RESOURCES LEGACY FUND FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- RESOURCES LEGACY FUND FOUNDATION (EIN 30-0043771)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-13
- IRS object ID
- 201512259349301481
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-13T10:30:10-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680037990 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GILBERT ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2880 GATEWAY OAKS DR STE 100 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95833 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300043771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESOURCES LEGACY FUND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RESO | BusinessNameControlTxt |
| Phone | 9164425057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CAPITOL MALL NO 1095 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A MANTELL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9164425057 | PhoneNum |
| Signature | 2015-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARLA A COLSON | PreparerPersonNm |
| PTIN | P00027123 | PTIN |
| Phone | 9166466464 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL A MANTELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CAPITOL MALL NO 1095 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,770,298 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.RESOURCESLEGACYFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT RESOURCES LEGACY FUND TO HELP DONORS ENGAGE IN STRATEGIC CONSERVATION ENDEAVORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,200,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,124 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,308 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,206,124 | PYTotalRevenueAmt |
| CY Total Revenue | $8,308 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,089,948 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,297,139 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $192,109 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $396,645 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,209,113 | PYOtherExpensesAmt |
| CY Other Expenses | $978,464 | CYOtherExpensesAmt |
| PY Total Expenses | $5,491,170 | PYTotalExpensesAmt |
| CY Total Expenses | $2,672,248 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$285,046 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,663,940 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,737,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,163,622 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,029,107 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,069,680 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,708,250 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,093,942 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | RLFF, AS A SUPPORTING ORGANIZATION OF RESOURCES LEGACY FUND (RLF), IS A SEPARATE 501(C)(3) NONPROFIT ORGANIZATION THAT SUPPORTS, PERFORMS ESSENTIAL SERVICES FOR, AND OPERATES FOR THE BENEFIT OF RLF. RLFF SUPPORTS RLF TO HELP DONORS ENGAGE IN CONSERVATION ENDEAVORS IN CALIFORNIA THAT HAVE LASTING VALUE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,505,812 | ExpenseAmt |
| Grant | $1,297,139 | GrantAmt |
| Desc | DURING THE LAST YEAR, RESOURCES LEGACY FUND FOUNDATION (RLFF) CARRIED OUT PROGRAMS AND AWARDED GRANTS TO SUPPORT ACTIVITIES THAT SOUGHT TO IMPROVE ENVIRONMENTAL SUSTAINABILITY IN CALIFORNIA, INCLUDING THE OCEAN OFF CALIFORNIA'S COAST. RLFF ACCOMPLISHMENTS DURING 2014 INCLUDE THE FOLLOWING: RLFF CONTINUED TO PROVIDE SUPPORT TO A BROAD RANGE OF ORGANIZATIONS TO ADVANCE EFFECTIVE IMPLEMENTATION OF CALIFORNIA'S MARINE PROTECTED AREA (MPA) NETWORK, IMPROVE OCEAN GOVERNANCE, AND SECURE PUBLIC FUNDING FOR OCEAN CONSERVATION. RLFF GRANTEES PERFORMED SCIENTIFIC AND HUMAN USE MONITORING OF CALIFORNIA'S NEWLY ESTABLISHED NETWORK OF MPAS. RLFF ALSO SUPPORTED DEVELOPMENT OF BASELINE AND ONGOING MPA MONITORING PLANS AS WELL AS COORDINATION BETWEEN STATE AGENCIES AND OTHERS TO ADVANCE EFFICIENT MONITORING PROGRAMS. RLFF GRANTEES ENGAGED IN A NUMBER OF MPA RELATED OUTREACH AND EDUCATION EFFORTS INCLUDING INITIATION OF LOCAL COALITIONS MADE UP OF COMMUNITY GROUPS, MUNICIPAL, COUNTY, AND STATE AGENCIES, FOCUSED ON EFFECTIVE MPA MANAGEMENT. | Desc |
