2025-09-10T15:38:01-05:00 2024-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2024-01-01 812567763 LIVERMORE LAB FOUNDATION LIVE 9254539382 7000 EAST AVE B661 L-794 LIVERMORE CA 94550 DONA CRAWFORD CHAIR 9254539382 2025-09-09 1 1 NICHOLAS PETERSEN P01274743 4088556770 2024 2025-03-06 01:10:19Z DONA CRAWFORD 7000 EAST AVE B661 L-794 LIVERMORE CA 94550 1261692 0 X LIVERMORELABFOUNDATION.ORG X 2016 CA ADVANCING SCIENCE AND INSPIRING THE NEXT GENERATION OF SCIENCE AND TECHNOLOGY LEADERS 10 10 2 12 0 0 3093989 1241329 0 0 2027 20363 0 0 3096016 1261692 1506743 715008 0 0 195902 204184 0 0 60239 284123 788951 1986768 1708143 1109248 -446451 2617072 2210730 37943 37992 2579129 2172738 THE 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. 0 0 379118 117800 UC 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. 510395 323128 ROADS 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. 552550 274080 STEM 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. 1442063 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X DONA CRAWFORD 9254539382 7000 EAST AVE B661 L-794 LIVERMORE CA 94550 DONA CRAWFORD BOARD CHAIR 10.00 X X 0 0 0 CATHARINE BAKER DIRECTOR 2.00 X 0 0 0 MICHAEL CARTER DIRECTOR 2.00 X 0 0 0 BRETT HENRIKSON DIRECTOR 2.00 X 0 0 0 ANANTHA KRISHNAN DIRECTOR 2.00 X 0 0 0 CHARLENE ZETTEL DIRECTOR 2.00 X 0 0 0 JUNE YU DIRECTOR 2.00 X 0 0 0 CAROLYN ZERKLE DIRECTOR 2.00 X 0 0 0 LORI SOUZA DIRECTOR 2.00 X 0 0 0 JAN TULK DIRECTOR 2.00 X 0 0 0 EMILY WU DIRECTOR 2.00 X 0 0 0 KIM BUDIL DIRECTOR, EX OFFICIO 1.00 X 0 0 0 GREG SUSKI TREASURER AND SECRETARY 2.00 X X 0 0 0 SALLY ALLEN EXECUTIVE DIRECTOR 40.00 X 150280 0 5700 150280 0 5700 1 0 1 0 FAIRBANK MASLIN MAULLIN METZ & ASSOCI 1999 HARRISON STREET 2020 OAKLAND CA 94612 CONSULTANT 155000 HOUGHTON COVEY GROUP 1399 REBECCA DRIVE LIVERMORE CA 94550 CONSULTANT 133700 2 1241329 1241329 19890 19890 473 0 473 473 473 1261692 0 0 20363 373128 373128 341880 341880 150280 71065 41984 37231 31388 10497 16352 4539 22516 9353 8777 4386 2464 2464 1529 502 1027 20113 19844 269 100425 81353 19072 5353 1451 3176 726 CONSULTANTS 443563 364924 67906 10733 PROGRAM SUPPLIES 164192 164192 ADMINISTRATIVE 49461 3836 43001 2624 BANK FEES 1851 38 1813 1708143 1442063 205841 60239 2245163 1066178 0 264012 228290 391499 143619 489041 2617072 2210730 37943 37992 37943 37992 X 791179 1072711 1787950 1100027 2579129 2172738 2617072 2210730 -446451 40060 0 X X 0 1 X 1 0 X 1887379 705797 2120045 3093989 1241329 9048539 1887379 705797 2120045 3093989 1241329 9048539 218752 8829787 21 5 383 2028 19890 22327 9070866 0.97340 0.97370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 369406 97201 40533 507140 120445 235787 13174 369406 131720 -11275 120445 1.00000 1 0 0 X 1314127 40060 12375 52435 1261692 0 1261692 1720518 12375 12375 1708143 0 1708143 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 4 THE QUASI-ENDOWMENT FUND IS ESTABLISHED AT THE UNIVERSITY OF CALIFORNIA FOR THE PURPOSE OF PROVIDING LONG-TERM FINANCIAL STABILITY FOR THE FOUNDATION. 1 UNIVERSITY OF CALIFORNIA MERCED 5200 NORTH LAKE ROAD MERCED CA 95343 943067788 501(C)(3) 31672 0 ROADS TO REMOVAL LAWRENCE LIVERMORE NATIONAL LABORATORY 7000 EAST AVENUE LIVERMORE CA 94550 205624386 125000 0 CLIMATE GENERAL, ALS, ROADS TO REMOVAL CLIMATE NOW 8912 70TH AVENUE FOREST HILLS NY 11375 834392671 216456 0 ROADS TO REMOVAL, CLIMATE GENERAL 1 2 FELLOWSHIP PAYMENTS 37 341880 PART I, LINE 2: PAYMENT OF GRANTS REQUIRES WRITTEN APPROVAL, DESIGNATED MONITORS OF THE GRANT PROGRAMS, AND MEASURABLE MILESTONES. 0 0 0 0 0 0 0 0 0 SALLY ALLEN EXECUTIVE DIRECTOR 150280 0 0 0 0 0 0 0 5700 0 155980 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C DIRECTORS, 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 15A THE GOVERNING BODY REVIEWS COMPARABLE SALARIES AND APPROVES THE COMPENSATION OF ITS CEO. FORM 990, PART VI, SECTION C, LINE 19 THE 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