2021-11-02T20:15:11-05:00 2020-12-31 521446779 JOHNSON LAMBERT LLP 4242 SIX FORKS ROAD SUITE 1500 RALEIGH NC 27609 990 2020-01-01 831666979 BLUE FOREST FINANCE INC BLUE 2022711548 2716 6TH AVE SACRAMENTO CA 95818 ZACHARY KNIGHT PRESIDENT & TREASURER 2022711548 2021-11-02 1 ZACHARY KNIGHT 999009999 J CALVIN MARKS P01226973 9197196400 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ZACHARY KNIGHT 2716 6TH AVE SACRAMENTO CA 95818 3085662 0 X WWW.BLUEFOREST.ORG X 2018 CA TO SUPPORT CLIMATE-RESILIENT ENVIRONMENTAL INTERVENTIONS, INCLUDING THROUGH CONSULTING AND FINANCIAL STRATEGIES. 7 5 9 5 0 0 0 1507672 380000 413369 23763 14239 0 664 403763 1935944 0 0 0 0 0 1038817 0 0 117444 54353 121550 54353 1160367 349410 775577 1923958 2506877 1575000 1387868 348958 1119009 TO SUPPORT CLIMATE-RESILIENT ENVIRONMENTAL INTERVENTIONS, INCLUDING THROUGH CONSULTING AND FINANCIAL STRATEGIES. 0 0 622494 431052 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. 169503 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. 97155 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. 889152 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 5 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 X ZACHARY KNIGHT 2022711548 2716 6TH AVE SACRAMENTO CA 95818 PHILIP SAKSA DIRECTOR (TO JUL'20)/CHIEF SCIENTIST 1.00 50.00 X 141194 0 0 NICHOLAS WOBBROCK SECRETARY 1.00 50.00 X X 140070 0 3526 ZACHARY KNIGHT PRESIDENT & TREASURER 1.00 50.00 X X 134392 0 13741 CHAD REED DIRECTOR 1.00 10.00 X X 0 0 0 NEWSHA K AJAMI DIRECTOR (FROM JUL '20) 1.00 X 0 0 0 RICARDO BAYON DIRECTOR (FROM JUL '20) 1.00 X 0 0 0 JAN MAZUREK DIRECTOR (FROM JUL '20) 1.00 X 0 0 0 DANIELA SALTZMAN DIRECTOR (FROM JUL '20) 1.00 X 0 0 0 415656 0 17267 3 0 0 0 0 202655 1305017 1507672 PROJECT INCOME 522291 378069 378069 MANAGEMENT FEE INCOME 522291 30000 30000 SPEAKER FEES & HONORARIUM 522291 5300 5300 413369 18216 17683 533 1145741 1149718 -3977 -3977 -3977 664 664 664 1935944 431052 0 -2780 432924 345893 32367 54664 437412 352003 28878 56531 33711 27296 3976 2439 68820 45427 19629 3764 65950 57837 8113 30000 30000 9452 8052 1400 12095 10790 1305 6055 3880 2175 11056 3723 7325 8 8674 8674 11321 11321 3133 2080 1015 38 11941 11941 5428 5428 LOAN COMMITMENT FEE 7355 7355 DUES & SUBSCRIPTIONS 3690 339 3351 LICENSES & PERMITS 1265 1215 50 STAFF RELATIONS 85 85 1160367 889152 153771 117444 198900 1579552 50000 101727 875000 96926 800058 728672 1923958 2506877 62868 1575000 1325000 1575000 1387868 X 348958 1119009 348958 1119009 1923958 2506877 775577 -5526 0 X 0 1 X 1 0 X 1507672 1507672 398823 413369 812192 398823 1921041 2319864 0 369271 369271 369271 369271 1950593 2796 4940 18216 25952 2796 4940 18216 25952 35 664 699 2831 403763 1939921 2346515 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2117418 -5526 217000 211474 1905944 30000 30000 1935944 1347367 217000 217000 1130367 30000 30000 1160367 PART XI, LINE 4B - OTHER ADJUSTMENTS: YUBA PROJECT MANAGEMENT FEE 30,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: YUBA PROJECT MANAGEMENT FEE 30,000. 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 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. 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