| Total Program Service Expenses | $2,505,812 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAUNA MANNER CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9164225057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CAPITOL MALL SUITE 1095 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BARTON THOMPSON JR | ||||||||
| DIRECTOR; BOARD CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE SEDGWICK | ||||||||
| DIRECTOR; BOARD VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GORDON R SMITH | ||||||||
| DIRECTOR; CHAIR FINANCE COMMITTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NED BARNHOLT | ||||||||
| DIRECTOR; CHAIR AUDIT COMMITTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLENE KABCENELL | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CRAIG MCNAMARA | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHARINE L JACOBS | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK WAN | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE GAINES | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DON MCGRATH THROUGH 33115 | ||||||||
| DIRECTOR; BOARD VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SCHMIDT THROUGH 33114 | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY WILLIAMS THROUGH 33114 | ||||||||
| DIRECTOR, CHAIR, AUDIT COMMITTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MANTELL | ||||||||
| DIRECTOR, PRESIDENT | 3.00 | 40.00 | Yes (X) | $27,682 | $367,778 | $70,741 | Yes (X) | |
| MARY SCOONOVER | ||||||||
| SECRETARY, VICE PRESIDENT | 3.00 | 40.00 | $22,325 | $296,602 | $51,208 | Yes (X) | ||
| SHAUNA MANNER | ||||||||
| TREASURER, CHIEF FINANCIAL OFFICER | 3.00 | 40.00 | $12,281 | $163,163 | $49,522 | Yes (X) | ||
| MARK KLEINMAN | ||||||||
| COMMUNICATIONS AND PROGRAM OFFICER | 3.00 | 40.00 | $7,525 | $99,972 | $38,961 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $69,813 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $927,515 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $210,432 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RESOURCES LAW GROUP | |||||
| 555 CAPITOL MALL SUITE 1090 | SACRAMENTO | CA | 95814 | LEGAL/CONSULTING | $149,585 |
| CALLA ALLISON | |||||
| 28295 VIA RUEDA | SAN JUAN CAPISTRANO | CA | 92675 | CONSULTING | $142,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,308 | TotalRevenueColumnAmt |
| Exclusion | $8,308 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,761,990 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,761,990 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,308 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,291,339 | TotalAmt |
| Program Services | $1,291,339 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,800 | TotalAmt |
| Program Services | $5,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,292 | TotalAmt |
| Program Services | $52,691 | ProgramServicesAmt |
| Management And General | $21,601 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,806 | TotalAmt |
| Program Services | $176,034 | ProgramServicesAmt |
| Management And General | $77,772 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,042 | TotalAmt |
| Program Services | $13,335 | ProgramServicesAmt |
| Management And General | $4,707 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,378 | TotalAmt |
| Program Services | $19,860 | ProgramServicesAmt |
| Management And General | $8,518 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,127 | TotalAmt |
| Program Services | $15,473 | ProgramServicesAmt |
| Management And General | $6,654 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,568 | TotalAmt |
| Program Services | $112 | ProgramServicesAmt |
| Management And General | $8,456 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,120 | TotalAmt |
| Management And General | $3,120 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,726 | TotalAmt |
| Program Services | $863,726 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,654 | TotalAmt |
