| FORM 990, PART VI, SECTION B, LINE 11B |
THE FORM 990 WAS REVIEWED BY THE FOUNDATION'S MANAGEMENT AND OUTSIDE COUNSEL. FURTHERMORE, A COPY OF FORM 990 WAS PROVIDED TO THE AUDIT COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING. BOARD MEMBERS POSED ANY QUESTIONS THEY HAD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C |
DIRECTORS, OFFICERS, AND KEY EMPLOYEES ARE COVERED UNDER THE CONFLICT OF INTEREST (COI) POLICY. THE POLICY CHECKS ON WHETHER ANY DIRECTOR OR OFFICER OR ANY OF THEIR FAMILY MEMBERS HOLDS A POSITION OF OWNER, DIRECTOR, OFFICER, PARTNER OR EMPLOYEE OF ANY ORGANIZATION THAT DOES BUSINESS WITH EF. IT ALSO CHECKS WHETHER OR NOT THEY ARE A PARTICIPANT IN ANY ORGANIZATION THAT MAY HAVE AN INTEREST ADVERSE TO THE INTERESTS OF EF OR THAT MAY CAUSE A CONFLICT OF INTEREST IN PERFORMING THEIR DUTIES. A DIRECTOR OR OFFICER DEEMED TO HAVE A MATERIAL FINANCIAL OR PERSONAL INTEREST IS NOT ALLOWED TO PARTICIPATE IN ANY DISCUSSION INVOLVING A TRANSACTION RELATED TO THE COI ORGANIZATION AND IS NOT ALLOWED TO VOTE ON ANY SUCH TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 |
THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS AND APPROVES THE COMPENSATION FOR CEO AND TREASURER THROUGH THE USE OF COMPENSATION STUDIES AND OTHER ANALYSIS. ALL OTHER STAFF SALARIES ARE SET BY THE EF MANAGEMENT TEAM AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 18 |
THEY WILL BE PROVIDED UPON WRITTEN REQUEST. |
| 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 FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D). ANY IN PERSON OR WRITTEN REQUESTS FOR ANY OF THE ABOVE DOCUMENTS WILL BE MET BY SENDING A COPY OF THE DOCUMENTS TO THE REQUESTING PARTY. |
| FORM 990, PART VII, SECTION A, LINE 1A: |
DAVID VANCE WAGNER, JEAN KU, DANIELLE FULLER-WIMBUSH, AND PIOTR KODZIS ARE EMPLOYEES OF AND COMPENSATED BY UNITED STATES ENERGY FOUNDATION (UNRELATED ORGANIZATION), HOWEVER, THEY PERFORM SERVICES FOR THE ENERGY FOUNDATION. THEIR SALARIES AND BENEFITS ARE FULLY REIMBURSED BY THE ENERGY FOUNDATION. IN 2021, DAVID VANCE WAGNER RECEIVED $289,222 REPORTABLE COMPENSATION, $27,650 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $18,308 HEALTH AND OTHER NONTAXABLE BENEFITS. JEAN KU RECEIVED $236,812 REPORTABLE COMPENSATION, $23,168 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $14,200 HEALTH AND OTHER NONTAXABLE BENEFITS. DANIELLE FULLER-WIMBUSH RECEIVED $140,824 REPORTABLE COMPENSATION, $11,329 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $37,209 HEALTH AND OTHER NONTAXABLE BENEFITS. PIOTR KODZIS RECEIVED $115,921 REPORTABLE COMPENSATION, $9,042 EMPLOYER-PAID RETIREMENT AND OTHER DEFERRED COMPENSATION, AND $33,718 HEALTH AND OTHER NONTAXABLE BENEFITS. |
| FORM 990, PART XI, LINE 9: |
TRANSFER OF NET ASSETS TO UNITED STATES ENERGY FOUNDATION 456,217. UNREALIZED LOSS ON FOREIGN CURRENCY TRANSLATION -173,232. RETURNED GRANTS 150,821. |
Attach to Form 990 or 990-EZ.