2024-11-12T10:14:48-08:00 2023-12-31 680095377 Perotti & Carrade CPAs 1 McInnis Pkwy Ste 200 San Rafael CA 94903 990PF 2023-01-01 680339625 MARCH CONSERVATION FUND MARC 4152905779 1016 LINCOLN BLVD MAILBOX 1 SAN FRANCISCO CA 94129 IVAN A SAMUELS President 2024-11-12 true true KATHRYN HARRIS P01460430 4154618500 2023 2024-10-15 13:58:12Z X 91979708 X 4399575 104 104 1683212 1683212 -156877 9141450 50450 -79184 -79184 5846830 1654582 81710 16342 65368 4355 871 3484 45724 22862 22862 52902 26451 26451 40798 37202 3596 31349 30549 800 28649 14324 14325 1802 901 901 287289 149502 137787 3847640 3847640 4134929 149502 3985427 1711901 1505080 143168 381254 381254 62584494 58441430 73703938 10473047 14735410 16590000 1304516 1304516 73200709 74862610 91979708 0 X 73200709 74862610 73200709 74862610 73200709 74862610 73200709 1711901 74912610 50000 74862610 LT CAPITAL GAIN DISTRIBUTIONS - VANGUARD P 2021-01-01 2023-12-31 22926 22926 22926 32899.183 VNGRD TTL BD MKT I - VBTIX P 2023-01-02 2023-12-31 313266 323854 -10588 -10588 11.464 VNGRD T/M CAP APRC ADML - VTCLX P 2023-01-02 2023-06-16 2613 2276 337 337 60096.154 VNGRD INT TM INV GD ADML - VFIDX P 2023-01-02 2023-02-24 500000 526260 -26260 -26260 29821.074 VNGRD S/TRM INVT GR ADML - VFSUX P 2022-07-27 2023-01-17 300000 302982 -2982 -2982 402.391 VNGRD TTL INTL BD I - VTIFX P 2023-04-28 2023-09-05 11723 12100 -377 -377 22.381 VNGRD EXT MKT IDX ADML - VEXAX P 2022-12-21 2023-02-10 2487 2277 210 210 11093.183 VNGRD TTL STK MKT I - VITSX P 2022-08-26 2023-04-10 1100000 1100000 649.64 VNGRD PRIMECAP ADML - VPMAX P 2022-01-01 2023-02-10 90943 104897 -13954 -13954 42219.851 VNGRD TTL BD MKT I - VBTIX P 2022-01-01 2023-11-09 386734 477069 -90335 -90335 101108.056 VNGRD TTL INTL BD I - VTIFX P 2022-01-02 2023-12-11 3008940 3507339 -498399 -498399 3980.762 VNGRD VAL IDX ADML - VVIAX P 2022-01-02 2023-12-05 223000 186159 36841 36841 4425.374 VNGRD EXT MKT IDX ADML - VEXAX P 2022-01-02 2023-02-10 491792 504327 -12535 -12535 19113.21 VNGRD TTL STK MKT I - VITSX P 2022-01-02 2023-12-14 2140000 1879273 260727 260727 1379.356 VNGRD PRIMECAP ADML - VPMAX P 2008-07-03 2023-12-05 214057 96241 117816 117816 1460.969 VNGRD T/M CAP APRC ADML - VTCLX D 2022-01-02 2023-06-16 332969 89290 243679 243679 Wash Sale 23344 50450 20921 20921 20921 65291 65291 X 44370 44370 false false false false false false false true true CA true false false false false true www.marchconservationfund.org IVAN SAMUELS 4152905779 1016 LINCOLN BLVD MAILBOX 1 SAN FRANCISCO CA 94129 false false false false false false false false false false false false false false false false false