| Program Services | $4,456 | ProgramServicesAmt |
| Management And General | $3,198 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,853 | TotalAmt |
| Program Services | $12,812 | ProgramServicesAmt |
| Management And General | $9,041 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,094 | TotalAmt |
| Program Services | $37,206 | ProgramServicesAmt |
| Management And General | $13,888 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,298 | TotalAmt |
| Program Services | $6,298 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $965 | TotalAmt |
| Program Services | $775 | ProgramServicesAmt |
| Management And General | $190 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,027 | TotalAmt |
| Program Services | $4,120 | ProgramServicesAmt |
| Management And General | $907 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,483 | TotalAmt |
| Management And General | $7,483 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Total | $901 | TotalAmt |
| Management And General | $901 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,775 | TotalAmt |
| Program Services | $1,775 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,672,248 | TotalAmt |
| Program Services | $2,505,812 | ProgramServicesAmt |
| Management And General | $166,436 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,538 | BOYAmt |
| EOY | $36,081 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,137,233 | BOYAmt |
| EOY | $2,264,445 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,500,000 | BOYAmt |
| EOY | $1,500,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $985,016 | BOYAmt |
| EOY | $1,363,096 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,570 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,737,357 | BOYAmt |
| EOY | $5,163,622 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,864 | BOYAmt |
| EOY | $51,333 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,243 | BOYAmt |
| EOY | $826,701 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $191,646 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,029,107 | BOYAmt |
| EOY | $1,069,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,650 | BOYAmt |
| EOY | $1,011,696 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,715,600 | BOYAmt |
| EOY | $3,082,246 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,708,250 | BOYAmt |
| EOY | $4,093,942 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,737,357 | BOYAmt |
| EOY | $5,163,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,663,940 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$368 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $50,000 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 17 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeDesc | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| RESOURCES LEGACY FUND | ||||
| 954703838 | 7 | Yes (1) | $257,948 | $0 |
| CONSERVATION ORGS IN CA (SEE SCH I) | ||||
| 954703838 | VARIOUS | 0 | $1,291,339 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,549,287 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | Yes (1) | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A PART IV SECTION A LINE 1: | IN ADDITION TO THE RESOURCES LEGACY FUND ("RLF"), THE RESOURCES LEGACY FUND FOUNDATION (THE "FOUNDATION") ALSO SUPPORTS NON-DESIGNATED PUBLICLY SUPPORTED ORGANIZATIONS. THE FOUNDATION'S ARTICLES OF INCORPORATION, WHICH WERE SUBMITTED TO THE IRS AS PART OF RLFF'S EXEMPTION APPLICATION, PROPERLY SPECIFYING THE PUBLICLY SUPPORTED ORGANIZATION ON WHOSE BEHALF IT OPERATES. THE ARTICLES OF INCORPORATION PROVIDE THAT THE FOUNDATION IS FORMED "TO SUPPORT, PERFORM ESSENTIAL SERVICES FOR, AND AT ALL TIMES HEREAFTER TO OPERATE EXCLUSIVELY FOR THE BENEFIT OF RESOURCES LEGACY FUND AND OTHER ORGANIZATIONS DESCRIBED IN SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE THAT PROMOTE LAND CONSERVATION AND ENVIRONMENTAL PROTECTION IN CALIFORNIA," AMONG OTHER PURPOSES. SPECIFICATION BY CLASS, RATHER THAN BY NAME, IS APPROPRIATE BECAUSE THE FOUNDATION IS CONTROLLED BY RLF, A PUBLIC CHARITY. SEE TREAS. REG. SECTION 1.509(A)-4(D)(2). THE CLASS SPECIFIED CONTAINS ONLY ORGANIZATIONS WHOSE PURPOSES ARE SUBSUMED WITHIN RLF'S LAND CONSERVATION AND ENVIRONMENTAL PROTECTION PURPOSES AS SET FORTH IN THE ARTICLE II.B. OF RLF'S ARTICLES OF INCORPORATION. |
