2021-11-10T19:00:13-06:00 2020-12-31 941254756 HOOD & STRONG LLP 275 BATTERY STREET STE 900 SAN FRANCISCO CA 94111 990 2020-01-01 946069890 SIERRA CLUB FOUNDATION SIER 4159951780 2101 WEBSTER STREET NO 1250 OAKLAND CA 94612 KEVIN MCGAHAN CFO 4159951780 2021-11-03 1 KEVIN MCGAHAN 999009999 MAGA E KISRIEV P01008919 4157810793 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAN CHU 2101 WEBSTER STREET NO 1250 OAKLAND CA 94612 120065199 0 X WWW.SIERRACLUBFOUNDATION.ORG X 1960 CA EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT. 16 16 18 27 -152 0 115812118 92385175 0 0 3207339 1782844 1469358 1433184 120488815 95601203 79693272 80223680 0 0 1388354 1585664 0 0 11800788 12825779 12489260 93907405 94298604 26581410 1302599 222847989 244757583 31371703 30191067 191476286 214566516 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 32043337 32043337 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. 8800636 8800636 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. 8525470 8525470 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. 31256318 30854237 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. 31256318 30854237 0 80625761 1 1 0 1 0 1 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 1 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 9 0 1 18 1 0 0 0 0 0 0 1 8 0 0 1 0 0 0 X 16 16 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 NO 1250 OAKLAND CA 94612 ALLISON CHIN CHAIR (THRU 3/31/2020) 3.00 X X 0 0 0 GAIL GREENWALD CHAIR (STARTING 4/1/2020) 3.00 X X 0 0 0 JOEL SANDERS VICE CHAIR 2.00 X X 0 0 0 ROBIN MANN TREASURER 2.00 X X 0 0 0 BILL WEIHL SECRETARY 2.00 X X 0 0 0 LOREN BLACKFORD OFFICER-AT-LARGE 2.00 X X 0 0 0 DARREN ARONOFSKY DIRECTOR 1.00 X 0 0 0 DONNEL BAIRD DIRECTOR 1.00 X 0 0 0 REBEKAH SAUL BUTLER DIRECTOR 1.00 X 0 0 0 MYKE BYBEE DIRECTOR 1.00 X 0 0 0 RAMON CRUZ DIRECTOR 1.00 X 0 0 0 FLAVIA DE LA FUENTE DIRECTOR (THRU 12/17/2020) 1.00 X 0 0 0 CLAIRE BROIDO JOHNSON DIRECTOR 1.00 X 0 0 0 PAUL RISSMAN DIRECTOR 1.00 X 0 0 0 JESSICA SAROWITZ DIRECTOR 1.00 X 0 0 0 EVA KATHLEEN SCHULTE 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 STEPHANIE STUCKEY DIRECTOR (THRU 5/15/2020) 1.00 X 0 0 0 DAN CHU EXECUTIVE DIRECTOR 40.00 X 265862 0 54984 KEVIN MCGAHAN CHIEF FINANCIAL OFFICER 40.00 X 224048 0 42030 HENRY HOLMES SR DIRECTOR, PROGRAMS & COMPLIANCE 40.00 X 143160 0 29399 AGANA MORENO DIRECTOR OF FINANCE 40.00 X 121600 0 36810 754670 0 163223 4 0 1 0 KPMG LLP PO BOX 120922 DALLAS TX 753120922 AUDIT FEES 105519 FUND EVALUATION GROUP PO BOX 639176 CINCINNATI OH 452639176 INVESTMENT FEES 103334 2 142485 92242690 3637043 92385175 1650919 1650919 24595921 24463996 131925 131925 131925 SOFTWARE COST REIMBURSEMENT 900099 1363405 1363405 MISCELLANEOUS INCOME 900099 69931 69931 PARTNERSHIP K-1 INCOME 900099 -152 -152 