2024-11-06T15:31:28-06:00 2023-12-31 135565207 KPMG LLP 345 PARK AVENUE NEW YORK NY 101540102 990 2023-01-01 871701363 HENRY L HEYMANN WILDLIFE PRESERVATION FOUNDATION HENR 2026625493 2300 SOUTHERN BOULEVARD BRONX NY 10640 LAURA STOLZENTHALER TREASURER 2026625493 2024-11-06 1 0 DEVIN L DUNCAN P01249521 2127589700 2024-11-06 2023 2024-10-15 13:58:12Z LAURA STOLZENTHALER 2300 SOUTHERN BOULEVARD BRONX NY 10460 9681224 0 X N/A X 2021 DE SUPPORT WILDLIFE CONSERVATION SOCIETY AND THE INTERNATIONAL PRIMATE PROTECTION LEAGUE 5 2 0 3 -13059 0 6846 1500000 0 0 923595 1493617 0 0 930441 2993617 0 50000 0 0 0 0 0 0 0 357614 263783 357614 313783 572827 2679834 46648893 48130685 0 0 46648893 48130685 OPERATE EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF, THE WILDLIFE CONSERVATION SOCIETY AND THE INTERNATIONAL PRIMATE PROTECTION LEAGUE. 0 0 50000 50000 SUPPORT WILDLIFE CONSERVATION SOCIETY (WCS) AND THE INTERNATIONAL PRIMATE PROTECTION LEAGUE (IPPL). 50000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 1 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 X CHRISTOPHER MCKENZIE 7182206850 2300 SOUTHERN BOULEVARD BRONX NY 10460 DR CRISTIAN SAMPER PRESIDENT & DIRECTOR (END 11/1) 1.00 0.00 X X 0 0 0 FRANCES SPIVY-WEBER TREASURER (END 10/31) & DIRECTOR 1.00 0.00 X X 0 0 0 CHRISTOPHER J MCKENZIE SECRETARY & DIRECTOR 1.00 40.00 X X 0 417897 127440 RUTH NORRIS DIRECTOR 1.00 0.00 X 0 0 0 ROBERT MENZI TREASURER (BEG. 10/13) & DIRECTOR 1.00 40.00 X X 0 701351 204398 LAURA STOLZENTHALER DIRECTOR (BEG. 11/1) 1.00 40.00 X 0 384723 77516 0 1503971 409354 0 0 1 0 MORGAN STANLEY 1775 I STREET NW SUITE 200 WASHINGTON DC 20006 INVESTMENT MANAGEMENT 203833 1 1500000 1500000 1484940 -13059 1497999 6696284 6687607 8677 8677 8677 2993617 0 -13059 1506676 50000 50000 37909 37909 21500 21500 203833 203833 541 541 313783 50000 263783 0 1433624 1707891 45215269 46422794 46648893 48130685 0 0 X 0 0 0 0 46648893 48130685 46648893 48130685 46648893 48130685 2679834 -1198042 0 X 0 1 X 1 0 X X X 2 WILDLIFE CONSERVATION SOCIETY 131740011 7 1 0 0 INTERNATIONAL PRIMATE PROTECTION LEAGUE 510194013 10 1 50000 0 2 50000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 SECTION B, LINE 2: THE ORGANIZATION SUPPORTS WCS AND IPPL, AND WCS IS THE CONTROLLING SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46648893 1500000 295575 313783 48130685 45899257 6846 1100404 357614 46648893 0 46785133 -620418 265458 45899257 1.00000 0 0 0 X PART V, LINE 4: USE OF ENDOWMENT FUNDS THE ORGANIZATION INTENDS TO USE FUNDS TO SUPPORT WCS AND IPPL. PART X, LINE 2: UNCERTAIN TAX POSITIONS THE FOUNDATION RECOGNIZES THE BENEFIT OF TAX POSITIONS WHEN IT IS MORE-LIKELY THAN-NOT THAT THE POSITION WILL BE SUSTAINABLE BASED ON THE MERITS OF THE POSITION. THERE ARE CERTAIN TRANSACTIONS WHICH COULD BE DEEMED UNRELATED BUSINESS INCOME AND WOULD RESULT IN A TAX LIABILITY. MANAGEMENT REVIEWS TRANSACTIONS TO ESTIMATE THE POTENTIAL TAX LIABILITIES USING A THRESHOLD OF MORE-LIKELY THAN-NOT OF BEING SUSTAINED. IT IS MANAGEMENT'S ESTIMATION THAT THERE ARE NO MATERIAL TAX LIABILITIES THAT NEED TO BE RECORDED. 0 INTERNATIONAL PRIMATE PROTECTION LEAGUE PO BOX 766 SUMMERVILLE SC 29484 510194013 501(C)(3) 50000 0 FMV N/A GENERAL OPERATING 1 0 X 1 1 0 1 0 0 0 0 0 1 0 ROBERT MENZI TREASURER (BEG. 10/13) & DIRECTOR 0 475922 0 150000 0 75429 0 164054 0 40344 0 905749 0 0 CHRISTOPHER J MCKENZIE SECRETARY & DIRECTOR 0 415575 0 0 0 2322 0 96666 0 30774 0 545337 0 0 LAURA STOLZENTHALER DIRECTOR (BEG. 11/1) 0 350665 0 0 0 34058 0 75165 0 2351 0 462239 0 31736 PART I, LINE 1A HOUSING ALLOWANCE FOUNDATION OFFICER AND DIRECTOR ROBERT MENZI RECEIVES A TAXABLE HOUSING ALLOWANCE WHICH IS INCLUDED IN OTHER REPORTABLE COMPENSATION IN PART II, COLUMN (B)(III). PART I, LINE 4B SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN FOUNDATION DIRECTORS ROBERT MENZI, CHRISTOPHER J. MCKENZIE AND LAURA STOLZENTHALER WERE EMPLOYEED BY WCS, A RELATED ORGANIZATION, IN 2023. WCS HAS ESTABLISHED SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS TO PROVIDE RETIREMENT BENEFITS TO EXECUTIVES WHICH WOULD OTHERWISE BE LOST DUE TO STATUTORY LIMITATIONS AND FOR THE PURPOSE OF RETAINING TALENT. FOR RETENTION PURPOSES, THESE PLANS ARE PAYABLE ON VARIOUS PRE-DETERMINED VESTING DATES SET FOR EACH PARTICIPANT. PAYMENT IS SUBJECT TO THE ACHIEVEMENT OF CERTAIN SERVICE REQUIREMENTS PROVIDED THAT THE INDIVIDUAL IS EMPLOYED BY WCS THROUGH THE VESTING DATE OR IN CERTAIN OTHER LIMITED CIRCUMSTANCES. ANY PAYMENTS FOR COMPENSATION UNDER MULTI-YEAR SUPPLEMENTAL NON-QUALIFIED COMPENSATION PLANS WHICH VESTED ARE REPORTED IN COLUMN B(III). THESE PAYMENTS WERE REPORTED AS TAXABLE INCOME ON THE EMPLOYEE'S W-2 FOR 2023. FOR LAURA STOLZENTHALER, THE PAYMENT WAS $31,736 OF WHICH $31,736 WAS REPORTED IN PRIOR YEARS. FURTHER, THE ESTIMATED ACCRUALS NOT YET VESTED ARE A COMPONENT OF DEFERRED COMPENSATION REPORTED IN COLUMN C. FOR ROBERT MENZI, THE 2023 DEFERRED AMOUNT WAS $94,096. THE DEFERRED AMOUNT FOR CHRISTOPHER J. MCKENZIE WAS $33,488. THE DEFERRED AMOUNT FOR LAURA STOLZENTHALER WAS $18,023. COLUMN C ALSO INCLUDES THE ESTIMATED PRESENT VALUE OF ACCRUED QUALIFIED