2026-08-12T08:24:25-05:00 2025-12-31 271155496 RLA LLP 999 W TAYLOR STREET STE A SAN JOSE CA 95126 990 2025-01-01 812567763 LIVERMORE LAB FOUNDATION LIVE 9254539382 7000 EAST AVE B661 L-794 LIVERMORE CA 94550 DONA CRAWFORD CHAIR 9254539382 2026-07-30 1 NICHOLAS PETERSEN P01274743 4088556770 2025 2025-03-06 01:10:19Z DONA CRAWFORD 7000 EAST AVE B661 L-794 LIVERMORE CA 94550 3178351 0 X LIVERMORELABFOUNDATION.ORG X 2016 CA ADVANCING SCIENCE AND INSPIRING THE NEXT GENERATION OF SCIENCE AND TECHNOLOGY LEADERS 10 10 2 12 0 0 1241329 3170992 0 0 20363 7359 0 0 1261692 3178351 715008 1961140 0 0 204184 260883 0 0 92403 788951 569669 1708143 2791692 -446451 386659 2210730 2649010 37992 17365 2172738 2631645 THE LIVERMORE LAB FOUNDATION ADVANCES SCIENTIFIC KNOWLEDGE AND INSPIRES THE NEXT GENERATION OF SCIENCE AND TECHNOLOGY LEADERS BY LEVERAGING PHILANTHROPIC INVESTMENTS IN WORLD-CLASS RESEARCH, EDUCATION, AND INNOVATION AT LAWRENCE LIVERMORE NATIONAL LABORATORY. 0 0 452379 450664 ALS: LLF LEVERAGES LLNL'S UNIQUE SUPERCOMPUTING, MACHINE LEARNING, BRAIN-ON-CHIP (BOC), AND BIOSCIENCE/BIOINFORMATICS CAPABILITIES TO ACCELERATE COLLECTIVE EFFORTS TO DIAGNOSE, UNDERSTAND, AND TREAT NEURODEGENERATIVE DISEASES. IN PARALLEL WITH STUDENT SUPPORT, LLF IS BEEN A KEY PARTNER IN SPONSORING THE ANNUAL UC ALS WORKSHOP WITH A GOAL OF BUILDING NEW RESEARCH COLLABORATIONS THAT LEVERAGE THE COLLECTIVE POWER OF DATA, EXPERTISE, SCIENTIFIC CAPABILITIES, AND EMPATHY NEEDED TO DRIVE PROGRESS 358032 UC CLIMATE ACTIONIN JANUARY 2025, LLF HOSTED A SUSTAINABLE TECHNOLOGY & PARTNERSHIPS WORKSHOP TO ENGAGE REGIONAL COMMUNITY LEADERS IN A DIALOGUE REGARDING CLIMATE TECHNOLOGY RESEARCH & DEVELOPMENT AT THE LAB AND IDENTIFY CONSIDERATIONS FOR TAKING PROJECTS TO SCALE. THE FOUNDATION ALSO CO-HOSTED AN ENERGY SYMPOSIUM IN MAY 2025, CONVENING ENTREPRENEURS, INVESTORS, LAB RESEARCHERS, EDUCATORS, AND POLICYMAKERS TO ACCELERATE BREAKTHROUGH TECHNOLOGIES, LAB-TO-MARKET PATHWAYS, WORKFORCE DEVELOPMENT, AND PUBLIC/PRIVATE PARTNERSHIPS DRIVING CALIFORNIA'S ENERGY FUTURE. 1697319 1510476 STEM AND OTHER RESEARCH ACTIVITIESWITH SUPPORT FROM DONORS AND ACADEMIC, COMMUNITY, AND INDUSTRYPARTNERS, LLF OFFERS FELLOWSHIP OPPORTUNITIES FOR UNDERGRADUATE AND GRADULATE STUDENTS AT LAWRENCE LIVERMORE NATIONAL LAB. LLF SUPPORTS STUDENT FELLOWS WITH DEDICATED LAB MENTORS AND ACCESS TO LLNL FACILITIES AND RESOURCES, CONNECTING THEM WITH LAB TEAMS ENGAGED IN LLF'S STRATEGIC FOCUS AREAS, INCLUDING NEURODEGENERATIVE DISEASE RESEARCH, EARTH AND ATMOSPHERIC SCIENCES, FUSION ENERGY, AND MORE. 2507730 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 68 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X DONA CRAWFORD 9254539382 7000 EAST AVE B661 L-794 LIVERMORE CA 94550 DONA CRAWFORD BOARD CHAIR 10.00 X X 0 0 0 CATHARINE BAKER DIRECTOR 2.00 X 0 0 0 MICHAEL CARTER DIRECTOR 2.00 X 0 0 0 BRETT HENRIKSON DIRECTOR 2.00 X 0 0 0 ANANTHA KRISHNAN DIRECTOR 2.00 X 0 0 0 CHARLENE ZETTEL DIRECTOR 2.00 X 0 0 0 JUNE YU DIRECTOR 2.00 X 0 0 0 CAROLYN ZERKLE DIRECTOR 2.00 X 0 0 0 LORI SOUZA DIRECTOR, TREASURER 2.00 X X 0 0 0 JAN TULK DIRECTOR 2.00 X 0 0 0 KIM BUDIL DIRECTOR, EX OFFICIO 1.00 X 0 0 0 GREG SUSKI DIRECTOR, SECRETARY 2.00 X X 0 0 0 SALLY ALLEN EXECUTIVE DIRECTOR 40.00 X 170938 0 5700 170938 0 5700 1 0 1 0 HOUGHTON COVEY GROUP 1399 REBECCA DRIVE LIVERMORE CA 94550 CONSULTANT 133238 1 3170992 3170992 7359 7359 3178351 0 0 7359 1632491 1632491 328649 328649 170938 62665 55880 52393 63348 23222 20709 19417 26597 11720 8109 6768 33200 33200 1220 1220 1178 1178 4923 4438 326 159 105362 79515 25847 7978 5059 1592 1327 CONSULTANTS 207209 163335 34364 9510 PROGRAM SUPPLIES 193777 193777 ADMINISTRATIVE 14155 2859 8467 2829 BANK FEES 667 667 2791692 2507730 191559 92403 1066178 1024306 264012 0 391499 873770 489041 750934 2210730 2649010 37992 17365 37992 17365 X 1072711 1482860 1100027 1148785 2172738 2631645 2210730 2649010 386659 72248 0 X X 0 1 X 1 0 X 705797 2120045 3093989 1241329 3170992 10332152 705797 2120045 3093989 1241329 3170992 10332152 192940 10139212 5 383 2028 19890 6990 29296 10361448 0.97860 0.97340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 507140 171999 72248 751387 369406 97201 40533 507140 120445 235787 13174 369406 131720 -11275 120445 1.00000 1 0 0 X 3263740 72248 13141 85389 3178351 0 3178351 2804833 13141 13141 2791692 0 2791692 PART X, LINE 2: THE FOUNDATION EVALUATES ITS UNCERTAIN TAX POSITIONS AND WILL RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGEMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OF ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. AS OF DECEMBER 31, 2025, MANAGEMENT DID NOT IDENTIFY ANY MATERIAL UNCERTAIN TAX POSITIONS. SCHEDULE D PART V LINE 4 THE QUASI-ENDOWMENT FUND IS ESTABLISHED AT THE UNIVERSITY OF CALIFORNIA FOR THE PURPOSE OF PROVIDING LONG-TERM FINANCIAL STABILITY FOR THE FOUNDATION. 1 SCOPE 3 INC 8840 TOWANDA ST PHILADELPHIA PA 19118 331996145 150000 0 RESEARCH TO HELP DEVELOP STANDARDIZED MONITORING, REPORTING, & VERIFICATION PROTOCOLS FOR CARBON DIOXIDE REMOVAL PATHWAYS LAWRENCE LIVERMORE NATIONAL LABORATORY 7000 EAST AVENUE LIVERMORE CA 94550 205624386 1470297 0 CLIMATE GENERAL, ALS, ROADS TO REMOVAL KERN COUNTY SUPERINTEDENT OF SCHOOLS 1300 17TH ST BAKERSFIELD CA 93301 770383293 501(C) 3 12194 0 ROADS TO REMOVAL 1 2 FELLOWSHIP PAYMENTS 65 328649 PART I, LINE 2: PAYMENT OF GRANTS REQUIRES WRITTEN APPROVAL, DESIGNATED MONITORS OF THE GRANT PROGRAMS, AND MEASURABLE MILESTONES. 0 0 0 0 0 0 0 0 0 SALLY ALLEN EXECUTIVE DIRECTOR 160938 0 10000 0 0 0 0 0 5700 0 176638 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND INVESTMENT COMMITTEE REVIEWS THE FORM 990 PRIOR TO SIGNING, AND A COPY OF THE FINAL FORM IS PROVIDED TO THE FULL BOARD UPON FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED ON AN ANNUAL BASIS TO DISCLOSE FINANCIAL, PERSONAL, OR BUSINESS INTERESTS THAT COULD GIVE RISE TO A POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST. IN CASES WHERE THE BOARD DETERMINES THAT AN INSIDER HAS A CONFLICT OF INTEREST, THE BOARD SHALL: (A) REQUIRE THAT THE INTERESTED PERSON LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT MAY CREATE THE CONFLICT OF INTEREST: AND (B) CONDUCT ANY INVESTIGATION NECESSARY TO EVALUATE THE TRANSACTION, WHICH MAY INCLUDE INVESTIGATING ALTERNATIVES THAT PRESENT NO CONFLICT OF INTEREST, AND/OR COMPILING APPROPRIATE DATA, SUCH AS COMPARABILITY STUDIES, TO DETERMINE FAIR MARKET VALUE FOR THE TRANSACTION. AFTER EXERCISING DUE DILIGENCE, THE BOARD SHALL DETERMINE WHETHER PROCEEDING WITH THE TRANSACTION IS IN THE CORPORATION'S BEST INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE GOVERNING BODY REVIEWS COMPARABLE SALARIES AND APPROVES THE COMPENSATION OF ITS CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGE FOR TAX YEAR 2025