Civic Intelligence

Climate Imperative Foundation

990 • Fiscal year 2023 • EIN 84-5024713

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

98 Battery Street 202San Francisco, CA 94111

(415) 799-2162

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.07x

Higher debt load relative to assets than 23% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.06x

Higher debt load relative to revenue than 10% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

8th percentile

-31%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

2nd percentile

-25%

Faster asset growth than 2% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

11th percentile

-29%

Faster revenue growth than 11% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$188,704,736

Flat from 2023

Net Assets

Flat

$175,876,248

Flat from 2023

Liabilities

Flat

$12,828,488

Flat from 2023

Revenue

Flat

$206,658,028

Flat from 2023

Expenses

Flat

$271,024,025

Flat from 2023

Net Income

Flat

-$64,365,997

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2020: $20,254,293Liabilities 2020: $4,989,051Net Assets 2020: $15,265,2422020Assets 2021: $130,219,187Liabilities 2021: $3,140,335Net Assets 2021: $127,078,8522021Assets 2022: $250,639,955Liabilities 2022: $10,792,179Net Assets 2022: $239,847,7762022Assets 2023: $188,704,736Liabilities 2023: $12,828,488Net Assets 2023: $175,876,2482023Assets 2023: $188,704,736Liabilities 2023: $12,828,488Net Assets 2023: $175,876,2482023Assets 2024: $109,552,703Liabilities 2024: $18,218,218Net Assets 2024: $91,334,4852024

Highlighted filing

2023

Assets$188,704,736
Liabilities$12,828,488
Net Assets$175,876,248

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$200M$0-$200MRevenue 2020: $82,761,821Expenses 2020: $67,496,579Net Income 2020: $15,265,2422020Revenue 2021: $221,533,652Expenses 2021: $109,719,308Net Income 2021: $111,814,3442021Revenue 2022: $289,464,924Expenses 2022: $176,696,000Net Income 2022: $112,768,9242022Revenue 2023: $206,658,028Expenses 2023: $271,024,025Net Income 2023: -$64,365,9972023Revenue 2023: $206,658,028Expenses 2023: $271,024,025Net Income 2023: -$64,365,9972023Revenue 2024: $271,730,022Expenses 2024: $356,885,102Net Income 2024: -$85,155,0802024

Highlighted filing

2023

Revenue$206,658,028
Expenses$271,024,025
Net Income-$64,365,997
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$206,658,028
Mission and Program Overview

Mission

Climate imperative foundation's mission is to employ science and economics to cut global carbon emissions and to secure a better future for all.

To cut global carbon emissions at speed and scale, and secure a better future for all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$120,000,000$100,762,365▼ $19,237,635
Savings and Temporary Cash Investments$105,856,964$87,835,561▼ $18,021,403
Cash and Non-Interest-Bearing Accounts$24,782,991$106,810▼ $24,676,181
Accounts Receivable$0--
Other Notes and Loans Receivable, Net$0--
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Investments in Publicly Traded Securities$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0--
Inventories for Sale or Use$0--
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0--
Total Assets$250,639,955$188,704,736▼ $61,935,219
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$7,030,321$11,623,000▲ $4,592,679
Accounts Payable and Accrued Expenses$3,761,858$1,205,488▼ $2,556,370
Mortgage Notes Payable Secured by Investment Property$0--
Unsecured Notes Loans Payable$0--
Other Liabilities$0$0→ $0
Deferred Revenue$0--
Escrow Account Liability$0--
Tax Exempt Bond Liabilities$0--
Total Liabilities$10,792,179$12,828,488▲ $2,036,309
Net Assets / Fund Balance
Net Assets With Donor Restrictions$124,869,986$107,270,903▼ $17,599,083
Net Assets Without Donor Restrictions$114,977,790$68,605,345▼ $46,372,445
Total Net Assets Fund Balance$239,847,776$175,876,248▼ $63,971,528
Total Liabilities and Net Assets / Fund Balance$250,639,955$188,704,736▼ $61,935,219
Compensation and Service Providers

Board Members and Trustees

NameTitle
-Chair
-President
-Vice President As of 03/09/23
-Director
-Director thru 02/23
-Secretary/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Energy Innovation Policy and Technology LLCManagement and Research Services98 Battery St, Ste 202, San Francisco, CA 94111$19,591,088
Holland & KnightPolicy ResearchPO Box 936937, Ste 500, Atlanta, GA 31193$1,700,000
K&L GatesLegal ServicesPO Box 830304, Philadelphia, PA 19182$549,127
Arc InitiativesCommunications Services750 17th St NW, Washington, DC 20006$300,000
CALSTART IncPolicy Research48 S Chester Ave, Pasadena, CA 91106$200,000
Revenue and Support

Revenue Composition

Contributions and Grants
$204,019,896
Program Service Revenue
$0
Investment Income
$2,638,132
Other Revenue
$0
All Other Contributions
$204,019,896
Change in Net Assets
$-64,365,997

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$35,853,896Selling cost
Total Noncash Contributions1$35,853,896-

Audited Revenue Reconciliation

Revenue per Audited Statements
$206,658,028
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$394,469
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$207,052,497
Total Revenue per Form 990
$206,658,028
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$247,103,213
Other Expenses$23,920,812
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$176,962,113--$176,962,113
Foreign Grants$70,141,100--$70,141,100
Fees for Services Management-$17,591,088-$17,591,088
Fees for Services Other$3,373,912$2,022,000$0$5,395,912
Fees for Services Legal$128,000$700,705-$828,705
Office Expenses-$41,643-$41,643
Fees for Services Accounting-$35,070-$35,070
Travel-$7,765-$7,765
Interest-$7,568-$7,568
Insurance-$6,387-$6,387
Conferences and Meetings-$5,000-$5,000
Other Expenses-$1,674-$1,674
Total Functional Expenses$250,605,125$20,418,900$0$271,024,025

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$271,024,025
Total Expenses per Audited Statements$271,024,025
Total Expenses per Form 990$271,024,025
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Energy FoundationSan Francisco, CA501(c)(3)To support analysis and education about clean and healthy transportation policies$27,000,000
Sierra Club FoundationOakland, CA501(c)(3)To support research, education and outreach about clean and healthy homes$25,550,000
United States Energy FoundationSan Francisco, CA501(c)(3)To support research, education, and outreach about clean and healthy homes$19,573,080
Rocky Mountain InstituteBoulder, CO501(c)(3)To support research, education and outreach about clean and healthy homes$13,750,500
Natural Resources Defense CouncilNew York, NY501(c)(3)To support research, education, and technical support on clean industrial practices$7,439,000
The Partnership ProjectWashington, DC501(c)(3)To support research, education and outreach about clean transportation policies$4,850,000
League of Conservation Voters Education FundWashington DC, DC501(c)(3)To support research, education, and outreach about US energy systems$3,691,000
Building Decarbonization CoalitionLewes, DE501(c)(3)To support research, education, and outreach about clean and healthy homes$3,500,000
Windward FundWashington, DC501(c)(3)To support research, education, and outreach about clean and healthy homes$3,332,786
International Sustainable Energy FoundationAustin, TX501(c)(3)To support research, analysis and education about clean and healthy transportation policies$3,223,000
Vote SolarOakland, CA501(c)(3)To support research, education, and outreach about clean energy$3,000,000
Rockefeller Family Fund IncNew York, NY501(c)(3)To support research, education, and outreach about US energy systems$2,690,000
Environmental Defense FundNew York, NY501(c)(3)To support research, education, and outreach about US energy systems$2,500,000
West Harlem Environmental Action IncNew York, NY501(c)(3)To support research, education, and outreach about clean and healthy homes$2,450,000
International Council on Clean TransportationWashington, DC501(c)(3)To support research, education and outreach on clean industrial practices$2,425,000
Climate Strategies LabCincinnati, OH501(c)(3)To support research and outreach about climate-friendly solid waste management$2,157,459
Evergreen CollaborativeWashington, DC501(c)(3)To support research, education, and outreach about clean and healthy homes$2,000,000
EarthjusticeSan Francisco, CA501(c)(3)To support research and legal advocacy for clean industrial practices$1,950,000
Environmental Integrity ProjectWashington, DC501(c)(3)To support research, education, and outreach about transitioning from coal to clean energy$1,821,450
BlueGreen Alliance FoundationMinneapolis, MN501(c)(3)To support research, education, and outreach about clean industrial practices$1,700,000
Community Foundation for the AllegheniesJohnstown, PA501(c)(3)To support research, education, and outreach about clean industrial practices$1,515,000
Tsinghua Education Foundation IncMilpitas, CA501(c)(3)To support research, education, and outreach about clean electricity$1,500,000
ClimateWorks FoundationSan Francisco, CA501(c)(3)To support research, education, and outreach about clean transportation policies$1,400,000
Southern Environmental Law CenterCharlottesville, VA501(c)(3)To support research, education, and outreach on the transition from fossil fuels to clean energy$1,373,182
Rockefeller Philanthropy Advisors IncNew York, NY501(c)(3)To support research, education and outreach about clean and healthy homes$1,253,120
Advanced Energy Economy InstituteWashington, DC501(c)(3)To support the transition from fossil fuels to clean energy$1,150,000
Securing America's Future Energy FoundationWashington, DC501(c)(3)To promote clean industrial development$1,075,000
Appalachian VoicesBoone, NC501(c)(3)To support the transition from fossil fuels to clean energy$1,000,000
Ceres IncBoston, MA501(c)(3)To promote market development for clean products$1,000,000
Climate Jobs National Resource CenterNew York, NY501(c)(3)To support the equitable transition from fossil fuels to clean energy$1,000,000
Tides FoundationSan Francisco, CA501(c)(3)To support research, education and outreach about clean transportation policies$1,000,000
Western Organization of Resource Councils Education ProjectBillings, MT501(c)(3)To support research, education, and outreach on the transition from fossil fuels to clean energy$1,000,000
West Virginia Citizen Action Education FundCharleston, WV501(c)(3)To support research, education, and outreach about transitioning from coal to clean energy$950,000
California Environmental Justice AllianceOakland, CA501(c)(3)To support the transition from fossil fuels to clean energy$800,000
Mighty Earth IncWashington, DC501(c)(3)To support research, education, and technical support on clean industrial practices$800,000
Association for Energy Affordability IncBronx, NY501(c)(3)To support research, education, and outreach about clean and healthy homes$758,420
American Lung AssociationChicago, IL501(c)(3)To support research, education, and outreach about clean air policies$750,000
GridLab IncBerkeley, CA501(c)(3)To support research, education, and outreach about clean electricity$750,000
Sunstone Strategies LLCOakland, CA501(c)(3)To support research, education and outreach about clean and healthy homes$750,000
Western Resource AdvocatesBoulder, CO501(c)(3)To support research, education, and outreach on the transition from fossil fuels to clean energy$741,000
Green & Healthy Homes Initiative IncBaltimore, MD501(c)(3)To support research, education, and outreach about clean and healthy homes$700,000
Energy and Climate Transitions AI LLCBerkeley, CA501(c)(3)To support research, education, and outreach about clean transportation policies$650,000
Electrification Coalition FoundationWashington, DC501(c)(3)To support research, education, and outreach about clean transportation policies$600,000
Roosevelt InstituteNew York, NY501(c)(3)To support research, education and outreach on clean industrial practices$600,000
National Audubon Society IncLittle Rock, AR501(c)(3)To support research, education, and outreach about transitioning from coal to clean energy$578,000
University of PennsylvaniaPhiladelphia, PA501(c)(3)To support research, education, and outreach about clean energy technologies$550,000
Global Energy MonitorCovina, CA501(c)(3)To support research and analysis about transitioning from coal to clean energy$536,000
Public Health Law Center IncSaint Paul, MN501(c)(3)To support research, education, and outreach about clean and healthy homes$508,986
Climate Power Education FundWashington, DC501(c)(3)To support federal policies for clean vehicles$500,000
Climate and Clean energy Equity FundWashington, DC501(c)(3)To support the equitable transition from fossil fuels to clean energy$500,000
Institute of Transportation Study at UC DavisDavis, CA501(c)(3)To support analysis and education about clean and healthy transportation policies$500,000
Interfaith Conference Of Metropolitan Washington IncWashington, DC501(c)(3)To support research, education, and outreach about clean energy$500,000
Northeast States for Coordinated Air Use ManagementBoston, MA501(c)(3)To support research, education, and outreach about clean and healthy homes$500,000
Physicians for Social Responsibility - Los AngelesLos Angeles, CA501(c)(3)To support research, education, and outreach about clean and healthy homes$500,000
Southern Alliance for Clean EnergyKnoxville, TN501(c)(3)To support research, education, and outreach on the transition from fossil fuels to clean energy$500,000
United Nations FoundationWashington DC, DC501(c)(3)To support research, education and outreach about clean transportation policies$500,000
Clean Energy Buyers InstituteWashington, DC501(c)(3)To support research, education, and outreach about clean industrial practices$495,000
Food & Water WatchWashington, DC501(c)(3)To support research, education, and outreach about US energy systems$450,000
Urban Green CouncilNew York, NY501(c)(3)To support research, education, and outreach about clean and healthy homes$429,000
Elevate EnergyChicago, IL501(c)(3)To support education and technical assistance about clean and healthy homes$416,727
CALSTART IncPasadena, CA501(c)(3)To support research, education, and outreach about clean transportation policies$400,000
Center for American ProgressWashington, DC501(c)(3)To support strong public health protections$400,000
Emerald Cities CollaborativeWashington, DC501(c)(3)To support education and technical assistance about clean and healthy homes$400,000
Environmental Law & Policy Center of the MidwestChicago, IL501(c)(3)To support the transition from fossil fuels to clean energy$400,000
Climate SolutionsSeattle, WA501(c)(3)To support research, education, and outreach about clean and healthy homes$350,000
Consumer Reports IncYonkers, NY501(c)(3)To support research, education, and outreach about clean transportation policies$350,000
Rainforest Action NetworkSan Francisco, CA501(c)(3)To support research, education, and outreach about US energy systems$350,000
Alliance for a Green EconomySyracuse, NY501(c)(6)To support research, education, and outreach about clean and healthy homes$337,500
Berkeley Lab FoundationOakland, CA501(c)(3)To support research about clean technologies$325,000
Climate Leadership CouncilWashington, DC501(c)(3)To support research, education and outreach on responsible trade practices$325,000
Southern Renewable Energy AssociationLittle Rock, AR501(c)(3)To support research, education, and outreach about transitioning from coal to clean energy$325,000
Catskill Mountainkeeper IncLivingston Manor, NY501(c)(3)To support research, education, and outreach about clean and healthy homes$303,067
Communities for a Better EnvironmentHuntington Park, CA501(c)(3)To support the transition from fossil fuels to clean energy$300,000
Environmental Protection NetworkWashington, DC501(c)(3)To support federal policies for clean air and water$300,000
Give2AsiaOakland, CA501(c)(3)To support research, education, and outreach about transitioning from coal to clean energy$300,000
Iowa Environmental CouncilDes Moines, IA501(c)(3)To support research, education, and outreach about transitioning from coal to clean energy$300,000
New Energy EconomicsBoulder, CO501(c)(3)To support research, education, and outreach about the economic benefits of clean energy$300,000
Public Citizen Foundation IncWashington, DC501(c)(3)To support research, education, and outreach about consumer impacts of US energy systems$300,000
Purpose FoundationVerbank, NY501(c)(3)To support research, education, and outreach about a safe climate future$300,000
World Resources InstituteWashington DC, DC501(c)(3)To support analysis and education about a safe climate future$300,000
American Council for an Energy Efficient EconomyWashington, DC501(c)(3)To support research, education, and outreach about clean industrial practices$275,000
Environment America Research & Policy CenterDenver, CO501(c)(3)To support research, education, and outreach about clean and healthy homes$271,300
Californians Against Waste FoundationSacramento, CA501(c)(3)To support research and education about climate-friendly solid waste management$268,880
Fresh EnergySaint Paul, MN501(c)(3)To support research, education, and outreach about clean and healthy homes$250,000
Imagine Power LLCNew Rochelle, NY501(c)(3)To support research, education, and outreach on the transition from fossil fuels to clean energy$250,000
EarthworksWashington, DC501(c)(3)To support research, education, and outreach about US energy systems$225,000
Friends of the EarthMerrifield, VA501(c)(3)To support research, education, and outreach about US energy systems$225,000
Hip Hop Caucus Education Fund IncWashington, DC501(c)(3)To support research, education, and outreach about consumer impacts of US energy systems$209,000
Citizens Action Coalition Education Fund IncIndianapolis, IN501(c)(3)To support research, education, and outreach about clean industrial practices$200,000
Innovation Center for Energy TransportationLos Angeles, CA501(c)(3)To support analysis and education about clean and healthy transportation policies$200,000
Institute for Local Self-RelianceMinneapolis, MN501(c)(3)To support research, education and outreach about climate-friendly solid waste management$200,000
Frack Action Fund IncHighland, NY501(c)(3)To support research, education, and outreach about clean and healthy homes$165,000
Canary Media IncBasalt, CO501(c)(3)To support education and outreach about US energy systems$150,000
ColturaSeattle, WA501(c)(3)To support research, education, and outreach about clean transportation policies$150,000
Conservation Voters of South Carolina Education FundColumbia, SC501(c)(3)To support research, education, and outreach about clean transportation policies$150,000
New York Communities Organizing Fund IncBrooklyn, NY501(c)(3)To support research, education, and outreach about clean and healthy homes$150,000
New York University School of LawNew York, NY501(c)(3)To support research, education, and outreach about clean and healthy homes$150,000
Progress TexasDallas, TX501(c)(3)To support research, education, and outreach about US energy systems$150,000
Physicians for Social ResponsibilityWashington, DC501(c)(3)To support research, education, and outreach about clean and healthy homes$136,000
New York Public Interest Research Group Fund IncNew York, NY501(c)(3)To support research, education, and outreach about clean and healthy homes$125,000
Together LouisianaNew Orleans, LA501(c)(3)To support research, education, and outreach about consumer impacts of US energy systems$125,000
LA CompostLos Angeles, CA501(c)(3)To support research, education and outreach about climate-friendly solid waste management$100,000
San Francisco Bay Area Planning And Urban Research AssociationSan Francisco, CA501(c)(3)To support research, education and outreach about clean and healthy homes$100,000
Kentucky Resources Council IncFrankfort, KY501(c)(3)To support research, education, and technical support on clean industrial practices$89,356
National Center for Healthy Housing IncColumbia, MD501(c)(3)To support research, education, and outreach about clean and healthy homes$85,000
Washington UniversitySt Louis, MO-To support research, education, and outreach about clean industrial practices$75,000
Houston Advanced Research CenterThe Woodlands, TX-To support research, education, and outreach about consumer impacts of US energy systems$59,300
Zero Waste WashingtonSeattle, WA-To support research, education and outreach about climate-friendly solid waste management$50,000
Clean Energy States Alliance IncMontpelier, VT-To convene decision-makers and practitioners working on clean energy$30,000

International Summary

Offices
0
Employees
0
Spending
$70,141,100

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Grantmaking-00$61,058,159
East Asia and the PacificGrantmaking-00$6,597,941
South AsiaGrantmaking-00$2,235,000
South AmericaGrantmaking-00$250,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Hal Harvey, President owns 100% of Energy InnovationEnergy Innovation Policy and Technology, LLC provided management services and personnel expenses ($14,854,559) and research services ($2,000,000) to the organization during the year. All other fees ($2,736,529) were reimbursed for direct expenses.No$19,591,088

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Line 2 Family/business relationships amongst interested persons

HAL HARVEY, SONIA AGGARWAL, AND CHRISTINA FERNANDES - Business relationship

Form 990, Part VI, Line 3 Delegation of management duties

The officers, key employees, and highest compensated employees of climate imperative foundation (cif): hal harvey (president), bruce nilles (executive director), mary anne hitt (senior director, us initiatives), christina fernandes (secretary/treasurer), fei meng (initiative director, china), marcus schneider (senior director, initiative planning), satkartar khalsa (initiative director, transportation), rekha rao (initiative director, electricity), sonia aggarwal (vice president), al armendariz (initiative director, industry), lindsay battenberg (program officer), stephanie epner (senior director, global initiatives), kathleen yip (program officer), erin malcolm-brandt (board liaison), and margaret garascia (initiative director, buildings), are employees of energy innovation policy and technology, llc (ei), the management company. The officers and employees are compensated by the management company for services performed for cif. Ei performed several management services for cif including the following: -strategic consulting and communication -grants administration services -finance and related services -research services -hal harvey received $602,813 of reportable compensation and $53,554 of other compensation during the year. -bruce nilles received $414,439 of reportable compensation and $32,152 of other compensation during the year. -mary anne hitt received $256,434 of reportable compensation and $40,667 of other compensation during the year. -christina fernandes received $237,469 of reportable compensation and $33,912 of other compensation during the year. -fei meng received $236,321 of reportable compensation and $49,617 of other compensation during the year. -marcus schneider received $235,832 of reportable compensation and $77,620 of other compensation during the year. -satkartar khalsa received $229,614 of reportable compensation and $66,854 of other compensation during the year. -rekha rao received $227,311 of reportable compensation and $27,955 of other compensation during the year. -sonia aggarwal received $215,244 of reportable compensation and $29,960 of other compensation during the year. -al armendariz received $188,276 of reportable compensation and $59,647 of other compensation during the year. -lindsay battenberg received $186,683 of reportable compensation and $26,002 of other compensation during the year. -stephanie epner $181,960 of reportable compensation and $12,119 of other compensation during the year. -kathleen yip received $178,317 of reportable compensation and $38,117 of other compensation during the year. -erin malcolm-brandt received $172,143 of reportable compensation and $44,452 of other compensation during the year. -margaret garascia received $170,359 of reportable compensation and $44,293 of other compensation during the year.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form 990 was reviewed by the foundation's outside counsel and officers prior to filing. Furthermore, a copy of the form 990 was provided to the audit committee, finance committee, and board of directors prior to filing with the irs.

Form 990, Part VI, Line 12C Conflict of interest policy

The organization's conflict of interest policy covers the board of directors, officers, and persons with the responsibilities of officers, and any other person determined to have substantial influence over the organization. Each covered person shall annually sign an annual disclosure and compliance statement. Each covered person shall disclose to the board, or to the board committee empowered to approve a specific transaction or type of transaction ("committee"), all material facts regarding his, her, or its interest (including relevant affiliations) in the transaction. The board or committee shall determine if a conflict of interest exists. The board or committee may ask questions of and receive presentation(s) from the covered person(s), but shall deliberate and vote on the transaction in their absence. The minutes of any meeting of the board and any committee pursuant to the policy will document all proceedings related to any transactions considered under the policy.

Form 990, Part VI, Line 19 Required documents available to the public

The organization makes its conflict of interest policy and audited financial statements available to the public upon request. The articles of incorporation are available on the california secretary of state's website.

Filing and Contact Details

Filer

Filer Name
Climate Imperative Foundation
EIN
84-5024713
Phone
4157992162
Address
98 Battery Street 202, San Francisco, CA 94111

Signing Officer

Name
Hal Harvey
Title
President
Phone
4157992162
Signed
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Formed
2020
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Moss Adams
Address
2882 Prospect Park Drive Ste 300, Rancho Cordova, CA 95670
Preparer
Tracy S Paglia
Phone
9165038100
Supplemental Narrative

Financial Statement Notes

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701d OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE FOUNDATION FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS.

Raw XML AppendixShowing 400 of 1,617 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03761858
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01205488
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To cut global carbon emissions at speed and scale, and secure a better future for all.
IRS990/AllOtherContributionsAmt0204019896
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINA FERNANDES
IRS990/BooksInCareOfDetail/PhoneNum04157992162
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt098 BATTERY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094111
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt024782991
IRS990/CashNonInterestBearingGrp/EOYAmt0106810
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt010
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt05000
IRS990/ConferencesMeetingsGrp/TotalAmt05000
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt019591088
IRS990/ContractorCompensationGrp/CompensationAmt11700000
IRS990/ContractorCompensationGrp/CompensationAmt2549127
IRS990/ContractorCompensationGrp/CompensationAmt3300000
IRS990/ContractorCompensationGrp/CompensationAmt4200000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt098 Battery St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO Box 936937
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2PO Box 830304
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3750 17th St NW
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt448 S Chester Ave
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt0Ste 202
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine2Txt1Ste 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0San Francisco
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Atlanta
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Philadelphia
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Washington
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4Pasadena
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1GA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3DC
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094111
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd131193
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd219182
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd320006
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd491106
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Energy Innovation Policy and Technology LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1Holland & Knight
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2K&L Gates
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3Arc Initiatives
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4CALSTART Inc
IRS990/ContractorCompensationGrp/ServicesDesc0Management and Research Services
IRS990/ContractorCompensationGrp/ServicesDesc1Policy Research
IRS990/ContractorCompensationGrp/ServicesDesc2Legal Services
IRS990/ContractorCompensationGrp/ServicesDesc3Communications Services
IRS990/ContractorCompensationGrp/ServicesDesc4Policy Research
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0204019896
IRS990/CYGrantsAndSimilarPaidAmt0247103213
IRS990/CYInvestmentIncomeAmt02638132
IRS990/CYOtherExpensesAmt023920812
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-64365997
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0271024025
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0206658028
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0In 2023, Climate Imperative Foundation granted to organizations and institutions that, through research, education, analysis, and outreach, advanced low-carbon policies in the U.S. and other countries. Accomplishments included (but were not limited to) educating government officials about policy options to promote low-carbon development; informing the adoption of clean vehicle standards, clean power standards, and economy-wide carbon reduction goals; development of new low-carbon policy ideas customized for local contexts; and educating the public, stakeholders, and officials about the benefits of a transition to clean energy.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0124869986
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0107270903
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/ExpenseAmt0250605125
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt035070
IRS990/FeesForServicesAccountingGrp/TotalAmt035070
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0700705
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0128000
IRS990/FeesForServicesLegalGrp/TotalAmt0828705
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt017591088
IRS990/FeesForServicesManagementGrp/TotalAmt017591088
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02022000
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03373912
IRS990/FeesForServicesOtherGrp/TotalAmt05395912
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/ProgramServicesAmt070141100
IRS990/ForeignGrantsGrp/TotalAmt070141100
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt618.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt736.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt817.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0John Doerr
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1Anita Bekenstein
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2George Pavlov
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3Greg Nelson
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4Laurene Powell Jobs
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5Sanjeev Krishnan
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6Christina Fernandes
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7Hal Harvey
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt8Sonia Aggarwal
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director thru 02/23
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President As of 03/09/23
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02020
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt016243
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0247103213
IRS990/GrantsPayableGrp/BOYAmt07030321
IRS990/GrantsPayableGrp/EOYAmt011623000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0176962113
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0176962113
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt016243
IRS990/GrossReceiptsAmt0206658028
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06387
IRS990/InsuranceGrp/TotalAmt06387
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt07568
IRS990/InterestGrp/TotalAmt07568
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02621889
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02621889
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt00
IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0Climate Imperative Foundation's mission is to employ science and economics to cut global carbon emissions and to secure a better future for all.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0239847776
IRS990/NetAssetsOrFundBalancesEOYAmt0175876248
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt016243
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt016243
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0394469
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0114977790
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt068605345
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt035853896
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt041643
IRS990/OfficeExpensesGrp/TotalAmt041643
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Taxes and Licenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01674
IRS990/OtherExpensesGrp/TotalAmt01674
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0120000000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0100762365
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0HAL HARVEY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0289369825
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0162227187
IRS990/PYInvestmentIncomeAmt095099
IRS990/PYOtherExpensesAmt014468813
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0112768924
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0176696000
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0289464924
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-64365997
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105856964
IRS990/SavingsAndTempCashInvstGrp/EOYAmt087835561
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PART II, COLUMN (b) REPRESENTS A SHORT YEAR FOR THE INITIAL YEAR OF INCORPORATION MARCH - DECEMBER 2020.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SHORT YEAR EXPLANATION
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0204019896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0289369825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0221528415
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt082758699
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0797676835
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02621889
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt095099
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05237
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03122
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02725347
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0542208960
IRS990ScheduleA/SubstantialContributorsTotAmt0255467875
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0204019896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0289369825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0221528415
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt082758699
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0797676835
IRS990ScheduleA/TotalSupportAmt0800402182
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0271024025
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0394469
IRS990ScheduleD/OtherExpensesIncludedAmt00
IRS990ScheduleD/OtherExpensesNotIncludedAmt00
IRS990ScheduleD/OtherRevenueAmt00
IRS990ScheduleD/OtherRevenuesNotIncludedAmt00
IRS990ScheduleD/RevenueNotReportedAmt0394469
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0206658028
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL AND CALIFORNIA INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701d OF THE CALIFORNIA REVENUE AND TAXATION CODE. IN ADDITION, THE FOUNDATION QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. THERE WAS NO TAX LIABILITY FOR UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE FOUNDATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE FOUNDATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE FOUNDATION FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0271024025
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0206658028
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0207052497
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0271024025
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt061058159
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt16597941
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt22235000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt3250000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Europe (Including Iceland and Greenland)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1East Asia and the Pacific
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2South Asia
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3South America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Grantmaking

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings