Form990
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Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 04-01-2021 , and ending 03-31-2022
BCheck if applicable:
CName of organization
TROUT UNLIMITED INC
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1777 NORTH KENT STREET 100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, VA22209
D Employer identification number

38-1612715
E Telephone number

G Gross receipts $ 77,209,539
F Name and address of principal officer:
CHRISTOPHER WOOD
1777 NORTH KENT STREET 100
ARLINGTON,VA22209
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.TU.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1959
M State of legal domicile: MI
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO CONSERVE, PROTECT, AND RESTORE NORTH AMERICA'S COLDWATER FISHERIES AND THEIR WATERSHEDS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 31
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 30
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 433
6 Total number of volunteers (estimate if necessary) ............. 6 15,868
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 262,545
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 62,783,791 66,504,204
9 Program service revenue (Part VIII, line 2g) ......... 6,523,863 5,872,808
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 319,803 621,656
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 631,642 591,189
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 70,259,099 73,589,857
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 501,506 1,459,254
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) 22,284,172 24,105,013
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet2,050,032    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 41,022,703 36,640,523
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 63,808,381 62,204,790
19 Revenue less expenses. Subtract line 18 from line 12....... 6,450,718 11,385,067
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 44,248,127 51,595,446
21 Total liabilities (Part X, line 26)............. 10,029,157 6,551,296
22 Net assets or fund balances. Subtract line 21 from line 20..... 34,218,970 45,044,150
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
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Signature of officer Date
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Type or print name and title
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Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO CONSERVE, PROTECT, AND RESTORE NORTH AMERICA'S COLDWATER FISHERIES AND THEIR WATERSHEDS.
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 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 $ 45,632,742 including grants of $ 1,206,788 ) (Revenue $ 5,412,344 )
CONSERVATION OPERATIONS:IN NORTHERN NEW ENGLAND WE COMPLETED NUMEROUS LARGE WOOD ADDITION PROJECTS TO IMPROVE INSTREAM HABITAT FOR BROOK TROUT AS PART OF A MULTI-YEAR, $1.8 MILLION PARTNERSHIP WITH THE NATURAL RESOURCE CONSERVATION SERVICE AND PRIVATE LANDOWNERS. LONG-TERM STUDIES FROM VERMONT HAVE SHOWN DRAMATIC INCREASES IN BROOK TROUT POPULATIONS WHERE INSTREAM HABITAT HAS BEEN ENHANCED THROUGH WOOD ADDITIONS. OVER THE COURSE OF THIS PROJECT TU WILL IMPROVE 60 MILES OF TROUT HABITAT IN MAINE, NEW HAMPSHIRE, AND VERMONT.TWO YEARS AGO, TU LAUNCHED ITS NEWEST HOME RIVERS INITIATIVE ON THE BATTENKILL RIVER. SINCE THEN, TU HAS RESTORED 1 MILE OF IN-STREAM HABITAT, RECONNECTED 1.8 MILES OF COLDWATER HABITAT, PLANTED 1,150 TREES, AND ENGAGED OVER 200 VOLUNTEERS. IN THE NEXT TWO YEARS, WE WILL RESTORE ANOTHER 2 MILES OF STREAM, RECONNECTING 5.5 MILES, AND PLANTING AT LEAST 1,000 MORE TREES IN RIPARIAN AREAS IN THE BATTENKILL WATERSHED.IN THE MID-ATLANTIC REGION, TU IS WORKING TO PROTECT TROUT HABITAT THROUGH UPGRADED STREAM DESIGNATIONS THAT BRING MORE RIGOROUS PERMITTING STANDARDS. IN PENNSYLVANIA, TU HAS BEEN WORKING FOR A DECADE TO SURVEY STREAMS, IDENTIFY WILD TROUT POPULATIONS, AND SUPPORT THEIR FORMAL LISTING, RESULTING IN MORE THAN 7,000 MILES OF NEWLY-IDENTIFIED AND LISTED TROUT WATERS. A SUBSET OF THOSE WATERS RECEIVE THE HIGHEST LEVELS OF PROTECTIONS AS "CLASS A, HIGH QUALITY" WATERS. PENNSYLVANIA RECENTLY ISSUED A RULEMAKING FOR 75 MILES OF THESE NEW, HIGH-LEVEL PROTECTIONS. IN NEW JERSEY, 600 MILES OF STREAMS WERE NEWLY UPGRADED TO A HIGHER "C-1" STATUS, AND IN THE COMING YEAR WE WILL BE PURSUING STREAM UPGRADES TO INCREASE PROTECTIONS FOR TROUT WATERS IN NEW YORK.IN MARYLAND, WEST VIRGINIA, AND VIRGINIA MUCH OF OUR FOCUS HAS BEEN ON SECURING AND ENHANCING BROOK TROUT STRONGHOLDS IN THE POTOMAC AND JAMES RIVER BASINS. ONE OF OUR LONGEST-RUNNING BROOK TROUT RESTORATION INITIATIVES IN THE POTOMAC HEADWATERS CONTINUED TO BUILD ON 10 YEARS OF WORK ON BOTH NATIONAL FORESTS AND 400 PRIVATE FARMS. OUR MONITORING IS SHOWING INCREASES IN BROOK TROUT POPULATIONS, INCLUDING THE PRESENCE OF BROOKIES OVER 15". IN VIRGINIA WE ARE DRAMATICALLY INCREASING THE SCALE OF OUR RESTORATION WORK THROUGH A NEW $2.9 MILLION AGREEMENT WITH THE NATURAL RESOURCES CONSERVATION SERVICE, COMPLEMENTED BY $750,000 FROM THE VIRGINIA ENVIRONMENTAL ENDOWMENT AND $1 MILLION FROM THE NATIONAL FISH AND WILDLIFE FOUNDATION. THESE GRANTS WILL ENABLE US TO RESTORE 5 MILES OF STREAM, ESTABLISH 40 ACRES OF RIPARIAN BUFFERS, INSTALL 20 MILES OF EXCLUSION FENCING, AND STABILIZE 10 MILES OF ERODING STREAMBANKS.THE DRIFTLESS AREA PROGRAM CONTINUED ITS MARCH THROUGH THE REGION'S 6,000 MILES OF SPRING CREEKS WITH ANOTHER 20 MILES OF RESTORATION IN 2021. FINALLY, IN THE GREAT LAKES BASIN, TU CONTINUED PROJECTS IN THE WHITE, MUSKEGON, MANISTEE, ROGUE, PERE MARQUETTE, AND ONTONAGON RIVERS OF MICHIGAN AND THE PESHTIGO AND OCONTO RIVERS OF WISCONSIN. TU HAS RECONNECTED HUNDREDS OF MILES OF HABITAT