| SCHEDULE A PART IV SECTION A LINE 5A: | (I) SUPPORTED ORGANIZATIONS ADDED: NAME EIN CALIFORNIA MARINE SANCTUARY FOUNDATION 94-3225675 COUNTY OF SAN MATEO 94-9600532 EARTH ISLAND INSTITUTE 94-2889684 EARTH LAW CENTER 32-0258388 GRAY WHALES COUNT 33-1185653 MARINE APPLIED RESEARCH & EXPL 31-1821639 SANTA BARBARA MUSEUM NAT HIST 95-1643378 SUPPORTED ORGANIZATIONS REMOVED: NAME EIN AUDUBON CALIFORNIA 13-1624102 CRYSTAL COVE ALLIANCE 33-0878633 ENV. ACT. COM. OF WEST MARIN 23-7115368 ENVIRONMENT CALIFORNIA RESEARCH & POLICY CENTER 68-0531882 LOS ANGELES WATERKEEPER 95-4444787 MONTEREY BAY SANCTUARY FOUNDATION 94-3225675 NATIONAL MARINE SANCTUARY FOUNDATION 94-3370994 NATURAL RESOURCES DEFENSE COUNCIL 13-2654926 NEW VENTURE FUND 20-5806345 OCEAN CONSERVANCY 23-7245152 ORANGE COUNTY COASTKEEPER 33-0847892 SAN DIEGO COASTKEEPER 33-0647946 SAVE OUR SHORES 94-2745941 SMITH RIVER RANCHERIA 68-0087275 SURFRIDER FOUNDATION 95-3941826 THE NATURE CONSERVANCY, INC. 53-0242652 THE OCEAN FOUNDATION 71-0863908 THE OTTER PROJECT, INC. 77-0490102 THE TIDES CENTER 94-3213100 TRINIDAD RANCHERIA 94-2469967 TRUST CONSERVATION INNOVATION 91-2166435 WILLIAM C. VELASQUEZ INSTITUTE 74-2378901 YUROK TRIBE 68-0178020 (II) REASON FOR SUCH ACTIONS: RLFF EVALUATES AN ORGANIZATION ON A PROJECT BY PROJECT BASIS AND LOOKS AT EACH ORGANIZATION BEFORE PROVIDING A GRANT TO ENSURE THAT THE ORGANIZATION MEETS RLFF'S REQUIREMENTS. PROJECTS CHANGE EACH YEAR, RESULTING IN ADDITIONS AND DELETIONS. (III) AUTHORITY & (IV) HOW THE ACTION WAS ACCOMPLISHED: NO CHANGE TO THE GOVERNING DOCUMENTS WAS REQUIRED, AS THE ORGANIZATIONS THAT RECEIVED GRANTS ARE WITHIN THE CLASS OF ORGANIZATIONS AUTHORIZED TO RECEIVE SUPPORT FROM RLFF. |
| SCHEDULE A PART IV SECTION B LINE 2: | THE FOUNDATION IS AUTHORIZED IN ITS ARTICLES OF INCORPORATION TO PROVIDE SUPPORT TO A CLASS OF ORGANIZATIONS THAT CONSISTS OF OTHER ORGANIZATIONS DESCRIBED IN SECTION 509(A)(1) OR SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE THAT PROMOTE LAND CONSERVATION AND ENVIRONMENTAL PROTECTION IN CALIFORNIA. BY PROVIDING GRANTS TO THESE ORGANIZATIONS, RLFF IS FURTHERING THE SUPPORTED ORGANIZATION'S (RLF) PURPOSE, WHICH IS TO HELP DONORS ENSURE THE PROTECTION AND STEWARDSHIP OF RESILIENT AND VIBRANT NATURAL SYSTEMS THAT SUPPORT HEALTHY COMMUNITIES AND ECONOMIC VITALITY. |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $249,238 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $38,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $411,297 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $660,535 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,627,248 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $31,090,703 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,672,248 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $31,751,238 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $283,612 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $70,903 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $480,626 | CurrentYearMinus3Amt |
| Current Year Minus2 | $607,624 | CurrentYearMinus2Amt |
| Current Year Minus1 | $500,520 | CurrentYearMinus1Amt |
| Current Year | $660,535 | CurrentYearAmt |
| Total | $2,249,305 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $64,513 | CurrentYearMinus3Amt |
| Current Year Minus2 | $57,987 | CurrentYearMinus2Amt |
| Current Year Minus1 | $66,568 | CurrentYearMinus1Amt |
| Current Year | $249,238 | CurrentYearAmt |
| Total | $438,306 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RESOURCES LEGACY FUND | Desc |
| Amt | $191,646 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $191,646 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RLFF HAS APPLIED THE ACCOUNTING PRINCIPLES RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. WITH SOME EXCEPTIONS, RLFF IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2010. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BAY INSTITUTE OF SAN FRANCISCO | ||||||||
| 350 BAY STREET SUITE 100 | SAN FRANCISCO | CA | 94133 | 942717001 | 501(C)(3) | $25,000 | LAND/MARINE CONSERVATION | |
| CALIFORNIA MARINE SANCTUARY FOUNDATION | ||||||||
| 99 PACIFIC STREET SUITE 455 | MONTEREY | CA | 93940 | 943225675 | 501(C)(3) | $150,000 | LAND/MARINE CONSERVATION | |
| CALIFORNIA OCEAN SCIENCE TRUST | ||||||||
| 1330 BROADWAY SUITE 1135 | OAKLAND | CA | 94612 | 651261006 | 501(C)(3) | $358,114 | LAND/MARINE CONSERVATION | |
| COUNTY OF SAN MATEO | ||||||||
| 455 COUNTY CENTER PARKS DEPT 4TH | REDWOOD CITY | CA | 94062 | 949600532 | GOV'T AGENCY | $9,775 | LAND/MARINE CONSERVATION | FLOOR |
| EARTH ISLAND INSTITUTE | ||||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | 942889684 | 501(C)(3) | $10,000 | LAND/MARINE CONSERVATION | |
| EARTH LAW CENTER | ||||||||
| PO BOX 3283 | FREMONT | CA | 94539 | 320258388 | 501(C)(3) | $45,900 | LAND/MARINE CONSERVATION | |
| ENVIRONMENTAL DEFENSE CENTER | ||||||||
| 906 GARDEN STREET | SANTA BARBARA | CA | 93101 | 770061994 | 501(C)(3) | $30,000 | LAND/MARINE CONSERVATION | |
| FARALLONES MARINE SANCTUARY | ||||||||
| PO BOX 29386 PRESIDIO BUILDING 991 | SAN FRANCISCO | CA | 94129 | 943227237 | 501(C)(3) | $14,000 | LAND/MARINE CONSERVATION | |
| GRAY WHALES COUNT | ||||||||
| 1 FELLOWSHIP CIRCLE | SANTA BARBARA | CA | 93109 | 331185653 | 501(C)(3) | $15,000 | LAND/MARINE CONSERVATION | |
| HEAL THE BAY | ||||||||
| 1444 9TH STREET | SANTA MONICA | CA | 90401 | 954031055 | 501(C)(3) | $181,550 | LAND/MARINE CONSERVATION | |
| MARINE APPLIED RESEARCH & EXPL | ||||||||
| 1230 BRICKYARD COVE RD 101 | RICHMOND | CA | 94801 | 311821639 | 501(C)(3) | $60,000 | LAND/MARINE CONSERVATION | |
| REEF CHECK FOUNDATION | ||||||||
| 17575 PACIFIC OCEAN HIGHWAY PO BOX | PACIFIC PALISADES | CA | 90272 | 954858649 | 501(C)(3) | $115,000 | LAND/MARINE CONSERVATION | 1057 |
| SANTA BARBARA CHANNELKEEPER | ||||||||
| 714 BOND AVENUE | SANTA BARBARA | CA | 93103 | 912151460 | 501(C)(3) | $50,000 | LAND/MARINE CONSERVATION | |
| SANTA BARBARA MUSEUM NAT HIST | ||||||||
| 2559 PUESTA DEL SOL | SANTA BARBARA | CA | 93105 | 951643378 | 501(C)(3) | $12,000 | LAND/MARINE CONSERVATION | |
| THE SPORTFISHING CONSERVANCY | ||||||||
| 200 NIETO WAY SUITE 207 | LONG BEACH | CA | 90803 | 208948522 | 501(C)(3) | $40,000 | LAND/MARINE CONSERVATION | |
| WILDCOAST | ||||||||
| 925 SEACOAST DRIVE | IMPERIAL BEACH | CA | 91932 | 770536297 | 501(C)(3) | $175,000 | LAND/MARINE CONSERVATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TRAVEL GRANT | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $5,800 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL RLFF GRANTS INCLUDE REQUIREMENTS FOR PERIODIC REPORTS RECONCILING GRANT ACTIVITIES, PROGRESS, AND OUTCOMES WITH GRANT OBJECTIVES, AS WELL AS A RECONCILIATION OF GRANT EXPENDITURES WITH THE PROPOSAL BUDGET. IN ADDITION, STAFF MAINTAINS CONTACT WITH GRANTEES AND PERIODICALLY CONDUCTS FIELD VISITS FOR SIGNIFICANT PROJECTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL MANTELL | ||||||||||||||
| DIRECTOR, PRESIDENT | $27,682 | $367,778 | $0 | $0 | $0 | $0 | $2,415 | $32,085 | $2,537 | $33,704 | $32,634 | $433,567 | $0 | $0 |
| MARY SCOONOVER | ||||||||||||||
| SECRETARY, VICE PRESIDENT | $22,325 | $296,602 | $0 | $0 | $0 | $0 | $2,415 | $32,085 | $1,170 | $15,538 | $25,910 | $344,225 | $0 | $0 |
| SHAUNA MANNER | ||||||||||||||
| TREASURER, CHIEF FINANCIAL OFFICER | $12,281 | $163,163 | $0 | $0 | $0 | $0 | $2,415 | $32,085 | $1,052 | $13,970 | $15,748 | $209,218 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESOURCES LAW GROUP (RLG) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | RLG IS OWNED BY MICHAEL MANTELL (PRESIDENT) & MARY SCOONOVER (SECRETARY) | RelationshipDescriptionTxt |
| Transaction | $149,585 | TransactionAmt |
