JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Page 2 Form 990 (2009) Part

III Statement of Program Service Accomplishments SEE SCHEDULE O FOR CONTINUATION 1 Briefly describe the organization's mission: 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
2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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?~~~~~~ If "Yes," describe these changes on Schedule O. Describe the exempt purpose achievements for each of the organization's three largest program services by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. Yes Yes

X X

No No

3 4

4a

4b

4c

SEE SCHEDULE O FOR CONTINUATION(S) 7,764,958. including grants of $ (Code: ) (Expenses $ ) (Revenue $ 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 609,264. (Code: ) (Expenses $ 2,717,345. including grants of $ ) (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 (Code: ) (Expenses $ 1,048,863. including grants of $ ) (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.

)

)

)

4d 4e

Other program services. (Describe in Schedule O.) 118,695. including grants of $ (Expenses $ 11,649,861. Total program service expenses J $

) (Revenue $

) Form 990 (2009)

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2009) Part IV Checklist of Required Schedules
1 2 3

94-2474731

Page 3 Yes No

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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If "Yes," complete Schedule C, Part II ~ 5 Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations. Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If "Yes," complete Schedule C, Part III ~~~~~~~~~~~~~~~~~~~~~~~~ 6 Did the organization maintain any donor advised funds or any similar funds or accounts where 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 7 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~~~~~~~~~~~~~~ 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 9 Did the organization report an amount in Part X, line 21; 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 ~~ 10 Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments? If "Yes," complete Schedule D, Part V ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11 Is the organization's answer to any of the following questions "Yes"? If so, 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? If "Yes," complete Schedule D, Part X. 12 Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete Schedule D, Parts XI, XII, and XIII. 12A Was the organization included in consolidated, independent audited financial statements for the tax year? Yes No X If "Yes," completing Schedule D, Parts XI, XII, and XIII is optional ~~~~~~~~~~~~~~~~~~~~ 12A If "Yes," complete Schedule E ~~~~~~~~~~~~~~ 13 Is the organization a school described in section 170(b)(1)(A)(ii)? 14a Did the organization maintain an office, employees, or agents outside of the United States? ~~~~~~~~~~~~~~~~ b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If "Yes," complete Schedule F, Part I ~~~~~~~~~~~~~~ 15 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, Part II ~~~~~~~~~~~~~~~~~~~~~ 16 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, Part III ~~~~~~~~~~~~~~~~~~~~~~~~~ 17 18 19 20 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization operate one or more hospitals? If "Yes," complete Schedule H ••••••••••••••••••••

1 2 3 4 5 6 7 8 9 10 11

X X X X N/A X X X X X X

12

X X

13 14a 14b 15 16 17 18

X X

X X X X

X 19 X 20 Form 990 (2009)

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2009) Part IV Checklist of Required Schedules (continued)
21 22 23

94-2474731

Page 4 Yes No

Did the organization report more than $5,000 of grants and other assistance to governments and organizations 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, highly 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 a grant selection committee member, or to a person related to such an individual? 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 of the organization (or a family member) 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, Parts II, III, IV, and V, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Is any related organization 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 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ••••••••••••••••••••••••••••••

21 22

X X X X

23

24a

b c d 25a b

24a 24b 24c 24d 25a

X X X X X X X X X X X X X X X X

25b 26

26 27

27

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

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

X 38 Form 990 (2009)

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2009) Part V Statements Regarding Other IRS Filings and Tax Compliance

94-2474731

Page 5

Yes No 1a Enter the number reported in Box 3 of Form 1096, Annual Summary and Transmittal of 31 U.S. Information Returns. 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 X (gambling) winnings to prize winners? ••••••••••••••••••••••••••••••••••••••••••• 1c 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, 69 filed for the calendar year ending with or within the year covered by this return ~~~~~~~~~~ 2a X b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?~~~~~~~~~~ 2b e-file this return. (see instructions) Note. If the sum of lines 1a and 2a is greater than 250, you may be required to X 3a Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return? ~~~ 3a If "No," provide an explanation in Schedule O ~~~~~~~~~~~~~~~ b If "Yes," has it filed a Form 990-T for this year? 3b 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a X financial account in a foreign country (such as a bank account, securities account, or other financial account)?~~~~~~~ 4a SEE SCHEDULE O b If "Yes," enter the name of the foreign country: J See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. X 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ~~~~~~~~~~~~ 5a X 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, Disclosure by Tax-Exempt Entity Regarding Prohibited Tax Shelter Transaction? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5c 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit X any contributions that were not tax deductible? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 X provided to the payor? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7a X 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 X to file Form 8282? •••••••••••••••••••••••••••••••••••••••••••••••••••• 7c d If "Yes," indicate the number of Forms 8282 filed during the year ~~~~~~~~~~~~~~~~ 7d e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal X benefit contract? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7e X f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ~~~~~~~~~ 7f g For all contributions of qualified intellectual property, did the organization file Form 8899 as required? ~~~~~~~~~~~ 7g h For contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required? ~~~~~ 7h 8 Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings N/A at any time during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 9 Sponsoring organizations maintaining donor advised funds. N/A a Did the organization make any taxable distributions under section 4966?~~~~~~~~~~~~~~~~~~~~~~~~~~ 9a N/A b Did the organization make a distribution to a donor, donor advisor, or related person? ~~~~~~~~~~~~~~~~~~~ 9b 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? 12a b If "Yes," enter the amount of tax-exempt interest received or accrued during the year •••••• 12b Form 990 (2009)

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Form 990 (2009) 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.

Section A. Governing Body and Management 19 1a Enter the number of voting members of the governing body ~~~~~~~~~~~~~~~~~~~ 1a 19 b Enter the number of voting members that are independent ~~~~~~~~~~~~~~~~~~~ 1b 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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? ~~~~~~~~~~~~~~ 4 Did the organization make any significant changes to its organizational documents since the prior Form 990 was filed? ~~~ 5 Did the organization become aware during the year of a material diversion of the organization's assets? ~~~~~~~~~~ 6 Does the organization have members or stockholders? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7a Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b Are any decisions of the governing body subject to approval by members, stockholders, or other persons?~~~~~~~~~ 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~ 9 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.)
10a Does the organization have local chapters, branches, or affiliates? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b If "Yes," does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ~~~~~~~~~~~~~~~~~~ 11 Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form? ~~~~~ 11A Describe in Schedule O the process, if any, used by the organization to review this Form 990. 12a Does the organization have a written conflict of interest policy? If "No," go to line 13 ~~~~~~~~~~~~~~~~~~~~ b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this is done ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13 Does the organization have a written whistleblower policy? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 14 Does the organization have a written document retention and destruction policy? ~~~~~~~~~~~~~~~~~~~~~ 15 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? a The organization's CEO, Executive Director, or top management official ~~~~~~~~~~~~~~~~~~~~~~~~~~ b Other officers or key employees of the organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to line 15a or 15b, describe the process in Schedule O. (See instructions.) 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ b If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's exempt status with respect to such arrangements? ••••••••••••••••••••••••••••••••••••

Yes

No

2 3 4 5 6 7a 7b

X X X X X X X X X X
Yes

8a 8b 9

10a 10b 11 12a 12b 12c 13 14

X X X X X X X X X

No

15a 15b

X X

16a

Section C. Disclosure
17 18

16b

19 20

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 (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply. X Own website X Upon request Another's website Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public. State the name, physical address, and telephone number of the person who possesses the books and records of the organization: |

RICHARD HAYS - 703-682-9220 4245 NORTH FAIRFAX DRIVE, # 600, ARLINGTON, VA

22203
Form 990 (2009)

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JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Form 990 (2009) Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors

Page 7

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. Use Schedule J-2 if additional space is needed. ¥ 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. 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. Check this box if the organization did not compensate any current officer, director, or trustee. (A) (B) (C) (D) Name and Title Average Position Reportable hours (check all that apply) compensation per from week the organization (W-2/1099-MISC)
Individual trustee or director Highest compensated employee Institutional trustee Key employee Former Officer

(E) Reportable compensation from related organizations (W-2/1099-MISC)

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

DON KENDALL CO-CHAIRMAN JOHN SILVER CO-CHAIRMAN ADDISON FISCHER VICE CHAIR POGO DAVIS TREASURER KATHERINE BERGER SECRETARY G. DI SAN FAUSTINO FOUNDING PRESIDENT DR. JANE GOODALL FOUNDER HELEN CLAIRE BOARD MEMBER SUSAN ANSCHUTZ RODGERS BOARD MEMBER VIVIAN LOWERY DERRYCK BOARD MEMBER FIONA DIAS BOARD MEMBER BILLY CAMPBELL BOARD MEMBER ALLENE LAPIDES BOARD MEMBER GEORGE MACRICOSTAS BOARD MEMBER MARY LYNN OLIVER BOARD MEMBER CHASE PICKERING BOARD MEMBER SHELBY SLOAN BOARD MEMBER
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5.00 X 5.00 X 5.00 X 5.00 X 5.00 X 2.00 X 2.00 X 2.00 X 2.00 X 2.00 X 2.00 X 2.00 X 2.00 X 2.00 X 2.00 X 2.00 X 2.00 X

X X X X X

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

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

0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0. 0.
Form 990 (2009)

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Form 990 (2009)

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731

Part VII

Individual trustee or director

Highest compensated employee

Institutional trustee

Key employee

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) Name and title Average Position Reportable Reportable hours (check all that apply) compensation compensation per from from related week the organizations organization (W-2/1099-MISC) (W-2/1099-MISC)
Former Officer

Page 8

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

BILLY WEISMAN BOARD MEMBER DAVID SHEAR BOARD MEMBER WILLIAM B JOHNSTON PRESIDENT (01/09-04/09) RICHARD HAYS EXEC. VP OF FINANCE KEITH BROWN INTERIM PRES. MARY M NORMAN SNR VP OF DEVELOPMENT VIRGINIA LANDAU CHIMPANZOO DIRECTOR LANNY B BROMFIELD DIRECTOR OF FINANCE & OP VINCENT WISHARD MEMBERSHIP DIRECTOR

2.00 X 2.00 X 40.00 40.00 40.00 40.00 40.00 40.00 40.00 X X X X X X X

0. 0. 91,498. 133,962. 159,385. 160,000. 104,679. 124,227. 122,550.

