2019-11-11T13:15:35-06:00 2018-12-31 941254756 HOOD & STRONG LLP 275 BATTERY ST STE 900 SAN FRANCISCO CA 94111 990 2018-01-01 946069890 SIERRA CLUB FOUNDATION SIER 4159951780 2101 WEBSTER STREET NO 1250 OAKLAND CA 94612 SIMBA NDEMERA CFO 4159951780 2019-10-16 1 MAGA E KISRIEV P01008919 4157810793 12.201.129.210 2019-10-16 14:42:47 PD P 14408212A635E8F42A904D17529EDD5146E6480F AC4DF2D4A42C6AD81B5321F7D48656F676E65BB0 2018 2020-03-31 21:24:44Z DAN CHU 2101 WEBSTER STREET NO 1250 OAKLAND CA 94612 130633633 0 X WWW.SIERRACLUBFOUNDATION.ORG X 1960 CA EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT. 16 16 21 27 -73 1900 68508314 100689985 0 0 1919933 3306670 1095910 1163708 71524157 105160363 63236588 73450839 0 0 1124572 1335573 0 0 9388357 8529188 10147476 72890348 84933888 -1366191 20226475 158248704 173105225 22869368 25655679 135379336 147449546 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 28286880 28286880 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. 8479450 8479450 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. 8388013 8388013 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. 28622802 28296496 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. 28622802 28296496 0 73777145 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 17 0 1 21 1 1 1 0 0 0 0 0 1 3 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 CT 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 GAIL GREENWALD VICE CHAIR 2.00 X X 0 0 0 SHIRLEY WEESE-YOUNG CO-CHAIR 3.00 X X 0 0 0 ALLISON CHIN CO-CHAIR 3.00 X X 0 0 0 BILL WEIHL SECRETARY 2.00 X X 0 0 0 FLAVIA DELA FUENTE TREASURER 2.00 X X 0 0 0 STEVEN BERKENFELD OFFICER AT LARGE 2.00 X X 0 0 0 GEETA AIYER DIRECTOR 1.00 X 0 0 0 DARREN ARONOFSKY DIRECTOR 1.00 X 0 0 0 DONNEL BAIRD DIRECTOR 1.00 X 0 0 0 LOREN BLACKFORD DIRECTOR 1.00 X 0 0 0 MYKE BYBEE DIRECTOR 1.00 X 0 0 0 LARRY KEESHAN DIRECTOR 1.00 X 0 0 0 JOSEPH SANBERG DIRECTOR (THRU 11/15/18) 1.00 X 0 0 0 JOEL SANDERS DIRECTOR 1.00 X 0 0 0 JESSICA SAROWITZ DIRECTOR 1.00 X 0 0 0 JILL SOFFER DIRECTOR 1.00 X 0 0 0 STEPHANIE STUCKEY DIRECTOR 1.00 X 0 0 0 MARC WEISS DIRECTOR (THRU 11/15/18) 2.00 X 0 0 0 DAN CHU EXECUTIVE DIRECTOR 40.00 X 248168 0 39113 VIRGINIA QUICK CFO (THRU 6/13/18) 40.00 X 81866 0 21926 HENRY HOLMES GRANTS & COMPLIANCE DIRECT 40.00 X 114638 0 16495 SIMBA NDEMERA CHIEF FINANCIAL OFFICER 40.00 X 98889 0 20203 543561 0 97737 2 0 1 0 COMMUNITY COUNSELING SERVICE CO LLC PO BOX 824885 PHILADELPHIA PA 191824885 CONSULTING FEES 422684 FUND EVALUATION GROUP PO BOX 639176 CINCINNATI OH 452639176 MANAGEMENT FEES 105951 KPMG LLP PO BOX 120922 DALLAS TX 753120922 AUDIT FEES 100023 3 298945 100391040 2822311 100689985 1792310 1792310 26987630 25473270 1514360 1514360 1514360 COST SOFTWARE REIMBURSEMENT 900099 1148659 1148659 MISCELLANEOUS INCOME 900099 15122 15122 PARTNERSHIP K-1 INCOME 900099 -73 -73 1163708 105160363 0 -73 4470451 X 73384792 73384792 66047 66047 641298 114882 519727 6689 381648 68369 309298 3981 33094 5450 27299 345 211934 34899 174824 2211 67599 11132 55762 705 99637 99637 70753 27183 43570 100023 100023 103625 103625 14085 14085 53020 8737 44112 171 1331760 1331760 93791 19419 73897 475 38555 7983 30377 195 41695 41695 19899 4120 15678 101 21006 4349 16551 106 FUNDRAISING REIMBURSEME 6999996 6999996 OTHER/SOFTWARE LICENSE 1137463 19783 76058 1041622 REGULATORY COMPLIANCE 22168 22168 84933888 73777145 1768386 9388357 42489526 30656541 9232896 34167001 6775551 7089056 0 473934 1107391 1071733 222038 96899 139198 125139 58189563 61466425 26079880 24327002 14234699 13728394 158248704 173105225 147737 763161 8701334 10853782 14020297 14038736 22869368 25655679 X 45458458 40286084 89920878 107163462 135379336 147449546 158248704 173105225 X 20226475 -6672742 -1483523 X 0 1 X 1 0 X 58370413 87863343 71884506 68508314 100689985 387316561 58370413 87863343 71884506 68508314 100689985 387316561 69837381 317479180 1003018 1153324 1033190 1236333 1792310 6218175 3681 5685 -73 9293 1234878 1444714 1090225 1163781 4933598 398477627 757311 0.79670 0.85430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: COST SOFTWARE REIMBURSEMENT - 2015 AMOUNT: $ 1,147,035. 2016 AMOUNT: $ 1,386,785. 2017 AMOUNT: $ 1,029,948. 2018 AMOUNT: $ 1,148,659. MISCELLANEOUS INCOME - 2015 AMOUNT: $ 87,843. 2016 AMOUNT: $ 57,929. 2017 AMOUNT: $ 10,942. 2018 AMOUNT: $ 15,122. REFUNDED GRANTS - 2017 AMOUNT: $ 49,335. 2018 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80387 256904 337291 84392972 84730263 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 409016 395173 547403 337291 1688883 250000 250000 250000 250000 1000000 1500000 67428 84153 101288 80387 333256 9 18064 51566 447896 1 1 34998160 1045192 -1594772 1652233 32796347 31470633 333502 4693197 1499172 34998160 20877444 10652858 1180706 1240375 31470633 21668804 162436 112288 1066084 20877444 21208434 154960 978197 672787 21668804 0.04720 0.83340 0.11940 0 0 67421 67421 52039 26611 25428 28483 18919 9564 74095 51369 22726 125139 INTERNATIONAL EQUITY 9601952 F HEDGE FUNDS 3490168 F LIMITED PARTNERSHIPS 11234882 F 24327002 SPLIT-INTEREST AGREEMENT 13728394 13728394 SPLIT-INTEREST AGREEMENT 14038736 14038736 X 97004098 -6672742 -1483523 -8156265 105160363 0 105160363 84933888 0 84933888 0 84933888 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, 2015 AND SUBSEQUENT YEARS AND CALIFORNIA RETURNS ARE OPEN FOR THE YEAR ENDED DECEMBER 31, 2014 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 -1,483,523. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 66047 0 0 0 0 0 0 66047 0 66047 EUROPE (INCLUDING ICELAND & GREENLAND) COMMUNITY TIGER CONSERVATION & FOREST RIGHTS IMPLEMENTATION 66047 WIRE 1 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 DOCOMENTATION 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. 1 SIERRA CLUB 2101 WEBSTER STREET STE 1300 OAKLAND CA 94612 941153307 501(C)(4) 71836530 ENVIRONMENTAL EDUCATION MOVEMENT STRATEGY CENTER 436 14TH ST FL 5 OAKLAND CA 946122708 201037643 501(C)(3) 320000 FOR 100% CLEAN RENEWABLE ENERGY SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES PO BOX 4569 ARCATA CA 955184569 680027247 501(C)(3) 250000 STANDING ROCK RENEWABLE ENERGY ROCKEFELLER PHILANTHROPY ADVISORS 6 WEST 48TH STREET 10TH FLOOR NEW YORK NY 10036 133615533 501(C)(3) 250000 FOR THE AIIM CATALYTIC FUND ROCKY MOUNTAIN INSTITUTE 2490 JUNCTION PL STE 200 BOULDER CO 803012167 742244146 501(C)(3) 188000 FOR CLEAN ENERGY FOR ALL CAMPAIGN MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCARY 1919 UNIVERSITY AVE W STE 515 SAINT PAUL MN 55104 237412105 501(C)(3) 70000 TO PROVIDE LEGAL COUNSEL FOR THE SIERRA CLUB'S BEYOND COAL CAMPAIGN AND CLEAN ENERGY INITIATIVES VERMONT ENERGY INVESTMENT CORPORATION 128 LAKESIDE AVE STE 401 BURLINGTON VA 054015907 030304418 501(C)(3) 50000 TO INCREASE AWARENESS OF ELECTRIC SCHOOL BUS TECHNOLOGY AND CONNECT SCHOOLS TO VOLKSWAGEN SETTLEMENT FUNDS TO SUPPORT DEPLOYMENT OF THIS TECHNOLOGY AS YOU SOW 1611 TELEGRAPH AVE STE 1450 OAKLAND CA 946122101 943169008 501(C)(3) 50000 TO STOP SUPPORTING BIG OIL'S PLANNED DEVELOPMENT OF THE ARCTIC NATIONAL WILDLIFE REFUGE GRASSROOTS INTERNATIONAL 179 BOYLSTON ST STE 4 JAMAICA PLAIN MA 021304545 042791159 501(C)(3) 50000 FOR RENEWABLE ENERGY IN INDIGENOUS COMMUNITIES ENVIRONMENT HEALTH COALITION 2727 HOOVER AVE STE 202 NATIONAL CITY CA 919506604 953798792 501(C)(3) 45000 TO PLAN AND LAUNCH A CALIFORNIA GAS PLANT RETIREMENT JOINT CAMPAIGN UNIVERSITY OF CA BERKELEY FOUNDATION 1995 UNIVERSITY AVE STE 401 BERKELEY CA 947041058 946090626 501(C)(3) 36000 FOR PRESERVATION AT BANCROFT LIBRARY SCHOLASTIC INC 557 BROADWAY NEW YORK NY 10012 133385513 35000 OUTDOORS ALLIANCE FOR KIDS ALASKA WILDERNESS LEAGUE 122 C ST NW STE 240 WASHINGTON DC 20001 521814742 501(C)(3) 30000 FOR UNITED ARCTIC REFUGE CAMPAIGN EMERALD CITIES COLLABORATIVE 1140 CONNECTICUT AVE NW STE 900B WASHINGTON DC 200364034 270920269 501(C)(3) 25000 FOR DEVELOPMENT OF THE ENERGY DEMOCRACY SCORECARD NATIVE MOVEMENT PO BOX 83467 FAIRBANKS AK 997083467 680535413 501(C)(3) 15000 FOR NATIVE MOVEMENT: ARCTIC REFUGE WILDLIFE SOUTHWEST ENVIRONMENTAL CENTER 275 N MAIN ST LAS CRUCES NM 880011274 850403860 501(C)(3) 12000 FOR NEW MEXICO BORDER WILDLIFE MONITORING PROJECT CONSERVATION CONGRESS 2132 NORD AVE UNIT 3 CHICO CA 95926 200244175 501(C)(3) 11000 FOR GRIZZLY BEAR PROGRAM CONFLUENCE PHILANTHROPY 436 14TH ST STE 900 OAKLAND CA 946122725 273018135 501(C)(3) 10000 FOR THE CLIMATE SOLUTIONS COLLABORATIVE'S RISKSHIFT INITIATIVE CHESAPEAKE CLIMATE ACTION NETWORK 6930 CARROLL AVE STE 720 TAKOMA PARK MD 209124499 113644283 501(C)(3) 8000 TO SUPPORT A CARBON PRICING EDUCATIONAL CAMPAIGN IN MARYLAND OUR CLIMATE EDUCATION FUND 333 SE 2ND AVE PORTLAND OR 972141025 263059927 501(C)(3) 8000 TO SUPPORT CARBON PRICING EDUCATIONAL PROJECTS CLIMATE XCHANGE EDUCATION AND RESEARCH INC 131 CAMBRIDGE ST BOSTON MA 021142702 473976138 501(C)(3) 6000 TO SUPPORT THE STATE CARBON PRICING NETWORK'S RESEARCH AND EDUCATIONAL EFFORTS THE CLIMATE REALITY PROJECT 750 9TH ST NW STE 520 WASHINGTON DC 200014540 870745629 501(C)(3) 6000 TO SUPPORT CLIMATE REALITY PROJECT PRESENTERS EDUCATION ON CARBON PRICING SUNRISE MOVEMENT EDUCATION FUND 50 F ST NW STE 800 WASHINGTON DC 200011547 464773036 501(C)(3) 50000 TO MAKE CLIMATE CHANGE AN URGENT PRIORITY IN EVERY CORNER OF THE US 21 2 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 233168 0 15000 0 0 0 14235 0 24878 0 287281 0 0 0 X 962 824555 FAIR MARKET VALUE X 192 1658115 FAIR MARKET VALUE X SOFTWARE LICENSES 1 339641 FAIR MARKET VALUE 3 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 -1,483,523. CHARITABLE REMAINDER TRUSTS (29) 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 INVESTMENT CA THE SIERRA CLUB FOUNDATION T 1 CHARITABLE LEAD TRUSTS (3) 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