| Transaction | RLFF PAID RLG $149,585 AS AN INDEPENDENT CONTRACTOR FOR LEGAL AND CONSULTING SERVICES PERFORMED IN 2013. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL MANTELL, MARY SCOONOVER, AND SHAUNA MANNER ARE OFFICERS OF RLF AND HAVE A BUSINESS RELATIONSHIP - MICHAEL AND MARY ARE OWNERS OF RESOURCES LAW GROUP (RLG) AND SHAUNA IS EMPLOYED BY RLG. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE RLFF BOARD APPROVED REVISED BYLAWS ON FEBRUARY 21 AND JUNE 18, 2014. RLFF'S BYLAWS WERE REVIEWED BY AN ATTORNEY TAKING INTO ACCOUNT DELAWARE'S CODE AS WELL AS IRS REGULATIONS FOR SUPPORTING ORGANIZATIONS. THE RLFF BYLAWS NOW REFER TO THE POSITION OF PRESIDENT RATHER THAN EXECUTIVE DIRECTOR; CLARIFY THAT DIRECTORS ARE NOT OFFICERS; INDICATE THAT THE TREASURER IS NO LONGER CHAIR OF THE FINANCE COMMITTEE; REMOVE REFERENCES TO CLASSES OF DIRECTORS; CLARIFY TERM LIMITS; ADD DESCRIPTION OF STANDARD OF CARE; ADD METHODS FOR NOTICE OF MEETINGS; EXCLUDE ACTION WITHOUT MEETING BY A DIRECTOR WITH INTEREST IN THE MATTER; REQUIRE COMPLIANCE WITH CONFLICT OF INTEREST POLICY; ADD DIRECTORS TO LIST OF THOSE ABLE TO SIGN INSTRUMENTS IN WRITING; AND ADD THAT THE CHAIR, VICE CHAIR, OR TREASURER MAY EXERCISE SHARES IN OTHER CORPORATIONS IN THE NAME OF RLFF, IN THE ABSENCE OF BOARD RESOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY OUTSIDE TAX ACCOUNTANTS, REVIEWED BY THE CONTROLLER, CHIEF FINANCIAL OFFICER, THE PRESIDENT OF RESOURCES LEGACY FUND FOUNDATION, AND THE AUDIT COMMITTEE. IT IS THEN SENT TO ALL VOTING MEMBERS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST POLICY COVERS OFFICERS AND DIRECTORS, WHO ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY IN WRITING. THE BOARD OF DIRECTORS DETERMINES IF AN ACTUAL CONFLICT EXISTS AND IS RESPONSIBLE FOR ANY REQUIRED REVIEW. ADDITIONALLY, A CONFLICT OF INTEREST POLICY IS INCLUDED IN THE EMPLOYEE POLICY MANUAL. UPON HIRE, EMPLOYEES ARE REQUIRED TO READ IT AND ACKNOWLEDGE THAT THEY ARE FAMILIAR WITH AND WILL OBSERVE THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | ON A BI-ANNUAL BASIS, THE BOARD REVIEWS COMPENSATION SURVEY DATA AND COMPENSATION DATA FROM SEVERAL SIMILAR ORGANIZATIONS, COMBINES IT WITH THEIR AWARENESS OF COMPENSATION PRACTICES GAINED THROUGH THEIR PROFESSIONAL AND VOLUNTEER AFFILIATIONS, AND ESTABLISHES A REASONABLE COMPENSATION LEVEL FOR THE PRESIDENT, EXECUTIVE VICE PRESIDENT AND THE CHIEF FINANCIAL OFFICER. THE PRESIDENT UNDERTAKES THE SAME REVIEW TO ESTABLISH REASONABLE COMPENSATION OF KEY EMPLOYEES. THIS PROCESS WAS LAST UNDERTAKEN IN 2013. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED STATEMENTS AND 990 TAX RETURNS ARE AVAILABLE AND DOWNLOADABLE FROM WWW.RESOURCESLEGACYFUND.ORG. ORGANIZATIONAL BY-LAWS AND IRS LETTER OF DETERMINATION OF TAX EXEMPTION ARE PROVIDED AT REQUEST TO ALL DONORS. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 863,726. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 863,726. |
| FORM 990 PART IX, LINE 11G | FEES INCLUDE PAYMENTS TO OVER 15 VENDORS FOR SCIENTIFIC STUDIES, STRATEGIC COMMUNICATIONS, MAPPING, CONSERVATION EXPERTISE, PROGRAM DESIGN, MANAGEMENT AND EVALUATION, PREPARATION OF ENVIRONMENTAL DOCUMENTS REQUIRED FOR PROJECTS BY GOVERNMENTAL AGENCIES, AND POLICY RESEARCH AND ANALYSIS. |
| FORM 990, PART XI, LINE 9: | REVERSAL OF GRANT EXPENSES 50,000. |
| FORM 990, PART XII, LINE 2C | NEITHER PROCESS HAS CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESOURCES LEGACY FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CAPITOL MALL 1095 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954703838 | EIN |
| Primary Activities | CONSERVATION PHILANTHROPY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESOURCES LEGACY FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CAPITOL MALL 1095 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954703838 | EIN |
| Electing Organization | Yes (X) | ElectingOrganizationInd |
| Total Grassroots Lobby | $242,238 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $373,297 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $615,535 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $28,370,513 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $28,986,048 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $1,000,000 | LobbyNontxAmt |
| Grassroots Nontx | $250,000 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $0 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $0 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |