2024-10-08T15:40:03-05:00 2023-12-31 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-01-01 946069890 SIERRA CLUB FOUNDATION SIER 4159951780 2101 WEBSTER STREET 1250 OAKLAND CA 94612 KEVIN MCGAHAN CFO 4159951780 2024-10-07 1 0 MAGA E KISRIEV P01008919 4089988400 2023 2024-10-15 13:58:12Z DAN CHU 2101 WEBSTER STREET 1250 OAKLAND CA 94612 170995460 0 X WWW.SIERRACLUBFOUNDATION.ORG X 1960 CA EDUCATE AND EMPOWER PEOPLE TO PROTECT AND IMPROVE THE NATURAL AND HUMAN ENVIRONMENT. 12 12 19 24 0 0 83355015 85543074 0 0 3116739 2412014 1275105 1113651 87746859 89068739 96749331 97643491 0 0 1880859 2094120 0 0 12598862 14818216 13730413 113448406 113468024 -25701547 -24399285 207976050 199302924 31031726 31767255 176944324 167535669 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 27344063 27344063 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. 15438776 15438776 0 NATIONAL EDUCATION PROJECT - THIS PROJECT PROVIDES ADMINISTRATIVE AND PROGRAM SUPPORT TO THE SIERRA CLUB'S NATIONAL, STATE, AND LOCAL EFFORTS TO EDUCATE THE GENERAL PUBLIC ABOUT ISSUES RELATING TO THE PROTECTION OF THE NATURAL AND HUMAN ENVIRONMENT, OFFER THE PUBLIC AN OPPORTUNITY TO UNDERSTAND THE ENVIRONMENTAL COMMUNITY, AND TRAIN AND PREPARE ACTIVISTS FOR PUBLIC (NON-LEGISLATIVE AND NON-ELECTORAL) ADVOCACY. 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. 15021864 15021864 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. 40465463 39838789 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. 40465463 39838789 0 98270166 1 1 0 1 0 1 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 18 0 1 19 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN VA WV WI X X X KEVIN MCGAHAN 4159951780 2101 WEBSTER STREET 1250 OAKLAND CA 94612 ROBIN MANN CHAIR 3.00 X X 0 0 0 JOEL SANDERS VICE CHAIR 3.00 X X 0 0 0 JESSICA SAROWITZ TREASURER 2.00 X X 0 0 0 REBEKAH SAUL BUTLER SECRETARY 2.00 X X 0 0 0 EVA KATHLEEN SCHULTE MEMBER-AT-LARGE 2.00 X X 0 0 0 JODI ARCHAMBAULT DIRECTOR (THRU 11/14/23) 1.00 X 0 0 0 DONNEL BAIRD DIRECTOR (THRU 03/03/23) 1.00 X 0 0 0 ALLISON CHIN DIRECTOR 1.00 X 0 0 0 PEDRO HENRIQUES DA SILVA DIRECTOR (THRU 04/15/23) 1.00 X 0 0 0 CLAIRE BROIDO JOHNSON DIRECTOR (THRU 09/15/23) 1.00 X 0 0 0 PETER LIU DIRECTOR 1.00 X 0 0 0 CHRISTIAN OKOYE DIRECTOR 1.00 X 0 0 0 SANJAY RANCHOD DIRECTOR 1.00 X 0 0 0 PAUL RISSMAN DIRECTOR 1.00 X 0 0 0 JILL SOFFER DIRECTOR (THRU 10/03/23) 1.00 X 0 0 0 STEPH SPEIRS DIRECTOR 1.00 X 0 0 0 MARK WALTERS DIRECTOR 1.00 X 0 0 0 RAMON CRUZ DIRECTOR (THRU 5/20/23) 1.00 X 0 0 0 DAN CHU EXECUTIVE DIRECTOR 40.00 X 353043 0 69766 KEVIN MCGAHAN CHIEF FINANCIAL OFFICER 40.00 X 292556 0 59419 HENRY HOLMES SR. DIRECTOR, PROGRAMS & COMPLIANCE 40.00 X 216675 0 39558 AGANA MORENO DIRECTOR OF FINANCE 40.00 X 170552 0 48834 JENNIE PALMER DIR. OF ADMIN & BOARD RELATIONS 40.00 X 111144 0 40128 PEDRO DA SILVA DIRECTOR, SHIFTING TRILLIONS 40.00 X 133913 0 26753 TING LEE ASST. DIR., PROGRAMS & COMPLIANCE 40.00 X 105918 0 23787 1383801 0 308245 7 0 1 0 THE RABEN GROUP 525 9TH STREET NW 7TH FLOOR WASHINGTON DC 20004 COMMUNICATION SERVICES 166880 CAPLIN & DRYSDALE ONE THOMAS CIRCLE NW SUITE 1100 WASHINGTON DC 20005 LEGAL FEES 136251 KPMG LLP DEPT 0922 PO BOX 120922 DALLAS TX 753120922 AUDIT FEES 127904 AVIVAR CAPITAL LLC 5250 LANKERSHIM BLVD SUITE 500 NORTH HOLLYWOOD CA 91601 INVESTMENT ADVISORY SERVICES 125000 FUND EVALUATION GROUP PO BOX 639176 CINCINNATI OH 452639176 INVESTMENT FEES 100156 5 85543074 1978759 85543074 2459625 2459625 81879110 81926721 -47611 -47611 -47611 SOFTWARE COST REIMBURSEMENT 900099 1100084 1100084 MISCELLANEOUS INCOME 900099 13567 13567 1113651 89068739 0 0 3525665 X 97643491 97643491 1401675 281830 1117524 2321 516271 103804 411612 855 33480 6732 26693 55 39515 7945 31505 65 103179 20746 82262 171 261242 261242 177413 154053 8298 15062 139604 139604 225334 225334 14829 14829 120116 15494 104570 52 1100084 1100084 92735 18113 74551 71 41721 8733 32956 32 13169 13169 1688 330 1357 1 25755 5030 20705 20 FUNDRAISING REIMB. 10850000 10850000 OTHER/SOFTWARE LICENSE 645070 3865 11132 630073 REGULATORY COMPLIANCE 21653 21653 113468024 98270166 2598996 12598862 16098456 38839348 31135394 13352385 2813697 1493292 0 106758 4600956 5466695 1034857 1162441 214471 128986 87173 85485 97364858 82323254 32210048 30910187 22630611 25563079 207976050 199302924 1317283 435908 14726210 15198185 14988233 16133162 31031726 31767255 X 81497990 80908180 95446334 86627489 176944324 167535669 207976050 199302924 X -24399285 13416715 1573915 X 0 1 X 1 0 X 115812118 92385175 100459492 83355015 85543074 477554874 115812118 92385175 100459492 83355015 85543074 477554874 47626523 429928351 1739560 1650919 3684006 2157242 2459625 11691352 -12682 -152 155 3463 -9216 1482040 1433336 1270267 1271642 1113651 6570936 495807946 0.86710 0.79900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: COST SOFTWARE REIMBURSEMENT - 2019 AMOUNT: $ 1,320,313. 2020 AMOUNT: $ 1,363,405. 2021 AMOUNT: $ 1,259,746. 2022 AMOUNT: $ 1,250,072. 2023 AMOUNT: $ 1,100,084. MISCELLANEOUS INCOME - 2019 AMOUNT: $ 161,727. 2020 AMOUNT: $ 69,931. 2021 AMOUNT: $ 10,521. 2022 AMOUNT: $ 21,570. 2023 AMOUNT: $ 13,567. 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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, 2020 AND SUBSEQUENT YEARS AND CALIFORNIA RETURNS ARE OPEN FOR THE YEAR ENDED DECEMBER 31, 2019 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 1,573,915. 1 SIERRA CLUB 2101 WEBSTER STREET STE 1300 OAKLAND CA 94612 941153307 501(C)(4) 95919977 0 ENVIRONMENTAL EDUCATION COMMUNITY INITIATIVES 1000 BROADWAY SUITE 480 OAKLAND CA 94607 943255070 501(C)(3) 250000 0 FOR JUST SOLUTIONS COLLECTIVE TO PROVIDE RESEARCH, POLICY ANALYSIS, AND STRATEGIC NETWORKS THAT BUILD THE CAPACITY OF CLIMATE AND ENVIRONMENTAL JUSTICE ORGANIZATIONS TO CREATE, REPLICATE, AND SCALE EQUITABLE CLIMATE SOLUTIONS TIDES FOUNDATION PO BOX 399389 SAN FRANCISCO CA 941399389 510198509 501(C)(3) 250000 0 TO SUPPORT FRONTLINE COMMUNITY GROUPS WHO ARE FIGHTING FOR ENVIRONMENTAL AND CLIMATE JUSTICE THROUGH LEGAL ADVOCACY THE SOLUTIONS PROJECT 4096 PIEDMONT AVENUE 728 OAKLAND CA 946115221 463811348 501(C)(3) 200000 0 FOR THE FUND FOR FRONTLINE POWER TO SUPPORT GRASSROOTS LEADERS' COLLECTIVE GOVERNANCE OF CAPITAL TO SUPPORT GRASSROOTS-LED CLIMATE SOLUTIONS AND STRATEGIES SOCIAL AND ENVIRONMENTAL ENTREPRENEURS 23564 CALABASAS ROAD SUITE 201 CALABASAS CA 91302 954116679 501(C)(3) 165000 0 FOR GENERAL SUPPORT OF THE MISSION OF BUILDING EQUITY AND ALIGNMENT FOR IMPACT (BEA) AND FOR BEA FUND, A PARTICIPATORY GRANTMAKING FUND THAT DISTRIBUTES CRITICAL RESOURCES TO THE GRASSSROOTS ENVIRONMENTAL JUSTICE MOVEMENT VERDE 4145 NE CULLY BLVD PORTLAND OR 972182201 203685723 501(C)(3) 150000 0 COMMUNITY OUTREACH PROGRAMS LATINO COMMUNITY FUND OF WASHINGTON STATE PO BOX 30669 SEATTLE WA 981130669 205987399 501(C)(3) 130000 0 FOR "ROADMAP TO HEALTHY, GREEN & AFFORDABLE HOUSING IN WASHINGTON STATE" PROJECT IN WHICH A MULTIRACIAL BASE OF WORKING-CLASS TENANTS, MOBILE HOME PARK RESIDENTS, AND LOW-INCOME HOMEOWNERS BUILD STATEWIDE MOMENTUM FOR AFFORDABLE, GREEN, ENERGY EFFICIENT HOUSING FOR ALL, ENGAGING IN INSIDE/OUTSIDE STRATEGY TO CO-DEVELOP THE STATE DEPARTMENT OF COMMERCE'S NEEDS ASSESSMENT, REIMAGINING A STATEWIDE PROGRAM FOR ENERGY EFFICIENCY, WEATHERIZATION, AND HEALTHY HOUSING ACCESSIBLE TO POOR AND WORKING-CLASS FAMILIES OF ALL RACES THAT ALSO CREATES GOOD GREEN JOBS IN OUR COMMUNITIES. BLUEGREEN ALLIANCE FOUNDATION 2701 UNIVERSITY AVENUE SE SUITE 209 MINNEAPOLIS MN 554143236 203477309 501(C)(3) 100000 0 TO SUPPORT FEDERAL AND STATE WORKER-CENTRIC CLIMATE ACTION THE PARTNERSHIP PROJECT PO BOX 65826 WASHINGTON DC 200355826 522192070 501(C)(3) 100000 0 CLIMATE ACTION CAMPAIGN UNITED STATES ENERGY FOUNDATION 55 SECOND STREET 24TH FLOOR SAN FRANCISCO CA 94105 831740146 501(C)(3) 50000 0 RETURN GRANT MISSOURI STATE PARKS FOUNDATION PO BOX 1002 COLUMBIA MO 65205 431940611 501(C)(3) 46516 0 TO CONSTRUCT FIVE MILES OF TRAIL IN AN UNDEVELOPED WESTERN PORTION OF HAWN STATE PARK, PROVIDING MORE TRAIL OPTIONS FOR VISITORS INCLUSIVE DEVELOPMENT INTERNATIONAL 9 SW PACK SQUARE SUITE 301 ASHEVILLE NC 28801 822413310 501(C)(3) 43000 0 TO CONSERVE TIGER HABITATS IN NATURAL FORESTS AND PROTECTED AREAS THROUGH ACCOUNTABLE FINANCIAL INVESTMENTS IN ECOLOGICALLY SENSITIVE AREAS UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 401 BERKELEY CA 947041058 946090626 501(C)(3) 40000 0 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 FRIENDS OF THE INYO 621 WEST LINE STREET SUITE 201 BISHOP CA 93514 770389436 501(C)(3) 35000 0 TO SUPPORT ORGANIZING EFFORTS THAT ADVANCE TRIBAL SUPPORT IN DEFENSE OF AND PERMANENT PROTECTION FOR CONGLOMERATE MESA SOUTH RIVER WATERSHED ALLIANCE P O BOX 1341 DECATUR GA 30031 451836903 501(C)(3) 25000 0 LITIGATION TO SAVE SOUTH RIVER FOREST COALICION PRO CORREDOR ECOLOGICO DEL NORESTE PO BOX 1994 LUQUILLO PR 007731994 660819326 501(C)(3) 25000 0 TO SHOWCASE THE NORTHEAST ECOLOGICAL CORRIDOR AS A MODEL FOR LANDSCAPE MANAGEMENT THAT INTEGRATES COMMUNITY INVOLVEMENT, CULTURAL PRESERVATION, AND JUST SUSTAINABILITY PRINICPLES AND TO CULTIVATE YOUTH ENGAGEMENT, ENHANCE COMMUNITY ACCESS, ADVANCE EQUITABLE CLIMATE TRANSITION INITIATIVES, AND FOSTER LOCAL ECONOMIC PROSPECTS RIO GRANDE RETURN 1704 LLANO STREET SUITE B SANTA FE NM 875055415 208434340 501(C)(3) 20000 0 SANTA FE RIVER PLANTING PROJECT CONFLUENCE PHILANTHROPY 1 PENN PLAZA BOX 6169 NEW YORK NY 10119 273018135 501(C)(3) 20000 0 FOR GENERAL SUPPORT OF MISSION TO TRANSFORM THE PRACTICE OF INVESTING BY ALIGNING CAPITAL WITH OUR COMMUNITY'S VALUES OF SUSTAINABILITY, EQUITY, AND JUSTICE JEWISH COMMUNITY CENTERS OF CHICAGO 300 REVERE DRIVE NORTHBROOK IL 600621589 362167758 501(C)(3) 16496 0 TO SUPPORT CAMP CHI'S YOUTH OUTDOOR PROGRAMMING GOOD FOOD INSTITUTE 1380 MONROE STREET NW 229 WASHINGTON DC 20010 810840578 501(C)(3) 10000 0 FOR GENERAL SUPPORT OF MISSION TO DEVELOP THE ROADMAP FOR A SUSTAINABLE, SECURE, AND JUST PROTEIN SUPPLY BIKE PITTSBURGH 188 43RD STREET 1 PITTSBURGH PA 15201 364491002 501(C)(3) 8000 0 FOR GENERAL SUPPORT OF BIKE PITTSBURGH'S MISSION TO TRANSFORM STREETS TO MAKE BIKING AND WALKING COMMONPLACE FOR ALL PITTSBURGHERS IN ORDER TO IMPROVE QUALITY OF LIFE AND REDUCE THE HARMFUL EFFECTS OF CAR DEPENDENCE IN COMMUNITIES AUDUBON SOCIETY OF NEW YORK STATE 134 COVE ROAD OYSTER BAY NY 11771 141698061 501(C)(3) 6300 0 LANDING ELEMENTARY SCHOOL FOR THE BIRDS! 21 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 EXCEPT AS PERMITTED UNDER THE APPLICABLE GRANT AGREEMENT, 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 342443 0 10000 0 600 0 37400 0 32366 0 422809 0 0 0 KEVIN MCGAHAN CHIEF FINANCIAL OFFICER 285956 0 6000 0 600 0 24159 0 35260 0 351975 0 0 0 HENRY HOLMES SR. DIRECTOR, PROGRAMS & COMPLIANCE 210075 0 6000 0 600 0 27435 0 12123 0 256233 0 0 0 AGANA MORENO DIRECTOR OF FINANCE 163952 0 6000 0 600 0 18304 0 30530 0 219386 0 0 0 PEDRO DA SILVA DIRECTOR, SHIFTING TRILLIONS 133313 0 0 0 600 0 0 0 26753 0 160666 0 0 0 JENNIE PALMER DIR. OF ADMIN & BOARD RELATIONS 105274 0 5270 0 600 0 14219 0 25909 0 151272 0 0 0 DAN CHU EXECUTIVE DIRECTOR SPLIT DOLLAR LIFE INSURANCE POLICY X 105000 106758 0 1 1 106758 X 390 347518 FAIR MARKET VALUE X 149 1166343 FAIR MARKET VALUE X SOFTWARE LICENSES 1 464898 FAIR MARKET VALUE 1 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. ADDITIONALLY, THE 990 WAS REVIEWED BY THE FOUNDATION'S LEGAL COUNSEL BEFORE THE AUDIT COMMITTEE CONFERENCE CALL. 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 1,573,915. CHARITABLE REMAINDER TRUSTS (31) 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