IN THESE WATERSHEDS IN RECENT YEARS AND ENHANCED INSTREAM HABITAT THROUGH WOOD ADDITIONS.IN OREGON, A HISTORIC AGREEMENT WAS REACHED TO REFORM STATE FOREST PRACTICES RULES FOR THE MORE THAN 10 MILLION ACRES OF PRIVATE TIMBER LANDS IN THE STATE. TU WAS A LEAD NEGOTIATOR IN THIS PROCESS, HELPING REPRESENT A COALITION OF 13 CONSERVATION GROUPS IN COLLABORATION WITH SEVERAL TIMBER COMPANIES AND REPRESENTATIVES FOR SMALL WOODLAND OWNERS. THE AGREEMENT WILL IMPROVE THE HEALTH AND CLIMATE RESILIENCE OF AQUATIC ECOSYSTEMS BY ESTABLISHING NO-CUT RIPARIAN BUFFERS ON BOTH FISH-BEARING AND PORTIONS OF NON-FISH-BEARING PERENNIAL STREAMS, STRENGTHEN ROAD CONSTRUCTION AND STREAM CROSSING RULES TO PROTECT WATER QUALITY AND FISH PASSAGE, INCREASE PROTECTION OF STEEP SLOPES TO REDUCE THE LANDSLIDES, AND HELP RESTORE BEAVER ON THE LANDSCAPE.TU PLAYED A MAJOR ROLE IN GETTING A FIVEFOLD INCREASE IN HABITAT RESTORATION FUNDING IN NEW MEXICO. AFTER A MULTI-YEAR CAMPAIGN, THE STATE LEGISLATURE APPROPRIATED $10 MILLION TO THE STATE'S PROGRAM DEDICATED TO RESTORING RIVER HABITAT, A BIG JUMP FROM THE $1.5 MILLION IN ANNUAL FUNDING THE PROGRAM HAD RECEIVED. ALSO, GOVERNOR LUJAN-GRISHAM JUST ANNOUNCED SUPPORT FOR PUTTING CONSERVATION FUNDING ON A STATEWIDE BALLOT FOR THE FIRST TIME IN NEW MEXICO'S HISTORY. THIS INCLUDES A $50 MILLION BOND THAT WOULD GO TO EXISTING CONSERVATION, RESTORATION, AND OUTDOOR RECREATION PROGRAMS. TU ADVOCATED FOR THE GOVERNOR TO PURSUE THE BOND.TU LED DOZENS OF FISH AND WILDLIFE GROUPS AND MAJOR OUTDOOR RECREATION COMPANIES IN CALLING ON THE BIDEN ADMINISTRATION TO DEVELOP A COMPREHENSIVE SOLUTION TO RECOVER SNAKE RIVER SALMON AND STEELHEAD, THAT INCLUDES REMOVAL OF FOUR DAMS ON THE LOWER SNAKE RIVER. A MONTH LATER THE BIDEN ADMINISTRATION AGREED TO STAY A LAWSUIT BETWEEN THE NEZ PERCE TRIBE, THE STATE OF OREGON, AND A GROUP OF FISHING AND CONSERVATION GROUPS CHALLENGING FEDERAL DAM OPERATIONS ON THE SNAKE. IN THE STAY AGREEMENT THE ADMINISTRATION PLEDGED TO DEVELOP A LONG-TERM COMPREHENSIVE SOLUTION. FOR THE PAST DECADE TU HAS WORKED IN WYOMING WITH RANCHERS, IRRIGATION DISTRICTS, AND STATE AND FEDERAL AGENCIES TO IMPROVE CONNECTIVITY AND STREAMFLOW THROUGHOUT THE GREYBULL RIVER WATERSHED (BIGHORN BASIN). TU STAFF PUT IN THE TIME AND EFFORT TO BUILD A STRONG RELATIONSHIP WITH THE GREYBULL VALLEY IRRIGATION DISTRICT (GVID) OVER MANY YEARS, WHICH LED TO AN AGREEMENT TO PUT IN A FISH LADDER AT A GVID DIVERSION DAM AND RESTORE PASSAGE TO 100 MILES OF HABITAT THAT HAD BEEN BLOCKED FOR OVER 50 YEARS! TU STAFF AND CONTRACTORS WERE ON-SITE AND PROJECT CONSTRUCTION WAS COMPLETED SO NOW THE GREYBULL RIVER AND ITS MAJOR TRIBUTARIES LIKE THE WOOD ARE BARRIER FREE. WE COMPLETED TWO CRITICAL FISH PASSAGE PROJECTS IN THE CARMEL RIVER WATERSHED TO HELP NATIVE STEELHEAD. OUR PROJECT ON CACHAGUA CREEK, A STRONG PARTNERSHIP WITH THE ESSELEN TRIBE OF MONTEREY COUNTY, PROVIDED PASSAGE AT ALL FLOWS FOR STEELHEAD, AND DRAMATICALLY IMPROVED ACCESS AND SAFETY FOR RESIDENTS OF A LOW-INCOME COMMUNITY. OUR NORTH COAST SALMON AND STEELHEAD RESTORATION PROGRAM COMPLETED NINE PROJECTS IMPROVING 17 MILES OF STREAMS BY ENHANCING FISH PASSAGE, HABITAT, AND WATER QUALITY FOR COHO AND STEELHEAD. OUR LAWRENCE CREEK PROJECT IN THE EEL RIVER WATERSHED WAS NAMED ONE OF THE WATERS TO WATCH FOR 2021 BY THE NATIONAL FISH HABITAT PARTNERSHIP. IN A MUCH DRIER PART OF CALIFORNIA, TU HAS LAUNCHED "REORIENTING TOWARDS RECOVERY," AN UNPRECEDENTED THREE-YEAR COLLABORATION BETWEEN NGOS AND STATE WATER CONTRACTORS THAT BRINGS TOGETHER WATER MANAGERS, AGENCIES, TRIBES, FISHING INTERESTS, AND OTHER STAKEHOLDERS IN THE CENTRAL VALLEY. THE OBJECTIVE IS TO FIND CONSENSUS ON A SUITE OF ACTIONS TO ADVANCE CENTRAL VALLEY SALMON AND STEELHEAD RECOVERY IN A MANNER THAT EQUITABLY BALANCES DIVERSE VALUES. SEVERAL WORKSHOPS WERE HELD IN 2021, AND IN JANUARY THE OUTREACH, ENGAGEMENT AND STRUCTURED DECISION-MAKING WORK COMMENCED WITH FUNDING FROM THE DELTA SCIENCE PROGRAM. THIS IS AN EXAMPLE OF TU PUTTING INTO ACTION ITS COMMITMENT TO DIVERSITY, EQUITY AND INCLUSION.
4b (Code:   ) (Expenses $ 3,075,267 including grants of $ 227,175 ) (Revenue $ 364,747 )
VOLUNTEER OPERATIONS AND CHAPTER SUPPORT:PLANT A TREE WITH TU: INITIATIVE FOCUSES ON GROWING ENGAGEMENT AND COMBATTING CLIMATE CHANGE - DESIGNED TO HARNESS THE MARKETING POWER OF EARTH DAY (APRIL 22), ARBOR DAY (APRIL 29) AND NATIONAL VOLUNTEER WEEK (APRIL 17-23,) "PLANT A TREE WITH TU" WILL BE A NATIONWIDE, WEEK-LONG EVENT TO SUPPORT RIPARIAN TREE PLANTINGS LED BY TU CHAPTERS AND STAFF ACROSS THE COUNTRY. THE GOAL IS TO HAVE AT LEAST 100 LOCAL TREE PLANTING VOLUNTEER EVENTS REACHING NEW AUDIENCES THROUGH A COORDINATED NATIONAL MARKETING CAMPAIGN THAT WILL INCENT CHAPTERS AND COUNCILS TO USE TU'S NEW EVENTGROOVE TOOL A TOOL THAT OVER THE LAST 18 MONTHS HAS SUPPORTED MORE THAN 155 CHAPTER FUNDRAISING EVENTS. TU CAN INCORPORATE THESE PARTICIPANTS AND DONORS INTO OUR NATIONAL DATABASE, AND SERVE THE INTERESTS OF THESE LOCALLY ENGAGED MEMBER AND NON-MEMBER SUPPORTERS.BEYOND THE OBVIOUS IMPACTS ON COMMUNITY ENGAGEMENT AND STREAM HEALTH, WE'VE ALSO BEEN WORKING WITH THE TU SCIENCE STAFF AND PARTNERS AT THE U.S. FOREST SERVICE ON A PROGRAM TO TRACK OUR TREE PLANTING ACTIVITY AND MEASURE THE CARBON SEQUESTRATION POWER OF THE TENS-OF THOUSANDS OF TREES WE PLANT EACH YEAR. THROUGH THIS CAMPAIGN WE WILL CALCULATE JUST HOW MUCH CO2 THAT TU IS TAKING OUT OF THE ATMOSPHERE WITH THESE TREE PLANTINGS AND DEMONSTRATE FOR THE FIRST TIME THAT OUR EFFORTS NOT ONLY BUILD CLIMATE CHANGE RESILIENCY BUT ARE A POWERFUL WAY TO REDUCE THE PACE OF GLOBAL WARMING.THE KERRI RUSSELL EQUITY FUND HONORS FORMER TU TRUSTEE, KERRI RUSSELL'S LEGACY, INCLUDING HER DECADE-LONG COMMITMENT TO BOLSTER DIVERSITY, EQUITY AND INCLUSION (DEI) WORK AT TU. WE