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.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EO WILSON BIODIVERSITY FOUNDATION
Employer identification number
20-4547380
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
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(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 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
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(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 monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
953,000
261,450
894,804
101,037
204,166
2,414,457
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
953,000
261,450
894,804
101,037
204,166
2,414,457
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)..
1,653,622
6
Public support. Subtract line 5 from line 4.
760,835
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
953,000
261,450
894,804
101,037
204,166
2,414,457
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
1,083
534
180
941
371
3,109
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
2,417,566
12
Gross receipts from related activities, etc. (see instructions)
..................
12
300,000
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
31.470 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
29.530 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
THE ORGANIZATION MEETS THE 10% PUBLIC SUPPORT THRESHOLD AND HAS SEVERAL INITIATIVES THAT ARE DESIGNED TO ATTRACT NEW AND ADDITIONAL FUNDING FROM THE GENERAL PUBLIC, OTHER CHARITIES, AND GOVERNMENTAL ORGANIZATIONS.THE FOUNDATION HAS BUILT AND WILL CONTINUE TO BUILD ALLIANCES AND PARTNERSHIPS TO ENHANCE THE DEPTH AND REACH OF ITS WORK, PROMOTE THE ORGANIZATION TO THE PUBLIC, AND GROW THE ORGANIZATION'S PUBLIC FUNDRAISING CAPACITY. EXAMPLES OF THE PARTNERSHIPS AND ALLIANCES BUILT OVER 2013 AND THE BEGINNING OF 2014, SOME OF WHICH ARE DISCUSSED FURTHER BELOW, ARE: DUKE UNIVERSITY'S NICHOLAS SCHOOL OF THE ENVIRONMENT, THE ASSOCIATION OF AMERICAN ZOOS AND AQUARIUMS, THE TURNER ENDANGERED SPECIES FUND, ROCKY MOUNTAIN NATIONAL PARK, DISCOVER LIFE IN AMERICA, THE NATIONAL PARK SERVICE AND THE MEMO PROJECT. - THE ORGANIZATION IS ACTIVELY PARTICIPATING IN THE STRATEGIC DEVELOPMENT AND SUCCESS OF THE NATIONAL PARK SERVICE'S BIODIVERSITY YOUTH AMBASSADOR PROGRAM THROUGH ITS COLLABORATIVE STORYTELLING PROJECT (INSPIRED BY NATURE), THROUGH PARTICIPATION IN THE NATIONAL PARK SERVICE/NATIONAL GEOGRAPHIC ANNUAL BIOBLITZ PROGRAM, AND THROUGH ITS SUPPORT OF THE NATIONAL PARK SERVICE'S YOUTH AMBASSADOR SOCIAL MEDIA NETWORKS.- THE ORGANIZATION'S PARTNERSHIP WITH DUKE UNIVERSITY'S NICHOLAS SCHOOL OF THE ENVIRONMENT WILL SUPPORT SEVERAL RESEARCH AND EDUCATION INITIATIVES, INCLUDING THE CREATION OF AN ENDOWED CHAIR OF BIODIVERSITY. THE ORGANIZATION IS CURRENTLY SUPPORTING FOUR GRADUATE STUDENTS FROM THE NICHOLAS SCHOOL OF THE ENVIRONMENT WHO ARE WORKING AS E.O. WILSON BIODIVERSITY FOUNDATION INTERNS, AS PART OF THE ATBI/BIOBLITZ SWOT TEAM AND GROUP MASTERS PROJECT. THESE POSITIONS WERE ARRANGED AND CO-FUNDED BY THE ORGANIZATION IN PARTNERSHIP WITH DISCOVER LIFE IN AMERICA, ROCKY MOUNTAIN NATIONAL PARK, AND THE TURNER ENDANGERED SPECIES FUND.- THE ORGANIZATION HAS PARTNERED WITH AMERICAN ZOOS AND AQUARIUMS (AZA) TO PRODUCE A SERIES OF SHORT VIDEOS AND SCREEN THEM TO THE PUBLIC AT SELECT AZA-ACCREDITED ZOOS ACROSS THE USA. THE FIRST OF THESE VIDEOS, RELEASED IN 2013 AND NARRATED BY THE ACTOR HARRISON FORD, WHO IS A MEMBER OF THE ORGANIZATION'S ADVISORY BOARD, CONVEYS THE STORY OF THE ADELIE PENGUIN, WHOSE HABITAT-AND THUS THE BIODIVERSITY OF ALL OF ANTARCTICA-IS BEING THREATENED BY REAL-TIME ENVIRONMENTAL CHANGES. THE ORGANIZATION EXPECTS THAT THIS VIDEO AND THOSE THAT FOLLOW WILL BE SEEN BY MILLIONS OF ZOO AND AQUARIUM VISITORS.- IN 2014, THE FOUNDATION BECAME THE FISCAL SPONSOR FOR AND PARTNERED WITH THE MEMO PROJECT (A UK-BASED PROJECT TO BUILD A GLOBAL MONUMENT TO EXTINCT SPECIES). TOGETHER, THE FOUNDATION AND THE MEMO PROJECT WILL COLLABORATE TO EXPAND THE MONUMENT'S REACH TO GLOBAL, WIDE-RANGING AUDIENCES.WITH THESE PARTNERSHIPS AND ALLIANCES, WE HAVE CREATED AND BEGUN TO DEVELOP A CONSTELLATION OF PROJECTS AND ACTIVITIES DESIGNED TO PROMOTE TO THE PUBLIC THE ORGANIZATION'S MISSION AND GENERATE INCREASED PUBLIC, CHARITABLE, AND GOVERNMENTAL FUNDING SUPPORT.IN ADDITION TO THE ALLIANCES AND PARTNERSHIPS FORMED OVER THE LAST YEAR, THE FOUNDATION HAS COMPLETELY REVAMPED ITS WEBSITE AND IS ACTIVE ON SOCIAL MEDIA SITES TO DIRECTLY GENERATE AWARENESS OF THE FOUNDATION'S MISSION AND CONTINUING EFFORTS WITHIN THE GENERAL PUBLIC, AND TO ATTRACT ADDITIONAL FUNDING SUPPORT THEREFROM.IN MARCH 2014, THE ORGANIZATION OPENED THE E.O. WILSON BIODIVERSITY LABORATORY IN MOZAMBIQUE WITH THE BROAD GOAL OF RESTORING AND PRESERVING THE BIODIVERSITY OF GORONGOSA NATIONAL PARK. THE FOUNDATION HAS A PROGRESSIVE COMMUNICATION STRATEGY THAT INCLUDES WEBSITE, SOCIAL MEDIA AND MUSEUM-BASED ACCESS TO THE GORONGOSA-RELATED CONTENT. WE ENVISION THAT THIS COMMUNICATION HUB WILL CONNECT SCIENTISTS AND THE GENERAL PUBLIC, AND FURTHER PROMOTE THE ORGANIZATION AND ITS MISSION.WE EXPECT THAT THE COMBINATION OF THESE EFFORTS WILL INCREASE THE ORGANIZATION'S ABILITY TO ATTRACT NEW AND ADDITIONAL FUNDING FROM THE GENERAL PUBLIC, OTHER CHARITIES, AND GOVERNMENTAL ORGANIZATIONS. - IN ADDITION, THE ORGANIZATION MEETS THE FOLLOWING FACTORS OF THE FACTS AND CIRCUMSTANCES TEST:- FOR THE PAST TWO YEARS, THE PERCENTAGE OF PUBLIC SUPPORT HAS BEEN ALMOST AT 33%: 29.53% (2012) AND 31.47% (2013). SUPPORT HAS COME FROM A REPRESENTATIVE NUMBER OF PERSONS AND NOT FROM MEMBERS OF A SINGLE FAMILY.- THE GOVERNING BODY CONTINUES TO REPRESENT THE BROAD INTERESTS OF THE PUBLIC. IT IS COMPOSED OF INDIVIDUALS WITH EXPERTISE IN THE FIELD OF CONSERVATION, INCLUDING GREG CARR (PRESIDENT OF THE GORONGOSA RESTORATION PROJECT, COFOUNDER OF THE CARR CENTER FOR HUMAN RIGHTS POLICY AT HARVARD UNIVERSITY; AND COFOUNDER OF THE MUSEUM OF IDAHO), AND CHARLES SMITH (A SERIAL ENTREPRENEUR WHO HAS LAUNCHED FOUR COMPANIES AND ONE FOUNDATION; HAS SERVED ON THE DIRECTORS CABINET AT SCRIPPS INSTITUTION OF OCEANOGRAPHY, AND WHO CURRENTLY SERVES ON THE BOARD OF NATURE AND CULTURE INTERNATIONAL). IN 2013, TOM PATTERSON JOINED THE BOARD OF DIRECTORS. MR. PATTERSON IS A GENERAL PARTNER AND CO-FOUNDER OF MADRONE CAPITAL PARTNERS, A MENLO PARK-BASED INVESTMENT FIRM FOCUSING ON INVESTMENTS IN FOUNDER/FAMILY OWNED BUSINESSES, THE EMERGING MIDDLE CLASS IN CHINA AND BRAZIL, AND CLEAN ENERGY TECHNOLOGY. MR. PATTERSON SERVES ON THE BOARDS OF BARRY WEHMILLER, PROGRESO FINANCIERO, DMB PACIFIC, AND TRUMPET BEHAVIORAL HEALTH. THE ORGANIZATION HAS PLANS TO ADD 2 ADDITIONAL BOARD MEMBERS IN 2014 TO FURTHER BOLSTER THE FOUNDATION'S ABILITIES TO FURTHER ITS MISSION. WE EXPECT THE FIELD OF DONORS TO INCREASE WITH THE ONGOING EXPANSION OF THE BOARD OF DIRECTORS AND THE ORGANIZATION'S RECENT HIRING OF A DEVELOPMENT COORDINATOR. - THE MISSION OF THE ORGANIZATION IS FOCUSED ON RESEARCH-DRIVEN EDUCATION, AND AS SUCH IT IS COMMITTED TO THE DISTRIBUTION OF EDUCATIONAL MATERIALS TO THE PUBLIC ON BIOLOGICAL CONSERVATION EFFORTS AROUND THE WORLD, INCLUDING A DIGITAL HIGH SCHOOL BIOLOGY IBOOK TEXTBOOK, E.O WILSON'S LIFE ON EARTH (PUT ON PERMANENT DISPLAY IN THE NORTH CAROLINA MUSEUM OF NATURAL SCIENCES IN 2012), AND LAUNCHED IN ITS FINAL FORM, ACCOMPANIED BY AN ITUNES U COURSE, ON JUNE 30, 2014.
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
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.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
EO WILSON BIODIVERSITY FOUNDATION
Employer identification number
20-4547380
Return Reference
Explanation
FORM 990, PART VI, SECTION B, LINE 11
THE FOUNDATION'S CONTROLLER AND THE PRESIDENT OF THE COMPANY REVIEW THE 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C
ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT WHICH AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE FOUNDATION MUST ENGAGE IN ACTIVITIES WHICH ACCOMPLISH ITS TAX-EXEMPT PURPOSES.
FORM 990, PART VI, SECTION B, LINE 15
A COMPENSATION COMMITTEE IS IN PLACE FOR THE FOUNDATION. THE COMPENSATION COMMITTEE IS REQUIRED TO REVIEW AND APPROVE ANY MODIFICATION OF COMPENSATION FOR KEY EMPLOYEES OF THE COMPANY BASED ON PERFORMANCE AND COMPARABLE INDUSTRY DATA.
FORM 990, PART VI, SECTION C, LINE 19
THE ORGANIZATION DOCUMENTS ARE AVAILABLE UPON REQUEST.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.