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LIVERMORE LAB FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
LIVERMORE LAB FOUNDATION (EIN 81-2567763)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-10
IRS object ID
202542539349302009
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-10T15:38:01-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271155496PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROBERT LEE & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 W TAYLOR STREET STE AAddressLine1Txt
CitySAN JOSECityNm
State AbbreviationCAStateAbbreviationCd
ZIP95126ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812567763EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIVERMORE LAB FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIVEBusinessNameControlTxt
Phone9254539382PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17000 EAST AVE B661 L-794AddressLine1Txt
CityLIVERMORECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94550ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONA CRAWFORDPersonNm
Person TitleCHAIRPersonTitleTxt
Phone9254539382PhoneNum
Signature2025-09-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNICHOLAS PETERSENPreparerPersonNm
PTINP01274743PTIN
Phone4088556770PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDONA CRAWFORDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17000 EAST AVE B661 L-794AddressLine1Txt
CityLIVERMORECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94550ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,261,692GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressLIVERMORELABFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2016FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionADVANCING SCIENCE AND INSPIRING THE NEXT GENERATION OF SCIENCE AND TECHNOLOGY LEADERSActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,093,989PYContributionsGrantsAmt
CY Contributions Grants$1,241,329CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,027PYInvestmentIncomeAmt
CY Investment Income$20,363CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,096,016PYTotalRevenueAmt
CY Total Revenue$1,261,692CYTotalRevenueAmt
PY Grants And Similar Paid$1,506,743PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$715,008CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$195,902PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$204,184CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$60,239CYTotalFundraisingExpenseAmt
PY Other Expenses$284,123PYOtherExpensesAmt
CY Other Expenses$788,951CYOtherExpensesAmt
PY Total Expenses$1,986,768PYTotalExpensesAmt
CY Total Expenses$1,708,143CYTotalExpensesAmt
PY Revenues Less Expenses$1,109,248PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$446,451CYRevenuesLessExpensesAmt
Total Assets BOY$2,617,072TotalAssetsBOYAmt
Total Assets EOY$2,210,730TotalAssetsEOYAmt
Total Liabilities BOY$37,943TotalLiabilitiesBOYAmt
Total Liabilities EOY$37,992TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,579,129NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,172,738NetAssetsOrFundBalancesEOYAmt
MissionTHE LIVERMORE LAB FOUNDATION ADVANCES SCIENTIFIC KNOWLEDGE AND INSPIRES THE NEXT GENERATION OF SCIENCE AND TECHNOLOGY LEADERS BY LEVERAGING PHILANTHROPIC INVESTMENTS IN WORLD-CLASS RESEARCH, EDUCATION, AND INNOVATION AT LAWRENCE LIVERMORE NATIONAL LABORATORY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$379,118ExpenseAmt
Grant$117,800GrantAmt
DescUC CLIMATE ACTIONAS PART OF A TWO-YEAR STATEWIDE INITIATIVE, UC AWARDED FUNDS TO LLF TO CONDUCT CLIMATE ACTION INNOVATION AND ENTREPRENEURSHIP ACTIVITIES IN PARTNERSHIP WITH LAWRENCE LIVERMORE NATIONAL LAB (LLNL). LLF IS SUPPORTING A COHORT OF STUDENTS TO WORK WITH LAB MENTORS ON CLIMATE TECH-RELATED RESEARCH; CONDUCTING INDUSTRY RESEARCH ON WORKFORCE DEVELOPMENT CONSIDERATIONS TO SUPPORT THE FUTURE CARBON ECONOMY; AND ENGAGING WITH COMMUNITY ORGANIZATIONS TO EXPLORE POTENTIAL BENEFITS AND RISKS ASSOCIATED WITH SCALING UP CLIMATE TECHNOLOGIES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$510,395ExpenseAmt
Grant$323,128GrantAmt
DescROADS TO REMOVALIN 2023, LLNL RELEASED THE ROADS TO REMOVAL REPORT A COLLABORATIVE, NATIONAL EFFORT BY MORE THAN 68 SCIENTISTS AND 13 INSTITUTIONS EXAMINING REGIONAL OPPORTUNITIES IN CARBON DIOXIDE REMOVAL. WITH SUPPORT FROM BREAKTHROUGH ENERGY, CLIMATEWORKS FOUNDATION AND THE GRANTHAM FOUNDATION FOR THE PROTECTION OF THE ENVIRONMENT, LLF IS LEADING THE NATIONAL PUBLIC ROLLOUT OF THIS REPORT WITH A WEBSITE, VIDEOS, AND REGIONAL CONVENINGS AND SPEAKING ENGAGEMENTS ACROSS THE UNITED STATES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$552,550ExpenseAmt
Grant$274,080GrantAmt
