2025-05-13T17:55:09-05:00 2024-06-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2023-07-01 941156258 CALIFORNIA ACADEMY OF SCIENCES CALI 4153795137 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 JIM GOHARY CHEIF FINANCIAL OFFICER 4153795137 2025-05-12 1 0 SUE ROBISON P00560072 2062814444 2025-05-08 2023 2025-03-06 01:10:19Z SCOTT SAMPSON 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 514753634 0 X WWW.CALACADEMY.ORG X 1871 CA TO REGENERATE THE NATURAL WORLD THROUGH SCIENCE, LEARNING, AND COLLABORATION. 43 41 691 542 -16843 0 36715874 51791462 27711258 26408622 6453746 11877697 616803 418751 71497681 90496532 290548 590793 0 0 50726158 57669737 379713 575811 8017499 49633942 55493837 101030361 114330178 -29532680 -23833646 761119834 770612160 298769332 304639093 462350502 465973067 X THE ACADEMY IS A RENOWNED SCIENTIFIC AND EDUCATIONAL INSTITUTION WITH A MISSION TO REGENERATE THE NATURAL WORLD THROUGH SCIENCE, LEARNING, AND COLLABORATION. BASED IN SAN FRANCISCO'S GOLDEN GATE PARK, IT IS HOME TO A WORLD-CLASS AQUARIUM, PLANETARIUM, RAINFOREST, AND NATURAL HISTORY MUSEUM AS WELL AS INNOVATIVE PROGRAMS IN SCIENTIFIC RESEARCH AND ENVIRONMENTAL EDUCATION, ALL UNDER ONE LIVING ROOF. THROUGH GLOBAL EXPEDITIONS, SCIENTIFIC RESEARCH, AND STRATEGIC AREAS OF FOCUS ON ISLANDS, CORAL REEFS, AND THE STATE OF CALIFORNIA, ACADEMY SCIENTISTS STRIVE TO GATHER NEW KNOWLEDGE ABOUT LIFE'S DIVERSITY AND THE PROCESS OF EVOLUTION AND RAPIDLY APPLY THAT UNDERSTANDING TO OUR EFFORTS TO REGENERATE THE NATURAL WORLD. THROUGH EXHIBITIONS, EDUCATIONAL PROGRAMS, AND PARTNERSHIPS THAT ADDRESS THESE SAME TOPICS-DELIVERED TO THE PUBLIC ON-SITE AT THE ACADEMY'S WORLD-CLASS AQUARIUM, PLANETARIUM, RAINFOREST, AND NATURAL HISTORY MUSEUM, IN THE COMMUNITY, IN BIODIVERSITY HOTSPOTS AROUND THE WORLD. 0 0 35134195 16657 3570042 EXHIBITS AND PUBLIC ENGAGEMENT: THE ALL-DIGITAL MORRISON PLANETARIUM USES CUTTING-EDGE VISUALIZATIONS AND SCIENTIFIC DATA TO SHARE CURRENT DISCOVERIES AND INCREASE SCIENCE LITERACY THROUGH IMMERSIVE SHOWS THAT ROTATE THROUGHOUT THE YEAR. THE NEW PERMANENT CALIFORNIA: STATE OF NATURE EXHIBITION, WHICH OPENED IN MAY 2024, ILLUMINATES THE UNEXPECTED CONNECTIONS BETWEEN THE SPECIES, PLACES, AND PEOPLE THAT ENABLE CALIFORNIA TO THRIVE. THE HIDDEN WONDERS EXHIBIT PROVIDES AN UNPRECEDENTED PEEK AT SOME OF THE STANDOUT SPECIMENS FROM OUR SCIENTIFIC COLLECTIONS-INCLUDING SOME ON VIEW FOR THE VERY FIRST TIME. THE COLOR OF LIFE EXHIBIT EXPLORES THE ROLE OF COLOR IN THE NATURAL WORLD WITH VIBRANT LIVE ANIMALS, SPECIMENS, AND IMMERSIVE INTERACTIVES. GEMS AND MINERALS UNEARTHED SHOWCASES SPECIMENS FROM THE ACADEMY'S RENOWNED GEOLOGY COLLECTION. BIGPICTURE SHOWCASES WINNING IMAGES FROM THE ACADEMY'S ANNUAL, INTERNATIONAL WILDLIFE PHOTOGRAPHY COMPETITION. 23476432 494161 68022 BIODIVERSITY SCIENCE AND SUSTAINABILITY: THE ACADEMY'S INSTITUTE FOR BIODIVERSITY SCIENCE AND SUSTAINABILITY ("IBSS") IS HOME TO APPROXIMATELY 70 WORLD-CLASS SCIENTISTS, OVER 100 RESEARCH ASSOCIATES GLOBALLY, AND MORE THAN 500 DISTINGUISHED FELLOWS WHO GATHER NEW KNOWLEDGE ABOUT LIFE'S DIVERSITY AND THE PROCESS OF EVOLUTION AND RAPIDLY APPLY THAT UNDERSTANDING TO OUR EFFORTS TO REGENERATE THE NATURAL WORLD. THROUGH INNOVATIVE PARTNERSHIPS AND COMMUNITY ENGAGEMENT INITIATIVES, THEY ALSO GUIDE CRITICAL CONSERVATION DECISIONS WORLDWIDE, INSPIRE AND MENTOR THE NEXT GENERATION OF SCIENTISTS, AND FOSTER RESPONSIBLE STEWARDSHIP OF OUR PLANET SO THAT HUMANS AND NATURE CAN THRIVE TOGETHER. 15707557 24752 23925 AQUARIUM: THE STEINHART AQUARIUM IS HOME TO 60,000 LIVE ANIMALS REPRESENTING MORE THAN 800 UNIQUE SPECIES, AND ITS INNOVATIVE EXHIBITS INCLUDE ONE OF THE LARGEST AND DEEPEST INDOOR CORAL REEFS IN THE WORLD. THE FOUR-STORY RAINFOREST HAS FREE-FLYING BIRDS AND BUTTERFLIES AND EXOTIC REPTILES AND AMPHIBIANS. IN ADDITION TO DELIGHTING GUESTS WITH ITS LIVING CREATURES, THE AQUARIUM HAS PLAYED A CRITICAL ROLE FOR DECADES IN SPECIES SURVIVAL PLANS FOR ENDANGERED ANIMALS LIKE ITS CHARISMATIC COLONY OF AFRICAN PENGUINS. FOR MORE THAN 25 YEARS, THE STEINHART AQUARIUM HAS PROUDLY HELD THE GOLD STANDARD ACCREDITATION FROM THE ASSOCIATION OF ZOOS AND AQUARIUMS, A STAMP OF APPROVAL RESERVED FOR FACILITIES THAT EMBODY THE VERY BEST IN ANIMAL CARE AND WELFARE, CONSERVATION, AND EDUCATION. 7952469 55223 4142080 EDUCATION AND OUTREACH: THE ACADEMY IS AN INNOVATIVE LEADER IN EFFORTS TO INCREASE SCIENTIFIC AND ENVIRONMENTAL LITERACY WORLDWIDE. THE MUSEUM IS HOME TO SCIENCE EDUCATORS AND COMMUNICATORS AS WELL AS HIGHLY TRAINED DOCENTS WHO ENGAGE PEOPLE OF ALL AGES-HERE IN CALIFORNIA AND AROUND THE WORLD-IN THE SCIENTIFIC CONCEPTS AND ISSUES THAT WILL SHAPE OUR FUTURE. THROUGH INTENSIVE PARTNERSHIPS WITH SCHOOLS AND TEACHERS, INNOVATIVE PROGRAMS FOR ALL AGES, ENGAGING ONLINE LEARNING AND DIGITAL MEDIA OFFERINGS, AND IMMERSIVE SCIENCE VISUALIZATION PRODUCTIONS, ACADEMY EDUCATORS WORK TO INCREASE THE PUBLIC'S UNDERSTANDING AND APPRECIATION OF THE NATURAL WORLD AND INSPIRE PARTICIPANTS TO TAKE ACTION ON BEHALF OF THE RICH DIVERSITY OF LIFE ON EARTH.MORE THAN 400 VOLUNTEERS HELP SUPPORT THE ACADEMY ANNUALLY AND PROVIDE A CONNECTION BETWEEN THE DIVERSE BAY AREA COMMUNITY AND THE ACADEMY'S MUSEUM, RESEARCH, AND ADMINISTRATION. AS ONE OF THE BAY AREA'S LEADING CULTURAL INSTITUTIONS DEDICATED TO OPENING ITS DOORS TO THE ENTIRE COMMUNITY, THE ACADEMY OFFERS A VARIETY OF FREE AND REDUCED ADMISSION OPPORTUNITIES AND ACCESS PROGRAMS TO SERVE ALL VISITORS. 4497577 MEMBERSHIP: THE ACADEMY'S MEMBERSHIP PROGRAM PROVIDES YEAR-ROUND ACCESS TO OUR OFFERINGS TO NEARLY 40,000 HOUSEHOLDS. THROUGH THEIR MONTHLY AND ANNUAL GIFTS, MEMBERS SUPPORT THE ACADEMY'S MISSION TO REGENERATE THE NATURAL WORLD THROUGH SCIENCE, LEARNING, AND COLLABORATION. ON AVERAGE, ACADEMY MEMBERS VISIT BETWEEN TWO AND THREE TIMES A YEAR, PARTICIPATING IN OUR PUBLIC PROGRAMS, EXPLORING THE ICONIC EXHIBITS, SUCH AS THE STEINHART AQUARIUM AND RAINFOREST, ATTENDING WORKSHOPS AND LECTURES, AND SHARING THE EXPERIENCE WITH THEIR FRIENDS AND FAMILIES. A SIGNIFICANT NUMBER OF THE ACADEMY'S MEMBERS HAVE BEEN A PART OF THE ACADEMY "FAMILY" FOR MANY GENERATIONS. 18604553 ADMISSIONS 12450046 55223 22746633 86768230 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 1 0 1 1 1 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 255 0 1 691 1 1 1 1 MA 0 0 0 1 1 0 0 0 0 0 0 X 43 41 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA DC FL MA NC NY ND X X JIM GOHARY 4153795137 55 MUSIC CONCOURSE DRIVE SAN FRANCISCO CA 94118 SCOTT SAMPSON EXECUTIVE DIRECTOR 40.00 0.00 X X 685235 0 270329 MATHEW LAU INTERIM CHIEF FINANCIAL OFFICER 40.00 0.00 X X 303960 0 28743 CHARLES MARSHALL PHD PRESIDENT 2.00 0.00 X X 0 0 0 ELIZABETH BLACKBURN PHD VICE PRESIDENT 2.00 0.00 X X 0 0 0 JIM GOHARY CHIEF FINANCIAL OFFICER 40.00 0.00 X X 0 0 0 DAN JANNEY BOARD CHAIR 3.00 0.00 X X 0 0 0 JOHN GOLDMAN VICE CHAIR (THRU 06/24) 2.00 0.00 X X 0 0 0 DEREK MITCHELL PHD SECRETARY 2.00 0.00 X X 0 0 0 ADAM GAZZALEY MD PHD TRUSTEE 0.50 0.00 X 0 0 0 ALAN JONES TRUSTEE 1.00 0.00 X 0 0 0 AMY CORDALIS TRUSTEE 0.50 0.00 X 0 0 0 ANDY SCHWAB TRUSTEE (THRU 06/24) 0.50 0.00 X 0 0 0 BILL YOUNGER TRUSTEE 0.50 0.00 X 0 0 0 CARLA PETERMAN PHD TRUSTEE 0.50 0.00 X 0 0 0 CHRIS FIELD PHD TRUSTEE 1.00 0.00 X 0 0 0 CHRIS SCHELL PHD TRUSTEE 1.00 0.00 X 0 0 0 CHRISSY LUO TRUSTEE 0.50 0.00 X 0 0 0 COREY GARZA PHD TRUSTEE 0.50 0.00 X 0 0 0 DENNIS TROPER TRUSTEE 0.50 0.00 X 0 0 0 FELICIA CHIU TRUSTEE 1.00 0.00 X 0 0 0 GARY HALL TRUSTEE 0.50 0.00 X 0 0 0 GARY STEELE TRUSTEE (THRU 09/23) 1.00 0.00 X 0 0 0 HYDRA MENDOZA TRUSTEE 0.50 0.00 X 0 0 0 JSANFORD SANDY MILLER TRUSTEE 0.50 0.00 X 0 0 0 JACK FORESTELL TRUSTEE 0.50 0.00 X 0 0 0 JEFF KOSEFF PHD TRUSTEE 0.50 0.00 X 0 0 0 JOHN ADAMS TRUSTEE 0.50 0.00 X 0 0 0 JOHN