2023-11-06T17:16:47-06:00 2022-12-31 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-01-01 371833985 WATER FOUNDATION WATE 9164143310 3335 WATT AVE B SACRAMENTO CA 95821 LIZETTE LECLERC DIR OF FINANCE & OPS 9164143310 2023-10-23 1 LIZETTE LECLERC 999009999 0 MAGA E KISRIEV P01008919 4089988400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ALLISON HARVEY TURNER 3335 WATT AVE B SACRAMENTO CA 95821 25984608 0 X WWW.WATERFDN.ORG X 2016 CA SECURE SAFE WATER FOR PEOPLE, RESTORE AND SUSTAIN FRESHWATER ECOSYSTEMS, BUILD CLIMATE RESILIENCE. 9 8 23 10 0 0 14649347 25725183 0 0 30171 57709 158460 201716 14837978 25984608 5282671 8565687 0 0 3076301 3682054 0 0 102117 3560572 4433807 11919544 16681548 2918434 9303060 24031910 31142344 3856965 1664339 20174945 29478005 X THE WATER FOUNDATION AND OUR PARTNERS ADVANCE LASTING SOLUTIONS TO SECURE SAFE WATER FOR PEOPLE, RESTORE AND SUSTAIN FRESHWATER ECOSYSTEMS, AND BUILD CLIMATE RESILIENCE. 1 0 7476055 3732281 0 HEALTHY COMMUNITIES AND HEALTHY WATERSHEDS: THROUGH GRANTMAKING AND ADVOCACY, THE HEALTHY COMMUNITIES AND HEALTHY WATERSHEDS PROGRAMS ARE SECURING SAFE, CLEAN WATER FOR PEOPLE, RESTORING AND SUSTAINING FRESHWATER ECOSYSTEMS, AND BUILDING CLIMATE RESILIENCE. GRANTS FROM THE WATER FOUNDATION IN 2022 SUPPORTED SUSTAINABLE, INCLUSIVE GROUNDWATER MANAGEMENT AND SAFE AND AFFORDABLE DRINKING WATER IN CALIFORNIA; A COALITION ADVANCING EQUITABLE, NATURE-BASED INFRASTRUCTURE IN LOS ANGELES COUNTY; A CAMPAIGN TO RESTORE THE SNAKE RIVER AND UPHOLD TRIBAL JUSTICE IN THE PACIFIC NORTHWEST; AND EFFORTS THAT SECURED OUTSTANDING WATERS PROTECTIONS ON THE RIO GRANDE IN NEW MEXICO. THE FOUNDATION ALSO INVESTED IN WATER JUSTICE NETWORKS TO BUILD CAPACITY FOR COMMUNITY BASED AND FRONTLINE GROUPS AND SUPPORT A STRONGER NATIONAL MOVEMENT. 4467951 4102352 0 THE WATER SOLUTIONS FUND RESPONDS TO THE SIGNIFICANT PUBLIC INVESTMENTS IN INFRASTRUCTURE AND CLIMATE CHANGE TO ENSURE THAT WATER POLICY AND PROJECTS ARE DURABLE, EQUITABLE, AND CLIMATE RESILIENT. THE FUND POOLS AND ALIGNS PHILANTHROPIC INVESTMENTS TOWARD THREE FOCUS AREAS: 1) ENSURING TRANSPARENT AND EQUITABLE IMPLEMENTATION OF WATER-RELATED FUNDING; 2) SUPPORTING THE DESIGN AND DEVELOPMENT OF INNOVATIVE WATER INFRASTRUCTURE PROJECTS; AND 3) STRENGTHENING THE CAPACITY AND POWER OF LOCAL AND REGIONAL LEADERS, NETWORKS, AND COALITIONS TO GROW THE MOVEMENT FOR WATER. SINCE 2022, THE WATER SOLUTIONS FUND HAS SUPPORTED $65 MILLION IN POOLED AND ALIGNED INVESTMENTS TO 128 ORGANIZATIONS ACROSS THE US. 1522752 101166 0 THE WATER TABLE IS A COLLABORATIVE OF FUNDERS COMMITTED TO A SUSTAINABLE AND EQUITABLE WATER FUTURE IN THE US. TABLE MEMBERS POOL AND ALIGN FUNDING TOWARD TRANSFORMATIVE WATER SOLUTIONS TO ACHIEVE GREATER COLLECTIVE IMPACT. SINCE ITS INCEPTION IN 2016, THE WATER TABLE HAS MOTIVATED AND ALIGNED OVER $500 MILLION TO SHARED WATER PRIORITIES. CURRENT PRIORITIES INCLUDE ENSURING CLEAN, SAFE, AFFORDABLE WATER; ADVANCING CLIMATE RESILIENT AND NATURE-BASED SOLUTIONS FOR ECOSYSTEM AND COMMUNITY HEALTH; SUPPORTING MUNICIPAL "ONE WATER" POLICIES FOR INTEGRATED WATER MANAGEMENT; AND PROMOTING SUSTAINABLE SOLUTIONS FOR RURAL COMMUNITIES. THE TABLE ALSO WORKS TO INCREASE FIELD AND FUNDER COORDINATION, BUILD COMMUNITY POWER, AND INVEST IN FIELD PARTNER, COALITION, AND COMMUNITY CAPACITY TO DRIVE WATER SOLUTIONS. 1852182 629888 0 TRANSITIONING STRATEGIES: IN 2022, WATER FOUNDATION GRANTS ALSO HELPED LAUNCH THE CALIFORNIA WATER DATA CONSORTIUM AND ESTABLISH AN EMERGING FEDERAL POLICY PROGRAM THAT BUILDS THE POLITICAL WILL FOR PUBLIC INVESTMENTS IN CLEAN DRINKING WATER, WATER INFRASTRUCTURE IMPROVEMENTS, AND ESSENTIAL WATERSHEDS RESTORATION. 1852182 629888 0 15318940 1 1 0 1 0 0 0 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 CA AR DC MN CO WA MD MI X X LIZETTE LECLERC 9164143310 3335 WATT AVE B SACRAMENTO CA 95821 JIM LOCHHEAD CHAIRMAN, PRESIDENT 1.00 X X 0 0 0 CELESTE CANTU VICE CHAIR 1.00 X X 0 0 0 LAURIE DACHS SECRETARY 1.00 X X 0 0 0 DAVID BECKMAN DIRECTOR 1.00 X 0 0 0 JOHN ECHOHAWK DIRECTOR 1.00 X 0 0 0 HAHRIE HAN DIRECTOR 1.00 X 0 0 0 MOIRA MCDONALD DIRECTOR 1.00 X 0 0 0 PETER SILVA DIRECTOR 1.00 X 0 0 0 ALLISON HARVEY TURNER CHIEF EXECUTIVE OFFICER 37.50 X X 304292 0 37759 LIZETTE LECLERC DIRECTOR OF FINANCE AND OPERATIONS 37.50 X 219178 0 28128 JENNIFER SOKOLOVE DIRECTOR OF PROGRAMS & STRATEGY 37.50 X 207931 0 37354 NICOLE VERHOFF DIRECTOR OF STRATEGIC PARTNERSHIPS 37.50 X 206810 0 31941 ANDREW FAHLUND SENIOR PROGRAM OFFICER 37.50 X 191458 0 22283 ALEXANDRA PAXTON PROGRAM OFFICER 37.50 X 160463 0 20613 ELIZABETH SODERSTROM STRATEGIC PARTNERSHIPS OFFICER 37.50 X 155322 0 23506 1445454 0 201584 10 0 1 0 SUSAN BELL & ASSOCIATES LLC 570 OAK KNOLL LANE MENLO PARK CA 94025 STRATEGY CONSULTING 984889 PYRAMID COMMUNICATIONS INC 1932 1ST AVE SUITE 507 SEATTLE WA 98101 COMMUNICATIONS CONSULTING 711676 CONSERVATION STRATEGY GROUP PO BOX 18318 SACRAMENTO CA 95819 STRATEGY CONSULTING 120000 NVG LLC 36 MULLIGAN DR PALMYRA VA 22963 STRATEGY CONSULTING 120000 FLOWWEST PO BOX 29392 OAKLAND CA 94604 TECHNICAL CONSULTING 119189 7 25725183 25725183 57709 57709 144801 0 144801 144801 144801 OTHER INCOME 900099 56915 56915 56915 25984608 56915 0 202510 X 8565687 8565687 589358 445776 130351 13231 2340835 1770551 517733 52551 185660 140429 41063 4168 566201 428261 125229 12711 56886 48350 7970 566 585 433 143 9 70400 70400 3370563 3274237 90331 5995 33418 23856 8985 577 49400 34960 13585 855 559322 296604 255040 7678 63179 52923 9232 1024 102584 74295 27917 372 70857 50526 19009 1322 7499 5048 2345 106 DUES AND SUBSCRIPTION 35697 26818 8188 691 FEES 13417 9786 3370 261 16681548 15318940 1260491 102117 413529 626872 17848302 21180217 5318096 8233101 56601 80169 479211 381686 168382 97525 227000 924460 24031910 31142344 765253 790522 3026775 165957 64937 0 0 707860 3856965 1664339 X 10879808 10814546 9295137 18663459 20174945 29478005 24031910 31142344 9303060 0 X 0 1 X 1 0 X 9157600 14201584 14821000 14649347 25725183 78554714 9157600 14201584 14821000 14649347 25725183 78554714 52514942 26039772 79768 197721 181576 182430 202510 844005 79398719 141635 0.32800 0.37550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66950 466725 533675 16147873 16681548 984077 246019 0 0 690706 724220 745977 984077 3144980 4717470 301314 317972 281031 533675 1433992 172677 181055 186494 246019 786245 1179368 48318 59672 39665 66950 214605 190000 X OFFICE DISPLAY 0 176140 148425 27715 269862 200052 69810 33209 33209 0 97525 OPERATING LEASE LIABILITY 707860 707860 X 25839807 0 25839807 144801 144801 25984608 16536747 -144801 -144801 16681548 0 16681548 PART III, LINE 4: THE ARTWORK IS OF LAKES, RIVERS AND WILDLIFE. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND STATE INCOME TAX UNDER SECTION 23701 OF THE CALIFORNIA REVENUE AND TAXATION CODE. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL AND STATE INFORMATION RETURNS. AS OF DECEMBER 31, 2022, MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL REVENUE NETTED AGAINST EXPENSES ON AUDITED FINANCIAL STATEMENTS 144,801. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL REVENUE NETTED AGAINST EXPENSES ON AUDITED FINANCIAL STATEMENTS -144,801. 1 ACTIVESGV 10900 MULHALL STREET EL MONTE CA 91731 852110415 501(C)(3) 20000 0 WATER ACCESS AND CONSERVATION AG INNOVATIONS 101 MORRIS STREET SUITE 212 SEBASTOPOL CA 95472 680462304 501(C)(3) 17430 0 WATER ACCESS AND CONSERVATION ALIANZA COACHELLA VALLEY 1515 6TH STREET COACHELLA CA 92236 841966709 501(C)(3) 55000 0 WATER ACCESS AND CONSERVATION AMERICAN RIVERS INC PO BOX 96158 WASHINGTON DC 20090 237305963 501(C)(3) 245000 0 WATER ACCESS AND CONSERVATION AMIGOS BRAVOS PO BOX 238 TAOS NM 87571 850363268 501(C)(3) 77357 0 WATER ACCESS AND CONSERVATION ANTHROPOCENE ALLIANCE 105 NE BAY AVE MICANOPY FL 32667 815166043 501(C)(3) 700000 0 WATER ACCESS AND CONSERVATION AUDUBON NEW MEXICO PO BOX 9134 SANTA FE NM 87504 131624102 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION CALIFORNIA ENVIRONMENTAL VOTERS 350 FRANK H OGAWA PLAZA SUITE 1100 OAKLAND CA 84612 943169564 501(C)(4) 130000 0 WATER ACCESS AND CONSERVATION CALIFORNIA TROUT INC 360 PINE STREET 4TH FLOOR SAN FRANCISCO CA 94104 237097680 501(C)(3) 45000 0 WATER ACCESS AND CONSERVATION CARPE DIEM WEST PO BOX 3008 SAUSALITO CA 94966 943373078 501(C)(3) 10000 0 WATER ACCESS AND CONSERVATION CHILDREN OF THE SETTING SUN PRODUCTIONS PO BOX 1571 BELLINGHAM WA 98227 475005550 501(C)(3) 20000 0 WATER ACCESS AND CONSERVATION CIEA PO BOX 2128 BERKELEY CA 94702 270861293 501(C)(3) 75000 0 WATER ACCESS AND CONSERVATION CIVICWELL 520 CAPITOL MALL SUITE 440 SACRAMENTO CA 95814 942791699 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION CLEAN WATER FUND PO BOX 188 MT CLEMENS MI 48046 521043444 501(C)(3) 250000 0 WATER ACCESS AND CONSERVATION COLUMBIA RIVERKEEPER PO BOX 950 HOOD RIVER OR 97031 911583492 501(C)(3) 30000 0 WATER ACCESS AND CONSERVATION COMMUNITIES FOR A BETTER ENVIRONMENT (CBE) 6325 PACIFIC BLVD SUITE 300 HUNTINGTON PARK CA 90255 942998086 501(C)(3) 55800 0 WATER ACCESS AND CONSERVATION COMMUNITY ALLIANCE WITH FAMILY FARMERS PO BOX 363 DAVIS CA 95617 942914745 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION COMMUNITY REPOWER MOVEMENT 1405 W 38TH STREET LOS ANGELES CA 90062 841775548 501(C)(3) 25000 0 WATER ACCESS AND CONSERVATION COMMUNITY WATER CENTER 900 W OAK AVE VISALIA CA 93291 800267674 501(C)(3) 375000 0 WATER ACCESS AND CONSERVATION COMMUNITY WATER CENTER ACTION FUND 900 W OAK AVE VISALIA CA 93291 800267674 501(C)(3) 75000 0 WATER ACCESS AND CONSERVATION CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION 46411 TIMINE WAY PENDLETON OR 97801 930624734 CTUIR 235000 0 WATER ACCESS AND CONSERVATION CONSERVATION VOTERS NEW MEXICO 200 WEST DE VARGAS STREET SUITE 1 SANTA FE NM 87501 200016255 501(C)(4) 50000 0 WATER ACCESS AND CONSERVATION COUNCIL FOR WATERSHED HEALTH 177 E COLORADO BLVD STE 200 PASADENA CA 91105 954589325 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION EARTH MINISTRYWASHINGTON INTERFAITH POWER & LIGHT 5515 PHINNEY AVE N SEATTLE WA 98103 911547974 501(C)(3) 15000 0 WATER ACCESS AND CONSERVATION EAST YARD COMMUNITIES FOR ENVIRONMENTAL JUSTICE 2317 SOUTH ATLANTIC BOULEVARD COMMERCE CA 90040 465685097 501(C)(3) 82100 0 WATER ACCESS AND CONSERVATION ENVIRONMENTAL DEFENSE FUND INC 257 PARK AVENUE SOUTH 17TH FLOOR NEW YORK NY 10010 116107128 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION GENTE ORGANIZADA 242 EAST 1ST STREET POMONA CA 91767 272352500 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION HEADWATERS ECONOMICS PO BOX 7059 BOZEMAN MT 59771 743171967 501(C)(3) 200000 0 WATER ACCESS AND CONSERVATION HEAL THE BAY 1444 9TH STREET SANTA MONICA CA 90401 954031055 501(C)(3) 68500 0 WATER ACCESS AND CONSERVATION LEADERSHIP COUNSEL FOR JUSTICE AND ACCOUNTABILITY 2210 SAN JOAQUIN ST FRESNO CA 93721 461517800 501(C)(3) 150000 0 WATER ACCESS AND CONSERVATION LOS ANGELES ALLIANCE FOR A NEW ECONOMY 464 LUCAS AVE LOS ANGELES CA 90017 954459427 501(C)(3) 75000 0 WATER ACCESS AND CONSERVATION LOS ANGELES WATERKEEPER 360 E 2ND STREET SUITE 25 LOS ANGELES CA 90012 954444787 501(C)(3) 68500 0 WATER ACCESS AND CONSERVATION MICHIGAN LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 3029 MILLER ROAD ANN ARBOR MI 48103 371430158 501(C)(3) 30000 0 WATER ACCESS AND CONSERVATION NATIONAL AUDUBON SOCIETYAUDUBON CALIFORNIA 225 VARICK STREET NEW YORK NY 10014 131624102 501(C)(3) 65000 0 WATER ACCESS AND CONSERVATION NATURAL RESOURCES DEFENSE COUNCIL INC (NRDC) 40 WEST 20TH STREET NEW YORK NY 10011 132654926 501(C)(3) 120000 0 WATER ACCESS AND CONSERVATION NATURE FOR ALL 201 WEST GARVEY AVENUE SUITE 102-503 MONTEREY PARK CA 91754 831265253 501(C)(3) 68500 0 WATER ACCESS AND CONSERVATION NEW MEXICO ACEQUIA ASSOCIATION 805 EARLY STREET SUITE 203B SANTE FE NM 87505 850440606 501(C)(3) 40000 0 WATER ACCESS AND CONSERVATION NEW MEXICO WILDERNESS ALLIANCE PO BOX 25464 ALBUQUERQUE NM 87125 850457916 501(C)(3) 60000 0 WATER ACCESS AND CONSERVATION NIMIIPUU PROTECTING THE ENVIRONMENT 1820 NW ARCADIA DRIVE PULLMAN WA 99163 473465431 501(C)(3) 25000 0 WATER ACCESS AND CONSERVATION NORTH FORK MONO TRIBE 13396 TOLLHOUSE RD CLOVIS CA 93619 020588416 501(C)(3) 25000 0 WATER ACCESS AND CONSERVATION NORTHWEST SPORTFISHING INDUSTRY ASSOCIATION (NSIA) PO BOX 4 OREGON CITY OR 97045 931107831 501(C)(6) 30000 0 WATER ACCESS AND CONSERVATION NW ENERGY COALITION 811 1ST AVENUE SUITE 305 SEATTLE WA 98104 911144122 501(C)(3) 15000 0 WATER ACCESS AND CONSERVATION PACOIMA BEAUTIFUL 13520 VAN NUYS BLVD 200 PACOIMA CA 91331 954770745 501(C)(3) 20000 0 WATER ACCESS AND CONSERVATION PHYSICIANS FOR SOCIAL RESPONSIBILITY - LOS ANGELES 617 S OLIVE ST SUITE 1100 LOS ANGELES CA 90014 953956136 501(C)(3) 55900 0 WATER ACCESS AND CONSERVATION POLICYLINK 1438 WEBSTER STREET SUITE 303 OAKLAND CA 94612 943297479 501(C)(3) 801400 0 WATER ACCESS AND CONSERVATION PROYECTO PASTORAL 135 N MISSION ROAD LOS ANGELES CA 90033 953213958 501(C)(3) 21700 0 WATER ACCESS AND CONSERVATION PUBLIC POLICY INSTITUTE OF CALIFORNIA (PPIC) 500 WASHINGTON STREET STE 600 SAN FRANCISCO CA 94111 943207299 501(C)(3) 10000 0 WATER ACCESS AND CONSERVATION RESOURCES LEGACY FUND 555 CAPITOL MALL SUITE 1095 SACRAMENTO CA 95814 954703838 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION RIVER PARTNERS 580 VALLOMBROSA AVE CHICO CA 95926 943302335 501(C)(3) 245000 0 WATER ACCESS AND CONSERVATION ROCKEFELLER PHILANTHROPY ADVISORS 6 WEST 48TH STREET 10TH FLOOR NEW YORK NY 10036 133615533 501(C)(3) 585000 0 WATER ACCESS AND CONSERVATION RURAL COMMUNITY ASSISTANCE CORPORATION 1725 I ST NW 225 WASHINGTON DC 20006 237367533 501(C)(3) 350000 0 WATER ACCESS AND CONSERVATION SACRED PLACES INSTITUTE FOR INDIGENOUS PEOPLES (SIERRA HEALTH FOUNDATION) 1321 GARDEN HIGHWAY SACRAMENTO CA 95833 455282243 501(C)(3) 71900 0 WATER ACCESS AND CONSERVATION SAVE OUR WILD SALMON COALITION PO BOX 2202 REDWAY CA 95560 680259810 501(C)(3) 69500 0 WATER ACCESS AND CONSERVATION SELF-HELP ENTERPRISES PO BOX 6520 VISALIA CA 93290 941592676 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION SE'SI'LE PO BOX 28850 BELLINGHAM WA 98228 853254085 501(C)(3) 25000 0 WATER ACCESS AND CONSERVATION STRATEGIC CONCEPTS IN ORGANIZING & POLICY EDUCATION 1715 W FLORENCE AVENUE LOS ANGELES CA 90047 954635737 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION SUSTAINABLE CONSERVATION 98 BATTERY STREET SUITE 302 SAN FRANCISCO CA 94111 943232437 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION THE CENTER FOR WATER SECURITY AND COOPERATION 1701 PENNSYLVANIA AVE NW STE 200 WASHINGTON DC 20006 474349539 501(C)(3) 20000 0 WATER ACCESS AND CONSERVATION THE NATIONAL JUDICIAL COLLEGE JUDICIAL COLLEGE BUILDING/MS 358 RENO NV 89557 942427596 501(C)(3) 30000 0 WATER ACCESS AND CONSERVATION THE TATAVIAM LAND CONSERVANCY 1019 2ND ST SAN FERNANDO CA 91340 831446244 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION THEODORE ROOSEVELT CONSERVATION PARTNERSHIP 529 14TH STREET NW SUITE 500 WASHINGTON DC 20045 043706385 501(C)(3) 450000 0 WATER ACCESS AND CONSERVATION TIDES ADVOCACY PO BOX 889381 LOS ANGELES CA 90088 943153687 501(C)(4) 150000 0 WATER ACCESS AND CONSERVATION TREEPEOPLE INC 12601 MULHOLLAND DRIVE BEVERLY HILLS CA 90210 237314838 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION TROUT UNLIMITED (TU) 1777 NORTH KENT STREET SUITE 100 ARLINGTON VA 22209 381612715 501(C)(3) 796600 0 WATER ACCESS AND CONSERVATION TULE BASIN LAND & WATER CONSERVATION TRUST 4500 S LASPINA AVENUE ROOM 103 TULARE CA 93274 850956594 501(C)(3) 25000 0 WATER ACCESS AND CONSERVATION UNION OF CONCERNED SCIENTISTS 2 BRATTLE SQUARE CAMBRIDGE MA 02138 042535767 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION WASHINGTON CONSERVATION VOTERS 1402 THIRD AVENUE SUITE 1400 SEATTLE WA 98101 911548791 501(C)(4) 65000 0 WATER ACCESS AND CONSERVATION WE THE PEOPLE OF DETROIT 1520 CHATEAUFORT PLACE DETROIT MI 48207 475123903 501(C)(3) 150000 0 WATER ACCESS AND CONSERVATION WESTERN ENVIRONMENTAL LAW CENTER 120 SHELTON MCMURPHEY BLVD STE 340 EUGENE OR 97401 931010269 501(C)(3) 40000 0 WATER ACCESS AND CONSERVATION WESTERN RESOURCE ADVOCATES 2260 BASELINE ROAD STE 200 BOULDER CO 80302 841113831 501(C)(3) 50000 0 WATER ACCESS AND CONSERVATION WESTERN STATES WATER COUNCIL 682 VINE SUITE 7 MURRAY UT 84107 930551574 WSWC 255000 0 WATER ACCESS AND CONSERVATION 66 5 PART I, LINE 2: WATER FOUNDATION REQUIRES ORGANIZATIONS TO SUBMIT AN APPLICATION THAT INCLUDES A NARRATIVE DESCRIBING THE PURPOSE OF THE PROJECT, ALONG WITH AN ORGANIZATIONAL BUDGET, PROJECT BUDGET, AND FINANCIAL STATEMENTS. GRANTEES SIGN AN AGREEMENT DESCRIBING ALLOWABLE USE OF FUNDS, THE GRANT PERIOD, AND REPORTING REQUIREMENTS. ALL GRANTS REQUIRE PERIODIC NARRATIVE AND FINANCIAL REPORTS DESCRIBING THE USE OF GRANT FUNDS INCLUDING ACTIVITIES AND OUTCOMES. ADDITIONALLY, STAFF MAINTAINS CONTACT WITH GRANTEES THROUGHOUT THE GRANT PERIOD. X X 0 0 0 0 0 0 0 0 0 ALLISON HARVEY TURNER CHIEF EXECUTIVE OFFICER 304292 0 0 0 0 0 20500 0 17259 0 342051 0 0 0 LIZETTE LECLERC DIRECTOR OF FINANCE AND OPERATIONS 219178 0 0 0 0 0 20500 0 7628 0 247306 0 0 0 JENNIFER SOKOLOVE DIRECTOR OF PROGRAMS & STRATEGY 207931 0 0 0 0 0 20375 0 16979 0 245285 0 0 0 NICOLE VERHOFF DIRECTOR OF STRATEGIC PARTNERSHIPS 206810 0 0 0 0 0 20500 0 11441 0 238751 0 0 0 ANDREW FAHLUND SENIOR PROGRAM OFFICER 191458 0 0 0 0 0 9795 0 12488 0 213741 0 0 0 ALEXANDRA PAXTON PROGRAM OFFICER 160463 0 0 0 0 0 11683 0 8930 0 181076 0 0 0 ELIZABETH SODERSTROM STRATEGIC PARTNERSHIPS OFFICER 155322 0 0 0 0 0 13000 0 10506 0 178828 0 0 0 FORM 990, PART III, LINE 2 WATER FOUNDATION STARTED A NEW PROGRAM SERVICE THE WATER SOLUTIONS FUND IN 2022. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWED AND APPROVED THE WATER FOUNDATION'S ANNUAL TAX RETURNS BEFORE SUBMISSION TO THE IRS. ANY SIGNIFICANT FINDINGS HAVE BEEN DISCUSSED WITH THE FULL BOARD. THE FULL BOARD RECEIVED A COPY OF THE COMPLETED FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C 1. ANNUAL DISTRIBUTION OF THE POLICY AND DISCLOSURES IS FURNISHED ANNUALLY TO ALL INCUMBENT AND INCOMING DIRECTORS AND OFFICERS. EACH DIRECTOR AND OFFICER SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THAT HE OR SHE HAS RECEIVED A COPY OF THE POLICY; HAS READ AND UNDERSTANDS THE POLICY; AND HAS AGREED TO COMPLY WITH THIS POLICY. EACH YEAR EACH DIRECTOR AND OFFICER SHALL FILE A STATEMENT WITH THE BOARD OF DIRECTORS THAT LISTS: (1) ANY OUTSIDE EMPLOYMENT OR CONSULTING WORK THAT COULD CONSTITUTE A CONFLICT; AND (2) ANY BOARD MEMBERSHIP OR AFFILIATION WITH OTHER ORGANIZATIONS THAT COULD CONSTITUTE A CONFLICT. EACH DIRECTOR AND OFFICER MUST ALSO LIST HIS OR HER INVESTMENTS IN ANY CORPORATION, PARTNERSHIP, TRUST OR FUND IN WHICH HE OR SHE, TOGETHER WITH MEMBERS OF HIS OR HER FAMILY, HAS DIRECTLY OR INDIRECTLY A GREATER THAN 35% OWNERSHIP INTEREST, REGARDLESS OF WHETHER SUCH INVESTMENTS COULD CONSTITUTE A CONFLICT. 2. DISCLOSURE OF ALL CONFLICTS AND POTENTIAL CONFLICT INCLUDING ALL MATERIAL FACTS CONCERNING ANY SITUATION THAT MIGHT BE VIEWED AS A CONFLICT SHALL BE DISCLOSED TO THE BOARD OF DIRECTORS BY THE DIRECTOR OR OFFICER CONCERNED. 3. PROCEDURES NECESSARY TO APPROVE ANY CONFLICT. NO DIRECTOR OF OFFICER MAY BE PRESENT FOR A VOTE BY THE BOARD OF DIRECTORS ON ANY DECISION OR ACTION BY WATER FOUNDATION FOR WHICH THE BOARD OF DIRECTORS HAS DETERMINED THAT THE DIRECTOR OF OFFICE HAS A FINANCIAL OR NON-FINANCIAL CONFLICT OF INTEREST. 4. ADDITIONAL PROCEDURES NECESSARY TO APPROVE A CONFLICT INVOLVING A MATERIAL FINANCIAL INTEREST. THE BOARD OF DIRECTORS SHALL NOT APPROVE ANY TRANSACTION TO WHICH THE WATER FOUNDATION WOULD BE A PARTY AND IN WHICH THE BOARD OF DIRECTORS HAS DETERMINED THAT A DIRECTOR OR OFFICER OF WF HAS A CONFLICT OF INTEREST INVOLVING A MATERIAL FINANCIAL INTEREST UNLESS AND UNTIL THE BOARD OF DIRECTORS HAS SPECIFICALLY AND IN GOOD FAITH DETERMINED AFTER REASONABLE INVESTIGATION THAT: (A) THE BOARD IS AWARE OF ALL MATERIAL FACTS CONCERNING THE TRANSACTION AND THE DIRECTOR OR OFFICER'S INTEREST IN THE TRANSACTION; (B) WF IS ENTERING INTO THE TRANSACTION FOR ITS OWN BENEFIT; (C) THE TRANSACTION IS FAIR AND REASONABLE AS TO WF AND (D) WF COULD NOT HAVE OBTAINED A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OR OTHER COMPENSATION OF THE CEO [AND CHIEF FINANCIAL OFFICER] OF THE CORPORATION AND THE MANNER AND TIME OF THE PAYMENT THEREOF SHALL BE FIXED AND DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL REVIEW THE COMPENSATION PACKAGES, INCLUDING ALL BENEFITS, OF THE CEO [AND CHIEF FINANCIAL OFFICER] OF THE CORPORATION, AND SHALL APPROVE SUCH COMPENSATION ONLY AFTER DETERMINING THAT THE COMPENSATION IS JUST AND REASONABLE. THIS REVIEW AND APPROVAL SHALL OCCUR WHEN EACH SUCH OFFICER IS HIRED, WHEN THE TERM OF EMPLOYMENT OF SUCH OFFICER IS RENEWED OR EXTENDED, AND WHEN THE COMPENSATION OF SUCH OFFICE IS MODIFIED, UNLESS THE MODIFICATION APPLIES TO SUBSTANTIALLY ALL OF THE EMPLOYEES OF THIS CORPORATION. DIRECTORS, OFFICERS, AND MEMBERS OF COMMITTEES SHALL NOT BE ENTITLED TO COMPENSATION FOR THEIR SERVICES AS SUCH, ALTHOUGH THE BOARD OF DIRECTORS MAY AUTHORIZE, BY RESOLUTION, THE ADVANCE OR REIMBURSEMENT TO A DIRECTOR OF REASONABLE AND ACTUAL EXPENSES INCURRED AS A DIRECTOR, SUCH AS FOR ATTENDING MEETINGS OF THE BOARD AND BOARD COMMITTEES. FORM 990, PART VI, SECTION C, LINE 19 ANY AUDITED FINANCIAL STATEMENTS OBTAINED BY THIS CORPORATION SHALL BE MADE AVAILABLE FOR INSPECTION BY THE ATTORNEY GENERAL AND THE GENERAL PUBLIC WITHIN NINE MONTHS AFTER THE CLOSE OF THE FISCAL YEAR TO WHICH THE STATEMENTS RELATE, AND SHALL REMAIN AVAILABLE FOR THREE YEARS (1) BY MAKING THEM AVAILABLE AT THIS CORPORATION'S PRINCIPAL, REGIONAL, AND DISTRICT OFFICES DURING REGULAR BUSINESS HOURS AND (2) EITHER BY MAILING A COPY TO ANY PERSON WHO SO REQUESTS IN PERSON OR IN WRITING OR BY POSTING THEM ON THIS CORPORATION'S WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES AND CONTRACT FEES: PROGRAM SERVICE EXPENSES 3,274,237. MANAGEMENT AND GENERAL EXPENSES 90,331. FUNDRAISING EXPENSES 5,995. TOTAL EXPENSES 3,370,563.