ARE MOVING FORWARD WITH NEW INVESTMENTS. TU IS ALSO ACTIVELY WORKING TO SUPPORT THE TRANSLATION OF MULTIPLE TU MATERIALS INTO SPANISH. UP FIRST A TRANSLATION OF TU'S STREAM GIRLS AND STREAM KEEPERS CURRICULUM.FINALLY, TU HAS INITIATED A MINI-GRANTS PROGRAM TO PROVIDE FUNDING DIRECTLY TO CHAPTERS/ COUNCILS TO SUPPORT A RANGE OF ACTIVITIES DESIGNED TO MAKE TU CHAPTERS AND COUNCILS MORE INCLUSIVE AND EQUITABLE. A BROAD ARRAY OF ACTIVITIES WILL BE CONSIDERED ELIGIBLE FOR SUPPORT; HOWEVER, CHAPTERS AND COUNCILS WILL ONLY BE ELIGIBLE FOR FUNDING IF THEY DEMONSTRATE PAST ENGAGEMENT IN DEI TRAINING FOR THE BOARD, OR THEY COMPLETE TU'S DIVERSITY AND INCLUSION BASIC TRAINING. THE GRANTS REVIEW COMMITTEE MADE THEIR FIRST GRANT TO THE CAPE COD CHAPTER THAT WILL USE THE FUNDS TO DELIVER A ROBUST WOMEN'S ENGAGEMENT PROGRAM. ADDITIONALLY, DURING BLACK HISTORY MONTH, SIMMS WILL FEATURE THE RUSSELL FUND IN THEIR SOCIAL FEEDS BOTH A CELEBRATION OF THE OPPORTUNITY AHEAD AND A CALL TO CONTRIBUTE TO THE FUND.TU'S HEADWATERS YOUTH EDUCATION BOARD PROVIDES ADVICE, INSIGHT AND FUNDING FOR TU'S YOUTH EDUCATION PROGRAMMING. OVER THE PAST DECADE, THE BOARD HAS CONTRIBUTED NEARLY ONE MILLION DOLLARS TOWARDS TU YOUTH EDUCATION PROGRAMMING.
4c (Code:   ) (Expenses $ 2,846,628 including grants of $ 16,305 ) (Revenue $ 337,629 )
MEMBERSHIP DEVELOPMENT:REGARDING THE MEMBER RENEWAL AND APPEAL PROCESS, THE TEAM PLANS TO REDUCE THE NUMBER OF PAPER AND EMAIL SOLICITATIONS BY 40 PERCENT. THIS REDUCTION WILL BE COMPLEMENTED BY FUTURE IT IMPROVEMENTS THAT WILL ALLOW SELF-SERVICE ACCESS FOR MEMBERS TO OPT IN OR OUT OF CERTAIN COMMUNICATIONS. THE TEAM WILL ALSO BE SHARING THE DESIGN FOR A MEMBERSHIP RECRUITMENT APP THAT WILL ALLOW CURRENT MEMBERS TO QUICKLY AND EASILY SIGN NEW MEMBERS UP ONLINE THROUGH THE APP.
(Code:   ) (Expenses $ 2,108,987 including grants of $   ) (Revenue $ 250,140 )
COMMUNICATIONS:MUCH OF TU'S COMMUNICATIONS WORK INVOLVES ESTABLISHING A STRONGER ORGANIZATIONAL FOUNDATION FOR FUTURE TU ENGAGEMENT EFFORTS TO GROW FROM. THIS INCLUDES:- BUILDING A TRUE SENSE OF "TEAM" AMONG MARKETING AND COMMUNICATIONS STAFFERS, SO THEY CAN BETTER SUPPORT EACH OTHER AND THE ORGANIZATION;- IMPROVING OUR EXISTING MEMBER RENEWAL AND APPEAL PROCESS, TO PROVIDE GREATER MEMBER SATISFACTION;- IDENTIFYING THE NEEDS FOR A STRONGER TU DATABASE, SO WE CAN PROVIDE BETTER MEMBER SERVICE AND BETTER PROSPECTIVE MEMBER/SUPPORTER OUTREACH;- REASSESSING TU'S EXTERNAL MARKETING PARTNER RELATIONSHIPS, TO ENSURE WE'RE GETTING THE BEST SERVICE AND VALUE FOR OUR INVESTMENTS; AND- CREATING A PLAN FOR REPOSITIONING THE TU BRAND SO WE CAN BETTER INVITE NEW AUDIENCES INTO OUR ORGANIZATION. TIMING FOR IMPLEMENTATION OF THIS PLAN WILL ALLOW US TO INTRODUCE A NEW TU BRAND.
(Code:   ) (Expenses $ 666,510 including grants of $ 8,986 ) (Revenue $ 79,052 )
GOVERNMENT AFFAIRS:TU'S TREMENDOUS STAFF EXPERTISE ON PRIORITY CONSERVATION ISSUES HAS NEVER BEEN PUT ON DISPLAY AS MUCH AS 2021, AND THE PAYOFF HAS BEEN SUBSTANTIAL. CHRIS WOOD AND OTHER TU STAFF WERE CALLED TO TESTIFY BEFORE CONGRESS A TOTAL OF SIX TIMES IN 2021. TU ACHIEVED SUBSTANTIAL VICTORIES ON ENACTMENT OF THE INFRASTRUCTURE INVESTMENT AND JOBS ACT (IIJA), ON RESTORING CLEAN WATER ACT PROTECTIONS OF HEADWATER STREAMS, BRISTOL BAY PROTECTION, AND PROTECTION OF ROADLESS AREAS ON THE TONGASS NATIONAL FOREST.FOLLOWING YEARS OF DEDICATED EFFORT BY TU STAFF AND VOLUNTEERS AND OUR CONSERVATION PARTNERS, CONGRESS PASSED AND THE PRESIDENT SIGNED INTO LAW THE INFRASTRUCTURE INVESTMENT AND JOBS ACT (IIJA), REPRESENTING A ONCE-IN-A-GENERATION, $1.2 TRILLION INVESTMENT TO ADDRESS AMERICA'S VAST INFRASTRUCTURE NEEDS, PROTECT AND RESTORE WATERSHED RESILIENCE IN THE FACE OF CLIMATE CHANGE, AND SUPPORT THE NATION'S GREEN ENERGY FUTURE.TU WORKED DILIGENTLY ON A BIPARTISAN BASIS TO SECURE SIGNIFICANT PROVISIONS IN THE BILL THAT SUPPORT OUR MISSION INCLUDING ABANDONED MINE RESTORATION, REMOVAL OF OBSOLETE DAMS, FOREST AND WATERSHED RESTORATION ON OUR PUBLIC LANDS, REPLACEMENT OF OLD CULVERTS AND FISH PASSAGE BARRIERS, AND INCREASED EFFICIENCY OF WATER MANAGEMENT AND TRANSPORT SYSTEMS. THE NEW LAW PROVIDES THE OPPORTUNITY TO MAKE INVESTMENTS IN TROUT AND SALMON PROTECTION, RECONNECTION, AND RESTORATION PROJECTS IN VIRTUALLY EVERY CORNER OF THE NATION'S SALMONID HABITATS.TU AND OUR CONSERVATION ALLIES INVESTED A GREAT AMOUNT OF EFFORT INTO THE BUILD BACK BETTER LEGISLATION, AND WE WERE DISAPPOINTED BY ITS FAILURE TO MOVE FORWARD IN THE SENATE. THE LEGISLATION THAT HAS BEEN REVEALED SO FAR WOULD PROVIDE MAJOR INVESTMENT IN PUBLIC LANDS WATERSHED RESTORATION, WILDFIRE AND DROUGHT RESPONSE, TRANSFORMATIONAL FUNDING IN FARM BILL CONSERVATION, AND A TRANSITION TO A CLEANER ENERGY ECONOMY. SUPPORTED BY TU SCIENCE TEAM RESEARCH WHICH DEMONSTRATED THE RISK OF SUBSTANTIAL LOSS OF HEADWATER STREAMS TO DEVELOPMENT ACTIVITIES, A FEDERAL DISTRICT COURT IN ARIZONA VACATED THE ILL-CONCEIVED CLEAN WATER RULE ESTABLISHED IN 2020, AND REINSTATED MUCH BETTER LONGSTANDING RULE ESTABLISHED BY THE EPA IN 1986. EPA HAS NOW OPENED A PUBLIC COMMENT PERIOD TO PROMULGATE THE RULE, AND TU IS WEIGHING IN HEAVILY IN SUPPORT OF IT. THE NEW EPA RULE WILL HELP PROTECT SMALL EPHEMERAL STREAMS, WHICH CONSTITUTE MORE THAN HALF OF THE NATION'S STREAM MILES.
4d Other program services (Describe in Schedule O.)
(Expenses $ 2,775,497 including grants of $ 8,986 ) (Revenue $ 329,192 )
4e Total program service expensesMediumBullet54,330,134
Form 990 (2021)
Form 990 (2021)
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? See instructions. 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, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick 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 Rev. Proc. 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
 
No
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
Yes
 
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick 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 V......
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, line 10? 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 VIIClick to see attachment.......
11b
 
No
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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XIIClick to see attachment......................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
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
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........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 other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....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 other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...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 I. See instructions. ....
17
 
No
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............
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
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), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
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.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click 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............
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
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 ...
35b
 
 
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.............
36
 
No
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 VI
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
282
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
433
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” to line 3b, 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, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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 or note to any line 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
1a
31
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
30
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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
Yes
 
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 on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
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 on 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 on 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 , AR , CA , FL , GA , HI , IL , KS , KY , MD , MA , MI , MN , MS , NH , NJ , NM , NY , NC , OR , PA , RI , SC , TN , UT , VA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
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, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletELENA PARKIN1777 NORTH KENT STREET SUITE 100   ARLINGTON,VA22209 (703) 522-0200
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) CHRISTOPHER WOOD......................................................................
PRESIDENT AND CEO
 40.00
.................
  		X   X       386,632 0 55,215
(2) HARRIS HYMAN......................................................................
CHAIRMAN
 20.00
.................
  		X   X       0 0 0
(3) JIM WALKER......................................................................
NATIONAL CHAIR
 20.00
.................
  		X   X       0 0 0
(4) RICH THOMAS......................................................................
NATIONAL SECRETARY
 20.00
.................
  		X   X       0 0 0
(5) PATSY ISHIYAMA......................................................................
SECRETARY
 15.00
.................
  		X   X       0 0 0
(6) LAWRENCE GARLICK......................................................................
TREASURER
 15.00
.................
  		X   X       0 0 0
(7) LINDA ROSENBERG ACH......................................................................
TRUSTEE
 5.00
.................
  		X           0 0 0
(8) BERNARD C BAILEY......................................................................
TRUSTEE (UNTIL 9/1/2021)
 5.00
.................
  		X           0 0 0
(9) R SCOTT BLACKLEY......................................................................
TRUSTEE
 10.00
.................
  		X           0 0 0
(10) SHERRY BRAINERD......................................................................
TRUSTEE
 5.00
.................
  		X           0 0 0
(11) AMY CORDALIS......................................................................
TRUSTEE (FROM 9/1/2021)
 5.00
.................
  		X           0 0 0
(12) JOSH CRUMPTON......................................................................
TRUSTEE
 5.00
.................
  		X           0 0 0
(13) MAC CUNNINGHAM......................................................................
TRUSTEE
 10.00
.................
  		X           0 0 0
(14) R JOSEPH DE BRUYN......................................................................
TRUSTEE
 5.00
.................
  		X           0 0 0
(15) PAUL DOSCHER......................................................................
TRUSTEE
 5.00
.................
  		X           0 0 0
(16) NOEL SKIP DUNN......................................................................
TRUSTEE
 5.00
.................
  		X           0 0 0
(17) LAWRENCE FINCH......................................................................
TRUSTEE
 5.00
.................
  		X           0 0 0
Form 990 (2021)
Form 990 (2021)
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 (list any hours for related organizations below dotted line) 		(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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) PETER GRUA........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(19) CHRIS HILL........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(20) THOMAS L JONES........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(21) HENRY E KOLTZ........................................................................
TRUSTEE (UNTIL 1/1/2021)
 5.00
.......................   		X           0 0 0
(22) ALEX MAHER........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(23) GREGORY A MCCRICKARD........................................................................
TRUSTEE
 10.00
.......................   		X           0 0 0
(24) STEPHEN MOSS........................................................................
TRUSTEE (UNTIL 9/30/2021)
 5.00
.......................   		X           0 0 0
(25) PHOEBE MUZZY........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(26) TIM O'LEARY........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(27) ROBERT ODEN JR........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(28) AL PERKINSON........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(29) CANDICE PRICE........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(30) DONALD DWIGHT SCOTT........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(31) KATHY SCOTT........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(32) JUDI SITTLER........................................................................
TRUSTEE
 5.00
.......................   		X           0 0 0
(33) TERRY TURNER........................................................................
TRUSTEE
 10.00
.......................   		X           0 0 0
(34) JEFF WITTEN........................................................................
TRUSTEE
 10.00
.......................   		X           0 0 0
(35) JOANNE THEURICH........................................................................
COO
 40.00
.......................   		    X       234,605 0 45,434
(36) MATTHEW RENAUD........................................................................
CFO (UNTIL 12/3/2021)
 40.00
.......................   		    X       213,506 0 45,159
(37) JULISA EDWARDS........................................................................
GENERAL COUNSEL
 40.00
.......................   		        X   182,360 0 7,060
(38) STEVEN MOYER........................................................................
VP GOVERNMENT AFFAIRS
 40.00
.......................   		        X   168,923 0 32,610
(39) ROBERT MASONIS........................................................................
VP WESTERN CONSERVATION
 40.00
.......................   		        X   141,450 0 18,936
(40) ELIZABETH SNYDER........................................................................
SR DIRECTOR, IT (UNTIL 9/24/2021)
 40.00
.......................   		        X   142,403 0 17,392
(41) KEITH CURLEY........................................................................
VP EASTERN CONSERVATION
 40.00
.......................   		        X   134,747 0 36,831
(42) ELIZABETH MACLIN........................................................................
FORMER EXECUTIVE VP (END 1/4/2021)
 40.00
.......................   		          X 110,764 0 4,621
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 1,715,390 0 263,258
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet24
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
Yes
 
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
SELLAND CONSTRUCTION INC

PO BOX 119
WENATCHEE,WA98807 		CONSTRUCTION 1,477,648
CATES & ERB INC

PO BOX 2027
OMAK,WA98841 		CONSTRUCTION 1,296,381
GLACIER EXCAVATING

PO BOX 351
EUREKA,MT59917 		CONSTRUCTION 1,014,640
RR DONNELLEY

35 W WACKER DRIVE
CHICAGO,IL60601 		PRINTING 899,636
DURDEN CONSTRUCTION

PO BOX 966
SAN JUAN BAUTISTA,CA95045 		CONSTRUCTION 771,542
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet68
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a 131,310
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 33,690,328
f All other contributions, gifts, grants, and similar amounts not included above1f 32,682,566
g Noncash contributions included in lines 1a - 1f:$ 1g 1,066,463
h Total. Add lines 1a-1f.......MediumBullet 66,504,204
Program Service RevenueAmt Business Code
2a MEMBERSHIP DUES 900099 5,610,263 5,610,263    
b PUBLICATIONS 900099 262,545   262,545  
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 5,872,808
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 490,995     490,995
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 16,448     16,448
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss)     6c
d Net rental income or (loss).......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   2,132,087 7a
b Less: cost or other basis and sales expenses   2,001,426 7b
c Gain or (loss)   130,661 7c
d Net gain or (loss).........MediumBullet 130,661     130,661
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a 2,189,360
b Less: cost of goods sold .. 10b 1,618,256
c Net income or (loss) from sales of inventory..MediumBullet 571,104 571,104    
Business Code Miscellaneous Revenue
11a LIST RENTALS 900099 18,263     18,263
b MISCELLANEOUS 900099 -14,626     -14,626
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 3,637
12 Total revenue. See instructions.....MediumBullet 73,589,857 6,181,367 262,545 641,741
Form 990 (2021)
Form 990 (2021)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 1,319,254 1,319,254
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 140,000 140,000
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 915,460   694,826 220,634
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 14,772,442 12,342,675 2,044,369 385,398
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 1,457,120 1,199,335 214,996 42,789
9 Other employee benefits ....... 5,593,133 4,588,732 790,495 213,906
10 Payroll taxes ........... 1,366,858 1,103,791 209,524 53,543
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 90,646 8,070 82,576  
c Accounting ........... 107,585 1,690 105,895  
d Lobbying ........... 140,000 140,000    
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 55,378   55,378  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 23,231,913 22,850,264 362,266 19,383
12 Advertising and promotion .... 182,327 180,937 1,322 68
13 Office expenses ....... 3,284,517 2,689,433 100,179 494,905
14 Information technology ...... 871,902 690,762 149,248 31,892
15 Royalties ..        
16 Occupancy ........... 811,595 721,245 70,401 19,949
17 Travel ............ 928,299 835,071 48,800 44,428
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 209,087 113,004 43,191 52,892
20 Interest ........... 3,813   3,813  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 111,055 88,032 18,872 4,151
23 Insurance ... 186,829 64,437 122,392  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MATERIALS 1,585,073 1,585,073    
b MAGAZINE PRODUCTION 1,533,960 1,277,216 2,403 254,341
c WATER LEASES 1,090,054 1,090,054    
d FULFILLMENT, CAGING 745,894 543,179 105 202,610
e All other expenses 1,470,596 757,880 703,573 9,143
25 Total functional expenses. Add lines 1 through 24e 62,204,790 54,330,134 5,824,624 2,050,032
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). 1,302,912 397,740 0 905,172
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 11,127,689 1 10,910,843
2 Savings and temporary cash investments ......... 2,984,479 2 2,745,646
3 Pledges and grants receivable, net ...... 14,880,669 3 15,937,852
4 Accounts receivable, net ............. 4,431,705 4 8,044,830
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 549,165 8 1,013,972
9 Prepaid expenses and deferred charges ...... 659,025 9 540,467
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 5,256,635
b Less: accumulated depreciation 10b 5,065,879 186,334 10c 190,756
11 Investments—publicly traded securities . 9,374,936 11 11,071,015
12 Investments—other securities. See Part IV, line 11 .....   12 1,085,940
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 54,125 15 54,125
16 Total assets. Add lines 1 through 15 (must equal line 33)... 44,248,127 16 51,595,446
Liabilities 17 Accounts payable and accrued expenses ..... 6,008,253 17 6,186,103
18 Grants payable ...   18  
19 Deferred revenue ......... 373,439 19 317,843
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties .. 3,337,300 24  
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 310,165 25 47,350
26 Total liabilities. Add lines 17 through 25.. 10,029,157 26 6,551,296
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 3,937,973 27 11,666,421
28 Net assets with donor restrictions ........... 30,280,997 28 33,377,729
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 34,218,970 32 45,044,150
33 Total liabilities and net assets/fund balances ........ 44,248,127 33 51,595,446
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
73,589,857
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
62,204,790
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
11,385,067
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
34,218,970
5
Net unrealized gains (losses) on investments ...............
5
-559,887
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
45,044,150
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
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 (2021)
Form 990 (2021)
Additional Data


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

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
TROUT UNLIMITED INC
 
Employer identification number

38-1612715
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 47,745,662 23,757,769 55,081,301 62,783,791 66,504,204 255,872,727
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 47,745,662 23,757,769 55,081,301 62,783,791 66,504,204 255,872,727
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4. 255,872,727
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (f) Total
7 Amounts from line 4.. 47,745,662 23,757,769 55,081,301 62,783,791 66,504,204 255,872,727
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 228,477 152,949 186,225 304,460 507,443 1,379,554
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 VI.).. -4,952   26,889 29,386 3,637 54,960
11 Total support. Add lines 7 through 10 257,307,241
12
12
33,707,146
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
99.440 %
15
15
98.780 %
16a
b
17a
b
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 ..................................................... right arrow
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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) right arrow (a) 2017 (b) 2018 (c) 2019 (d) 2020 (e) 2021 (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 on 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 VI.) ..            
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) 2021

Schedule A (Form 990) 2021
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2021

Schedule A (Form 990) 2021
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2021 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2021 		(iii)
Distributable
Amount for 2021
1 Distributable amount for 2021 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2021:
a From 2016.......  
b From 2017.......  
c From 2018.......  
d From 2019.......  
e From 2020.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2021 distributable amount  
i Carryover from 2016 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2021 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2021 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2021, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2021. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2022. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2017.....  
b Excess from 2018.....  
c Excess from 2019.....  
d Excess from 2020.....  
e Excess from 2021.....  
Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
PART II: THE INFORMATION REPORTED IN THE 2018 COLUMN IS FOR THE SHORT PERIOD 10/1/2018 - 3/31/2019.
Schedule A (Form 990) 2021


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Name of the organization
TROUT UNLIMITED INC
 
Employer identification number

38-1612715
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2021)
Schedule B (Form 990) (2021) Page 2
Name of organization
TROUT UNLIMITED INC
  		Employer identification number
38-1612715
Part I
Contributors
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)
Schedule B (Form 990) (2021)
Page 3
Name of organization
TROUT UNLIMITED INC
  		Employer identification number

38-1612715
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) (2021)
Schedule B (Form 990) (2021)
Page 4
Name of organization
TROUT UNLIMITED INC
  		Employer identification number

38-1612715
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2021)
Additional Data


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

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
TROUT UNLIMITED INC
 
Employer identification number

38-1612715
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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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 SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
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) ...................... 0  
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................ 273,938  
c Total lobbying expenditures (add lines 1a and 1b) ............................................................ 273,938  
d Other exempt purpose expenditures ............................................................................... 61,930,852  
e Total exempt purpose expenditures (add lines 1c and 1d) .................................................. 62,204,790  
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-. ................................................ 0  
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................ 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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) Total
2a Lobbying nontaxable 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 717,676 278,751 264,649 273,938 1,535,014
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 232,612 2,300 6,500   241,412
Schedule C (Form 990) 2021


Schedule C (Form 990) 2021
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 on 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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990) 2021


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," on 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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
TROUT UNLIMITED INC
 
Employer identification number

38-1612715
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
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" on 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 3
b Total acreage restricted by conservation easements .................... 2b 120.00
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, 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 Bullet0
4
Number of states where property subject to conservation easement is located SchDMd Bullet1
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, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet40.00
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $ 1,000
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB 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)
Revenue included on 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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on 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 .... 9,417,420 5,295,898 5,976,942 6,243,231 6,099,611
b Contributions ...   2,500,000      
c Net investment earnings, gains, and losses 34,737 1,946,850 -373,092 4,037 486,817
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		317,031 325,328 307,952 270,326 343,197
f Administrative expenses ....          
g End of year balance ...... 9,135,126 9,417,420 5,295,898 5,976,942 6,243,231
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet0 %
b
Permanent endowment SchDMd Bullet82.160 %
c
Term endowment SchDMd Bullet17.840 %
The percentages on 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" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....   7,801 7,801
b Buildings ....        
c Leasehold improvements   65,566 59,291 6,275
d Equipment ....   5,183,268 5,006,588 176,680
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 190,756
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 47,350
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 74,634,173
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -559,887
b Donated services and use of facilities ......... 2b 41,325
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 1,618,256
e Add lines 2a through 2d ..................... 2e 1,099,694
3 Subtract line 2e from line 1.................. 3 73,534,479
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 55,378
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 55,378
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 73,589,857
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 63,808,993
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a 41,325
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 1,618,256
e Add lines 2a through 2d.................... 2e 1,659,581
3 Subtract line 2e from line 1................... 3 62,149,412
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 55,378
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 55,378
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 62,204,790
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART II, LINE 5: ANNUALLY, A TU REPRESENTATIVE VISITS THE PROPERTY AND SPEAKS WITH THE LANDOWNER TO REVIEW THE PROPERTY AND IDENTIFY ANY NEW ACTIVITIES OR DAMAGES SINCE THE LAST INSPECTION THAT COULD AFFECT THE PROPERTY. THE REPRESENTATIVE DISCUSSES WITH THE LANDOWNER ANY POTENTIAL OR PLANNED ACTIVITIES CONCERNING THE LAND INCLUDING, BUT NOT LIMITED TO, THE TRANSFER OF THE LAND, AGRICULTURAL ACTIVITIES, TIMBER HARVESTING, WATER DEVELOPMENT, ROAD CONSTRUCTION, AND COMMERCIAL ACTIVITIES.
PART II, LINE 9: CONSERVATION EASEMENTS ARE NOT REPORTED IN THE REVENUE, EXPENSE OR BALANCE SHEET OF TU.
PART V, LINE 4: CCF ENDOWMENT: THE FUND WAS DEVELOPED TO SUPPORT THE SCIENTIFIC RESOURCE WORK OF TU AND WAS FUNDED THROUGH THE RUSSELL MEMORIAL FUND ($569,375) AND OTHER INDIVIDUAL CONTRIBUTIONS. UP TO 15% OF THE ORIGINAL CONTRIBUTION REVENUE WAS ALLOCATED TO BE SPENT ON OVERHEAD AND ADMINISTRATIVE COSTS ASSOCIATED WITH THE COLDWATER CONSERVATION FUND PROGRAM. THE REMAINING PORTION OF THE OVERHEAD AND ADMINISTRATIVE ALLOCATION WAS SPENT IN FISCAL YEAR 2016. A PORTION OF THE CURRENT INVESTMENT INCOME FROM THE ENDOWMENT'S FUNDS ARE TO BE SPENT ANNUALLY, IN ACCORDANCE WITH TU'S SPENDING POLICY. SPENDING RATE OF 4.5% WAS SET FOR THE YEARS ENDED MARCH 31, 2022 AND 2021. E.T. TELLER ENDOWMENT: THIS FUND WAS ESTABLISHED IN 1995 BY THE TELLER FAMILY. PER REQUEST BY THE DONOR, UP TO 50% OF THE ANNUAL EARNINGS ARE AVAILABLE FOR GENERAL OPERATIONS OF TU. THE OTHER 50% SHOULD BE REINVESTED IN THE FUND. IDAHO WATER FUND: THIS ENDOWMENT WAS ESTABLISHED IN 2008 WITH GRANT FUNDS FROM THE ISHIYAMA FAMILY FOUNDATION. THE PURPOSE OF THE ENDOWMENT IS TO FUND THE IDAHO WATER PROJECT. A PORTION OF THE FUNDS CAN BE SPENT ANNUALLY, IN ACCORDANCE WITH TU'S SPENDING POLICY. FUNDS IN THE AMOUNT OF $34,344 AND $38,859 WERE SPENT DURING THE YEARS ENDING MARCH 31, 2022 AND 2021, RESPECTIVELY. TALCOTT ENDOWMENT: THE TALCOTT ENDOWMENT WAS ESTABLISHED IN 2021 WITH A BEQUEST IN THE AMOUNT OF $2,500,000 FROM THAYER TALCOTT, JR. THE FUNDS WERE RESTRICTED TO TU'S PERPETUAL ENDOWMENT WITH THE INCOME TO BE USED TO SUPPORT THE GENERAL PURPOSES OF TU. THE FUNDS HAD NOT BEEN RECEIVED AS OF MARCH 31, 2021 AND THE BEQUEST WAS RECORDED AS A RECEIVABLE WITHIN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION AS OF MARCH 31, 2021. THE FUNDS WERE SUBSEQUENTLY RECEIVED IN JUNE 2021 AND WERE INVESTED IN ACCORDANCE WITH TU'S INVESTMENT POLICY FOR ENDOWMENTS AND WILL BE SPENT IN ACCORDANCE WITH TU'S SPENDING POLICY.
PART X, LINE 2: FOR THE YEARS ENDED MARCH 31, 2022 AND 2021, TU DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS AN EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST SALES REVENUE ON FORM 990, PART VIII, LINE 10C. 1,618,256.
PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD REPORTED AS AN EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST SALES REVENUE ON FORM 990, PART VIII, LINE 10C. 1,618,256.
Schedule D (Form 990) 2021


Additional Data


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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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
TROUT UNLIMITED INC
 
Employer identification number

38-1612715
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on 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. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
NORTH AMERICA 0 0 GRANTMAKING   140,000
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 0 140,000
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 0 140,000
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
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 noncash
assistance 		(h) Description
of noncash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
NORTH AMERICA CONSERVATION 70,000 CHECK 0    
NORTH AMERICA CONSERVATION 70,000 CHECK 0    
             
             
             
             
             
             
             
             
             
             
             
             
             
             
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
2
3 Enter total number of other organizations or entities .......................MediumBullet
0
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
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, Return by a U.S. Transferor of Property to a Foreign Corporation (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 separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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, Information 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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
Page 5
Part V
Supplemental Information
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.
ReturnReference Explanation
PART I, LINE 2: THE MAJORITY OF THE GRANTS ARE GIVEN OUT TO TU CHAPTERS AND COUNCILS AND ARE MONITORED BY THE EMBRACE-A-STREAM COMMITTEE FOR COMPLIANCE WITH THEIR GRANT AGREEMENT. FOR THOSE GRANTS ISSUED TO OUTSIDE ORGANIZATIONS, THOSE ARE TYPICALLY PART OF A LARGER GRANT AGREEMENT THAT DICTATES THE TERM OF THE ARRANGEMENTS WITH THE APPROPRIATE TU EMPLOYEE MONITORING COMPLIANCE. THE TU WOMEN'S FLY FISHING/FILM GRANT SPECIFICALLY FUNDS WOMEN FILMMAKERS, HELPING THEM TO PRODUCE VIDEO PROJECTS ABOUT WOMEN TAKING PART IN THE SPORT OF FLY-FISHING FOR TROUT WOMEN ARE NOW AN UNDER-REPRESENTED DEMOGRAPHIC IN THE SPORT (THE MAJORITY OF TROUT ANGLERS, AND TU MEMBERS, ARE MALE), AND AS PART OF TU'S DIVERSITY INITIATIVE, WE ARE FOCUSED ON EXPANDING REACH TO THE FEMALE DEMOGRAPHIC, AND RECRUITING WOMEN MEMBERS WE MONITORED THE PRODUCTION, ASSISTED IN THE DISTRIBUTION, AND USE OUR MEDIA PROPERTIES AND CONTACTS TO LEVERAGE VIEWERSHIP OF THE FINISHED FILMS.
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2021
Additional Data


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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," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
TROUT UNLIMITED INC
 
Employer identification number
38-1612715
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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
noncash assistance		 (h) Purpose of grant
or assistance
(1) SONOMA RESOURCE CONSERVATION DISTRICT
1221 FARMERS LN SUITE F
SANTA ROSA,CA95405 		95-2863255 GOVERNMENT 308,338 0     CONSERVATION
(2) REGENTS UC SAN DIEGO
9500 GILMAN DRIVE 0954
LA JOLLA,CA920930009 		95-6006144 501(C)(3) 137,226 0     CONSERVATION
(3) NOAA FISHERIES SERVICE
2725 MONTLAKE BLVD EAST
SEATTLE,WA98112 		GOVERNMENT 100,000 0     CONSERVATION
(4) UTAH STATE UNIVERSITY
5200 OLD MAIN HILL
LOGAN,UT843225200 		07-2983455 501(C)(3) 99,502 0     CONSERVATION
(5) MIANUS 258
PO BOX 475
WILTON,CT06897 		51-0225098 501(C)(3) 97,531 0     DONATION
(6) REGENTS UC DAVIS
1 SHIELDS AVE
DAVIS,CA95616 		94-6036494 501(C)(3) 91,331 0     CONSERVATION
(7) OGDEN CITY CORPORATION
2549 WASHINGTON BLVD SUITE 240
OGDEN,UT84401 		87-6000257 GOVERNMENT 68,481 0     CONSERVATION
(8) GOLD RIDGE RESOURCE CONSERVATION DISTRICT
2776 SULLIVAN RD
SEBASTOPOL,CA95472 		94-2466509 GOVERNMENT 66,603 0     CONSERVATION
(9) CITY OF MISSOULA
1345 W BROADWAY
MISSOULA,MT59802 		GOVERNMENT 30,000 0     CONSERVATION
(10) CONFEDERATED TRIBES OF THE COLVILLE RESERVATION
21 COLEVILLE STREET
NESPELEM,WA99155 		83-3208022 GOVERNMENT 22,645 0     CONSERVATION
(11) DINSDALE WATER COMPANY INC
531 E 17TH STREET
OGDEN,UT84404 		30-1058833 501(C)(12) 22,000 0     CONSERVATION
(12) COLORADO DIV PARKS & WILDLIFE
6060 BROADWAY
DENVER,CO80216 		84-0644739 GOVERNMENT 20,000 0     CONSERVATION
(13) TANDEM STILLS MOTION INC
8584 FRANKLIN AVE
LOS ANGELES,CA90069 		45-2453829 N/A 20,000 0     COMMUNICATIONS
(14) TOWN OF FLORENCE
PO BOX 247
FLORENCE,WI54121 		39-6005891 GOVERNMENT 20,000 0     CONSERVATION
(15) GILA TROUT CHAPTER 530
805 N MATTERHORN ROAD
PAYSON,AZ85541 		90-0445253 501(C)(3) 12,265 0     DONATION
(16) SAGELAND COLLABORATIVE
824 S 400 W SUITE B119
SALT LAKE CITY,UT84101 		83-0468561 501(C)(3) 10,598 0     CONSERVATION
(17) OKLAHOMA 420
PO BOX 54108
TULSA,OK74155 		52-1315954 501(C)(3) 10,000 0     DONATION
(18) THREE RIVERS 109
PO BOX 2652
ISSAQUAH,WA98027 		74-2047393 501(C)(3) 9,900 0     EMBRACE-A-STREAM
(19) MASSANUTTEN 171
PO BOX 801
HARRISONBURG,VA22803 		51-0208681 501(C)(3) 9,125 0     EMBRACE-A-STREAM
(20) DEERFIELD RIVER WATERSHED 349
PO BOX 133
SHELBURNE FALLS,MA01370 		47-4191473 501(C)(3) 9,000 0     EMBRACE-A-STREAM
(21) VALLEY FORGE 349
1536 HORSESHOE TRAIL
CHESTER SPRINGS,PA19425 		23-2827918 501(C)(3) 8,800 0     EMBRACE-A-STREAM
(22) BRODHEADS 289
267 3RD STREET
POCONO PINES,PA18350 		23-2440446 501(C)(3) 8,575 0     EMBRACE-A-STREAM
(23) BIG BLACKFOOT 544
PO BOX 100
OVANDO,MT59854 		52-1765527 501(C)(3) 8,300 0     EMBRACE-A-STREAM
(24) JACKSON HOLE 051
PO BOX 4069
JACKSON,WY83001 		52-1491981 501(C)(3) 6,750 0     EMBRACE-A-STREAM
(25) BANDY BOAT
2718 RIVERVIEW DRIVE
RIVA,MD21140 		N/A 6,000 0     OTHER
(26) MOUNTAIN BRIDGE 046
113 OREGON STREET
GREENVILLE,SC29605 		52-1491937 501(C)(3) 6,000 0     EMBRACE-A-STREAM
(27) BASS LAKES AREA ENVIRONMENTAL PARTNERSHIP
6144 N ISLAND VIEW LANE
IRONS,MI49644 		85-3580964 501(C)(3) 6,000 0     DONATION
(28) AMMONOOSUC 554
PO BOX 745
LITTLETON,NH03561 		52-1765516 501(C)(3) 5,600 0     EMBRACE-A-STREAM
(29) WEST VIRGINIA COUNCIL
104 HILLCREST DRIVE
ELKVIEW,WV25071 		91-1928275 501(C)(3) 5,500 0     EMBRACE-A-STREAM
(30) DENVER TU CHAPTER 128
1526 WYNKOOP ST SUITE 320
DENVER,CO80202 		51-0225099 501(C)(3) 5,500 0     EMBRACE-A-STREAM
(31) MAINSPRING CONSERVATION TRUST INC
557 EAST MAIN STREET
FRANKLIN,NC28734 		56-2142199 501(C)(3) 5,499 0     CONSERVATION
(32) HOME WATERS 586
244 OLD ROAD
CROPSEYVILLE,NY12052 		52-1765991 501(C)(3) 5,450 0     EMBRACE-A-STREAM
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
33
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE MAJORITY OF THE GRANTS ARE GIVEN OUT TO TU CHAPTERS AND COUNCILS AND ARE MONITORED BY THE EMBRACE-A-STREAM COMMITTEE FOR COMPLIANCE WITH THEIR GRANT AGREEMENT. FOR THOSE GRANTS ISSUED TO OUTSIDE ORGANIZATIONS, THOSE ARE TYPICALLY PART OF A LARGER GRANT AGREEMENT THAT DICTATES THE TERM OF THE ARRANGEMENTS WITH THE APPROPRIATE TU EMPLOYEE MONITORING COMPLIANCE. THE TU WOMEN'S FLY FISHING/FILM GRANT SPECIFICALLY FUNDS WOMEN FILMMAKERS, HELPING THEM TO PRODUCE VIDEO PROJECTS ABOUT WOMEN TAKING PART IN THE SPORT OF FLY-FISHING FOR TROUT WOMEN ARE NOW AN UNDER-REPRESENTED DEMOGRAPHIC IN THE SPORT (THE MAJORITY OF TROUT ANGLERS, AND TU MEMBERS, ARE MALE), AND AS PART OF TU'S DIVERSITY INITIATIVE, WE ARE FOCUSED ON EXPANDING REACH TO THE FEMALE DEMOGRAPHIC, AND RECRUITING WOMEN MEMBERS WE MONITORED THE PRODUCTION, ASSISTED IN THE DISTRIBUTION, AND USE OUR MEDIA PROPERTIES AND CONTACTS TO LEVERAGE VIEWERSHIP OF THE FINISHED FILMS.
Schedule I (Form 990) 2021



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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" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
TROUT UNLIMITED INC
 
Employer identification number

38-1612715
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 on 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 on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on 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
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
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 on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1CHRISTOPHER WOOD
PRESIDENT AND CEO 		(i)

(ii)		 361,632
-------------
0 		25,000
-------------
0 		0
-------------
0 		27,455
-------------
0 		27,760
-------------
0 		441,847
-------------
0 		0
-------------
0
2JOANNE THEURICH
COO 		(i)

(ii)		 234,605
-------------
0 		0
-------------
0 		0
-------------
0 		15,885
-------------
0 		29,549
-------------
0 		280,039
-------------
0 		0
-------------
0
3MATTHEW RENAUD
CFO (UNTIL 12/3/2021) 		(i)

(ii)		 199,579
-------------
0 		0
-------------
0 		13,927
-------------
0 		15,514
-------------
0 		29,645
-------------
0 		258,665
-------------
0 		0
-------------
0
4STEVEN MOYER
VP GOVERNMENT AFFAIRS 		(i)

