2025-11-06T17:51:45-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 225 S LAKE AVE SUITE 900 PASADENA CA 91101 990 2024-01-01 886576331 CHALTEN TRUST CHAL 3073957117 255 BUFFALO WAY PO BOX 1905 JACKSON WY 830011905 GREG CURTIS TRUSTEE PRESIDENT 3073957117 2025-11-06 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2025-11-06 2024 2025-03-06 01:10:19Z GREG CURTIS 255 BUFFALO WAY PO BOX 1905 JACKSON WY 830011905 5254657 0 X N/A X 2022 WY PROVIDES GRANTS TO ORGANIZATIONS ENGAGED IN PROTECTING THE ENVIRONMENT AND ENGAGES IN DIRECT CONSERVATION EFFORTS TO PROTECT THE ENVIRONMENT THROUGH THE ACQUISITION OF LAND OR OTHER PROPERTY OR CONTRACTUAL RIGHTS. 1 0 0 0 0 0 0 0 0 0 3238630 5254657 0 0 3238630 5254657 3189106 2711000 0 0 96406 99796 0 0 0 24926 62921 3310438 2873717 -71808 2380940 116920161 119339962 6529 45390 116913632 119294572 X FIGHTING THE ENVIRONMENTAL CRISIS BY RAISING AWARENESS OF THE CURRENT ENVIRONMENTAL CRISIS; PROTECTING BIODIVERSITY AND CLIMATE RESILIENCE THROUGH LAND PRESERVATION AND RESTORATION; DEFENDING AND SUPPORTING DEMOCRACY AND ENVIRONMENTAL ACTIVISM; LOBBYING AND OTHER ADVOCACY IN SUPPORT OF THESE ISSUES; AND MAKING GRANTS TO OTHER NONPROFIT ORGANIZATIONS. 0 0 2799929 2711000 FIGHTING THE ENVIRONMENTAL CRISIS BY RAISING AWARENESS OF THE CURRENT ENVIRONMENTAL CRISIS; PROTECTING BIODIVERSITY AND CLIMATE RESILIENCE THROUGH LAND PRESERVATION AND RESTORATION; DEFENDING AND SUPPORTING DEMOCRACY AND ENVIRONMENTAL ACTIVISM; LOBBYING AND OTHER ADVOCACY IN SUPPORT OF THESE ISSUES; AND MAKING GRANTS TO OTHER NONPROFIT ORGANIZATIONS. 2799929 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X FOUR SEAS LLC DBA HOLDFAST COLLECTIVE 3073957117 255 BUFFALO WAY PO BOX 1905 JACKSON WY 830011905 FOUR SEAS LLC DBA HOLDFAST COLLECTIVE INSTITUTIONAL TRUSTEE 4.00 X 99796 0 0 99796 0 0 0 0 0 0 0 5254657 5254657 5254657 0 0 5254657 2711000 2711000 99796 88929 10867 3780 3780 9450 9450 7691 7691 TAXES 42000 42000 2873717 2799929 73788 0 220007 38685 2500000 2921852 9656 1938927 114190498 114190498 250000 116920161 119339962 6529 45390 6529 45390 X 0 0 0 0 116913632 119294572 116913632 119294572 116920161 119339962 2380940 0 X 0 0 0 200000 200000 200000 1 ACTIVATE AMERICA 312 CLAY STREET SUITE 300 OAKLAND CA 94607 821486676 200000 PART I-A, LINE 1: ORGANIZATION GAVE A GRANT TO A POLITICAL ACTION COMMITTEE. SEE SCHEDULE C, PART I-C, LINE 5 FOR DETAILS. 0 NON-VOTING STOCK 114190498 C 114190498 NORTH AMERICA 0 0 INVESTMENTS 250000 0 0 0 0 0 0 250000 0 250000 0 0 0 0 0 0 1 MARIN COMMUNITY FOUNDATION 5 HAMILTON LANDING SUITE 200 NOVATO CA 94949 943007979 501(C)(3) 2422000 0 PHILANTHROPY RELATED TO PROTECTING OUR PLANET FROM CLIMATE CHANGE; GENERAL SUPPORT ACTIVATE AMERICA 312 CLAY STREET SUITE 300 OAKLAND CA 94607 821486676 200000 0 ADVOCACY RELATED TO PROTECTING OUR PLANET FROM CLIMATE CHANGE; GENERAL SUPPORT 314 ACTION PO BOX 14560 WASHINGTON DC 20044 813165165 501(C)(4) 20000 0 ADVOCACY RELATED TO PROTECTING OUR PLANET FROM CLIMATE CHANGE; GENERAL SUPPORT LEAGUE OF CONSERVATION VOTERS INC 740 15TH STREET 7TH FLOOR WASHINGTON DC 20005 521733698 501(C)(4) 20000 0 ADVOCACY RELATED TO PROTECTING OUR PLANET FROM CLIMATE CHANGE; GENERAL SUPPORT CALIFORNIA ENVIRONMENTAL VOTERS 1111 BROADWAY SUITE 300 OAKLAND CA 94607 943169564 501(C)(4) 15000 0 ADVOCACY RELATED TO PROTECTING OUR PLANET FROM CLIMATE CHANGE; GENERAL SUPPORT SOAR INC PO BOX 7352 VENTURA CA 93006 770526592 501(C)(4) 10000 0 ADVOCACY RELATED TO PROTECTING OUR PLANET FROM CLIMATE CHANGE; GENERAL SUPPORT VENTURA CITZENS FOR HILLSIDE PRESERVATION INC 450 DOROTHY AVE VENTURA CA 93003 770564604 501(C)(4) 10000 0 ADVOCACY RELATED TO PROTECTING OUR PLANET FROM CLIMATE CHANGE; GENERAL SUPPORT VOTEWATER INC 3727 SE OCEAN BLVD STE 200-A STUART FL 34996 810801562 501(C)(4) 10000 0 ADVOCACY RELATED TO PROTECTING OUR PLANET FROM CLIMATE CHANGE; GENERAL SUPPORT 1 7 PART I, LINE 2: FOR ALL GRANTS THE TRUST REQUIRES REPORTING FROM GRANTEES ON THE USE OF FUNDS AND PERIODICALLY ENGAGES WITH GRANTEES TO ENSURE THAT REPORTING IS BEING PERFORMED TIMELY AND ACCURATELY. FOR LARGER GRANTS, THE TRUST FOLLOWS A PROCEDURE AKIN TO EXPENDITURE RESPONSIBILITY. THIS PROCEDURE INCLUDES A PRE-GRANT INQUIRY TO EVALUATE THE HISTORY, EXPERIENCE AND ACTIVITIES OF THE GRANTEE. IF THE GRANT IS APPROVED, THE TRUST WILL ENTER INTO A WRITTEN COMMITMENT WITH THE GRANT RECIPIENT PRIOR TO PAYING THE GRANT. THE TRUST WILL ALSO OBTAIN A GRANT REPORTS ON BOTH AN ANNUAL BASIS AND UPON THE COMPLETION OF THE GRANT (DEPENDING ON THE LENGTH OF THE GRANT PAYMENT AND THE PROJECT FUNDED.) THIS REPORT PROVIDES INFORMATION ON THE USE OF THE GRANT FUNDS, COMPLIANCE WITH THE TERMS OF THE GRANTS AND PROGRESS MADE TOWARDS ACHIEVING THE PURPOSE OF THE GRANT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A PUBLIC ACCOUNTING FIRM AND THE TRUSTEE REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION IS MANAGED BY AN INSTITUTIONAL TRUSTEE, FOUR SEAS LLC DBA HOLDFAST COLLECTIVE. THE TRUSTEE FEE IS PAID TO AN INSTITUTIONAL TRUSTEE FOR MANAGEMENT AND OPERATIONAL SERVICES AND DOES NOT REPRESENT COMPENSATION TO ANY INDIVIDUAL EMPLOYEE. THE FEE COVERS THE OPERATING COSTS FOR THIS GRANT MAKING ENTITY AND OUTSIDE ADVISOR FEES FOR ACCOUNTING, LEGAL AND CONSULTING. THE ORGANIZATION SOUGHT AN OPINION FROM AN INDEPENDENT CONSULTANT TO DETERMINE THE FEE, WHICH WAS ESTABLISHED USING COMPARABILITY DATA AND IS BASED ON THE TOTAL INCOME GENERATED BY THE ASSETS OF THE TRUST. THE TRUSTEE FEE IS DOCUMENTED IN THE TRUSTEE FEE AGREEMENT. THE INSTITUTIONAL TRUSTEE FEE IS REPORTED ON PART VII, SECTION A AS WELL AS PART IX LINE 5 ACCORDING TO IRS FORM 990 INSTRUCTIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS WERE MADE AVAILABLE TO THE PUBLIC AS SOON AS THE DOCUMENTS WERE FINALIZED AND APPROVED BY IRS. FORM 990, PART VII, SECTION A FOUR SEAS LLC IS DOING BUSINESS AS THE HOLDFAST COLLECTIVE, WHICH IS A TRUSTEE SUPPORTING THE PHILANTHROPIC WORK OF FIVE NON-PROFIT TRUSTS: THE HOLDFAST TRUST, CHALTEN TRUST, SOJOURNER TRUST, WILDER TRUST, AND TAIL WIND TRUST. THE HOLDFAST COLLECTIVE IS A TRUST COMPANY THAT WAS CREATED TO EFFICIENTLY MANAGE AND ADMINISTER THE PHILANTHROPIC WORK OF THE NON-PROFITS. PLEASE REFER TO THE PART VI, LINE 15A DISCLOSURE FOR MORE INFORMATION ON THE SERVICES PROVIDED BY THE HOLDFAST COLLECTIVE. ALL OF THE NON-PROFITS SERVED BY THE HOLDFAST COLLECTIVE ARE 501(C)(4) SOCIAL WELFARE ORGANIZATIONS. THE NON-PROFITS, COLLECTIVELY, OWN 100% OF PATAGONIA'S NON-VOTING STOCK AND RECEIVE 97.65% OF ANY DIVIDEND PATAGONIA ISSUES. DIVIDENDS ISSUED BY PATAGONIA FUND THE PHILANTHROPIC WORK OF THE NON-PROFITS. ALL THE NON-PROFITS ARE DEDICATED TO FIGHTING THE ENVIRONMENTAL CRISIS. FOR SIMPLICITY, WE REFER TO THE HOLDFAST COLLECTIVE AS PATAGONIA'S NON-PROFIT SHAREHOLDER.