1433184 95601203 0 -152 3216180 X 79824357 79824357 399323 399323 925094 187918 735907 1269 291136 59139 231597 400 28123 5303 22781 39 266915 50330 216219 366 74396 14028 60266 102 105994 105994 58664 27183 31481 115319 115319 112357 112357 12256 12256 88911 12100 76777 34 1365625 1365625 93793 20394 73330 69 24398 6355 18025 18 13289 13289 11806 2567 9230 9 22963 4993 17953 17 FUNDRAISING REIMBURSEME 9499996 9499996 OTHER/SOFTWARE LICENSE 954263 11771 9648 932844 REGULATORY COMPLIANCE 9626 9626 94298604 80625761 1872055 11800788 50098756 57272929 30860154 23136597 16334615 5402907 1188847 2891007 1333389 1224972 214471 116375 109902 98096 72992574 96075529 33207529 40822828 16722223 17832718 222847989 244757583 2723101 1707941 12775382 11880772 15873220 16602354 31371703 30191067 X 78317041 97739633 113159245 116826883 191476286 214566516 222847989 244757583 X 1302599 20626507 1161124 X 0 1 X 1 0 X 71884506 68508314 100689985 115812118 92385175 449280098 71884506 68508314 100689985 115812118 92385175 449280098 61899423 387380675 1033190 1236333 1792310 1739560 1650919 7452312 3681 5685 -73 -12682 -152 -3541 1444714 1090225 1163781 1482040 1433336 6614096 463342965 0.83610 0.81710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: COST SOFTWARE REIMBURSEMENT - 2016 AMOUNT: $ 1,386,785. 2017 AMOUNT: $ 1,029,948. 2018 AMOUNT: $ 1,148,659. 2019 AMOUNT: $ 1,320,313. 2020 AMOUNT: $ 1,363,405. MISCELLANEOUS INCOME - 2016 AMOUNT: $ 57,929. 2017 AMOUNT: $ 10,942. 2018 AMOUNT: $ 15,122. 2019 AMOUNT: $ 161,727. 2020 AMOUNT: $ 69,931. REFUNDED GRANTS - 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 49,335. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 265161 265161 94033443 94298604 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 547403 337291 662640 265161 1812495 250000 250000 250000 250000 1000000 1500000 101288 80387 233840 415515 PART II-A, LINE 1A: SOME LOBBYING EXPENSES WERE INADVERTENTLY OVERBILLED IN 2019 DUE TO A SYSTEMS ISSUE. THE OVERBILLING WAS REFUNDED TO THE FOUNDATION WHEN THE ERROR WAS DETECTED. THE REFUND WAS IN EXCESS OF GRASSROOTS LOBBYING EXPENSES INCURRED IN 2020 RESULTING IN NO GRASSROOTS LOBBYING EXPENSES REPORTED FOR THE YEAR. 4 394101 215280 621600 1 1 38335250 86308 6960807 2263265 43119100 32796347 21460 7298126 1780683 38335250 34998160 1045192 -1594772 1652233 32796347 31470633 333502 4693197 1499172 34998160 20877444 10652858 1180706 1240375 31470633 0.04754 0.63636 0.31610 0 0 67421 67421 52039 30038 22001 26093 23649 2444 68918 62688 6230 98096 INTERNATIONAL EQUITY 22958089 F LIMITED PARTNERSHIPS 17864739 F 40822828 SPLIT-INTEREST AGREEMENT 17789617 INTEREST RECEIVABLE 43101 17832718 SPLIT-INTEREST AGREEMENT 16602354 16602354 X 117388834 20626507 1161124 21787631 95601203 0 95601203 94298604 0 94298604 0 94298604 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 58 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. 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 1,161,124. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 399323 0 0 0 0 0 0 399323 0 399323 EUROPE (INCLUDING ICELAND & GREENLAND) WILDLIFE AND FOREST CONSERVATION AND PROTECTION IN INDIA 67000 EUROPE (INCLUDING ICELAND & GREENLAND) CENTRAL INDIA TIGER HABITAT PROTECTION PROJECT 288000 EUROPE (INCLUDING ICELAND & GREENLAND) INDIA TIGER HABITAT PROTECTION 44323 3 0 0 0 0 0 0 0 PART I, LINE 2: THE SIERRA CLUB FOUNDATION EXERCISES EXPENDITURE RESPONSIBILITY IN INTERNATIONAL GRANTMAKING. THE SIERRA CLUB FOUNDATION CONDUCTS PRE-GRANT INQUIRY TO OBTAIN RELEVANT DOCUMENTATION FOR ORGANIZATIONAL DUE DILIGENCE, INCLUDING COMPLIANCE WITH U.S. GOVERNMENT ANTI-TERRORISM POLICIES EXECUTIVE ORDER 13224, THE USA PATRIOT ACT, TREASURY DEPARTMENT ANTI-TERRORIST FINANCING GUIDELINES. ALL GRANTEES ENTER INTO A WRITTEN GRANT AGREEMENT SPELLING OUT THE PURPOSE, TERMS, AND CONDITIONS OF THE GRANT, INCLUDING PROHIBITION ON THE USE OF FUNDS FOR LOBBYING, POLITICAL ACTIVITY, OR OTHER NON-CHARITABLE PURPOSES. THE SIERRA CLUB FOUNDATION REQUIRES PERIODIC NARRATIVE AND FINANCIAL REPORTS FROM THE GRANTEE ON THE USE OF FUNDS. PART III ACCOUNTING METHOD: 1 SIERRA CLUB 2101 WEBSTER STREET STE 1300 OAKLAND CA 94612 941153307 501(C)(4) 78715562 ENVIRONMENTAL EDUCATION THE PARTNERSHIP PROJECT PO BOX 65826 WASHINGTON DC 20035 522192070 501(C)(3) 200000 EQUITABLE AND JUST NATIONAL CLIMATE PLATFORM FORUM PROJECT TO SUPPORT TRUST-BUILDING BETWEEN ENVIRONMENTAL JUSTICE AND NATIONAL GROUP LEADERS, DEVELOP JOINTLY SUPPORTED AND LED NATIONAL CLIMATE POLICY IDEAS, AND IDENTIFY PATHWAYS FOR MORE INCLUSIVE NATIONAL CLIMATE POLICY DEVELOPMENTS SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 23564 CALABASAS ROAD SUITE 201 CALABASAS CA 91302 954116679 501(C)(3) 125000 GENERAL SUPPORT OF THE MISSION OF BUILDING EQUITY AND ALIGNMENT FOR IMPACT (BEA) TO BRING TOGETHER DYNAMIC GRASSROOTS ORGANIZING GROUPS, EFFECTIVE NATIONAL GREEN ORGANIZATIONS, AND INNOVATORS IN PHILANTHROPY ENVIRONMENTAL HEALTH COALITION 2727 HOOVER AVENUE SUITE 202 NATIONAL CITY CA 919506604 953798792 501(C)(3) 100000 FOR THE CALIFORNIA ENVIRONMENTAL JUSTICE ALLIANCE'S REGENERATE CALIFORNIA CAMPAIGN TO CO-LEAD WITH THE SIERRA CLUB A CALIFORNIA GAS PLANT RETIREMENT CAMPAIGN ROOTED IN ENVIRONMENTAL JUSTICE (EJ) PRINCIPLES AND COMMUNITIES UNIVERSITY OF SOUTHERN CALIFORNIA 3500 S FIGUEROA ST STE 102 LOS ANGELES CA 90089 951642394 501(C)(3) 88600 THE NORMAN LEAR CENTER'S GOOD ENERGY PROJECT TO MAKE THE CLIMATE CRISIS A PREVAILING THEME IN FILM, TELEVISION, AND DIGITAL CONTENT BY SUPPORTING WRITERS, DIRECTORS, PRODUCERS, AND EXECUTIVES TO TELL MORE AND BETTER STORIES ABOUT THE BIGGEST STORY OF OUR TIME COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 943255070 501(C)(3) 70000 TO SUPPORT FRONTLINE PARTNER ORGANIZATION CAPACITY TO CONDUCT PUBLIC EDUCATION, COMMUNITY ORGANIZING, AND LEADERSHIP DEVELOPMENT TO BUILD A STRONGER, MORE INFORMED BASE TO DEMAND CLIMATE JUSTICE IN OREGON NEW FLORIDA MAJORITY EDUCATION FUND 10800 BISCAYNE BLVD SUITE 1050 MIAMI FL 33161 453956785 501(C)(3) 64200 TO ADVANCE THE DEVELOPMENT OF A SHARED ACCOUNTABILITY FRAMEWORK FOR 100% CLEAN ENERGY IN MIAMI-DADE COUNTY WITH A FOCUS ON EQUITY FRACK ACTION FUND INC PO BOX 4433 KINGSTON NY 12402 452989965 501(C)(3) 60000 TO FACILITATE WORK EDUCATING THE PUBLIC ABOUT THE ENVIRONMENTAL AND HEALTH IMPACTS OF FRACKING SIERRA FOOTHILLS AUDUBON SOCIETY PO BOX 1937 GRASS VALLEY CA 959451937 942770544 501(C)(3) 50000 FOR GENERAL SUPPORT - SIERRA FOOTHILLS AUDUBON SOCIETY'S PORTION OF FINAL ATTORNEY'S FEES FROM PLACER VINEYARDS DEVELOPMENT GROUP PURSUANT TO THE SETTLEMENT CONTRACT ENTERED INTO IN CONNECTION WITH SIERRA CLUB ET AL. V. COUNTY OF PLACER PARTNERSHIP FOR SOUTHERN EQUITY 55 IVAN ALLEN JR BLVD NW SUITE 530 ATLANTA GA 30308 274424115 501(C)(3) 50000 TO GENERATE INVESTMENT IN ATLANTA'S FRONTLINE COMMUNITIES FOR A 100% CLEAN ENERGY TRANSITION AND TO ADVANCE THE CREATION OF AN ATLANTA CLEAN ENERGY ADVISORY BOARD AND SHARED ACCOUNTABILITY FRAMEWORK WASHINGTON INTERFAITH NETWORK 1226 VERMONT AVE NW WASHINGTON DC 200053615 521956696 501(C)(3) 50000 COMMUNITY ORGANIZING, LEADERSHIP DEVELOPMENT, AND MOVEMENT BUILDING IN WASHINGTON D.C., FOCUSED ON THE INTERSECTION OF CLIMATE, UTILITIES, AFFORDABLE HOUSING, AND BUILDING ELECTRIFICATION UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVE STE 401 BERKELEY CA 947041058 946090626 501(C)(3) 40000 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 CLEAN UP THE RIVER ENVIRONMENT 117 SOUTH FIRST STREET MONTEVIDEO MN 562655502 311693392 501(C)(3) 30000 TO SUPPORT ONGOING PARTNERSHIP WITH SIERRA CLUB'S BEYOND COAL CAMPAIGN TO RETIRE COAL PLANTS AND STOP COAL PROJECTS IN NORTH DAKOTA TURNER FOUNDATION 133 LUCKIE STREET NW 2ND FLOOR ATLANTA GA 30303 581924590 501(C)(3) 26000 GRANT REFUND FOR SC GEORGIA CHAPTER PROTECTORES DE CUENCAS PO BOX 1563 YAUCO RQ 00698-1563 660778121 501(C)(3) 20000 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 EARTH ISLAND INSTITUTE 2150 ALLSTON WAY SUITE 460 BERKELEY CA 947041375 942889684 501(C)(3) 14812 GENERAL SUPPORT OF MISSION TO CONSERVE, PRESERVE, AND RESTORE THE ENVIRONMENT 350ORG 20 JAY STREET SUITE 732 BROOKLYN NY 112018352 261150699 501(C)(3) 14812 GENERAL SUPPORT OF MISSION TO BUILD A GLOBAL GRASSROOTS MOVEMENT TO SOLVE THE CLIMATE CRISIS CENTER FOR CARBON REMOVAL DBA CARBON 180 1111 BROADWAY FLOOR 3 OAKLAND CA 946074139 812560407 501(C)(3) 14812 GENERAL SUPPORT OF MISSION TO BRING TOGETHER SCIENTISTS, POLICYMAKERS, AND BUSINESSES TO FUNDAMENTALLY RETHINK CARBON COALITION FOR RAINFOREST NATIONS 52 VANDERBILT AVE RM 1401 NEW YORK NY 100173836 263221530 501(C)(3) 14812 GENERAL SUPPORT OF MISSION TO CREATE SOUND AND LONG-LASTING OPPORTUNITIES FOR ENVIRONMENTAL SUSTAINABILITY, SOCIAL AND ECONOMIC ADVANCEMENT, STRENGTHENED CAPACITY AND INTERNATIONAL MARKET REFORM IN A MANNER THAT ENHANCES TROPICAL FOREST STEWARDSHIP, BIODIVERSITY CONSERVATION AND GLOBAL CLIMATE STABILITY BY REVERSING THE DESTRUCTION OF TROPICAL RAINFORESTS CLIMATE EMERGENCY FUND 8383 WILSHIRE BLVD 400 BEVERLY HILLS CA 90211 842151545 501(C)(3) 14812 GENERAL SUPPORT OF MISSION TO FOCUS FUNDING ON RADICAL ACTION AS OPPOSED TO INCREMENTAL CHANGE BY FUNDING THE MOST IMPACTFUL CLIMATE ACTIVISTS WORKING TO DISRUPT THE STATUS QUO, INSPIRE OTHERS TO DO THE SAME, AND FORCE POLICYMAKERS TO TAKE ACTION CLEAN AIR TASK FORCE 114 STATE STREET FLOOR 6 BOSTON MA 021092421 043512550 501(C)(3) 14812 GENERAL SUPPORT OF MISSION TO PUSH THE CHANGE IN TECHNOLOGIES AND POLICIES NEEDED TO GET TO A ZERO-EMISSIONS, HIGH-ENERGY PLANET AT AN AFFORDABLE COST EARTHJUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 941114608 941730465 501(C)(3) 14812 GENERAL SUPPORT OF MISSION TO PROTECT OUR PLANET AND DEFEND THE RIGHTS OF ALL PEOPLE TO A HEALTHY ENVIRONMENT RAINFOREST TRUST 7200 LINEWEAVER RD STE 100 WARRENTON VA 201874004 133500609 501(C)(3) 14812 GENERAL SUPPORT OF MISSION TO PURCHASE AND PROTECT THREATENED RAINFORESTS AND SAVE ENDANGERED WILDLIFE THROUGH COMMUNITY ENGAGEMENT AND LOCAL PARTNERSHIPS CITIZENS' CLIMATE EDUCATION 1330 ORANGE AVE 309 CORONADO CA 921182949 262948811 501(C)(3) 10000 FOR GENERAL SUPPORT OF MISSION TO EMPOWER INDIVIDUALS TO EDUCATE KEY STAKEHOLDERS, POLICYMAKERS, AND THE GENERAL PUBLIC ABOUT EFFECTIVE SOLUTIONS TO CLIMATE CHANGE 23 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, 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 253094 0 12168 0 600 0 27840 0 27144 0 320846 0 0 0 KEVIN MCGAHAN CHIEF FINANCIAL OFFICER 218400 0 5048 0 600 0 11830 0 30200 0 266078 0 0 0 HENRY HOLMES SR DIRECTOR, PROGRAMS & COMPLIANCE 137280 0 5280 0 600 0 19420 0 9979 0 172559 0 0 0 AGANA MORENO DIRECTOR OF FINANCE 114400 0 6600 0 600 0 9819 0 26991 0 158410 0 0 0 X 997 615004 FAIR MARKET VALUE X 226 2338292 FAIR MARKET VALUE X SOFTWARE LICENSES 1 683747 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. 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 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 1,161,124. CHARITABLE REMAINDER TRUSTS (31) 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 INVESTMENT CA THE SIERRA CLUB FOUNDATION T 1 CHARITABLE LEAD TRUSTS (2) 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