The Jane Goodall Institute - 2012 Form 990

Page 1

Form

990

Department of the Treasury Internal Revenue Service

** PUBLIC DISCLOSURE COPY **

X

Address change Name change Initial return Terminated Amended return Application pending

Doing Business As Number and street (or P.O. box if mail is not delivered to street address)

Activities & Governance Revenue Expenses Net Assets or Fund Balances

94-2474731 Room/suite E Telephone number

1595 SPRING HILL ROAD

550

City, town, or post office, state, and ZIP code

22182

F Name and address of principal officer:MARY

SAME AS C ABOVE 501(c) ( I Tax-exempt status: X 501(c)(3) J Website: | WWW.JANEGOODALL.ORG Trust K Form of organization: X Corporation Part I Summary 1

D Employer identification number

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

VIENNA, VA

Open to Public Inspection

and ending

C Name of organization

Check if applicable:

2012

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) | The organization may have to use a copy of this return to satisfy state reporting requirements.

A For the 2012 calendar year, or tax year beginning B

OMB No. 1545-0047

Return of Organization Exempt From Income Tax

703-682-9220 15,079,698.

G H(a) Is this a group return for affiliates? H(b) Are all affiliates included? Gross receipts $

HUMPHREY

) § (insert no.) Association

4947(a)(1) or Other |

Briefly describe the organization's mission or most significant activities:

Yes X No Yes No 527 If "No," attach a list. (see instructions) H(c) Group exemption number | L Year of formation: 1977 M State of legal domicile: CA

SEE PART III, LINE 1.

Check this box | if the organization discontinued its operations or disposed of more than 25% of its net assets. 20 Number of voting members of the governing body (Part VI, line 1a) ~~~~~~~~~~~~~~~~~~~~ 3 19 Number of independent voting members of the governing body (Part VI, line 1b) ~~~~~~~~~~~~~~ 4 47 Total number of individuals employed in calendar year 2012 (Part V, line 2a) ~~~~~~~~~~~~~~~~ 5 99 Total number of volunteers (estimate if necessary) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 0. Total unrelated business revenue from Part VIII, column (C), line 12 ~~~~~~~~~~~~~~~~~~~~ 7a 0. Net unrelated business taxable income from Form 990-T, line 34 •••••••••••••••••••••• 7b Prior Year Current Year 10,019,379. 10,400,690. 8 Contributions and grants (Part VIII, line 1h) ~~~~~~~~~~~~~~~~~~~~~ 929,745. 456,298. 9 Program service revenue (Part VIII, line 2g) ~~~~~~~~~~~~~~~~~~~~~ 321,907. 272,264. 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) ~~~~~~~~~~~~~ 258,373. 609,004. 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) ~~~~~~~~ 11,529,404. 11,738,256. 12 Total revenue - add lines 8 through 11 (must equal Part VIII, column (A), line 12) ••• 0. 0. 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) ~~~~~~~~~~~ 0. 0. 14 Benefits paid to or for members (Part IX, column (A), line 4) ~~~~~~~~~~~~~ 5,930,755. 5,222,513. 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) ~~~ 173,984. 140,879. 16a Professional fundraising fees (Part IX, column (A), line 11e)~~~~~~~~~~~~~~ 2,280,905. | b Total fundraising expenses (Part IX, column (D), line 25) 2 3 4 5 6 7a b

17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) ~~~~~~~~~~~~~ 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) ~~~~~~~ 19 Revenue less expenses. Subtract line 18 from line 12 ••••••••••••••••

6,989,255. 13,093,994. -1,564,590.

Beginning of Current Year 20 Total assets (Part X, line 16) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 21 Total liabilities (Part X, line 26) ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 22 Net assets or fund balances. Subtract line 21 from line 20 ••••••••••••••

Part II

10,477,087. 2,008,433. 8,468,654.

6,448,076. 11,811,468. -73,212. End of Year

10,214,006. 1,582,795. 8,631,211.

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

= =

Signature of officer Type or print name and title

Print/Type preparer's name Paid Preparer Use Only

Date

CHRISTINA FANNING, VICE PRESIDENT OF FINANCE

Firm's name Firm's address

Preparer's signature

ROSENBERG & FREEDMAN 9 GELMAN, 4550 MONTGOMERY AVE SUITE 650N 9 BETHESDA, MD 20814-2930

Date

Check if self-employed

Firm's EIN

9

PTIN

52-1392008

(301) 951-9090 X Yes May the IRS discuss this return with the preparer shown above? (see instructions) ••••••••••••••••••••• No 232001 12-10-12 LHA For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2012) Phone no.


JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2012) Part III Statement of Program Service Accomplishments 1

94-2474731

Check if Schedule O contains a response to any question in this Part III ••••••••••••••••••••••••••••• Briefly describe the organization's mission:

Page 2

X

THE JANE GOODALL INSTITUTE'S MISSION IS TO: CONTRIBUTE TO THE PRESERVATION OF GREAT APES AND THEIR HABITATS THROUGH CONSERVATION, EDUCATION AND PROMOTION OF SUSTAINABLE LIVELIHOODS IN LOCAL COMMUNITIES; IMPROVE GLOBAL UNDERSTANDING AND TREATMENT OF GREAT APES

4a

Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services?~~~~~~ Yes X No If "Yes," describe these changes on Schedule O. 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. 6,910,281. including grants of $ (Code: ) (Expenses $ ) (Revenue $ )

4b

)

2

3 4

4c

4d 4e

ANIMAL WELFARE AND CONSERVATION: JGI HELPS PROTECT CHIMPANZEES THROUGH A MULTIFACETED PROGRAM. WE OPERATE THE LARGEST SANCTUARY IN AFRICA FOR ORPHANS OF THE ILLEGAL COMMERCIAL BUSHMEAT TRADE-TCHIMPOUNGA CHIMPANZEE REHABILITATION CENTER IN THE REPUBLIC OF CONGO. WE ARE DEVELOPING A FULLY INTEGRATED PROGRAM TO PROTECT CHIMPANZEE HABITAT-THE TROPICAL FOREST-THROUGH REFORESTATION, AS WELL AS AN EXTENSIVE COMMUNITY-CENTERED CONSERVATION PROGRAM, IN WHICH WE WORK WITH LOCAL POPULATIONS TO ADDRESS A WIDE RANGE OF BASIC NEEDS (WATER, SANITATION, EDUCATION, MICRO-CREDIT, AGRICULTURAL PRACTICES AND HEALTH CLINICS) SO THAT THEY IN TURN WILL BE EMPOWERED TO ACT AS PARTNERS IN CONSERVING THE FOREST AND ITS INHABITANTS. WE INCORPORATE GEOSPATIAL SCIENCE TO INFORM LARGE-SCALE LAND USE PLANNING. OUR WORK IN AFRICA ALSO INCLUDES 1,640,686. including grants of $ 462,262. (Code: ) (Expenses $ ) (Revenue $ EDUCATION: JGI'S OVERALL APPROACH IS TO EDUCATE PEOPLE ABOUT THE INTERCONNECTEDNESS OF ALL LIVING THINGS AND HOW EVERY INDIVIDUAL CAN MAKE A DIFFERENCE. JGI HAS ONE OF THE LARGEST YOUTH PROGRAMS IN THE WORLD; ROOTS & SHOOTS, WHICH SPANS MORE THAN 120 COUNTRIES AND INSPIRES YOUTH TO TAKE ACTION FOR PEOPLE, ANIMALS AND THE ENVIRONMENT. ADMINISTERED FROM THE ARLINGTON OFFICE, IT HAS FIELD OPERATIONS IN FOUR DISTRICT OFFICES AROUND THE U.S. AS PART OF ITS EFFORTS TO PROTECT WILD CHIMPANZEES AND THEIR HABITAT, JGI ALSO SUPPORTS EDUCATION CENTERS FOR LOCAL POPULATIONS IN AREAS OF AFRICA WHERE WE WORK. FINALLY, OUR EDUCATION PROGRAM SUPPORTS DR. GOODALL'S TRAVELS IN THE U.S. AND ABROAD, AND THE INSTITUTE'S EFFORTS IN THE U.S., TO EDUCATE POLICY MAKERS AND THE PUBLIC ABOUT THE NEED TO SAVE SPECIES AND THEIR 464,988. including grants of $ 12,462. (Code: ) (Expenses $ ) (Revenue $ COMMUNICATIONS AND MEMBERSHIP: OUR COMMUNICATIONS FUNCTION SUPPORTS MEDIA FOR ALL PROGRAMS, THE INSTITUTE GENERALLY AND OUR FOUNDER, AS WELL AS OUR COMMUNICATIONS WITH DONORS. ALSO INCLUDED ARE OUR MARKETING AND MERCHANDISE INITIATIVES, WHICH ARE ANOTHER WAY THAT WE COMMUNICATE OUR MESSAGES TO THE PUBLIC, AND OUR EFFORTS TO EFFECT CHANGES IN PUBLIC POLICY THROUGH U.S. LEGISLATION.

Other program services (Describe in Schedule O.) including grants of $ (Expenses $ 9,015,955. Total program service expenses J

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) (Revenue $

SEE SCHEDULE O FOR CONTINUATION(S) 2 2012.04030 JANE GOODALL INSTITUTE FOR

)

) Form 990 (2012)

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2012) Part IV Checklist of Required Schedules

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Page 3 Yes

1 2 3 4 5 6 7 8 9

10 11 a b c d e f 12a b 13 14a b

15 16

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is the organization required to complete Schedule B, Schedule of Contributors? ~~~~~~~~~~~~~~~~~~~~~~ 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 I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III ~~~~~~~~~~~~~~ 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 I 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 II~~~~~~~~~~~~~~ Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 IV ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~ 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. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 VII ~~~~~~~~~~~~~~~~~~~~~~~~~ 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 VIII ~~~~~~~~~~~~~~~~~~~~~~~~~ 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 IX ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X ~~~~~~ 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 X ~~~~ Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI and XII ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~ Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ~~~~~~~~~~~~~~ Did the organization maintain an office, employees, or agents outside of the United States? ~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV ~~~~~~~~~~~~~~~~~ Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If "Yes," complete Schedule F, Parts III and IV ~~~~~~~~~~~~~~~~~~~~~

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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H ~~~~~~~~~~~~~~~~ b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? ••••••••••

1 2

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X

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X

9

X

10

X

11a

X

11b

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11c

X

11d 11e

X

11f

X

12a

X

12b 13 14a

X

14b

X

X

X X

15

X

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232003 12-10-12

No

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X

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X 19 X 20a 20b Form 990 (2012)

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2012) Part IV Checklist of Required Schedules (continued)

94-2474731

Page 4 Yes

21 22 23

24a

b c d 25a b

26 27

28 a b c 29 30 31 32 33 34 35a b 36 37 38

Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II ~~~~~~~~~~~~~~~~~~ Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 25 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? ~~~~~~~~~~~ Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? ~~~~~~~~~~~ Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II ~~~~~~~~~~~ Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ~~~~~~~~~~~ A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ~~ An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV~~~~~~~~~~~~~~~~~~~~~ Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M ~~~~~~~~~ Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a controlled entity within the meaning of section 512(b)(13)? ~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~ Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O •••••••••••••••••••••••••••••••

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No

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24a 24b 24c 24d 25a

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25b

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28a 28b

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28c 29

X X

30

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34 35a

X X

35b

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36

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X

X 38 Form 990 (2012)

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2012) Part V Statements Regarding Other IRS Filings and Tax Compliance

94-2474731

Page 5

Check if Schedule O contains a response to any question in this Part V •••••••••••••••••••••••••••••

13 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ~~~~~~~~~~~ 1a 0 b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable ~~~~~~~~~~ 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ••••••••••••••••••••••••••••••••••••••••••• 1c 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, 47 filed for the calendar year ending with or within the year covered by this return ~~~~~~~~~~ 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?~~~~~~~~~~ 2b Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year? ~~~~~~~~~~~~~~ 3a b If "Yes," has it filed a Form 990-T for this year? If "No," provide an explanation in Schedule O ~~~~~~~~~~~~~~~ 3b 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 b If "Yes," enter the name of the foreign country: J SEE SCHEDULE O See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ~~~~~~~~~~~~ 5a b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?~~~~~~~~~ 5b 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 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 b If "Yes," did the organization notify the donor of the value of the goods or services provided? ~~~~~~~~~~~~~~~ 7b c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? •••••••••••••••••••••••••••••••••••••••••••••••••••• 7c 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 f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ~~~~~~~~~ 7f 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 and section 509(a)(3) supporting organizations. Did the supporting N/A organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? 8

Yes

X No

X X X X X X X

X X X X X

9

Sponsoring organizations maintaining donor advised funds. N/A a Did the organization make any taxable distributions under section 4966?~~~~~~~~~~~~~~~~~~~~~~~~~~ N/A b Did the organization make a distribution to a donor, donor advisor, or related person? ~~~~~~~~~~~~~~~~~~~ 10 Section 501(c)(7) organizations. Enter: N/A 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: N/A 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? N/A 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. N/A 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. 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? ~~~~~~~~~~~~~~~~ b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O ••••••••••

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9a 9b

12a

13a

X 14a 14b Form 990 (2012)

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Form 990 (2012) Page 6 For each "Yes" response to lines 2 through 7b below, and for a "No" response Part VI Governance, Management, and Disclosure to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.

Check if Schedule O contains a response to any question in this Part VI •••••••••••••••••••••••••••••

Section A. Governing Body and Management 1a Enter the number of voting members of the governing body at the end of the tax year ~~~~~~ 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.

1a

Yes

20

19 1b b Enter the number of voting members included in line 1a, above, who are independent ~~~~~~ 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 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 4 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ~~~~~ 5 5 Did the organization become aware during the year of a significant diversion of the organization's assets? ~~~~~~~~~ 6 6 Did the organization have members or stockholders? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 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 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: a The governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Each committee with authority to act on behalf of the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ••••••••••••••••• Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

8a 8b

X X X X X X X X X

9 Yes

b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ~~~~~~ c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13 14 15 a b 16a b

Did the organization have a written whistleblower policy? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization have a written document retention and destruction policy? ~~~~~~~~~~~~~~~~~~~~~~ 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? The organization's CEO, Executive Director, or top management official ~~~~~~~~~~~~~~~~~~~~~~~~~~ Other officers or key employees of the organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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? ••••••••••••••••••••••••••••••••••••

Section C. Disclosure 17 18

19 20

10a

X

10b 11a

X X

12a 12b

X X

12c 13 14

X X X

15a 15b

No

X

9

10a Did the organization have local chapters, branches, or affiliates? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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? ~~~~~~~~~~~~~ 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? b Describe in 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 ~~~~~~~~~~~~~~~~~~~~

X

X

16a

No

X X

16b

List the states with which a copy of this Form 990 is required to be filed JSEE SCHEDULE O Section 6104 requires an organization to make its Forms 1023 (or 1024 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. X Own website X Upon request Another's website Other (explain in Schedule O) 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. State the name, physical address, and telephone number of the person who possesses the books and records of the organization: |

CHRISTINA FANNING - 703-682-9220 1595 SPRING HILL ROAD, NO. 550, VIENNA, VA

232006 12-10-12

09241003 745960 20150

22182

6 2012.04030 JANE GOODALL INSTITUTE FOR

Form 990 (2012)

20150__1


JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Form 990 (2012) Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response to any question in this Part VII •••••••••••••••••••••••••••••

Page 7

X

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. ¥ 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. ¥ List all of the organization's current key employees, if any. See instructions for definition of "key employee." ¥ 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 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations . ¥ List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. ¥ 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. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.

