Part I
General Information on Activities Outside the United States.
Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States.
Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization
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(b) IRS code section and EIN (if applicable) |
(c) Region |
(d) Purpose of grant |
(e) Amount of cash grant |
(f) Manner of cash disbursement |
(g) Amount of noncash assistance |
(h) Description of noncash assistance |
(i) Method of valuation (book, FMV, appraisal, other) |
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Central America and the Caribbean
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Conservation Fieldwork
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7,000 |
check
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South America
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Conservation Fieldwork
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26,238 |
check
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South America
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Conservation Fieldwork
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6,000 |
check
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South America
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Conservation Fieldwork
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6,800 |
check
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Sub-Saharan Africa
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Conservation Fieldwork
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6,000 |
wire transfer
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Sub-Saharan Africa
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Conservation Fieldwork
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6,400 |
wire transfer
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Sub-Saharan Africa
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Conservation Fieldwork
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6,991 |
wire transfer
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Sub-Saharan Africa
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Conservation Fieldwork
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7,000 |
wire transfer
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Sub-Saharan Africa
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Conservation Fieldwork
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7,000 |
wire transfer
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Sub-Saharan Africa
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Conservation Fieldwork
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7,000 |
wire transfer
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Sub-Saharan Africa
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Conservation Fieldwork
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7,000 |
wire transfer
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2 |
Enter total number of recipient organizations listed above that are recognized as charities by the foreign country,
recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter
.......
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11 |
3 |
Enter total number of other organizations or entities
.......................
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Schedule F (Form 990) 2023
Page 3
Schedule F (Form 990) 2023Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States.
Complete if the organization answered "Yes" on Form 990, Part IV, line 16.Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance |
(b) Region |
(c) Number of recipients |
(d) Amount of cash grant |
(e) Manner of cash disbursement |
(f) Amount of noncash assistance |
(g) Description of noncash assistance |
(h) Method of valuation (book, FMV, appraisal, other) |
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Conservation Fieldwork |
Sub-Saharan Africa |
2
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11,200
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wire transfer |
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Schedule F (Form 990) 2023
Page 4
Schedule F (Form 990) 2023
Page 4
1 |
Was the organization a U.S. transferor of property to a foreign corporation during the tax year?
If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property
to a Foreign Corporation (see Instructions for Form 926).
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2 |
Did the organization have an interest in a foreign trust during the tax year?
If "Yes," the organization may be required to separately file Form 3520, Annual Return to
Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or
Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see
Instructions for Forms 3520 and 3520-A; don't file with Form 990).
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3 |
Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be
required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions
for Form 5471).
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4 |
Was the organization a direct or indirect shareholder of a passive foreign investment company or a
qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621,
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing
Fund. (see Instructions for Form 8621) .
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5 |
Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization
may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865).
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6 |
Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the
organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990)..
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Schedule F (Form 990) 2023
Page 5
Schedule F (Form 990) 2023
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference |
Explanation |
Part I Line 2 |
The Society awards grants through its Chicago Board of Trade Endangered Species Fund CBT ESF. Grant proposals are reviewed by a team of three. Proposals may be endorsed by an IUCN Species Survival Committee or other major, internationally known conservation organization, the AZA/WAZA, or other major zoo organization. For any individuals/organizations who are not US Citizens/entities, the Society checks the most recent OFAC Control List of Specifically Designated and Blocked Persons as well as the Consolidated List established and maintained by the 1267 Committee with respect to Al-Qaida, Osama Bin Laden, and the Taliban and other individuals, groups, undertakings and entities associated with them. Approximately 100k is awarded each year, usually in amounts of 5000 to 7000 per grant. Final award recommendations are presented to the Board of Trustees by the CBOT Advisory Committee members. Final reports are due 1 year after the receipt of the funds along with a final accounting of the grant funds expended. In addition, other grant funds are given by the Society to major, internationally known conservation organizations in support of their general conservation mission. These contributions are determined by Society management. They are approved by the Board either as part of the annual operating budget process or as part of a periodic spending authorization from the Societys Board Designated Conservation Fund. |
Part I Line 2 contd |
The Society also holds funds raised for pangolin conservation programs. A small number of research grants are awarded from these funds each year. The grants awarded from these funds are approved by the Pangolin Consortium Group. This group is composed of staff from the Society and other like-minded institutions. The group has written grant application, awarding, tracking and reporting processes in place. All grant payments approved by the group must follow the Societys established internal procedures before payment is made. |
Part I Line 3, Col F |
, Part II Line 1, and Part III All expenditures are reported using the accrual method of accounting. |
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Schedule F (Form 990) 2023
Software ID: |
23017659 |
Software Version: |
23.1.0.0 |