2026-08-06T16:15:15-05:00 2025-12-31 363168081 SIKICH LLC 333 JOHN CARLYLE STREET SUITE 500 ALEXANDRIA VA 22314 990 2025-01-01 222989704 US SIF FOUNDATION USSI 2028725361 1050 CONNECTICUT AVE PO BOX 6506 WASHINGTON DC 200355064 MARIA LETTINI CEO (CHIEF EXECUTIVE OFFICER) 2028725361 2026-08-06 1 LUDMILA RENDLEMAN P02490560 7038361350 2026-07-30 2025 2025-03-06 01:10:19Z MARIA LETTINI 1050 CONNECTICUT AVE PO BOX 6506 WASHINGTON DC 200355064 639256 0 X WWW.USSIF.ORG X 1989 MA EDUCATIONAL, RESEARCH, AND PROGRAMMATIC ACTIVITIES IN SUPPORT OF US SIF. 12 12 0 12 0 0 493000 603894 6897 13857 2165 21505 0 0 502062 639256 0 0 0 0 450001 644323 0 0 43657 236203 361727 686204 1006050 -184142 -366794 1228513 1032571 149294 320146 1079219 712425 X THE US SIF FOUNDATION'S MISSION IS TO RAPIDLY SHIFT INVESTMENT PRACTICES TOWARDS SUSTAINABILITY, FOCUSING ON LONG-TERM INVESTMENT AND THE GENERATION OF POSITIVE SOCIAL AND ENVIRONMENTAL IMPACTS. IT UNDERTAKES EDUCATIONAL, RESEARCH AND PROGRAMMATIC ACTIVITIES IN SUPPORT OF US SIF: THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT, ITS SOLE MEMBER. 0 0 551176 13857 PROMOTION AND EDUCATION OF SUSTAINABLE AND RESPONSIBLE INVESTING (SRI), THE PUBLICATION OF RESEARCH REPORTS AND OTHER RESOURCES, AND PROFESSIONAL EDUCATIONAL COURSES, SEMINARS AND FORUMS RELATING TO THE CONCEPT OF SUSTAINABLE AND RESPONSIBLE INVESTING AND PRACTICE. 551176 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 3 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 2028725361 1050 CONNECTICUT AVE PO BOX 65064 WASHINGTON DC 200355064 STEPHANIE COHN RUPP CHAIR 1.00 1.00 X X 0 0 0 IYASSU ESSAYAS VICE CHAIR 1.00 1.00 X X 0 0 0 SAURABH NARAIN TREASURER 1.00 1.00 X X 0 0 0 NAKIA MADDOX-EUBANKS SECRETARY 1.00 1.00 X X 0 0 0 ANTHONY EAMES BOARD MEMBER 1.00 1.00 X 0 0 0 DANIEL HANSON BOARD MEMBER 1.00 1.00 X 0 0 0 LESLIE SAMUELRICH BOARD MEMBER 1.00 1.00 X 0 0 0 STROCHER DEREK BOARD MEMBER 1.00 1.00 X 0 0 0 KIMBERLY GLUCK BOARD MEMBER 1.00 1.00 X 0 0 0 MAMADOU-ABOU SARR BOARD MEMBER 1.00 1.00 X 0 0 0 ELIZABETH LEVY BOARD MEMBER 1.00 1.00 X 0 0 0 NELLE CODE JOUBERT BOARD MEMBER 1.00 1.00 X 0 0 0 MARIA LETTINI CEO (CHIEF EXECUTIVE OFFICER) 20.00 20.00 X 0 291748 22637 BRYAN MCGANNON MANAGING DIRECTOR 20.00 20.00 X 0 164440 19941 0 456188 42578 0 0 1 0 0 603894 603894 EDUCATIONAL SERVICES 900099 8895 8895 PUBLICATIONS 900099 4962 4962 13857 21505 21505 639256 13857 0 21505 X 544050 298064 222377 23609 23910 13099 9773 1038 35799 19613 14633 1553 40564 22224 16580 1760 145759 79855 59578 6326 1222 669 500 53 22469 12310 9184 975 30185 16537 12338 1310 63128 34586 25803 2739 15672 8586 6406 680 18652 10220 7624 808 46264 25346 18910 2008 1395 764 570 61 FINANCIAL SERVICES FEES 12981 7112 5306 563 COMMUNICATION 4000 2191 1635 174 1006050 551176 411217 43657 1122683 188256 425 96183 62610 122406 57803 105405 64603 620919 1228513 1032571 38008 16000 99368 111286 204778 149294 320146 X 1079219 712425 1079219 712425 1228513 1032571 -366794 0 X X 0 1 X 1 0 X X 1 US SIF THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT 222701978 10 0 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 2: THE ORGANIZATION BEING SUPPORTED SATISFIES THE PUBLIC SUPPORT TEST. IN ADDITION, THE TWO ORGANIZATIONS SHARE THE SAME OFFICE, SHARE THE SAME STAFF, HAVE THE SAME BOARD, HAVE COMPLEMENTARY PROGRAMS AND ARE INCLUDED TOGETHER ON CONSOLIDATED FINANCIAL STATEMENTS. PART IV, SECTION A, LINE 3B: THE ORGANIZATION BEING SUPPORTED SATISFIES THE PUBLIC SUPPORT TEST. IN ADDITION, THE TWO ORGANIZATIONS SHARE THE SAME OFFICE, SHARE THE SAME STAFF, HAVE THE SAME BOARD, HAVE COMPLEMENTARY PROGRAMS AND ARE INCLUDED TOGETHER ON CONSOLIDATED FINANCIAL STATEMENTS. PART IV, SECTION A, LINE 3C: THE ORGANIZATION ENSURED THAT ALL SUPPORT WAS USED EXCLUSIVELY FOR SECTION 170 PURPOSES AS THE ORGANIZATIONS SHARE THE SAME OFFICE AND SAME STAFF. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122406 57803 64603 64603 DUE TO US SIF 204778 204778 X PART X, LINE 2: US SIF IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO THEIR EXEMPT PURPOSE. THE FOUNDATION IS EXEMPT FROM FEDERAL AND LOCAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ON INCOME DERIVED FROM ACTIVITIES RELATED TO THEIR EXEMPT PURPOSE. US SIF AND THE FOUNDATION ARE NOT PRIVATE FOUNDATIONS FOR TAX PURPOSES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE THEIR TAX-EXEMPT STATUS THAT WOULD REQUIRE RECOGNITION IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR UP TO THREE YEARS FROM THE DATE A COMPLETED RETURN IS FILED. IF MATERIAL OMISSIONS OF INCOME EXIST, TAX RETURNS MAY BE SUBJECT TO EXAMINATION FOR UP TO SIX YEARS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES FOR TAX YEARS PRIOR TO 2022. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 COMPENSATION FOR THE SERVICE GRAPHIC DESIGN 18625 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 COMPENSATION FOR THE SERVICE RESEARCH 46452 0 0 0 0 0 0 65077 0 65077 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARIA LETTINI CEO (CHIEF EXECUTIVE OFFICER) 0 291748 0 0 0 0 0 12103 0 10534 0 314385 0 0 BRYAN MCGANNON MANAGING DIRECTOR 0 164440 0 0 0 0 0 7317 0 12624 0 184381 0 0 SCHEDULE J, PART I, LINE 3: COMPENSATION OF THE ORGANIZATION'S CEO IS REVIEWED AND APPROVED BY THE GOVERNING BOARD OF THE US SIF: THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT RELATED PARTY. THE CEO ANNUALLY EVALUATES AND SETS COMPENSATION FOR SENIOR MANAGEMENT. OTHER COMPENSATION DECISIONS ARE MADE BY THE CEO AND SENIOR MANAGEMENT. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER IS THE US SIF: THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT - AS STATED IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A US SIF: THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT IS THE SOLE MEMBER OF US SIF FOUNDATION AND IS RESPONSIBLE FOR THE FOUNDATION'S GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7B US SIF: THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT IS THE SOLE MEMBER OF US SIF FOUNDATION AND IS RESPONSIBLE FOR THE FOUNDATION'S GOVERNANCE. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS SENT TO THE AUDIT COMMITTEE FOR THEIR REVIEW. AFTER THAT REVIEW IS COMPLETED, THE RETURN IS SENT TO THE FULL GOVERNING BODY PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR SHALL PROVIDE AN ANNUAL DISCLOSURE STATEMENT TO THE ORGANIZATION IDENTIFYING: (I) EACH ORGANIZATION FOR WHICH THE DIRECTOR IS A DIRECTOR OR EXECUTIVE (OR HOLDS AN EQUIVALENT POSITION) OR BY WHICH THE DIRECTOR IS EMPLOYED, AND (II) EACH INVESTMENT, INTEREST, VOLUNTEER ACTIVITY, MEMBERSHIP OR OTHER MATTER THAT MAY CONFLICT OR INTERFERE WITH THE DIRECTOR'S POSITION ON THE BOARD OR THAT MAY CAUSE A CONFLICT OF INTEREST BETWEEN THE DIRECTOR'S DUTY TO THE ORGANIZATION AND THE INVESTMENT, INTEREST, ACTIVITY, MEMBERSHIP OR MATTER. (III) ANY CONFLICT OF INTEREST IDENTIFIED BY THE DIRECTORS OR THE ABSENCE OF ANY CONFLICT OF INTEREST TO THE BEST OF KNOWLEDGE OF THE DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ONLINE AS PART OF THE ORGANIZATION'S ANNUAL REPORT. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 ARE AVAILABLE TO MEMBERS THROUGH AN ONLINE MEMBER CENTER, AND TO THE GENERAL PUBLIC UPON REQUEST. RECENT 990'S FOR THE ORGANIZATION ARE ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART IX, LINE 11G CONSULTING -MEDIA: PROGRAM SERVICE EXPENSES 208. MANAGEMENT AND GENERAL EXPENSES 155. FUNDRAISING EXPENSES 17. TOTAL EXPENSES 380. CONSULTING -TREND CONSULATANT: PROGRAM SERVICE EXPENSES 27,129. MANAGEMENT AND GENERAL EXPENSES 20,240. FUNDRAISING EXPENSES 2,149. TOTAL EXPENSES 49,518. CONSULTING -INDIGENOUS PEOPLES CONSULTANT: PROGRAM SERVICE EXPENSES 30,132. MANAGEMENT AND GENERAL EXPENSES 22,481. FUNDRAISING EXPENSES 2,387. TOTAL EXPENSES 55,000. OTHER: PROGRAM SERVICE EXPENSES 22,386. MANAGEMENT AND GENERAL EXPENSES 16,702. FUNDRAISING EXPENSES 1,773. TOTAL EXPENSES 40,861. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUME RESPONSILBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. US SIF THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT 1660 L STREET NW 360 WASHINGTON DC 20036 222701978 ADVANCE SUSTAINABLE AND RESPONSIBLE INVESTMENT PRACTICES NY 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 DUE TO US SIF P 93492