PENSION BENEFIT EARNED IN CALENDAR YEAR 2023 FOR EACH INDIVIDUAL. PART I, LINE 7 SCHEDULE J, PART I, LINE 7 NON-FIXED PAYMENT ROBERT MENZI RECEIVED NON-FIXED PAYMENTS IN 2023. THESE WERE ONE-TIME DISCRETIONARY BONUSES IN RECOGNITION OF EXTRAORDINARY ACCOMPLISHMENTS DURING THE PRIOR YEAR. THE PAYMENTS WERE REPORTED AS TAXABLE INCOME ON THE EMPLOYEE'S 2023 W-2. SCHEDULE J, PART II ROBERT MENZI, FOUNDATION OFFICER & DIRECTOR; CHRISTOPHER J. MCKENZIE, FOUNDATION OFFICER & DIRECTOR; AND LAURA STOLZENTHALER, FOUNDATION DIRECTOR, WERE EMPLOYED BY WCS, A RELATED ORGANIZATION, IN 2023. WCS HAS COMPENSATION SETTING POLICIES AND PROCEDURES IN PLACE FOR EACH INDIVIDUAL WHICH MEET THE REBUTTABLE PRESUMPTION OF REASONABLENESS. FORM 990, PART VI, SECTION A, LINE 4 SIGNIFICANT CHANGE TO GOVERNING DOCUMENTS ON APRIL 8, 2024, THE BOARD APPROVED AN INVESTMENT POLICY. ON APRIL 8, 2024, THE BOARD APPROVED CHANGES TO THE ORGANIZATION'S GRANT DISTRIBUTION POLICY. AMENDED AND RESTATED BYLAWS ADDRESSING THOSE CHANGES WERE ADOPTED ON OCTOBER 28, 2024. FORM 990, PART VI, SECTION A, LINE 6 ORGANIZATION MEMBERS PER THE ORGANIZATION'S BYLAWS, THE CORPORATION SHALL HAVE ONE CLASS OF VOTING MEMBERS (THE "MEMBERS") WITHIN THE MEANING OF THE GENERAL CORPORATION LAW, AND THE INITIAL MEMBER SHALL BE WCS. FORM 990, PART VI, SECTION A, LINE 7A ORGANIZATION MEMBER POWERS PER THE ORGANIZATION'S BYLAWS, WCS HAS THE POWER TO FILL BOARD VACANCIES. WCS ALSO HAS THE POWER TO REMOVE A MAJORITY OF DIRECTORS AT ANY TIME, WITH OR WITHOUT CAUSE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW THE FORM 990 IS PREPARED BY EXTERNAL TAX ADVISORS. PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE OFFICERS AND DIRECTORS OF THE HENRY L HEYMANN WILDLIFE PRESERVATION FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS ROBERT MENZI, FOUNDATION OFFICER & DIRECTOR; CHRISTOPHER J. MCKENZIE, FOUNDATION OFFICER & DIRECTOR; AND LAURA STOLZENTHALER, FOUNDATION DIRECTOR, WERE EMPLOYED BY WCS, A RELATED ORGANIZATION, IN 2023. WCS HAS COMPENSATION SETTING POLICIES AND PROCEDURES IN PLACE FOR EACH INDIVIDUAL WHICH MEET THE REBUTTABLE PRESUMPTION OF REASONABLENESS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE THE FORM 990 IS MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BOULEVARD BRONX NY 10460 131740011 WILDLIFE CONSERVATION NY 501(C)(3) LINE 7 N/A 0 INTERNATIONAL PRIMATE PROTECTION LEAGUE PO BOX 766 SUMMERVILLE SC 29484 510194013 WILDLIFE CONSERVATION SC 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INTERNATIONAL PRIMATE PROTECTION LEAGUE B 50000 FMV