Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (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 | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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 | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 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.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 102,548 | 71,500 | 158,315 | 152,795 | 198,498 | 683,656 |
| 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 | 230,135 | 230,135 | ||||
| 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 | 102,548 | 71,500 | 158,315 | 152,795 | 428,633 | 913,791 |
| 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.) | 913,791 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 102,548 | 71,500 | 158,315 | 152,795 | 428,633 | 913,791 |
| 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.).. | 102,548 | 71,500 | 158,315 | 152,795 | 428,633 | 913,791 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 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) |
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| 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): |
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| 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 | ||||
| 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 2022 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-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | MISSION IS TO SEEK PROTECTION OF LAND AND WATER RESOURCES THROUGH RESTORATION AND CONSERVATION; AND CONDUCTING EDUCATION AND OUTREACH ON THE ECOLOGICAL AND ECONOMIC IMPORTANCE OF NATURAL LANDS. WE PROTECT LAND FROM DEVELOPMENT AND PROTECT AND RESTORE WATER RESOURCES. |
| FORM 990, PAGE 2, PART III, LINE 4A | LAND PROTECTION WE WORK TO PROTECT THE MOST IMPORTANT AREAS FOR OUR WATER AND WILDLIFE IN SOUTHWEST AND SOUTHCENTRAL SOUTHWEST FLORIDA. OVER THE PAST YEAR WE SUBMITTED APPLICATIONS REPRESENTING OVER 25,000 ACRES OF LAND WITH THE STATE'S FLORIDA FOREVER PROGRAM (FF) AND PLACED AN ADDITIONAL NINE PROPERTIES INTO THE PROGRAM. THIS ENTAILED: SUBMITTING DETAILED APPLICATIONS, CONDUCTING ECOLOGICAL EVALUATIONS AND ADVOCATING FOR THE PROPERTIES IN FRONT OF DECISION-MAKING BODIES. FLORIDA FOREVER IS OUR PREMIER STATE LAND ACQUISITION PROGRAM, AND IT IS A NATIONAL MODEL FOR SCIENCE-BASED LAND CONSERVATION AND EXTREMELY COMPETITIVE, WITH MILLIONS OF ACRES OF PROPOSED CONSERVATION LANDS ALREADY WITHIN THE FF PROGRAM. THE PROPERTIES WE SUBMITTED ARE NOW ELIGIBLE FOR STATE FUNDING TO ENSURE THEIR PERMANENT PROTECTION AND WE WILL CONTINUE TO ADVOCATE FOR THEIR PROTECTION BY ACQUIRING FF AND OTHER FEDERAL AND STATE PARTNER PROGRAM FUNDS AS NEEDED. THIS REQUIRES WORKING WITH MANY STATE, FEDERAL, AND REGIONAL AGENCIES AS WELL AS LANDOWNERS TO PROTECT THESE LANDS. |
