Form 990-PF Department of the Treasury Internal Revenue Service For calendar year 2009, or tax G Check all that apply: C Return of Private Foundation or Section 4947 (a)(1) Nonexempt Charitable Trust Treated as a Private Foundation Note. The foundation may be able to use a copy of this return to satisfy state reporting requlrern iar beginning MAR 1 2009 , and ending FEB 2 8 Initial return LJ Initial return of a former public charity I Amended return ® Address chance Name change OMB No. 1545-OM ts. 2009 2010 Final return Use the IRS label. Otherwise , Name of foundation L INDEN TRUST FOR CONSERVATION A Employer identification number 13-3748063 print Of type . Number and street (or P.O. box number If mail Is not delivered to street address) 156 WEST 56TH STREET Roort3sulte 1100 B Telephone number 212-991-3730 See Specific Instructions . City or town, state, and ZIP code EW YORK, NY 10019 C U exemption application Is pendknp , check here D 1. Foreign organizations , check here ,.0.0 H Check type of organization : K Section 501 (c)( 3) exempt private foundation [J Section 4947 ( a )( 1 ) nonexempt charitable trust 0 Other taxable p rivate foundation 2' necWh°ere eandetach rneel vube 85 x tom' ► E if private foundation status was terminated Fair market value of all assets at end of year (from Part U, col. (c), line 16 ) ► $ 27,11 8 , 729 . J Accounting method : Cash L_J Accrual 0 Other (specify ) (Part 1, column (a) must be on cash basis.) under section 507(b )( 1)(A), check here .. F If the foundation is in a 60-manth termination under section 507 ( b )( 1 1 1 1, check here Analysis of Revenue and Expenses nine total of amounts in columns (b), (q, and (d) may not necesfeny equal the amounts In column (s).) ( a) Revenue and expenses per books (b ) Net Investment Income ( c) Adjusted net Income ( d) olsa. nenta for charitable purposes (cash basis only) 1 Contributions , gifts, grants , etc., received r 2 check if the fount♦atl nb notrntwlrud toatbch $ch.e 'r}'4 "•^K, ^^' .^' ,i+ •> ^ }:1 9 Intent on savings and temporary cash Invwtnutnts 2,536. 2 1 536 . 4 Dividends and Interest from securities 772 , 673. 772 , 673 . 5a Gross rents .....,. b Net rental Income or (loss) /.'x +'S`{^t} ^^`^r •$ :}'}Si:^`\;.>. };,,` r'^Ci'^;^ .t^,' . G.i^i{ '",+ r '.` »`^a4Sr}%%[>.,{'.p+,i"^v^,}x.44. .v.. ! m 58 Net gain or (loss) from site of assets not on line 10 - 2 , 3 30 , 0 87 {}}•s it {n},` '. S^i\ ire ^. ;r i }v `h}}.;y^P^f{Y K. ^ S[^+ `". 2f 4.tii<ka b Grose odes pace for all 8,927,939 . assets on line 6e `W`ry 7 CapIW yaln net Income (from Pert IV, line 2) 8 Not short-term capital gain }l'<f,i+ :v,. '•?} H f,}}S+'S.r+^S yr ., .A4s 9 In c o me modifica t ons. (N {i<3 ^% S, J, yC'.{,u 4^{'y,,,n ,{i``}n y Gross seta Is" returns 1 Oa and alkwai - - .^ . t } .;Y ;\ .2^^, ' > vr^ ,+r,^' °^S;`'i. v (+' ,iv `'rS• '^ f l ,, ^ :,t`,r, ,;^: 7, .^. • {#'o': Sf,n^4^ i`^ \Kr 24} jLt5{{, w w: o-r M+ } r v sA.S,^{A.J•+y `3„ .:>}.rfi'v , . b Leas Cost of goods solo . "v r,l>„K{i"•f h\f, x q,r iSx' { .ri' } v" \ J` {ih* a}h4: . rn4. }, }r.,,,,r" .•. ,1 n.{i }p'.`"^{^^ }\- ' is :, snn .,.p Fhb \rJ '.,v{ fYn w 4kv c Gross profit or ( loss) .>i 11 Other Income -22 , 816. -20 , 664 . 12 Total, Add lines 1throw thr 1 , 577 , 694. 754 1, 545. tion rep ,tees , eta 298 417 14 921. 283 496. andw es 4a 284 220. 4, 055. 280, 165 . ee f s 18 9, 68 5. 42 7 2. 18 5 413 . 0 p 42, 133. 0. 42, 133. t'%^ 2 4 0 0. 1, 2 0 0. 1 2 0 0. °-^ 357 972. 289,313. 68 659. ... 243. 243. 0. 18 Taxes, , - j 19 Depreciation and depletion 20 Occupancy . , ...... - ,,,. 150,143. 15 , 014. 135 , 129. 21 Travel, conferences , and meetings 113 , 100. 0. 113,100. a 22 Print i ng and publications , • 11,335. 0. 11 , 335. L? 23 Other expenses ,-., 40 , 138. 2 , 093. 38 , 045. 24 Total operating and administrative expenses . Add lines 13 through 23 1, 489,786. 331,111. 1, 158,675. 25 Contributions, gifts, grants paid • 2 , 178 , 289. 2 178 t 289. 25 Total expenses and disbursements. Addlines24and25 3 668 075. 331 111. 3 , 336 , 964. 27 Subtract line 26 from line 12 : Excess of revenue over expenses and disbunremente ... '''^' ' ,'x%' r;M • : nu . .c; : i, -5 245,769. ±,. F ,^y ^S :75:^^;• ^:yy3: . ^^^..:^ fT `` Tr R.}•i ,k4. i,C •. f^4 °»zs ;' x• < ' .r s`+ri a s £ '`° '" K : = ,, , `;{ ;,cw. i,'''{i,r•.}fr ^F..:v' , r\C+"' ,r ,^fM , + Nr. y.. }k,,,n ^'.<,'" ` w,•'^o' "^^i W c; : i4Y,^: i.^ ., (^ o „Y+SI' ^J,,+c .,P,pYrYLr'SI`LY{.•.`%r 3i.' rr^ rr ^' ,:. . ;1f > ay.w } a :Y? o- Yh -o-) income (if neeewa enter b N ot inv estment ;, ' ^yf } .,' x{r"r ; •r € ;< w ri 4 2 3 / 4 34 • ;}3 k \ y r wl ... }` - }^=.^nJ i..,., a n i,w..^+r } f;^;a< .Y dm rrti '.e^uY Fr +^r c Mlu sted net income o f tie •,{r,CY?„Y'M r'>`•y s.` u,." J.r { ; %l £ :' .,..Yr,,'y`ey,.,.,r:,"r" N/A {<`d'a;;`a4w> r r WAS i2_ ^o LHA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions. Form 990-PF (2009) 5
26
Embed
ReturnofPrivate Foundation ts. 2009990s.foundationcenter.org/990pf_pdf_archive/133/... · 2 Total of line 1, column (d) 2 .268733 3 Average distribution ratio for the 5-year base
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Form 990-PF
Department of the TreasuryInternal Revenue Service
For calendar year 2009, or tax
G Check all that apply:
C
Return of Private Foundationor Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private FoundationNote. The foundation may be able to use a copy of this return to satisfy state reporting requlrern
iar beginning MAR 1 2009 , and ending FEB 2 8
Initial return LJ Initial return of a former public charity
I Amended return ® Address chance Name change
OMB No. 1545-OM
ts. 20092010
Final return
Use the IRSlabel.
Otherwise ,
Name of foundation
L INDEN TRUST FOR CONSERVATION
A Employer identification number
13-3748063print
Of type .
Number and street (or P.O. box number If mail Is not delivered to street address)
156 WEST 56TH STREETRoort3sulte
1100B Telephone number
212-991-3730See SpecificInstructions .
City or town, state, and ZIP code
EW YORK, NY 10019
C U exemption application Is pendknp , check here
D 1. Foreign organizations , check here ,.0.0
H Check type of organization : K Section 501 (c)( 3) exempt private foundation
[J Section 4947 (a )( 1 ) nonexempt charitable trust 0 Other taxable p rivate foundation
2' necWh°ereeandetachrneel
vube85x tom' ►
E if private foundation status was terminatedFair market value of all assets at end of year
(from Part U, col. (c), line 16)
► $ 27,11 8 , 729 .
J Accounting method : Cash L_J Accrual
0 Other (specify )
(Part 1, column (a) must be on cash basis.)
under section 507(b )( 1)(A), check here ..
F If the foundation is in a 60-manth terminationunder section 507 (b )( 1 1 1 1, check here
Analysis of Revenue and Expensesnine total of amounts in columns (b), (q, and (d) may notnecesfeny equal the amounts In column (s).)
( a) Revenue andexpenses per books
(b ) Net InvestmentIncome
( c) Adjusted netIncome
( d) olsa. nentafor charitable purposes
(cash basis only)
1 Contributions , gifts, grants , etc., receivedr2 check if the fount♦ atl nb notrntwlrud toatbch $ch.e 'r}'4 "•^K, ^^' .^' ,i+ •> ^ }:1
9 Intent on savings and temporarycash Invwtnutnts 2,536. 2 1 536 .
4 Dividends and Interest from securities 772 , 673. 772 , 673 .
5a Gross rents .....,.
b Net rental Income or (loss)/.'x +'S`{^t} ^^`^r •$ :}'}Si: ^`\;.>.
};,,` r'^Ci'^;^.t^,'
.G.i^i{
'",+
r
'.`»`^a4Sr}%%[>.,{'.p+,i"^v^,}x.44.
.v..
!
m 58 Net gain or (loss) from site of assets not on line 10 - 2 , 3 30 , 0 87 {}}•s it {n},` '. S^i\ire
^. ;r i }v `h}}.;y^P^f{YK.
^
S[^+ `". 2f 4.tii<ka
b Grose odes pace for all 8,927,939 .assets on line 6e
`W`ry 7 CapIW yaln net Income (from Pert IV, line 2)
8 Not short-term capital gain }l'<f ,i+ :v,. '•?} H f,}}S+'S.r+^S yr ., .A4s
9 Income modificatons. (N {i<3 ^% S, J,yC'.{,u 4^{'y,,,n ,{i``}n y
Gross seta Is" returns1 Oa and alkwai - - .^ . t } .;Y ;\ .2^̂ ,
e 8,927,939. 1 1 11,258,026. -2,330,087.Complete only for assets showing gain in column ( h) and owned by t he foundation on 12/31 /69 (I) Gains ( Col (h) gain minus
(I) F M V as of 12/31/69a(1sAdjusted
off112/3 ba s isis
as( of col y)overoveer
E xc essr coll (j), if any
col (k), but not less than -0-) orLosses ( from col (h))
a
b
c
d
e -2,330,087.
2 Capital gain net income or ( net capital loss )r If gain, also enter in Part I , line 7
If (loss), enter -0- in Part I, line 7 2 -2,330,087.
3 Net short-term capital gain or ( loss) as defined in sections 1222 ( 5) and (6)If gain, also enter in Part I, line 8, column (c)If ( loss ), enter -0- in Part I line 8 3 N/A
Part V Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? 0 Yes 0 No
If 'Yes ,"the foundation does not quality under section 4940 ( e) Do not complete this part
1 Enter the appropriate amount in each column for each year , see instructions before making any entries
Base period yearsCalendar y ear ( or tax ear be innin in ) (bdistributionsAdjusted quali fy in g Net value of nonchantable - use assets
2 Total of line 1 , column (d) 2 .2687333 Average distribution ratio for the 5-year base period - divide
the foundation has been in existence if less than 5 years
the total on line 2 by 5, or by the number of years
3 . 0 5 3 7 4 7
4 Enter the net value of noncharitable -use assets for 2009 from Part X, line 5 4 26,296,281.
5 Multiply line 4 by line 3 5 1,413,346.
6 Enter 1% of net investment income ( 1% of Part I , line 27b) 6 4 , 234.
7 Add lines 5 and 6 7 1,417,580.
8 Enter qualifying distributions from Part XII , line 4 8 3,336,964.If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rateSee the Part VI instructions
923521 02-02-10 Form 990-PF (2009)3
15520114 788682 1176 2009.05020 LINDEN TRUST FOR CONSERVATI 1176
I L
Form 99b-PF (2009) LINDEN TRUST FOR CONSERVATION 13-3748063 Pag e 4
'fart VI ,' Excise Tax Based on Investment Income (Section 4940 (a), 4940 (b), 4940(e), or 4948 - see instructions)
1 a Exempt operating foundations described in section 4940(d)(2), check here ►U and enter "N/A" on line 1
Date of ruling or determination letter ( attach copy of letter it necessary -see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check here ► OX and enter 1% 1 4,234.of Part I, line 27b
c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 2 0 .
3 Add lines 1 and 2 3 4,234.4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 4 0.
5 Tax based on Investment Income . Subtract line 4 from line 3 If zero or less, enter -0- 5 4, 234.6 Credits/Payments
a 2009 estimated tax payments and 2008 overpayment credited to 2009 6a 63,031.b Exempt foreign organizations - tax withheld at source 6b
c Tax paid with application for extension of time to file (Form 8868) Sc
d Backup withholding erroneously withheld 6d
7 Total credits and payments Add lines 6a through 6d 7 63,031.
8 Enter any penalty for underpayment of estimated tax Check here if Form 2220 is attached 8
9 Tax due . If the total of lines 5 and 8 is more than line 7, enter amount owed ► 9
10 Overpayment . If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ► 10 58,797.
11 Enter the amount of line 10 to be Credited to 2010 estimated tax ► 5 8 7 9 7 . 1 Refunded ► 11 0.
Part VII-A Statements Regarding Activities1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in Yes No
any political campaign? 1 a X
b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? lb X
If the answer is "Yes" to 1 a or 1 b, attach a detailed description of the activities and copies of any materials published or
distributed by the foundation in connection with the activities.
c Did the foundation file Form 1120-POL for this year? 1 c X
d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year
(1) On the foundation ► $ 0 . (2) On foundation managers ► $ 0.
e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation
managers ► $ 0.2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 X
If "Yes, " attach a detailed description of the activities
3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or
bylaws, or other similar instruments? If "Yes, " attach a conformed copy of the changes 3 X
4a Did the foundation have unrelated business gross income of $1,000 or more during the year? 4a X
b If "Yes," has it filed a tax return on Form 990-T for this year? N/A 4b
5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X
If "Yes," attach the statement required by General Instruction T
6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either
• By language in the governing instrument, or
• By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law
remain in the governing instrument? 6 X7 Did the foundation have at least $5,000 in assets at any time during the year? 7 X
If "Yes," complete Part Il, col (c), and Part XV
8a Enter the states to which the foundation reports or with which it is registered (see instructions) ►NY
b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate)
of each state as required by General Instruction G? If "No, " attach explanation 8b X
9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar
year 2009 or the taxable year beginning in 2009 (see instructions for Part XIV)" If "Yes," complete Part XIV 9 X
10 Did any persons become substantial contributors during the tax year? if 'Yes,' attach a schedule listina their names and addresses 10 X
Form 990-PF (2009)
92353102-02.10
415520114 788682 1176 2009.05020 LINDEN TRUST FOR CONSERVATI 1176 1
Y
Form 99g-PF ( 2009 ) LINDEN TRUST FOR CONSERVATION 13-3748063 Page5
Fa rt V11^A Statements Regarding Activities (continued)
11 At any time during the year , did the foundation , directly or indirectly, own a controlled entity within the meaning of
section 512(b)(13) ' If "Yes, attach schedule ( see instructions) 11 X
12 Did the foundation acquire a direct or indirect interest in any applicable insurance contract before
August 17, 2008' 12 X
13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application' 13 X
Website address ► WWW. L INDENTRUST . ORG
14 Thebooksareincareof ► The Foundation Telephone no ► 212-991-3730Locatedat ► 156 WEST 56TH STREET, NEW YORK, NY ZIP+4 ►10019
15 Section 4947 ( a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 - Check here ►0and enter the amount of tax-exem pt interest received or accrued durin g the year ► 15 N/A
Part VI!-$ Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column , unless an exception applies. Yes No
1 a During the year did the foundation (either directly or indirectly)
(1) Engage in the sale or exchange, or leasing of property with a disqualified person' 0 Yes 0 No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified persons 0 Yes 0 No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person' EXI Yes 0 No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? EX Yes = No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? = Yes No
(6) Agree to pay money or property to a government official? ( Exception . Check "No"
if the foundation agreed to make a grant to or to employ the official for a period after
termination of government service, if terminating within 90 days ) 0 Yes EKI No
b If any answer is "Yes" to l a(l)-(6), did any of the acts fail to quality under the exceptions described in Regulations
section 53 4941 (d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)? lb X
Organizations relying on a current notice regarding disaster assistance check here ►c Did the foundation engage in a prior year in any of the acts described in 1 a, other than excepted acts, that were not corrected
before the first day of the tax year beginning in 2009' 1 c X
2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private operating foundation
defined in section 4942(j)(3) or 4942(1)(5))
a At the end of tax year 2009, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning
before 2009' Yes 0 No
If "Yes," list the years ►b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect
valuation of assets) to the year's undistributed income' (If applying section 4942(a)(2) to all years listed, answer "No" and attach
statement - see instructions ) N/A 2b
c If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here
►3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time
during the year' Yes 0 No
b If "Yes," did it have excess business holdings in 2009 as a result of (1) any purchase by the foundation or disqualified persons after
May 26, 1969, (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose
of holdings acquired by gift or bequest, or (3) the lapse of the 10-, 15-, or 20-year first phase holding period' (Use Schedule C,
Form 4720, to determine if the foundation had excess business holdings in 2009) N/A 3b
4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a X
b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that
had not been removed from ieooardv before the first day of the tax year beoinnino in 20099 4b X
Form 990-PF (2009)
92354102-02-10
5
15520114 788682 1176 2009.05020 LINDEN TRUST FOR CONSERVATI 1176 1
Form990-PF 2009 LINDEN TRUST FOR CONSERVATION 13-3748063= Pa er6Part VU-f Statements Regarding Activities for Which Form 4720 May Be Required (continued)5a During the year did the foundation pay or incur any amount to
(1) Carry on propaganda , or otherwise attempt to influence legislation ( section 4945(e))" Yes 0 No
(2) Influence the outcome of any specific public election ( see section 4955), or to carry on , directly or indirectly,
any voter registration drive? Yes X No
(3) Provide a grant to an individual for travel, study, or other similar purposes? Yes EXI No
(4) Provide a grant to an organization other than a charitable , etc , organization described in section
509(a )( 1), (2), or (3 ), or section 4940(d)(2)" OX Yes No
(5) Provide for any purpose other than religious , charitable , scientific, literary , or educational purposes, or for
the prevention of cruelty to children or animals? 0 Yes 0 No
b If any answer is 'Yes ' to 5a(1)-(5 ), did any of the transactions fail to qualify under the exceptions described in Regulations
section 53 4945 or in a current notice regarding disaster assistance ( see instructions)? 5b X
Organizations relying on a current notice regarding disaster assistance check here ►c If the answer is 'Yes ' to question 5a ( 4), does the foundation claim exemption from the tax because it maintained
expenditure responsibility for the grants Yes No
If "Yes, " attach the statement required by Regulations section 53 4945-5(d).
6a Did the foundation , during the year, receive any funds , directly or indirectly , to pay premiums on
a personal benefit contract? Yes No
b Did the foundation, during the year , pay premiums, directly or indirectly, on a personal benefit contract? 6b X
If "Yes" to 6b , file Form 8870
7a At any time during the tax year , was the foundation a party to a prohibited tax shelter transaction? Yes No
b If yes , did the foundation receive any proceeds or have any net income attributable to the transactions N/A 7b
^$^ WTI Information About Officers, Directors, Trustees, Foundation Managers, HighlyPaid Employees, and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation.
(a) Name and address(b) Title, and average
hours p er week devotedgo position
(c) CompensationIt not aid,( penter - 0 -)
d)Contnbubonstoemployee benefit pans
andde+erreTcompensation
(e) Expenseaccount, otherallowances
LAWRENCE H. LINDEN TRUSTEE156 WEST 56TH STREETNY, NY 10019 40.00 0. 0. 0.DANA WECHSLER LINDEN TRUSTEE156 WEST 56TH STREETNY, NY 10019 1.00 0. 0. 0.ROGER T. ULLMAN EXECUTIVE DIRECTOR156 WEST 56TH STREETNY, NY 10019 40.00 298,417. 73,840. 0.
c Vvmpensa uvn 01 nve mpnesl-Uata emptovees tolner roan inose mctuaea on line 11. IT none. enter -NUnt.-
(a) Name and address of each employee paid more than $50,000(b) Title, and average
TATIANA ALVES PROGRAM ASSOC156 WEST 56TH STREET, NY, NY 10019 40.00 89,616. 21,393. 0.MARSHA HAHN KENT ONTOLLER156 WEST 56TH STREET, NY, NY 10019 27.00 81,104. 11,5 94. 0.AMY TOHN OFFICE ADMIN156 WEST 56TH STREET, NY, NY 10019 40.00 70,467. 21,912. 0.VASCO BILBAO-BASTIDA PROGRAM ASSOC156 WEST 56TH STREET, NY, NY 10019 40.00 60,422. 16,903. 0.
Total number of other employees paid over $50,000 ► 1 0
Form 990-PF (2009)
92355102-02-10
15520114 788682 11766
2009.05020 LINDEN TRUST FOR CONSERVATI 1176 1
Form 990-PF(2009) LINDEN TRUST FOR CONSERVATION 13-3748063 PagelP III
1Information About Officers , Directors , Trustees , Foundation Managers, HighlyPaid Employees , and Contractors (continued)
3 Five highest-paid independent contractors for professional services . If none , enter " NONE."
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
GOLDMAN SACHSINVESTMENT 95,988.
MISSION PARTNERSINVESTMENT 59,158.
EDGEWATER PARTNERSINVESTMENT 56,830.
Total number of others receivin g over $50 , 000 for p rofessional services ► 0
Part LX-A Summary of Direct Charitable Activities
List the foundation's four largest direct charitable activities during the tax year Include relevant statistical information such as thenumber of organizations and other beneficiaries serve d , conferences convened, research papers produced, etc Expenses
N/A
2
3
4
Part IX-U I Summary of Program-Related InvestmentsDescribe the two largest program - related investments made by the foundation during the tax year on lines 1 and 2 Amount
1 N/A
2
All other program - related investments See instructions
3
Total . Add lines 1 throu g h 3 ► 0.
Form 990-PF (2009)
92356102-02-10
715520114 788682 1176 2009.05020 LINDEN TRUST FOR CONSERVATI 1176 1
Form 990-PF(2009) LINDEN TRUST FOR CONSERVATION 13-3748063 Page8
Part )C Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc , purposes
a Average monthly fair market value of securities la 26,589,108.
b Average of monthly cash balances 1 b 107,624.
c Fair market value of all other assets 1 c
d Total (add lines ia, b, and c) 1 d 26,696,732 .
e Reduction claimed for blockage or other factors reported on lines la and
1c (attach detailed explanation) 1e 0.
2 Acquisition indebtedness applicable to line 1 assets 2 0 .
3 Subtract line 2 from line 1d 3 26,696,732 .
4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 400 , 451 .
5 Net value of noncharitable-use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 26, 296,281 .
6 Minimum investment return Enter 5% of line 5 6 1 314 , 814 .
Part.i Distributable Amount (see instructions) (Section 4942(l)(3) and (I)(5) private operating foundations and certain
foreign organizations check here ► n and do not complete this part )
1 Minimum investment return from Part X, line 6 1 1,314,814.
2a Tax on investment income for 2009 from Part VI, line 5 2a 4,234.
b Income tax for 2009 (This does not include the tax from Part VI) 2b
c Add lines 2a and 2b 2c 4 2 3 4 .3 Distributable amount before adjustments Subtract line 2c from line 1 3 1,310,580 .
4 Recoveries of amounts treated as qualifying distributions 4 0 .
5 Add lines 3 and 4 5 1,310,580 .
6 Deduction from distributable amount (see instructions) 6 0
7 Distributable amount as ad j usted Subtract line 6 from line 5 Enter here and on Part XIII , line 1 7 1 , 310 , 580 .
Part -11 Qualifying Distributions (see instructions)
a Expenses, contributions, gifts, etc - total from Part 1, column (d), line 26 1 a 3,336,964.
b Program-related investments - total from Part IX-B 1b 0.
2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc , purposes 2
3 Amounts set aside for specific charitable projects that satisfy the
a Suitability test (prior IRS approval required) 3a
b Cash distribution test (attach the required schedule) 3b
4 Qualifying distributions . Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 3,336,964.5 Foundations that quality under section 4940(e) for the reduced rate of tax on net investment
income Enter 1% of Part I, line 27b 5 4 , 234.6 Adjusted qualifying distributions Subtract line 5 from line 4 6 3,332,730.
Note. The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation
4940(e) reduction of tax in those years
qualifie s for the section
Form 990-PF (2009)
92357102-02-10
15520114 788682 11768
2009.05020 LINDEN TRUST FOR CONSERVATI 1176 1
Form 990-PF ( 2009 ) LINDEN TRUST FOR CONSERVATIONt r
13-3748063 Page9
Undistributed Income (see instructions)
(a)Corpus
1 Distributable amount for 2009 from Part XI,
line 7
2 Undistributed income, if any, as of the end of 2009
a Enter amount for 2008 only
b Total for prior years
3 Excess distributions carryover, if any, to 2009
aFrom2004 304,052.b From 2005
c From 2006
dFrom 2007 135,024.eFrom 2008 1 807 264.f Total of lines 3a through e
4 Qualifying distributions for 2009 from
Part Xll,line 4 3, 336, 964.
a Applied to 2008, but not more than line 2a
b Applied to undistributed income of prior
years (Election required - see instructions)
c Treated as distributions out of corpus
(Election required - see instructions)
d Applied to 2009 distributable amount
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2009(If an amount appears in column (d), the same amount
must be shown in column (a) )
6 Enter the net total of each column asindicated below.
a Corpus Add lines 3f, 4c, and 4e Subtract line 5
b Prior years' undistributed income Subtract
line 4b from line 2b
c Enter the amount of prior years'undistributed income for which a notice ofdeficiency has been issued, or on whichthe section 4942(a) tax has been previouslyassessed
d Subtract line 6c from line 6b Taxable
amount - see instructions
e Undistributed income for 2008 Subtract line
4a from line 2a Taxable amount - see instr
f Undistributed income for 2009 Subtract
lines 4d and 5 from line 1 This amount must
be distributed in 2010
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or4942(g)(3)
8 Excess distributions carryover from 2004
not applied on line 5 or line 7
9 Excess distributions carryover to 2010.
Subtract lines 7 and 8 from line 6a
10 Analysis of line 9
a Excess from 2005
b Excess from 2006
c Excess from 2007 135,024.d Excess from 2008 1, 807,264.e Excess from 2009 2, 026,384.
92358102-02-10
15520114 788682 1176
2,246,340.
0.
2,026,384.0.
4,272,724.
0.
304,052.
3,968,672.
(b) (c) (d)Years prior to 2008 2008 2009
1,310,580.
0.
0.
0.
0.
1,310,580.
0.
0.
0.
0.
0.
0.
Form 990-PF (2009)
92009.05020 LINDEN TRUST FOR CONSERVATI 1176 1
990-PF ( 2009) LINDEN TRUST FOR CONSERVATION(see instructions and Part VII•A, question 9)
1 a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2009, enter the date of the ruling 00.
b Check box to indicate whether the foundation is a p rivate o p eratin g foundation described in section
2 a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for
each year listed
b 85% of line 2a
c Qualifying distributions from Part XII,
line 4 for each year listed
d Amounts included in line 2c not
used directly for active conduct of
exempt activities
e Qualifying distributions made directly
for active conduct of exempt activities
Subtract line 2d from line 2c3 Complete 3a, b, or c for the
alternative test relied upona "Assets" alternative test - enter
(1) Value of all assets
(2) Value of assets qualifyingunder section 4942(I)(3)(6)(i)
b "Endowment" alternative test - enter2/3 of minimum investment returnshown in Part X, line 6 for each yearlisted
c "Support" alternative test - enter
(1) Total support other than grossinvestment income (interest,dividends, rents, payments onsecurities loans (section512(a)(5)), or royalties)
(2) Support from general publicand 5 or more exemptorganizations as provided insection 4942(I)(3)(B)(in)
(3) Largest amount of support from
an exempt organization
( 4 ) Gross investment income
t r
13-3748063 Page10
N/A
494911131 or n 494910151
Tax year Prior 3 years
(a) 2009 ( b) 2008 (c) 2007 ( d) 2006 ( e) Total
Part XV Supplementary Information (Complete this part only if the foundation had $5,000 or more in assetsat any time during the year-see the instructions.)
1 Information Regarding Foundation Managers:
a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any taxyear (but only if they have contributed more than $5,000) (See section 507(d)(2) )
NoneD List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or
other entity) of which the foundation has a 10% or greater interest
None2 Information Regarding Contribution , Grant , Gift, Loan , Scholarship , etc., Programs:
Check here 10' EXI if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds Ifthe foundation makes gifts, grants, etc (see instructions) to i n dividuals or organizations under other conditions, complete items 2a, b, c, and d
a The name, address, and telephone number of the person to whom applications should be addressed
b The form in which applications should be submitted and information and materials they should include
c Any submission deadlines
d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors
923601 02-02-10 Form 990-PF (2009)10
15520114 788682 1176 2009.05020 LINDEN TRUST FOR CONSERVATI 1176 1
Form 990-PF ( 2009 ) LINDEN TRUST FOR CONSERVATION 13-3748063 Pagell
Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,show any relationship to Foundation Purpose of grant or
Name and address ( home or business ) any foundation manager status oft
contribution Amount
or substantial contributor recipien
a Paid dunng the year
STMT 13 ,178,079.
Total t 3a 2, 178 , 079.b Approved for future payment
None
Total 1111- 3b 1 0.
923611 02-02-10 Form 990-PF (2009)
1115520114 788682 1176 2009.05020 LINDEN TRUST FOR CONSERVATI 1176
Form 900-PF(2009) LINDEN TRUST FOR CONSERVATION 13-3748063 Page 12
Part Xl/I-A Analysis of Income-Producing Activities
Enter
1 Pri
a
b
e
d
e
f
92 ME
3 Int
mr
4 Dn
5 Ne
a
b
6 Ne
pr(
7Ott
8 Ga
thz
9 Ne
10 Gn
11 Otl
a
b
e12 Su13 Total Add line 12, columns (b), (d), and (e) 13 -1,577,694.
(See worksheet in line 13 instructions to verify calculations
Part X'VI- Relationship of Activities to the Accomplishment of Exempt Purposes
ross amounts unless otherwise indicated Unrelate d business income Excluded by section 512 , 513, or 514 (e)
gram service revenue
(a)Businesscode
(b)Amount
Exc„-Sioncode
(d)Amount
Related or exemptfunction income
Fees and contracts from government agencies
mbership dues and assessments
irest on savings and temporary cash^stments 14 2,536.idends and interest from securities 14 772,673.rental income or (loss) from real estate
Debt-financed property
Not debt-financed property
rental income or (loss) from personal
perty
er investment income 14 -22,816.n or (loss ) from sales of assets othern inventory 18 -2,330,087.income or (loss ) from special events
1215520114 788682 1176 2009.05020 LINDEN TRUST FOR CONSERVATI 1176 1
02-02-10 Form yyu-111(2009)
{
Form990-PF 2009 LINDEN TRUST FOR CONSERVATION 13-3748063 Pag e 13Part Xfl Information Regarding Transfers To and Transactions and Relationships With Noncharitable
Exempt Organizations
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of Yes No
the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations
a Transfers from the reporting foundation to a noncharitable exempt organization of
(1) Cash 1a(l) X
(2) Other assets 1a (2)1 1 X
b Other transactions
(1) Sales of assets to a noncharltable exempt organization 1 b ( l ) X
(2) Purchases of assets from a noncharltable exempt organization 1 b ( 2 ) X
(3) Rental of facilities, equipment, or other assets lb 3 X
(4) Reimbursement arrangements 1 b ( 4 ) X
(5) Loans or loan guarantees 1 b (5 ) X
(6) Performance of services or membership or fundraising solicitations lb 6 X
c Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1 c X
d If the answer to any of the above is "Yes," complete the following schedule Column (b) should always show the fair market value of the goods, ot
or services given by the reporting foundation If the foundation received less than fair market value in any transaction or sharing arrangement, sh
her ass
ow in
ets,
(a) Name of organization (b) Type of organization ( c) Description of relationship
N/A
Under penalti 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 eclaration of preparer (o t her than taxpayer or fiduciary ) is based on all information of whichhreparer has any knowledge
APILr"Slgnatu o office or trustee
C Pr pacer'sni ts g urea
a ^ Firm'sname ( oryours wen J Flanagan & CoaM Ifselt-employad ) , '60 East 42nd Street
address , and ZIP code New York , NY 10165
92362202-02-10
15520114 788682 1176 2009.0502
2a is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described
in section 501(c) of the Code (other than section 501(c)(3)) or in section 5279 Yes ® No
h If "Vas " cmmnlete the fnllnwlnn sr•.hedlde
Continuation for 990-PF, Part IV
LINDEN TRUST FOR CONSERVATION 13-3748063 Page 1 of 41
Par Capital Gains and Losses for Tax on Investment Income
( a) List and describe the kind ( s) of property sold, e g , real estate,2-story brick warehouse , or common stock , 200 shs MLC Cory
(b How acquiredPurchase
D - Donation
( c) Date acquired(mo , day, yr )
( d) Date sold(mo , day, yr )
la PUBLICLY TRADED SECURITIES PbNON US EQUITY MGRS FUND PcGS ALPHA III - K-1
d GS ALPHA II K-1
e GS ALPHA IV
f EDGEWATER II - K-1 PEDGEWATER - K-1 P
h GS DIRECT HEDGE FUND PiGS PRIVATE EQUITY PARTNERS 2002 PMEZZANINE III PARTNERS
k MEZZINE 2006 K-1 PIMISSIONPOINT CAP I K-1 Pm OTHER Pn
0Complete only for assets showing gain in column ( h) and owned by t he foundation on 12/31 /69 (I) Losses (from col (h))
(I) F M V as of 12/31/69U ) Adjusted basisas of 12/31/69
( k) Excess of col (i)over col (I), if any
Gains ( excess of col (h) gain over col (k),but not less than "-0-")
a -1,127,344.b -56,011.c -411,316.d -25,450.e -34,957.f 10,138.
13,079.h -549,083.
9,532.-37,575.
k 6,135.-139,926.
m 12,691.n
0
r If ain, also enter in Part I, line 7 12 Capital gain net income or (net capital loss ) l If (lloss) line 7 )enter "-0= in Part I 2 -2, 330,087.,,
3 Net short-term capital gain or ( loss) as defined in sections 1222 ( 5) and (6)If gain, also enter in Part I, line 8 , column (c)It (loss), enter "-0= in Part I , line 8 3 N/A
92359104-24-09
1415520114 788682 1176 2009.05020 LINDEN TRUST FOR CONSERVATI 1176
To Form 990-PF, Pg 1, In 23 40,138. 2,093. 38,045.
Form 990-PF Corporate Stock Statement 6
Fair MarketDescription Book Value Value
LEGG MASON HIGH INCOME FUNDLEGG MASON STRATEGIC INCOMESPDR S & P 500 ETFGS EMERGING MARKETS EQUITY
PORTFOLIO #1 - STMT 10
PORTFOLIO #2 - STMT 11
PORTFOLIO #3 - STMT 12
790,559.2,227,617.1,687,445.
754,890.722,759.
1,084,890.933,947.
710,184.2,087,338.1,769,070.
646,995.876,510.
1,159,917.1,004,195.
Total to Form 990-PF, Part II, line 10b 8,202,107. 8,254,209.
16 Statement (s) 4, 5, 615520114 788682 1176 2009.05020 LINDEN TRUST FOR CONSERVATI 1176 1
LINDEN TRUST FOR CONSERVATION 13-i37480i3
Form 990-PF Corporate Bonds Statement 7
Fair MarketDescription Book Value Value
GS CORE FIXED INCOMEGS HIGH YIELD FUNDCOST ADJUSTMENT
1,187,891. 1,214,745.1,526,169. 1,502,239.
9,117. 0.
Total to Form 990-PF, Part II, line 10c 2,723,177. 2,716,984.
Form 990-PF Other Investments Statement 8
Valuation Fair MarketDescription Method Book Value Value
ALPHA III COST 1,355,252. 2,277,330.ALPHA II COST 1,011,724. 1,146,892.ALPHA IV COST 712,044. 747,212.NON US EQUITY PTRS COST 1,783,989. 1,467,791.GMS GROWTH FUND COST 1,600,000. 1,369,124.CBPB GLOBAL NAT RES COST 500,000. 1,043,677.GS PRIVATE EQUITY 2002 COST 434,954. 622,298.GS MEZZANINE PARTNERS III COST 279,257. 331,121.GS MEZZANINE PARTNERS 2006 COST 757,016. 447,198.EDGEWATER GROWTH CAP II COST 1,481,571. 1,712,516.EDGEWATER GROWTH CAP COST 1,347,594. 1,378,845.MISSION POINT CAP PARTNERS COST 191,200. 166,103.MISSION POINT SE PAR COST 60,910. 52,177.MISSION POINT HA PAR COST 25,891. 97,753.MISSION POINT GGA PAR COST 1,038. 1,386.GS HEDGE FUND PARTNERS COST 1,234,114. 2,002,557.GLOBAL DISTRESSED FUND COST 898,894. 483,553.
Total to Form 990-PF, Part II, line 13 13,675,448. 15,347,533.
THE BANK OF NY MELLON CORP CMN (13K) 1,80000 28 5200 51,336 00 360054 64,809 70 (13,473 70) 12623 64800
TIFFANY & CO CMN (TIF) 1,00000 443900 44,390 00 29 8619 29 ,86194 14,528 06 1 8022 8000014 This represents a bank deposit of an affiliated bank reflected here for your convenience and is not cash held in your brokerage or custody account Please see the enclosed Bank Statement page(s) for specific information related to your bank deposit
Not a Deposit Not FDIC Insured May Lose Value ( Excluding Goldman Sachs Bank Deposit Account Term Deposits and Certificates of Deposit)
Brokerage and securities services provided by Goldman. Sachs & Co Bank Deposit Account Certificate of Deposit Account and Tenn Deposit Account offered by Goldman Sachs Bank USA Member FDIC
Portfolio No Page 7 of 24
Statement Detail
LINDEN TRUST FOR CONSERVATION HA CORE USHoldings (Continued)
PUBLIC EQUITY (Continued)Period Ended February 28, 2010
Market Value / Unrealized Dividend EstimatedQuantity Market Price Accrued Income Unit Cost Cost Basis Gain (Loss) Yield Annual Income
Adjusted Cost /" Unrealized EstimatedMarket Value Original Cost Gain (Loss) Annual Income
TOTAL PORTFOLIO 904J08.66 749,078.5 153,75(}.71 14.58900
Laj ash
876, 5P9.7o
,ae any i^^
-7aa<-75929
6 Or glnal Cost is price paid by purchaser adjusted for annual original issue discount payments and/or return of capital adjustments, if applicable Adjusted Cost reflects adjustments to Original Cost for accretion and/or amortization Adjusted cost for GMSPortrohos and Alternative Investments are determined by inception to date contributions minus inception to date distributions
Portfolio No Page 8 of 24
` 1111111111111111111111111111111111111111 11111111111 IN
GENERAL ELECTRIC CO CMN (GE) 1,81800 16 0600 29 , 197 08181 80
15 5348 28,24218 954 90 24907 727
14 This represents a bank deposit of an affiliated bank reflected here for your convenience and is not cash held in your brokerage or custody account Please see the enclosed Bank Statement page( s) for specific information related to your bank depositNot a Deposit Not FDIC Insured May Lose Value ( Excluding Goldman Sachs Bank Deposit Account. Term Deposits and Certificates of Deposit)
Brokerage and securities services provided by Goldman , Sachs & Co Bank Deposit Account Certificate of Deposit Account and Term Deposit Account offered by Goldman Sachs Bank USA. Member FDIC
Page 7 o
Statement Detail
LINDEN TRUST FOR CONSERVATION LCCVHoldings (Continued)
UNILEVER N V NY SHS (NEW) ADR CMN (UN) 000 300900 0 00123 37
38375
TOTAL GSAM LARGE CAP VALUE (CONCENTRATED) 1,177,895 95
2,191 82
1,102,868 65 75,027 30 1 9677 19,741 35
Adjusted Cost/' Unrealized EstimatedMarket Value Original Cost Gain (Loss) Annual Income
TOTAL PORTFOLIO 11,180,O$717 1,1ib2,86 . 5 Th O .30 19,14t.35
X55 ^5 y Z,/ 7, 7,? y// Z17, q7.f. Y/^
9i7,cz/ ^,o8y890
r•
6 Original Cost i pnce paid by purchaser adjusted for annual original issue discount payments and/or return of capital adjustments , if applicable Adjusted Cost reflects adjustments to Original Cost for accretion and/or amortization Adjusted cost for GMSPortfolios and Alternative Investments are determined by inception to date contributi ons minu s inceptio n to date distributions
Portfolio No /^ ^ ^ Page 9 of 18
A
Statement Detail
Q LINDEN TRUST FOR CONSERVATION MID CAP GR-Ho(dings
Period Ended February 28, 2010
PUBLIC EQUITY
Quantity Market PriceMarket Value /
Accrued Income Unit CostAdjusted Cost /
Original CostUnrealizedGain (Loss)
Yield to Maturity / EstimatedCurrent Yield Annual Income
This represents a bank deposit of an affiliated bank reflected here for your convenience and is not cash held in your brokerage or custody account Please see the enclosed Bank Statement page(s) for specific information related to your bank deposit
Wt a Deposit Not FDIC Insured May Lose Value (Excluding Goldman Sachs Bank Deposit Account Term Deposits and Certificates of Deposit)
Brokerage and securities services provided by Goldman , Sachs & Co Bank Deposit Account Certificate of Deposit Account and Term Deposit Account offered by Goldman Sachs Bank USA, Member FDIC
Portfolio No, Page 7 of 17
Statement Detail
LINDEN TRUST FOR CONSERVATION MID CAP GRHoldings (Continued)
Period Ended February 28, 2010
PUBLIC EQUITY (Continued)
Quantity Market PriceMarket Value /
Accrued Income Unit Cast Cost Basis
Unrealized
Gain (Loss)Dividend
YieldEstimated
Annual Income
US EQUITYGSAM MID CAP GROWTH
POLO RALPH LAUREN CORPORATION CLASS A COMMONSTOCK (RL)
CORE LABORATORIES N V CMN (CLB) 156 00 1240300 19,348 68 88 5957 13,836 68 5,51200 03870 74 88
TOTAL GSAM MID CAP GROWTH 1,029,845 09523 93
959,597 29 70,247 81 1 5831 7,38447
Market ValueAdjusted Cost / '
Original CostUnrealizedGain (Loss)
EstimatedAnnual Income
TOTAL M10FOLUQ 1,430.365. ► 959 ,597,29 X24710 'x,384.47
Less M 5 17 LAS, /vY9 8'f^ a5G'{9,8^!lS s^'3 93
_ ^33,947,ysi,ooN, X95, s^^
ngmal Cost is price paid by purchaser adjusted for annual original issue discount payments and/or return of capital adjustments, if applicable Adjusted Cost reflects adjustments to Original Cost tar accretion and/or amortization Adjusted cost for GMSPortfolios and Alternative Investments are determined by inception to date contributions minus inception to date distributions
Portfolio No-5/M^ ,a a
Page 9of 17
L
I
Y
TOTAL
Eutrophication
Chesapeake Bay Foundation
Environmental Defense
NRDC
WRI III - Chesapeake Cap and Trade
WRI II B - Chesapeake Scope and Pilot
Offsets
Duke/Nicholas
Offsets; WRI
REDD
CfRN II
CfRN Secretariat
Environmental Defense
IPAM
Union of Concerned Scientists
World Wildlife Fund
Costa Rica
INBio
The Nature Conservancy
NGP - Bison
Wildlife Conservation Society
World Wildlife Fund
Forest Trends
Open Space Institute
Pacific Forest Trust
Resources for the Future
Linden Trust for Conservation
Grant Report
3/112009 through212812010
Purpose
A Regional Water Quality Cap and Trade Scheme in the Chesapeake
Annapolis, MD 150,000 Watershed
Washington , DC 15, 000 Reauthorization of the Chesapeake Bay Program
A Regional Water Quality Cap and Trade Scheme in the Chesapeake
New York. NY 100, 000 Watershed
Washington , DC 18. 750 Chesapeake Nutrient Cap-and-Trade Initiative
Washington , DC 56. 250 Chesapeake Nutrient Cap-and-Trade Initiative
Durham , NC 376, 047 Mitigation Beyond the Cap
Washington , DC 145, 118 Climate Change Mitigation Outside the Cap
New York, NY 70,000 Reducing Carbon Emissions from Deforestation in Developing Countries
New York, NY 560,000 Reducing Carbon Emissions from Deforestation in Developing Countries
Creating Economic Incentives for Tropical Forest Preservation
Washington, DC 250,000 Compensated Reduction
Copemhagen 9,948 Workshop - Demystifying REDD
Washington, DC 25,000 Tropical Forests and Climate Initiative
Workshop - Connecting Amazon Protected Areas and Indigenous Lands to
Washington, DC 10,000 REDD Frameworks
Costa Rica 145,677 Forever Costa Rica Project
Bethesda, MD 57,000 Forever Costa Rica Project
Bronx, NY 87,500 American Bison Project
Washington, DC 75,000 Northern Great Plains Program
Washington, DC 100 General Operating
New York, NY 10,000 General Operating
San Francisco, CA 5,000 General Operating
Washington, DC 11,899 General Operating
2,178,289
Stmt 13
Page 1 of I
Form 8868 (Rev. 4.2009) Page 2
• If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part II and check this box „ , • , . to. X
Note . Only complete Part 11 If you have already been granted an automatic 3-month extension on a previously flied Form 8868.
• If ou are filing for an Automatic 3-Month Extension , complete only Part I (on e 1 ) .
ISM Additional (Not Autontaticl 3-Month Extension of Time. Only file the original (no copies needed).
Type orName of Exempt Organization
L ; 4
ntification
INDEN TRUST FOR CONSERVATION 48063Fiby Ms
exte,ded Number, street, and room or suite no, a P.0 box, see Instructions nlydetetor 156 WEST 56TH STREET No.1100filngthenrwn see City, town or post office, state, and ZIP code. For a foreign address, see Instructions
"""`"°"YORK, NY 10019
Check type of return to be filed (File a separate application for each return).
Form 990 = Form 990•EZ Form 990-T (sec. 401(a) or 408(x) trust) Form 1041 •A Form 5227 Form 8870
Form 990•BL ® Form 990•PF Form 990•T (trust other than above) Form 4720 Form 6069
STOPI Do not complete Part 11 If you were not already granted an automatic 3 -month extension on a previous ly filed Form 8868.
The Foundation• The books are In the careof ► 156 WEST 56TH STREET, No. 1100 - NEW YORK, NY 10019
TelephoneNo 212-991-3730 646-225-7116• If the organization does not have an office or place of business in the United States ,tcheck this box . . . .. ..... „ ,. . , ►• If this is for a Group Return , enter the organization's four digit Group Exemption Number (GEM . If this is for the whole group , check this
box ► . If it is for part of the group , check this box ► L:j and attach a list with the names and EINs of all members the extension Is for.
4 I request an additional3 • month extension of time until January 15, 2011 ,
5 For calendar year , or other tax year beginning MAR 1 2 009 , and ending FEB 28, 2010
6 If this tax year 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
THE ORGANIZATION IS STILL GATHERING INVESTMENT INFORMATION TO FILE ACOMPLETE AND ACCURATE RETURN.
Be 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 . as 30 , 000 .
b 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
nrevlnusly with Form 8888 . 8b s 63,031.
c Balance Due . Subtract line 8b from line 8a. Include your payment with this form, or, if required, deposit
0.Signature and Verification
Under penalties of perjury, I de fare tha a xamined this form, Including accompanying schedules and statements, and to the best of my knowledge and belief,It Is true, correct, and co a thorized to prepare this form
Signature ► idle ► L Date ► ! ^^V
Form 8888 (Rev 4-2009)
92593205-26-09
08401006 788682 1176 2009.04000 LINDEN TRUST FOR CONSERVATI 1176 1