(1) DONALD KENDALL CO-CHAIR (2) JOHN SILVER CO-CHAIR (3) ADDISON FISCHER VICE CHAIR (4) BRIAN GRAFF TREASURER (5) KATHERINE BERGER SECRETARY (6) JANE GOODALL (SEE SCHEDULE O) FOUNDER (7) SUE ANSCHUTZ RODGERS BOARD MEMBER (8) BILLY CAMPBELL BOARD MEMBER (9) DANIEL CARUCCI BOARD MEMBER (10) JACK DANGERMOND BOARD MEMBER (11) VIVIAN LOWERY DERRYCK BOARD MEMBER (12) CINDY MERCER BOARD MEMBER (13) POGO DAVIS BOARD MEMBER (14) ALLENE LAPIDES BOARD MEMBER (15) CHASE PICKERING BOARD MEMBER (16) DAVID SHEAR BOARD MEMBER (17) SHELBY JEAN SLOAN BOARD MEMBER 232007 12-10-12

09241003 745960 20150

5.00 5.00 5.00 5.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00

Former

Highest compensated employee

Key employee

Officer

Institutional trustee

5.00

Individual trustee or director

Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (A) (B) (C) (D) (E) Position Name and Title Average Reportable Reportable (do not check more than one hours per box, unless person is both an compensation compensation officer and a director/trustee) week from from related (list any the organizations hours for organization (W-2/1099-MISC) related (W-2/1099-MISC) organizations below line)

(F) Estimated amount of other compensation from the organization and related organizations

X

X

0.

0.

0.

X

X

0.

0.

0.

X

X

0.

0.

0.

X

X

0.

0.

0.

X

X

0.

0.

0.

X

24,848.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

7 2012.04030 JANE GOODALL INSTITUTE FOR

Form 990 (2012)

20150__1


JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

1b c d 2

Former

Highest compensated employee

Officer

Institutional trustee

2.00

Key employee

(18) BETH STEVENS BOARD MEMBER (19) HEATHER STURGESS BOARD MEMBER (20) BILLY WEISMAN BOARD MEMBER (21) MARY HUMPHREY CEO (22) RICHARD HAYS EVP FINANCE (23) ALEXANDRA THORNTON EVP POLICY & OPERATIONS (24) EDUARDO HERNANDEZ-SALAZAR VP AFRICA PROGRAMS (25) LARRY HASKELL VP DEVELOPMENT

Individual trustee or director

94-2474731 Page 8 Form 990 (2012) (continued) Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (B) (C) (A) (D) (E) (F) Position Average Name and title Reportable Reportable Estimated (do not check more than one hours per box, unless person is both an compensation compensation amount of officer and a director/trustee) week from from related other (list any the organizations compensation hours for organization (W-2/1099-MISC) from the related (W-2/1099-MISC) organization organizations and related below organizations line) X

0.

0.

0.

X

0.

0.

0.

X

0.

0.

0.

X

155,804.

0.

10,237.

X

162,481.

0.

30,124.

X

147,056.

0.

9,800.

X

128,711.

0.

28,436.

X

120,322.

0.

12,852.

739,222. 0. Sub-total ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | 0. 0. Total from continuation sheets to Part VII, Section A ~~~~~~~~ | 739,222. 0. Total (add lines 1b and 1c) •••••••••••••••••••••• | Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization |

91,449. 0. 91,449.

2.00 2.00 40.00 40.00 40.00 40.00 40.00

5 Yes

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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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~~~~~~~~~~~~~ 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 •••••••••••••••••••••••• Section B. Independent Contractors 1

X

5

X

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) (B) (C) Name and business address Description of services Compensation

GELMAN, ROSENBERG & FREEDMAN, 4550 MONTGOMERY AVE, 650N, BETHESDA, MD 20814

2

X

3 4

No

ACCOUNTING

122,446.

Total number of independent contractors (including but not limited to those listed above) who received more than 1 $100,000 of compensation from the organization |

232008 12-10-12

09241003 745960 20150

Form 990 (2012)

8 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2012) Part VIII Statement of Revenue

94-2474731

Page 9

Contributions, Gifts, Grants and Other Similar Amounts

1 a b c d e f

Program Service Revenue

Check if Schedule O contains a response to any question in this Part VIII ••••••••••••••••••••••••••• (A) (B) (C) (D) Revenue excluded Related or Unrelated Total revenue from tax under exempt function business sections 512, revenue revenue 513, or 514

2

3 4 5 6

Other Revenue

7

8

9

10

11

12

Federated campaigns ~~~~~~ Membership dues ~~~~~~~~ Fundraising events ~~~~~~~~ Related organizations ~~~~~~ Government grants (contributions) All other contributions, gifts, grants, and similar amounts not included above ~~

1a 1b 1c 1d 1e 1f

90,662. 143,046. 212,560. 2,958,567. 6,995,855. 7,906.

g Noncash contributions included in lines 1a-1f: $ h Total. Add lines 1a-1f ••••••••••••••••• | Business Code 900099 a LECTURE TOUR/HONORARIA PROGRAM SERVICE FEES 900099 b CONFERENCE FEES 900099 c d e f All other program service revenue ~~~~~ g Total. Add lines 2a-2f ••••••••••••••••• | Investment income (including dividends, interest, and other similar amounts)~~~~~~~~~~~~~~~~~ | Income from investment of tax-exempt bond proceeds | Royalties ••••••••••••••••••••••• | (i) Real (ii) Personal a Gross rents ~~~~~~~ b Less: rental expenses ~~~ c Rental income or (loss) ~~ d Net rental income or (loss) •••••••••••••• | a Gross amount from sales of (i) Securities (ii) Other 3,262,348. assets other than inventory b Less: cost or other basis 3,259,070. 8,194. and sales expenses ~~~ 3,278. -8,194. c Gain or (loss) ~~~~~~~ d Net gain or (loss) ••••••••••••••••••• | a Gross income from fundraising events (not 212,560. of including $ contributions reported on line 1c). See 71,963. Part IV, line 18 ~~~~~~~~~~~~~ a 69,147. b Less: direct expenses~~~~~~~~~~ b c Net income or (loss) from fundraising events ••••• | a Gross income from gaming activities. See Part IV, line 19 ~~~~~~~~~~~~~ a b Less: direct expenses ~~~~~~~~~ b c Net income or (loss) from gaming activities •••••• | a Gross sales of inventory, less returns 23,457. and allowances ~~~~~~~~~~~~~ a 5,031. b Less: cost of goods sold ~~~~~~~~ b c Net income or (loss) from sales of inventory •••••• | Miscellaneous Revenue Business Code 900099 a SPROUT SETTLEMENT REIMBURSEMENTS 900099 b MISCELLANEOUS 900099 c d All other revenue ~~~~~~~~~~~~~ e Total. Add lines 11a-11d ~~~~~~~~~~~~~~~ | Total revenue. See instructions. ••••••••••••• |

232009 12-10-12

09241003 745960 20150

10,400,690. 437,501. 12,462. 6,335.

437,501. 12,462. 6,335.

456,298. 277,180.

277,180.

199,718.

199,718.

-4,916.

-4,916.

2,816.

2,816.

18,426.

18,426.

250,000. 95,803. 42,241. 388,044. 11,738,256.

250,000. 95,803. 42,241. 474,724.

9 2012.04030 JANE GOODALL INSTITUTE FOR

0.

862,842. Form 990 (2012) 20150__1


JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2012) Part IX Statement of Functional Expenses

94-2474731

Page 10

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 to any question in this Part IX •••••••••••••••••••••••••• (A) (B) (C) (D) Total expenses Program service Management and Fundraising expenses general expenses expenses Grants and other assistance to governments and organizations in the United States. See Part IV, line 21

Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 2 3

4 5 6

Grants and other assistance to individuals in the United States. See Part IV, line 22 ~~~ Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 ~ Benefits paid to or for members ~~~~~~~ Compensation of current officers, directors, trustees, and key employees ~~~~~~~~ Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ~~~

7 8

Other salaries and wages ~~~~~~~~~~ Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions)

9 10 11 a b c d e f g

Other employee benefits ~~~~~~~~~~ Payroll taxes ~~~~~~~~~~~~~~~~ Fees for services (non-employees): Management ~~~~~~~~~~~~~~~~ Legal ~~~~~~~~~~~~~~~~~~~~ Accounting ~~~~~~~~~~~~~~~~~ Lobbying ~~~~~~~~~~~~~~~~~~ Professional fundraising services. See Part IV, line 17

12 13 14 15 16 17 18

Advertising and promotion ~~~~~~~~~ Office expenses~~~~~~~~~~~~~~~ Information technology ~~~~~~~~~~~ Royalties ~~~~~~~~~~~~~~~~~~

19 20 21 22 23 24

Investment management fees ~~~~~~~~ Other. (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Sch O.)

Occupancy ~~~~~~~~~~~~~~~~~ Travel ~~~~~~~~~~~~~~~~~~~ Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings ~~ Interest ~~~~~~~~~~~~~~~~~~ Payments to affiliates ~~~~~~~~~~~~ Depreciation, depletion, and amortization ~~ Insurance ~~~~~~~~~~~~~~~~~ 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 FIELD EXPENSE b DIRECT MAIL c EQUIP. REPAIRS & MAINT. d DATABASE MANAGEMENT e All other expenses 25 Total functional expenses. Add lines 1 through 24e 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

|

X

if following SOP 98-2 (ASC 958-720)

232010 12-10-12

09241003 745960 20150

540,350.

452,935.

70,811.

16,604.

3,491,107.

2,879,903.

111,693.

499,511.

91,685. 889,846. 209,525.

81,458. 782,167. 183,741.

420. 23,497. 6,488.

9,807. 84,182. 19,296.

10,415. 122,446.

91,864.

1,574. 4,743.

8,841. 25,839.

140,879. 44,074.

17,404.

10,566.

140,879. 16,104.

926,053. 7,898. 376,972.

843,066. 6,863. 299,679.

12,944. 178. 25,600.

70,043. 857. 51,693.

547,227. 700,914.

442,041. 640,103.

61,887. 12,522.

43,299. 48,289.

82,271. 26,559.

71,490. 10,488.

1,849. 6,367.

8,932. 9,704.

83,989. 45,082.

74,407. 17,802.

2,718. 10,808.

6,864. 16,472.

1,792,283. 1,277,099. 251,763. 53,656. 99,375. 11,811,468.

1,792,283. 46,339. 244,822. 10,952. 26,148. 9,015,955.

92,453. 2,745. 3,259. 51,486. 514,608.

1,138,307. 4,196. 39,445. 21,741. 2,280,905.

1,279,186.

767,512.

0.

511,674. Form 990 (2012)

10 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


Form 990 (2012)

Part X

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731

Balance Sheet

Page 11

Check if Schedule O contains a response to any question in this Part X •••••••••••••••••••••••••••••• (A) (B) Beginning of year End of year Cash - non-interest-bearing ~~~~~~~~~~~~~~~~~~~~~~~~~ Savings and temporary cash investments ~~~~~~~~~~~~~~~~~~ Pledges and grants receivable, net ~~~~~~~~~~~~~~~~~~~~~ Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~ Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instr). Complete Part II of Sch L ~~ 7 Notes and loans receivable, net ~~~~~~~~~~~~~~~~~~~~~~~ 8 Inventories for sale or use ~~~~~~~~~~~~~~~~~~~~~~~~~~ 9 Prepaid expenses and deferred charges ~~~~~~~~~~~~~~~~~~ 10 a Land, buildings, and equipment: cost or other 1,196,045. basis. Complete Part VI of Schedule D ~~~ 10a 397,901. b Less: accumulated depreciation ~~~~~~ 10b 11 Investments - publicly traded securities ~~~~~~~~~~~~~~~~~~~ 12 Investments - other securities. See Part IV, line 11 ~~~~~~~~~~~~~~ 13 Investments - program-related. See Part IV, line 11 ~~~~~~~~~~~~~ 14 Intangible assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 15 Other assets. See Part IV, line 11 ~~~~~~~~~~~~~~~~~~~~~~ 16 Total assets. Add lines 1 through 15 (must equal line 34) •••••••••• 17 Accounts payable and accrued expenses ~~~~~~~~~~~~~~~~~~ 18 Grants payable ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 19 Deferred revenue ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 20 Tax-exempt bond liabilities ~~~~~~~~~~~~~~~~~~~~~~~~~ 21 Escrow or custodial account liability. Complete Part IV of Schedule D ~~~~ 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~

Liabilities

Assets

1 2 3 4 5

23 24 25

Net Assets or Fund Balances

26

27 28 29

30 31 32 33 34

Secured mortgages and notes payable to unrelated third parties ~~~~~~ Unsecured notes and loans payable to unrelated third parties ~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total liabilities. Add lines 17 through 25 •••••••••••••••••• X and Organizations that follow SFAS 117 (ASC 958), check here | complete lines 27 through 29, and lines 33 and 34. Unrestricted net assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Temporarily restricted net assets ~~~~~~~~~~~~~~~~~~~~~~ Permanently restricted net assets ~~~~~~~~~~~~~~~~~~~~~ Organizations that do not follow SFAS 117 (ASC 958), check here | and complete lines 30 through 34. Capital stock or trust principal, or current funds ~~~~~~~~~~~~~~~ Paid-in or capital surplus, or land, building, or equipment fund ~~~~~~~~ Retained earnings, endowment, accumulated income, or other funds ~~~~ Total net assets or fund balances ~~~~~~~~~~~~~~~~~~~~~~ Total liabilities and net assets/fund balances ••••••••••••••••

232011 12-10-12

09241003 745960 20150

619,209. 762,375. 2,416,006. 784,528.

1,429,413. 765,495. 1,196,337. 741,765.

1 2 3 4

5

25,081. 203,751. 702,042. 4,964,095.

10,477,087. 1,041,433.

6 7 8 9

10c 11 12 13 14 15 16 17 18 19 20 21

41,441. 68,332. 798,144. 5,173,079.

10,214,006. 912,211.

22 23 24

967,000. 2,008,433.

25 26

670,584. 1,582,795.

4,498,588. 3,752,338. 217,728.

27 28 29

5,032,476. 3,381,007. 217,728.

8,468,654. 10,477,087.

30 31 32 33 34

8,631,211. 10,214,006. Form 990 (2012)

11 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2012) Part XI Reconciliation of Net Assets

94-2474731

Page 12

Check if Schedule O contains a response to any question in this Part XI ••••••••••••••••••••••••••••• 1 2 3 4 5 6 7 8 9 10

Total revenue (must equal Part VIII, column (A), line 12) ~~~~~~~~~~~~~~~~~~~~~~~~~~ Total expenses (must equal Part IX, column (A), line 25) ~~~~~~~~~~~~~~~~~~~~~~~~~~ Revenue less expenses. Subtract line 2 from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ~~~~~~~~~~ Net unrealized gains (losses) on investments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Investment expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Prior period adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other changes in net assets or fund balances (explain in Schedule O) ~~~~~~~~~~~~~~~~~~~ Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) •••••••••••••••••••••••••••••••••••••••••••••••

Part XII Financial Statements and Reporting

1 2 3 4 5 6 7 8 9

11,738,256. 11,811,468. -73,212. 8,468,654. 199,208.

10

36,561. 8,631,211.

Check if Schedule O contains a response to any question in this Part XII ••••••••••••••••••••••••••••• Yes

X

1 2a

b

c

3a b

Accounting method used to prepare the Form 990: Cash Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant? ~~~~~~~~~~~~ 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: Separate basis Consolidated basis Both consolidated and separate basis Were the organization's financial statements audited by an independent accountant? ~~~~~~~~~~~~~~~~~~~ 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: X Separate basis Consolidated basis Both consolidated and separate basis 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?~~~~~~~~~~~~~~~ If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ••••••••••••••••

232012 12-10-12

09241003 745960 20150

X

12 2012.04030 JANE GOODALL INSTITUTE FOR

No

X

2a

2b

X

2c

X

3a

X

3b X Form 990 (2012)

20150__1


SCHEDULE A

Public Charity Status and Public Support

(Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. | Attach to Form 990 or Form 990-EZ. | See separate instructions.

OMB No. 1545-0047

2012

Open to Public Inspection

JANE GOODALL INSTITUTE FOR WILDLIFE Employer identification number RESEARCH EDUCATION AND CONSERVATION 94-2474731 Reason for Public Charity Status (All organizations must complete this part.) See instructions.

Name of the organization

Part I

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, 4 city, and state: An organization operated for the benefit of a college or university owned or operated by a governmental unit described in 5 section 170(b)(1)(A)(iv). (Complete Part II.) 6 7

X

8 9

10 11

e f g

h

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h. a Type I b Type II c Type III - Functionally integrated d Type III - Non-functionally integrated By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? (i) A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, Yes No the governing body of the supported organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11g(i) (ii) A family member of a person described in (i) above? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11g(ii) (iii) A 35% controlled entity of a person described in (i) or (ii) above? ~~~~~~~~~~~~~~~~~~~~~~~~ 11g(iii) Provide the following information about the supported organization(s).

(i) Name of supported organization

(ii) EIN

(vi) Is the (iii) Type of organization (iv) Is the organization (v) Did you notify the organization in col. (vii) Amount of monetary in col. (i) listed in your organization in col. (described on lines 1-9 support (i) organized in the above or IRC section governing document? (i) of your support? U.S.? (see instructions)) Yes No Yes No Yes No

Total LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 232021 12-04-12

09241003 745960 20150

Schedule A (Form 990 or 990-EZ) 2012

13 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


JANE GOODALL INSTITUTE FOR WILDLIFE 94-2474731 Schedule A (Form 990 or 990-EZ) 2012 RESEARCH EDUCATION AND CONSERVATION Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)

Page 2

(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)

Section A. Public Support Calendar year (or fiscal year beginning in) | 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ~~

(a) 2008

(b) 2009

(c) 2010

(d) 2011

(e) 2012

(f) Total

10,466,953.

9,869,193.

11,732,414.

10,019,379.

10,400,690.

52,488,629.

10,466,953.

9,869,193.

11,732,414.

10,019,379.

10,400,690.

52,488,629.

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) ~~~~~~~~~~~~

378,309. 52,110,320.

6 Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in) | 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 IV.) ~~~~ 11 Total support. Add lines 7 through 10

(a) 2008

10,466,953.

(b) 2009

(c) 2010

11,732,414.

(d) 2011

10,019,379.

(e) 2012

(f) Total

10,400,690.

52,488,629.

1,183,540. 422,542. 507,525. 374,519. 476,898.

2,965,024.

15,826.

19,397.

29,331.

9,869,193.

755.

2,816.

172,555. 102,758. 388,044. 692,688. 56,165,738. 3,635,830. ~~~~~~~~~~~~~~~~~~~~~~~ 12

12 Gross receipts from related activities, etc. (see instructions) 13 First five 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 ••••••••••••••••••••••••••••••••••••••••••••• |

Section C. Computation of Public Support Percentage

92.78 % 14 Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f)) ~~~~~~~~~~~~ 14 82.54 % 15 Public support percentage from 2011 Schedule A, Part II, line 14 ~~~~~~~~~~~~~~~~~~~~~ 15 16a 33 1/3% support test - 2012. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | X b 33 1/3% support test - 2011. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | 17a 10% -facts-and-circumstances test - 2012. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~~~~~~~~ | b 10% -facts-and-circumstances test - 2011. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ~~~~~~~~ | 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions ••• | Schedule A (Form 990 or 990-EZ) 2012

232022 12-04-12

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Schedule A (Form 990 or 990-EZ) 2012

Page 3

Part III Support Schedule for Organizations Described in Section 509(a)(2)

(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support Calendar year (or fiscal year beginning in) |

(a) 2008

(b) 2009

(c) 2010

(d) 2011

(e) 2012

(f) Total

(a) 2008

(b) 2009

(c) 2010

(d) 2011

(e) 2012

(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 ~~~ 7 a 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) | 9 Amounts from line 6 ~~~~~~~ 10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources ~ b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 ~~~~ c Add lines 10a and 10b ~~~~~~ 11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on ~~~~~~~ 12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ~~~~ 13 Total support. (Add lines 9, 10c, 11, and 12.)

14 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here •••••••••••••••••••••••••••••••••••••••••••••••••••• |

Section C. Computation of Public Support Percentage

15 Public support percentage for 2012 (line 8, column (f) divided by line 13, column (f)) ~~~~~~~~~~~~ 16 Public support percentage from 2011 Schedule A, Part III, line 15 ••••••••••••••••••••

Section D. Computation of Investment Income Percentage

15 16

% %

17 Investment income percentage for 2012 (line 10c, column (f) divided by line 13, column (f)) ~~~~~~~~ 17 % 18 Investment income percentage from 2011 Schedule A, Part III, line 17 ~~~~~~~~~~~~~~~~~~ 18 % 19 a 33 1/3% support tests - 2012. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ~~~~~~~~~~ | b 33 1/3% support tests - 2011. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization~~~~ | 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions •••••••• | 232023 12-04-12 Schedule A (Form 990 or 990-EZ) 2012

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** PUBLIC DISCLOSURE COPY **

Schedule B

Schedule of Contributors

(Form 990, 990-EZ, or 990-PF)

| Attach to Form 990, Form 990-EZ, or Form 990-PF.

Department of the Treasury Internal Revenue Service

Name of the organization

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

OMB No. 1545-0047

2012

Employer identification number

94-2474731

Organization type (check one): Filers of: Form 990 or 990-EZ

Section:

X

501(c)(

3

) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF

501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation

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 For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. Special Rules

X

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not total to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more during the year ~~~~~~~~~~~~~~~~~ | $

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not 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 Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

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Page 2

Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization

Employer identification number

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Part I

Contributors

(a) No.

94-2474731

(see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

(c) Total contributions

1 $

1,695,139.

(d) Type of contribution Person Payroll Noncash

X

(Complete Part II if there is a noncash contribution.) (a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

2 $

1,085,394.

(d) Type of contribution Person Payroll Noncash

X

(Complete Part II if there is a noncash contribution.) (a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

3 $

977,393.

(d) Type of contribution Person Payroll Noncash

X

(Complete Part II if there is a noncash contribution.) (a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

4 $

500,000.

(d) Type of contribution Person Payroll Noncash

X

(Complete Part II if there is a noncash contribution.) (a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

5 $

420,201.

(d) Type of contribution Person Payroll Noncash

X

(Complete Part II if there is a noncash contribution.) (a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

6 $

279,087.

(d) Type of contribution Person Payroll Noncash

X

(Complete Part II if there is a noncash contribution.) 223452 12-21-12

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Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

17 2012.04030 JANE GOODALL INSTITUTE FOR

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Page 2

Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization

Employer identification number

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Part I

Contributors

(a) No.

94-2474731

(see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4

(c) Total contributions

7 $

250,000.

(d) Type of contribution Person Payroll Noncash

X

(Complete Part II if there is a noncash contribution.) (a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

(d) Type of contribution Person Payroll Noncash

$

(Complete Part II if there is a noncash contribution.) (a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

(d) Type of contribution Person Payroll Noncash

$

(Complete Part II if there is a noncash contribution.) (a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

(d) Type of contribution Person Payroll Noncash

$

(Complete Part II if there is a noncash contribution.) (a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

(d) Type of contribution Person Payroll Noncash

$

(Complete Part II if there is a noncash contribution.) (a) No.

(b) Name, address, and ZIP + 4

(c) Total contributions

$

(d) Type of contribution Person Payroll Noncash (Complete Part II if there is a noncash contribution.)

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Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

18 2012.04030 JANE GOODALL INSTITUTE FOR

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Page 3 Employer identification number

Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Part II

Noncash Property

(a) No. from Part I

94-2474731

(see instructions). Use duplicate copies of Part II if additional space is needed.

(b) Description of noncash property given

(c) FMV (or estimate) (see instructions)

(d) Date received

(c) FMV (or estimate) (see instructions)

(d) Date received

(c) FMV (or estimate) (see instructions)

(d) Date received

(c) FMV (or estimate) (see instructions)

(d) Date received

(c) FMV (or estimate) (see instructions)

(d) Date received

(c) FMV (or estimate) (see instructions)

(d) Date received

$ (a) No. from Part I

(b) Description of noncash property given

$ (a) No. from Part I

(b) Description of noncash property given

$ (a) No. from Part I

(b) Description of noncash property given

$ (a) No. from Part I

(b) Description of noncash property given

$ (a) No. from Part I

(b) Description of noncash property given

$ 223453 12-21-12

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Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

19 2012.04030 JANE GOODALL INSTITUTE FOR

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Page 4 Employer identification number

Schedule B (Form 990, 990-EZ, or 990-PF) (2012) Name of organization

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations that total more than $1,000 for the Part III year. 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.) | $ 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

(a) No. from Part I

(b) Purpose of gift

Relationship of transferor to transferee

(c) Use of gift

(d) Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP + 4

(a) No. from Part I

(b) Purpose of gift

Relationship of transferor to transferee

(c) Use of gift

(d) Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP + 4

(a) No. from Part I

(b) Purpose of gift

Relationship of transferor to transferee

(c) Use of gift

(d) Description of how gift is held

(e) Transfer of gift Transferee's name, address, and ZIP + 4

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Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

20 2012.04030 JANE GOODALL INSTITUTE FOR

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SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service

OMB No. 1545-0047

Supplemental Financial Statements

2012

| Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. | Attach to Form 990. | See separate instructions.

Open to Public Inspection

JANE GOODALL INSTITUTE FOR WILDLIFE Employer identification number RESEARCH EDUCATION AND CONSERVATION 94-2474731 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts.Complete if the

Name of the organization

Part I

organization answered "Yes" to Form 990, Part IV, line 6. (a) Donor advised funds

(b) Funds and other accounts

Total number at end of year ~~~~~~~~~~~~~~~ Aggregate contributions to (during year) ~~~~~~~~ Aggregate grants from (during year) ~~~~~~~~~~ Aggregate value at end of year ~~~~~~~~~~~~~ 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" to Form 990, Part IV, line 7. 1 2 3 4 5

Yes

No

Yes

No

1

Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space

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 Tax Year

a b c d 3 4 5 6 7 8 9

Total number of conservation easements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2a Total acreage restricted by conservation easements ~~~~~~~~~~~~~~~~~~~~~~~~~~ 2b Number of conservation easements on a certified historic structure included in (a) ~~~~~~~~~~~~ 2c Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year | Number of states where property subject to conservation easement is located | Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ~~~~~~~~~~~~~~~~~~~~~~~~~ Yes Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year | Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year | $ 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)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes 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

No

No

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.

Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

1a If the organization elected, as permitted under SFAS 116 (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 SFAS 116 (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) Revenues included in Form 990, Part VIII, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ (ii) Assets included in Form 990, Part X ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ 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 SFAS 116 (ASC 958) relating to these items: a Revenues included in Form 990, Part VIII, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ b Assets included in Form 990, Part X ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. 232051 12-10-12

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Schedule D (Form 990) 2012

21 2012.04030 JANE GOODALL INSTITUTE FOR

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Page 2 Schedule D (Form 990) 2012 Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets(continued) 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 Public exhibition d Loan or exchange programs b Scholarly research e Other c Preservation for future generations 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? •••••••••••• Yes No Part IV Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 3

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:

Yes

Amount Beginning balance ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c Additions during the year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1d Distributions during the year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1e Ending balance ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1f Did the organization include an amount on Form 990, Part X, line 21? ~~~~~~~~~~~~~~~~~~~~~~~~~ Yes 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" to Form 990, Part IV, line 10. c d e f 2a b

No

No

(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back 217,728. 217,728. 217,728. 217,728. 217,728. Beginning of year balance ~~~~~~~ Contributions ~~~~~~~~~~~~~~ 11,389. Net investment earnings, gains, and losses Grants or scholarships ~~~~~~~~~ Other expenditures for facilities 9,645. and programs ~~~~~~~~~~~~~ 1,744. f Administrative expenses ~~~~~~~~ 217,728. 217,728. 217,728. 217,728. 217,728. g End of year balance ~~~~~~~~~~ 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: .00 a Board designated or quasi-endowment | % 100.00 b Permanent endowment | % .00 c Temporarily restricted endowment | % The percentages in 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 X (i) unrelated organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3a(i) X (ii) related organizations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3a(ii) b If "Yes" to 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. See Form 990, Part X, line 10. 1a b c d e

Description of property

(a) Cost or other basis (investment)

(b) Cost or other basis (other)

(c) Accumulated depreciation

(d) Book value

1a Land ~~~~~~~~~~~~~~~~~~~~ b Buildings ~~~~~~~~~~~~~~~~~~ 521,662. 521,662. c Leasehold improvements ~~~~~~~~~~ 47,232. 31,211. 16,021. d Equipment ~~~~~~~~~~~~~~~~~ 627,151. 366,690. 260,461. e Other •••••••••••••••••••• 798,144. Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).) •••••••••••• | Schedule D (Form 990) 2012

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Schedule D (Form 990) 2012 Part VII Investments - Other Securities. See Form 990, Part X, line 12. (a) Description of security or category (including name of security)

(b) Book value

94-2474731

Page 3

(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) (I) Total. (Col. (b) must equal Form 990, Part X, col. (B) line 12.) |

Part VIII Investments - Program Related. See Form 990, Part X, line 13. (a) Description of investment type

(b) Book value

(c) Method of valuation: Cost or end-of-year market value

(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Total. (Col. (b) must equal Form 990, Part X, col. (B) line 13.) | Part IX Other Assets. See Form 990, Part X, line 15. (a) Description

(b) Book value

(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.) •••••••••••••••••••••••••••• | Part X Other Liabilities. See Form 990, Part X, line 25. (a) Description of liability (b) Book value 1. (1) Federal income taxes 670,584. (2) LINE OF CREDIT (3) (4) (5) (6) (7) (8) (9) (10) (11) 670,584. Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) ••••• | 2. FIN 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's X 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) 2012 232053 12-10-12

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Page 4 Schedule D (Form 990) 2012 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 11,814,731. 1 Total revenue, gains, and other support per audited financial statements ~~~~~~~~~~~~~~~~~~~ 1 2 a b c d e 3 4 a b c 5

Amounts included on line 1 but not on Form 990, Part VIII, line 12: Net unrealized gains on investments ~~~~~~~~~~~~~~~~~~~~~~ 2a 68,281. Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~ 2b Recoveries of prior year grants ~~~~~~~~~~~~~~~~~~~~~~~~~ 2c 8,194. Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 2d Add lines 2a through 2d ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2e Subtract line 2e from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 Amounts included on Form 990, Part VIII, line 12, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b ~~~~~~~~ 4a Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 4b Add lines 4a and 4b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4c Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ••••••••••••••••• 5

2 a b c d e 3 4 a b c 5

Amounts included on line 1 but not on Form 990, Part IX, line 25: Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~ Prior year adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other losses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~

76,475. 11,738,256.

0. 11,738,256. Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 11,887,943. 1 Total expenses and losses per audited financial statements ~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 68,281. 2a 2b 2c 8,194. 2d Add lines 2a through 2d ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2e Subtract line 2e from line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses not included on Form 990, Part VIII, line 7b ~~~~~~~~ 4a Other (Describe in Part XIII.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 4b Add lines 4a and 4b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4c Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) •••••••••••••••• 5

76,475. 11,811,468.

0. 11,811,468.

Part XIII Supplemental Information

Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, 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.

PART V, LINE 4: INTEREST EARNED ON THE INVESTED BALANCE IS TO BE USED TO SUPPORT THE GENERAL OPERATIONS OF THE INSTITUTE.

PART X, LINE 2: IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) RELEASED FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED DECEMBER 31, 2012, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER Schedule D (Form 990) 2012

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24 2012.04030 JANE GOODALL INSTITUTE FOR

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Schedule D (Form 990) 2012 Part XIII Supplemental Information (continued)

94-2474731

Page 5

RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED.

PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOAL OF ASSETS INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 7D.

PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOAL OF ASSETS INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 7D.

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Schedule D (Form 990) 2012

25 2012.04030 JANE GOODALL INSTITUTE FOR

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SCHEDULE F (Form 990)

Statement of Activities Outside the United States | Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. | Attach to Form 990. | See separate instructions.

Department of the Treasury Internal Revenue Service

Name of the organization

OMB No. 1545-0047

2012

Open to Public Inspection Employer identification number

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Part I General Information on Activities Outside the United States. Complete if the organization answered "Yes" 1

2 3

to Form 990, Part IV, line 14b. 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? ~~

Yes

No

For grantmakers. Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the United States. Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.) (a) Region (b) Number of (c) Number of (d) Activities conducted in region (e) If activity listed in (d) (f) Total employees, expenditures offices (by type) (e.g., fundraising, program is a program service, agents, and for and in the region services, investments, grants to describe specific type independent investments contractors recipients located in the region) of service(s) in region in region in region

SUB-SAHARAN AFRICA

5

201 PROGRAM SERVICES

5 201 3 a Sub-total ~~~~~~ b Total from continuation 0 0 sheets to Part I ~~~ c Totals (add lines 3a 5 201 and 3b) •••••• LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.

JGI'S PROGRAM WORK IN EAST AFRICA INVOLVES PROTECTING CHIMPANZEES AND THEIR HABITAT, AS

SEE PART V FOR COLUMN (E) DESCRIPTIONS

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5,747,730.

5,747,730. 0. 5,747,730. Schedule F (Form 990) 2012

26 2012.04030 JANE GOODALL INSTITUTE FOR

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731 Schedule F (Form 990) 2012 Part II Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to 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

2 3

(b) IRS code section and EIN (if applicable)

(c) Region

(g) Amount of (e) Amount (f) Manner of non-cash of cash grant cash disbursement assistance

(d) Purpose of grant

(h) Description of non-cash assistance

Page 2

(i) Method of valuation (book, FMV, appraisal, other)

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 ~~~~~~~~~~~~~~~~~~~~~~~ | Enter total number of other organizations or entities ••••••••••••••••••••••••••••••••••••••••••••• | Schedule F (Form 990) 2012

232072 12-10-12

27


JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731 Schedule F (Form 990) 2012 Part III Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16. Part III can be duplicated if additional space is needed. (c) Number of (d) Amount of (e) Manner of (f) Amount of (g) Description of (a) Type of grant or assistance (b) Region recipients cash grant cash disbursement non-cash non-cash assistance assistance

Page 3

(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2012 232073 12-10-12

28


JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Schedule F (Form 990) 2012 Part IV Foreign Forms 1

2

3

4

5

6

94-2474731

Page 4

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) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Yes

X

No

Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to 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) [[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[[

Yes

X

No

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) ~~~~~~~~~~~~~~~~~~~~~~~~~~~

Yes

X

No

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) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Yes

X

No

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) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Yes

X

No

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 file Form 5713, International Boycott Report. (see Instructions for Form 5713) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Yes

X

No

Schedule F (Form 990) 2012

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29 2012.04030 JANE GOODALL INSTITUTE FOR

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Schedule F (Form 990) 2012 Part V Supplemental Information

94-2474731

Page 5

Complete this part to 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.

PART I, LINE 3, COLUMN (E): REGION: SUB-SAHARAN AFRICA (E) SPECIFIC TYPES OF SERVICES IN REGION: JGI'S PROGRAM WORK IN EAST AFRICA INVOLVES PROTECTING CHIMPANZEES AND THEIR HABITAT, AS HELPING LOCAL POPULATIONS ADDRESS BASIC NEEDS SO THEY CAN BECOME PARTNERS IN THE CONSERVATION EFFORT. SPECIFIC ACTIVITIES INCLUDE RESEARCH, REFORESTATION, AND REGENERATION OF FORESTS, AGRICULTURAL PROJECTS, WOMEN AND GIRLS' EDUCATION, HEALTH AND HIV/AIDS CLINICS, WATER AND SANITATION PROJECTS, MICRO-CREDIT AND A HIGHLY EFFECTIVE PROGRAM TO EMPOWER YOUTH OF ALL AGES TO BETTER THEIR ENVIRONMENT AND COMMUNITIES.

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Schedule F (Form 990) 2012

30 2012.04030 JANE GOODALL INSTITUTE FOR

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Supplemental Information Regarding Fundraising or Gaming Activities

SCHEDULE G (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service

Name of the organization

2012

Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19, Open To Public or if the organization entered more than $15,000 on Form 990-EZ, line 6a. Inspection | Attach to Form 990 or Form 990-EZ. | See separate instructions. JANE GOODALL INSTITUTE FOR WILDLIFE Employer identification number

RESEARCH EDUCATION AND CONSERVATION Part I

OMB No. 1545-0047

94-2474731

Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.

1 Indicate whether the organization raised funds through any of the following activities. Check all that apply. a X Mail solicitations e X Solicitation of non-government grants X b Internet and email solicitations f X Solicitation of government grants X c Phone solicitations g X Special fundraising events X d In-person solicitations 2 a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or X Yes key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? b If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. (i) Name and address of individual or entity (fundraiser)

COMNET MARKETING GROUP - 1214 STOWE AVE, MEDFORD, OR 97501 PUBLIC INTEREST COMMUNICATIONS - 7700 DONOR SERVICES GROUP - 11500 W OLYMPIC BLVD, LOS ANGELES, GORDON & SCHWENKMEYER INC. 360 NORTH SEPULVEDA BLVD. , YOUR VOICE MEDIA - 685 MARKET STREET , SAN FRANCISCO, CA

(ii) Activity

TELEMARKETING

(iii) Did fundraiser have custody or control of contributions? Yes

No

(v) Amount paid (iv) Gross receipts to (or retained by) fundraiser from activity listed in col. (i)

No

(vi) Amount paid to (or retained by) organization

X

56,284.

53,148.

3,136.

TELEMARKETING

X

35,650.

41,029.

-5,379.

TELEMARKETING

X

29,546.

31,409.

-1,863.

TELEMARKETING

X

20,439.

10,865.

9,574.

TELEMARKETING

X

1,452.

4,428.

-2,976.

143,371. 140,879. Total •••••••••••••••••••••••••••••••••••••• | 3 List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

2,492.

AR,CA,CT,GA,HI,IL,KY,ME,MD,MA,MI,MN,MS,NJ,NM,NY,OK,OR,PA,RI,TN,TX,UT,WA,VA WV

LHA Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

SEE PART IV FOR CONTINUATIONS

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Schedule G (Form 990 or 990-EZ) 2012

31 2012.04030 JANE GOODALL INSTITUTE FOR

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94-2474731 Page 2 Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000

Schedule G (Form 990 or 990-EZ) 2012

Direct Expenses

Revenue

Part II

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000. (a) Event #1 (b) Event #2 (c) Other events (d) Total events NONE (add col. (a) through AFRICA TRIP CRANE TRIP col. (c)) (event type) (event type) (total number)

1

Gross receipts ~~~~~~~~~~~~~~

221,823.

62,700.

284,523.

2

Less: Contributions ~~~~~~~~~~~

168,823.

43,737.

212,560.

3

Gross income (line 1 minus line 2) ••••

53,000.

18,963.

71,963.

4

Cash prizes ~~~~~~~~~~~~~~~

5

Noncash prizes ~~~~~~~~~~~~~

6

Rent/facility costs ~~~~~~~~~~~~

7

Food and beverages

8 9 10 11

Part

~~~~~~~~~~

Entertainment ~~~~~~~~~~~~~~ 53,000. 16,147. Other direct expenses ~~~~~~~~~~ Direct expense summary. Add lines 4 through 9 in column (d) ~~~~~~~~~~~~~~~~~~~~~~~~ | Net income summary. Combine line 3, column (d), and line 10••••••••••••••••••••••••• | III Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than

(

69,147. 69,147.) 2,816.

Direct Expenses

Revenue

$15,000 on Form 990-EZ, line 6a. (b) Pull tabs/instant bingo/progressive bingo

(a) Bingo

(d) Total gaming (add col. (a) through col. (c))

(c) Other gaming

1

Gross revenue ••••••••••••••

2

Cash prizes ~~~~~~~~~~~~~~~

3

Noncash prizes ~~~~~~~~~~~~~

4

Rent/facility costs ~~~~~~~~~~~~

5

Other direct expenses ••••••••••

6

Volunteer labor ~~~~~~~~~~~~~

7

Direct expense summary. Add lines 2 through 5 in column (d) ~~~~~~~~~~~~~~~~~~~~~~~~ |

8

Net gaming income summary. Combine line 1, column d, and line 7

Yes No

%

Yes No

%

Yes No

%

(

••••••••••••••••••••• |

9 Enter the state(s) in which the organization operates gaming activities: a Is the organization licensed to operate gaming activities in each of these states? ~~~~~~~~~~~~~~~~~~~~ b If "No," explain:

10 a Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? ~~~~~~~~~ b If "Yes," explain:

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)

Yes

No

Yes

No

Schedule G (Form 990 or 990-EZ) 2012

32 2012.04030 JANE GOODALL INSTITUTE FOR

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731 Page 3 Schedule G (Form 990 or 990-EZ) 2012 11 Does the organization operate gaming activities with nonmembers?~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No 12 Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No 13 Indicate the percentage of gaming activity operated in: a The organization's facility ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13a % b An outside facility ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13b % 14 Enter the name and address of the person who prepares the organization's gaming/special events books and records: Name | Address | Yes

15 a Does the organization have a contract with a third party from whom the organization receives gaming revenue? ~~~~~~ b If "Yes," enter the amount of gaming revenue received by the organization | $ of gaming revenue retained by the third party | $ . c If "Yes," enter name and address of the third party:

No

and the amount

Name | Address | 16 Gaming manager information: Name | Gaming manager compensation | $ Description of services provided |

Director/officer

Employee

Independent contractor

17 Mandatory distributions: a Is the organization required under state law to make charitable distributions from the gaming proceeds to Yes No retain the state gaming license? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization's own exempt activities during the tax year | $ Part IV Supplemental Information. Complete this part to provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).

SCHEDULE G, PART I, LINE 2B, LIST OF TEN HIGHEST PAID FUNDRAISERS:

(I) NAME OF FUNDRAISER: COMNET MARKETING GROUP (I) ADDRESS OF FUNDRAISER: 1214 STOWE AVE, MEDFORD, OR

97501

(I) NAME OF FUNDRAISER: PUBLIC INTEREST COMMUNICATIONS (I) ADDRESS OF FUNDRAISER: 7700 LEESBURG PIKE , FALLS CHURCH, VA

22043

(I) NAME OF FUNDRAISER: DONOR SERVICES GROUP 232083 01-07-13

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Schedule G (Form 990 or 990-EZ) 2012

33 2012.04030 JANE GOODALL INSTITUTE FOR

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JANE GOODALL INSTITUTE FOR WILDLIFE Schedule G (Form 990 or 990-EZ) 2012 RESEARCH EDUCATION AND CONSERVATION Part IV Supplemental Information (continued)

94-2474731

(I) ADDRESS OF FUNDRAISER: 11500 W OLYMPIC BLVD, LOS ANGELES, CA

Page 4

90064

(I) NAME OF FUNDRAISER: GORDON & SCHWENKMEYER INC. (I) ADDRESS OF FUNDRAISER: 360 NORTH SEPULVEDA BLVD. , EL SEGUNDO, CA

90245

(I) NAME OF FUNDRAISER: YOUR VOICE MEDIA (I) ADDRESS OF FUNDRAISER: 685 MARKET STREET , SAN FRANCISCO, CA

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94105

Schedule G (Form 990 or 990-EZ) 2012

34 2012.04030 JANE GOODALL INSTITUTE FOR

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SCHEDULE J (Form 990) Department of the Treasury Internal Revenue Service

For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees | Complete if the organization answered "Yes" to Form 990, Part IV, line 23. | Attach to Form 990. | See separate instructions.

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Questions Regarding Compensation

Name of the organization

Part I

Compensation Information

OMB No. 1545-0047

2012

Open to Public Inspection Employer identification number

94-2474731

Yes

No

1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items. First-class or charter travel Housing allowance or residence for personal use X Payments for business use of personal residence Travel for companions Tax indemnification and gross-up payments Health or social club dues or initiation fees Discretionary spending account Personal services (e.g., maid, chauffeur, chef) 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 ~~~~~~~~~~~ 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ~~~~~~~~~~~~~~~~~~~~~ 3

1b

X

2

X

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. Compensation committee Written employment contract X Compensation survey or study Independent compensation consultant X Approval by the board or compensation committee Form 990 of other organizations

During the year, did any person listed in 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Participate in, or receive payment from, a supplemental nonqualified retirement plan? ~~~~~~~~~~~~~~~~~~~~ c Participate in, or receive payment from, an equity-based compensation arrangement?~~~~~~~~~~~~~~~~~~~~ If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

4

4a 4b 4c

X

X X

Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9. For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of: X 5a a The organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ X 5b b Any related organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to line 5a or 5b, describe in Part III. 6 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of: X 6a a The organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ X 6b b Any related organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to line 6a or 6b, describe in Part III. 7 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments X 7 not described in lines 5 and 6? If "Yes," describe in Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the X 8 initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe in Part III ~~~~~~~~~~~ 9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in 9 Regulations section 53.4958-6(c)? ••••••••••••••••••••••••••••••••••••••••••••• LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2012 5

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731 Schedule J (Form 990) 2012 Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

Page 2

For each individual whose compensation must be reported in 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. (B) Breakdown of W-2 and/or 1099-MISC compensation (i) Base compensation

(A) Name and Title

(1) MARY HUMPHREY CEO (2) RICHARD HAYS EVP FINANCE (3) ALEXANDRA THORNTON EVP POLICY & OPERATIONS (4) EDUARDO HERNANDEZ-SALAZAR VP AFRICA PROGRAMS

232112 12-12-12

(i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii) (i) (ii)

155,804. 0. 137,866. 0. 147,056. 0. 128,711. 0.

(ii) Bonus & incentive compensation

0. 0. 0. 0. 0. 0. 0. 0.

(iii) Other reportable compensation

0. 0. 24,615. 0. 0. 0. 0. 0.

36

(C) Retirement and other deferred compensation

7,790. 0. 8,124. 0. 7,353. 0. 6,436. 0.

(D) Nontaxable benefits

2,447. 0. 22,000. 0. 2,447. 0. 22,000. 0.

(E) Total of columns (F) Compensation (B)(i)-(D) reported as deferred in prior Form 990

166,041. 0. 192,605. 0. 156,856. 0. 157,147. 0.

0. 0. 0. 0. 0. 0. 0. 0.

Schedule J (Form 990) 2012


Schedule J (Form 990) 2012 Part III Supplemental Information

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731

Page 3

Complete this part to 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.

PART I, LINE 1A: JANE GOODALL RECEIVES PAYMENTS FOR THE USE OF HER HOUSE IN DAR. PART I, LINE 4A: RICHARD HAYS RECEIVED A SEVERANCE PAYMENT OF $24,615 DURING THE FISCAL YEAR.

Schedule J (Form 990) 2012 232113 12-10-12

37


SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service

Name of the organization

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. | Attach to Form 990 or 990-EZ.

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

OMB No. 1545-0047

2012

Open to Public Inspection Employer identification number

94-2474731

FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THROUGH RESEARCH, PUBLIC EDUCATION AND ADVOCACY; AND CREATE A WORLDWIDE NETWORK OF YOUNG PEOPLE WHO CARE DEEPLY FOR HUMANS, ANIMALS AND THE ENVIRONMENT AND WILL TAKE RESPONSIBLE ACTION TO CARE FOR THEM.

FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: OUR TANZANIAN ROOTS & SHOOTS YOUTH PROGRAM.

FINALLY, IN THE U.S., JGI

LENDS PUBLIC EDUCATION AND ADVOCACY SUPPORT TO ORGANIZATIONS SEEKING TO ADDRESS THE WELFARE OF CAPTIVE CHIMPANZEES KEPT AS PETS AND FOR ENTERTAINMENT AND MEDICAL TESTING.

FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: HABITATS.

FORM 990, PART V, LINE 4B, LIST OF FOREIGN COUNTRIES: UGANDA, TANZANIA, CONGO, DEM REP, GUINEA

FORM 990, PART VI, SECTION B, LINE 11: 1. SENIOR MANAGEMENT OF THE ORGANIZATION IS RESPONSIBLE FOR THE TIMELY PREPARATION OF THE 990. 2. THE COMPLETED FORM 990 WAS PROVIDED TO THE AUDIT/GOVERNANCE COMMITTEE OF THE BOARD SUFFICIENTLY IN ADVANCE OF THE FILING DEADLINE TO ENABLE A DETAILED AND CONSCIENTIOUS REVIEW BY ALL MEMBERS OF THE COMMITTEE. ALL QUESTIONS, CONCERNS, ETC. OF THE FINANCE COMMITTEE MEMBERS WERE ADDRESSED BY THE CHIEF FINANCIAL OFFICER AND INCORPORATED INTO THE FORM 990, AS APPROPRIATE. LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. 232211 01-04-13

09241003 745960 20150

Schedule O (Form 990 or 990-EZ) (2012)

38 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


Schedule O (Form 990 or 990-EZ) (2012) Name of the organization JANE GOODALL

INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Page 2 Employer identification number

94-2474731

3. ALL MEMBERS OF THE BOARD WERE INVITED TO REVIEW THE COMPLETED FORM 990 IN ADVANCE OF THE FILING DEADLINE VIA A DEDICATED JGI WEBSITE OR SIMILAR MEANS. ALL QUESTIONS, CONCERNS, ETC. OF THE MEMBERS OF THE BOARD WERE ADDRESSED BY THE CHIEF FINANCIAL OFFICER AND INCORPORATED INTO THE FORM 990, AS APPROPRIATE. 4. AFTER ALL OF THE INPUT FROM THE BOARD AND THE AUDIT/GOVERNANCE COMMITTEE WAS APPROPRIATELY ADDRESSED, SENIOR MANAGEMENT OF THE ORGANIZATION FORWARDED A FINAL COPY TO THE BOARD AND FILED THE FINAL FORM 990. 5. A BOARD/COMMITTEE RESOLUTION IS REQUIRED IN ORDER FOR FORM 990 TO BE FILED.

FORM 990, PART VI, SECTION B, LINE 12C: ON AN ANNUAL BASIS, EACH INSTITUTE EMPLOYEE, OFFICER, DIRECTOR, FORMAL REPRESENTATIVE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SIGNS A STATEMENT THAT AFFIRMS THAT SUCH PERSON:

(A) HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THAT THE INSTITUTE IS A NON-PROFIT/CHARITABLE ORGANIZATION AND THAT, IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES THAT ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.

AFTER DISCLOSURE OF A FINANCIAL INTEREST, THE INTERESTED PERSON LEAVES THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE DISCLOSURE IS MADE TO THE PRESIDENT OF THE 232212 01-04-13

09241003 745960 20150

Schedule O (Form 990 or 990-EZ) (2012)

39 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


Schedule O (Form 990 or 990-EZ) (2012) Name of the organization JANE GOODALL

INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Page 2 Employer identification number

94-2474731

INSTITUTE, THE PRESIDENT GIVES INSTRUCTIONS TO THE INTERESTED PERSON FOR HOW THE MATTER WILL BE ADDRESSED.

PROCEDURES FOR ADDRESSING A CONFLICT OF INTEREST: (A) THE PRESIDENT OF THE INSTITUTE OR THE CHAIRPERSON OF THE BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE EXISTING OR PROPOSED TRANSACTION OR ARRANGEMENT. (B) AFTER EXERCISING DUE DILIGENCE, THE PRESIDENT OF THE INSTITUTE OR BOARD OR COMMITTEE DETERMINES WHETHER THE INSTITUTE CAN OBTAIN A MORE ADVANTAGEOUS (OR COMPARABLE) TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. (C) IF A MORE ADVANTAGEOUS (OR COMPARABLE) TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS (OR COMMITTEE MEMBERS, AS THE CASE, MAY BE), OR THE PRESIDENT OF THE INSTITUTE DETERMINES, WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE INSTITUTE'S BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE INSTITUTE AND MAKES ITS DECISION AS TO WHETHER TO MAINTAIN OR ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION.

FORM 990, PART VI, SECTION B, LINE 15A: PRIOR TO ADDRESSING THE CEO'S COMPENSATION, THE CHAIRMAN OF THE JGI BOARD OF DIRECTORS MET PERSONALLY WITH EACH MEMBER OF THE SENIOR MANAGEMENT TEAM AND CONDUCTED AN IN-PERSON REVIEW WITH THE CEO. THE GENERAL RESULTS OF THESE ACTIVITIES WERE SHARED WITH THE FULL BOARD AS PART OF THE DISCUSSION ABOUT COMPENSATION. JGI'S 232212 01-04-13

09241003 745960 20150

Schedule O (Form 990 or 990-EZ) (2012)

40 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


Schedule O (Form 990 or 990-EZ) (2012) Name of the organization JANE GOODALL

Page 2 Employer identification number

INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731

BOARD SET COMPENSATION FOR THE CEO AND THE LAST COMPENSATION REVIEW TOOK PLACE ON APRIL 11, 2012. IN ADDITION, IN 2008, JGI HIRED A CONSULTANT TO CONDUCT A SALARY COMPARABILITY STUDY OF SIMILAR ORGANIZATIONS. THIS WAS PRESENTED TO THE WHOLE STAFF AND WAS USED TO GUIDE MANAGEMENT IN DETERMINING SALARY LEVELS. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN WRITING TO OUTSIDE H.R. PERSONNEL.

MANAGERS COMPLETED SELF-EVALUATIONS. PERFORMANCE REVIEW FORMS WERE ALSO COMPLETED BY THE CEO FOR SENIOR MANAGERS AND BY MANAGERS FOR THEIR STAFF. IN-PERSON REVIEWS WERE ALSO CONDUCTED AT ALL LEVELS. COMPLETED EVALUATION FORMS ARE MAINTAINED IN THE INDIVIDUAL'S PERSONNEL FILE.

FORM 990, PART VI, LINE 17, LIST OF STATES RECEIVING COPY OF FORM 990: AR,CA,CT,GA,HI,IL,KY,ME,MD,MA,MI,MN,MS,NJ,NM,NY,OK,OR,PA,RI,TN,TX,UT,WA,VA WV

FORM 990, PART VI, SECTION C, LINE 19: JGI MAINTAINS COPIES OF THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS IN OUR OFFICE IN ARLINGTON, VIRGINIA. THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. A SUMMARY STATEMENT OF THE ORGANIZATION'S FINANCIAL POSITION IS INCLUDED IN OUR ANNUAL REPORT, WHICH IS MAILED TO OUR CONTRIBUTORS AND AVAILABLE ON OUR WEB SITE.

FORM 990, PART VII, BOARD MEMBER COMPENSATION: JANE GOODALL, A BOARD MEMBER, WAS COMPENSATED $24,848. THE COMPENSATION WAS UNRELATED TO HER POSITION AS A BOARD MEMBER.

FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: 232212 01-04-13

09241003 745960 20150

Schedule O (Form 990 or 990-EZ) (2012)

41 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


Schedule O (Form 990 or 990-EZ) (2012) Name of the organization JANE GOODALL

INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Page 2 Employer identification number

94-2474731

EXCHANGE RATE GAIN

232212 01-04-13

09241003 745960 20150

36,561.

Schedule O (Form 990 or 990-EZ) (2012)

42 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


Department of the Treasury Internal Revenue Service

Name of the organization Part I

Open to Public Inspection

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Employer identification number

94-2474731

Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.) (b) Primary activity

(c) Legal domicile (state or foreign country)

(d) Total income

(e) End-of-year assets

(f) Direct controlling entity

Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.) (a) Name, address, and EIN of related organization

THE JANE GOODALL INSTITUTE-ILLINOIS 35-2282608, 4245 N. FAIRFAX DR # 600, ARLINGTON, VA 22203

(b) Primary activity

(c) Legal domicile (state or foreign country)

TO IMPROVE COMMUNITIES IN THE GREAT LAKES REGION ILLINOIS

For Paperwork Reduction Act Notice, see the Instructions for Form 990. 232161 12-10-12

2012

| Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37. | See separate instructions. | Attach to Form 990.

(a) Name, address, and EIN (if applicable) of disregarded entity

Part II

OMB No. 1545-0047

Related Organizations and Unrelated Partnerships

SCHEDULE R (Form 990)

LHA

(d) Exempt Code section

501(C)(3)

(e) Public charity status (if section 501(c)(3))

LINE 7

(f) Direct controlling entity

(g)

Section 512(b)(13) controlled entity?

Yes

JGI

No

X

Schedule R (Form 990) 2012

43


Schedule R (Form 990) 2012 Part III

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Page 2

Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)

(a) Name, address, and EIN of related organization

Part IV

94-2474731

(b) Primary activity

(c)

Legal domicile (state or foreign country)

(d) Direct controlling entity

(e) Predominant income (related, unrelated, excluded from tax under sections 512-514)

(f) Share of total income

(g) Share of end-of-year assets

(h) Disproportionate allocations?

Yes

No

(i) (j) (k) General or Percentage Code V-UBI amount in box managing ownership 20 of Schedule partner? K-1 (Form 1065) Yes No

Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.) (a) Name, address, and EIN of related organization

232162 12-10-12

(b) Primary activity

(c) Legal domicile (state or foreign country)

44

(d) Direct controlling entity

(e) Type of entity (C corp, S corp, or trust)

(f) Share of total income

(g) Share of end-of-year assets

(h) Percentage ownership

(i)

Section 512(b)(13) controlled entity?

Yes

No

Schedule R (Form 990) 2012


Schedule R (Form 990) 2012 Part V

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731

Page 3

Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36.)

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. 1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV? a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Gift, grant, or capital contribution to related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Gift, grant, or capital contribution from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ d Loans or loan guarantees to or for related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ e Loans or loan guarantees by related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1a 1b 1c 1d 1e

f g h i j

Dividends from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sale of assets to related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Purchase of assets from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Exchange of assets with related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Lease of facilities, equipment, or other assets to related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1f 1g 1h 1i 1j

X X X X X

k l m n o

Lease of facilities, equipment, or other assets from related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Performance of services or membership or fundraising solicitations for related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Performance of services or membership or fundraising solicitations by related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sharing of paid employees with related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1k 1l 1m 1n 1o

X X X X X

p Reimbursement paid to related organization(s) for expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ q Reimbursement paid by related organization(s) for expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

1p 1q

X X

r Other transfer of cash or property to related organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ s Other transfer of cash or property from related organization(s) •••••••••••••••••••••••••••••••••••••••••••••••••••••••• 2 If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

1r 1s

X X

(a) Name of other organization

(1)

THE JANE GOODALL INSTITUTE-ILLINOIS

(b) Transaction type (a-s)

C

(c) Amount involved

Yes

X

No

X X X X

(d) Method of determining amount involved

5,450.FMV

(2) (3) (4) (5) (6) 232163 12-10-12

45

Schedule R (Form 990) 2012


Schedule R (Form 990) 2012 Part VI

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731

Page 4

Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships. (a) Name, address, and EIN of entity

(b) Primary activity

(c) (d) (e) Are all Predominant income partners sec. Legal domicile 501(c)(3) (related, unrelated, (state or foreign orgs.? excluded from tax country) under section 512-514) Yes No

(f) Share of total income

(g) Share of end-of-year assets

(h)

(i) (j) (k) Code V-UBI General or Percentage amount in box 20 managing ownership of Schedule K-1 partner? (Form 1065) Yes No Yes No Disproportionate allocations?

Schedule R (Form 990) 2012 232164 12-10-12

46


JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Schedule R (Form 990) 2012 Part VII Supplemental Information

94-2474731

Page 5

Complete this part to provide additional information for responses to questions on Schedule R (see instructions).

232165 12-10-12

09241003 745960 20150

Schedule R (Form 990) 2012

47 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


Form 8868 (Rev. 1-2013) ¥ If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II and check this box ~~~~~~~~~~ | Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868. ¥ If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1).

Part II

Type or print File by the due date for filing your return. See instructions.

Page 2

X

Additional (Not Automatic) 3-Month Extension of Time. Only file the original (no copies needed).

Name of exempt organization or other filer, see instructions

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Enter filer's identifying number, see instructions Employer identification number (EIN) or

Number, street, and room or suite no. If a P.O. box, see instructions.

1595 SPRING HILL ROAD, NO. 550

94-2474731 Social security number (SSN)

City, town or post office, state, and ZIP code. For a foreign address, see instructions.

VIENNA, VA

22182

Enter the Return code for the return that this application is for (file a separate application for each return) ~~~~~~~~~~~~~~~~~ Application Return Application Is For Code Is For Form 990 or Form 990-EZ 01 Form 990-BL 02 Form 1041-A Form 4720 (individual) 03 Form 4720 Form 990-PF 04 Form 5227 Form 990-T (sec. 401(a) or 408(a) trust) 05 Form 6069 Form 990-T (trust other than above) 06 Form 8870 STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.

0 1 Return Code 08 09 10 11 12

CHRISTINA FANNING The books are in the care of | 1595 SPRING HILL ROAD, NO. 550 - VIENNA, VA 22182 Telephone No. | 703-682-9220 FAX No. |

¥

¥ If the organization does not have an office or place of business in the United States, check this box ~~~~~~~~~~~~~~~~ | ¥ If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check this box | . If it is for part of the group, check this box | and attach a list with the names and EINs of all members the extension is for. NOVEMBER 15, 2013. 4 I request an additional 3-month extension of time until 2012 5 For calendar year , or other tax year beginning , and ending . 6 If the tax year entered in line 5 is for less than 12 months, check reason: Initial return Final return Change in accounting period 7 State in detail why you need the extension

ADDITIONAL TIME IS REQUIRED TO FILE A COMPLETE AND ACCURATE RETURN.

8a b

c

If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions. If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit and any amount paid previously with Form 8868. Balance due. Subtract line 8b from line 8a. Include your payment with this form, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions.

Signature and Verification must be completed for Part II only.

8a

$

0.

8b

$

0.

8c

$

0.

Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete, and that I am authorized to prepare this form. Signature |

Title |

CPA

Date | Form 8868 (Rev. 1-2013)

223842 01-21-13

09241003 745960 20150

48 2012.04030 JANE GOODALL INSTITUTE FOR

20150__1


TAX RETURN FILING INSTRUCTIONS CALIFORNIA FORM 199

FOR THE YEAR ENDING DECEMBER 31, 2012 ~~~~~~~~~~~~~~~~~ Prepared for

Prepared by

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 1595 SPRING HILL ROAD NO. 550 VIENNA, VA 22182 GELMAN, ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA, MD 20814-2930

Amount due or refund

NO PAYMENT REQUIRED

Make check payable to

NOT APPLICABLE

Mail tax return and check (if applicable) to

FRANCHISE TAX BOARD P.O. BOX 942857 SACRAMENTO, CA 94257-0500

Return must be mailed on or before

DECEMBER 16, 2013

Special Instructions

200941 05-01-12

THE RETURN SHOULD BE SIGNED AND DATED BY AN AUTHORIZED INDIVIDUAL.


228941 12-18-12

California Exempt Organization Annual Information Return

TAXABLE YEAR

2012

day

Calendar Year 2012 or fiscal year beginning month

FORM

year

, and ending month

day

Corporation/Organization Name

California corporation number

Address (suite, room, or PMB no.)

FEIN

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

E F G H

I

First Return ~~~~~~~~~~~~~~~~~~~ Yes Amended Return ~~~~~~~~~~~~~~~~ ¥ Yes Yes IRC Section 4947(a)(1)trust ~~~~~~~~~~~~ Final Return? ¥ Dissolved ¥ Surrendered (Withdrawn) ¥ Merged/Reorganized Enter date: ¥ Check accounting method: X Accrual (3) (1) Cash (2) Other Federal return filed? (1) ¥ 990T (2) ¥ 990(PF) (3) ¥ Sch H ( 990) Is this a group filing for the subordinates/affiliates? ~ ¥ Yes If "Yes," attach a roster. See instructions Is this organization in a group exemption? ~~~~~~ Yes If "Yes," what is the parent's name?

X X X

State

ZIP Code

VA

22182

X

No J If exempt under R&TC Section 23701d, has the organization No during the year: (1) participated in any political campaign, No or (2) attempted to influence legislation or any ballot measure, or (3) made an election under R&TC Section 23704.5 (relating to lobbying by public charities)? ~~~~~~~ ¥ If "Yes," complete and attach form FTB 3509. K Is the organization exempt under R&TC Section 23701g? ¥ If "Yes," enter the gross receipts from nonmember sources ~~~~~~~~~~~~~~~~~~~~~ $ L If organization is exempt under R&TC Section 23701d and is No exclusively religious, educational, or charitable, and is supported primarily (50% or more) by public contributions, No check box. No filing fee is required. ~~~~~~~~~ ¥ X M Is the organization a Limited Liability Company? ~~~~ ¥ N Did the organization file Form 100 or Form 109 to report taxable income? ~~~~~~~~~~~~~~~ ¥ O Is the organization under audit by the IRS or has the No IRS audited in a prior year? ~~~~~~~~~~~~~ ¥

X

Did the organization have any changes in its activities, governing instrument, articles of incorporation, or bylaws that have Yes X not been reported to the Franchise Tax Board? ~~~ ¥ If "Yes," explain, and attach copies of revised documents. Part I Complete Part I unless not required to file this form. See General Instructions B and C.

Receipts and Revenues

Expenses

Filing Fee

Sign Here

1 2 3 4

5 6 7 8 9 10 11 12 13 14 15

Gross sales or receipts from other sources. From Side 2, Part II, line 8 ~~~~~~~~~~~~~~~~ Gross dues and assessments from members and affiliates ~~~~~~~~~~~~~~~~~~~~~ STMT 1 Gross contributions, gifts, grants, and similar amounts received ~~~~~~~~~~~~~~~~~~ STMT 2 Total gross receipts for filing requirement test. Add line 1 through line 3. This line must be completed. If the result is less than $50,000, see General Instruction B ••••••• STMT 4 STMT 3 ¥ 5,031. 5 Cost of goods sold ~~~~~~~~~~~~~~~~~~~~~~ 3,267,264. 6 Cost or other basis, and sales expenses of assets sold ~~~~~~~ ¥

Yes

X

No

Yes

X

No

Yes

X

No

Yes

X

No

Yes

X

No

¥ ¥ ¥

1 2 3

4,679,008. 143,046. 10,257,644.

00 00 00

¥

4

15,079,698.

00

00 00 Total costs. Add line 5 and line 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total gross income. Subtract line 7 from line 4 •••••••••••••••••••••••••• ¥ Total expenses and disbursements. From Side 2, Part II, line 18 ~~~~~~~~~~~~~~~~~~ ¥ Excess of receipts over expenses and disbursements. Subtract line 9 from line 8 ••••••••••• ¥ Filing fee $10 or $25. See General Instruction F ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total payments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Penalties and Interest. See General Instruction J ~~~~~~~~~~~~~~~~~~~~~~~~~~ Use tax. See General Instruction K ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ Balance due. Add line 11, line 13, and line 14. Then subtract line 12 from the result •••••••••••

7 8 9 10 11 12 13 14 15

3,272,295. 11,807,403. 11,880,615. -73,212. N/A

00 00 00 00 00 00 00 00 00

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 taxpayer) is based on all information of which preparer has any knowledge. Signature of officer

Title

VICE PRESIDENT

|

Date

Preparer's signature |

Paid Preparer's Use Only

.

94-2474731

City

A B C D

year

810424

1595 SPRING HILL ROAD, NO. 550 VIENNA

199

Firm's name (or yours, if self| employed) and address

¥ Telephone

Date

¥ PTIN

Check if self-employed |

¥ FEIN

GELMAN, ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA, MD 20814-2930

May the FTB discuss this return with the preparer shown above? See instructions •••••••••••• ¥

For Privacy Notice, get form FTB 1131.

022

3651124

52-1392008 ¥ Telephone

X

(301) 951-9090 Yes

No

Form 199 C1 2012 Side 1


JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Part II

Receipts from Other Sources

Expenses and Disbursements

94-2474731

Organizations with gross receipts of more than $50,000 and private foundations regardless of amount of gross receipts - complete Part II or furnish substitute information. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

Schedule L

228951 12-18-12

95,420. Gross sales or receipts from all business activities. See instructions ~~~~~~~~~~~~~~~~~~~ ¥ 1 277,180. Interest ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 2 Dividends ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 3 Gross rents ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 4 199,718. Gross royalties ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 5 STATEMENT 5 3,262,348. Gross amount received from sale of assets (See Instructions) ~~~~~~~~~~~~~~~~~~~~~ ¥ 6 SEE STATEMENT 6 ¥ 844,342. Other income ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 4,679,008. Total gross sales or receipts from other sources. Add line 1 through line 7. Enter here and on Side 1, Part I, line 1 8 Contributions, gifts, grants, and similar amounts paid ~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 9 Disbursements to or for members ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 10 SEE STATEMENT 7 ¥ 11 540,350. Compensation of officers, directors, and trustees ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3,491,107. Other salaries and wages ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 12 26,559. Interest ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 13 209,525. Taxes ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 14 547,227. Rents ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 15 83,989. Depreciation and depletion (See instructions) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 16 SEE STATEMENT 8 6,981,858. Other Expenses and Disbursements ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 17 Total expenses and disbursements. Add line 9 through line 17. Enter here and on Side 1, Part I, line 9 ••••• 18 11,880,615. End of taxable year Balance Sheets Beginning of taxable year (a)

Assets 1 Cash ~~~~~~~~~~~~~~~~ 2 Net accounts receivable ~~~~~~~~ 3 Net notes receivable ~~~~~~~~~~ 4 Inventories ~~~~~~~~~~~~~~ 5 Federal and state government obligations 6 Investments in other bonds ~~~~~~ STMT 9 7 Investments in stock ~~~~~~~~~ 8 Mortgage loans ~~~~~~~~~~~ 9 Other investments ~~~~~~~~~~ 10 a Depreciable assets ~~~~~~~~~ b Less accumulated depreciation ~~~~

(b)

(c)

1,381,584. 784,528. 25,081. 4,964,095.

(

2,041,098. 1,339,056. )

702,042.

(

1,196,045. 397,901. )

11 Land ~~~~~~~~~~~~~~~~ STMT 10 2,619,757. 12 Other assets ~~~~~~~~~~~~~ 10,477,087. 13 Total assets ~~~~~~~~~~~~~ Liabilities and net worth 1,041,433. 14 Accounts payable ~~~~~~~~~~~ 15 Contributions, gifts, or grants payable ~~ 16 Bonds and notes payable ~~~~~~~ 17 Mortgages payable ~~~~~~~~~~ STMT 11 967,000. 18 Other liabilities ~~~~~~~~~~~~ 19 Capital stock or principle fund ~~~~~ 20 Paid-in or capital surplus. Attach reconciliation ~ 8,468,654. 21 Retained earnings or income fund ~~~~ 10,477,087. 22 Total liabilities and net worth •••••• Schedule M-1 Reconciliation of income per books with income per return Do not complete this schedule if the amount on Schedule L, line 13, column (d), is less than $50,000. 1 2 3 4 5

Net income per books ~~~~~~~~~~~~ Federal income tax ~~~~~~~~~~~~~ Excess of capital losses over capital gains ~~~ Income not recorded on books this year ~~~~ Expenses recorded on books this year not deducted in this return ~~~~~~~~~~~ 6 Total. Add line 1 through line 5 ••••••••

Side 2 Form 199 C1 2012

¥ ¥ ¥ ¥ ¥

022

-73,212.

-73,212.

7 Income recorded on books this year not included in this return. ~~~~~~~~ 8 Deductions in this return not charged against book income this year ~~~~~~~ 9 Total. Add line 7 and line 8 ~~~~~~~~ 10 Net income per return. Subtract line 9 from line 6 ••••••••

3652124

00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00

(d) ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥

2,194,908. 741,765. 41,441. 5,173,079.

798,144. ¥ ¥

¥ ¥ ¥ ¥ ¥ ¥ ¥

1,264,669. 10,214,006. 912,211.

670,584. 8,631,211. 10,214,006.

¥ ¥

-73,212.


JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 CASH CONTRIBUTIONS OF $5000 OR MORE STATEMENT 1 INCLUDED ON PART I, LINE 3 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} CONTRIBUTOR'S NAME }}}}}}}}}}}}}}}}}} US AGENCY FOR INTERNATIONAL DEVELOPMENT

CONTRIBUTOR'S ADDRESS }}}}}}}}}}}}}}}}}}}}} RONALD REGAN BUILDING WASHINGTON, DC 20523

NORWEGIAN EMBASSY

PLOT 160 MIRAMBO STREET; PO BOX 2646 DAR ES SALAAM TANZANIA

DATE OF GIFT AMOUNT }}}}}}}} }}}}}}}}}}} 12/31/12 1,695,139. 12/31/12 1,085,394.

DISNEY WORLDWIDE SERVICES PO BOX 10000 LAKE BUENA VISTA, INC. FL 32830

12/31/12

THE ARCUS FOUNDATION

402 E. MICHIGAN AVE. KALAMAZOO, MI 49007-3888

12/31/12

JGI - CANADA (CIDA)

C/O UNIVERSITY OF TORONTO MAILROOM, 563 SPADINA CRESCENT TORONTO, ONTARIO, C

12/31/12

AMERICAN ELECTRIC POWER FOUNDATION

1 RIVERSIDE PLAZA COLUMBUS, OH 43215-1655

12/31/12

THE ANNENBERG FOUNDATION

2000 AVENUE OF THE STARS SUITE 1000 LOS ANGELES, CA 90067

12/31/12

AFRICA BIODIVERISTY COLLABORATIVE GROUP

NATALIE BAILEY, ABCG COORDINATOR, ABCG, C/O WWF WASHINGTON, DC 20037

12/31/12

THE HARRY WALKER AGENCY

355 LEXINGTON AVE. NEW YORK, NY 10017-0000

12/31/12

NATIONAL INSTITUTE FOR HEALTH

9000 ROCKVILLE PIKE #10-4N22 BETHESDA, MD 20892

12/31/12

MR. ROBERT MACLENNAN

51 MADISON AVE NEW YORK, NY 10010-1603

12/31/12

EARTH SHARE

7735 OLD GEORGETOWN ROAD BETHESDA, CA 20814

12/31/12

MS. ELLEN BALAGUER

4 WARING LANE GREENWOOD VILLAGE, CO 80121-1625

12/31/12

MR. GEORGE MACRICOSTAS

P.O. BOX 348630 SACRAMENTO, CA 95834-8060

12/31/12

977,393. 500,000.

420,201. 279,087. 250,000.

203,355. 192,501. 178,034. 112,659. 97,132. 90,000. 60,000.

STATEMENT(S) 1


JANE GOODALL INSTITUTE FOR WILDLIFE RESE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} THE WANDA BOBOWSKI FUND 566 OAK ST THE WANDA BOBOWSKI FUND MOUNTAIN VIEW, CA 94041-1921

12/31/12

KEPPLER ASSOCIATES, INC.

3030 CLARENDON BLVD. 7TH FLR. ARLINGTON, VA 22201

12/31/12

DUKE CORPORATE ACCOUNTS PAYABLE

BOX 104131 DURHAM, NC 27708

12/31/12

94-2474731 }}}}}}}}}} 58,608.

A KINDER WORLD FOUNDATION 824 ROOSEVELT TRAIL #130 WINDHAM, ME 04062

12/31/12

THE TURNER FOUNDATION

133 LUCKIE ST. NW, 2ND FL. ATLANTA, GA 30303

12/31/12

AMERICAN FOUNDATION

200 PUBLIC SQ STE 2940 AMERICAN FOUNDATION CLEVELAND, OH 44114-2309

12/31/12

BAYLOR COLLEGE OF MEDICINE

ONE BAYLOR PLAZA HOUSTON, TX 77030

12/31/12

UNIVERSITY OF MARYLAND COLLEGE PARK

3101 CHESAPEAKE BLDG. COLLEGE PARK, MD 20742-3142

12/31/12

GLOBALGIVING FOUNDATION

1023 15TH ST NW GLOBALGIVING FOUNDATION WASHINGTON, DC 20005-2602

12/31/12

AMERICAN LIST COUNSEL INC.

4300 HIGHWAY 1, CN-5219 PRINCETON, NJ 08543

12/31/12

BOWANA FOUNDATION

831 PEARL ST. BOULDER, CO 80302

12/31/12

ORANGE COUNTY COMMUNITY FOUNDATION

4041 MACARTHUR BLVD. SUITE 510 NEWPORT BEACH, CA 92660

12/31/12

DR. YUE CHEN

45 W 9TH STREET NEW YORK, NY 10011

12/31/12

MS. SUE ANSCHUTZ-RODGERS

555 17TH ST DENVER, CO 80202-3941

12/31/12

NATALIE HERSHLAG

261 MADISON AVE NEW YORK, NY 10016-2303

12/31/12

MS. GWENDOLYN MEYER

PO BOX 7157 RANCHO SANTA FE, CA 92067-7157

12/31/12

ALLENE & JEROME LAPIDES FOUNDATION, INC.

P.O. BOX 8680 SANTA FE, NM 87504

12/31/12

55,500. 52,499. 52,000. 50,000.

50,000. 50,000. 50,000.

42,757. 35,623. 35,000. 35,000. 30,050. 25,000. 25,000. 25,000. 25,000.

STATEMENT(S) 1


JANE GOODALL INSTITUTE FOR WILDLIFE RESE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} MR. TOM STURGESS 295 TRAFALGAR ST. LEVEL 2 NELSON 7010

12/31/12

THE GEORGE AND FAY YOUNG FOUNDATION

14850 MONTFORT DR. STE. 269 DALLAS, TX 75254

12/31/12

THE GREENBAUM FOUNDATION

PO BOX 9910 RANCHO SANTA FE, CA 92067

12/31/12

MS. JOAN NORTON

23 BUTTERFIELD LANE STRATHAM, NH 03885

12/31/12

ROBERTA E. ASHKIN

475 PARK AVE. S FL 17 NEW YORK, NY 10016

12/31/12

THE MERLIN FOUNDATION

2863 WILLOW CREEK DR BOULDER, CO 80301-5029

12/31/12

G. LYNN SHOSTACK

101 CENTRAL PARK W # 2E NEW YORK, NY 10023-4250

12/31/12

MR. RANDALL TOLPINRUD

PO BOX 520022 SALT LAKE CITY, UT 84152-0022

12/31/12

DR. LUCY R. WALETZKY

1301 BEDFORD ROAD PLEASANTVILLE, NY 10570

12/31/12

THE JAMES H. WOODS FOUNDATION

34125-C R 352 PO BOX 21081 EDGEWARE CHRISTCHURCH 8143

12/31/12

MR. DYLAN MCCULLOUGH

380 LAFAYETTE ST. FL. 6 NEW YORK, NY 10003-6933

12/31/12

THE LINCOLN PARK ZOOLOGICAL SOCIETY

PO BOX 14903 CHICAGO, IL 60614

12/31/12

MR. JOSEPH H. DEARE

PO BOX 41629 AUSTIN, TX 78704-0028

12/31/12

MS. BETTY WHITE LUDDEN

11755 WILSHIRE BLVD., 9TH FLOOR C/O RBZ BUSINESS MANAGEMENT LOS ANGELES, CA

12/31/12

HANS MULLER

200 SOUTH BISCAYNE BOULEVARD SUITE 3050 MIAMI, FL 33131

12/31/12

JOHN R. WOODS FOUNDATION

13205 MANCHESTER RD. SAINT LOUIS, MO 63131

12/31/12

PAUL BECHTNER FOUNDATION

660 PINE ST. WINNETKA, IL 60093-2339

12/31/12

ESTATE OF JOAN CALLAHAN

10 STONY RIDGE DR. HILLSDALE, NJ 07642

12/31/12

94-2474731 }}}}}}}}}} 25,000. 25,000. 24,400. 23,000. 20,000. 20,000. 20,000. 20,000. 20,000. 20,000. 17,805. 16,454. 15,125.

15,000. 15,000. 15,000. 15,000. 14,696.

STATEMENT(S) 1


JANE GOODALL INSTITUTE FOR WILDLIFE RESE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} BRYAN W. PEASE INC. 1901 1ST AVE STE 219 SAN DIEGO, CA 92101

12/31/12

MR. RICHARD BENARON

70935 TAMARISK LN. RANCHO MIRAGE, CA 92270

12/31/12

GERLOFF FAMILY TRUST

515 78TH DR. LUBBOCK, TX 79423-1219

12/31/12

LAURIE YOUNG

34125-C R 352 DECATUR, MI 49045-9552

12/31/12

WOLFENSOHN FAMILY FOUNDATION

1350 AVE OF THE AMERICAS, STE. 2900 NEW YORK, NY 10019-4801

12/31/12

DONATE FOR A CAUSE, INC.

3701 TRAKKER TRAIL, SUITE 2J BOZEMAN, MT 59718

12/31/12

MISS LISA ALBERT

9041 PHYLLIS AVE WEST WEST HOLLYWOOD, CA 90069-4408

12/31/12

MS. ELISABETH L. BREHMER

13821 78TH RD. FLUSHING, VT 11367-3241

12/31/12

MS. HELEN S. CLAIRE

2801 NEW MEXICO AVE. NW APT. 515 WASHINGTON, DC 20007-3931

12/31/12

MS. GLADYS COFRIN

14720 NW 13TH PL NEWBERRY, FL 32669-2807

12/31/12

RESNICK FAMILY FOUNDATION, INC.

11444 W. OLYMPIC BLVD LOS ANGELES, CA 90064

12/31/12

REBECCA GAPLES

332 W AUSTIN AVE LIBERTYVILLE, IL 60048-2715

12/31/12

MAUREEN HACKETT MD

4919 ARLINGTON DR. MINNETONKA, MN 55343-8762

12/31/12

MR. JEFF HEYMAN

1919 14TH ST. STE 300 BOULDER, CO 80302-5321

12/31/12

MR. ANDREW J. HORNING

437 HIGHLAND AVE. BOULDER, CO 80302

12/31/12

THE UPLANDS FAMILY FOUNDATION

134 THE UPLANDS BERKELEY, CA 94705-2817

12/31/12

SEBA FOUNDATION

1875 HIGHSTEAD DR. MAPLE PLAIN, MN 55359

12/31/12

LEO S. GUTHMAN FUND

333 N. MICHIGAN AVE. SUITE 510 CHICAGO, IL 60601

12/31/12

94-2474731 }}}}}}}}}} 13,000. 12,500. 12,431. 12,000. 11,000. 10,091. 10,000. 10,000. 10,000. 10,000. 10,000. 10,000. 10,000. 10,000. 10,000. 10,000. 10,000. 10,000.

STATEMENT(S) 1


JANE GOODALL INSTITUTE FOR WILDLIFE RESE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} THE GEORGE L. SHIELDS 11140 ROCKVILLE PIKE STE. 620 FOUNDATION, INC. ROCKVILLE, MD 20852

12/31/12

MS. SANDRA J. MOSS

7325 21ST AVE. NW SEATTLE, WA 98117-5624

12/31/12

JOYCE PROJECT

1055 BROADWAY STE. 130 C/O GREATER KANSAS CITY COMMUNITY FOUNDATION KANSAS C

12/31/12

SEAN SCULLY

447 W 17TH ST NEW YORK, NY 10011

12/31/12

BRENDA SHERIDAN

842 CAL COVE DR. FORT MYERS, FL 33919

12/31/12

LYNNE SIRPOLAIDIS

16 LYNN RD ENGLEWOOD, CO 80113

12/31/12

MRS. DIANE K SMITH

1523 CREST DR. ENCINITAS, CA 92024-5210

12/31/12

MR. THOMAS C VERNON

845 11TH ST. BOULDER, CO 80302-7514

12/31/12

MRS. MOLLIE WILLIFORD

3224 E 73RD ST TULSA, OK 74136-5927

12/31/12

THE JOHN W. CARSON FOUNDATION

16000 VENTURA BLVD. STE. 900 C/O GETTLESON, WITZER & O'CONNOR ENCINO, CA 914

12/31/12

ANNA & JOHN J. SIE FOUNDATION

3300 EAST 1ST AVE. #390 DENVER, CO 80206

12/31/12

BARBRI INC.

9400 NORTH CENTRAL EXPY STE. 613 DALLAS, TX 75231

12/31/12

THE ANTHONY CERAMI & ANN DUNNE FOUNDATION FOR WORLD HEALTH

812 VISTA WAY C/O THE HALEY LAW GROUP DEPTFORD, NJ 08096

12/31/12

HOUSTON ZOO, INC.

1513 N MACGREGOR DR HOUSTON, TX 77030-1603

12/31/12

ANONYMOUS

ONE WINTHROP SQUARE BOSTON FINANCIAL MNGMT INC BOSTON, MA 2110

12/31/12

EOS FOUNDATION

PO BOX 121938 FORT WORTH, TX 76121

12/31/12

CHEVRON

1400 SMITH STREET ROOM 09-164 HOUSTON, TX 77002

12/31/12

94-2474731 }}}}}}}}}} 10,000. 10,000.

10,000. 10,000. 10,000. 10,000. 10,000. 10,000. 10,000.

10,000. 10,000. 10,000.

10,000. 9,158.

8,220. 8,000. 8,000.

STATEMENT(S) 1


JANE GOODALL INSTITUTE FOR WILDLIFE RESE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} MS. ELIZABETH VAN VLECK 711 W. GRAVERS LANE PHILADELPHIA, PA 19118-4140

12/31/12

MR. FREDERICK BEAR

3000 HOLIDAY PARK DR MERRICK, NY 11566-4825

12/31/12

SOAR FOUNDATION

2708 IRVING AVE S MINNEAPOLIS, MN 55408

12/31/12

GREEN MOUNTAIN COFFEE ROASTERS

33 COFFEE LANE WATERBURY, MD 05676

12/31/12

THE WALT DISNEY COMPANY FOUNDATION

500 SOUTH BUENA VISTA STREET BURBANK, CA 91521-6441

12/31/12

THE NATURE CONSERVANCY

4245 FAIRFAX DR ARLINGTON, VA 22203-1637

12/31/12

MS. JOAN POOR

1002 10TH AVE. N. EDMONDS, WA 98020

12/31/12

HARVARD UNIVERSITY

79 GARDEN ST CAMBRIDGE, MA 02138-1423

12/31/12

MS. JANICE P. FARRELL

4730 THACKERAY PL NE SEATTLE, WA 98105-4846

12/31/12

SO HUM FOUNDATION

4894 LONE MOUNTAIN RD., #170 LAS VEGAS, NV 89130

12/31/12

MR. DAVID MIDDLETON

1399 RAYMOND RD. KANGAROO GROUND DANBY, VT 05739

12/31/12

FIDELITY CHARITABLE GIFT FUND

PO BOX 770001 CINCINNATI, OH 45277-0053

12/31/12

CHEVRON HUMANKIND MATCHING GIFT PROGRAM

PO BOX 2160 PRINCETON, NJ 08543

12/31/12

THEO CHOCOLATE, INC.

3400 PHINNEY AVE. N. SEATTLE, WA 98103

12/31/12

ELLEN GALLAGHER

121 GARDEN ST CRANFORD, NJ 07016-2505

12/31/12

MS. LINDA GIBBONEY

16715 VANOWEN ST APT A VAN NUYS, CA 91406-4636

12/31/12

THE MARIANNE H. HALLE 1180 W. PEACHTREE ST NW STE ANIMAL SUPPORT FOUNDATION 2300 ATLANTIC CENTER PLAZA ATLANTA, GA 30309

12/31/12

WAYNE MARTINSON

12/31/12

549 CORTEZ ST SALT LAKE CITY, UT 84103-2122

94-2474731 }}}}}}}}}} 7,800. 7,500. 7,500. 7,397. 7,325. 7,280. 7,100. 7,002. 7,000. 7,000. 6,450. 6,280. 6,180. 6,084. 6,000. 6,000.

6,000. 6,000.

STATEMENT(S) 1


JANE GOODALL INSTITUTE FOR WILDLIFE RESE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} MS. TERESA A. TALBOTT 18654 CHAPARRAL DR. PENN VALLEY, CA 95946

12/31/12

THE ESTATE OF DOROTHY I. EDWARDS

6034 S PENNSYLVANIA AVE. CUDAHY, WI 53110

12/31/12

CALIFORNIA COMMUNITY FOUNDATION

221 S FIGUEROA ST CALIFORNIA COMMUNITY FOUNDATION LOS ANGELES, CA 90012-2524

12/31/12

37TH STREET FOUNDATION INC

15906 LAYTON CT. TAMPA, FL 33647

12/31/12

CONOCOPHILLIPS

600 N DAIRY ASHFORD ST P.O. BOX 2197 HOUSTON, TX 77079-1175

12/31/12

1140 CONNECTICUT AVE NW STE 700 NETWORK FOR GOOD WASHINGTON, DC 20036-4011

12/31/12

ALLEGRO COFFEE COMPANY

12799 CLAUDE COURT BUILDING B, DOCK 4 DENVER, CO 80241

12/31/12

WILD INDIGO

296 CANYONSIDE DR BOULDER, CO 80302-9729

12/31/12

THE LUMINESCENCE FOUNDATION

2125 HATCHERS MILL ROAD MIDDLEBURG, VA 20115

12/31/12

MRS. LINDA BUKOWSKI

PO BOX 1189 SAN PEDRO, CA 90733-1189

12/31/12

MS. CAROLYN BURGH

PO BOX 1264 BREAUX BRIDGE, LA 70517-1264

12/31/12

MR. YVON CHOUINARD

259 W. SANTA CLARA ST. VENTURA, CA 93001-2545

12/31/12

CLIF BAR, INC.

1451 66TH STREET EMERYVILLE, CA 94608

12/31/12

MS. POGO DAVIS

5418 TUPPER LAKE DRIVE APT 30 2930 WETMORE AVE HOUSTON, TX 77056-1625

12/31/12

THE BANKY LAROCQUE FOUNDATION

PO BOX 5596 SANTA MONICA, CA 90409-5596

12/31/12

ANN AND GORDON GETTY FOUNDATION

1 EMBARCADERO CTR STE 1050 SAN FRANCISCO, CA 94111-3698

12/31/12

CLOVIS FOUNDATION

650 DUNDEE RD. STE. 456 NORTHBROOK, IL , IL 60062

12/31/12

NETWORK FOR GOOD

94-2474731 }}}}}}}}}} 6,000. 5,865.

5,812. 5,800.

5,150.

5,060. 5,009. 5,000. 5,000. 5,000. 5,000. 5,000. 5,000.

5,000. 5,000. 5,000. 5,000.

STATEMENT(S) 1


JANE GOODALL INSTITUTE FOR WILDLIFE RESE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} MS. SUE HENRY 5179 37TH RD N ARLINGTON, VA 22207-1825

12/31/12

MRS. JACQUELINE KEHLE

PO BOX 486 # 1416 WOODY CREEK, CO 81656

12/31/12

MR. & MRS. DAVID S. LITMAN

10710 STRAIT LN DALLAS, TX 75229-5427

12/31/12

STARZ ENTERTAINMENT LLC

8900 LIBERTY CIR. ENGLEWOOD, CO 80112

12/31/12

MR. DAVID L. PACE

702 LONE CIR V118 SAN ANTONIO, TX 78260-6412

12/31/12

MR. & MRS. ARNOLD TRAVIS

727 HOLMBY AVE LOS ANGELES, CA 90024-3319

12/31/12

ART BY VAL WARNER

3770 THORSON DR. PLACERVILLE, CA 95667-7806

12/31/12

THE MANAAKI FOUNDATION

10 SOUTH DEARBORN STREET FLOOR 11 CHICAGO, IL 60303

12/31/12

THE WHITE PINE FUND

500 GRANT ST. STE. 3750 BNY MELLON WEALTH MANAGEMENT PITTSBURGH, PA 15258

12/31/12

1670 WHITEHORSE HAMILTON SQUARE RD. C/O KLATZKIN & COMPANY HAMILTON, NJ 0865

12/31/12

WHITNEY CHARITABLE FOUNDATION

TOTAL INCLUDED ON LINE 3

94-2474731 }}}}}}}}}} 5,000. 5,000. 5,000. 5,000. 5,000. 5,000. 5,000. 5,000.

5,000.

5,000. }}}}}}}}}}} 7,794,406. ~~~~~~~~~~~

STATEMENT(S) 1


JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 NONCASH CONTRIBUTIONS OF $5000 OR MORE STATEMENT 2 INCLUDED ON PART I, LINE 3 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} CONTRIBUTOR'S NAME }}}}}}}}}}}}}}}}}} MS. THERESE MILLER

CONTRIBUTOR'S ADDRESS }}}}}}}}}}}}}}}}}}}}} 96 BROADWAY APT. 105 BOSTON, MA 02116-5494

PROPERTY DESCRIPTION DATE OF GIFT FMV OF GIFT AMOUNT OF GIFT }}}}}}}}}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} 73 SHARES OF PHILIP MORRIS STOCK 12/31/12 5,901. 5,901. }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}}}}} TOTAL INCLUDED ON LINE 3 5,901. ~~~~~~~~~~~~~~

STATEMENT(S) 2


JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 COST OF GOODS SOLD STATEMENT 3 INCLUDED ON PART I, LINE 5 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} COST OF GOODS SOLD 1.

INVENTORY AT BEGINNING OF YEAR . . . . . . .

2. 3. 4. 5. 6.

MERCHANDISE PURCHASED. COST OF LABOR. . . . . MATERIALS AND SUPPLIES OTHER COSTS. . . . . . ADD LINES 1 THROUGH 5

7.

INVENTORY AT END OF YEAR . . . . . . . . . .

8.

COST OF GOODS SOLD (LINE 6 LESS LINE 7)

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. . . . .

. .

}}}}}}}}}}}}}}

5,031

5,031 }}}}}}}}}}}}}} }}}}}}}}}}}}}} 5,031 ~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

STATEMENT(S) 3


JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 COST OF GOODS SOLD - OTHER COSTS STATEMENT 4 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} COST OF GOODS SOLD TOTAL INCLUDED ON FORM 199, PART I, LINE 5

AMOUNT }}}}}}}}}}}}}} 5,031. }}}}}}}}}}}}}} 5,031. ~~~~~~~~~~~~~~

STATEMENT(S) 4


JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 GROSS AMOUNT FROM SALE OF ASSETS STATEMENT 5 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} SALES OF INVESTMENTS

DATE ACQUIRED }}}}}}}}

DATE SOLD }}}}}}}}

METHOD ACQUIRED }}}}}}}}} PURCHASED

COST OR EXPENSE GROSS OTHER BASIS DEPREC. OF SALE SALES PRICE }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}} }}}}}}}}}}} 3,259,070. 0. 0. 3,262,348. }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DATE DATE METHOD DESCRIPTION ACQUIRED SOLD ACQUIRED }}}}}}}}}}} }}}}}}}} }}}}}}}} }}}}}}}}} DISPOSAL OF ASSETS PURCHASED COST OR EXPENSE GROSS OTHER BASIS DEPREC. OF SALE SALES PRICE }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}} }}}}}}}}}}} 8,194. 0. 0. 0. }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}} }}}}}}}}}}} TOTAL TO FORM 199, PAGE 2, LN 6 3,267,264. 0. 0. 3,262,348. ~~~~~~~~~~~ ~~~~~~~~~~~ ~~~~~~~~~ ~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 OTHER INCOME STATEMENT 6 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} MISCELLANEOUS SPROUT SETTLEMENT REIMBURSEMENTS LECTURE TOUR/HONORARIA PROGRAM SERVICE FEES CONFERENCE FEES TOTAL TO FORM 199, PART II, LINE 7

AMOUNT }}}}}}}}}}}}}} 42,241. 250,000. 95,803. 437,501. 12,462. 6,335. }}}}}}}}}}}}}} 844,342. ~~~~~~~~~~~~~~

STATEMENT(S) 5, 6


JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 COMPENSATION OF OFFICERS, DIRECTORS AND TRUSTEES STATEMENT 7 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} NAME AND ADDRESS }}}}}}}}}}}}}}}} DONALD KENDALL 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

TITLE AND AVERAGE HRS WORKED/WK }}}}}}}}}}}}}}}}}}}}} CO-CHAIR 5.00

COMPENSATION }}}}}}}}}}}} 0.

JOHN SILVER 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

CO-CHAIR

ADDISON FISCHER 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

VICE CHAIR 5.00

0.

BRIAN GRAFF 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

TREASURER 5.00

0.

KATHERINE BERGER 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

SECRETARY 5.00

0.

JANE GOODALL (SEE SCHEDULE O) 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

FOUNDER

SUE ANSCHUTZ RODGERS 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

BILLY CAMPBELL 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

DANIEL CARUCCI 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

JACK DANGERMOND 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

VIVIAN LOWERY DERRYCK 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

5.00

2.00

0.

24,848.

STATEMENT(S) 7


JANE GOODALL INSTITUTE FOR WILDLIFE RESE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} CINDY MERCER BOARD MEMBER 1595 SPRING HILL ROAD, NO. 550 2.00 VIENNA, VA 22182

94-2474731 }}}}}}}}}} 0.

POGO DAVIS 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

ALLENE LAPIDES 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

CHASE PICKERING 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

DAVID SHEAR 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

SHELBY JEAN SLOAN 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

BETH STEVENS 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

HEATHER STURGESS 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

BILLY WEISMAN 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

BOARD MEMBER 2.00

0.

MARY HUMPHREY 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

CEO

RICHARD HAYS 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

EVP FINANCE 40.00

192,605.

ALEXANDRA THORNTON 1595 SPRING HILL ROAD, NO. 550 VIENNA, VA 22182

EVP POLICY & OPERATIONS 40.00

156,856.

TOTAL TO FORM 199, PART II, LINE 11

40.00

166,041.

}}}}}}}}}}}} 540,350. ~~~~~~~~~~~~

STATEMENT(S) 7


JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 OTHER EXPENSES STATEMENT 8 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} FIELD EXPENSE DIRECT MAIL EQUIP. REPAIRS & MAINT. DATABASE MANAGEMENT DIRECT EXPENSES OF FUNDRAISING EVENTS PENSION PLAN CONTRIBUTIONS OTHER EMPLOYEE BENEFITS LEGAL FEES ACCOUNTING FEES PROFESSIONAL FUNDRAISING FEES INVESTMENT MANAGEMENT FEES OTHER PROFESSIONAL FEES ADVERTISING AND PROMOTION OFFICE EXPENSES TRAVEL CONFERENCES AND CONVENTIONS INSURANCE ALL OTHER EXPENSES TOTAL TO FORM 199, PART II, LINE 17

AMOUNT }}}}}}}}}}}}}} 1,792,283. 1,277,099. 251,763. 53,656. 69,147. 91,685. 889,846. 10,415. 122,446. 140,879. 44,074. 926,053. 7,898. 376,972. 700,914. 82,271. 45,082. 99,375. }}}}}}}}}}}}}} 6,981,858. ~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 INVESTMENTS IN STOCK STATEMENT 9 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} PUBLICLY TRADED SECURITIES TOTAL TO FORM 199, SCHEDULE L, LINE 7

BEG. OF YEAR END OF YEAR }}}}}}}}}}}}}} }}}}}}}}}}}}}} 4,964,095. 5,173,079. }}}}}}}}}}}}}} }}}}}}}}}}}}}} 4,964,095. 5,173,079. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 OTHER ASSETS STATEMENT 10 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} PLEDGES AND GRANTS RECEIVABLE PREPAID EXPENSES AND DEFERRED CHARGES TOTAL TO FORM 199, SCHEDULE L, LINE 12

BEG. OF YEAR END OF YEAR }}}}}}}}}}}}}} }}}}}}}}}}}}}} 2,416,006. 1,196,337. 203,751. 68,332. }}}}}}}}}}}}}} }}}}}}}}}}}}}} 2,619,757. 1,264,669. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~

STATEMENT(S) 8, 9, 10


JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 OTHER LIABILITIES STATEMENT 11 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} REFUNDABLE ADVANCE LINE OF CREDIT TOTAL TO FORM 199, SCHEDULE L, LINE 18

BEG. OF YEAR END OF YEAR }}}}}}}}}}}}}} }}}}}}}}}}}}}} 67,000. 0. 900,000. 670,584. }}}}}}}}}}}}}} }}}}}}}}}}}}}} 967,000. 670,584. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~

STATEMENT(S) 11


TAX RETURN FILING INSTRUCTIONS CALIFORNIA FORM RRF-1

FOR THE YEAR ENDING DECEMBER 31, 2012 ~~~~~~~~~~~~~~~~~~ Prepared for

Prepared by

Mail tax return to

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 1595 SPRING HILL ROAD NO. 550 VIENNA, VA 22182 GELMAN, ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA, MD 20814-2930 REGISTRY OF CHARITABLE TRUSTS P.O. BOX 903447 SACRAMENTO, CA 94203-4470

Return must be mailed on or before

NOVEMBER 15, 2013

Special Instructions

THE RETURN SHOULD BE SIGNED AND DATED BY AN AUTHORIZED INDIVIDUAL. ENCLOSE A CHECK FOR $225 MADE PAYABLE TO ATTORNEY GENERAL'S REGISTRY OF CHARITABLE TRUSTS. INCLUDE "FORM RRF-1," THE REPORT YEAR AND THE ORGANIZATION'S STATE CHARITY REGISTRATION NUMBER AND/OR ORGANIZATION NUMBER ON THE REMITTANCE.

200082 05-01-12


MAIL TO: Registry of Charitable Trusts P.O. Box 903447 Sacramento, CA 94203-4470 Telephone: (916) 445-2021 WEB SITE ADDRESS: http://ag.ca.gov/charities/

ANNUAL REGISTRATION RENEWAL FEE REPORT TO ATTORNEY GENERAL OF CALIFORNIA

Sections 12586 and 12587, California Government Code 11 Cal. Code Regs. sections 301-307, 311 and 312 Failure to submit this report annually no later than four months and fifteen days after the end of the organization's accounting period may result in the loss of tax exemption and the assessment of a minimum tax of $800, plus interest, and/or fines or filing penalties as defined in Government Code section 12586.1. IRS extensions will be honored.

State Charity Registration Number: CT

Check if:

33753

X

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Change of address Amended report

Name of Organization

1595 SPRING HILL ROAD, NO. 550

Corporate or Organization No.

810424

Address (Number and Street)

VIENNA, VA

22182

Federal Employer I.D. No.

94-2474731

City or Town, State and ZIP Code

ANNUAL REGISTRATION RENEWAL FEE SCHEDULE (11 Cal. Code Regs. sections 301-307, 311 and 312) Make Check Payable to Attorney General's Registry of Charitable Trusts Gross Annual Revenue

Fee

Gross Annual Revenue

Fee

Gross Annual Revenue

Fee

Less than $25,000 Between $25,000 and $100,000

0 $25

Between $100,001 and $250,000 Between $250,001 and $1 million

$50 $75

Between $1,000,001 and $10 million Between $10,000,001 and $50 million Greater than $50 million

$150 $225 $300

PART A - ACTIVITIES For your most recent full accounting period (beginning 01/01/2012 11,738,256. Total assets $ Gross annual revenue $

ending 12/31/2012 10,214,006.

) list:

PART B - STATEMENTS REGARDING ORGANIZATION DURING THE PERIOD OF THIS REPORT Note: 1.

If you answer "yes" to any of the questions below, you must attach a separate sheet providing an explanation and details for each "yes" response. Please review RRF-1 instructions for information required. Yes

During this reporting period, were there any contracts, loans, leases or other financial transactions between the organization and any officer, director or trustee thereof either directly or with an entity in which any such officer, director or trustee had any financial interest?

No

X

2.

During this reporting period, was there any theft, embezzlement, diversion or misuse of the organization's charitable property or funds?

3.

During this reporting period, did non-program expenditures exceed 50% of gross revenues?

4.

During this reporting period, were any organization funds used to pay any penalty, fine or judgment? If you filed a Form 4720 with the Internal Revenue Service, attach a copy.

5.

During this reporting period, were the services of a commercial fundraiser or fundraising counsel for charitable purposes used? STMT 12 If "yes," provide an attachment listing the name, address, and telephone number of the service provider.

X

6.

During this reporting period, did the organization receive any governmental funding? If so, provide an attachment listing the SEE STATEMENT name of the agency, mailing address, contact person, and telephone number.

X

7.

During this reporting period, did the organization hold a raffle for charitable purposes? If "yes," provide an attachment indicating the number of raffles and the date(s) they occurred.

X

8.

Does the organization conduct a vehicle donation program? If "yes," provide an attachment indicating whether the program is operated by the charity or whether the organization contracts with a commercial fundraiser for charitable purposes.

X

9.

Did your organization have prepared an audited financial statement in accordance with generally accepted accounting principles for this reporting period?

Organization's area code and telephone number Organization's e-mail address

X X X

13

X

703-682-9220

CFANNING@JANEGOODALL.ORG

I declare under penalty of perjury that I have examined this report, including accompanying documents, and to the best of my knowledge and belief, it is true, correct and complete.

CHRISTINA FANNING Signature of authorized officer

229291 05-01-12

Printed Name

VICE PRESIDENT OF FINANCE Title

Date

RRF-1 (3-05)


JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM RRF-1 INFORMATION REGARDING PROFESSIONAL STATEMENT 12 FUND-RAISING SERVICES PART B, LINE 5 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DONOR SERVICES GROUP 11500 W OLYMPIC BLVD, LOS ANGELES, CA 90064 PUBLIC INTEREST COMMUNICATIONS 7700 LEESBURG PIKE, FALLS CHURCH, VA 22043 GORDON & SCHWENKMEYER 360 NORTH SEPULVEDA BLVD, EL SEGUNDO, CA 90245 COMNET MARKETING GROUP 1214 STOWE AVE, MEDFORD, OR 97501 YOUR VOICE MEDIA 685 MARKET ST., SAN FRANCISCO, CA 94105

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ STATEMENT(S) 12


JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM RRF-1 INFORMATION REGARDING GOVERNMENT FUNDING STATEMENT 13 PART B, LINE 6 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} US AGENCY FOR INTERNATIONAL DEVELOPMENT RONALD REGAN BUILDING WASHINGTON, DC 20523 NORWEGIAN EMBASSY PLOT 160 MIRAMBO STREET; PO BOX 2646 DAR ES SALAAM, TANZANIA NATIONAL INSTITUTE FOR HEALTH 9000 ROCKVILLE PIKE #10-4N22 BETHESDA, MD 20892

$1,695,139

$1,085,394

$178,034

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

STATEMENT(S) 13


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