitoring of Conflict of Interest Policy Part VI, Section B, Line 12a It is the responsibility of all Trustees and employees of the Environmental Defense Fund to familiarize themselves with this Policy and to comply and to ensure compliance of related parties with it. In addition to the disclosures required by this Policy, annually each Trustee and employee is provided with a statement to complete and return indicating that they have read, understand and are in compliance with this Policy. For both Trustees and employees, there is a process where the annual statement of compliance may be effected and transmitted via e-mail or other electronic means. Trustees who knowingly or unknowingly violate this Policy are subject to censure or removal, at the discretion of the Board of Trustees. Employees who knowingly or unknowingly violate this Policy will be subject to disciplinary action, including possible dismissal. Determination of Compensation of the President Part VI, Section B, Line 15 EDF uses a Human Relations Committee to evaluate the compensation of the President of the organization who is the highest-ranking employee. The Human Relations Committee of the Board of Trustees is composed of three independent Trustees and the Chairman of the Board who meet annually to assess the President's performance and compensation. The Human Relations Committee uses the services of an independent compensation consultant to provide demographic and comparative salary information for peer-group organizations, with focus on the President/CEO. The compensation consultant provides information from surveys, public disclosures of other charities, and proprietary sources. The Committee reviews this information, discusses the findings amongst themselves and not in the presence of the President of the organization. The Committee has a portion of its meeting where it does discuss compensation and performance with the President but the decision-making segments of the meeting are held in executive session. Minutes of the meeting are kept and retained by the Chair of the Human Relations Committee. The Human Relations Committee is aware of the compensation amounts for other key employees and senior management team members but the decisions governing their compensation are the purview of the President of the organization. Public Availability of Governing Documents Part VI, Section C, Line 18 EDF was formed in 1967 and a copy of Form 1023 is unavailable from this early period of time. Part VI, Section C, Line 19 EDF makes available three years worth of the following disclosure documents on our web site www.edf.org 1. Our Annual Report 2. Our consolidated and consolidating audited financial statements 3. Our Form 990 informational tax returns and those of related organizations Other governing documents such as By-Law changes and Conflict of Interest policies are included with Form 990 returns in the years there are changes or when they are required. Reconciliation of Net Assets Part XI, Line 5 Other changes in net assets are attributable to net unrealized gains on investments of $4,951,369.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
ENVIRONMENTAL DEFENSE FUND INC
 
Employer identification number

11-6107128
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income



(e)
End-of-year assets


(f)
Direct controlling
entity



















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on 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 organization
Yes No
(1) ENVIRONMENTAL DEFENSE ACTION FUND INC

257 PARK AVENUE SOUTH

NEW YORK,NY10010
90-0080500
ENV ADVOCACY DE   501(c)(4) EDF
 
 
No
(2) CALIFORNIA FISHERIES FUND INC

123 MISSION STREET

SAN FRANCISCO,CA94105
26-0873741
REV LOAN FND CA 509(A)(3) 501(C)(3) EDF
 
 
No
(3) ENVIRONMENTAL DEFENSE FUND DE MEXICO AC

CALLE REVOLUCION 345
LAPAZ,MEXICO  
MX
OCEAN PROG MX     EDF
 
 
No








For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on 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)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on 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)
Share of total income



(g)
Share of
end-of-year
assets

(h)
Percentage
ownership














Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization 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 (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
Yes
 
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
 
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
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
(b)
Transaction
type(a-r)
(c)
Amount involved
(d)
Method of determining amount involved
(1) ENVIRONMENTAL DEFENSE ACTION FUND

B 622,000 FMV
(2) ENVIRONMENTAL DEFENSE ACTION FUND

M 71,611 FMV
(3) ENVIRONMENTAL DEFENSE ACTION FUND

N 754,057 FMV
(4) ENVIRONMENTAL DEFENSE ACTION FUND

E 4,287,724 FMV
(5)

(6)

Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on 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)
Legal domicile
(state or foreign
country)
(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


Software ID:  
Software Version: