CLIMATEWORKS FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CLIMATEWORKS FOUNDATION (EIN 26-2303250)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-01
- IRS object ID
- 201823059349302092
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-01T18:40:57-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262303250 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIMATEWORKS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLIM | BusinessNameControlTxt |
| Phone | 4154330500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET NO 1300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE PERA | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4154330500 | PhoneNum |
| Signature | 2018-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2018-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-01 | IPDt |
| IP Tm | 18:19:01 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5029E8FD9FE66385FA59B177B15FCADA276E8E0F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHARLOTTE PERA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET NO 1300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $100,104,903 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CLIMATEWORKS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | TO MOBILIZE PHILANTHROPY TO SOLVE THE CLIMATE CRISIS AND ENSURE A PROSPEROUS FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 71 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $49,793,259 | PYContributionsGrantsAmt |
| CY Contributions Grants | $100,058,047 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,900 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,856 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,800 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $49,823,959 | PYTotalRevenueAmt |
| CY Total Revenue | $100,104,903 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $59,994,794 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $46,217,319 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,029,132 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,184,646 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $76,427 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $7,824 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $922,593 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,881,588 | PYOtherExpensesAmt |
| CY Other Expenses | $17,904,872 | CYOtherExpensesAmt |
| PY Total Expenses | $90,981,941 | PYTotalExpensesAmt |
| CY Total Expenses | $76,314,661 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$41,157,982 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,790,242 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $86,719,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,319,393 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,451,253 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,195,042 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,268,743 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $100,124,351 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $40,500,127 | ExpenseAmt |
| Grant | $21,636,673 | GrantAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,999,398 | ExpenseAmt |
| Grant | $15,183,500 | GrantAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,120,020 | ExpenseAmt |
| Grant | $9,397,146 | GrantAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $71,619,545 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 62 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 71 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | IN | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN RAU | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155330500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 235 MONTGOMERY STREET STE 1300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CHARLOTTE PERA | ||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | Yes (X) | $497,630 | $0 | $52,060 | ||
| SUSAN TIERNEY | ||||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTIAN PARKER | ||||||||
| BOARD DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY KRAMER | ||||||||
| BOARD DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL S LARSON | ||||||||
| BOARD DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAMELA MATSON | ||||||||
| BOARD DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D PODESTA | ||||||||
| BOARD DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMSHYD GODREJ | ||||||||
| BOARD DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIANA FIGUERES | ||||||||
| BOARD DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAIO KOCH-WESER | ||||||||
| BOARD DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANKLIN M ORR JR | ||||||||
| BOARD DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN MCCRACKEN | ||||||||
| VP, FINANCE & ADMINISTRATION, TREAS. | 40.00 | Yes (X) | $258,327 | $0 | $67,822 | |||
| GRETCHEN RAU | ||||||||
| SECRETARY | 40.00 | Yes (X) | $135,823 | $0 | $27,086 | |||
| CHRIS ELLIOTT | ||||||||
| EXECUTIVE DIR CLUA THROUGH DEC 2017 | 40.00 | $364,689 | $0 | $65,607 | Yes (X) | |||
| CHARLES MCELWEE | ||||||||
| VICE PRESIDENT, PROGRAMS | 40.00 | $360,544 | $0 | $67,863 | Yes (X) | |||
| SUSAN ELIZABETH COOK | ||||||||
| VICE PRESIDENT, SYSTEMS AND PLANNING | 40.00 | $365,242 | $0 | $52,262 | Yes (X) | |||
| SHAWN P REIFSTECK | ||||||||
| VICE PRESIDENT, PHILANTHROPY | 40.00 | $370,356 | $0 | $70,649 | Yes (X) | |||
| DANIEL HAMZA-GOODACRE | ||||||||
| EXECUTIVE DIRECTOR, K-CEP | 40.00 | $270,977 | $0 | $52,453 | Yes (X) | |||
| DANIEL ZARIN | ||||||||
| DIRECTOR OF PROGRAMS, CLUA | 40.00 | $255,949 | $0 | $73,060 | Yes (X) | |||
| JAN DERRICKSON | ||||||||
| PROGRAM DIRECTOR, CLEAN POWER | 40.00 | $246,734 | $0 | $56,706 | Yes (X) | |||
| ILMI GRANOFF | ||||||||
| PROG. DIRECTOR, SUSTAINABLE FINANCE | 40.00 | $242,018 | $0 | $46,326 | Yes (X) | |||
| MARY RAFTERY | ||||||||
| SR. ADVISOR, FUNDER COLLABORATIONS | 40.00 | $241,213 | $0 | $47,056 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,609,502 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $678,950 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 31 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| REDSTONE STRATEGY GROUP | |||||||||
| 3223 ARAPAHOE AVE SUITE 210 | BOULDER | CO | 80303 | PROGRAM & MANAGEMENT SERVICES | $896,565 | ||||
| RHODIUM GROUP | |||||||||
| 5 COLUMBUS CIRCLE | NEW YORK | NY | 10019 | PROGRAM SERVICES | $694,200 | ||||
| CLIMATE FOCUS CORP | |||||||||
| 1730 RHODE ISLAND AVE NW SUITE 601 | WASHINGTON | DC | 20036 | PROFESSIONAL SERVICES | $635,500 | ||||
| FORD FOUNDATION | |||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | PROGRAM SERVICES | $476,847 | ||||
| NCI - NEWCLIMATE INSTITUTE | |||||||||
| PROGRAM SERVICES | $393,300 | AM HOF 20-26 | COLOGNE | GM | 50667 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 38 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $100,058,047 | AllOtherContributionsAmt |
| Noncash Contributions | $237,126 | NoncashContributionsAmt |
| Total Contributions | $100,058,047 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,856 | TotalRevenueColumnAmt |
| Exclusion | $46,856 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $100,104,903 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $46,856 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,468,880 | TotalAmt |
| Program Services | $15,468,880 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,748,439 | TotalAmt |
| Program Services | $30,748,439 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,810,915 | TotalAmt |
| Program Services | $1,677,222 | ProgramServicesAmt |
| Management And General | $922,488 | ManagementAndGeneralAmt |
| Fundraising | $211,205 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,865,501 | TotalAmt |
| Program Services | $5,767,281 | ProgramServicesAmt |
| Management And General | $859,854 | ManagementAndGeneralAmt |
| Fundraising | $238,366 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $794,919 | TotalAmt |
| Program Services | $639,599 | ProgramServicesAmt |
| Management And General | $116,220 | ManagementAndGeneralAmt |
| Fundraising | $39,100 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,148,819 | TotalAmt |
| Program Services | $862,786 | ProgramServicesAmt |
| Management And General | $242,852 | ManagementAndGeneralAmt |
| Fundraising | $43,181 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,492 | TotalAmt |
| Program Services | $406,554 | ProgramServicesAmt |
| Management And General | $112,310 | ManagementAndGeneralAmt |
| Fundraising | $45,628 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,697 | TotalAmt |
| Program Services | $231,377 | ProgramServicesAmt |
| Management And General | $61,582 | ManagementAndGeneralAmt |
| Fundraising | $63,738 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,267 | TotalAmt |
| Program Services | $43,241 | ProgramServicesAmt |
| Management And General | $33,026 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,640 | TotalAmt |
| Program Services | $3,050 | ProgramServicesAmt |
| Management And General | $93,590 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,824 | TotalAmt |
| Fundraising | $7,824 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,750,520 | TotalAmt |
| Program Services | $11,108,701 | ProgramServicesAmt |
| Management And General | $585,154 | ManagementAndGeneralAmt |
| Fundraising | $56,665 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,973 | TotalAmt |
| Program Services | $259,972 | ProgramServicesAmt |
| Management And General | $83,250 | ManagementAndGeneralAmt |
| Fundraising | $53,751 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,371 | TotalAmt |
| Program Services | $653,990 | ProgramServicesAmt |
| Management And General | $72,897 | ManagementAndGeneralAmt |
| Fundraising | $23,484 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,959 | TotalAmt |
| Program Services | $408,937 | ProgramServicesAmt |
| Management And General | $126,693 | ManagementAndGeneralAmt |
| Fundraising | $33,329 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,192,654 | TotalAmt |
| Program Services | $1,998,477 | ProgramServicesAmt |
| Management And General | $135,890 | ManagementAndGeneralAmt |
| Fundraising | $58,287 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925,245 | TotalAmt |
| Program Services | $827,310 | ProgramServicesAmt |
| Management And General | $93,962 | ManagementAndGeneralAmt |
| Fundraising | $3,973 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,653 | TotalAmt |
| Program Services | $509,171 | ProgramServicesAmt |
| Management And General | $166,643 | ManagementAndGeneralAmt |
| Fundraising | $43,839 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,485 | TotalAmt |
| Management And General | $42,485 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROPERTY TAXES | $12,954 | $12,954 | ||
| BUSINESS LICENSES | $8,078 | $7,284 | $776 | $18 |
| REAL ESTATE TAX | $3,367 | $780 | $2,382 | $205 |
| TAX FILING FEES | $2,600 | $1,200 | $1,400 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,409 | TotalAmt |
| Management And General | $1,409 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,314,661 | TotalAmt |
| Program Services | $71,619,545 | ProgramServicesAmt |
| Management And General | $3,772,523 | ManagementAndGeneralAmt |
| Fundraising | $922,593 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,754,069 | BOYAmt |
| EOY | $12,462,058 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,550,908 | BOYAmt |
| EOY | $55,167,568 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,316,113 | BOYAmt |
| EOY | $48,882,630 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,193 | BOYAmt |
| EOY | $1,710 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,417 | BOYAmt |
| EOY | $447,974 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,107,143 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,039,958 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,859 | BOYAmt |
| EOY | $1,067,185 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,437 | BOYAmt |
| EOY | $290,268 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,719,996 | BOYAmt |
| EOY | $118,319,393 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,538,436 | BOYAmt |
| EOY | $3,113,264 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,353,855 | BOYAmt |
| EOY | $14,746,591 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,962 | BOYAmt |
| EOY | $335,187 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,451,253 | BOYAmt |
| EOY | $18,195,042 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,593,669 | BOYAmt |
| EOY | $14,745,644 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,675,074 | BOYAmt |
| EOY | $85,378,707 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,268,743 | BOYAmt |
| EOY | $100,124,351 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,719,996 | BOYAmt |
| EOY | $118,319,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $23,790,242 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $65,366 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,389,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,612,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,804,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,793,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,058,047 | CurrentTaxYearAmt |
| Total | $462,657,599 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,389,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $183,612,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,804,086 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,793,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $100,058,047 | CurrentTaxYearAmt |
| Total | $462,657,599 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $358,926,776 | SubstantialContributorsTotAmt |
| Public Support Total170 | $103,730,823 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,465 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,900 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,856 | CurrentTaxYearAmt |
| Total | $234,206 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,800 | CurrentTaxYearMinus1YearAmt |
| Total | $1,800 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $462,893,605 | TotalSupportAmt |
| Public Support CY170 | 0.22410 | PublicSupportCY170Pct |
| Public Support PY170 | 0.11670 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS REVENUE - 2016 AMOUNT: $ 1,800. |
| SCHEDULE A, PART II, LINE 17A | CLIMATEWORKS FOUNDATION, A PUBLIC CHARITY BASED IN THE U.S., MOBILIZES PHILANTHROPY TO SOLVE THE CLIMATE CRISIS AND ENSURE A PROSPEROUS FUTURE. THE INTERNATIONAL COMMUNITY AGREES THAT THE WORLD MUST HOLD THE INCREASE IN GLOBAL AVERAGE TEMPERATURE THIS CENTURY TO WELL BELOW 2 DEGREES CELSIUS ABOVE PRE-INDUSTRIAL LEVELS WHILE PURSUING EFFORTS TO LIMIT THE TEMPERATURE INCREASE TO 1.5 DEGREE CELSIUS TO REDUCE THE RISK OF DANGEROUS CLIMATE CHANGE. CLIMATEWORKS' ULTIMATE OBJECTIVE IS TO HELP PREVENT DANGEROUS CLIMATE CHANGE BY MAKING A MAJOR CONTRIBUTION TOWARD EMISSIONS REDUCTIONS NEEDED TO LIMIT WARMING TO WELL BELOW 2 DEGREES CELSIUS. THE ORGANIZATION DOES THIS BY MAKING GRANTS TO SUPPORT CLIMATE MITIGATION AND HELPING OTHER CLIMATE FUNDERS COORDINATE TO BE MORE STRATEGIC AND EFFECTIVE IN THEIR PHILANTHROPY. TO MARSHAL THE TALENT AND CAPACITY REQUIRED TO SUPPORT SOPHISTICATED FUNDERS AND TACKLE ONE OF THE WORLD'S TOUGHEST CHALLENGES, CLIMATEWORKS COLLABORATES WITH A GLOBAL NETWORK OF REGIONAL PARTNERS. WORKING WITH GRANTEES, CLIMATEWORKS AND ITS PARTNERS FUND GRANT PORTFOLIOS TO PURSUE GLOBAL AND REGIONAL INITIATIVES. CLIMATEWORKS MONITORS THE PROGRESS OF THESE INITIATIVES AND WORKS WITH ITS PARTNERS TO CONTINUOUSLY ADAPT EFFORTS TO BE INCREASINGLY EFFECTIVE. CLIMATEWORKS' REGIONAL PARTNERS INCLUDE, BUT ARE NOT LIMITED TO: (I) CLIMATE AND LAND USE ALLIANCE (II) ENERGY FOUNDATION (III) ENERGY FOUNDATION CHINA (IV) EUROPEAN CLIMATE FOUNDATION (V) INICIATIVA CLIMATICA DE MEXICO (VI) INSTITUTO CLIMA E SOCIEDADE IN ADDITION, CLIMATEWORKS COLLABORATES WITH EXPERTS AT GOVERNMENTAL AND NON-GOVERNMENTAL ORGANIZATIONS WORLDWIDE TO DEVELOP AND SHARE ACTIONABLE DATA AND INSIGHTS INTO THE SCIENTIFIC, TECHNICAL, AND SOCIOECONOMIC LANDSCAPES IN WHICH PHILANTHROPY OPERATES. THESE INSIGHTS HELP CLIMATEWORKS AND ITS PARTNERS SHAPE, MONITOR, EVALUATE, AND REFINE OUR ONGOING EFFORTS. LEVERAGING OUR UNDERSTANDING OF CLIMATE SCIENCE AND OUR ABILITY TO AGGREGATE COMPLEX DATA, CLIMATEWORKS DISSEMINATES INFORMATION TO ADVANCE UNDERSTANDING OF THE DRIVERS OF CLIMATE CHANGE AND INFORM INNOVATIVE PROGRAMS AND INITIATIVES THAT HAVE THE POTENTIAL TO REDUCE EMISSIONS AND PROVIDE A VARIETY OF PUBLIC BENEFITS AT SCALE. TREAS. REG. SEC. 1.170A-9(F)(3)(I)-(III) ESTABLISHES CRITERIA THAT INDICATE THE FACTS AND CIRCUMSTANCES SUPPORTING AN ORGANIZATION'S CONTINUED PUBLIC CHARITY STATUS DESPITE NOT MEETING THE 33 1/3 PERCENT SUPPORT TEST. THESE CRITERIA ARE ADDRESSED BELOW: CRITERIA 1 & 3 - ATTRACTION OF PUBLIC SUPPORT & SOURCES OF SUPPORT: THE CLIMATEWORKS FOUNDATION EMERGED FROM A STUDY COMMISSIONED BY SIX FOUNDATIONS THAT HAVE BEEN RECOGNIZED AS TAX-EXEMPT UNDER THE IRC SECTION 501(C)(3): THE WILLIAM AND FLORA HEWLETT FOUNDATION, THE DAVID AND LUCILE PACKARD FOUNDATION, THE ENERGY FOUNDATION, THE DORIS DUKE CHARITABLE FOUNDATION, THE JOYCE FOUNDATION, AND THE OAK FOUNDATION, TWO OF WHICH (HEWLETT AND PACKARD FOUNDATIONS) JOINED THE MCKNIGHT FOUNDATION IN PROVIDING THE INITIAL FUNDING TO CLIMATEWORKS IN 2008. SINCE THAT TIME, CLIMATEWORKS' FUNDRAISING STAFF MEMBERS (AT ITS PEAK A HEADCOUNT OF SEVEN) HAVE MAINTAINED A BONA FIDE PROGRAM FOR TARGETED SOLICITATIONS FROM MAJOR FUNDERS IN THE ENVIRONMENTAL ARENA, PROGRESSIVELY INCREASING OUR FUNDER BASE OF MAJOR DONORS FROM THE REFERENCED THREE IN 2008 TO 20 IN 2017 (UP FROM 12 IN 2016). SEVERAL MAJOR FUNDERS CONTINUE TO PROVIDE ONGOING SUPPORT. ALTHOUGH CLIMATEWORKS HAD LIMITED ITS SOLICITATION TO PERSONS DEEMED MOST LIKELY TO PROVIDE SUFFICIENT SEED MONEY FOR THE SCOPE OF ITS AMBITIONS, A FEW SMALLER CONTRIBUTIONS FROM THE GENERAL PUBLIC WERE RECEIVED. IN 2013, CLIMATEWORKS FINALIZED A STRATEGIC PLAN THAT REFOCUSED ITS EFFORTS ON PHILANTHROPIC INVESTMENT PORTFOLIOS AROUND WHICH WE COORDINATE AND HELP INCREASE FUNDING FOR CLIMATE MITIGATION EFFORTS. AS PART OF THAT PROCESS, WE HAVE ENGAGED WITH CURRENT AND PROSPECTIVE FUNDERS AND OTHER PARTNERS TO DEVELOP STRATEGIES THAT REPRESENT SIGNIFICANT OPPORTUNITIES FOR SUCCESS IN MULTIPLE GEOGRAPHIES AND COMMUNITIES. THIS UPDATED APPROACH HAS ALLOWED US TO WORK WITH A BROAD BASE OF PROSPECTIVE FUNDERS, AND WE ANTICIPATE THAT WE WILL GAIN ADDITIONAL CONTRIBUTIONS DIRECTLY TO CLIMATEWORKS AND CONTINUE TO BROADEN AND DIVERSIFY OUR BASE OF SUPPORT. CRITERION 2 - PERCENTAGE OF FINANCIAL SUPPORT: CLIMATEWORKS' PUBLIC SUPPORT PERCENTAGE FOR THE 2017 REPORTING YEAR IS 22.41, UP SUBSTANTIALLY FROM 11.67 PERCENT IN 2016, DUE TO CLIMATEWORKS' SUCCESS IN BROADENING AND DIVERSIFYING ITS FUNDING. CRITERION 4 - REPRESENTATIVE GOVERNING BODY: SINCE ITS OUTSET CLIMATEWORKS HAS BEEN GOVERNED BY A DIVERSE BOARD OF DIRECTORS, A BODY ESTABLISHED BY CLIMATEWORKS' ARTICLES OF INCORPORATION AND OPERATED THROUGH ITS BYLAWS. INITIALLY COMPRISED PRIMARILY OF VANGUARDS IN THE PRIVATE SECTOR, THE BOARD'S CURRENT COMPOSITION REPRESENTS MORE TARGETED EXPERTISE IN PHILANTHROPY, SCIENCE, INTERNATIONAL RELATIONS, AND ENERGY. DIRECTORS INCLUDE PRESIDENTS OF TWO OF THE LARGEST ENVIRONMENTAL GRANTMAKERS IN THE UNITED STATES, CHAIRPERSONS OF TWO INTERNATIONAL FOUNDATIONS FOCUSING ON CLIMATE CHANGE, THE DEAN OF THE STANFORD SCHOOL OF EARTH SCIENCES, THE FORMER EXECUTIVE SECRETARY OF THE UNITED NATIONS FRAMEWORK CONVENTION ON CLIMATE CHANGE (UNFCCC), AND A FORMER ASSISTANT SECRETARY OF POLICY AT THE U.S. DEPARTMENT OF ENERGY. THIS COMBINATION OF BOARD EXPERTISE PROVIDES A PROFOUND KNOWLEDGE BASE THAT IS CRITICAL IN GOVERNING AND GUIDING CLIMATEWORKS IN SERVICE OF OUR MISSION. CRITERION 5 - AVAILABILITY OF PUBLIC SERVICES: IN EARLY-NOVEMBER 2016, WE LAUNCHED THE CLIMATEWORKS TRACKER--A PUBLIC WEBSITE THAT PROVIDES DATA FROM THE CLIMATEWORKS' CARBON TRANSPARENCY INITIATIVE (CTI) AND ALLOWS USERS TO EVALUATE CURRENT PROGRESS ON GHG EMISSION TRENDS AT A GLANCE. THE WEBSITE (HTTPS://CTI.CLIMATEWORKS.ORG/) INCLUDES DATA AND TRENDS FOR OVER 130 INDICATORS THAT DETERMINE EMISSION PATHWAYS FOR MANY OF THE WORLD'S MAJOR ECONOMIES. AS DESCRIBED IN SCHEDULE O FOR THE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS ON FORM 990, PART III, LINE 4A, CLIMATEWORKS RELEASED TWO PUBLIC REPORTS--ONE TITLED "EUROPE'S CARBON LOOPHOLE", A LIFECYCLE ACCOUNTING OF EUROPEAN MEMBER STATE CARBON EMISSIONS, INCLUDING THOSE EMISSIONS CAUSED THROUGH CONSUMPTION OF IMPORTED GOODS, AND ONE TITLED "FASTER & CLEANER 2: KICK-STARTING GLOBAL DECARBONIZATION," A REPORT THAT EXPLORES TECHNOLOGY TRENDS DRIVING DECARBONIZATION AND IDENTIFIES SUCCESS FACTORS THAT CAN HASTEN FURTHER TRANSFORMATIONS. THESE PUBLICATIONS AND ADDITIONAL INSIGHTS ARE HELPING TO ENSURE THAT PHILANTHROPIC INVESTMENTS ARE DIRECTED TOWARD EFFECTIVE STRATEGIES TO DRIVE DEEP REDUCTIONS IN GREENHOUSE GAS EMISSIONS. |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $112,500 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $427,500 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $540,000 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $75,766,837 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $76,306,837 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $990,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $950,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $950,000 | CurrentYearMinus1Amt |
| Current Year | $540,000 | CurrentYearAmt |
| Total | $3,430,000 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $247,500 | CurrentYearMinus3Amt |
| Current Year Minus2 | $227,500 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $112,500 | CurrentYearAmt |
| Total | $837,500 | TotalAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,164,845 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,403,580 | DepreciationAmt |
| Book Value | $761,265 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $881,901 | OtherCostOrOtherBasisAmt |
| Depreciation | $762,361 | DepreciationAmt |
| Book Value | $119,540 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,060,397 | OtherCostOrOtherBasisAmt |
| Depreciation | $874,017 | DepreciationAmt |
| Book Value | $186,380 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,067,185 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $313,083 |
| SUBLEASE DEPOSIT | $22,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $335,187 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $100,107,906 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $3,003 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $3,003 | RevenueNotReportedAmt |
| Revenue Subtotal | $100,104,903 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $100,104,903 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $76,252,298 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,003 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | -$65,366 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$62,363 | ExpensesNotReportedAmt |
| Expenses Subtotal | $76,314,661 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $76,314,661 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | AT JANUARY 1, 2009, THE FOUNDATION ADOPTED THE GUIDANCE ON UNCERTAIN TAX POSITIONS AND HAS IDENTIFIED AND EVALUATED ITS SIGNIFICANT TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAIN OPEN. THERE HAVE BEEN NO MATERIAL CHANGES IN UNRECOGNIZED BENEFITS AS OF DECEMBER 31, 2017 AND 2016, NOR ARE ANY MATERIAL CHANGES ANTICIPATED IN THE TWELVE MONTHS FOLLOWING DECEMBER 31, 2017. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS A TAX EXPENSE IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVERSAL OF PRIOR YEAR GRANTS -40,888. UNREALIZED GAIN ON CURRENCY CONVERSION -24,478. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANTMAKING | $604,983 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | $21,588 | TRAVEL & MEETINGS; OTHER COSTS |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTMAKING | $2,744,667 | |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | $1,206,950 | TRAVEL & MEETINGS; OTHER COSTS |
| EUROPE | 0 | 0 | GRANTMAKING | $11,501,046 | |
| EUROPE | 0 | 0 | PROGRAM SERVICES | $2,805,834 | TRAVEL & MEETINGS; OTHER COSTS |
| EUROPE | 0 | 0 | CONDUCTING BOARD MEETINGS | $103,240 | |
| NORTH AMERICA | 0 | 0 | GRANTMAKING | $4,162,745 | |
| NORTH AMERICA | 1 | 0 | PROGRAM SERVICES | $192,526 | TRAVEL & MEETINGS; OTHER COSTS |
| SOUTH AMERICA | 0 | 0 | GRANTMAKING | $5,500,361 | |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | $567,679 | TRAVEL & MEETINGS; OTHER COSTS |
| SOUTH ASIA | 1 | 0 | PROGRAM SERVICES | $88,646 | TRAVEL & MEETINGS; OTHER COSTS |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTMAKING | $6,234,637 | |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | $10,557 | TRAVEL & MEETINGS; OTHER COSTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 2 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $23,151,053 | SubtotalSpentAmt |
| Continuation Spent | $12,594,406 | ContinuationSpentAmt |
| Total Spent | $35,745,459 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (76 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | PROJECT SUPPORT | $600,000 | WIRE |
| EAST ASIA AND THE PACIFIC | PROJECT SUPPORT | $332,000 | WIRE |
| EAST ASIA AND THE PACIFIC | PROJECT SUPPORT | $200,000 | WIRE |
| EAST ASIA AND THE PACIFIC | PROJECT SUPPORT | $134,072 | WIRE |
| EAST ASIA AND THE PACIFIC | PROJECT SUPPORT | $352,479 | WIRE |
| EAST ASIA AND THE PACIFIC | PROJECT SUPPORT | $180,000 | WIRE |
| EAST ASIA AND THE PACIFIC | PROJECT SUPPORT | $171,116 | WIRE |
| EAST ASIA AND THE PACIFIC | PROJECT SUPPORT | $840,000 | WIRE |
| EAST ASIA AND THE PACIFIC | PROJECT SUPPORT | $120,000 | WIRE |
| EAST ASIA AND THE PACIFIC | PROJECT SUPPORT | $120,000 | WIRE |
| EAST ASIA AND THE PACIFIC | PROJECT SUPPORT | $295,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $145,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $260,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $312,488 | WIRE |
| EUROPE | PROJECT SUPPORT | $125,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $401,237 | WIRE |
| EUROPE | PROJECT SUPPORT | $75,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $70,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $300,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $40,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $185,726 | WIRE |
| EUROPE | PROJECT SUPPORT | $392,064 | WIRE |
| EUROPE | PROGRAM SUPPORT; PROJECT SUPPORT | $3,500,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $599,300 | WIRE |
| EUROPE | PROJECT SUPPORT | $764,301 | WIRE |
| EUROPE | PROJECT SUPPORT | $100,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $150,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $160,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $88,468 | WIRE |
| EUROPE | PROJECT SUPPORT | $50,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $100,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $12,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $290,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $210,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $50,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $160,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $56,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $125,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $75,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $150,016 | WIRE |
| EUROPE | PROJECT SUPPORT | $40,800 | WIRE |
| EUROPE | PROJECT SUPPORT | $293,200 | WIRE |
| EUROPE | PROJECT SUPPORT | $700,446 | WIRE |
| EUROPE | PROJECT SUPPORT | $50,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $70,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $535,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $350,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $375,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $60,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $30,000 | WIRE |
| EUROPE | PROJECT SUPPORT | $50,000 | WIRE |
| NORTH AMERICA | PROJECT SUPPORT | $9,966 | WIRE |
| NORTH AMERICA | PROJECT SUPPORT | $30,000 | WIRE |
| NORTH AMERICA | PROJECT SUPPORT | $200,000 | WIRE |
| NORTH AMERICA | PROJECT SUPPORT | $30,000 | WIRE |
| NORTH AMERICA | PROJECT SUPPORT | $3,507,779 | WIRE |
| NORTH AMERICA | PROJECT SUPPORT | $385,000 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $230,000 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $100,000 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $20,000 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $116,743 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $398,401 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $500,427 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $30,823 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $248,160 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $391,000 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $100,000 | WIRE |
| SOUTH AMERICA | PROGRAM SUPPORT; PROJECT SUPPORT | $2,167,953 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $390,368 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $300,000 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $7,028 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $299,080 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $16,891 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $82,938 | WIRE |
| SOUTH AMERICA | PROJECT SUPPORT | $100,549 | WIRE |
| SUB-SAHARAN AFRICA | PROJECT SUPPORT | $6,234,637 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 76 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | IN 2017, CLIMATEWORKS FUNDING SUPPORTED REGIONAL PARTNERS AND OTHER GRANTEES WELL KNOWN TO CLIMATEWORKS FROM GRANTS AWARDED IN YEARS PAST. THESE ORGANIZATIONS HAD UNDERGONE AN EXTENSIVE VETTING PROCESS PRIOR TO BECOMING RECURRING GRANTEES. CLIMATEWORKS PROGRAM STAFF PERFORM DUE DILIGENCE ON PROSPECTIVE GRANTS AND EVALUATE THE PAST SUCCESS AND HEALTH OF THE PROSPECTIVE GRANTEE. ALL ORGANIZATIONS ARE REQUIRED TO SUBMIT A GRANT NARRATIVE PROPOSAL AND BUDGET. PROPOSALS ARE EVALUATED ON THEIR PROJETED OUTCOMES AND ALIGNMENT WITH CLIMATEWORKS' MISSION AND STRATEGIES. OTHER REQUIRED DOCUMENTATION INCLUDES: THE CURRENT YEAR BUDGET; YEAR-TO-DATE FINANCIAL STATEMENTS; PRIOR YEAR AUDITED FINANCIAL STATEMENTS; GOVERNMENT-ISSUED TAX STATUS DETERMINATION DOCUMENTATION; A LIST OF BOARD OF DIRECTORS, OFFICERS, AND AFFILIATIONS; AND BIOGRAPHIES OF KEY STAFF INVOLVED IN THE PROJECT. ALL GRANTEES ARE REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT, WHICH STATES THAT FUNDS MAY BE SPENT ONLY FOR THE SPECIFIC CHARITABLE PURPOSES STATED IN THE PROPOSAL. ALL GRANTEES MUST BE IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, REGULATIONS, RULES, AND EXECUTIVE ORDERS. ALTHOUGH NOT LEGALLY REQUIRED, CLIMATEWORKS USES EXPENDITURE RESPONSIBILITY BEST PRACTICES TO MONITOR ITS FOREIGN GRANTS. CLIMATEWORKS CONFIRMS THAT GRANTEES' BOARD MEMBERS AND KEY STAFF DO NOT APPEAR ON THE SPECIALLY DESIGNATED NATIONALS (SDN) LIST. DEPENDING ON THE DOLALR AMOUNT, EITHER THE BOARD OF DIRECTORS, THE PRESIDENT & CEO, OR A VICE PRESIDENT APPROVES THE GRANT. CLIMATEWORKS REVIEWS EXPENDITURE RESPONSIBILITY REPORTS TO ENSURE THAT THE FUNDS WERE SPENT EXCLUSIVELY FOR THE CHARITABLE PURPOSES STATED IN THE PROPOSAL AND WITHIN THE CONFINES OF THE OTHER RESTRICTIONS OF THE GRANT. |
| PART I, LINE 3: | ACCRUAL METHOD |
| PART II, COLUMN (D): | THE FULL DESCRIPTION OF THE PURPOSE FOR CLIMATEWORKS GRANTS IS AVAILABLE THROUGH OUR GRANTS DATABASE AT: HTTPS://WWW.CLIMATEWORKS.ORG/PORTFOLIOS/GRANTS-DATABASE/ |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (54 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE TO SAVE ENERGY | ||||||||
| 1850 M STREET NW SUITE 610 | WASHINGTON | DC | 20036 | 521082991 | 501(C)(3) | $180,000 | PROJECT SUPPORT | |
| AMERICANS FOR OXFORD | ||||||||
| 500 FIFTH AVENUE 32ND FLOOR | NEW YORK | NY | 10110 | 521495060 | 501(C)(3) | $90,000 | PROJECT SUPPORT | |
| THE ASPEN INSTITUTE | ||||||||
| ONE DUPONT CIRCLE NW SUITE 700 | WASHINGTON | DC | 20036 | 840399006 | 501(C)(3) | $85,000 | PROJECT SUPPORT | |
| BANK INFORMATION CENTER | ||||||||
| 1100 H ST NW SUITE 650 | WASHINGTON | DC | 20005 | 521682441 | 501(C)(3) | $300,000 | PROJECT SUPPORT | |
| BLUEGREEN ALLIANCE FOUNDATION | ||||||||
| 1300 GODWARD STREET NE SUITE 2625 | MINNEAPOLIS | MN | 55413 | 203477309 | 501(C)(3) | $144,000 | PROJECT SUPPORT | |
| BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 530196577 | 501(C)(3) | $50,000 | PROJECT SUPPORT | |
| C40 CITIES CLIMATE LEADERSHIP GROUP INC | ||||||||
| 120 PARK AVENUE 23RD FLOOR | NEW YORK | NY | 10022 | 900634376 | 501(C)(3) | $345,000 | PROJECT SUPPORT | |
| CARNEGIE ENDOWMENT FOR INT'L PEACE | ||||||||
| 1779 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 130552040 | 501(C)(3) | $150,000 | PROJECT SUPPORT | |
| CENTER FOR CARBON REMOVAL | ||||||||
| 344 THOMAS L BERKLEY WAY SUITE 220 | OAKLAND | CA | 94612 | 812560407 | 501(C)(3) | $174,000 | PROJECT SUPPORT | |
| CERES INC | ||||||||
| 99 CHAUNCY STREET 6TH FLOOR | BOSTON | MA | 02111 | 223053747 | 501(C)(3) | $85,100 | PROJECT SUPPORT | |
| CLIMATE AND HEALTH RESEARCH NETWORK | ||||||||
| 269 WHITE ROAD | BOWDOINHAM | ME | 04008 | 464421906 | 501(C)(3) | $225,000 | PROJECT SUPPORT | |
| COLLABORATIVE LABELING AND APPLIANCE PROGRAM | ||||||||
| 1401 K STREET NW SUITE 1100 | WASHINGTON | DC | 20009 | 331112770 | 501(C)(3) | $906,395 | PROJECT SUPPORT | |
| CLEAN AIR TASK FORCE INC | ||||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 02108 | 043512550 | 501(C)(3) | $275,000 | PROJECT SUPPORT | |
| CLIMATE CENTRAL INC | ||||||||
| ONE PALMER SQUARE SUITE 330 | PRINCETON | NJ | 08542 | 261797336 | 501(C)(3) | $100,000 | PROJECT SUPPORT | |
| COALITION FOR GREEN CAPITAL | ||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20001 | 900868299 | 501(C)(3) | $230,941 | PROJECT SUPPORT | |
| COLUMBIA UNIVERSITY | ||||||||
| 615 W 131ST STREET MAIL CODE 8725 | NEW YORK | NY | 10027 | 135598093 | 501(C)(3) | $75,000 | PROJECT SUPPORT | |
| ENVIRONMENTAL DEFENSE FUND INC | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | 116107128 | 501(C)(3) | $378,000 | PROJECT SUPPORT | |
| ENVIRONMENTAL INVESTIGATION AGENCY | ||||||||
| 1301 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20009 | 521654284 | 501(C)(3) | $260,000 | PROJECT SUPPORT AND LOBBYING ACTIVITIES | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET NW 11TH FLOOR | WASHINGTON | DC | 20005 | 237420660 | 501(C)(3) | $25,000 | PROJECT SUPPORT | |
| GREEN TECH ACTION FUND | ||||||||
| 301 BATTERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | 263390444 | 501(C)(4) | $450,000 | TO SUPPORT FEDERAL AND STATE LOBBYING ACTIVITIES | |
| HEALTH CARE WITHOUT HARM | ||||||||
| 12355 SUNRISE VALLEY DR SUITE 680 | RESTON | VA | 20191 | 522358837 | 501(C)(3) | $200,000 | PROJECT SUPPORT | |
| INDEPENDENT DIPLOMAT | ||||||||
| 45 EAST 20TH STREET 6TH FLOOR | NEW YORK | NY | 10003 | 113816205 | 501(C)(3) | $100,000 | PROJECT SUPPORT | |
| INSTITUTE FOR GOVERNANCE AND SUSTAINABLE DEVELOPMENT INC | ||||||||
| 2300 WISCONSIN AVE NW SUITE 300B | WASHINGTON | DC | 20007 | 810616238 | 501(C)(3) | $100,000 | PROJECT SUPPORT | |
| THE INTERNATIONAL COUNCIL ON CLEAN TRANSPORTATION | ||||||||
| 1225 I STREET NW SUITE 900 | WASHINGTON | DC | 20005 | 203076690 | 501(C)(3) | $490,000 | PROJECT SUPPORT | |
| LAWRENCE BERKELEY NATIONAL LAB | ||||||||
| ONE CYCLOTRON ROAD | BERKELEY | CA | 94720 | 946036494 | US DEPT OF ENERGY | $200,000 | PROJECT SUPPORT | |
| MONGABAY ORG CORP | ||||||||
| 15 CLINTON ST 1 | REDWOOD CITY | CA | 94062 | 453714703 | 501(C)(3) | $160,950 | PROJECT SUPPORT | |
| NATIONAL ASSOCIATION OF CITY TRANPORTATION OFFICIALS | ||||||||
| 120 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | 201874085 | 501(C)(3) | $105,000 | PROJECT SUPPORT | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | 132654926 | 501(C)(3) | $1,473,902 | PROJECT SUPPORT | |
| NORTHEAST STATES FOR COORDINATED AIR USE MANAGEMENT | ||||||||
| 89 SOUTH ST SUITE 602 | BOSTON | MA | 02111 | 042814018 | 501(C)(3) | $200,000 | PROJECT SUPPORT AND LOBBYING ACTIVITIES | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE SUITE 300 | WASHINGTON | DC | 20036 | 205806345 | 501(C)(3) | $370,000 | PROJECT SUPPORT | |
| PARTNERSHIP PROJECT INC | ||||||||
| 1501 M STREET NW SUITE 1010 | WASHINGTON | DC | 20005 | 522192070 | 501(C)(3) | $500,000 | PROJECT SUPPORT | |
| POWER FOR ALL | ||||||||
| 290 LOMBARD STREET 51 | SAN FRANCISCO | CA | 94133 | 813803168 | 501(C)(3) | $140,000 | PROJECT SUPPORT | |
| RAINFOREST FOUNDATION INC | ||||||||
| 180 VARICK STREET SUITE 528 | NEW YORK | NY | 10014 | 951622945 | 501(C)(3) | $425,000 | PROJECT SUPPORT | |
| RAINFOREST ACTION NETWORK | ||||||||
| 425 BUSH STREET STE 300 | SAN FRANCISCO | CA | 94108 | 943045180 | 501(C)(3) | $200,000 | PROJECT SUPPORT | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY | ||||||||
| SPONSORED PROJECTS OFFICE 1608 | BERKELEY | CA | 94704 | 946002123 | STATE OF CA | $160,000 | PROJECT SUPPORT | FOURTH ST STE 220 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA AT DAVIS | ||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 956168762 | 946036494 | STATE OF CA | $345,000 | PROJECT SUPPORT | |
| RESOURCES FOR THE FUTURE INC | ||||||||
| 1616 P STREET NW SUITE 600 | WASHINGTON | DC | 20036 | 530220900 | 501(C)(3) | $225,000 | PROJECT SUPPORT | |
| RIGHTS AND RESOURCES INSTITUTE | ||||||||
| 2715 M STREET NW SUITE 300 | WASHINGTON | DC | 20007 | 203690821 | 501(C)(3) | $200,000 | PROJECT SUPPORT | |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 1820 FOLSOM STREET | BOULDER | CO | 80302 | 742244146 | 501(C)(3) | $250,000 | PROJECT SUPPORT | |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | 133615533 | 501(C)(3) | $75,000 | PROJECT SUPPORT | |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||||
| 2440 WEST EL CAMINO REAL | MOUNTAIN VIEW | CA | 94040 | 205205488 | 501(C)(3) | $25,000 | PROJECT SUPPORT | |
| STAND | ||||||||
| ONE HAIGHT STREET | SAN FRANCISCO | CA | 94102 | 943331587 | 501(C)(3) | $345,000 | PROJECT SUPPORT | |
| THE COMMONWEALTH CLUB OF CALIFORNIA | ||||||||
| 595 MARKET STREET | SAN FRANCISCO | CA | 94105 | 940399260 | 501(C)(3) | $60,000 | PROJECT SUPPORT | |
| THE ENERGY FOUNDATION | ||||||||
| 301 BATTERY STREET 5TH FLOOR | SAN FRANCISCO | CA | 94111 | 943126848 | 501(C)(3) | $1,600,000 | FOR SUPPORT OF ENERGY FOUNDATION CHINA | |
| THE NATURE CONSERVANCY INC | ||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22201 | 530242652 | 501(C)(3) | $30,000 | PROJECT SUPPORT | |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| OFFICE OF SPONSORED PROGRAMS 25 | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | $120,000 | PROJECT SUPPORT | BUICK STREET SUITE 200 |
| UCLA FOUNDATION | ||||||||
| 337 CHARLES E YOUNG DRIVE | LOS ANGELES | CA | 900951656 | 952250801 | 501(C)(3) | $50,000 | PROJECT SUPPORT | |
| UNITED NATIONS FOUNDATION | ||||||||
| 1750 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20006 | 582368165 | 501(C)(3) | $650,000 | PROJECT SUPPORT | |
| WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS | ||||||||
| 1300 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | 521067541 | 501(C)(3) | $127,000 | PROJECT SUPPORT | |
| WOODS & WAYSIDE INTERNATIONAL INC | ||||||||
| 19-1/2 BLACKWELL AVENUE | HOPEWELL | NJ | 08525 | 260743445 | 501(C)(3) | $100,000 | PROJECT SUPPORT | |
| WOODS HOLE RESEARCH CENTER | ||||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 025401644 | 043005094 | 501(C)(3) | $32,871 | PROJECT SUPPORT | |
| WORLD RESOURCES INSTITUTE | ||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | 521257057 | 501(C)(3) | $1,195,372 | PROJECT SUPPORT | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | 521693387 | 501(C)(3) | $320,000 | PROJECT SUPPORT | |
| YALE UNIVERSITY | ||||||||
| SCHOOL OF FORESTRY AND ENV STUDIES | NEW HAVEN | CT | 06511 | 060646973 | 501(C)(3) | $360,349 | PROJECT SUPPORT | 195 PROSPECT ST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 53 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | IN 2017, CLIMATEWORKS FOUNDATION FUNDING SUPPORTED REGIONAL PARTNERS AND OTHER GRANTEES WELL KNOWN TO CLIMATEWORKS FROM GRANTS AWARDED IN PRIOR YEARS. THESE ORGANIZATIONS HAD UNDERGONE AN EXTENSIVE VETTING PROCESS PRIOR TO BECOMING RECURRING GRANTEES. CLIMATEWORKS PROGRAM STAFF PERFORM DUE DILIGENCE ON PROSPECTIVE GRANTS AND EVALUATE THE PAST SUCCESS AND HEALTH OF THE PROSPECTIVE GRANTEE. ALL ORGANIZATIONS ARE REQUIRED TO SUBMIT A GRANT NARRATIVE PROPOSAL AND BUDGET. PROPOSALS ARE EVALUATED ON THEIR PROJECTED OUTCOMES AND ALIGNMENT WITH CLIMATEWORKS' MISSION AND STRATEGIES. OTHER REQUIRED DOCUMENTATION INCLUDES: THE CURRENT YEAR BUDGET; YEAR-TO-DATE FINANCIAL STATEMENTS; PRIOR YEAR AUDITED FINANCIAL STATEMENTS; GOVERNMENT-ISSUED TAX STATUS DETERMINATION DOCUMENTATION; A LIST OF BOARD OF DIRECTORS, OFFICERS, AND AFFILIATIONS; AND BIOGRAPHIES OF KEY STAFF INVOLVED IN THE PROJECT. ALL GRANTEES ARE REQUIRED TO SIGN AND RETURN A GRANT AGREEMENT, WHICH STATES THAT FUNDS MAY BE SPENT ONLY FOR THE SPECIFIC CHARITABLE PURPOSES STATED IN THE PROPOSAL. ALL GRANTEES MUST BE IN COMPLIANCE WITH ALL APPLICABLE ANTI-TERRORIST FINANCING AND ASSET CONTROL LAWS, REGULATIONS, RULES, EXECUTIVE ORDERS, AND CANNOT VIOLATE ANY IRS EXPENDITURE PROHIBITIONS. CLIMATEWORKS VERIFIES THE ORGANIZATION'S EXISTENCE AND TAX STATUS USING GUIDESTAR CHARITY CHECK. DEPENDING ON THE DOLLAR AMOUNT, EITHER THE BOARD OF DIRECTORS, THE PRESIDENT & CEO, OR A VICE PRESIDENT APPROVES THE GRANT. CLIMATEWORKS REVIEWS NARRATIVE AND FINANCIAL REPORTS TO ENSURE THAT THE FUNDS WERE SPENT EXCLUSIVELY FOR THE CHARITABLE PURPOSES STATED IN THE PROPOSAL AND WITHIN THE CONFINES OF THE OTHER RESTRICTIONS OF THE GRANT. |
| PART II, COLUMN (H): | THE FULL DESCRIPTION OF THE PURPOSE FOR CLIMATEWORKS GRANTS IS AVAILABLE THROUGH OUR GRANTS DATABASE AT: HTTPS://WWW.CLIMATEWORKS.ORG/PORTFOLIOS/GRANTS-DATABASE/ |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLOTTE PERA | ||||||||||||||
| PRESIDENT AND CEO | $494,698 | $0 | $1,000 | $0 | $1,932 | $0 | $40,500 | $0 | $11,560 | $0 | $549,690 | $0 | $0 | $0 |
| BRIAN MCCRACKEN | ||||||||||||||
| VP, FINANCE & ADMINISTRATION, TREAS. | $257,067 | $0 | $0 | $0 | $1,260 | $0 | $38,400 | $0 | $29,422 | $0 | $326,149 | $0 | $0 | $0 |
| GRETCHEN RAU | ||||||||||||||
| SECRETARY | $122,487 | $0 | $7,000 | $0 | $6,336 | $0 | $18,450 | $0 | $8,636 | $0 | $162,909 | $0 | $0 | $0 |
| CHRIS ELLIOTT | ||||||||||||||
| EXECUTIVE DIR CLUA THROUGH DEC 2017 | $353,000 | $0 | $0 | $0 | $11,689 | $0 | $40,500 | $0 | $25,107 | $0 | $430,296 | $0 | $0 | $0 |
| CHARLES MCELWEE | ||||||||||||||
| VICE PRESIDENT, PROGRAMS | $355,000 | $0 | $0 | $0 | $5,544 | $0 | $40,500 | $0 | $27,363 | $0 | $428,407 | $0 | $0 | $0 |
| SUSAN ELIZABETH COOK | ||||||||||||||
| VICE PRESIDENT, SYSTEMS AND PLANNING | $359,698 | $0 | $0 | $0 | $5,544 | $0 | $40,100 | $0 | $12,162 | $0 | $417,504 | $0 | $0 | $0 |
| SHAWN P REIFSTECK | ||||||||||||||
| VICE PRESIDENT, PHILANTHROPY | $369,096 | $0 | $0 | $0 | $1,260 | $0 | $38,794 | $0 | $31,855 | $0 | $441,005 | $0 | $0 | $0 |
| DANIEL HAMZA-GOODACRE | ||||||||||||||
| EXECUTIVE DIRECTOR, K-CEP | $239,567 | $0 | $18,000 | $0 | $13,410 | $0 | $21,636 | $0 | $30,817 | $0 | $323,430 | $0 | $0 | $0 |
| DANIEL ZARIN | ||||||||||||||
| DIRECTOR OF PROGRAMS, CLUA | $254,017 | $0 | $0 | $0 | $1,932 | $0 | $38,625 | $0 | $34,435 | $0 | $329,009 | $0 | $0 | $0 |
| JAN DERRICKSON | ||||||||||||||
| PROGRAM DIRECTOR, CLEAN POWER | $236,413 | $0 | $5,000 | $0 | $5,321 | $0 | $35,535 | $0 | $21,171 | $0 | $303,440 | $0 | $0 | $0 |
| ILMI GRANOFF | ||||||||||||||
| PROG. DIRECTOR, SUSTAINABLE FINANCE | $241,240 | $0 | $0 | $0 | $778 | $0 | $23,686 | $0 | $22,640 | $0 | $288,344 | $0 | $0 | $0 |
| MARY RAFTERY | ||||||||||||||
| SR. ADVISOR, FUNDER COLLABORATIONS | $239,358 | $0 | $0 | $0 | $1,855 | $0 | $36,000 | $0 | $11,056 | $0 | $288,269 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | GRETCHEN RAU (ASSOCIATE DIRECTOR FOR THE EXECUTIVE OFFICE AND BOARD SECRETARY), DANIEL HAMZA-GOODACRE (EXECUTIVE DIRECTOR, KIGALI COOLING EFFICIENCY PROGRAM), AND JAN DERRICKSON (PROGRAM DIRECTOR, CLEAN POWER) RECEIVED TAX GROSS-UPS OF $4,690, $12,604, AND $3,497 RESPECTIVELY AS PART OF BONUSES PAID TO THEM IN 2017. THESE TAX GROSS-UP PAYMENTS WERE REPORTED ON FORM W-2'S AS TAXABLE INCOME, AS REQUIRED, AND REPORTED AS COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(III). |
| PART I, LINE 7 | THE BONUSES AWARDED TO GRETCHEN RAU (ASSOCIATE DIRECTOR FOR THE EXECUTIVE OFFICE AND BOARD SECRETARY), DANIEL HAMZA-GOODACRE (EXECUTIVE DIRECTOR, KIGALI COOLING EFFICIENCY PROGRAM), AND JAN DERRICKSON (PROGRAM DIRECTOR, CLEAN POWER) WAS DETERMINED BY SUPERVISORS, WHO UTILIZED DISCRETION IN DETERMINING THE AMOUNT OF PAYMENT, AND THUS WOULD BE CONSIDERED A NON-FIXED PAYMENT. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $237,126 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED IN SCHEDULE M, PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | CLIMATEWORKS FOUNDATION MOBILIZES PHILANTHROPY TO SOLVE THE CLIMATE CRISIS AND ENSURE A PROSPEROUS FUTURE. TO DO THIS, WE: (I) PROVIDE GLOBAL ANALYSIS AND INSIGHTS: PROVIDING DATA-RICH INFORMATION AND ANALYSIS TO GIVE A GLOBAL VIEW OF THE CLIMATE FIELD AND ACTIONABLE INSIGHTS TO FUNDERS. OUR GLOBAL VIEW INCLUDES GREENHOUSE GAS MITIGATION OPPORTUNITIES, FUNDING FLOWS, STRATEGIC INITIATIVES, THE GRANTEE LANDSCAPE, AND PROGRESS TRACKING. (II) FACILITATE FUNDER COORDINATION AND COLLABORATION AMONG INFLUENTIAL PHILANTHROPIC FUNDERS BY CREATING OPPORTUNITIES FOR THEM TO INTERACT WITH THEIR PEERS, COMPARE STRATEGIES, GENERATE IDEAS, AND COORDINATE INVESTMENTS THAT TARGET THE BIGGEST DRIVERS OF GLOBAL CLIMATE CHANGE. (III) MAKE STRATEGIC GRANTS THAT SUPPORT SELECT GLOBAL AND TRANSNATIONAL INITIATIVES, WITH A FOCUS ON EXPERIMENTAL AND EMERGING STRATEGIES AND IN COLLABORATION WITH OTHER GRANTMAKERS. (IV) WORK WITH PARTNERS TO EXPAND GLOBAL CLIMATE PHILANTHROPY, IN KEEPING WITH THE SCALE OF TRANSFORMATION NEEDED TO ADDRESS CLIMATE CHANGE. |
| FORM 990, PART III, LINE 2 | THE ORGANIZATION LAUNCHED THE KIGALI COOLING EFFICIENCY PROGRAM (K-CEP) DURING 2017, A PHILANTHROPIC COLLABORATION TO SUPPORT THE KIGALI AMENDMENT TO THE MONTREAL PROTOCOL AND THE TRANSITION TO EFFICIENT CLEAN COOLING SOLUTIONS FOR ALL. |
| FORM 990, PART III, LINE 4A: | IN 2017, THROUGH STRATEGY DEVELOPMENT AND GRANTMAKING, CLIMATEWORKS FOUNDATION ADVANCED GLOBAL AND TRANSNATIONAL INITIATIVES, WITH A FOCUS ON EXPERIMENTAL AND EMERGING STRATEGIES AND COLLABORATION WITH OTHER GRANTMAKERS. CLIMATEWORKS' STRATEGIES AND GRANTS CONTRIBUTED TO PROGRESS ON CLEAN ENERGY, LOW-CARBON TRANSPORTATION, GREEN BUILDINGS AND INDUSTRY, SUSTAINABLE FINANCE, MULTILATERAL INITIATIVES, AND OTHER EFFORTS TO ACCELERATE CLIMATE PROGRESS AND SERVE THE PUBLIC INTEREST. VISIT WWW.CLIMATEWORKS.ORG/PORTFOLIOS/GRANTS-DATABASE FOR A COMPLETE LIST OF CLIMATEWORKS' GRANTS. IN ADDITION, IN 2017 CLIMATEWORKS' GLOBAL VIEW FUNCTION ANALYZED AND SYNTHESIZED INFORMATION AND GENERATED ACTIONABLE INSIGHTS FOR PHILANTHROPY. FOR EXAMPLE, CLIMATEWORKS RELEASED TWO PUBLIC REPORTS ONE TITLED "EUROPE'S CARBON LOOPHOLE," A LIFECYCLE ACCOUNTING OF EUROPEAN MEMBER STATE CARBON EMISSIONS, INCLUDING THOSE EMISSIONS CAUSED THROUGH CONSUMPTION OF IMPORTED GOODS, AND ONE TITLED "FASTER & CLEANER 2: KICK-STARTING GLOBAL DECARBONIZATION," A REPORT THAT EXPLORES TECHNOLOGY TRENDS DRIVING DECARBONIZATION AND IDENTIFIES SUCCESS FACTORS THAT CAN HASTEN FURTHER TRANSFORMATIONS. THESE PUBLICATIONS AND ADDITIONAL INSIGHTS ARE HELPING TO ENSURE THAT PHILANTHROPIC INVESTMENTS ARE DIRECTED TOWARD EFFECTIVE STRATEGIES TO DRIVE DEEP REDUCTIONS IN GREENHOUSE GAS EMISSIONS. |
| FORM 990, PART III, LINE 4B: | IN 2017, CLIMATEWORKS FOUNDATION AND ITS PARTNERS LAUNCHED THE KIGALI COOLING EFFICIENCY PROGRAM (K-CEP), A PHILANTHROPIC COLLABORATION TO SUPPORT THE KIGALI AMENDMENT TO THE MONTREAL PROTOCOL AND THE TRANSITION TO EFFICIENT, CLEAN COOLING SOLUTIONS FOR ALL. K-CEP'S PROGRAM OFFICE, THE EFFICIENCY COOLING OFFICE, IS HOUSED AT CLIMATEWORKS FOUNDATION. IN 2017, K-CEP AND ITS GRANTEES PROVIDED TECHNICAL ASSISTANCE ON THE DRAFTING OF 27 NATIONAL COOLING PLANS AND COOLING EFFICIENCY TRAINING TO OZONE AND ENERGY POLICYMAKERS IN 147 COUNTRIES. |
| FORM 990, PART III, LINE 4C: | IN 2017, CLIMATEWORKS FOUNDATION ADVANCED LAND USE POLICIES AND PRACTICES THAT MITIGATE CLIMATE CHANGE, BENEFIT PEOPLE, AND PROTECT THE ENVIRONMENT THROUGH ITS SUPPORT FOR AND ADMINISTRATION OF THE CLIMATE AND LAND USE ALLIANCE (CLUA), A COLLABORATIVE PHILANTHROPIC INITIATIVE. IN 2017 CLUA COORDINATED THE LAUNCH OF A SERIES OF REPORTS BEFORE COP23 THAT RESULTED IN SIGNIFICANT COVERAGE ON THE IMPORTANCE OF FORESTS FOR ACHIEVING THE GOALS OF THE PARIS AGREEMENT AND THE ROLE OF INDIGENOUS PEOPLES AND LOCAL COMMUNITIES IN PROTECTING FORESTS. THROUGH THE WORK OF ITS GRANTEES AND PARTNERS, CLUA ALSO CONTRIBUTED TO THE FOLLOWING OUTCOMES: THE EUROPEAN PARLIAMENT'S DECISION TO PHASE OUT BIOFUELS MADE FROM VEGETABLE OILS BY 2020, INCLUDING PALM OIL, AND TO INTRODUCE A SINGLE CERTIFICATION SCHEME FOR PALM OIL ENTERING THE EUROPEAN MARKET; A GATHERING OF RELIGIOUS LEADERS AND INDIGENOUS PEOPLES IN OSLO, NORWAY, IN JUNE TO LAUNCH THE INTERFAITH RAINFOREST INITIATIVE; AND INDONESIA'S MORATORIUM ON PRIMARY FOREST AND PEATLAND PERMITTING, WHICH WAS EXTENDED FOR ANOTHER TWO YEARS AS OF JULY 2017. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED JOINTLY BY CLIMATEWORKS FOUNDATION STAFF AND AN OUTSIDE ACCOUNTING FIRM. THE DRAFT IS REVIEWED BY THE VICE PRESIDENT OF FINANCE & ADMINISTRATION/TREASURER, PRESIDENT & CHIEF EXECUTIVE OFFICER, AND GENERAL COUNSEL. CLIMATEWORKS' FINANCIAL MANAGEMENT AND THE ACCOUNTING FIRM'S TAX LEAD REVIEWS THE DRAFT WITH CLIMATEWORKS' AUDIT COMMITTEE. THE AUDIT COMMITTEE RECOMMENDS APPROVAL OF THE RETURN TO THE BOARD, WHO RECEIVES THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | CLIMATEWORKS FOUNDATION'S POLICY REQUIRES THAT ANY APPARENT OR POTENTIAL CONFLICTS OF INTEREST BE FULLY DISCLOSED BEFORE A DECISION IS MADE ON THE MATTER INVOLVED, AND THAT NO DIRECTOR, OFFICER, OR STAFF MEMBER PARTICIPATE (OTHER THAN BY PROVIDING INFORMATION) IN ANY DECISION IN WHICH HE OR SHE HAS A CONFLICT OF INTEREST. CLIMATEWORKS' CONFLICT OF INTEREST POLICY IS INCLUDED AS PART OF THE FORMAL ORIENTATION FOR ALL NEW BOARD OF DIRECTORS, OFFICERS, AND STAFF. ADDITIONALLY, ALL OFFICERS, DIRECTORS, AND STAFF ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. POTENTIAL OFFICER AND BOARD MEMBER CONFLICTS ARE REVIEWED BY THE CHAIR OF THE BOARD, WHO WILL INVESTIGATE THE FACTS, SEEK ADVICE FROM OUTSIDE COUNSEL AS NECESSARY, AND REPORT BACK TO THE BOARD AT THE TIME IT CONSIDERS THE TRANSACTION. AN INTERESTED DIRECTOR OR OFFICER WILL NOT PARTICIPATE IN DELIBERATIONS OR THE VOTE. POTENTIAL STAFF MEMBER CONFLICTS ARE REVIEWED BY THE PRESIDENT & CHIEF EXECUTIVE OFFICER, WHO WILL INVESTIGATE THE FACTS, SEEK ADVICE FROM OUTSIDE COUNSEL AS NECESSARY, AND TAKE APPROPRIATE ACTION IN ACCORDANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD ANNUALLY REVIEWS THE COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND APPROVES CHANGES. CONSISTENT WITH ITS CONFLICT OF INTEREST POLICY, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, WHO IS ALSO A DIRECTOR, DID NOT PARTICIPATE IN ANY BOARD DELIBERATIONS OR VOTES REGARDING HER COMPENSATION. THE BOARD APPROVES CHANGES TO THE VICE PRESIDENT FOR FINANCE & ADMINISTRATION/TREASURER'S COMPENSATION, UNLESS THE CHANGE APPLIES TO SUBSTANTIALLY ALL EMPLOYEES. THE BOARD USES THIRD-PARTY COMPENSATION SURVEYS AND COMPENSATION INFORMATION OF COMPARABLE ORGANIZATIONS, INCLUDING OTHER FOUNDATIONS, PUBLIC CHARITIES, AND NGOS TO BENCHMARK COMPENSATION FOR THESE POSITIONS. CLIMATEWORKS FOUNDATION DOCUMENTS THE DELIBERATIONS REGARDING COMPENSATION IN MINUTES OF THE MEETINGS OF ITS BOARD. COMPENSATION FOR KEY EMPLOYEES IS REVIEWED ANNUALLY BY DIRECT SUPERVISORS, WITH FINAL REVIEW BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THIRD-PARTY SURVEYS, COMPILING DATA FROM OTHER FOUNDATIONS, PUBLIC CHARITIES, AND NGOS ARE USED TO BENCHMARK COMPENSATION FOR EACH POSITION. |
| FORM 990, PART VI, SECTION C, LINE 18 | CLIMATEWORKS FOUNDATION PROVIDES A COPY OF THE FORM 990 DIRECTLY TO GUIDESTAR TO PUBLISH ON ITS WEBSITE, IN ADDITION TO POSTING THE FORM 990 ON ITS WEBSITE AND PROVIDING A COPY OF THE FORM 990 UPON REQUEST BY THE GENERAL PUBLIC. |
| FORM 990, PART VI, SECTION C, LINE 19 | CLIMATEWORKS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII: | THE ORGANIZATION'S AUDIT COMMITTEE FOR THE 2017 TAX YEAR WAS COMPRISED OF SUSAN TIERNEY, A VOTING MEMBER OF THE BOARD OF DIRECTORS AND BOARD CHAIR, AS WELL AS JOHN NATOLI (WHO SERVED AS THE AUDIT COMMITTEE CHAIR) AND DIANA MEARS, BOTH OF WHOM DO NOT HAVE VOTING RIGHTS ON THE BOARD OF DIRECTORS, BUT SERVED AS AN ADVISOR IN THIS CAPACITY. |
| FORM 990, PART IX, LINE 11G | PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 8,649,202. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,649,202. PROGRAM MEASUREMENT & EVALUATION: PROGRAM SERVICE EXPENSES 672,737. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 672,737. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 563,633. MANAGEMENT AND GENERAL EXPENSES 142,126. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 705,759. TEMPORARY STAFFING: PROGRAM SERVICE EXPENSES 282,855. MANAGEMENT AND GENERAL EXPENSES 107,200. FUNDRAISING EXPENSES 37,140. TOTAL EXPENSES 427,195. RECRUITING: PROGRAM SERVICE EXPENSES 126,511. MANAGEMENT AND GENERAL EXPENSES 154,070. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 280,581. CONSULTING AND PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 813,763. MANAGEMENT AND GENERAL EXPENSES 181,758. FUNDRAISING EXPENSES 19,525. TOTAL EXPENSES 1,015,046. |
| FORM 990, PART XI, LINE 9: | REVERSAL OF PRIOR YEAR GRANTS 40,888. UNREALIZED GAIN ON CURRENCY CONVERSION 24,478. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CLIMATE AND LAND USE ALLIANCE LLC | |||||||||
| 235 MONTGOMERY STREET SUITE 1300 | SAN FRANCISCO | CA | 94104 | 453944486 | ENVIRONMENTAL | DE | $16,762,794 | $5,961,997 | CLIMATEWORKS FOUNDATION |
| LATIN AMERICA REGIONAL CLIMATE INITIATIVE LLC | |||||||||
| 235 MONTGOMERY STREET SUITE 1300 | SAN FRANCISCO | CA | 94104 | 320403216 | ENVIRONMENTAL | DE | $0 | $0 | CLIMATEWORKS FOUNDATION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART I | FormAndLineReferenceDesc |
| Explanation | IN DECEMBER 2012, THE CLIMATEWORKS FOUNDATION'S BOARD OF DIRECTORS CREATED THE LATIN AMERICA REGIONAL CLIMATE INITIATIVE, LLC ("LARCI"), WHICH COMMENCED OPERATIONS IN MARCH 2013. THE FOUNDATION WAS LARCI'S SOLE MEMBER UNTIL THE FOUNDATION DISSOLVED LARCI IN JUNE 2017. CLIMATEWORKS FOUNDATION DISSOLVED LARCI, AS PLANNED, AFTER INDEPENDENT REGIONAL PARTNERS EMERGED FROM LARCI IN THE COUNTRIES IT OPERATED IN. | ExplanationTxt |
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