(ii)		 168,923
-------------
0 		0
-------------
0 		0
-------------
0 		12,105
-------------
0 		20,505
-------------
0 		201,533
-------------
0 		0
-------------
0
5JULISA EDWARDS
GENERAL COUNSEL 		(i)

(ii)		 182,360
-------------
0 		0
-------------
0 		0
-------------
0 		6,693
-------------
0 		367
-------------
0 		189,420
-------------
0 		0
-------------
0
6KEITH CURLEY
VP EASTERN CONSERVATION 		(i)

(ii)		 134,747
-------------
0 		0
-------------
0 		0
-------------
0 		9,576
-------------
0 		27,255
-------------
0 		171,578
-------------
0 		0
-------------
0
7ROBERT MASONIS
VP WESTERN CONSERVATION 		(i)

(ii)		 140,900
-------------
0 		0
-------------
0 		550
-------------
0 		9,828
-------------
0 		9,108
-------------
0 		160,386
-------------
0 		0
-------------
0
8ELIZABETH SNYDER
SR DIRECTOR, IT (UNTIL 9/24/2021) 		(i)

(ii)		 127,211
-------------
0 		0
-------------
0 		15,192
-------------
0 		8,700
-------------
0 		8,692
-------------
0 		159,795
-------------
0 		0
-------------
0
9ELIZABETH MACLIN
FORMER EXECUTIVE VP (END 1/4/2021) 		(i)

(ii)		 7,040
-------------
0 		0
-------------
0 		103,724
-------------
0 		2,092
-------------
0 		2,529
-------------
0 		115,385
-------------
0 		0
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 4A ELIZABETH MACLIN RECEIVED SEVERANCE OF $81,353.
PART I, LINE 7 CHRISTOPHER WOOD RECEIVED BONUS COMPENSATION OF $25,000.
Schedule J (Form 990) 2021

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SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
TROUT UNLIMITED INC
 
Employer identification number

38-1612715
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 36 1,066,463 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 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't 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 nonstandard 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 didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2021)
Schedule M (Form 990) (2021)
Page 2
Part IISupplemental Information. 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.
Return Reference Explanation
PART I, COLUMN (B): THIS COLUMN REPORTS THE NUMBER OF STOCK DONATIONS.
Schedule M (Form 990) (2021)

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SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
TROUT UNLIMITED INC
 
Employer identification number

38-1612715
Return Reference Explanation
FORM 990, PART III, LINE 4B IN THE GREAT LAKES BASIN OF NORTHEAST WISCONSIN, TU IS RECONNECTING HABITAT TO SUPPORT MIGRATORY BROOK TROUT IN THE PESHTIGO RIVER WATERSHED. WE HAVE NOW RECONNECTED MORE THAN 70 MILES OF HABITAT SO THAT FISH CAN MOVE BETWEEN THE MAINSTEM PESHTIGO AND ITS TRIBUTARIES.
FORM 990, PART VI, SECTION A, LINE 4 IN NOVEMBER 2021, THE ARTICLES OF INCORPORATION WERE UPDATED TO REFLECT A CHANGE IN THE ORGANIZATION'S NAME FROM "TROUT, UNLIMITED" TO "TROUT UNLIMITED, INC."
FORM 990, PART VI, SECTION A, LINE 6 TU HAS 8 CLASSES OF MEMBERSHIP: REGULAR, FAMILY, TEEN, YOUTH, LIFE, GIFT, GRIFFITH CIRCLE, AND BUSINESS. SOMEONE BECOMES A MEMBER OF TU BY PAYING AT LEAST THE REGULAR ANNUAL MEMBERSHIP PRICE, WHICH GIVES THEM ONE VOTE AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE OF THE BOARD PRESENTS THE SLATE OF BOARD MEMBERS AT THE ANNUAL MEETING OF TU FOR APPROVAL BY THE MEMBERSHIP. ANY MEMBER IN GOOD STANDING THAT IS PRESENT OR WHO HAS SUBMITTED A PROXY IN ADVANCE OF THE MEETING IS ALLOWED TO VOTE ON THE SLATE.
FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP ONLY APPROVES THE SLATE OF BOARD MEMBERS AND CHANGES TO THE BYLAWS AS PRESENTED AT THE ANNUAL MEETING.
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE CFO AND THE CONTROLLER. A COPY OF THE FORM 990 WAS MADE ELECTRONICALLY AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY AND A QUESTIONNAIRE CONCERNING BUSINESS RELATIONSHIPS IS SENT TO ALL BOARD MEMBERS EACH FISCAL YEAR. THE BOARD MEMBERS RETURN THE COMPLETED QUESTIONNAIRE TO THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES, WHO MONITORS COMPLIANCE WITH THE POLICY. EACH EMPLOYEE HAS A DUTY TO DISCLOSE TO THE CHIEF OPERATING OFFICER THE MATERIAL FACTS OF ANY PROPOSED TRANSACTION OF TU IN WHICH SUCH PERSON HAS ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. AN EMPLOYEE HAVING AN ACTUAL OR PROPOSED CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN THE DELIBERATIONS OR DECISION-MAKING PROCESS OF TU REGARDING THE MATTER UNDER CONSIDERATION. HOWEVER, HE OR SHE SHALL PROVIDE TU WITH ANY AND ALL RELEVANT INFORMATION REGARDING THE MATTER. THE CHIEF OPERATING OFFICER SHALL TAKE SUCH ADDITIONAL ACTION AS MAY BE REQUIRED TO ENSURE THAT THE CONFLICT OF INTEREST IS RESOLVED, AND SHALL MAINTAIN A RECORD OF THE EXISTENCE AND RESOLUTION OF THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15 THE CHAIRMAN OF THE BOARD APPOINTS A COMPENSATION COMMITTEE THAT CONSISTS OF NON-COMPENSATED BOARD MEMBERS, INCLUDING THE CHAIRMAN. THIS COMMITTEE MEETS AT LEAST ANNUALLY TO REVIEW THE COMPENSATION PACKAGES FOR THE CEO AND OTHER KEY EMPLOYEES, AND COMPARE THE PACKAGES TO THE GENERAL MARKET AND SIMILAR NON-PROFIT ORGANIZATIONS, ALONG WITH THE RESULTS OF AN INDEPENDENT SALARY SURVEY CONDUCTED BY AN EXTERNAL CONSULTANT. THEY ALSO REVIEW THE WORK PLANS AND ACCOMPLISHMENTS AND TAKE INTO CONSIDERATION THE EVALUATIONS OF KEY EMPLOYEES WHEN DETERMINING THE FINAL COMPENSATION. COMPENSATION REVIEWS FOR THE CEO AND OTHER KEY EMPLOYEES ARE DONE ON AN ANNUAL OR FISCAL YEAR BASIS, MOST RECENTLY IN SEPTEMBER 2021.
FORM 990, PART VI, SECTION C, LINE 19 TU POSTS ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, TAX RETURNS AND FINANCIAL STATEMENTS ON ITS WEBSITE AND WILL MAKE COPIES OF THE DOCUMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
FORM 990, PART VIII, LINE 1E: ON APRIL 21, 2020, TU RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $3,337,300 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. TU USED THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM. DURING THE YEAR ENDED MARCH 31, 2022 TU APPLIED FOR AND RECEIVED FORGIVENESS OF THE ENTIRE AMOUNT OF THE LOAN PAYABLE AND ACCORDINGLY, TU RECORDED REVENUE FROM DEBT EXTINGUISHMENT DURING THE YEAR ENDED MARCH 31, 2022.
FORM 990, PART IX, LINE 11G PROFESSIONAL CONSULTANTS: PROGRAM SERVICE EXPENSES 8,116,713. MANAGEMENT AND GENERAL EXPENSES 362,185. FUNDRAISING EXPENSES 19,365. TOTAL EXPENSES 8,498,263. CONSTRUCTION CONTRACTORS: PROGRAM SERVICE EXPENSES 14,733,551. MANAGEMENT AND GENERAL EXPENSES 81. FUNDRAISING EXPENSES 18. TOTAL EXPENSES 14,733,650.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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