2024-10-04T16:22:45-05:00 2023-12-31 271155496 ROBERT LEE & ASSOCIATES LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2023-01-01 812567763 LIVERMORE LAB FOUNDATION LIVE 9254539382 7000 EAST AVE B661 L-794 LIVERMORE CA 94550 DONA CRAWFORD CHAIR 9254539382 2024-10-04 1 1 NICHOLAS PETERSEN P01274743 4088556770 2023 2024-10-15 13:58:12Z DONA CRAWFORD 7000 EAST AVE B661 L-794 LIVERMORE CA 94550 3096016 0 X LIVERMORELABFOUNDATION.ORG X 2016 CA ADVANCING SCIENCE AND INSPIRING THE NEXT GENERATION OF SCIENCE AND TECHNOLOGY LEADERS 10 10 3 12 0 0 2120045 3093989 0 0 383 2027 0 0 2120428 3096016 936553 1506743 0 0 200560 195902 0 0 68916 197788 284123 1334901 1986768 785527 1109248 1471433 2617072 14726 37943 1456707 2579129 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 197345 197345 996419 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. 433166 414131 1000169 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. 1095106 895267 714040 THROUGH ACADEMIC, COMMUNITY, AND PROFESSIONAL PARTNERSHIPS, LLF OFFERS FELLOWSHIP AND INTERNSHIP OPPORTUNITIES FOR UNDERGRADUATE THROUGH POST-DOCTORAL SCHOLARS AT LAWRENCE LIVERMORE NATIONAL LAB. LLF PROVIDES DIRECT STUDENT FUNDING, ALLOWING MORE TIME FOR RESEARCH, STUDIES, AND ULTIMATE SUCCESS IN SCIENTIFIC CAREERS, AND SUPPORTS INTERNS WITH ASSIGNED LAB MENTORS AND ACCESS TO LLNL FACILITIES AND RESOURCES. IN ADDITION, LLF LEVERAGES LLNL'S UNIQUE SUPERCOMPUTING, BIOENGINEERING, AND BIOSCIENCES CORE COMPETENCIES TO ACCELERATE COLLECTIVE EFFORTS TO DIAGNOSE, UNDERSTAND, AND TREAT NEURODEGENERATIVE DISEASES LIKE AMYOTROPHIC LATERAL SCLEROSIS (ALS), ALZHEIMER'S, MULTIPLE SCLEROSIS, AND PARKINSON'S. 1725617 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 31 0 1 3 1 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 GREG SUSKI SECRETARY 2.00 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 CRAIG LEASURE DIRECTOR 2.00 X 0 0 0 EMILY WU TREASURER 2.00 X 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 KIM BUDIL DIRECTOR, EX OFFICIO 1.00 X 0 0 0 SALLY ALLEN EXECUTIVE DIRECTOR 40.00 X 153642 0 4620 153642 0 4620 1 0 1 0 0 3093989 3093989 2027 2027 3096016 2027 0 0 1350023 1350023 156720 156720 153642 62385 54408 36849 22288 2347 9663 10278 19972 8023 7143 4806 7299 6996 303 4242 2063 2179 7338 4219 3119 37762 20150 17612 3915 897 2378 640 CONSULTANTS 183090 117207 52197 13686 ADMINISTRATIVE 39287 2597 36515 175 PROGRAM SUPPLIES 628 628 BANK FEES 562 421 141 1986768 1725617 192235 68916 1103018 2245163 47834 0 220136 228290 100445 143619 1471433 2617072 14726 37943 14726 37943 X 439069 791179 1017638 1787950 1456707 2579129 1471433 2617072 1109248 13174 0 X 0 1 X 1 0 X 889014 1887379 705797 2120045 3093989 8696224 889014 1887379 705797 2120045 3093989 8696224 226195 8470029 33 21 5 383 2028 2470 8698694 0.97370 0.99990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120445 235787 13174 369406 131720 -11275 120445 1.00000 1 0 0 X 3123250 13174 14060 27234 3096016 0 3096016 2000828 14060 14060 1986768 0 1986768 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, 2023, 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 LAWRENCE LIVERMORE NATIONAL LABORATORY 7000 EAST AVENUE LIVERMORE CA 94550 205624386 855892 0 CLIMATE GENERAL, ALS, ROADS TO REMOVAL CLIMATE NOW 8912 70TH AVENUE FOREST HILLS NY 11375 834392671 464131 0 ROADS TO REMOVAL, CLIMATE GENERAL SAN JOAQUIN COUNTY OFFICE OF EDUCATION 2922 TRANSWORLD DRIVE STOCKTON CA 95206 680342748 501(C)(3) 20000 0 SCIENCE OUTREACH (REFINE CARBON EDUCATOR TOOLKIT, DEVELOP AND CONDUCT ONLINE TRAINING FOR TEACHERS AND MENTORS IN THE 2ND PHASE OF THIS PROGRAM) UNIVERSITY OF CALIFORNIA MERCED 5200 NORTH LAKE ROAD MERCED CA 95343 943067788 501(C)(3) 10000 0 DATA SCIENCE FELLOW 2 2 FELLOWSHIP PAYMENTS 49 156720 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 138642 0 15000 0 0 0 0 0 4620 0 158262 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.