DWYER TRUSTEE 0.50 0.00 X 0 0 0 JOHN WARREN TRUSTEE 0.50 0.00 X 0 0 0 KEVIN HARTZ TRUSTEE 0.50 0.00 X 0 0 0 KIAN BEYZAVI PHD TRUSTEE 0.50 0.00 X 0 0 0 KIRSTEN RHODES TRUSTEE (THRU 06/24) 1.00 0.00 X 0 0 0 LAURA FURSTENTHAL PHD TRUSTEE 0.50 0.00 X 0 0 0 LISA WHITE PHD TRUSTEE 1.00 0.00 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263948 0 54528 BART SHEPHERD SR DIRECTOR, STEINHART AQUARIUM 40.00 0.00 X 232315 0 56299 CATHY ESTELLE DRCTR OF SALES/BUSINESS PRTNRSHPS 40.00 0.00 X 217025 0 49768 RYAN WYATT SR DIRECTOR, MORRISON PLANETARIUM 40.00 0.00 X 230815 0 17346 BRIAN FISHER CURATOR, ENTOMOLOGY 40.00 0.00 X 204111 0 46360 4050263 0 810827 105 0 1 0 RON FOTH RETAIL INC 8100 N HIGH ST COLUMBUS OH 43235 ADVERTISING SERVICES 4321364 ONERHYTHM LLC 248 3RD ST 1186 OAKLAND CA 94607 MARKETING SERVICES 1513705 PICTURAE INC 228 E 45TH ST 9E NEW YORK NY 10017 HERBARIUM DIGITIZATION 1175000 FRANK AND GROSSMAN LANDSCAPE CONTRACTORS 3428 ARDEN ROAD HAYWARD CA 94545 LANDSCAPING SERVICES 341382 ACCO ENGINEERED SYSTEMS INC 888 E WALNUT ST PASADENA CA 91101 ENGINEERING SERVICES 333015 39 9018438 2022017 11499729 29251278 10525136 51791462 ADMISSIONS 900099 20633879 20633879 AUXILIARY ACTIVITIES 900099 5774743 5774743 26408622 14340800 -16843 14357643 264548 258602 5946 420925436 4345 423392884 0 -2467448 4345 -2463103 -2463103 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FUNDRAISING - 2019 AMOUNT: $ 94,200. 2020 AMOUNT: $ 38,678. 2021 AMOUNT: $ 181,400. 2022 AMOUNT: $ 271,725. 2023 AMOUNT: $ 245,405. DEBT EXTINGUISHMENT - 2021 AMOUNT: $ 8,106,745. 2023 AMOUNT: $ 0. 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SUCH ITEMS WHICH HAVE BEEN ACQUIRED THROUGH PURCHASE HAVE SIMILARLY NOT BEEN CAPITALIZED. PART III, LINE 4: THE LIBRARY COLLECTION CONSISTS OF RARE BOOKS. CONTRIBUTIONS OF LIVING AND OTHER SPECIMENS HELD AS PART OF A COLLECTION - FOR EDUCATION, SCIENCE, OR PUBLIC EXHIBITION RATHER THAN FOR SALE - ARE NOT RECOGNIZED OR CAPITALIZED. PART V, LINE 4: THE INTENDED USES OF THE ACADEMY'S ENDOWMENT FUNDS ARE A BALANCE BETWEEN PROVIDING CURRENT PURPOSE RESTRICTED PROGRAM FUNDING, CURRENT OPERATING FUNDING, AND PRESERVATION OF THE ENDOWMENT TO ENSURE THE AVAILABILITY OF FUNDS FOR FUTURE OPERATIONS OF THE ACADEMY. PART X, LINE 2: THE ACADEMY FOLLOWS THE PROVISIONS OF FASB ASC 740-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES". MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THERE WERE NO MATERIAL UNCERTAINTIES IN INCOME TAXES AS OF JUNE 30, 2024 OR 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF INVESTMENTS HELD IN TRUST 140,355. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -861,606. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 861,606. 1 SOUTH ASIA 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION 37393 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION 4773 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION, SCIENTIFIC AND PROFESSIONAL CONFERENCES 61723 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION, SCIENTIFIC AND PROFESSIONAL CONFERENCES 71116 NORTH AMERICA 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION, SCIENTIFIC AND PROFESSIONAL CONFERENCES 71262 SOUTH AMERICA 0 0 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION, SCIENTIFIC AND PROFESSIONAL CONFERENCES 79452 SUB-SAHARAN AFRICA 1 12 PROGRAM SERVICES FIELDWORK, RESEARCH AND EDUCATION 152583 1 12 0 0 1 12 478302 0 478302 SUB-SAHARAN AFRICA SUPPORT FOR AFRICAN PENGUINS 15000 WIRE 0 N/A N/A 1 1 1 0 1 1 0 0 PART I, LINE 2: THE ACADEMY WORKS CLOSELY WITH ORGANIZATIONS GRANTED FUNDS OUTSIDE THE UNITED STATES TO ENSURE PROPER USE OF FUNDS. PART I, LINE 3: THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN FOREIGN REGIONS. PART I, LINE 3 FOR MORE THAN 160 YEARS, THE ACADEMY HAS TRAVELED THE GLOBE, COLLECTING ALL MANNER OF ROCKS AND ORGANISMS THAT CONTINUALLY TEACH US ABOUT WHERE WE'VE COME FROM AND WHERE WE ARE GOING. DIGGING, DIVING, AND DISCOVERING, ACADEMY SCIENTISTS HAVE LED EXPEDITIONS TO DOCUMENT THE PLANET'S DIVERSE FLORA AND FAUNA. THE MADAGASCAR BIODIVERSITY CENTER (MBC) IS A MALAGASY NGO FUNDED AND MANAGED BY THE CALIFORNIA ACADEMY OF SCIENCES. THE CENTRAL MISSION OF MBC IS TO IMPROVE AND ACCELERATE INDIVIDUAL AND INSTITUTIONAL CAPACITY IN BIODIVERSITY RESEARCH IN MADAGASCAR. THE CENTER INCLUDES TRAINING FACILITIES FOR MALAGASY STUDENTS AND PROVIDES AN ENVIRONMENT WHERE MALAGASY SCIENTISTS CAN PARTICIPATE IN CONSERVATION DECISION-MAKING. MBC HAS ESTABLISHED COLLABORATIONS WITH PARC BOTANIQUE ET ZOOLOGIQUE DE TSIMBAZAZA, ASSOCIATION NATIONALE POUR LA GESTION DES AIRES PROTEGEES, AND INTERNATIONAL CONSERVATION AGENCIES IN MADAGASCAR TO ENSURE THAT OUR RESULTS WILL BE CONSIDERED AS THEY DESIGN PRIORITY AREAS, MODEL CLIMATE CHANGE, OR MANAGE LOCAL PARKS. 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X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 SCOTT SAMPSON EXECUTIVE DIRECTOR 525817 0 156250 0 3168 0 16500 0 253829 0 955564 0 0 0 MELISSA FELDER CHIEF EXPERIENCE OFFICER 357546 0 0 0 2064 0 16500 0 40344 0 416454 0 0 0 MARY NEMEROV CHIEF PHILANTHROPY OFFICER 356893 0 0 0 1104 0 16500 0 1087 0 375584 0 0 0 MICHAEL COSTANZO GENERAL COUNSEL & CHIEF RISK OFFICER 295029 0 0 0 2047 0 13978 0 42521 0 353575 0 0 0 SHANNON BENNETT CHIEF OF SCIENCE & DEAN OF RSRCH 285673 0 0 0 2018 0 14693 0 41238 0 343622 0 0 0 MATHEW LAU INTERIM CHIEF FINANCIAL OFFICER 228429 0 75000 0 531 0 12589 0 16154 0 332703 0 0 0 LUIZ ROCHA CURATOR, ICHTHYOLOGY 263026 0 0 0 922 0 13561 0 40968 0 318477 0 0 0 BART SHEPHERD SR DIRECTOR, STEINHART AQUARIUM 231512 0 0 0 803 0 12138 0 44162 0 288615 0 0 0 LEAH VAN DER MEI COO & HEAD OF GOVERNMENT AFFAIRS 234563 0 0 0 385 0 12257 0 35944 0 283149 0 0 0 CATHY ESTELLE DRCTR OF SALES/BUSINESS PRTNRSHPS 166509 0 49416 0 1100 0 8964 0 40804 0 266793 0 0 0 AMY MILLER INTERIM DEAN OF EDUCATION 212828 0 0 0 510 0 9594 0 38344 0 261276 0 0 0 BRIAN FISHER CURATOR, ENTOMOLOGY 202718 0 0 0 1393 0 10656 0 35704 0 250471 0 0 0 RYAN WYATT SR DIRECTOR, MORRISON PLANETARIUM 229277 0 0 0 1538 0 0 0 17346 0 248161 0 0 0 AYAT ELNOORY CHIEF PEOPLE & CULTURE OFFICER 111375 0 0 0 50819 0 0 0 4454 0 166648 0 0 0 PART I, LINE 1A THE ACADEMY'S EXECUTIVE DIRECTOR, SCOTT SAMPSON, IS PROVIDED WITH A RESIDENCE IN SAN FRANCISCO WHICH IS INTENDED TO SERVE BOTH AS PRIMARY PERSONAL RESIDENCE AS WELL AS A PLACE TO CONDUCT ACADEMY BUSINESS, MEETINGS, AND EVENTS. DURING CALENDAR YEAR 2023, EXECUTIVE DIRECTOR SCOTT SAMPSON RECEIVED APPROXIMATELY $219,439 HOUSING ALLOWANCE REPORTED AS NONTAXABLE BENEFIT ON SCHEDULE J PART II COLUMN (D). A CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 13034AZG8 2018-08-01 281450000 REFINANCING OF DEBT 0 0 0 B CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 13034A5B2 2024-03-06 281450000 REFINANCING OF DEBT 0 0 0 A 281450000 281450000 2008 1 0 1 1 B 281450000 280551276 898724 2008 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 1 1 0 0 0 1 B 0 0 1 1 0 0 0 0 1 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK DATE THE REBATE COMPUTATION WAS PERFORMED: 04/15/2024 ISSUER NAME: CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK DATE THE REBATE COMPUTATION WAS PERFORMED: 03/18/2025 X 0 N/A X 5 10249640 FAIR MARKET VALUE X 14 71413 FAIR MARKET VALUE X 54629 0 N/A X 131 0 N/A X FLIGHT TRAVEL VOUCHERS 12 188635 FAIR MARKET VALUE X OTHER 6 15448 FAIR MARKET VALUE X FURNITURE 1 0 N/A 2 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF ITEMS RECEIVED PART I, LINE 33: THE ORGANIZATION RECEIVED NONCASH CONTRIBUTIONS OF BOOKS AND PUBLICATIONS, ARCHEOLOGICAL ARTIFACTS, SCIENTIFIC SPECIMENS, AND FURNITURE WHICH WERE FULLY ACCESSIONED INTO ITS COLLECTIONS, AS ALLOWED UNDER ASC 958-360-25. NO VALUE FOR THESE ITEMS WAS INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE 1G, BECAUSE THE ORGANIZATION DID NOT CAPITALIZE ITS COLLECTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY RSM US LLP ("RSM") BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S STAFF. PRIOR TO FILING WITH THE IRS, THE FORM 990 IS DISTRIBUTED TO MANAGEMENT AND THE BOARD OF TRUSTEES FOR THEIR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C PERSONS COVERED: THE CODE OF CONDUCT, CONFLICT OF INTEREST AND CONFIDENTIALTY POLICY SHALL APPLY TO THE CONDUCT OF ANY "INTERESTED PERSON", AND ANY TRANSACTION OR ARRANGEMENT WITH AN "INTERESTED PERSON." AN "INTERESTED PERSON" IS A TRUSTEE, AN OFFICER, AN EXECUTIVE DIRECTOR, A HIGHLY COMPENSATED EMPLOYEE, A SUBSTANTIAL CONTRIBUTOR OR A MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT "FINANCIAL INTEREST." DETERMINATION OF CONFLICTS: ANY QUESTIONS WITH REGARD TO A PARTICULAR CIRCUMSTANCE OR OCCURANCE SHOULD BE ADDRESSED TO THE CHAIR OF THE AUDIT COMMITTEE, WHO MAY CONSULT WITH LEGAL COUNSEL AS APPROPRIATE. ACTUAL CONFLICTS REVIEWED: AS SOON AS IS PRACTICABLE AFTER DETERMINING THAT A POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD SHALL DELIBERATE THE MATTER, AND THE POTENTIALLY INTERESTED PERSON, AFTER SUPPLYING SUCH INFORMATION AS THE BOARD SHALL REQUEST, SHALL RECUSE HIMSELF OR HERSELF. RESTRICTIONS IMPOSED: 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. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S PERFORMANCE IS REVIEWED ANNUALLY. THE EXECUTIVE DIRECTOR IS THE ONLY STAFF MEMBER WITH AN EMPLOYMENT CONTRACT, AND THAT AGREEMENT STIPULATES THE EXECUTIVE DIRECTOR'S SALARY, BONUS(ES), AND RAISES. EXECUTIVE DIRECTOR PAY IS NEGOTIATED WITH THE BOARD CHAIR AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. EXECUTIVE DIRECTOR COMPENSATION DATA IS REVIEWED FOR LEGAL CONSISTENCY WITH EXECUTIVE COMPENSATION CONSULTANTS FOR COMPENSATION STANDARDS. THIS PROCESS WAS LAST COMPLETED JANUARY, 2023. OTHER OFFICERS AND KEY EMPLOYEES RECEIVE RAISES CONSISTENT WITH PRACTICES FOR ALL STAFF. COMPENSATION STUDIES FOR THESE POSITIONS AND ALL STAFF MAY BE CONDUCTED BY EXECUTIVE COMPENSATION CONSULTANTS TO SUPPORT ANY COMPENSATION RECOMMENDATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INVESTMENTS HELD 140,355. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP C/O HALL CAPITAL ONE MARITIME PLAZA SAN FRANCISCO CA 94111 472271303 INVESTMENT CA CALIFORNIA ACADEMY OF SCIENCES INVESTMENT 5517502 177343243 0 -16874 0 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP B 1395398 GAAP CALIFORNIA ACADEMY OF SCIENCES ENDOLITH ENDOWMENT FUND LP S 10682137 GAAP