| FORM 990, PAGE 2, PART III, LINE 4B | ADVOCACY AND OUTREACH WE CONTINUED WORKING WITH LANDOWNERS TO DEVELOP AND IMPLEMENT CONSERVATION PLANS FOR THEIR PROPERTIES. WE ARE ACTIVE THROUGHOUT SOUTHWEST AND SOUTHCENTRAL FLORIDA. THERE ARE A MYRIAD OF DIFFERENT STATE AND FEDERAL CONSERVATION PROGRAMS AVAILABLE; THE CHALLENGE IS TO BRING TOGETHER THE BEST FIT FOR EACH LANDOWNER AND PROPERTY, AS WELL AS TO SECURE THE APPROPRIATE FUNDING FOR EACH PROPERTY. OVER THE PAST YEAR, WE MET WITH 37 DIFFERENT LANDOWNERS, TO PROVIDE OUTREACH ON THE VARIOUS CONSERVATION PROGRAMS THAT ARE AVAILABLE TO PROTECT AND MANAGE PRIVATE LAND FOR CONSERVATION. WE CONDUCTED ONE-ON-ONE OUTREACH WITH LANDOWNERS TO PROVIDE INFORMATION ON CONSERVATION PROGRAMS. WE ARE CURRENTLY WORKING WITH VARIOUS LANDOWNERS TO APPLY FOR FUNDING AND ADVOCATE FOR THEIR PROTECTION. WITH ASSISTANCE FROM DEFENDERS OF WILDLIFE, WE CONDUCTED OUTREACH AND EDUCATION ON THE GROUND ON A FUTURE FEDERAL CONSERVATION AREA IN SWFL. WE MET WITH KEY LANDOWNERS, AGENCY AND LOCAL GOVERNMENT OFFICIALS AND THE CONSERVATION AND AGRICULTURAL COMMUNITY TO PROVIDE THEM INFORMATION AND LISTEN TO THEIR CONCERNS. WE ALSO HELD 3 MEETINGS WITH STAKEHOLDER GROUPS OVER THE COURSE OF 2022. THIS WORK WAS PERFORMED WITH THE GOAL OF LAYING THE GROUNDWORK FOR THE ESTABLISHMENT OF A U.S. FISH AND WILDLIFE SERVICE CONSERVATION AREA. WE ASSISTED SARASOTA COUNTY AND THEIR PRIMARY CONTRACTOR- NORTHSTAR- WITH SARASOTA COUNTY ENVIRONMENTALLY SENSITIVE LANDS PROTECTION PROGRAM. THIS INCLUDED LANDOWNER OUTREACH AND ASSISTING WITH CONSERVATION EASEMENT DEVELOPMENT. |
| FORM 990, PAGE 2, PART III, LINE 4C | SCIENCE WITH FUNDING FROM THE U.S. FISH AND WILDLIFE SERVICE WE WORKED WITH OUR PARTNERS AT UNIVERSITY OF FLORIDA CENTER FOR LANDSCAPE CONSERVATION PLANNING TO DEVELOP AND COMPLETE A SOUTHWEST FLORIDA LANDSCAPE CONSERVATION DESIGN (LCD). AN LCD IS THE SCIENTIFIC FRAMEWORK NEEDED TO JUSTIFY A FUTURE REFUGE AND CONSERVATION AREA. USFWS LEADERSHIP APPROVED THE LCD IN THE SPRING OF 2022 AND AUTHORIZED THE DEVELOPMENT OF A LAND PROTECTION STRATEGY (LPS). TOGETHER WITH OUR PARTNERS, WE COMPLETED AN LPS FOR SOUTHWEST FLORIDA; IT WAS APPROVED BY USFWS LEADERSHIP IN JUNE 2022. FROM JUNE THROUGH DECEMBER 2022, WE WORKED WITH USFWS ON FURTHERING PLANNING EFFORTS TO EXPLORE THE ESTABLISHMENT OF A NEW REFUGE AND CONSERVATION AREA IN THE REGION. THE POTENTIAL NEW CONSERVATION AREA WILL SIGNIFICANTLY INCREASE AVAILABLE FUNDS TO PROTECT THE MOST IMPORTANT LANDS FOR CONSERVING BIODIVERSITY, PROTECTING AND RESTORING WATER RESOURCES, AND PROTECTING WILDLIFE CORRIDORS AND OTHER LANDSCAPE FEATURES TO FACILITATE CLIMATE RESILIENCY IN THE PEACE RIVER AND MYAKKA RIVER WATERSHEDS, THE HEADWATERS TO CHARLOTTE HARBOR. |