DescSTEM AND OTHER RESEARCH ACTIVITIESWITH SUPPORT FROM DONORS AND ACADEMIC, COMMUNITY, AND INDUSTRY PARTNERS, LLF OFFERS FELLOWSHIP OPPORTUNITIES FOR UNDERGRADUATE THROUGH POST DOCTORAL SCHOLARS AT LAWRENCE LIVERMORE NATIONAL LAB. LLF SUPPORTS INTERNS WITH DEDICATED LAB MENTORS AND ACCESS TO LLNL FACILITIES AND RESOURCES, CONNECTING THEM WITH LAB TEAMS ENGAGED IN LLF'S STRATEGIC FOCUS AREAS, INCLUDING NEURODEGENERATIVE DISEASE RESEARCH. IN 2024, LLF SUPPORTED RESEARCH PROJECTS THAT LEVERAGE LLNL'S UNIQUE SUPERCOMPUTING, BIOENGINEERING, AND BIOSCIENCES CORE COMPETENCIES TO ACCELERATE COLLECTIVE EFFORTS TO DIAGNOSE, UNDERSTAND, AND TREAT AMYOTROPHIC LATERAL SCLEROSIS (ALS), PARKINSON'S, AND OTHER BRAIN DISEASES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,442,063TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document46IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DONA CRAWFORDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9254539382PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17000 EAST AVE B661 L-794AddressLine1Txt
CityLIVERMORECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94550ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DONA CRAWFORD
BOARD CHAIR10.00Yes (X)Yes (X)$0$0$0
CATHARINE BAKER
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL CARTER
DIRECTOR2.00Yes (X)$0$0$0
BRETT HENRIKSON
DIRECTOR2.00Yes (X)$0$0$0
ANANTHA KRISHNAN
DIRECTOR2.00Yes (X)$0$0$0
CHARLENE ZETTEL
DIRECTOR2.00Yes (X)$0$0$0
JUNE YU
DIRECTOR2.00Yes (X)$0$0$0
CAROLYN ZERKLE
DIRECTOR2.00Yes (X)$0$0$0
LORI SOUZA
DIRECTOR2.00Yes (X)$0$0$0
JAN TULK
DIRECTOR2.00Yes (X)$0$0$0
EMILY WU
DIRECTOR2.00Yes (X)$0$0$0
KIM BUDIL
DIRECTOR, EX OFFICIO1.00Yes (X)$0$0$0
GREG SUSKI
TREASURER AND SECRETARY2.00Yes (X)Yes (X)$0$0$0
SALLY ALLEN
EXECUTIVE DIRECTOR40.00Yes (X)$150,280$0$5,700
FieldValueIRS element (for citing)
Total Reportable Comp From Org$150,280TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$5,700TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FAIRBANK MASLIN MAULLIN METZ & ASSOCI
1999 HARRISON STREET 2020OAKLANDCA94612CONSULTANT$155,000
HOUGHTON COVEY GROUP
1399 REBECCA DRIVELIVERMORECA94550CONSULTANT$133,700
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,241,329AllOtherContributionsAmt
Total Contributions$1,241,329TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,890TotalRevenueColumnAmt
Exclusion$19,890ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$473OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$473OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$473TotalRevenueColumnAmt
Exclusion$473ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,261,692TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$20,363ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$373,128TotalAmt
Program Services$373,128ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$341,880TotalAmt
Program Services$341,880ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$150,280TotalAmt
Program Services$71,065ProgramServicesAmt
Management And General$41,984ManagementAndGeneralAmt
Fundraising$37,231FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$31,388TotalAmt
Program Services$10,497ProgramServicesAmt
Management And General$16,352ManagementAndGeneralAmt
Fundraising$4,539FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,516TotalAmt
Program Services$9,353ProgramServicesAmt
Management And General$8,777ManagementAndGeneralAmt
Fundraising$4,386FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,464TotalAmt
Management And General$2,464ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,529TotalAmt
Program Services$502ProgramServicesAmt
Management And General$1,027ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$20,113TotalAmt
Program Services$19,844ProgramServicesAmt
Management And General$269ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$100,425TotalAmt
Program Services$81,353ProgramServicesAmt
Management And General$19,072ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,353TotalAmt
Program Services$1,451ProgramServicesAmt
Management And General$3,176ManagementAndGeneralAmt
Fundraising$726FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
CONSULTANTS$443,563$364,924$67,906$10,733
PROGRAM SUPPLIES$164,192$164,192
ADMINISTRATIVE$49,461$3,836$43,001$2,624
BANK FEES$1,851$38$1,813

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,708,143TotalAmt
Program Services$1,442,063ProgramServicesAmt
Management And General$205,841ManagementAndGeneralAmt
Fundraising$60,239FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,245,163BOYAmt
EOY$1,066,178EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$264,012EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$228,290BOYAmt
EOY$391,499EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$143,619BOYAmt
EOY$489,041EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,617,072BOYAmt
EOY$2,210,730EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$37,943BOYAmt
EOY$37,992EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$37,943BOYAmt
EOY$37,992EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$791,179BOYAmt
EOY$1,072,711EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,787,950BOYAmt
EOY$1,100,027EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,579,129BOYAmt
EOY$2,172,738EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,617,072BOYAmt
