2023-10-18T18:41:59-05:00 2022-12-31 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-01-01 946069890 SIERRA CLUB FOUNDATION SIER 4159951780 2101 WEBSTER STREET 1250 OAKLAND CA 94612 KEVIN MCGAHAN CFO 4159951780 2023-10-18 1 KEVIN MCGAHAN 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAN CHU 2101 WEBSTER STREET 1250 OAKLAND CA 94612 123320152 0 X WWW.SIERRACLUBFOUNDATION.ORG X 1960 CA EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT. 15 15 19 27 3463 0 100459492 83355015 0 0 6916780 3116739 1270422 1275105 108646694 87746859 84223340 96749331 0 0 1521499 1880859 0 0 13661830 13314363 14818216 99059202 113448406 9587492 -25701547 273113077 207976050 39198961 31031726 233914116 176944324 X SEE SCHEDULE O.THE SIERRA CLUB FOUNDATION PROMOTES EFFORTS TO EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT.GOALS: - SOLVE THE CLIMATE CRISIS PRIMARILY THROUGH A SUCCESSFUL TRANSITION TO A RESOURCE-EFFICIENT CLEAN ENERGY ECONOMY THAT BETTER SERVES PEOPLE AND NATURE;- SECURE PROTECTIONS FOR PUBLIC LANDS AND WATERS, PROMOTE HEALTHY ECOSYSTEMS AND COMMUNITIES, AND FIGHT FOR CLEAN AIR AND WATER;- EXPAND OPPORTUNITIES FOR MORE PEOPLE TO EXPLORE, ENJOY, AND PROTECT THE PLANET BY SUPPORTING PROGRAMS AND POLICIES THAT REACH ACROSS ECONOMIC, CULTURAL, AND COMMUNITY LINES TO GET PEOPLE OUTDOORS; AND- BUILD A DIVERSE, INCLUSIVE ENVIRONMENTAL MOVEMENT THAT REFLECTS AND REPRESENTS TODAY'S AMERICAN PUBLIC, AND PRIORITIZES IMPORTANT CONNECTIONS BETWEEN ENVIRONMENTAL HEALTH AND SOCIAL JUSTICE. 0 0 32282148 32282148 0 BEYOND COAL - THE LONG-TERM GOAL OF THIS PROGRAM IS TO REVERSE THE SOCIAL, ECONOMIC AND ENVIRONMENTAL DAMAGE CAUSED BY GLOBAL CLIMATE CHANGE BY WORKING TO ENSURE OUR ELECTRICITY IS CARBON-FREE BY NO LATER THAN 2030 AND TRANSITIONING TO 100 PERCENT CLEAN RENEWABLE ENERGY BY NO LATER THAN 2050. THE PROGRAM'S SPECIFIC GOALS - WORKING IN PARTNERSHIP WITH ALLIED ORGANIZATIONS - ARE TO RETIRE EXISTING COAL PLANTS, PREVENT CONSTRUCTION OF NEW COAL-FIRED POWER PLANTS, BLOCK EXPANSION OF THE U.S. GAS FLEET, STOP INFRASTRUCTURE PROJECTS DESIGNED TO FACILITATE AND INCREASE OVERSEAS EXPORTS OF COAL AND GAS, AND PROMOTE CLEAN ENERGY ALTERNATIVES SUCH AS WIND AND SOLAR WHILE ADVANCING EQUITY AND JUSTICE, AND ENSURING A JUST ECONOMIC TRANSITION FOR WORKERS AND IMPACTED COMMUNITIES. 17202850 17202850 0 OUR WILD AMERICA - THE GOAL OF THIS PROGRAM IS TO PROTECT, CONSERVE, AND RESTORE PUBLIC AND PRIVATE LANDS TO RETAIN NATURAL SYSTEMS AND BENEFIT PRESENT AND FUTURE GENERATIONS, ESPECIALLY IN A CLIMATE-CHANGING WORLD. THE CAMPAIGN CONTINUES THE SIERRA CLUB'S LEGACY OF PROTECTING PUBLIC LANDS AND WILD PLACES; GETTING PEOPLE ACROSS ECONOMIC LINES, CULTURES, AND COMMUNITIES - INCLUDING MILITARY AND YOUTH - OUT IN NATURE; GIVING GRASSROOTS VOLUNTEERS THE KNOWLEDGE AND RESOURCES NEEDED TO PROTECT THE ENVIRONMENT NATIONALLY AND IN THEIR OWN COMMUNITIES; AND EXPANDING AND DIVERSIFYING THE ENVIRONMENTAL MOVEMENT. THE OUR WILD AMERICA CAMPAIGN IS ADVANCING THREE STRATEGIC INITIATIVES: (1) OPPOSING DIRTY FUELS EXTRACTION, PARTICULARLY ON PUBLIC LANDS, (2) PROTECTING LANDS, WATER, AND WILDLIFE, AND (3) GETTING PEOPLE OUTDOORS TO EXPLORE, ENJOY, AND PROTECT THE NATURAL WORLD. 10926336 10926336 0 CHAPTER AND GROUP EDUCATION PROJECT (CGEP) - THIS PROJECT SUPPORTS THE STATE AND LOCAL CHAPTERS AND GROUPS OF THE SIERRA CLUB IN THEIR WORK TO EDUCATE THE PUBLIC ABOUT THE THREATS TO THE ENVIRONMENT AND POTENTIAL SOLUTIONS AVAILABLE TO THEM. THE OVERARCHING GOALS OF THE CGEP ARE TO PROTECT THE NATURAL AND HUMAN ENVIRONMENT FOR THE BENEFIT OF THE GENERAL PUBLIC, TO ENFORCE LOCAL AND FEDERAL LAWS IN THE PUBLIC INTEREST, AND TO TRAIN AND PREPARE ACTIVISTS FOR PUBLIC ADVOCACY ON BEHALF OF ENVIRONMENTAL PROTECTION. IT IS A PROJECT THROUGH WHICH THE SIERRA CLUB FOUNDATION WORKS TO ACHIEVE ITS MISSION TO EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT. 36938112 36337997 0 THE SIERRA CLUB FOUNDATION PROVIDES A BROAD RANGE OF ADDITIONAL GRANTS TO SUPPORT CHARITABLE, EDUCATION, SCIENTIFIC, LITERARY AND LEGAL ENDEAVORS THAT FURTHER ITS CHARITABLE MISSION. 36938112 36337997 0 97349446 1 1 0 1 0 1 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 14 0 1 19 1 1 1 0 0 0 0 0 1 7 0 0 1 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AK AR CA CO FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND NV OH OK OR PA RI SC TN UT VA WV WA WI X X X KEVIN MCGAHAN 4159951780 2101 WEBSTER STREET 1250 OAKLAND CA 94612 X ROBIN MANN CHAIR 3.00 X X 0 0 0 GAIL GREENWALD CHAIR (THRU 05/20/22) 3.00 X X 0 0 0 JOEL SANDERS VICE CHAIR 2.00 X X 0 0 0 JESSICA SAROWITZ TREASURER 2.00 X X 0 0 0 REBEKAH SAUL BUTLER SECRETARY 2.00 X X 0 0 0 EVA KATHLEEN SCHULTE MEMBER-AT-LARGE 1.00 X X 0 0 0 DARREN ARONOFSKY DIRECTOR (THRU 03/05/22) 1.00 X 0 0 0 DONNEL BAIRD DIRECTOR 1.00 X 0 0 0 LOREN BLACKFORD DIRECTOR (THRU 08/15/22) 1.00 X 0 0 0 RAMON CRUZ DIRECTOR 1.00 X 0 0 0 PEDRO HENRIQUES DA SILVA DIRECTOR 1.00 X 0 0 0 CLAIRE BROIDO JOHNSON DIRECTOR 1.00 X 0 0 0 CHRISTIAN OKOYE DIRECTOR 1.00 X 0 0 0 PETER LIU DIRECTOR 1.00 X 0 0 0 PAUL RISSMAN DIRECTOR 1.00 X 0 0 0 JILL SOFFER DIRECTOR 1.00 X 0 0 0 STEPH SPEIRS DIRECTOR 1.00 X 0 0 0 MARK WALTERS DIRECTOR 1.00 X 0 0 0 DAN CHU EXECUTIVE DIRECTOR 40.00 X 368033 0 70754 KEVIN MCGAHAN CHIEF FINANCIAL OFFICER 40.00 X 280728 0 56797 HENRY HOLMES SR. DIRECTOR, PROGRAMS & COMPLIANCE 40.00 X 207580 0 40760 AGANA MORENO DIRECTOR OF FINANCE 40.00 X 163883 0 46835 JENNIE PALMER DIR. OF ADMIN & BOARD RELATIONS 40.00 X 114584 0 42230 TING LEE ASST. DIR., PROGRAMS & COMPLIANCE 40.00 X 100901 0 23750 1235709 0 281126 6 0 1 0 KPMG LLP DEPT 0922 PO BOX 120922 DALLAS TX 753120922 AUDIT FEES 124244 FUND EVALUATION GROUP PO BOX 639176 CINCINNATI OH 452639176 INVESTMENT FEES 117621 2 124102 83230913 1456642 83355015 2157242 2157242 36532790 35573293 959497 959497 959497 SOFTWARE COST REIMBURSEMENT 900099 1250072 1250072 MISCELLANEOUS INCOME 900099 21570 21570 PARTNERSHIP K-1 INCOME 900099 3463 3463 1275105 87746859 0 3463 4388381 X 96748906 96748906 425 425 1363927 297959 1064463 1505 260735 56959 203488 288 37499 8192 29266 41 136489 29817 106521 151 82209 17959 64159 91 158094 158094 66036 27183 38853 135194 135194 323650 69000 254650 11670 11670 254997 50921 203978 98 1258996 1258996 106107 22997 83058 52 27347 6518 20816 13 1421 14 1407 3891 843 3046 2 11905 2580 9319 6 FUNDRAISING REIMB. 11538126 11538126 OTHER/SOFTWARE LICENSE 900872 9173 29238 862461 REGULATORY COMPLIANCE 19910 19910 113448406 97349446 2437130 13661830 39489120 16098456 39117839 31135394 1967532 2813697 2891007 4600956 1208799 1034857 214471 127298 91065 87173 124930340 97364858 35054562 32210048 28362813 22630611 273113077 207976050 963244 1317283 15164708 14726210 23071009 14988233 39198961 31031726 X 111145022 81497990 122769094 95446334 233914116 176944324 273113077 207976050 X -25701547 -31614436 346191 X 0 1 X 1 0 X 100689985 115812118 92385175 100459492 83355015 492701785 100689985 115812118 92385175 100459492 83355015 492701785 84954744 407747041 1792310 1739560 1650919 3684006 2157242 11024037 -73 -12682 -152 155 3463 -9289 1163781 1482040 1433336 1270267 1271642 6621066 510337599 0.79900 0.81480 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: COST SOFTWARE REIMBURSEMENT - 2018 AMOUNT: $ 1,148,659. 2019 AMOUNT: $ 1,320,313. 2020 AMOUNT: $ 1,363,405. 2021 AMOUNT: $ 1,259,746. 2022 AMOUNT: $ 1,250,072. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 15,122. 2019 AMOUNT: $ 161,727. 2020 AMOUNT: $ 69,931. 2021 AMOUNT: $ 10,521. 2022 AMOUNT: $ 21,570. 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THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF ENDOWMENT ASSETS. PART X, LINE 2: THE FOUNDATION IS SUBJECT TO INCOME TAXES IN THE UNITED STATES AND CALIFORNIA ON UNRELATED BUSINESS INCOME. THE FOUNDATION HAS IDENTIFIED AND EVALUATED ITS SIGNIFICANT TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINS OPEN AND DETERMINED THERE IS NO MATERIAL UNRECOGNIZED BENEFIT OR LIABILITY TO BE RECORDED. THE FOUNDATION'S FEDERAL RETURNS ARE CURRENTLY OPEN UNDER THE STATUTE OF LIMITATIONS FOR THE YEAR ENDED DECEMBER 31, 2017 AND SUBSEQUENT YEARS AND CALIFORNIA RETURNS ARE OPEN FOR THE YEAR ENDED DECEMBER 31, 2016 AND SUBSEQUENT YEARS. THE FOUNDATION DOES NOT ANTICIPATE THAT THERE WILL BE ANY MATERIAL CHANGES IN THE UNRECOGNIZED TAX POSITIONS OVER THE NEXT 12 MONTHS. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST CLASSIFIED AS A TAX EXPENSE IN THE STATEMENT OF ACTIVITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 346,191. 1 SIERRA CLUB 2101 WEBSTER STREET STE 1300 OAKLAND CA 94612 941153307 501(C)(4) 94050499 0 ENVIRONMENTAL EDUCATION SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 23564 CALABASAS ROAD SUITE 201 CALABASAS CA 913021338 954116679 501(C)(3) 220000 0 GENERAL SUPPORT OF THE MISSION OF BUILDING EQUITY AND ALIGNMENT FOR IMPACT (BEA) AND FOR BEA FUND, A PARTICIPATORY GRANTMAKING FUND THAT DISTRIBUTES CRITICAL RESOURCES TO THE GRASSROOTS ENVIRONMENTAL JUSTICE MOVEMENT CONFLUENCE PHILANTHROPY 1 PENN PLAZA BOX 6169 NEW YORK NY 10119 273018135 501(C)(3) 15000 0 FOR GENERAL SUPPORT OF MISSION TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 401 BERKELEY CA 947041058 946090626 501(C)(3) 40000 0 TO RECORD THE ORAL HISTORY FROM SIERRA CLUB VOLUNTEERS, STAFF, AND MEMBERS FOR PRESERVATION AT BANCROFT LIBRARY TO SERVE AS INVALUABLE HISTORICAL RESOURCES, OFFERING WISDOM FOR FUTURE LEADERS AND DOCUMENTING MISTAKES THAT SHOULD NOT BE REPEATED AUDUBON SOCIETY OF NEW YORK INC 134 COVE ROAD OYSTER BAY NY 117712418 141698061 501(C)(3) 6300 0 TO SUPPORT THE THEODORE ROOSEVELT SANCTUARY & AUDUBON CENTER'S FOR THE BIRDS! PROGRAM AT LANDING ELEMENTARY SCHOOL IN GLEN COVE, NY THE PARTNERSHIP PROJECT PO BOX 65826 WASHINGTON DC 200355826 522192070 501(C)(3) 350000 0 TO BRING NATIONAL ENVIRONMENTAL GROUPS AND EJ GROUPS FROM ACROSS THE COUNTRY TOGETHER TO BUILD TRUST, BRIDGE HISTORIC DIVIDES, ALIGN AROUND A CORE SET OF POLICY PRINCIPLES AND COMMITMENTS, AND ADVOCATE FOR BOLD AND EQUITABLE CLIMATE POLICIES FLORIDA RISING TOGETHER 10800 BISCAYNE BLVD SUITE 1050 MIAMI FL 33161 453956785 501(C)(3) 30000 0 TO BUILD POWER, ESPECIALLY IN FRONT-LINE COMMUNITIES, TO SUPPORT THE MOVEMENT TO 100% CLEAN AND RENEWABLE ENERGY FOR ALL RIO GRANDE RETURN 1704 LLANO STREET SUITE B SANTA FE NM 875055415 208434340 501(C)(3) 20000 0 TO REPLANT NATIVE COTTONWOOD AND WILLOW AT ONE OF THE MOST HEAVILY ALTERED AREAS OF THE SANTA FE RIVER USED YEARS AGO AS PART OF A GRAVEL MINING OPERATION GREEN DIVERSITY INITIATIVE DBA GREEN 20 6218 GEORGIA AVENUE NW SUITE 1 WASHINGTON DC 20011 465220283 501(C)(3) 100000 0 FOR GENERAL SUPPORT OF MISSION TO ENSURE THAT THE ENVIRONMENTAL MOVEMENT IS COMMITTED TO JUSTICE, EQUITY, INCLUSION, AND DIVERSITY AND RECOGNIZES THE LEADERSHIP OF PEOPLE OF COLOR AT EVERY LEVEL OF THE MOVEMENT CITIZEN ACTION OF WISCONSIN EDUCATION FUND 221 SOUTH 2ND STREET 300 MILWAUKEE WI 53204 391520619 501(C)(3) 100000 0 TO ADVOCATE FOR INCREASED PROGRAMS THAT WILL REDUCE ENERGY BURDEN AND ENERGY BURDEN DISPARITIES IN MILWAUKEE, WI THROUGH ADMINISTRATIVE ADVOCACY AND COMMUNITY ORGANIZING SICANGU COMMUNITY DEVELOPMENT CORPORATION 27565 RESEARCH PARK DRIVE MISSION SD 57555 833857527 501(C)(3) 10500 0 FOR SPONSORSHIP OF SICANGU LAKOTA OYATE 7GEN IMPACT INVESTING SUMMIT (IN COOPERATION WITH THE ROSEBUD ECONOMIC DEVELOPMENT CORPORATION) TO INTRODUCE INVESTORS, FUNDERS, AND PARTNERS TO THE 7GEN INVESTING FRAMEWORK BLACK SUSTAINABILITY 1403 DOWNS DRIVE SW ATLANTA GA 303113443 853364819 501(C)(3) 35000 0 TO DIRECTLY SUPPORT FRONTLINE PARTNERS IN ATLANTA THAT ARE PURSUING THE CITY'S TRANSITION TO 100% CLEAN ENERGY PROGRESSIVE LEADERSHIP ALLIANCE OF NEVADA 2330 PASEO DE PRADO C 109 LAS VEGAS NV 89102 880318655 501(C)(3) 70000 0 TO SUPPORT ORGANIZING EFFORTS FOR A PUBLIC TRANSPORTATION SYSTEM THAT WORKS FOR THE PEOPLE AND WORKERS AND IS FAST, EASY TO NAVIGATE, AND CONSISTENT POWER SHIFT NETWORK PO BOX 73116 WASHINGTON DC 200563116 455616367 501(C)(3) 75000 0 TO FUND PART OF THE POWER SHIFT CONVERGENCE (APRIL 5-8, 2023), WHICH HAS BEEN A CRITICAL PART OF YOUTH MOVEMENT BUILDING FOR OVER 10 YEARS WE ACT FOR ENVIRONMENTAL JUSTICE 1854 AMSTERDAM AVENUE 2ND FLOOR NEW YORK NY 10031 133800068 501(C)(3) 75000 0 TO FOSTER CONNECTIONS AND COLLABORATION AT THE 27TH CONFERENCE OF THE PARTIES (COP27) AMONG CLIMATE JUSTICE ADVOCATES, GOVERNMENT AND BUSINESS LEADERS, AND MAINSTREAM ENVIRONMENTAL ORGANIZATIONS NONPROFIT LEGAL SERVICES OF UTAH 623 E 2100 S SUITE B1 SALT LAKE CITY UT 841061827 474827863 501(C)(3) 100000 0 TO BUILD NARRATIVE POWER AND NARRATIVE INFRASTRUCTURE TO MAKE A JUST TRANSITION FROM AN EXTRACTIVE ECONOMY TO A LIVING ECONOMY POLITICALLY POSSIBLE IN UTAH AND FOSTER A CULTURAL TRANSFORMATION THAT UPROOTS HARMFUL STORIES UPHOLDING THE STATE'S EXTRACTIVE ECONOMY, REPAIRS HARM, AND BIRTHS NEW STORIES FOR A LIVING ECONOMY RIGHT TO THE CITY ALLIANCE 388 ATLANTIC AVENUE 3RD FLOOR BROOKLYN NY 112173651 943462187 501(C)(3) 175000 0 TO SUPPORT HOMES FOR ALL ST. LOUIS, A BLACK-LED COALITION OF TENANT ASSOCIATIONS, GRASSROOTS GROUPS, AND ALLIED HOUSING-JUSTICE ADJACENT NONPROFITS BUILDING POWER BY CATALYZING TENANT ASSOCIATIONS, WHICH SERVE AS AN ACCOUNTABILITY MECHANISM TO IMPROVE HOUSING QUALITY AND LAUNCH PUBLIC POLICY CAMPAIGNS AMANESER 2025 405 AVE AMERICO MIRANDA SAN JUAN PR 009274624 660870990 501(C)(3) 95000 0 TO EXPAND THE CREATION OF COMMUNITY-LED EMERGENCY SOLAR INSTALLATION SYSTEMS IN PUERTO RICO FOR INCREASED RESILIENCE IN THE FACE OF HURRICANES, EARTHQUAKES, AND UNRELIABLE ELECTRICAL SYSTEMS CENTER FOR INVESTIGATIVE JOURNALISM PO BOX 6834 SAN JUAN PR 009146834 660705065 501(C)(3) 95000 0 TO PARTNER WITH SIERRA CLUB PUERTO RICO TO DEVELOP CAPACITIES, SKILLS AND TOOLS NEEDED TO DO WATCHDOG CLIMATE JUSTICE WORK THROUGH AN EMERGING OBSERVATORIO DE ACCION CLIMATICA (OAC) STEERING COMMITTEE AND TO TRAIN AND GIVE REPORTING GRANTS TO LOCAL JOURNALISTS THAT WANT TO INVESTIGATE PRESSING CLIMATE CRISES ISSUE POPULATION MEDIA CENTER 30 KIMBALL AVENUE SUITE 302 SOUTH BURLINGTON VT 054036825 030358029 501(C)(3) 939274 0 GENERAL SUPPORT OF POPULATION MEDIA CENTER'S MISSION TO USE ENTERTAINMENT-EDUCATION AND MASS MEDIA TO PROMOTE SOCIAL AND CULTURAL CHANGE BY ADDRESSING THE INTERCONNECTED ISSUES OF THE FULL RIGHTS OF WOMEN AND GIRLS, POPULATION, AND THE ENVIRONMENT BIKE PITTSBURGH 188 43RD STREET 1 PITTSBURGH PA 152013152 364491002 501(C)(3) 8000 0 FOR GENERAL SUPPORT OF BIKE PITTSBURGH'S MISSION TO TRANSFORM STREETS TO MAKE BIKING AND WALKING COMMONPLACE FOR ALL PITTSBURGHERS IN ORDER TO IMPROVE QUALITY OF LIFE AND REDUCE THE HARMFUL EFFECTS OF CAR DEPENDENCE IN COMMUNITIES GREEN LATINOS 1919 14TH STREET SUITE 700 BOULDER CO 803025482 263386082 501(C)(3) 100000 0 FOR THE AMERICA THE BEAUTIFUL FOR ALL COALITION'S COMMUNITY SUPPORT FUNDING POT & OPERATIONS FUND TO ENSURE THE COALITION IS NEED-BLIND AND THAT FRONTLINE AND BIPOC ORGANIZATIONS INTERESTED IN PARTICIPATING CAN DO SO, SO THAT THE COALITION REFLECTS THE DIVERSITY OF AMERICA AND CENTERS THE VOICES OF PEOPLE OF COLOR WORKING TO CONSERVE 30 PERCENT OF U.S. LANDS, WATER, AND OCEANS BY 2030 21 1 PART I, LINE 2: ALL GRANTEES ARE REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT WHICH STATES FUNDS MAY BE SPENT ONLY IN ACCORDANCE WITH THE BUDGET AND PURPOSES AS STATED IN THE APPROVED PROJECT PROPOSAL, THAT NO PORTION OF THE GRANT FUNDS SHALL BE USED TO CARRY ON PROPAGANDA, OR OTHERWISE ATTEMPT TO INFLUENCE LEGISLATION OR THE OUTCOME OF ANY PUBLIC ELECTION EXCEPT AS PERMITTED UNDER THE APPLICABLE GRANT AGREEMENT, OR FOR ANY NON-CHARITABLE, NON-EDUCATIONAL PURPOSES; THAT THE ACTIVITIES SUPPORTED BY THE GRANT ARE CARRIED OUT FOR PUBLIC BENEFIT AND ANY WORK PRODUCTS ASSOCIATED WITH THE GRANT SHOULD BE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUESTS; AND THE FOUNDATION EXAMINES THE GRANTEE'S PROGRESS BY REQUIRING FINANCIAL AND NARRATIVE REPORTS. X X X 0 0 0 0 0 0 0 0 0 DAN CHU EXECUTIVE DIRECTOR 362433 0 5000 0 600 0 39270 0 31484 0 438787 0 0 0 KEVIN MCGAHAN CHIEF FINANCIAL OFFICER 275128 0 5000 0 600 0 20470 0 36327 0 337525 0 0 0 HENRY HOLMES SR. DIRECTOR, PROGRAMS & COMPLIANCE 201980 0 5000 0 600 0 28910 0 11850 0 248340 0 0 0 AGANA MORENO DIRECTOR OF FINANCE 158283 0 5000 0 600 0 16933 0 29902 0 210718 0 0 0 JENNIE PALMER DIR. OF ADMIN & BOARD RELATIONS 108984 0 5000 0 600 0 15434 0 26796 0 156814 0 0 0 X 494 506020 FAIR MARKET VALUE X 318 2008939 FAIR MARKET VALUE X SOFTWARE LICENSES 1 661480 FAIR MARKET VALUE 9 0 1 1 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE ORGANIZATION USES A THIRD PARTY TO MANAGE THEIR VEHICLE DONATION PROGRAM. CARS, SAN DIEGO, CA MANAGES ALL ASPECTS OF THE PROGRAM, INCLUDING TAX REPORTING AND DEPOSITS NET PROCEEDS DIRECTLY TO THE FOUNDATION'S BANK ACCOUNT. FORM 990, PART I, LINE 6: VOLUNTEERS INCLUDE BOARD MEMBERS AND PROPERTY MANAGEMENT VOLUNTEERS IN MT. SHASTA FOR HORSE CAMP. ESTIMATED BASED ON THE BOARD ROSTERS AND HORSE CAMP COMMITTEE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FINAL FORM 990 WAS REVIEWED BY SENIOR STAFF AND AUDIT COMMITTEE WITH THE PAID PREPARERS BY A CONFERENCE CALL AND ALL QUESTIONS WERE ADDRESSED PRIOR TO BEING TRANSMITTED TO THE FULL BOARD