| FORM 990, PAGE 2, PART III, LINE 4D | LANDOWNER ASSISTANCE FLORIDA CONSERVATION GROUP (FCG) BEGAN THE NFWF CONSERVATION PARTNERS PROGRAM GRANT TO IMPLEMENT GOPHER TORTOISE HABITAT MANAGEMENT ON PRIVATE RANCHLANDS UPON RECEIVING THE FULLY EXECUTED AWARD AGREEMENT ON 01/17/2022. IN 2022, FCG TEAMED WITH COMMON GROUND ECOLOGY (CGE) TO IMPLEMENT THE FIRST ACTIVITIES REQUIRED TO MEET THE OVERRIDING PROJECT GOAL OF ACCELERATING THE IMPLEMENTATION OF PRESCRIBED FIRE AND OTHER PRACTICES THAT BENEFIT UPLAND HABITATS THAT ARE VITAL FOR SUPPORTING GOPHER TORTOISE POPULATIONS IN SOUTHCENTRAL AND SOUTHWEST FLORIDA. TO THIS END, THE TEAM MET AND CONTINUED TO HAVE STRATEGIC DISCUSSIONS WITH STATE AND DISTRICT LEVEL NRCS STAFF TO IDENTIFY THOSE LANDS AND LANDOWNERS WHO NEED ASSISTANCE TO IMPLEMENT PRESCRIBED FIRE AS OUTLINED IN THEIR COST-SHARE AGREEMENTS. AS WE WORK WITH NRCS TO IDENTIFY LANDOWNERS, WE HAVE BEEN INVESTIGATING OBSTACLES THAT PREVENT PRESCRIBED BURNING, STARTING WITH LEGAL, EQUIPMENT, LOGISTICAL, AND QUALIFICATIONS CHALLENGES; WE CONTINUE TO TRAIN AND UPDATE PRESCRIBED FIRE CERTIFICATIONS FOR CGE'S TWO CERTIFIED BURN MANAGERS AND IDENTIFY PRACTICAL APPROACHES TO ASSEMBLING AN AS-NEEDED BURN TEAM FOR THIS PROJECT. THE SE AQUATICS GRANT FOR MANAGING RANCHLANDS TO IMPROVE WATER QUALITY (GRAZING PLANNING) AGREEMENT WAS FULLY EXECUTED ON AUGUST 7TH, 2022. IN THE FIVE MONTHS AFTER, FLORIDA CONSERVATION GROUP ACCOMPLISHED SEVERAL KEY STEPS TOWARD PRODUCING THE DESIRED OUTCOME METRICS ON IMPROVING WATER QUALITY ON RANCHLANDS THROUGH GRAZING PLANNING. FCG WORKED WITH COMMON GROUND ECOLOGY TO: 1) COORDINATE WITH STATE NRCS STAFF TO UNDERSTAND THEIR NEEDS; 2) ADVERTISE, RECRUIT, AND HIRE A GRAZING SPECIALIST; 3) INTEGRATE THE NEW HIRE INTO FCGS'S EXISTING NETWORK BY INTRODUCTIONS TO KEY AGRICULTURAL LEADERS AND LANDOWNERS; AND 4) TRAIN THE NEW HIRE ON BIOTA AND THE NEEDS OF CATTLE OPERATIONS IN SOUTH FLORIDA. THESE ACCOMPLISHMENTS GOT THE PROJECT OFF TO A GREAT START, AS EVIDENCED BY OUR PREPARATION FOR AN INTEGRAL MEETING WITH NRCS STAFF EARLY THE FOLLOWING JANUARY. THIS MEETING FORMULATED THE DETAILED FRAMEWORK FOR EXACTLY WHICH DATA THE PROJECT TEAM WOULD PROVIDE NRCS TO MAXIMIZE THEIR EFFICIENCY TO CREATE GRAZING PLANS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF 990 IS MAILED TO EACH BOARD MEMBER. EACH MEMBER REVIEWS THE TAX RETURN FOR ACCUARCY, WITH NOTIFICATION BACK TO THE CHAIRMAN FOR EXECUTION AND PROCESSING WITH THE IRS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ANNUALY THE BOARD REVIEWS ANY CONFLICTS OF INTEREST OF ANY BOARD MEMBER AND ANY RELATED FINANCIAL DEALINGS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ANY WRITTEN REQUEST WILL BE COMPLIED WITH WITHIN 10 BUSINESS DAYS AT NO CHARGE FOR COPYING, PROCESSING OR MAILING RESPONSE. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES-ADVOCACY 1,600 0 0 PROFESSIONAL FEES-OUTREACH 11,914 0 0 PROFESSIONAL -ECOLOGICAL EVAL 217,975 0 0 PROFESSIONAL-WATERSHED EVAL 5,000 0 0 ADMINISTATIVE ASSISTANCE 0 17,119 0 AJM CONSERVATION & CATTLE LLC 159,000 0 0 TOTAL 395,489 17,119 0 |
| Software ID: | |
| Software Version: |