EOY$2,210,730EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$446,451ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$40,060NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,887,379CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$705,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,120,045CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,093,989CurrentTaxYearMinus1YearAmt
Current Tax Year$1,241,329CurrentTaxYearAmt
Total$9,048,539TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,887,379CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$705,797CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,120,045CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,093,989CurrentTaxYearMinus1YearAmt
Current Tax Year$1,241,329CurrentTaxYearAmt
Total$9,048,539TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$218,752SubstantialContributorsTotAmt
Public Support Total170$8,829,787PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$383CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,028CurrentTaxYearMinus1YearAmt
Current Tax Year$19,890CurrentTaxYearAmt
Total$22,327TotalAmt
FieldValueIRS element (for citing)
Total Support$9,070,866TotalSupportAmt
Public Support CY1700.97340PublicSupportCY170Pct
Public Support PY1700.97370PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$369,406BeginningYearBalanceAmt
Contributions$97,201ContributionsAmt
Investment Earnings Or Losses$40,533InvestmentEarningsOrLossesAmt
End Year Balance$507,140EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$120,445BeginningYearBalanceAmt
Contributions$235,787ContributionsAmt
Investment Earnings Or Losses$13,174InvestmentEarningsOrLossesAmt
End Year Balance$369,406EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$131,720ContributionsAmt
Investment Earnings Or Losses-$11,275InvestmentEarningsOrLossesAmt
End Year Balance$120,445EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,314,127TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$40,060NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$12,375DonatedServicesAndUseFcltsAmt
Revenue Not Reported$52,435RevenueNotReportedAmt
Revenue Subtotal$1,261,692RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,261,692TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,720,518TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$12,375DonatedServicesUseFcltsAmt
Expenses Not Reported$12,375ExpensesNotReportedAmt
Expenses Subtotal$1,708,143ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,708,143TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGEMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OF ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF DECEMBER 31, 2024, MANAGEMENT DID NOT IDENTIFY ANY MATERIAL UNCERTAIN TAX POSITIONS.
SCHEDULE D PART V LINE 4THE QUASI-ENDOWMENT FUND IS ESTABLISHED AT THE UNIVERSITY OF CALIFORNIA FOR THE PURPOSE OF PROVIDING LONG-TERM FINANCIAL STABILITY FOR THE FOUNDATION.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
UNIVERSITY OF CALIFORNIA MERCED
5200 NORTH LAKE ROADMERCEDCA95343943067788501(C)(3)$31,672$0ROADS TO REMOVAL
LAWRENCE LIVERMORE NATIONAL LABORATORY
7000 EAST AVENUELIVERMORECA94550205624386$125,000$0CLIMATE GENERAL, ALS, ROADS TO REMOVAL
CLIMATE NOW
8912 70TH AVENUEFOREST HILLSNY11375834392671$216,456$0ROADS TO REMOVAL, CLIMATE GENERAL
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeFELLOWSHIP PAYMENTSGrantTypeTxt
Recipient37RecipientCnt
Cash Grant$341,880CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPAYMENT OF GRANTS REQUIRES WRITTEN APPROVAL, DESIGNATED MONITORS OF THE GRANT PROGRAMS, AND MEASURABLE MILESTONES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSALLY ALLENPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$150,280BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$5,700NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$155,980TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE AND INVESTMENT COMMITTEE REVIEWS THE FORM 990 PRIOR TO SIGNING, AND A COPY OF THE FINAL FORM IS PROVIDED TO THE FULL BOARD UPON FILING.
FORM 990, PART VI, SECTION B, LINE 12CDIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED ON AN ANNUAL BASIS TO DISCLOSE FINANCIAL, PERSONAL, OR BUSINESS INTERESTS THAT COULD GIVE RISE TO A POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST. IN CASES WHERE THE BOARD DETERMINES THAT AN INSIDER HAS A CONFLICT OF INTEREST, THE BOARD SHALL: (A) REQUIRE THAT THE INTERESTED PERSON LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT MAY CREATE THE CONFLICT OF INTEREST: AND (B) CONDUCT ANY INVESTIGATION NECESSARY TO EVALUATE THE TRANSACTION, WHICH MAY INCLUDE INVESTIGATING ALTERNATIVES THAT PRESENT NO CONFLICT OF INTEREST, AND/OR COMPILING APPROPRIATE DATA, SUCH AS COMPARABILITY STUDIES, TO DETERMINE FAIR MARKET VALUE FOR THE TRANSACTION. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER PROCEEDING WITH THE TRANSACTION IS IN THE CORPORATION'S BEST INTEREST.
FORM 990, PART VI, SECTION B, LINE 15ATHE GOVERNING BODY REVIEWS COMPARABLE SALARIES AND APPROVES THE COMPENSATION OF ITS CEO.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST.
FORM 990, PART XII, LINE 2C:NO CHANGE FOR TAX YEAR 2024