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

0. 0. 4,575. 24,467. 10,315. 20,417. 11,035. 17,706. 20,516. 109,031. 6
Yes No

896,301. 0. 1b Total ••••••••••••••••••••••••••••••••• | 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization |
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 for services rendered to the organization? If "Yes," complete Schedule J for such person •••••••••••••••••••••••••••••• Section B. Independent Contractors 1 3

3 4 5

X X X

Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. (A) (B) (C) Name and business address Description of services Compensation

ADAMS HUSSEY & ASSOCIATES 1600 WILSON BOULEVARD, ARLINGTON, VA 22209 ACTION MAILING INC. 90 COMMERCE DRIVE, ASTON, PA 19014 ACCURATE TECHNICAL SOLUTIONS, 1000 HURRICANE SHOALS RD SUITE 1100, GELMAN, ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE, BETHESDA, MD 20814 PMG DIRECT, 6940 COLUMBIA GATEWAY DRIVE, COLUMBIA, MD 21046
2

DIRECT MARKETING DIRECT MAIL CAGING SERVICES ACCOUNTING DIRECT MAIL

248,740. 226,672. 154,604. 126,614. 124,659.

Total number of independent contractors (including but not limited to those listed above) who received more than 7 $100,000 in compensation from the organization | Form 990 (2009)

932008 02-04-10

13061115 745960 20150

8 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2009) Part VIII Statement of Revenue
(A) Total revenue (B) Related or exempt function revenue

94-2474731
(C) Unrelated business revenue

Page 9

(D) Revenue excluded from tax under sections 512, 513, or 514

Contributions, gifts, grants and other similar amounts

1 a b c d e f

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

6,517. 270,860. 54,163. 1973857. 7563796. 234,224.

Program Service Revenue

2

3 4 5 6

7

Other Revenue

8

9

10

11

932009 02-04-10

12

g Noncash contributions included in lines 1a-1f: $ h Total. Add lines 1a-1f ••••••••••••••••• | Business Code 900099 a LECTURE TOUR&HONORARIA DONOR TRIP 90099 b PROGRAM SERVICE FEES 900099 c CONFERENCE FEES 900099 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 3,395,505. assets other than inventory b Less: cost or other basis 3,419,196. and sales expenses ~~~ -23691. c Gain or (loss) ~~~~~~~ d Net gain or (loss) ••••••••••••••••••• | a Gross income from fundraising events (not 54,163. of including $ contributions reported on line 1c). See Part IV, line 18 ~~~~~~~~~~~~~ a 150197. b Less: direct expenses~~~~~~~~~~ b 199634. 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 and allowances ~~~~~~~~~~~~~ a 129432. b Less: cost of goods sold ~~~~~~~~ b 73,589. c Net income or (loss) from sales of inventory •••••• | Miscellaneous Revenue Business Code a b c d All other revenue ~~~~~~~~~~~~~ e Total. Add lines 11a-11d ~~~~~~~~~~~~~~~ | Total revenue. See instructions. ••••••••••••• |

9869193. 423,735. 120,355. 61,351. 3,823. 609,264. 262,340. 160,202. 262,340. 160,202. 423,735. 120,355. 61,351. 3,823.

-23,691.

-23,691.

-49,437.

-49,437.

55,843.

55,843.

10,883,714.

609,264.

13061115 745960 20150

9 2009.04011 JANE GOODALL INSTITUTE FOR

0. 405,257. Form 990 (2009) 20150__1

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2009) 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) but are not required to complete columns (B), (C), and (D). (A) (B) (C) (D) Do not include amounts reported on lines 6b, Total expenses Program service Management and Fundraising 7b, 8b, 9b, and 10b of Part VIII. expenses general expenses expenses 1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 ~~ 2 3 Grants and other assistance to individuals in the U.S. See Part IV, line 22 ~~~~~~~~~ Grants and other assistance to governments, organizations, and individuals outside the U.S. 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) ~~~ Other salaries and wages ~~~~~~~~~~ Pension plan contributions (include section 401(k) and section 403(b) employer contributions) ~~~ Other employee benefits ~~~~~~~~~~ Payroll taxes ~~~~~~~~~~~~~~~~ Fees for services (non-employees): Management ~~~~~~~~~~~~~~~~ Legal ~~~~~~~~~~~~~~~~~~~~ Accounting ~~~~~~~~~~~~~~~~~ Lobbying ~~~~~~~~~~~~~~~~~~ Professional fundraising services. See Part IV, line 17 Investment management fees ~~~~~~~~ Other ~~~~~~~~~~~~~~~~~~~~ Advertising and promotion ~~~~~~~~~ Office expenses~~~~~~~~~~~~~~~ Information technology ~~~~~~~~~~~ Royalties ~~~~~~~~~~~~~~~~~~ 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. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.) ~~~~~~~

4 5 6

424,203.

381,783.

8,484.

33,936.

7 8 9 10 11 a b c d e f g 12 13 14 15 16 17 18 19 20 21 22 23 24

5,078,260. 316,143. 509,251. 270,381. 37,523. 592,128. 126,264. 45,641. 1,220,360. 699,577. 1,067,542.

4,550,161. 238,605. 385,841. 206,320. 22,696. 254,423.

98,092. 59,375. 93,921. 48,177. 8,006. 59,537.

430,007. 18,163. 29,489. 15,884. 6,821. 278,168. 126,264.

26,070. 984,274. 595,751. 901,918.

10,603. 53,346. 66,406. 7,558.

8,968. 182,740. 37,420. 158,066.

117,876. 26,849.

94,102. 19,185.

3,265. 4,152.

20,509. 3,512.

a FIELD EXPENSE b ROYALTIES c OTHER PERSONNEL COSTS d DATABASE MANAGEMENT e BAD DEBT f All other expenses 25 Total functional expenses. Add lines 1 through 24f X if following 26 Joint costs. Check here | SOP 98-2. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation •
932010 02-04-10

1,638,822. 1,639,582. 1,268,532. 532,159. 690,996. 635,706. 88,442. 29,052. 77,181. 48,108. 110,787. 104,125. 14,406,758. 11,649,861.

-464. 28,199. 29,954. 5,206. 15,751. 4,633. 604,201.

-296. 708,174. 25,336. 54,184. 13,322. 2,029. 2,152,696.

624,525.

492,414.

132,111.

0.
Form 990 (2009)

13061115 745960 20150

10 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

Form 990 (2009)

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION
(A) Beginning of year

94-2474731

Part X

Balance Sheet 2,100. 5,686,236. 1,473,895. 2,237,247.

Page 11

(B) End of year 1 2 3 4

Cash - non-interest-bearing ~~~~~~~~~~~~~~~~~~~~~~~~~ Savings and temporary cash investments ~~~~~~~~~~~~~~~~~~ Pledges and grants receivable, net ~~~~~~~~~~~~~~~~~~~~~ Accounts receivable, net ~~~~~~~~~~~~~~~~~~~~~~~~~~ Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of Schedule 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 1,689,132. basis. Complete Part VI of Schedule D ~~~ 10a 1,040,198. 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 Payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1 2 3 4 5 23 24 25 26 Secured mortgages and notes payable to unrelated third parties ~~~~~~ Unsecured notes and loans payable to unrelated third parties ~~~~~~~~ Other liabilities. Complete Part X of Schedule D ~~~~~~~~~~~~~~~ Total liabilities. Add lines 17 through 25 •••••••••••••••••• X and complete Organizations that follow SFAS 117, check here | 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, 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 ••••••••••••••••

1,350. 1,106,543. 2,328,683. 1,158,365. 12,244.

5

94,515. 178,718. 726,087. 4,644,932.

6 7 8 9

Assets

47,539. 104,083. 648,934. 5,724,896.

391,637. 15,435,367. 1,424,537.

Liabilities

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

1,127,415. 12,260,052. 1,104,870.

0. 1,424,537. 9,572,589. 4,220,513. 217,728.

22 23 24 25 26

35,000. 1,139,870. 7,216,826. 3,685,628. 217,728.

Net Assets or Fund Balances

27 28 29

27 28 29

30 31 32 33 34

14,010,830. 15,435,367.

30 31 32 33 34

11,120,182. 12,260,052. Form 990 (2009)

932011 02-04-10

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11 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Form 990 (2009) Part XI Financial Statements and Reporting
1 2a b c

94-2474731

Page 12 Yes No

d

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? ~~~~~~~~~~~~ Were the organization's financial statements audited by an independent accountant? ~~~~~~~~~~~~~~~~~~~ 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. If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a consolidated basis, separate basis, or both: X Separate basis Consolidated basis Both consolidated and separate basis 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. ••••••••••••••••

X

2a 2b 2c

X X

X

3a

X

3b X Form 990 (2009)

932012 02-04-10

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12 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

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

Public Charity Status and Public Support
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

2009

Name of the organization

Part I

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.

Open to Public Inspection

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 8 9

X

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

10 11

e f g

h

(i) Name of supported organization

Total LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
932021 02-08-10

Schedule A (Form 990 or 990-EZ) 2009

13061115 745960 20150

13 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

JANE GOODALL INSTITUTE FOR WILDLIFE 94-2474731 Schedule A (Form 990 or 990-EZ) 2009 RESEARCH EDUCATION AND CONSERVATION Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I.) (a) 2005 (b) 2006

Page 2

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.") ~~ 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) ~~~~~~~~~~~~ (c) 2007 (d) 2008 (e) 2009 (f) Total

6,875,179.

16,428,121.

15,195,316.

10,466,953.

9,869,193.

58,834,762.

6,875,179.

16,428,121.

15,195,316.

10,466,953.

9,869,193.

58,834,762.

Section B. Total Support

6 Public support. Subtract line 5 from line 4. (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009

14,199,399. 44,635,363. 6,875,179. 16,428,121. 15,195,316. 10,466,953. 9,869,193. 58,834,762.
(f) Total

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

545,008. 367,159. 873,004.

1,183,540. 422,542.

3,391,253.

45,037.

7,829.

29,331.

Section C. Computation of Public Support Percentage

12 Gross receipts from related activities, etc. (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~ 12 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 ••••••••••••••••••••••••••••••••••••••••••••• |

82,197. 62,308,212. 3,290,920.

71.64 % 14 Public support percentage for 2009 (line 6, column (f) divided by line 11, column (f)) ~~~~~~~~~~~~ 14 67.64 % 15 Public support percentage from 2008 Schedule A, Part II, line 14 ~~~~~~~~~~~~~~~~~~~~~ 15 16a 33 1/3% support test - 2009. 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 - 2008. 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 - 2009. 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 - 2008. 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) 2009

932022 02-08-10

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14 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

Schedule A (Form 990 or 990-EZ) 2009

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.) 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.") ~~ 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 ~~~~~~

Page 3

(a) 2005

(b) 2006

(c) 2007

(d) 2008

(e) 2009

(f) Total

Section B. Total Support

c Add lines 7a and 7b ~~~~~~~ 8 Public support (Subtract line 7c from line 6.) (a) 2005 (b) 2006 (c) 2007 (d) 2008 (e) 2009 (f) Total

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.)

Section C. Computation of Public Support Percentage

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 •••••••••••••••••••••••••••••••••••••••••••••••••••• | 15 Public support percentage for 2009 (line 8, column (f) divided by line 13, column (f)) ~~~~~~~~~~~~ 16 Public support percentage from 2008 Schedule A, Part III, line 15 •••••••••••••••••••• 15 16 % %

Section D. Computation of Investment Income Percentage

17 Investment income percentage for 2009 (line 10c, column (f) divided by line 13, column (f)) ~~~~~~~~ 17 % 18 Investment income percentage from 2008 Schedule A, Part III, line 17 ~~~~~~~~~~~~~~~~~~ 18 % 19 a 33 1/3% support tests - 2009. 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 - 2008. 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 •••••••• | Schedule A (Form 990 or 990-EZ) 2009
932023 02-08-10

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15 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731

Schedule A

Identification of Excess Contributions Included on Part II, Line 5
** Do Not File ** *** Not Open to Public Inspection ***
Total Contributions

2009

Contributor's Name

Excess Contributions

DISCOVERY COMMUNICATIONS INC. JULIANA KICKERT TRUST KOHLBERG FOUNDATION MARCIE BOWDEN

1,339,055. 14,440,000. 1,385,000. 2,020,000.

92,891. 13,193,836. 138,836. 773,836.

Total Excess Contributions to Schedule A, Part II, Line 5 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
923171 04-24-09

14,199,399. 20150__1

13061115 745960 20150

15.1 2009.04011 JANE GOODALL INSTITUTE FOR

** PUBLIC DISCLOSURE COPY **

Schedule B
(Form 990, 990-EZ, or 990-PF)
Department of the Treasury Internal Revenue Service

Schedule of Contributors
| Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2009

Name of the organization

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

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, aggregate 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 aggregate 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 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 Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2009)

923451 02-01-10

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16 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

Schedule B (Form 990, 990-EZ, or 990-PF) (2009)

Page

1

of

1

of Part I

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Part I
(a) No.

Name of organization

Employer identification number

94-2474731

Contributors

(see instructions) (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash

1
$

X

233,250.

(Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash

2
$

X

625,000.

(Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash

3
$

X

818,880.

(Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash

4
$

X

1,911,389.

(Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash

5
$

198,337.

X

(Complete Part II if there is a noncash contribution.) (a) No. (b) Name, address, and ZIP + 4 (c) Aggregate contributions (d) Type of contribution Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
923452 02-01-10

$

13061115 745960 20150

17 2009.04011 JANE GOODALL INSTITUTE FOR

Schedule B (Form 990, 990-EZ, or 990-PF) (2009)

20150__1

Schedule B (Form 990, 990-EZ, or 990-PF) (2009)

Page

1

of

1

of Part II

Name of organization

Employer identification number

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Part II
(a) No. from Part I

94-2474731

Noncash Property

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

(b) Description of noncash property given

(d) Date received

5

4453 SHARES OF SYK 198,336.
(c) FMV (or estimate) (see instructions)

$ (a) No. from Part I

VARIOUS

(b) Description of noncash property given

(d) Date received

$ (a) No. from Part I

(b) Description of noncash property given

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

(d) Date received

$ (a) No. from Part I

(b) Description of noncash property given

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

(d) Date received

$ (a) No. from Part I

(b) Description of noncash property given

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

(d) Date received

$ (a) No. from Part I

(b) Description of noncash property given

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

(d) Date received

$
923453 02-01-10

13061115 745960 20150

18 2009.04011 JANE GOODALL INSTITUTE FOR

Schedule B (Form 990, 990-EZ, or 990-PF) (2009)

20150__1

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

Supplemental Financial Statements
| Complete if the organization answered "Yes," to Form 990, Part IV, line 6, 7, 8, 9, 10, 11, or 12. | Attach to Form 990. | See separate instructions.

OMB No. 1545-0047

Name of the organization

Part I
1 2 3 4 5

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
organization answered "Yes" to Form 990, Part IV, line 6. (a) Donor advised funds (b) Funds and other accounts

Open to Public Inspection

2009

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

Yes

No

Yes

No

Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space 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 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 ~~~~~~~~~~~~~~~~ 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 XIV, 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. Complete if the organization answered "Yes" to Form 990, Part IV, line 8.

2

a b c d 3 4 5 6 7 8 9

No

No

Part III

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

1a If the organization elected, as permitted under SFAS 116, 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 XIV, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116, 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 relating to these items: a Revenues included in Form 990, Part VIII, line 1 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ b Assets included in Form 990, Part X ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932051 02-01-10

Schedule D (Form 990) 2009

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19 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Page 2 Schedule D (Form 990) 2009 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 X Preservation for future generations c 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets X No to be sold to raise funds rather than to be maintained as part of the organization's collection? ••••••••••••• Yes Part IV Escrow and Custodial Arrangements. Complete if 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 XIV and complete the following table: 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? ~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," explain the arrangement in Part XIV. Part V Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. c d e f 2a b 1a b c d e Yes Amount No

Yes

No

(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back 217,728. 217,728. Beginning of year balance ~~~~~~~ Contributions ~~~~~~~~~~~~~~ Net investment earnings, gains, and losses Grants or scholarships ~~~~~~~~~ Other expenditures for facilities and programs ~~~~~~~~~~~~~ f Administrative expenses ~~~~~~~~ 217,728. 217,728. g End of year balance ~~~~~~~~~~ 2 Provide the estimated percentage of the year end balance held as: a Board designated or quasi-endowment | % 100.00 b Permanent endowment | % c Term endowment | % 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 XIV the intended uses of the organization's endowment funds. Part VI Investments - Land, Buildings, and Equipment. See Form 990, Part X, line 10. Description of investment (a) Cost or other basis (investment) (b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value

1a Land ~~~~~~~~~~~~~~~~~~~~ b Buildings ~~~~~~~~~~~~~~~~~~ 575,169. 354,200. 220,969. c Leasehold improvements ~~~~~~~~~~ 867,289. 534,092. 333,197. d Equipment ~~~~~~~~~~~~~~~~~ 246,674. 151,906. 94,768. e Other •••••••••••••••••••• 648,934. (Column (d) must equal Form 990, Part X, column (B), line 10(c).) •••••••••••• | Total. Add lines 1a through 1e. Schedule D (Form 990) 2009

932052 02-01-10

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20 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Schedule D (Form 990) 2009 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 Financial derivatives ~~~~~~~~~~~~~~~~~ Closely-held equity interests ~~~~~~~~~~~~~ Other

94-2474731

Page 3

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

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

FIELD ADVANCES

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

1,127,415.

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) Amount 1. Federal income taxes

1,127,415.

REFUNDABLE ADVANCE

35,000.

35,000. Total. (Column (b) must equal Form 990, Part X, col (B) line 25.) ••••• | 2. FIN 48 Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48. 932053 Schedule D (Form 990) 2009 02-01-10 13061115 745960 20150 21 2009.04011 JANE GOODALL INSTITUTE FOR 20150__1

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 94-2474731 Page 4 Schedule D (Form 990) 2009 Part XI Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements 10,883,714. 1 Total revenue (Form 990, Part VIII, column (A), line 12) ~~~~~~~~~~~~~~~~~~~~~~ 1 14,406,758. 2 Total expenses (Form 990, Part IX, column (A), line 25) ~~~~~~~~~~~~~~~~~~~~~~ 2 -3,523,044. 3 Excess or (deficit) for the year. Subtract line 2 from line 1 ~~~~~~~~~~~~~~~~~~~~~ 3 343,977. 4 Net unrealized gains (losses) on investments ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4
5 6 7 8 9 10 Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Investment expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Prior period adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other (Describe in Part XIV.) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total adjustments (net). Add lines 4 through 8 ~~~~~~~~~~~~~~~~~~~~~~~~~~~ Excess or (deficit) for the year per audited financial statements. Combine lines 3 and 9 ••••••• 5 6 7 8 9 10

288,419. 632,396. -2,890,648. 12,189,789.

Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 2 a b c d e 3 4 a b c 5 Total revenue, gains, and other support per audited financial statements ~~~~~~~~~~~~~~~~~~~ 1 Amounts included on line 1 but not on Form 990, Part VIII, line 12: 343,977. Net unrealized gains on investments ~~~~~~~~~~~~~~~~~~~~~~ 2a 400,456. Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~ 2b Recoveries of prior year grants ~~~~~~~~~~~~~~~~~~~~~~~~~ 2c 561,642. Other (Describe in Part XIV.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 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 XIV.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 4b Add lines 4a and 4b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4c Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ••••••••••••••••• 5

1,306,075. 10,883,714.

0. 10,883,714. Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return 15,080,437. 1 Total expenses and losses 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 IX, line 25: Donated services and use of facilities ~~~~~~~~~~~~~~~~~~~~~~ Prior year adjustments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other losses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Other (Describe in Part XIV.) ~~~~~~~~~~~~~~~~~~~~~~~~~~

Part XIV Supplemental Information

400,456. 2a 2b 2c 273,223. 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 XIV.) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 4b Add lines 4a and 4b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4c Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) •••••••••••••••• 5

673,679. 14,406,758.

0. 14,406,758.

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, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.

PART III, LINE 4: THE ORGANIZATION OWNS VARIOUS FILM AND STILL IMAGES.

THESE ITEMS WERE PRODUCED IN CONNECTION WITH OR AS A DIRECT RESULT OF THE WORK OF THE INSTITUTE AND ITS FOUNDER IN FUTHERANCE OF THE MISSION OF THE ORGANIZATION.

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

932054 02-01-10

Schedule D (Form 990) 2009

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22 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Schedule D (Form 990) 2009 Part XIV Supplemental Information (continued)

94-2474731

Page 5

PART X: 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, 2009, THE INSTITUTE HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS.

PART XI, LINE 8 - OTHER ADJUSTMENTS: EXCHANGE RATE GAIN: 288419.

FORM 990, SCHEUDLE D, PART XII, LINE 2D: SPECIAL EVENT EXPENSES SHOWN AS EXPENSE ON THE FINANCIAL STATEMENT AND NETTED AGAINST REVENUE ON FORM 990, LINE 8A. $199,634 COST OF GOODS SOLD, SHOWN AS EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, LINE 9B. $73,589 EXHANGE RATE GAIN, SHOWN AS OTEHR ITEM ON THE FINANCIAL STATEMENTS AND A RECONCILING ITEM ON SCHEDULE D, PART XII, LINE 2D. $288,419.

FORM 990, SCHEUDLE D, PART XIII, LINE 2D: SPECIAL EVENT EXPENSES SHOWN AS EXPENSE ON THE FINANCIAL STATEMENT AND NETTED AGAINST REVENUE ON FORM 990, LINE 8A. $199,634 COST OF GOODS SOLD, SHOWN AS EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, LINE 9B. $73,589

932055 02-01-10

Schedule D (Form 990) 2009

13061115 745960 20150

23 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

Schedule F
(Form 990)
Department of the Treasury Internal Revenue Service

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.

OMB No. 1545-0047

Open to Public Inspection Employer identification number

2009

Name of the organization

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 to Form 990, Part IV, line 14b. For grantmakers. Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance? ~~~~

Yes

No

2 3

For grantmakers. Describe in Part IV the organization's procedures for monitoring the use of grant funds outside the United States. Activities per Region. (Use Schedule F-1 (Form 990) if additional space is needed.) (a) Region (b) Number of (c) Number of (d) Activities conducted in region offices employees or (by type) (i.e., fundraising, in the region agents in program services, grants to region recipients located in the region)

(e) If activity listed in (d) is a program service, describe specific type of service(s) in region

(f) Total expenditures for region

SUB-SAHARAN AFRICA

5

201 PROGRAM SERVICES

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

6,235,145.

5 201 Totals ••••••••• | LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. SEE PART IV FOR COLUMN (E) DESCRIPTIONS
932071 02-01-10

6,235,145.
Schedule F (Form 990) 2009

13061115 745960 20150

24 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

94-2474731 Schedule F (Form 990) 2009 Page 2 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. Check this box if no one recipient received more than $5,000 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | Use Schedule F-1 (Form 990) if additional space is needed. 1 (g) Amount of (h) Description (i) Method of (b) IRS code section (d) Purpose of (e) Amount (f) Manner of (a) Name of organization (c) Region non-cash of non-cash valuation (book, FMV, and EIN (if applicable) grant of cash grant cash disbursement assistance assistance appraisal, other)

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

2 3

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) 2009

932072 02-01-10

25

94-2474731 Schedule F (Form 990) 2009 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. Use Schedule F-1 (Form 990) 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

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Page 3

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

Schedule F (Form 990) 2009
932073 02-01-10

26

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Schedule F (Form 990) 2009 Part IV Supplemental Information
Complete this part to provide the information required in Part I, line 2, and any additional information.

94-2474731

Page 4

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 WELL AS HELPING LOCAL POPULATIONS ADDRESS BASIC NEEDS SO THAT THEY CAN BECOME PARTNERS IN THIS CONSERVATION EFFORT. SPECIFIC ACTIVITIES INCLUDE RESEARCH, REFORESTATION AND REGENERATION OF FORESTS, AGRICULTURAL PROJECTS, 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.

932074 02-01-10

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27 2009.04011 JANE GOODALL INSTITUTE FOR

Schedule F (Form 990) 2009

20150__1

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

Name of the organization

| 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

Supplemental Information Regarding Fundraising or Gaming Activities

OMB No. 1545-0047

2009

RESEARCH EDUCATION AND CONSERVATION Part I
required to complete this part.

94-2474731

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

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 Internet and email solicitations b f X Solicitation of government grants X Phone solicitations c g X Special fundraising events X In-person solicitations d 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 of individual or entity (fundraiser) (iii) Did fundraiser have custody or control of contributions? (v) Amount paid (iv) Gross receipts to (or retained by) fundraiser from activity listed in col. (i)

No

(ii) Activity

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

PUBLIC INFORMATION COMMUNICATIONS

DONOR OUTREACH FUNDRAISING DONOR OUTREACH DONOR SERVICES GROUP FUNDRAISING GORDON & SCHWENKMEYERDONOR OUTREACH INTERNATIONAL FUNDRAISING DONOR OUTREACH YOUR VOICE MEDIA FUNDRAISING

AND AND AND AND

Yes

No

X X X X

79,193. 78,342. 43,542. 780.

61,809. 83,521. 25,526. 11,957.

17,840. -5,179. 18,016. 11,177.

201,857. 182,813. 41,854. Total ••••••••••••••••••••••••••••••••• | 3 List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing. AL,AK,AZ,AR,CA,CO,CT,DE,FL,GA,HI,ID,IL,IN,IA,KS,KY,LA,ME,MD,MA,MI,MN,MS,MO MT,NE,NV,NH,NJ,NM,NY,NC,ND,OH,OK,OR,PA,RI,SC,SD,TN,TX,UT,VT,VA,WA,WV,WI,WY

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
932081 02-03-10

Schedule G (Form 990 or 990-EZ) 2009

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28 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

Schedule G (Form 990 or 990-EZ) 2009

Part II

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
on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000. (a) Event #1 (b) Event #2

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

LEADERSHIP AWARDS
(event type)

(c) Other events

NONE

Revenue

(event type)

(total number)

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

1 2 3 4

Gross receipts ~~~~~~~~~~~~~~ Less: Charitable contributions ~~~~~~ Gross income (line 1 minus line 2) •••• Cash prizes ~~~~~~~~~~~~~~~ Noncash prizes ~~~~~~~~~~~~~ Rent/facility costs ~~~~~~~~~~~~ Food and beverages ~~~~~~~~~~

204,360. 54,163. 150,197.

204,360. 54,163. 150,197.

Direct Expenses

5 6 7 8 9 10 11

64,801.

64,801. 134,833. 199,634. ) -49,437.

Part
Revenue

Entertainment ~~~~~~~~~~~~~~ 134,833. 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 $15,000 on Form 990-EZ, line 6a. (a) Bingo (b) Pull tabs/instant bingo/progressive bingo (c) Other gaming

(

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

1 2 3 4 5 6 7 8

Gross revenue •••••••••••••• Cash prizes ~~~~~~~~~~~~~~~ Noncash prizes ~~~~~~~~~~~~~ Rent/facility costs ~~~~~~~~~~~~ Other direct expenses •••••••••• Volunteer labor ~~~~~~~~~~~~~ Yes No % Yes No % Yes No %

Direct Expenses

Direct expense summary. Add lines 2 through 5 in column (d) ~~~~~~~~~~~~~~~~~~~~~~~~ | Net gaming income summary. Combine line 1, column (d), and line 7 ••••••••••••••••••••• |

(

)

Yes 9a

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:

10a

11 Does the organization operate gaming activities with nonmembers? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11 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? ••••••••••••••••••••••••••••••••••••••••••••••• 12 932082 02-03-10 Schedule G (Form 990 or 990-EZ) 2009

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29 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

Schedule G (Form 990 or 990-EZ) 2009

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731

Page 3 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 |

% %

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

15a

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 retain the state gaming license? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 17a 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 | $ Schedule G (Form 990 or 990-EZ) 2009

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30 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

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

Name of the organization

Part I

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

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.

Compensation Information

OMB No. 1545-0047

2009

Open to Public Inspection Employer identification number

94-2474731

Yes 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 Travel for companions Payments for business use of personal residence 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 Indicate which, if any, of the following the organization uses to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Compensation committee Written employment contract X Independent compensation consultant X Compensation survey or study X Approval by the board or compensation committee Form 990 of other organizations

No

1b 2

4

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.

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 Regs. 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 Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2009 5

932111 02-02-10

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31 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

94-2474731 Schedule J (Form 990) 2009 Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space is needed.

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

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) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a. (B) Breakdown of W-2 and/or 1099-MISC compensation (A) Name (i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation (C) Retirement and other deferred compensation (D) Nontaxable benefits (E) Total of columns (B)(i)-(D) (F) Compensation reported in prior Form 990 or Form 990-EZ

RICHARD HAYS KEITH BROWN MARY M NORMAN

(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)

133,962. 0. 159,385. 0. 160,000. 0.

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

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

6,698. 0. 7,969. 0. 8,000. 0.

17,769. 0. 2,346. 0. 12,417. 0.

158,429. 0. 169,700. 0. 180,417. 0.

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

932112 02-02-10

32

Schedule J (Form 990) 2009

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

| Complete if the organization answered "Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b. | Attach to Form 990 or Form 990-EZ. | See separate instructions.

Transactions With Interested Persons

OMB No. 1545-0047

2009

Name of the organization

Part I
1

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
(a) Name of disqualified person (b) Description of transaction

Open To Public Inspection Employer identification number

94-2474731

Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b. (c) Corrected? Yes No

2 Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | $ 3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ~~~~~~~~~~~~~~~~ | $

Part II

Loans to and/or From Interested Persons.
(g) Written agreement?

Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a. (f) Approved (a) Name of interested (b) Loan to or from (e) In (c) Original principal (d) Balance due by board or amount person and purpose the organization? default? committee?

LANNY B BROMFIELD

To

From

X

20,056.

12,244.

Yes

X

No

Yes

X

No

X

Yes

No

Total ••••••••••••••••••••••••••••••••• | $

12,244.

Part III

Grants or Assistance Benefiting Interested Persons.
(c) Amount and type of assistance

Complete if the organization answered "Yes" on Form 990, Part IV, line 27. (a) Name of interested person (b) Relationship between interested person and the organization

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c. (a) Name of interested person (b) Relationship between interested (c) Amount of person and the organization transaction (d) Description of transaction (e) Sharing of organization's revenues? Yes No

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

Schedule L (Form 990 or 990-EZ) 2009

SEE SCHEDULE O FOR SCHEDULE L CONTINUATIONS
932131 02-01-10

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33 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

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

Noncash Contributions
J
Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. J Attach to Form 990.

OMB No. 1545-0047

2009

Name of the organization

Part I

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Types of Property
(a) Check if applicable (b) Number of contributions

Open to Public Inspection Employer identification number

94-2474731

(c) Revenues reported on Form 990, Part VIII, line 1g

(d) Method of determining revenues

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29

Art - Works of art ~~~~~~~~~~~~~ Art - Historical treasures ~~~~~~~~~ Art - Fractional interests ~~~~~~~~~~ Books and publications ~~~~~~~~~~ Clothing and household goods ~~~~~~ Cars and other vehicles ~~~~~~~~~~ Boats and planes ~~~~~~~~~~~~~ Intellectual property ~~~~~~~~~~~ Securities - Publicly traded ~~~~~~~~ Securities - Closely held stock ~~~~~~~ Securities - Partnership, LLC, or trust interests ~~~~~~~~~~~~~~ Securities - Miscellaneous ~~~~~~~~ Qualified conservation contribution Historic structures ~~~~~~~~~~~~ Qualified conservation contribution - Other~

X

10

234,224. FAIR MARKET VALUE

Real estate - Residential ~~~~~~~~~ Real estate - Commercial ~~~~~~~~~ Real estate - Other ~~~~~~~~~~~~ Collectibles ~~~~~~~~~~~~~~~~ Food inventory ~~~~~~~~~~~~~~ Drugs and medical supplies ~~~~~~~~ Taxidermy ~~~~~~~~~~~~~~~~ Historical artifacts ~~~~~~~~~~~~ Scientific specimens ~~~~~~~~~~~ Archeological artifacts ~~~~~~~~~~ Other J ( ) Other J ( ) Other J ( ) Other J ( ) Number of Forms 8283 received by the organization during the tax year for contributions for which the organization completed Form 8283, Part IV, Donee Acknowledgment ~~~~

29

Yes No 30a During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for X the entire holding period? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 30a b If "Yes," describe the arrangement in Part II. X 31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? ~~~~~~ 31 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash X contributions? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 32a b If "Yes," describe in Part II. 33 If the organization did not report revenues in column (c) for a type of property for which column (a) is checked, describe in Part II. LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) 2009

932141 03-12-10

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34 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

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

Name of the organization

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. | Attach to Form 990.

Supplemental Information to Form 990

OMB No. 1545-0047

Open to Public Inspection Employer identification number

2009

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 III, LINE 4D, OTHER PROGRAM SERVICES: WILDLIFE RESEARCH: IN AFRICA AND THE U.S., JGI IS ENGAGED IN RESEARCH PROJECTS RELATING TO PRIMATES IN GENERAL AND TO CHIMPANZEE IN PARTICULAR IN BOTH CAPTIVE AND NATURAL ENVIRONMENTS. PROJECTS RELATED TO THESE EXPENSES INCLUDE GOMBE STREAM RESEARCH CENTER IN TANZANIA, AND THE JANE GOODALL CENTER FOR PRIMATE STUDIES IN THE U.S. EXPENSES $ 118695. INCLUDING GRANTS OF $ 0. REVENUE $ 0.

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

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211 02-03-10

Schedule O (Form 990) 2009

13061115 745960 20150

35 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

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

Name of the organization

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. | Attach to Form 990.

Supplemental Information to Form 990

OMB No. 1545-0047

Open to Public Inspection Employer identification number

2009

94-2474731

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. 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 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,
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211 02-03-10

Schedule O (Form 990) 2009

13061115 745960 20150

36 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

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

Name of the organization

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. | Attach to Form 990.

Supplemental Information to Form 990

OMB No. 1545-0047

Open to Public Inspection Employer identification number

2009

94-2474731

(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

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

3.

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
LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211 02-03-10

Schedule O (Form 990) 2009

13061115 745960 20150

37 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

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

Name of the organization

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. | Attach to Form 990.

Supplemental Information to Form 990

OMB No. 1545-0047

Open to Public Inspection Employer identification number

2009

94-2474731

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, THEN 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. 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. 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.

FORM 990, PART VI, LINE 17, LIST OF STATES RECEIVING COPY OF FORM 990: AL,AK,AR,AZ,CA,CO,CT,FL,GA,IL,KS,KY,LA,MA,MD,ME,MI,MN,MS,NC,ND,NH,NJ,NM,NY OH,OK,OR,PA,RI,SC,TN,UT,VA,WA,WI,WV

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211 02-03-10

Schedule O (Form 990) 2009

13061115 745960 20150

38 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

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

Name of the organization

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Complete to provide information for responses to specific questions on Form 990 or to provide any additional information. | Attach to Form 990.

Supplemental Information to Form 990

OMB No. 1545-0047

Open to Public Inspection Employer identification number

2009

94-2474731

FORM 990, PART VI, SECTION C, LINE 19: WE MAINTAIN COPIES OF GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS IN OUR OFFICE IN ARLINGTON, VIRGINIA. THESE 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. ON OUR WEB SITE. OUR FORM 990 IS ALSO AVAILABLE

SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: (A) NAME OF PERSON: LANNY B BROMFIELD (A) PURPOSE OF LOAN: MEDICAL EXPENSES

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932211 02-03-10

Schedule O (Form 990) 2009

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39 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

SCHEDULE R (Form 990)

Department of the Treasury Internal Revenue Service

Name of the organization Part I

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

Related Organizations and Unrelated Partnerships | 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.

OMB No. 1545-0047

Open to Public Inspection Employer identification number

2009

94-2474731

Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.) (a) Name, address, and EIN of disregarded entity (b) Primary activity (c) Legal domicile (state or foreign country) (d) Total income (e) End-of-year assets (f) Direct controlling entity

Part II

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 (b) Primary activity (c) Legal domicile (state or foreign country) (d) Exempt Code section (e) Public charity status (if section 501(c)(3)) (f) Direct controlling entity

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

TO IMPROVE COMMUNITIES IN THE GREAT LAKES REGION

ILLINOIS

501(C)(3)

LINE 7

LHA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
932161 02-04-10

Schedule R (Form 990) 2009

40

Schedule R (Form 990) 2009 Part III

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION

94-2474731

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.) (b) Primary activity (c)
Legal domicile (state or foreign country)

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

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

Part IV

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 (b) Primary activity (c)
Legal domicile (state or foreign country)

(d) Direct controlling entity

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

(f) Share of total income

(g) Share of end-of-year assets

(h) Percentage ownership

932162 02-04-10

41

Schedule R (Form 990) 2009

Schedule R (Form 990) 2009 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, 35, or 36.) Yes 1a 1b 1c 1d 1e 1f 1g 1h 1i 1j 1k 1l 1m 1n 1o 1p 1q 1r No

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 other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ c Gift, grant, or capital contribution from other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ d Loans or loan guarantees to or for other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ e Loans or loan guarantees by other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ f g h i j k l m n Sale of assets to other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Purchase of assets from other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Exchange of assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Lease of facilities, equipment, or other assets to other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Lease of facilities, equipment, or other assets from other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Performance of services or membership or fundraising solicitations for other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Performance of services or membership or fundraising solicitations by other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sharing of facilities, equipment, mailing lists, or other assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Sharing of paid employees ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

X X X X X X X X X X X X X X X X X

X

o Reimbursement paid to other organization for expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ p Reimbursement paid by other organization for expenses ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ q Other transfer of cash or property to other organization(s) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ r Other transfer of cash or property from other 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. (a) Name of other organization(s) (b) Transaction type (a-r)

(c) Amount involved

(1) (2) (3) (4) (5) (6)

THE JANE GOODALL INSTITUTE-ILLINOIS

M

0.

932163 02-04-10

42

Schedule R (Form 990) 2009

Schedule R (Form 990) 2009 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) Legal domicile (state or foreign country) (d)
Are all partners section 501(c)(3) organizations?

(e) Share of end-ofyear assets

(f)
Disproportionate allocations?

Yes

No

Yes

No

(g) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)

(h)
General or managing partner?

Yes

No

Schedule R (Form 990) 2009
932164 02-04-10

43

2009 DEPRECIATION AND AMORTIZATION REPORT

FORM 990 PAGE 10
Date Acquired
Line No.

990
Unadjusted Cost Or Basis Bus % Excl * Reduction In Basis Basis For Depreciation Accumulated Depreciation Current Sec 179 Current Year Deduction

Asset No.

Description

Method

Life

3EQUIPMENT

VARIESSL

7.00 16 5.00 16 39.0016

867,289. 246,674. 575,169. 1,689,132. 0.

867,289. 534,092. 246,674. 151,906. 575,169. 354,200. 1,689,132. 1,040,198.

123,898. 49,335. 14,748. 0. 187,981.

4OTHER VARIESSL LEASEHOLD 5IMPROVEMENTS VARIESSL * TOTAL 990 PAGE 10 DEPR

928102 06-24-09

(D) - Asset disposed

* ITC, Section 179, Salvage, Bonus, Commercial Revitalization Deduction

43.1

Form 8868 (Rev. 4-2009) ¥ 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).

Page 2

X

Part II

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

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

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203
Number, street, and room or suite no. If a P.O. box, see instructions. City, town or post office, state, and ZIP code. For a foreign address, see instructions.

Name of Exempt Organization

Employer identification number

94-2474731
For IRS use only

Check type of return to be filed (File a separate application for each return): X Form 990 Form 990-EZ Form 990-T (sec. 401(a) or 408(a) trust) Form 990-BL Form 990-PF Form 990-T (trust other than above)

Form 1041-A Form 4720

Form 5227 Form 6069

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. ¥

RICHARD HAYS The books are in the care of | 4245 NORTH FAIRFAX DRIVE, # 600 - ARLINGTON, VA 22203 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, 2010. 4 I request an additional 3-month extension of time until 2009 , or other tax year beginning 5 For calendar year , and ending . 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

ADDITIONAL TIME IS REQUIRED TO FILE A COMPLETE AND ACCURATE RETURN.
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, or, if required, deposit with FTD coupon or, if required, by using EFTPS (Electronic Federal Tax Payment System). See instructions.

8a b

8a

$

8b 8c

$ $

c

N/A

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 |

Signature and Verification CPA

Date | Form 8868 (Rev. 4-2009)

923832 05-26-09

13061115 745960 20150

44 2009.04011 JANE GOODALL INSTITUTE FOR

20150__1

TAX RETURN FILING INSTRUCTIONS
CALIFORNIA FORM 199

FOR THE YEAR ENDING DECEMBER 31, 2009 ~~~~~~~~~~~~~~~~~ Prepared for JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 4245 NORTH FAIRFAX DRIVE NO. 600 ARLINGTON, VA 22203 GELMAN, ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE., SUITE 650 NORTH BETHESDA, MARYLAND 20814-2930 BALANCE DUE OF $10 FRANCHISE TAX BOARD FRANCHISE TAX BOARD P.O. BOX 942857 SACRAMENTO, CA 94257-0701 DECEMBER 15, 2010

Prepared by

Amount due or refund Make check payable to Mail tax return and check (if applicable) to Return must be mailed on or before Special Instructions

THE RETURN SHOULD BE SIGNED AND DATED BY AN AUTHORIZED INDIVIDUAL. INCLUDE THE ORGANIZATION'S CALIFORNIA CORPORATION/ORGANIZATION NUMBER AND "2009 FORM 199" ON THE REMITTANCE.

900941 05-20-09

TAXABLE YEAR

2009

California Exempt Organization Annual Information Return
d
, and ending month (insert letter) day
CORP #

928941 12-31-09

FORM

Calendar Year 2009 or fiscal year beginning month day year A First Return Filed? Yes B Type of organization Exempt under Section 23701 X No IRC Section 4947(a)(1) trust
Corporation/Organization Name

year

199

.

810424
FEIN

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION
Address

94-2474731

4245 NORTH FAIRFAX DRIVE, NO. 600
City State ZIP Code

ARLINGTON
C D
Amended Return? Are you a subordinate/affiliate in a group exemption?

~~~~~~~~~~~~~~~~~~~~~ ¥ ~~~~~~~~ (a) Is this a group filing for affiliates? See General Instruction L ~~~~ ¥ (b) If "Yes," enter the number of affiliates ~~~~~~~~~~~~ (c) Are all affiliates included? ~~~~~~~~~~~~~~~~
(If "No," attach a list. See instructions.)

Yes Yes Yes

X X

VA
No No No No

H I

Accounting method used

(1)

Cash

22203 (2) X Accrual

(3)

Other

Yes Yes

(d) (e) (f) E ¥ ¥ F

Is this a separate return filed by an organization covered by a group ruling? ~~~~

~~~~~~~~~~~~~ Is a roster of subordinates attached? ~~~~~~~~~~~~
Federal Group Exemption Number Dissolved

5375
Yes

No

If exempt under R&TC Section 23701d, has the organization during the year: (1) participated in any political campaign 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, Political or Legislative Activities by Section 23701d Organizations ~~~~~~~ ¥

Yes

X X X X X X

No

J
No

Final return?

Did the organization have any changes in its activities, governing instrument, articles of incorporation, or bylaws that have not been reported to the Franchise Tax Board? If "Yes," complete an explanation and attach copies of revised documents ~~~~~ ¥ Yes Is the organization exempt under R&TC Section 23701g? If "Yes," enter amount of gross receipts from nonmember sources $

No No

¥ ¥

Surrendered (Withdrawn)

K L

¥

Yes

Merged/Reorganized (attach explanation)

If a box is checked, enter date

Is the organization under audit by the IRS or has the IRS audited in a prior year? Yes Yes

~~~~~~~~~~~ ¥ (1) ¥ 990T (2) ¥ 990PF (3) ¥ (Schedule H) 990 M Is the organization a Limited Liability Company? ~~ ¥ G If organization is exempt under R&TC Section 23701d and is exclusively religious, N Did the organization file Form 100 or Form 109 to report educational, or charitable, and is supported primarily (50% or more) by public contributions, check box. See General Instruction F. No filing fee is required. ¥ taxable income? •••••••••••••• ¥ Part I Complete Part I unless not required to file this form. See General Instructions B and C.
Check the box if the organization filed the following federal forms or schedule:

No No

Yes

No

Receipts and Revenues

1 2 3 4

Expenses

Filing Fee

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 $25,000, see General Instruction C ••••••• STMT 4 STMT 3 73,589. 5 Cost of goods sold ~~~~~~~~~~~~~~~~~~~~~~ ¥ 3,419,196. 6 Cost or other basis, and sales expenses of assets sold ~~~~~~~ ¥

¥ ¥ ¥ ¥

1 2 3 4

4,507,306. 270,860. 9,598,333. 14376499. 3,492,785. 10883714. 14406758. -3523044. 10.

00 00 00 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

10.
¥ Telephone ¥ Preparer's SSN/PTIN

00 00 00 00 00 00 00 00 00

Sign Here

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. Title Signature of officer Date

|

EXEC. V.P. FIN
Date Check if self-employed |

Preparer's signature |

P01003783
¥ FEIN

Paid Preparer's Use Only

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

GELMAN, ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE., SUITE 650 NORTH BETHESDA, MARYLAND 20814-2930 022 3651094

52-1392008
¥ Telephone

May the FTB discuss this return with the preparer shown above? See instructions •••••••••••• ¥ For Privacy Notice, get form FTB 1131.

X

(301) 951-9090
Yes No

Form 199 C1 2009 Side 1

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION Part II

94-2474731
928951 11-19-09

Organizations with gross receipts of more than $25,000 and private foundations regardless of amount of gross receipts - complete Part II or furnish substitute information. See Specific Line Instructions. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18

Receipts from Other Sources

Expenses and Disbursements

Schedule L

279,629. Gross sales or receipts from all business activities. See instructions ~~~~~~~~~~~~~~~~~~~ ¥ 1 262,340. Interest ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 2 Dividends ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 3 Gross rents ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 4 160,202. Gross royalties ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 5 SEE STATEMENT 5 ¥ 3,395,505. Gross amount received from sale of assets (See instructions) ~~~~~~~~~~~~~~~~~~~~~ 6 SEE STATEMENT 6 409,630. Other income ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 7 Total gross sales or receipts from other sources. Add line 1 through line 7. 4,507,306. 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 7 424,203. Compensation of officers, directors, and trustees ~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 11 5,078,260. Other salaries and wages ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 12 Interest ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 13 270,381. Taxes ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 14 699,577. Rents ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 15 117,876. Depreciation and depletion (See instructions) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ¥ 16 SEE STATEMENT 8 ¥ 17 7,816,461. Other ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 14406758. Total expenses and disbursements. Add line 9 through line 17. Enter here and on Side 1, Part I, line 9 ••••• 18 End of taxable year Balance Sheets Beginning of taxable year
(a) (b) (c) ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥ ¥ (d)

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

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

5,688,336. 2,237,247. 94,515. 4,644,932. 1,708,605. 982,518. ) 1,689,132. 1,040,198. )

1,107,893. 1,158,365. 12,244. 47,539. 5,724,896.

(

726,087.

(

648,934.
¥ ¥

11 Land ~~~~~~~~~~~~~~~~ STMT 11 2,044,250. 12 Other assets ~~~~~~~~~~~~~ 15,435,367. 13 Total assets ~~~~~~~~~~~~~ Liabilities and net worth 1,424,537. 14 Accounts payable ~~~~~~~~~~~ 15 Contributions, gifts, or grants payable ~~ 16 Bonds and notes payable ~~~~~~~ 17 Mortgages payable ~~~~~~~~~~ STMT 12 18 Other liabilities ~~~~~~~~~~~~ 19 Capital stock or principle fund ~~~~~ 20 Paid-in or capital surplus. Attach reconciliation ~ 14,010,830. 21 Retained earnings or income fund ~~~~ 15,435,367. 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 $25,000 1 2 3 4 Net income per books ~~~~~~~~~~~~ Federal income tax ~~~~~~~~~~~~~ Excess of capital losses over capital gains ~~~ Income not recorded on books this year ~~~~~~~~~~~~~~~~~~~~ 5 Expenses recorded on books this year not deducted in this return ~~~~~~~~~~~ 6 Total. Add line 1 through line 5 ••••••••••• Side 2 Form 199 C1 2009 ¥ ¥ ¥ ¥ ¥

3,560,181. 12,260,052. 1,104,870.

¥ ¥ ¥ ¥ ¥ ¥ ¥

35,000. 11,120,182. 12,260,052.

-3,523,044.
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 ••••••••• ¥

¥

-3,523,044. 022

-3,523,044.

3652094

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 }}}}}}}}}}}}}}}}}} ADDISON FISCHER KOHLBERG FOUNDATION CONTRIBUTOR'S ADDRESS }}}}}}}}}}}}}}}}}}}}} 5801 PELICAN BAY BLVD., SUITE 104 NAPLES, FL, 34108 111 RADIO CIRCLE DR. MOUNT KISCO, NY, 105492609 DATE OF GIFT AMOUNT }}}}}}}} }}}}}}}}}}} 233,250. 625,000. 818,880. 1,911,389. }}}}}}}}}}} 3,588,519. ~~~~~~~~~~~

THE REGENSTEIN FOUNDATION 401 S. LASALLE ST, SUITE 205 CHICAGO, IL, 60605 UNITED STATES AGENCY FOR RONALD REAGAN BUILDING INTERNATIONAL DEVELOPMENT WASHINGTON, DC, 20523 TOTAL INCLUDED ON LINE 3

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 }}}}}}}}}}}}}}}}}} ARCUS FOUNDATION CONTRIBUTOR'S ADDRESS }}}}}}}}}}}}}}}}}}}}} 402 EAST MICHIGAN AVENUE 49007

KALAMAZOO, MI,

PROPERTY DESCRIPTION DATE OF GIFT FMV OF GIFT AMOUNT OF GIFT }}}}}}}}}}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} 4453 SHARES OF SYK VARIOUS 198,336. 198,337. }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}}}}} TOTAL INCLUDED ON LINE 3 198,337. ~~~~~~~~~~~~~~

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. 2. 3. 4. 5. 6. 7. 8. INVENTORY AT BEGINNING OF YEAR . . . . . . . MERCHANDISE PURCHASED. COST OF LABOR. . . . . MATERIALS AND SUPPLIES OTHER COSTS. . . . . . ADD LINES 1 THROUGH 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94,515 }}}}}}}}}}}}}}

-20,926

INVENTORY AT END OF YEAR . . . . . . . . . . COST OF GOODS SOLD (LINE 6 LESS LINE 7) . .

73,589 }}}}}}}}}}}}}} }}}}}}}}}}}}}} 73,589 ~~~~~~~~~~~~~~

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

STATEMENT(S) 3

JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 COST OF GOODS SOLD - OTHER COSTS STATEMENT 4 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} TOTAL INCLUDED ON FORM 199, PART I, LINE 5 AMOUNT }}}}}}}}}}}}}} -20,926. }}}}}}}}}}}}}} -20,926. ~~~~~~~~~~~~~~

STATEMENT(S) 4

JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 GROSS AMOUNT FROM SALE OF ASSETS STATEMENT 5 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} DATE ACQUIRED }}}}}}}} DATE SOLD }}}}}}}} METHOD ACQUIRED }}}}}}}}} PURCHASED

COST OR EXPENSE GROSS OTHER BASIS DEPREC. OF SALE SALES PRICE }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}} }}}}}}}}}}} 3,419,196. 0. 0. 3,395,505. }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}} }}}}}}}}}}} TOTAL TO FORM 199, PAGE 2, LN 6 3,419,196. 0. 0. 3,395,505. ~~~~~~~~~~~ ~~~~~~~~~~~ ~~~~~~~~~ ~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 OTHER INCOME STATEMENT 6 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} SPECIAL EVENT EXPENSES LECTURE TOUR&HONORARIA PROGRAM SERVICE FEES CONFERENCE FEES DONOR TRIP TOTAL TO FORM 199, PART II, LINE 7 AMOUNT }}}}}}}}}}}}}} -199,634. 423,735. 61,351. 3,823. 120,355. }}}}}}}}}}}}}} 409,630. ~~~~~~~~~~~~~~

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 }}}}}}}}}}}}}}}} DON KENDALL 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 JOHN SILVER 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 ADDISON FISCHER 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 POGO DAVIS 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 KATHERINE BERGER 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 G. DI SAN FAUSTINO 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 DR. JANE GOODALL 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 HELEN CLAIRE 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 SUSAN ANSCHUTZ RODGERS 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 VIVIAN LOWERY DERRYCK 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 FIONA DIAS 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 TITLE AND AVERAGE HRS WORKED/WK }}}}}}}}}}}}}}}}}}}}} CO-CHAIRMAN 5.00 CO-CHAIRMAN 5.00 VICE CHAIR 5.00 TREASURER 5.00 SECRETARY 5.00 FOUNDING PRESIDENT 2.00 FOUNDER COMPENSATION }}}}}}}}}}}} 0.

0.

0.

0.

0.

0.

2.00

0.

BOARD MEMBER 2.00 BOARD MEMBER 2.00 BOARD MEMBER 2.00 BOARD MEMBER 2.00

0.

0.

0.

0.

STATEMENT(S) 7

JANE GOODALL INSTITUTE FOR WILDLIFE RESE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} BILLY CAMPBELL BOARD MEMBER 4245 NORTH FAIRFAX DRIVE, NO. 600 2.00 ARLINGTON, VA 22203 ALLENE LAPIDES 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 GEORGE MACRICOSTAS 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 MARY LYNN OLIVER 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 CHASE PICKERING 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 SHELBY SLOAN 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 BILLY WEISMAN 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 DAVID SHEAR 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 WILLIAM B JOHNSTON 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 RICHARD HAYS 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 KEITH BROWN 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 MARY M NORMAN 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 VIRGINIA LANDAU 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 BOARD MEMBER 2.00 BOARD MEMBER 2.00 BOARD MEMBER 2.00 BOARD MEMBER 2.00 BOARD MEMBER 2.00 BOARD MEMBER 2.00 BOARD MEMBER 2.00 PRESIDENT (01/09-04/09) 40.00 EXEC. VP OF FINANCE 40.00 INTERIM PRES. 40.00 SNR VP OF DEVELOPMENT 40.00 CHIMPANZOO DIRECTOR 40.00

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

0.

0.

0.

0.

0.

0.

0.

96,073.

158,429.

169,701.

180,417.

115,714.

STATEMENT(S) 7

JANE GOODALL INSTITUTE FOR WILDLIFE RESE }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} LANNY B BROMFIELD DIRECTOR OF FINANCE & OPER 4245 NORTH FAIRFAX DRIVE, NO. 600 40.00 ARLINGTON, VA 22203 VINCENT WISHARD 4245 NORTH FAIRFAX DRIVE, NO. 600 ARLINGTON, VA 22203 TOTAL TO FORM 199, PART II, LINE 11 MEMBERSHIP DIRECTOR 40.00

94-2474731 }}}}}}}}}} 141,933.

143,066.

}}}}}}}}}}}} 1,005,333. ~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 OTHER EXPENSES STATEMENT 8 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} SPECIAL EVENT EXPENSES FIELD EXPENSE ROYALTIES OTHER PERSONNEL COSTS DATABASE MANAGEMENT BAD DEBT DIRECT EXPENSES OF FUNDRAISING EVENTS PENSION PLAN CONTRIBUTIONS OTHER EMPLOYEE BENEFITS LEGAL FEES ACCOUNTING FEES PROFESSIONAL FUNDRAISING FEES OTHER PROFESSIONAL FEES OFFICE EXPENSES TRAVEL INSURANCE ALL OTHER EXPENSES TOTAL TO FORM 199, PART II, LINE 17 AMOUNT }}}}}}}}}}}}}} -199,634. 1,638,822. 1,268,532. 690,996. 88,442. 77,181. 199,634. 316,143. 509,251. 37,523. 592,128. 126,264. 45,641. 1,220,360. 1,067,542. 26,849. 110,787. }}}}}}}}}}}}}} 7,816,461. ~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 NET NOTES RECEIVABLE STATEMENT 9 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION BEG. OF YEAR END OF YEAR }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} LOANS TO OFFICERS, DIRECTORS, TRUSTEES AND OTHER KEY EMPLOYEES 0. 12,244. }}}}}}}}}}}}}} }}}}}}}}}}}}}} TOTAL TO FORM 199, SCHEDULE L, LINE 3 0. 12,244. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~

STATEMENT(S) 7, 8, 9

JANE GOODALL INSTITUTE FOR WILDLIFE RESE 94-2474731 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 INVESTMENTS IN STOCK STATEMENT 10 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} PUBLICLY TRADED SECURITIES TOTAL TO FORM 199, SCHEDULE L, LINE 7 BEG. OF YEAR END OF YEAR }}}}}}}}}}}}}} }}}}}}}}}}}}}} 4,644,932. 5,724,896. }}}}}}}}}}}}}} }}}}}}}}}}}}}} 4,644,932. 5,724,896. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 OTHER ASSETS STATEMENT 11 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} PLEDGES AND GRANTS RECEIVABLE PREPAID EXPENSES AND DEFERRED CHARGES FIELD ADVANCES TOTAL TO FORM 199, SCHEDULE L, LINE 12 BEG. OF YEAR END OF YEAR }}}}}}}}}}}}}} }}}}}}}}}}}}}} 1,473,895. 2,328,683. 178,718. 104,083. 391,637. 1,127,415. }}}}}}}}}}}}}} }}}}}}}}}}}}}} 2,044,250. 3,560,181. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 OTHER LIABILITIES STATEMENT 12 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} REFUNDABLE ADVANCE TOTAL TO FORM 199, SCHEDULE L, LINE 18 BEG. OF YEAR END OF YEAR }}}}}}}}}}}}}} }}}}}}}}}}}}}} 0. 35,000. }}}}}}}}}}}}}} }}}}}}}}}}}}}} 0. 35,000. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 199 FUND BALANCES STATEMENT 13 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} UNRESTRICTED ASSETS TEMPORARILY RESTRICTED ASSETS PERMANENTLY RESTRICTED ASSETS TOTAL TO FORM 199, SCHEDULE L, LINE 21 BEG. OF YEAR END OF YEAR }}}}}}}}}}}}}} }}}}}}}}}}}}}} 9,572,589. 7,216,826. 4,220,513. 3,685,628. 217,728. 217,728. }}}}}}}}}}}}}} }}}}}}}}}}}}}} 14,010,830. 11,120,182. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~

STATEMENT(S) 10, 11, 12, 13

TAXABLE YEAR Attach to Form 100 or Form 100W. Corporation name

2009

Corporation Depreciation and Amortization
FORM 199

CALIFORNIA FORM

FEIN

94-2474731 810424

3885

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION
Part I Election To Expense Certain Property Under IRC Section 179 1 Maximum deduction under Section 179 for California ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 Total cost of Section 179 property placed in service ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 Threshold cost of Section 179 property before reduction in limitation ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 Reduction in limitation. Subtract line 3 from line 2. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~~~~~~~~~ 5 Dollar limitation for taxable year. Subtract line 4 from line 1. If zero or less, enter -0- ••••••••••••••••••••• (a) Description of property (b) Cost (business use only) (c) Elected cost 6 7 Listed property (elected Section 179 cost) ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 8 Total elected cost of Section 179 property. Add amounts in column (c), line 6 and line 7 ~~~~~~~~~~~~~~~~~~~~ 9 Tentative deduction. Enter the smaller of line 5 or line 8 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 10 Carryover of disallowed deduction from prior taxable years ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 11 Business income limitation. Enter the smaller of business income (not less than zero) or line 5 ~~~~~~~~~~~~~~~~~ 12 Section 179 expense deduction. Add line 9 and line 10, but do not enter more than line 11 •••••••••••••••••• 13 Carryover of disallowed deduction to 2010. Add line 9 and line 10, less line 12 •••••••••••• 13 Part II Depreciation and Election of Additional First Year Expense Deduction Under R&TC Section 24356 (b) (c) (a) (d) (f) (e) Description property Date acquired Cost or Life or Depreciation allowed or Depreciation rate other basis allowable in earlier years Method

California corporation number

1 2 3 4 5

$25,000 $200,000

8 9 10 11 12

(g) Depreciation for this year

(e)
Additional first year depreciation

3 EQUIPMENT VARIOUS 867,289. 4 OTHER VARIOUS 246,674. 5 LEASEHOLD IMPROVEMENTS VARIOUS 575,169. TOTALS 1,689,132.
14

534,092.SL 151,906.SL 354,200.SL 1,040,198.

7.00 5.00 39.00

123,898. 49,335. 14,748.

15 Add the amounts in column (g) and column (h). The combined total of column (h) may not exceed $2,000. 187,981. See instructions for line 14, column (h) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 15 Part III Summary 16 Total: If the corporation is electing: IRC Section 179 expense, add the amount on line 12 and line 15, column (g); or Additional first year depreciation under R&TC Section 24356, add the amounts on line 15, columns (g) and (h), or 187,981. Depreciation (if no election is made), enter the amount from line 15, column (g) ~~~~~~~~~~~~~~~~~~~~~~~ 16 187,981. 17 Total depreciation claimed for federal purposes from federal Form 4562, line 22 ~~~~~~~~~~~~~~~~~~~~~~~ 17 18 Depreciation adjustment. If line 17 is greater than line 16, enter the difference here and on Form 100 or Form 100W, Side 1, line 6. If line 17 is less than line 16, enter the difference here and on Form 100 or Form 100W, Side 1, line 12. (If California depreciation 0. amounts are used to determine net income before state adjustments on Form 100 or Form 100W, no adjustment is necessary.) •• 18 Part IV Amortization (e) (a) (b) (c) (d) (f) (g) R&TC Description of property Date acquired Cost or Amortization allowed or Period or Amortization section other basis allowable in earlier years percentage for this year
(see instructions)

19

20 Total. Add the amounts in column (g) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 21 Total amortization claimed for federal purposes from federal Form 4562, line 44 ~~~~~~~~~~~~~~~~~~~~~~~ 22 Amortization adjustment. If line 21 is greater than line 20, enter the difference here and on Form 100 or Form 100W, Side 1, line 6. If line 21 is less than line 20, enter the difference here and on Form 100 or Form 100W, Side 1, line 12 •••••••
939281 / 11-16-09

20 21 22 FTB 3885 2009

022

7621094

TAX RETURN FILING INSTRUCTIONS
CALIFORNIA FORM RRF-1

FOR THE YEAR ENDING DECEMBER 31, 2009 ~~~~~~~~~~~~~~~~~~ Prepared for JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION 4245 NORTH FAIRFAX DRIVE NO. 600 ARLINGTON, VA 22203 GELMAN, ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE., SUITE 650 NORTH BETHESDA, MARYLAND 20814-2930 REGISTRY OF CHARITABLE TRUSTS P.O. BOX 903447 SACRAMENTO, CA 94203-4470 NOVEMBER 15, 2010 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.

Prepared by

Mail tax return to

Return must be mailed on or before Special Instructions

900082 05-20-09

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/

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.

ANNUAL REGISTRATION RENEWAL FEE REPORT TO ATTORNEY GENERAL OF CALIFORNIA

State Charity Registration Number: CT

33753

Check if: Change of address Amended report Corporate or Organization No. Federal Employer I.D. No.

JANE GOODALL INSTITUTE FOR WILDLIFE RESEARCH EDUCATION AND CONSERVATION
Name of Organization

4245 NORTH FAIRFAX DRIVE, NO. 600
Address (Number and Street)

810424 94-2474731

ARLINGTON, VA
City or Town, State and ZIP Code

22203

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 Less than $25,000 Between $25,000 and $100,000 PART A - ACTIVITIES For your most recent full accounting period (beginning 01/01/2009 10,883,714. Total assets $ Gross annual revenue $ ending 12/31/2009 12,260,052. ) list: Fee 0 $25 Gross Annual Revenue Between $100,001 and $250,000 Between $250,001 and $1 million Fee $50 $75 Gross Annual Revenue Between $1,000,001 and $10 million Between $10,000,001 and $50 million Greater than $50 million Fee $150 $225 $300

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 No

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? During this reporting period, was there any theft, embezzlement, diversion or misuse of the organization's charitable property or funds? During this reporting period, did non-program expenditures exceed 50% of gross revenues? 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. During this reporting period, were the services of a commercial fundraiser or fundraising counsel for charitable purposes used? If "yes," provide an attachment listing the name, address, and telephone number of the service provider. During this reporting period, did the organization receive any governmental funding? If so, provide an attachment listing the name of the agency, mailing address, contact person, and telephone number. 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. 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. Did your organization have prepared an audited financial statement in accordance with generally accepted accounting principles for this reporting period?

X X X X X X X X X

2. 3. 4. 5. 6. 7. 8. 9.

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

703-682-9220

RHAYS@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.

RICHARD W. HAYS
Signature of authorized officer Printed Name

EXEC. V.P. FIN.
Title Date

929291 04-24-09

RRF-1 (3-05)

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