Civic Intelligence

Climateworks Foundation

Plan context: Climateworks Foundation Retirement Trust

EIN 26-2303250 • San Francisco, CA • 17 filings • 1 plans

View Related Profile

235 Montgomery Street13th FloorSan Francisco, CA 94104
Current Snapshot

Latest Year

2024

2024 Participants

179

2024 Assets

$37,311,337

2024 Contributions

$6,020,022

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$37,311,337$18,655,669$0200820162024YearValue
$37,311,337Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

179900200820162024YearValue
179Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241179$37,311,337$6,020,022$33,631iApproximate average salary by contribution assumption: employee only about $840,785 at 4% or $560,523 at 6%; with 50% employer match about $560,523 at 4% or $373,682 at 6%; with 100% employer match about $420,393 at 4% or $280,262 at 6%.
Climateworks Foundation Retirement Trust-179$37,311,337$6,020,022$33,631iApproximate average salary by contribution assumption: employee only about $840,785 at 4% or $560,523 at 6%; with 50% employer match about $560,523 at 4% or $373,682 at 6%; with 100% employer match about $420,393 at 4% or $280,262 at 6%.
20231160$28,820,356$5,290,946$33,068iApproximate average salary by contribution assumption: employee only about $826,710 at 4% or $551,140 at 6%; with 50% employer match about $551,140 at 4% or $367,427 at 6%; with 100% employer match about $413,355 at 4% or $275,570 at 6%.
Climateworks Foundation Retirement Trust-160$28,820,356$5,290,946$33,068iApproximate average salary by contribution assumption: employee only about $826,710 at 4% or $551,140 at 6%; with 50% employer match about $551,140 at 4% or $367,427 at 6%; with 100% employer match about $413,355 at 4% or $275,570 at 6%.
20221147$21,414,766$4,240,993$28,850iApproximate average salary by contribution assumption: employee only about $721,257 at 4% or $480,838 at 6%; with 50% employer match about $480,838 at 4% or $320,559 at 6%; with 100% employer match about $360,629 at 4% or $240,419 at 6%.
Climateworks Foundation Retirement Trust-147$21,414,766$4,240,993$28,850iApproximate average salary by contribution assumption: employee only about $721,257 at 4% or $480,838 at 6%; with 50% employer match about $480,838 at 4% or $320,559 at 6%; with 100% employer match about $360,629 at 4% or $240,419 at 6%.
20211102$21,761,858$3,442,430$33,749iApproximate average salary by contribution assumption: employee only about $843,733 at 4% or $562,489 at 6%; with 50% employer match about $562,489 at 4% or $374,992 at 6%; with 100% employer match about $421,866 at 4% or $281,244 at 6%.
Climateworks Foundation Retirement Trust-102$21,761,858$3,442,430$33,749iApproximate average salary by contribution assumption: employee only about $843,733 at 4% or $562,489 at 6%; with 50% employer match about $562,489 at 4% or $374,992 at 6%; with 100% employer match about $421,866 at 4% or $281,244 at 6%.
2020187$17,439,661$2,761,629$31,743iApproximate average salary by contribution assumption: employee only about $793,572 at 4% or $529,048 at 6%; with 50% employer match about $529,048 at 4% or $352,698 at 6%; with 100% employer match about $396,786 at 4% or $264,524 at 6%.
Climateworks Foundation Retirement Trust-87$17,439,661$2,761,629$31,743iApproximate average salary by contribution assumption: employee only about $793,572 at 4% or $529,048 at 6%; with 50% employer match about $529,048 at 4% or $352,698 at 6%; with 100% employer match about $396,786 at 4% or $264,524 at 6%.
20191125$13,150,148$2,399,080$19,193iApproximate average salary by contribution assumption: employee only about $479,816 at 4% or $319,877 at 6%; with 50% employer match about $319,877 at 4% or $213,252 at 6%; with 100% employer match about $239,908 at 4% or $159,939 at 6%.
Climateworks Foundation Retirement Trust-125$13,150,148$2,399,080$19,193iApproximate average salary by contribution assumption: employee only about $479,816 at 4% or $319,877 at 6%; with 50% employer match about $319,877 at 4% or $213,252 at 6%; with 100% employer match about $239,908 at 4% or $159,939 at 6%.
20181107$8,525,485$1,934,185$18,076iApproximate average salary by contribution assumption: employee only about $451,912 at 4% or $301,275 at 6%; with 50% employer match about $301,275 at 4% or $200,850 at 6%; with 100% employer match about $225,956 at 4% or $150,637 at 6%.
Climateworks Foundation Retirement Trust-107$8,525,485$1,934,185$18,076iApproximate average salary by contribution assumption: employee only about $451,912 at 4% or $301,275 at 6%; with 50% employer match about $301,275 at 4% or $200,850 at 6%; with 100% employer match about $225,956 at 4% or $150,637 at 6%.
2017189$7,826,110$1,621,175$18,215iApproximate average salary by contribution assumption: employee only about $455,386 at 4% or $303,591 at 6%; with 50% employer match about $303,591 at 4% or $202,394 at 6%; with 100% employer match about $227,693 at 4% or $151,795 at 6%.
Climateworks Foundation Retirement Trust-89$7,826,110$1,621,175$18,215iApproximate average salary by contribution assumption: employee only about $455,386 at 4% or $303,591 at 6%; with 50% employer match about $303,591 at 4% or $202,394 at 6%; with 100% employer match about $227,693 at 4% or $151,795 at 6%.
2016173$5,974,199$1,350,279$18,497iApproximate average salary by contribution assumption: employee only about $462,424 at 4% or $308,283 at 6%; with 50% employer match about $308,283 at 4% or $205,522 at 6%; with 100% employer match about $231,212 at 4% or $154,141 at 6%.
Climateworks Foundation Retirement Trust-73$5,974,199$1,350,279$18,497iApproximate average salary by contribution assumption: employee only about $462,424 at 4% or $308,283 at 6%; with 50% employer match about $308,283 at 4% or $205,522 at 6%; with 100% employer match about $231,212 at 4% or $154,141 at 6%.
2015167$4,999,717$1,173,322$17,512iApproximate average salary by contribution assumption: employee only about $437,807 at 4% or $291,871 at 6%; with 50% employer match about $291,871 at 4% or $194,581 at 6%; with 100% employer match about $218,903 at 4% or $145,936 at 6%.
Climateworks Foundation Retirement Trust-67$4,999,717$1,173,322$17,512iApproximate average salary by contribution assumption: employee only about $437,807 at 4% or $291,871 at 6%; with 50% employer match about $291,871 at 4% or $194,581 at 6%; with 100% employer match about $218,903 at 4% or $145,936 at 6%.
2014157$4,571,882$774,100$13,581iApproximate average salary by contribution assumption: employee only about $339,518 at 4% or $226,345 at 6%; with 50% employer match about $226,345 at 4% or $150,897 at 6%; with 100% employer match about $169,759 at 4% or $113,173 at 6%.
Climateworks Foundation Retirement Trust-57$4,571,882$774,100$13,581iApproximate average salary by contribution assumption: employee only about $339,518 at 4% or $226,345 at 6%; with 50% employer match about $226,345 at 4% or $150,897 at 6%; with 100% employer match about $169,759 at 4% or $113,173 at 6%.
2013156$3,936,080$1,001,562$17,885iApproximate average salary by contribution assumption: employee only about $447,126 at 4% or $298,084 at 6%; with 50% employer match about $298,084 at 4% or $198,723 at 6%; with 100% employer match about $223,563 at 4% or $149,042 at 6%.
Climateworks Foundation Retirement Trust-56$3,936,080$1,001,562$17,885iApproximate average salary by contribution assumption: employee only about $447,126 at 4% or $298,084 at 6%; with 50% employer match about $298,084 at 4% or $198,723 at 6%; with 100% employer match about $223,563 at 4% or $149,042 at 6%.
2012159$3,522,887$1,089,250$18,462iApproximate average salary by contribution assumption: employee only about $461,547 at 4% or $307,698 at 6%; with 50% employer match about $307,698 at 4% or $205,132 at 6%; with 100% employer match about $230,773 at 4% or $153,849 at 6%.
Climateworks Foundation Retirement Trust-59$3,522,887$1,089,250$18,462iApproximate average salary by contribution assumption: employee only about $461,547 at 4% or $307,698 at 6%; with 50% employer match about $307,698 at 4% or $205,132 at 6%; with 100% employer match about $230,773 at 4% or $153,849 at 6%.
2011158$2,862,406$1,172,754$20,220iApproximate average salary by contribution assumption: employee only about $505,497 at 4% or $336,998 at 6%; with 50% employer match about $336,998 at 4% or $224,666 at 6%; with 100% employer match about $252,749 at 4% or $168,499 at 6%.
Climateworks Foundation Retirement Trust-58$2,862,406$1,172,754$20,220iApproximate average salary by contribution assumption: employee only about $505,497 at 4% or $336,998 at 6%; with 50% employer match about $336,998 at 4% or $224,666 at 6%; with 100% employer match about $252,749 at 4% or $168,499 at 6%.
2010141$1,739,592$796,060$19,416iApproximate average salary by contribution assumption: employee only about $485,402 at 4% or $323,602 at 6%; with 50% employer match about $323,602 at 4% or $215,734 at 6%; with 100% employer match about $242,701 at 4% or $161,801 at 6%.
Climateworks Foundation Retirement Trust-41$1,739,592$796,060$19,416iApproximate average salary by contribution assumption: employee only about $485,402 at 4% or $323,602 at 6%; with 50% employer match about $323,602 at 4% or $215,734 at 6%; with 100% employer match about $242,701 at 4% or $161,801 at 6%.
2009131$790,531$597,698$19,281iApproximate average salary by contribution assumption: employee only about $482,015 at 4% or $321,343 at 6%; with 50% employer match about $321,343 at 4% or $214,229 at 6%; with 100% employer match about $241,007 at 4% or $160,672 at 6%.
Climateworks Foundation Retirement Trust-31$790,531$597,698$19,281iApproximate average salary by contribution assumption: employee only about $482,015 at 4% or $321,343 at 6%; with 50% employer match about $321,343 at 4% or $214,229 at 6%; with 100% employer match about $241,007 at 4% or $160,672 at 6%.
2008115$71,028$69,339$4,623iApproximate average salary by contribution assumption: employee only about $115,565 at 4% or $77,043 at 6%; with 50% employer match about $77,043 at 4% or $51,362 at 6%; with 100% employer match about $57,783 at 4% or $38,522 at 6%.
Climateworks Foundation Retirement Trust-15$71,028$69,339$4,623iApproximate average salary by contribution assumption: employee only about $115,565 at 4% or $77,043 at 6%; with 50% employer match about $77,043 at 4% or $51,362 at 6%; with 100% employer match about $57,783 at 4% or $38,522 at 6%.