false false false false false LAUREL M SAMUELS 1016 LINCOLN BLVD MAILBOX 1 SAN FRANCISCO CA 94129 Director 10.00 0 IVAN A SAMUELS 1016 LINCOLN BLVD MAILBOX 1 SAN FRANCISCO CA 94129 President 32.00 30000 13855 SIDNEY P SAMUELS 1016 LINCOLN BLVD MAILBOX 1 SAN FRANCISCO CA 94129 CFO 20.00 0 BRENT M SAMUELS 1016 LINCOLN BLVD MAILBOX 1 SAN FRANCISCO CA 94129 Secretary 32.00 24000 13855 NONE NONE NO DIRECT CHARITABLE ACTIVITIES. THE MARCH CONSERVATION FUND IS A GRANTMAKING FOUNDATION. 0 83316015 338666 0 83654681 0 83654681 1254820 82399861 4119993 4119993 20921 20921 4099072 4099072 4099072 3985427 3985427 4099072 111376 111376 3985427 0 3985427 111376 111376 2269 X AMERICAN BIRD CONSERVANCY P O BOX 249 THE PLAINS VA 20198 PC GENERAL SUPPORT $549,345: RESTRICTED SUPPORT $54,071 603416 APPALACHIAN VOICES 171 GRAND BLVD BOONE NC 28607 PC GENERAL SUPPORT 50000 BAY NATURE INSTITUTE 1328 6TH STREET 1 BERKELEY CA 94710 PC RESTRICTED SUPPORT $12,000;GENERAL SUPPORT $2,000 14000 CLIMATE RIDE 114 W PINE STREET MISSOULA MT 59802 PC GENERAL SUPPORT 22700 EARTH ISLAND INSTITUTENATURE IN THE CIT PO BOX 170088 SAN FRANCISCO CA 94117 PC RESTRICTED SUPPORT 25000 GLIDE FOUNDATION 330 ELLIS STREET SAN FRANCISCO CA 94102 PC GENERAL SUPPORT 500 GOLDEN GATE NATIONAL PARKS CONSERVANCY 201 FORT MASON SAN FRANCISCO CA 94123 PC RESTRICTED SUPPORT 127485 HAIGHT ASHBURY FOOD PROGRAM PO BOX 170202 SAN FRANCISCO CA 94117 PC GENERAL SUPPORT 500 ISLAND CONSERVATION 2161 DELAWARE AVE SUITE A SANTA CRUZ CA 95060 PC GENERAL SUPPORT 75000 JEWISH COMMUNITY FEDERATION 121 STEUART STREET 7 SAN FRANCISCO CA 94105 PC GENERAL SUPPORT 1400 JEWISH FAMILY & CHILDRENS SERVICES 2150 POST STREET SAN FRANCISCO CA 94115 PC RESTRICTED SUPPORT 65000 KQED 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 PC GENERAL SUPPORT 1000 LAND TRUST ALLIANCE 1660 L ST NW SUITE 1100 WASHINGTON DC 20036 PC GENERAL SUPPORT 5000 MEALS ON WHEELS OF SAN FRANCISCO 1375 FAIRFAX AVE SAN FRANCISCO CA 94124 PC GENERAL SUPPORT 500 MENDOCINO LAND TRUST 330 N FRANKLIN STREET FT BRAGG CA 95437 PC GENERAL SUPPORT 10000 POINT BLUE CONSERVATION SCIENCE 3820 CYPRESS DRIVE SUITE 11 PETALUMA CA 94954 PC GENERAL SUPPORT 75695 PSYCHOANALYTIC INSTITUTE OF NORTHERN CA 530 BUSH STREET SUITE 700 SAN FRANCISCO CA 94108 PC GENERAL SUPPORT 5000 RAINFOREST TRUST 25 HORNER STREET WARRENTON VA 20186 PC GENERAL SUPPORT 100000 SAN FRANCISCO EARLY MUSIC SOCIETY PO BOX 10151 BERKELEY CA 94709 PC GENERAL SUPPORT 15000 SF JAZZ 201 FRANKLIN STREET SAN FRANCISCO CA 94102 PC GENERAL SUPPORT 10000 SF - MARIN FOOD BANK 900 PENNSYLVANIA AVE SAN FRANCISCO CA 94107 PC GENERAL SUPPORT 2500 THE FRIENDS OF THE FROMM INSTITUTE 2130 FULTON STREET SAN FRANCISCO CA 94117 PC GENERAL SUPPORT 500 UC SANTA CRUZ FOUNDATION 1156 HIGH STREET SANTA CRUZ CA 95064 PC RESTRICTED SUPPORT 81849 UCSF FOUNDATION 2001 THE EMBARCADERO 3RD FLOOR SAN FRANCISCO CA 94133 PC RESTRICTED SUPPORT 50000 UNIVERSITY OF MEMPHIS FOUNDATION DEPARTMENT 238 PO BOX 1000 MEMPHIS TN 38148 PC RESTRICTED SUPPORT 1000 CPMC FOUNDATION 2015 STEINER STREET SAN FRANCISCO CA 94115 PC GENERAL SUPPORT 1000 PLANNED PARENTHOOD FEDER OF AMERICA 44 COURT STREET 6TH FLOOR BROOKLYN NY 11201 PC GENERAL SUPPORT 500 URBAN SCHOOL 1563 PAGE STREET SAN FRANCISCO CA 94117 PC GENERAL SUPPORT 500 AUDUBON CALIFORNIA 220 MONTGOMERY STREET SAN FRANCISCO CA 94104 PC RESTRICTED SUPPORT 38686 EARTH JUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 PC GENERAL SUPPORT 10000 FRIENDS OF HAKALAU FOREST PO BOX 6065 HILO HI 96720 PC GENERAL SUPPORT 500 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 PC GENERAL SUPPORT 10000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 PC GENERAL SUPPORT 5000 METROPOLITAN MUSEUM OF ART 1000 5TH AVE NEW YORK NY 10028 PC GENERAL SUPPORT 110 THE BIRD SCHOOL PROJECT 301 VAN NESS AVE SANTA CRUZ CA 95060 PC GENERAL SUPPORT 10000 VANGUARD CHARITABLE PO BOX 9509 WARWICK RI 02889 PC GENERAL SUPPORT 300000 HOSPITALITY HOUSE 290 TURK STREET SAN FRANCISCO CA 94102 PC GENERAL SUPPORT 500 AFRICAN BIRD CLUB THE DAVID ATTENBOROUGH BUILDING PEMBROKE STREET CAMBRIDGE UK CB23QZ NC GENERAL SUPPORT 25000 CALIFORNIA NATIVE PLANT SOCIETY 2707 K STREET SUITE 1 SACRAMENTO CA 95816 PC GENERAL SUPPORT 2500 PARKS CONSERVANCY 201 FORT MASON SAN FRANCISCO CA 94123 PC GENERAL SUPPORT 2500 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPI STREET SAN FRANCISCO CA 94107 PC RESTRICTED SUPPORT 427700 ORIENTAL BIRD CLUB PO BOX 324 BEDFORD UK MK42 OWG PC GENERAL SUPPORT 75687 CORNELL UNIVERSITY 130 E SENECA STREET SUITE 400 ITHACA NY 14850 PC GENERAL SUPPORT 340705 JEWISH HOME SENIOR LIVING FOUNDATIO 302 SILVER AVE SAN FRANCISCO CA 94112 PC GENERAL SUPPORT 10000 OUTWARD BOUND CALIFORNIA THE PRESIDIO PO BOX 29632 SAN FRANCISCO CA 94129 PC GENERAL SUPPORT 10000 JOCOTOCO CONSERVATION FOUNDATION PO BOX 38274 BALTIMORE MD 21231 PC GENERAL SUPPORT 200000 RAINFOREST ACTION NETWORK 425 BUSH STREET STE 300 SAN FRANCISCO CA 94108 PC GENERAL SUPPORT $1,000; RESTRICTED SUPPORT $75,000 76000 THE CLIFTON INSTITUTE 6712 BLANTYRE ROAD WARRENTON VA 20187 PC GENERAL SUPPORT 2500 AMERICAN SOCIETY FOR PROTECTION OF 15 EAST 40TH STREET SUITE 904 NEW YORK NY 10016 PC RESTRICTED SUPPORT 65000 AUDUBON CANYON RANCH PO BOX 577 STINSON BEACH CA 94970 PC RESTRICTED SUPPORT 50000 CULTURAL FIRE MANAGEMENT COUNCIL P O BOX 357 HOOPA CA 95546 PC GENERAL SUPPORT 50000 ENVIRONMENTAL DEFENSE FUND 1875 CONNECTICUT AVENUE NW STE 600 WASHINGTON DC 20009 PC GENERAL SUPPORT 10000 JUSTICE OUTSIDE 436 14TH STREET SUITE 1209 OAKLAND CA 94612 PC RESTRICTED SUPPORT 75000 MANDAI NATURE FUND SINGAPORE ZOOLOGICAL GARDENS Singapore 80 MANDAI LAKE RO SN 729826 NC GENERAL SUPPORT 100000 NEOTROPICAL BIRDING CONSERVATION C/O THE LODGE BEDFORDSHIRE UK SG19 2DL NC GENERAL SUPPORT 25000 ORNITHOLOGICAL SOCIETY OF MIDDLE EA C/O THE LODGE BEDFORDSHIRE UK SG19 2DL NC GENERAL SUPPORT 25000 EARTH LEAGUE INTERNATIONAL PO BOX 661623 LOS ANGELES CA 90066 PC GENERAL SUPPORT 10000 ENVIRONMENT FOR THE AMERICAS 5171 ELDORADO SPRINGS DR SUITE N BOULDER CO 80303 PC RESTRICTED SUPPORT 5000 FINE ARTS MUSEUMS OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 94118 PC GENERAL SUPPORT 1000 FRIENDS OF BIRDLIFE INTERNATIONAL 462 WEST 42ND STREET 2503 NEW YORK NY 10036 PC GENERAL SUPPORT 321707 GARDENS OF GOLDEN GATE PARK 320 JUDAH STREET SUITE 2 SAN FRANCISCO CA 94122 PC GENERAL SUPPORT 2500 MKWC PO BOX 50 HAPPY CAMP CA 96039 PC RESTRICTED SUPPORT 25000 NATURE ISRAEL 15 EAST 40TH STREET SUITE 904 NEW YORK NY 10016 PC GENERAL SUPPORT 25000 RESOURCES LEGACY FUND 400 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 PC RESTRICTED SUPPORT 100000 THE CLIMATE CENTER 1275 4TH STREET 191 SANTA ROSA CA 95404 PC GENERAL SUPPORT 10000 UNIVERSITY OF HAWAII FOUNDATION 1810 UNIVERSITY AVE 300 HONOLULU HI 96822 GOV GENERAL SUPPORT 5000 WATERSHED RESEARCH TRAINING CENTER PO BOX 356 HAYFORK CA 96041 PC GENERAL SUPPORT 50000 3847640 14 104 14 1683212 18 -156877 CVP LP, II 1 -118864 GLOBAL ENTERPRISE PARTNERS LP 1 39680 1447255 1447255 false false false false false false false false false false X X 1 LAUREL M SAMUELS TRUST FBO IVAN PO BOX 804298 CHICAGO IL 60680 4375175 X 2 THE ARLINGTON TRUST 1925 LOVERING AVE WILMINGTON DE 19806 24400 X 1 42,028.579 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX INSTL CL (VITSX) 4375175 2023-06-09 ACCOUNTING FEES 52902 26451 0 26451 INVESTMENTS - MUTUAL FUNDS 58441430 73703938 ISRAEL BONDS AT COST 3000000 3000000 INVESTMENTS - OTHER AT COST 11735410 13590000 LEGAL FEES 45724 22862 0 22862 LOAN RECEIVABLE 1304516 1304516 LIABILITY INSURANCE 500 250 250 MISCELLANEOUS 196 98 98 OFFICE EXPENSE 1106 553 553 CVP LP, II -118864 -118864 GLOBAL ENTERPRISE PARTNERS LP 39680 39680 INVESTMENT MANAGEMENT FEES 34729 34729 0 0 IT/COMPUTER CONSULTING 4197 2099 0 2098 PAYROLL FEES 1872 374 0 1498 CA FILING FEE 800 800 FOREIGN TAX 30549 30549