BEFORE FILING. ADDITIONALLY, THE 990 WAS REVIEWED BY THE FOUNDATION'S LEGAL COUNSEL BEFORE THE AUDIT COMMITTEE CONFERENCE CALL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE FURNISHED ANNUALLY WITH A CONFLICT OF INTEREST QUESTIONNAIRE FOR THE PURPOSE OF IDENTIFYING AND REVIEWING TRANSACTIONS OR RELATIONSHIPS THAT HAVE THE POTENTIAL TO LEAD TO CONFLICT OF INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 IN ACCORDANCE WITH ORGANIZATION POLICY, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER BASED ON JOB DUTIES, PERFORMANCE AND SALARY SURVEY INFORMATION FROM OTHER COMPARABLE NONPROFIT ORGANIZATIONS AND RECOMMENDS APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE AND UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN SEC. 6104(D). THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG. THE FOUNDATION MAKES AVAILABLE COPIES OF ITS ORGANIZING DOCUMENTS AND CONFLICT OF INTEREST POLICIES TO MEMBERS OF THE PUBLIC WHO REQUEST COPIES. FORM 990, PART VI, SECTION B, LINE 16: THE SIERRA CLUB FOUNDATION HAS INVESTMENTS IN SEVERAL INVESTMENT PARTNERSHIPS THROUGH PRIVATE EQUITY FUNDS. THE PRIMARY PURPOSE OF THE ORGANIZATION'S INVESTMENT IN THE PARTNERSHIPS IS THE PRODUCTION OF INCOME OR APPRECIATION OF PROPERTY. FORM 990, PART VII, SECTION A, LINE 1A: THE SIERRA CLUB FOUNDATION ENTERED INTO A RESOURCE SHARING AGREEMENT WITH SIERRA CLUB, AN UNRELATED ORGANIZATION, EFFECTIVE AUGUST 13, 2021. ACCORDING TO THE AGREEMENT DAN CHU, EXECUTIVE DIRECTOR, AND JENNIE PALMER, DIRECTOR OF ADMINISTRATION AND BOARD RELATIONS, SHARED THEIR TIME BETWEEN THE FOUNDATION AND THE CLUB. SIERRA CLUB REIMBURSED THE FOUNDATION FOR ITS SHARE OF PERSONNEL COSTS AND OVERHEAD COSTS PAID BY THE FOUNDATION ON A QUARTERLY OR MORE FREQUENT BASIS. DURING CALENDAR YEAR 2022, $86,435 OF DAN CHU'S COMPENSATION AND $17,707 OF JENNIE PALMER'S COMPENSATION REPORTED ON PART VII AND SCHEDULE J OF THIS FORM 990 WERE FOR SERVICES PERFORMED FOR SIERRA CLUB. FORM 990, PART IX, LINE 24A, FUNDRAISING REIMBURSEMENT: IN ACCORDANCE WITH A COST SHARING AGREEMENT BETWEEN THE FOUNDATION AND THE SIERRA CLUB, THE FOUNDATION AGREED TO REIMBURSE THE SIERRA CLUB FOR FUNDRAISING SALARIES AND OTHER FUNDRAISING EXPENSES INCURRED ON BEHALF OF THE FOUNDATION; THE REIMBURSED AMOUNTS ARE REFLECTED AS "FUNDRAISING REIMBURSEMENT" ON THE STATEMENT OF FUNCTIONAL EXPENSES, FORM 990, PART IX. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 346,191. CHARITABLE REMAINDER TRUSTS (32) 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 INVESTMENT CA THE SIERRA CLUB FOUNDATION T 1 POOLED INCOME FUNDS (2) 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 INVESTMENT CA THE SIERRA CLUB FOUNDATION T 1 GIFT ANNUITY POOLS (1) 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 INVESTMENT CA THE SIERRA CLUB FOUNDATION T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0