2022-11-14T14:22:11-06:00 2021-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2021-01-01 831666979 BLUE FOREST FINANCE INC BLUE 2022711548 5960 S LAND PARK DR 1264 SACRAMENTO CA 95822 ZACHARY KNIGHT PRESIDENT 2022711548 2022-11-14 1 ZACHARY KNIGHT 999009999 J CALVIN MARKS P01226973 9197196400 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X ZACHARY KNIGHT 5960 S LAND PARK DR 1264 SACRAMENTO CA 95822 3057521 0 X WWW.BLUEFOREST.ORG X 2018 CA TO SUPPORT CLIMATE-RESILIENT ENVIRONMENTAL INTERVENTIONS, INCLUDING THROUGH CONSULTING AND FINANCIAL STRATEGIES. 7 5 12 6 0 0 1507672 1347595 413369 603817 14239 -3164 664 28482 1935944 1976730 0 150000 0 0 1038817 1317250 0 0 59242 121550 284282 1160367 1751532 775577 225198 2506877 6644927 1387868 5296812 1119009 1348115 TO SUPPORT CLIMATE-RESILIENT ENVIRONMENTAL INTERVENTIONS, INCLUDING THROUGH CONSULTING AND FINANCIAL STRATEGIES. 0 0 1154090 150000 635817 FRB PROJECTS - INVOLVES DEVELOPMENT, DESIGN, AND DEPLOYMENT OF OUR INNOVATIVE FINANCE MODEL, THE FOREST RESILIENCE BOND, WHICH IS A TECHNIQUE FOR FACILITATING FOREST RESTORATION AND MANAGEMENT, SPECIFICALLY IN THE INTEREST OF REDUCING OR MITIGATING EXTREME CATASTROPHIC WILDFIRE AND SUPPORTING THE ECOLOGICAL MANAGEMENT OF NATURAL RESOURCES. WE BRING TOGETHER UTILITIES, PRIVATE COMPANIES, INVESTORS AND GOVERNMENT AT THE FEDERAL, STATE AND LOCAL LEVEL TO DEVELOP CONSERVATION FINANCE PROJECTS THAT ACCELERATE THE PACE AND SCALE OF RESTORATION WORK. 288483 SCIENCE & RESEARCH - INVOLVES PARTNERING WITH ACADEMIC AND OTHER RESEARCH ORGANIZATIONS TO PROVIDE SCIENTIFIC SUPPORT FOR STAKEHOLDERS' INVESTMENTS IN ECOSYSTEM RESTORATION. WE HELP DEVELOP, TEST, AND EMPLOY TOOLS AND METHODOLOGIES FOR QUANTIFYING AND MONITORING THE MULTIPLE BENEFITS AND RETURN ON INVESTMENT OF ECOSYSTEM RESTORATION. WE ALSO MAINTAIN A PORTFOLIO OF INDEPENDENT RESEARCH PROJECTS AIMED AT GAINING NEW INSIGHTS INTO THE VARIOUS BENEFITS OF WELL-MANAGED LANDSCAPES AND ENVIRONMENTAL FINANCE. 141287 COMMUNICATIONS, OUTREACH, & EDUCATION - INVOLVES ACTIVITIES TO PRODUCE AND DISSEMINATE MATERIALS AND INFORMATION ABOUT THE FOREST RESILIENCE BOND, SPECIFICALLY, AND THE MULTIPLE BENEFITS OF ECOSYSTEM CONSERVATION AND RESTORATION GENERALLY. OUR STAKEHOLDER AND PUBLIC OUTREACH AND EDUCATION EXPANDS KNOWLEDGE OF THE FOREST RESILIENCE BOND WHILE PROMOTING THE FOREST RESILIENCE BOND AS AN EMERGING AND EFFECTIVE MODEL APPLICABLE AND REPLICABLE TO MANY LANDSCAPES AND ECOSYSTEM SITUATIONS IN NEED OF LARGE-SCALE MANAGEMENT AND RESTORATION. 1583860 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 14 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X ZACHARY KNIGHT 2022711548 5960 S LAND PARK DR 1264 SACRAMENTO CA 95822 ZACHARY KNIGHT PRESIDENT & TREASURER 1.00 50.00 X X 127486 0 23783 NICHOLAS WOBBROCK SECRETARY 1.00 50.00 X X 124691 0 16250 CHAD REED DIRECTOR 1.00 10.00 X X 0 0 0 NEWSHA K AJAMI DIRECTOR 1.00 X 0 0 0 RICARDO BAYON DIRECTOR 1.00 X 0 0 0 SHERI ELLIOTT DIRECTOR (FROM OCT '21) 1.00 X 0 0 0 JAN MAZUREK DIRECTOR (TO SEP '21) 1.00 X 0 0 0 DANIELA SALTZMAN DIRECTOR 1.00 X 0 0 0 PHILIP SAKSA CHIEF SCIENTIST 1.00 50.00 X 141200 0 14333 393377 0 54366 3 0 1 0 0 494239 853356 1347595 PROJECT INCOME 522291 602817 602817 SPEAKER FEES & HONORARIUM 522291 1000 1000 603817 10063 9988 75 1067564 1080791 -13227 -13227 -13227 28482 28482 28482 1976730 613805 0 15330 150000 150000 447743 402694 24912 20137 666749 599667 37096 29986 22426 20170 1248 1008 97002 87243 5396 4363 83330 74946 4636 3748 25366 24312 1054 165488 158611 6877 14517 11655 2862 6257 1447 4810 3402 787 2615 15573 15568 5 5854 5764 90 14400 14400 8690 2010 6680 DUES & SUBSCRIPTIONS 7322 1693 5629 LICENSES & PERMITS 6257 6011 246 STAFF RELATIONS 5519 1277 4242 LOAN COMMITMENT FEE 5335 5335 302 270 32 1751532 1583860 108430 59242 1579552 4411384 101727 397821 96926 1215051 728672 620671 2506877 6644927 62868 771812 1325000 4525000 1387868 5296812 X 1119009 1348115 1119009 1348115 2506877 6644927 225198 3908 0 X 0 1 X 1 0 X 1507672 1347595 2855267 398823 383069 603817 1385709 398823 1890741 1951412 4240976 0 58670 182917 241587 58670 182917 241587 3999389 2796 4940 18216 10063 36015 2796 4940 18216 10063 36015 35 664 28482 29181 2831 403763 1909621 1989957 4306172 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2250931 3908 270293 274201 1976730 0 1976730 2021825 270293 270293 1751532 0 1751532 1 NATIONAL FOREST FOUNDATION BLDG 27 STE 3 FORT MISSOULA RD MISSOULA MT 59804 521786332 501(C)(3) 150000 0 YUBA PROJECT FOREST RESTORATION SERVICES 1 0 PART I, LINE 2: USE OF GRANT FUNDS IS LIMITED TO TERMS PURSUANT TO THE SIGNED WRITTEN AGREEMENT BETWEEN THE TAXPAYER AND THE RECIPIENT ORGANIZATION. THE RECIPIENT ORGANIZATION IS TO PROVIDE QUARTERLY STATUS REPORTS DETAILING THE STATUS OF ANY ONGOING SERVICES, AS WELL AS PROVIDE ANY OTHER REPORTS AND INFORMATION REGARDING AGREED-UPON SERVICES AS MAY BE REASONABLY BE REQUESTED IN WRITING BY THE GRANTOR. 0 0 0 0 0 0 0 0 0 PHILIP SAKSA CHIEF SCIENTIST 140000 0 0 0 1200 0 5680 0 8653 0 155533 0 0 0 ZACHARY KNIGHT PRESIDENT & TREASURER 126386 0 0 0 1100 0 5410 0 18373 0 151269 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ALL DIRECTORS OF THE ORGANIZATION ARE PARTNERS OR CONSULTANTS OF BLUE FOREST CONSERVATION LLC. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS DURING NOVEMBER 2021 TO: 1) CHANGE THE METHOD, DURATION, AND NUMBER OF TERMS THAT BOARD MEMBERS CAN SERVE, 2) DEFINE THE STANDING COMMITTEES THAT WILL BE ESTABLISHED AND MAINTAINED BY THE BOARD, 3) ADD A "CHAIRPERSON" AS A BOARD OFFICER AND OUTLINE THE RESPONSIBILITIES OF THAT ROLE, AND 4) UPDATE HOW THE BOARD WILL DEFINE AND UNDERSTAND THE USE OF GENDERED TERMS IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ENSURES THAT THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL INTEREST PERSONS. INTERESTED PERSONS MUST SIGN AN ANNUAL STATEMENT ATESTING THEY HAVE RECEIVED A COPY OF THE POLICY, READ AND UNDERSTAND THE POLICY, AND AGREE TO COMPLY WITH THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINACIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FRB YUBA PROJECT I LLC 5960 S LAND PARK DR 1264 SACRAMENTO CA 95822 364909005 FINANCING CA 300744 2230527 BLUE FOREST FINANCE INC YUBA II FRB LLC 5960 S LAND PARK DR 1264 SACRAMENTO CA 95822 872371430 FINANCING CA 0 2716615 BLUE FOREST FINANCE INC BLUE FOREST CONSERVATION LLC 171 5TH STREET LAKE OSWEGO OR 97034 475104164 INVESTMENT MANAGMENT OR N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0